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Specifying the Data Source That Siebel Tools Uses

This task is a step in Process of Setting Up the Development Environment.

This topic describes how to specify the data source so that Siebel Tools and the Siebel Web Client connect to the same local repository. It is recommended that you maintain only one local repository for use with Siebel Tools and with this client. This configuration allows you to use this client to view and test modifications that you make in Siebel Tools. Starting with Siebel CRM version 8.0, if you extract a local repository, and if you use the default settings, then Siebel CRM encrypts the local repository. If you use Siebel Tools to download the local repository, then Siebel CRM does not automatically use the Siebel Web Client to connect to this repository.

This book uses the term Siebel Web Client. You can use the Siebel Web Client or the Siebel Mobile Web Client in most topics that this book describes. For more information about these Siebel client types, see Siebel Deployment Planning Guide.

To specify the data source that Siebel Tools uses

1. Open Siebel Tools, choose the View menu, and then click Options.
2. In the Development Tools Options dialog box, click the Check In/Out tab.
3. Modify the ODBC data source that the server repository uses:
   1. In the Data Sources section, click the Change button that Siebel Tools displays next to the Server window.
   2. In the Change Data Source dialog box, define the ODBC data source parameters using information from the following table.

      Window	Description
      ODBC Data Source	Full string of the ODBC data source that communicates with the server repository.
      User Name	User logon Id to access the server repository. Use all upper case.
      Password	User password to access the server repository. Use all upper case.
      Table Owner	Table owner name to access the server repository.

      For security reasons, Siebel Tools does not store the server credentials between Siebel Tools sessions. You must specify these credentials each time you start a new Siebel Tools session. You must do this before you do a check in or check out. For more information, see Checking Out and Checking In Projects and Objects.

   3. Click OK.
4. Modify the ODBC data source that the local repository uses:
   1. In the Data Sources section, click the Change button that Siebel Tools displays next to the Client window.
   2. Make sure the ODBC data source parameters are identical to the parameters that you set in Step 3, and then click OK.

      For more information, see Running Simultaneous Siebel Tools Sessions After You Modify the ODBC Data Source.

5. Locate the Local section of the following files:
   • The .cfg file that the Siebel client uses. For example, uagent.cfg.
   • The tools.cfg file.

     For more information, see About the Configuration Files.

6. Make sure the Local section of the files you locate in Step 5 use the same values for the following parameters:
   • DSDockEncryptDB
   • DSHashUserPwd
   • DSHashAlgorithm

     If you use Siebel Tools to initialize the local repository, then it sets these parameters in the tools.cfg file. You can copy them to the .cfg file that the Siebel client uses.

For more information about connecting Siebel Tools and the Siebel Web Client to the same local repository, see 475398.1 (Doc ID) on My Oracle Support. This document was previously published as Siebel FAQ 229. For more information about extracting a repository, see Siebel Remote and Replication Manager Administration Guide.

About the Configuration Files

You use two configuration files when you use Siebel Tools.

A Siebel Business Application references a configuration file when it starts. For example, the configuration file for Siebel Call Center is uagent.cfg. Siebel CRM typically locates this configuration file in the following directory:

client_root\bin\language_code

For example, C:\Siebel\8.1\Client\BIN\ENU\uagent.cfg.

You can customize some parameters in this configuration file.

Siebel Tools references the tools.cfg configuration file. You can use it to set various options, such as enabling object check out or setting default directories. It resides in the following directory:

SIEBEL_TOOLS_ROOT\bin\language_code