Implementing Siebel Business Applications on DB2 UDB for z/OS > Installing the Siebel Schema on the DB2 Host > Performing a Standard Installation >

Performing a Standard Installation Under UNIX


Perform the following steps to carry out a standard installation under UNIX.

To perform a standard installation under UNIX

  1. Navigate to the Siebel Server root directory, for example, home/siebel/siebsrvr, and source environment variables, using one of the following commands, according to the type of shell you use:
    • Korn or Bourne shell

    . ./siebenv.sh

    TIP:   Make sure there is a space between the initial period and ./siebenv.sh.

    • C shell

    source siebenv.csh

  2. Verify the values of the $SIEBEL_ROOT and LANGUAGE variables by entering the following:

    env

    The LANGUAGE variable should be set to the language in which the Database Server Configuration utility prompts appear, for example, enu for U.S. English.

    The SIEBEL_ROOT variable should be set to the path of your Siebel Server installation directory, for example, home/siebel/siebsrvr.

  3. To reset the environment variables, use one of the following commands, as appropriate to the shell you use:
    • Korn or Bourne shell

    SIEBEL_ROOT=New Value; export SIEBEL_ROOT

    LANGUAGE=New Value; export LANGUAGE

    • C shell

    setenv SIEBEL_ROOT New Value

    setenv LANGUAGE New Value

  4. Navigate to $SIEBEL_ROOT /bin and type the following to launch the Database Server Configuration utility:

    dbsrvr_config.ksh

    The script displays the values of the SIEBEL_ROOT and LANGUAGE environment variables.

  5. Review the values of these variables. If they are correct, enter Y and proceed to Step 6.

    If the environment variable values are not correct, enter N and correct them before proceeding.

  6. Specify the path of your Siebel Server root directory or press ENTER to accept the default path, /home/siebel/siebsrvr.
  7. Specify the path of your Siebel Database Server root directory, or press ENTER to accept the default path, for example, /home/siebel/dbsrvr.
  8. Select your RDBMS platform. In this case, select option 2 - IBM DB2 for z/OS.
  9. Select option 1- Install Database on the Siebel Database Operation menu.
  10. Select option 1- Install Siebel Database on the Installation Options menu.
    • For installation of an additional database language, see Installing Multilingual Seed Data.
    • For installation instructions for the Siebel Data Warehouse database, see the Siebel Data Warehouse Installation and Administration Guide.
  11. Select the language in which you want to run your database by entering the corresponding number.
  12. On the ODBC Data Source Name screen, indicate the following values for your ODBC data source:
    • Enter the default name of the ODBC data source, SiebSrvr_Siebel, or enter the database alias you prefer to use for the data source; you should have registered this alias within DB2 Connect.

      NOTE:  If you want to work with information on a Database Server other than the one currently pointed to, you can specify the ODBC name of that Database Server, provided you have registered it as an ODBC data source within DB2 Connect.

      The Siebel Server installation process automatically creates the data source, using the format SiebSrvr_EnterpriseServerName.

    • Enter the name of the source database DB2 subsystem, for example, Q20A.
  13. Specify the Database User Name and the associated Database Password.

    The Database User name is the user ID with authorization to log into the Siebel database. This user ID (for example, SADMIN) should have the necessary authorization to set the CURRENT SQLID.

    The Database Server Configuration utility now verifies the ODBC and password values you entered. If these are invalid, you cannot continue with the Siebel Schema installation procedure. Either exit from the application by entering Y, or enter N to re-enter these values.

  14. Specify the Siebel Schema Qualifier, for example, SIEBTO, or press ENTER to accept the default.

    This is the identifier that designates the Siebel Schema and is also an authorization ID. The Schema Qualifier must be in uppercase, can be up to eight characters in length, must start with a letter, and cannot contain special characters.

  15. Specify the Security Group ID/Grantee or accept the default (SSEROLE) by pressing ENTER.

    This is the group to whom schema access is being granted.

  16. Specify the type of installation you want to perform. In this case, select option 1 - Standard Install.
    • 1 - Standard Install. The standard installation option installs the database using one of the Siebel-recommended default storage layouts. Proceed to Step 17.
    • 2 - Customized Install. For a customized installation, you must provide a storage control file, which you create and validate prior to performing the installation. Using a customized storage control file allows you to create the database layout most suited to your Siebel deployment.

      See Process of Performing a Custom Installation for information on the remaining steps in the custom installation process.

  17. Specify the code page encoding scheme for your Siebel Database, either ASCII or EBCDIC, by entering the corresponding number.

    For more information on choosing the database code page, see Considerations in Choosing the Database CCSID.

  18. Specify the Siebel Schema layout you prefer, that is, with or without partitioning.

    For details about layout considerations, see Configuring the Database Layout.

  19. Enter the name of the storage group for table spaces, or accept the default name, SYSDEFLT.

    Discuss the name to use with the DBA before you start the installation.

  20. Enter the name of the storage group for indexes, or accept the default name, SYSDEFLT.
  21. Enter the name of your 4-KB buffer pool, or accept the default BP1.
  22. Enter the name of your 16-KB buffer pool, or accept the default, BP16K1.
  23. Enter the name of your 32-KB buffer pool, or accept the default, BP32K1.
  24. Enter the name of your index buffer pool, or accept the default, BP2.

