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Siebel Reports Server Installation


Use the following instructions to install the Siebel Reports Server.

NOTE:  The following procedure is for installing the base product. For patch installation instructions, refer to the Maintenance Release Guide provided with the patch. See also About Installing Siebel Releases.

To install the Siebel Reports Server

  1. Open a new shell and navigate to the Siebel image location for the current software version. Then navigate to the directory where the installer is located.

    For example, for Solaris, navigate to Siebel_Image/Solaris/Server/Siebel_Reports_Server.

    where:

    • Siebel_Image = The directory for your version-specific Siebel network image, such as
      /Siebel_Install_Image/7.8.2.0.
  2. Start the Siebel Reports Server installation process by entering the following command:

    ./setupUNIX_OS

    where:

    • UNIX_OS = The type of UNIX you are installing, either aix, hpux, or sol
  3. The Welcome screen appears. Click Next.
  4. If you have an existing Siebel Reports Server installation, you can choose to add language extension packs to this installation.
    • If you are installing a new instance of the Siebel Reports Server, click Next.
    • If you are adding languages to an existing Siebel Reports Server installation:
      • Select the line identifying the existing installation to which you are adding languages, then click Next.
      • If the Actuate Server is running, click Yes to stop the server and continue with the installation. Click No to exist the installation.
      • Enter the Actuate license key and click Next.
      • Select the check box next to each language you are installing, then click Next.
      • Proceed to Step 9.
  5. Select the displayed default directory for file installation, or use the Browse button to select a different drive or directory, and then click Next.

    The default installation directory is /siebel_thirdparty.

    This directory name must not contain spaces; underscores are allowed.

  6. Specify the products to install, and then click Next. The installer prompts you to select one or both of the following sets of products to install:
    • Actuate iServer and Management Console for Siebel
    • Actuate Active Portal JSP and Reports View Adapter for Siebel

      NOTE:  The Actuate iServer and Management Console are installed and uninstalled together. If you want another instance of one component, such as Actuate Management Console, on a given machine, you must install both components, and you must meet the disk space requirements applicable to both components: approximately 300 MB on your system drive. Subsequently, you can shut down the component you do not need, such as Actuate iServer.

      If you install all licensed components at once, the Siebel Reports Server installer prompts you for the installation parameters of each component individually and in the sequence required.

  7. Enter the license key for your Actuate products.
  8. The installer prompts you to select the type of Siebel Reports Server installation setup you prefer. Choose the type of installation to execute from the following options, and click Next.
    • Typical. Installs the components used for the Siebel Reports Server.
    • Compact. This setup option is the same as Typical.
    • Custom. This setup option is the same as Typical.
  9. Select the languages you want to install for the Siebel Reports Server, and click Next.

    Servers are installed, at a minimum, with a base language and, optionally, with one or more additional languages.

    The installer program performs a validation check to make sure that the installation prerequisites are met. If they are not, a prompt appears, stating which installation requirement is not met.

    If you are installing Language Packs for an existing Reports Server installation, go to Step 26.

  10. Read and accept the terms of the Actuate Software License Agreement and click Next.

    NOTE:  If you choose not to accept the terms, you will not be able to continue with the installation.

    The Locale Information screen for the Actuate iServer Configuration appears.

    The Locale Information screen will not appear if you are installing Actuate Active Portal JSP and Reports View Adapter for Siebel only. For Actuate Active Portal JSP and Reports View Adapter for Siebel installations, go to Step 19 to continue installing this product.

  11. Specify the default locale information and the time zone that will be used for this installation of the Reports Server and click Next.

    Individual users can also change the locale and language from within the Siebel application. For more information on changing the locale and language for reports, see the Siebel Reports Administration Guide.

  12. Specify the host name and port number of the machine where the Process Management Daemon runs. You can accept the defaults shown for the host name (which might be an IP address instead of a host name) and the port number (8100). Click Next.

    You may choose to designate a different port number for the Process Management Daemon. For more information, see the Installing Actuate iServer System manual in the Actuate folder of the Siebel Business Applications Third-Party Bookshelf.

  13. Specify the host name and port number of the machine where the Actuate iServer runs. You can accept the defaults shown for the host name (which might be an IP address instead of a host name) and the port number (8000). Click Next.

    You may choose to designate a different port number for the iServer. For more information, see the Installing Actuate iServer System manual in the Actuate folder of the Siebel Business Applications Third-Party Bookshelf.

