Siebel Anywhere Administration Guide > Upgrade Planning and Preliminary Tasks > Creating Needed Infrastructure Elements >

Modifying and Creating Siebel Anywhere Configurations

This section contains information about modifying and creating Siebel Anywhere configurations. The information is divided into the following subsections:

• Adding Components to a Configuration
• Removing Components from a Configuration
• Creating a New Configuration
• Assigning Employees to a Configuration

NOTE:  If a new configuration is created, a configuration is split or merged with another configuration, or the name of an existing configuration is changed, the ComponentName parameter on the corresponding Siebel clients must also be updated so that the clients can detect any upgrades.

Adding Components to a Configuration

At times, you may need to add components to an existing configuration. Any custom component that you create must be added to a configuration before you can use it to distribute upgrades. The following procedure describes how to perform this task.

Adding components to a configuration is a step in Process of Limiting Distribution of an Upgrade Kit.

To add a component to a configuration

1. From the application-level menu, select Navigate > Site Map > Administration - Siebel Anywhere.
2. From the link bar, select Upgrade Configurations.
3. In the Upgrade Configurations list, select the configuration to which you want to add a component, and then click the Upgrade Components view tab.
4. In the Upgrade Components list, click New.
5. In the Upgrade Components dialog box, double-click the component you want to add.

   The component appears, highlighted, in the Upgrade Components list.

Repeat Step 3 through Step 5 for any additional components you want to add.

Removing Components from a Configuration

At times, you may need to remove components from an existing configuration.

To remove a component from a configuration

1. From the application-level menu, select Navigate > Site Map > Administration - Siebel Anywhere.
2. From the link bar, select Upgrade Configurations.
3. From the Upgrade Configurations list, select the configuration from which you want to remove a component, and then click the Upgrade Components view tab.
4. In the Upgrade Components list, select the component you want to remove, and then click Delete.
5. In the dialog box, confirm that this record is the record you want to delete.

Repeat Step 3 through Step 5 for any additional components to be removed from this configuration.

Creating a New Configuration

In most cases, the configurations provided with Siebel Anywhere are sufficient. However, you can create new configurations for special situations or to represent different installed clients within your company.

Creating a new configuration is a step in Process of Limiting Distribution of an Upgrade Kit.

For example, if everyone in your company uses Siebel Sales and you need to distribute certain upgrades to employees in remote offices separately from the rest of the company, you would create a new configuration to accommodate this situation. The employees in the remote offices would be temporarily associated with the new configuration so that you could distribute the special upgrade just to them. (See Assigning Employees to a Configuration for details on associating specific employees with a configuration.)

Also, you may need to create different configurations based upon language usage. If there is a set of the users in your company only using English (ENU) and another set using both English (ENU) and German (DEU), you should create two different configurations.

If you need to create a new configuration for long term use (as in language usage), make sure that every client CFG file is appropriately updated.

NOTE:  The recommended method for creating a new configuration is to copy an existing configuration and modify the copy, as this method minimizes the possibility for error. The following procedure describes the use of this method. However, it is also possible to use standard Siebel application techniques to create a new record and fill in the necessary fields.

To create a new configuration

1. From the application-level menu, select Navigate > Site Map > Administration - Siebel Anywhere.
2. From the link bar, click Upgrade Configurations.
3. In the Upgrade Configurations list, select an existing configuration record that resembles the configuration you want to create, and then click the menu button and select Copy Record.

   A highlighted copy of the record that you selected appears.

4. Modify the fields in the copied record to meet your requirements.

   Some fields are described in the following table.

   CAUTION:  Limit the Name field to 91 characters or less. Exceeding the 91-character limit in the Name field causes the synchronization process to fail.

   Field	Comment
   Name	The name of the configuration.
   Active	When this check box is selected, it indicates that the configuration is to be version-checked. When you create a new configuration by copying an existing configuration, this check box is cleared by default. Be sure to select it before using the new configuration.
   Component Type	This value is either client or server configuration.
   Comments	Comments can be entered here.

5. Add appropriate Upgrade Components to the new configuration you just created.

   To do this, see To add a component to a configuration.

Assigning Employees to a Configuration

The purpose of assigning employees to configurations is to handle uncommon situations, such as having one particular employee retrieve and test a kit. In most cases, testing is done using special test accounts and test configurations, and regular employees are associated with a specific configuration based on a ComponentName entry in the CFG file of an application.

