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Creating the Siebel File System

The Siebel File System is a shared directory that is network-accessible to the Siebel Server. The file system may be installed on a server machine where you have installed a Siebel Server, or on another network server that can share the directory, so that it is available to the Siebel Server.

NOTE:  If the operating systems of the two machines for the Siebel Server and the File System are different—for example, one Windows and one UNIX—you may need to deploy a third-party cross-platform networking tool such as Samba to allow both machines to share the directory. Refer to your third-party documentation for details.

Because it is possible that two Siebel Server instances will execute simultaneously on the same node, you must create a unique mount point for the sharable file system.

When you install each Siebel Server, you are prompted for the local mount point directory of the Siebel File System. Be sure to explicitly specify the unique mount point for each Siebel Server instance. Do not use the default values or those from a previous Siebel Server installation.

NOTE:  Consult your third-party documentation for networked file system requirements.

When deploying a Siebel component on a specific Siebel Server instance, it may be necessary in some circumstances to override the component's attribute that specifies the directory for the Siebel File Server. Such overrides apply only to components that require access to the Siebel File System.

NOTE:  You must create a separate file system for each Siebel Enterprise Server. For example, if you have development and test databases, you must have two separate Siebel Enterprise Servers, and therefore two Siebel File Systems.

Each Siebel Server accesses its Enterprise's Siebel File System by means of a dedicated server component, called File System Manager (FSM). Individual Web clients need no direct knowledge of the location of the Siebel File System, because they connect directly with the appropriate Siebel Server to request file uploads or downloads. File System Manager then processes these requests through interaction with the Siebel File System directory. For more information about File System Manager, see the Siebel System Administration Guide.

NOTE:  The Siebel File System can be defined at the Enterprise level, Siebel Server level, or server component level. In a mixed Siebel Server environment, you must individually modify a parameter at the Siebel Server or the component level if the File System location is different from the default (Enterprise) location, using the Server Manager. If you do not specify the File System location at the component level, the value is inherited from the Siebel Server (if it has been set there) or from the Enterprise (the default).

Because File System Manager is the sole access mechanism to the Siebel File System, only the user with administrative privileges for the Siebel Server should have access privileges to the File System directories. This precaution protects the File System from direct physical access by all other users.

For more information about deployment options for the Siebel File System, see the Deployment Planning Guide.

Naming the Siebel File System Directory

The Siebel File System directory name must be alphanumeric and cannot contain special characters or spaces. Underscores are permitted. Also, each filename must begin with an alphabetic character. For example, name the directory something like:

/server/siebel or /server/siebel/filesystem

The remainder of this document refers to this directory as:



    • SiebelFS = The host name of the machine (assuming that a dedicated machine is used for the Siebel File System).
    • siebel7x = The name of the shared directory.

You need to specify the shared directory when installing the Siebel Server. The shared directory must be available to all Siebel Servers in the Enterprise. You may need to use a file-sharing tool to access this directory.

As part of the Siebel Server installation, File System Manager automatically generates a set of subdirectories under the Siebel File System root directory, as described in Table 5.

NOTE:  When creating a Siebel File System shared directory, only the associated Siebel Servers should be allowed to create subdirectories in that location. No subdirectories should be manually created in that location.

Table 5. Siebel File System Subdirectories


Main subdirectory for attachments


Temporary directory for attachments


Siebel Smart Answer files


Rule edit cache for Siebel Configurator


Cache files for Siebel Marketing


Main subdirectory for Siebel Marketing


Session preferences


Siebel transaction files for Siebel EIM


Siebel user preferences

For more information about these subdirectories, see the Siebel System Administration Guide.

Setting Up the Siebel File System

Use the following procedures to set up the Siebel File System.

To set up the Siebel File System

  1. Create the directory on the server and record the path in the copy you made of the worksheet in Deployment Planning Worksheet.
  2. Using the appropriate administrative tools for your UNIX platform, set permissions for the Siebel administrator to access the directory and subdirectories to 700.

    NOTE:  Only the Siebel administrator for the Siebel Server should have access privileges to the Siebel File System.

  3. Grant access to each Siebel Server and client for the appropriate group.

    Remember to install the third-party software required to view standard attachment types, such as MS Word, Excel, or Lotus Notes on the client machines that will be running the Siebel Mobile Web Client.

    If an appropriate GUI-based administrative tool does not exist on your platform, you can use the chmod and chgrp utilities to set these parameters. Consult your UNIX platform documentation for more information.

Clustering Prerequisites for the File System

If you will be operating this File System as part of a cluster, you must install it on a clustered disk drive in the same cluster resource group in which the Siebel File System service resource will run. For information about clustering your servers, see the Deployment Planning Guide.

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