    NOTE:  The DBA should activate and grant these buffer pools prior to the installation.

  25. Enter the Database Name Prefix. The default prefix is SIDB.

    The prefix must consist of up to four of the first characters in the names of your logical Siebel databases, must start with a letter, and cannot contain any special characters.

  26. Specify the mechanism you want to use for installation:
    • 1 - Generate DDL Into a File. Generates the DDL required to create the Siebel Schema into files.

      You must later use Siebel-provided scripts, your own FTP, or a similar file transfer program to transport the DDL (schema.sql and ddlview.sql) to the DB2 host, where the DBA executes it, using customary methods, for example, SPUFI or DSNTEP2. Proceed to Step 27.

    • 2 - Run DDL Automatically. Select this option to apply the DDL and DML required to create the Siebel Schema directly against the database. The Siebel application uses ODBC to apply the required DDL to the DB2 host. Proceed to Step 29.
  27. On the DDL Commit Frequency screen, choose the number of DDL statements that can occur before a COMMIT is issued.
  28. Specify the path of the output directory where you want the DDL files to be created; the default directory is $SIEBEL_ROOT/dbsrvr/db2390/dboutput/install.
  29. Indicate the directory where you want the log files to be generated; the default directory is install_mf.
  30. Review the configuration values you entered for accuracy.
    • If the values are correct, launch the Siebel Upgrade Wizard (srvrupgwiz) by entering 1 (Yes).
    • To change any of the values, enter 2 (No) and rerun the Database Server Configuration utility by entering dbsrvr_config.ksh; this allows you to reconfigure with different values.

      When you receive a message that the configuration was applied successfully, this completes the installation option to Run DDL Automatically.

      If you chose option 1 - Generate DDL Into a File in Step 26, the DDL is created and saved to a file but is not executed. You must complete the following steps to complete the installation of the Siebel Schema from the generated DDL.

To Complete the Siebel Schema Installation Using Generated DDL

  1. If you chose the Generate DDL Into Files installation option in Step 26, the utility displays the following message after it generates the schema.sql and ddlview.sql files that contain the DDL to create the Siebel Schema (see Step 30):

    Pause #1: Please create Siebel Schema using schema.sql and ddlview.sql located in the Output Directory. Once the objects are created, please select Yes. To stop now and continue installation later please select No. (To resume, please start the Upgrade Wizard from the command line using option /m master_install_mf.ucf).
    (Y/N)

    • Enter N to quit the Siebel Upgrade Wizard until your DBA has applied the Siebel Schema on the DB2 host. Proceed to Step 2.
    • Enter Y if your DBA has already created the Siebel Schema on the DB2 host, and you want to validate the installation. Proceed to Step 4.
  2. Transfer the schema.sql and ddlview.sql files to z/OS and have your DBA apply them to create the Siebel Schema.

    For information on this process, see Applying DDL on the DB2 Host.

  3. When the Siebel Schema has been created on the DB2 host, restart the Siebel Upgrade Wizard. The Pause #1: message shown in Step 1 is again displayed.
  4. Enter Y to validate the schema that you created on the DB2 host.

    When the schema is successfully validated, the following message is displayed:

    Pause #2: Please ensure that the schemvld.sql is empty apart from trigger creations (which means that Siebel Schema was created successfully). If so, please continue with the UDFs deployment: ftp the files to install UDF functions. (To resume, please start the Upgrade Wizard from the command line using option /m master_install_mf.ucf).
    (Y/N)

    Make sure that the schemvld.sql file, generated during the installation and placed in the default output directory (dbsrvr/db2390/dboutput/install) or into the output directory that you designated, is empty.

  5. Indicate one of the following:
    • Enter N to discontinue the Siebel Schema installation process. Your DBA must now install user-defined functions on the DB2 host. For further information, see the Deploying User-Defined Functions section in Applying DDL on the DB2 Host.

      Proceed to Step 6.

    • If your DBA has already deployed UDFs on the DB2 host, you can continue with the installation by entering Y to populate the Siebel Schema with seed data.

      NOTE:  This operation fails if you have not created the Siebel Schema.

      Proceed to Step 7.

  6. When you have deployed UDFs on the DB2 host, restart the Upgrade Wizard and enter Y to populate the Siebel Schema with seed data.
  7. When you have successfully populated the schema with seed data, you are ready to carry out the final step in the Siebel Schema installation process - importing the Siebel Repository. For further information on this task, see Importing the Siebel Repository.

The following files are generated by the schema installation into the default output directory (dbsrvr/db2390/dboutput/install) or into the output directory that you designated in Step 28.

  • instftp.bat. Use this batch file to run the Siebel-provided scripts, your own FTP, or a similar file transfer program to transport the DDL (schema.sql and ddlview.sql) to DB2.
  • instftp.txt. Use this file to transfer files to the mainframe.
  • jobinstl.txt. Contains JCL and REXX execs to execute the DDL.

TIP:   To preserve a record of the values you entered, locate and print the file named master_install_mf.ucf in the binary subdirectory of your Siebel Server installation directory.

Implementing Siebel Business Applications on DB2 UDB for z/OS