Assigning employees to a configuration is a step in Process of Limiting Distribution of an Upgrade Kit.

For example, in the Siebel Sales application the ComponentName in the default CFG file (siebel.cfg) would be Siebel Sales Client by default. This means that everyone using the Siebel Sales application is automatically associated with the Siebel Sales configuration.

Assigning employees to a configuration in the Employees list in the Upgrade Configurations view can be used in place of the entry in the CFG file, or as a method for overriding the entry in the CFG file.

CAUTION:  It is strongly recommended that you run only the Siebel Smart Web Client for user accounts that have Siebel administrator responsibilities, to make sure that administrative tasks are performed while connected to the HQ server, and to make sure that the administrator is not prevented from logging in for reasons related to component versions. However, if you run the Siebel Developer Web Client for any administrator account, it is strongly recommended that the account not be associated with a Siebel Anywhere configuration. This precaution also helps prevent version-related login problems.

When associating employees to configurations, keep in mind the following recommendations:

• Do not dynamically assign the System Administrator to a configuration.
• Do not dynamically assign Siebel Tools users to a configuration.

Siebel Anywhere will not allow an Employee to be dynamically associated with more than one configuration. For example, if the employee JSMITH is dynamically associated with Configuration A and the Siebel administrator then associates JSMITH with Configuration B, JSMITH will automatically be disassociated from Configuration A and only dynamically associated with Configuration B.

CAUTION:  If an employee is accidentally associated with an incorrect configuration, that employee is disassociated from the correct configuration, and may not have access to upgrades that are distributed to the correct configuration. For this reason, it is best to correct the configuration assignment without delay.

If an employee will use more than one installation of the Siebel client in the same Siebel software implementation, do not associate that employee with a configuration. For example, if the Employee JSMITH chooses to install and use both Siebel Call Center and Siebel Sales, then that employee should not be dynamically associated with a Siebel Anywhere configuration. The reason is the upgrade kit for one configuration will likely be different than the upgrade kit for another configuration.

In this example, the CFG file would be different for the Siebel Call Center and Siebel Sales configurations. If JSMITH were dynamically associated to the Call Center configuration and logged on using the Siebel Sales client, the version check would only detect that there was a new upgrade kit and would not differentiate between the two installations of the Siebel client.

If the login is specified under an Employees view, then Siebel Anywhere does not check the CFG file any further and only checks the version of the component listed under the associated configuration for that client. Typically, Siebel Anywhere groups users by the product they use, for example Call Center or Sales Client, which is determined by the CFG file the user uses.

NOTE:  The first time a Mobile Web Client connects to the Remote Server to initialize the local database, Siebel Anywhere does a version check for the client using the Upgrade Configuration specified in the CFG file. Siebel Anywhere cannot detect a dynamic configuration assignment at this time. However, after the Mobile Web Client successfully initializes the local database, Siebel Anywhere can detect any dynamic configuration assignment for that client.

To assign an employee to a configuration

1. From the application-level menu, select Navigate > Site Map > Administration - Siebel Anywhere > Upgrade Configurations.
2. In the Upgrade Configurations list, select the configuration to which you want to add an employee, and then click the Employees view tab.
3. In the Employees list, click New.
4. In the Login field of the new record, click the select button.

   From the Pick Employee dialog box, select the employee you want to add, and click OK.

Repeat Step 2 through Step 4 to assign additional employees to this configuration.

NOTE:  When it initializes the local database for the first time, Siebel Anywhere uses the configuration in the CFG file. It does not use the configuration defined in the Employees view under the Administration - Siebel Anywhere Screen.

Removing Employees from a Configuration

Use the following procedure to end an employee's dynamic configuration assignment, which returns that user to the original configuration assignment defined in the user's CFG file.

Removing employees from a configuration is a step in Process of Limiting Distribution of an Upgrade Kit.

To remove an employee from a configuration

1. From the application-level menu, select Navigate > Site Map > Administration - Siebel Anywhere > Upgrade Configurations.
2. In the Upgrade Configurations list, select the configuration from which you want to remove an employee, and then click the Employees view tab.
3. In the Employees list, select the record for the employee you want to remove from the configuration, and then click the menu button and select Delete Record.