Bookshelf v7.8: Administrator Setup Tasks

Table 3 lists and describes the administrative setup tasks that are specific to Siebel Performance Management. The table also directs you to documentation that provides information about each task. When setting up your application, use Table 3 in combination with Applications Administration Guide.

Table 3. Administrative Setup Tasks
Administrative Task	Description	For More Information
Install servers and applications, and then enter license keys for specific Siebel applications.	Install Siebel Gateway Name Server, Siebel Server, Siebel Database Server, Analytics Servers and Siebel Web Servers.	Refer to the Siebel Installation Guide for the operating system you are using. For example, Siebel Installation Guide for Microsoft Windows: Servers, Mobile Web Clients, Tools.
Install and configure for Performance Scorecard.	Enable the Workflow Manager and EAI component groups for Performance Scorecard. Set up the MarketingFileSystem parameter allows the Siebel Analytics Server to communicate with the Siebel Server for an exchange of data on Key Performance Indicators. Activate the workflows that allow Siebel Object Manager and Siebel Analytics to communicate. Configure Web Services to enable Siebel Server communication with the correct Siebel Analytics Server for KPI Analytics load. Set up Symbolic URL to display KPI views. Configure Analytics server parameters so that the Object Manager references the correct Analytics Web Server parameters. Schedule server repeating jobs to retrieve KPI values. (Optional) Preserve an existing Web catalog for use with other Analytics servers.	See Enabling Component Groups for Performance Scorecard. See Setting the File System Parameter During Analytics Server Setup. See Activating Workflows to Request Scorecard KPI Values. See Preserving Analytics Web Catalogs and Siebel Analytics Web Administration Guide. See Configuring Web Services for KPI Analytics Load. See Setting Up Symbolic URL for KPI Views and Applications Administration Guide. See Configuring Server Parameters for ERMAdmin Object Manager. See Scheduling a Repeating Server Job for KPIs. See also Siebel Analytics Installation and Configuration Guide, Siebel Analytics Server Administration Guide, and Siebel Analytics User Guide.
(Optional) Set up the Application Services Interface (ASI) to synchronize data between Performance Management and a third-party system.	Configure Web Services, activate the Employee ASI Workflow, and set up synchronization between Performance Management and the third-party system.	See Application Services Interface Reference.
Activate Business Processes	Verify that Performance Management-specific workflow processes are active, and create new processes if desired.	See Activating Workflows to Request Scorecard KPI Values. See also Siebel Business Process Designer Administration Guide.
Set up Responsibilities for delegated administrators and users.	Assign users and views to preconfigured responsibilities; create new responsibilities.	See Applications Administration Guide.
Configure Performance Management for the GUESTERM user.	This user ID verifies that each user logging in to Siebel Performance Management sees the proper Home Page with the correct page tab.	See Configuring Performance Management for a GUESTERM User.