  14. Type the Encyclopedia volume name and click Next.

    The default Encyclopedia volume name is the host name of the machine that runs the Actuate iServer. You may choose to designate a different name for the Encyclopedia volume.

  15. Select Yes to have the Process Management Daemon start the iServer automatically.

    By selecting Yes, you will not have to manually start the iServer after starting the Process Management Daemon.

    Click Next.

  16. Type a user-specified password for the Actuate system administrator.

    System Administration is accessed through the Actuate Management Console. The system administration password entered here is the one used when you log in to System Administration from the Management Console. The default user name is Administrator.

  17. Specify the HTTP port number that the Actuate Management Console will use.

    This is the port you will connect your browser to when accessing the HTTP service for the Actuate Management Console. The port number default is 8900.

    You may choose to designate a different port number for the Management Console HTTP Service. For more information on port numbers, see the Installing Actuate iServer System manual in the Actuate folder of the Siebel Business Applications Third-Party Bookshelf.

    For Actuate iServer and Management Console for Siebel installations only, go to Step 26 to complete this installation.

  18. Actuate iServer and Management Console for Siebel and Actuate Active Portal JSP and Reports View Adapter for Siebel installations (a full installation): Read and accept the terms of the Actuate Software License Agreement and click Next.

    NOTE:  If you choose not to accept the terms, you will not be able to continue with the installation.

  19. Select the displayed default directory for the Actuate HTTP Service software installation, or use the Browse button to select a different drive or directory, then click Next.

    This directory name must not contain spaces; underscores are allowed.

    For Actuate Active Portal JSP and Reports View Adapter for Siebel installations, continue to Step 20.

    For Actuate iServer and Management Console for Siebel and Actuate Active Portal JSP and Reports View Adapter for Siebel installations (a full installation), go to Step 21.

  20. Actuate Active Portal JSP and Reports View Adapter for Siebel installations only: Specify the default locale information and the time zone that will be used for Actuate Active Portal JSP installation and click Next.

    Individual users can also change the locale and language from within the Siebel application. For more information about changing the locale and language for reports, see the Siebel Reports Administration Guide.

    For Actuate Active Portal JSP and Reports View Adapter for Siebel installations, go to Step 21 to continue.

  21. Specify the port number that the Actuate HTTP Service will use.

    This is the port number users will connect their browsers to when accessing the Actuate HTTP Service for the Actuate Active Portal JSP. The port number default is 8700.

    You may choose to designate a different port number for this Actuate HTTP Service. For more information on port numbers, see the Installing Actuate iServer System manual in the Actuate folder of the Siebel Business Applications Third-Party Bookshelf.

  22. Specify the account information that will be used to run the Actuate HTTP Service.

    For Actuate Active Portal JSP and Reports View Adapter for Siebel installations, continue to Step 23.

    For Actuate iServer and Management Console for Siebel and Actuate Active Portal JSP and Reports View Adapter for Siebel installations (a full installation), go to Step 26 to continue.

  23. Actuate Active Portal JSP and Reports View Adapter for Siebel installations only: Enter the Encyclopedia volume name of the Actuate iServer and click Next.
  24. Actuate Active Portal JSP and Reports View Adapter for Siebel installations only: Enter the host name (which might be an IP address instead of a host name) and the port number of the Actuate iServer and click Next.

    This is the port number in Step 13.

    This information will be used by Actuate Active Portal JSP and Reports View Adapter for Siebel to contact the Actuate iServer.

  25. Actuate Active Portal JSP and Reports View Adapter for Siebel installations only: Enter the host name and port number that the Siebel Reports View Adapter will use to contact the Process Management Daemon (PMD) and click Next.

    This is the port number in Step 12.

    The installer displays the location into which it will install the Siebel Reports Server and any other features you have elected to install, and also displays the disk space required for the software you are installing.

  26. Click Next to copy the files for the current product into the installation location. Alternatively, to change any settings, click Back, adjust your selections, and click Next to return to this screen.

    The installer proceeds to install the specified files.

  27. Click Finish.

Starting and Stopping the Actuate Management Console HTTP Service

When the Actuate iServer installation installs Management Console, batch and script files are created to start and stop the Management Console.

To start and stop the Actuate Management Console Service

  • Start Management Console using the StartMC.sh or StartMC scripts.
  • Stop Management Console using the StopMC.sh or StopMC scripts.

These scripts are located in $AC_SERVER_HOME/ManagementConsole/bin.

Siebel Installation Guide for UNIX: Servers, Mobile Web Clients, Tools