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Installing Siebel Enterprise Server Components

This topic provides instructions for installing the Siebel Enterprise Server modules as part of standard Siebel Business Applications deployment. Use the information you recorded in your copy of the worksheet in Deployment Planning Worksheet.

Before proceeding, review the requirements described in Requirements for Siebel Enterprise Server Installation and Configuration. See also Determining Your Installation and Configuration Method and any other applicable topics.

If you are installing from a remote machine, or using X-connectivity software to access a UNIX machine from a Windows machine, see also Installing from a Remote Server Machine.

The Siebel Enterprise Server installer verifies not only that you have the required software for installation of the Siebel version you are installing, but that the software is at the version level necessary.

After you install the Siebel Enterprise Server, or in conjunction with installing, you configure the software. For detailed configuration tasks and postinstallation tasks, see Configuring Siebel Enterprise Server and Related Components.

If you are installing in unattended or console mode, see also Installing and Configuring in Unattended and Console Modes.

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

To install Siebel Enterprise Server components

1. Stop any active Siebel Server processes. If you previously installed the Siebel Gateway Name Server on this machine, and are now installing the Siebel Server, do not stop the Siebel Gateway Name Server process.
2. (AIX only) Execute the following command:

   /usr/sbin/slibclean

   For more information, see General Requirements for Siebel Enterprise Server Installation and Configuration.

3. Log on to the server, using the Siebel service owner account that you recorded in the copy you made earlier of the worksheet in Deployment Planning Worksheet.
4. 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_Enterprise_Server.

   where:

   • Siebel_Image = The directory for your version-specific Siebel network image, such as
     /Siebel_Install_Image/8.0.0.0.
5. Unset any Siebel-specific environment variables. To review current environment variable settings, enter set (Korn shell) or env (C shell) in the shell window.
6. Verify the permissions to the directory into which you will install the product. You must have write and execute permission.
7. To start the Siebel Enterprise Server installer, enter the following command.

   ./setupUNIX_OS

   where:

   • UNIX_OS = Your UNIX operating system, such as aix (AIX), hp (HP-UX), linux (Linux), or sol (Solaris)

     Optionally, you can append any flags described in Command-Line Options for Siebel Installers and Wizards. These flags are also used with unattended or console installation modes.

     The Siebel Enterprise Server installer's welcome screen appears.

8. Click Next to proceed.

   If you have installed other Siebel components of the same version on the same machine, the installer displays the message that an existing installation has been found. Proceed to Step 9. Otherwise, click Next and proceed to Step 10.

9. Depending on whether you want to install a new instance of Siebel software or add a new language to an existing instance, take the appropriate action:
   • To install the Siebel Enterprise Server software in a new instance, or to add new components to an existing Siebel Enterprise Server installation, select None as the default and click Next. Proceed to Step 10.
   • To install a new language in an existing instance, select the displayed instance and click Next. Proceed to Step 13.

     For additional information about installing multiple Language Packs, see Requirements for Siebel Enterprise Server Installation and Configuration.

     The Installer Path screen appears.

10. Select the directory in which you want to install Siebel Enterprise Server components and click Next.

    By default, setup installs in the /siebel directory. If desired, you may choose a different installation directory by either clicking Browse to choose a different directory or typing the fully qualified path to the installation directory. Make sure the installation directory is recorded in a copy of the worksheet in Deployment Planning Worksheet.

    CAUTION:  If you are adding components to an existing Siebel Enterprise Server, you must install into the same root directory, such as /export/home/siebel, or else the installer may assume you are trying to create a new Siebel Enterprise Server.

    NOTE:  The directory name must use standard alphanumeric characters, including the underscore. No other characters or spaces are allowed.

    The installer prompts you to select the product or products you want to install.

11. Choose the Siebel Enterprise Server components you want to install. Choose one or more of the following options and click Next:
    • Gateway Name Server
    • Siebel Server
    • Database Configuration Utilities
    • EAI Connector

      The Database Configuration Utilities must be installed with a Siebel Server, or on the same machine where a Siebel Server is already installed. You cannot install Database Configuration Utilities without Siebel Server on the same machine.

      This procedure generally assumes you are installing a new instance of Siebel Enterprise Server. Enterprise Server components you do not install now can be installed later. Components that have already been installed for this instance are unavailable for selection.

      If you install more than one Siebel Enterprise Server component at once, the installer and the Configuration Wizard will prompt you for the installation parameters of each component individually, and in the necessary sequence. If you cancel configuration, you must run the Configuration Wizards later to configure all components in the correct sequence.

      For more information about different ways of deploying Siebel Enterprise Server components, see Siebel Deployment Planning Guide. See also Determining Your Installation and Configuration Method.

      NOTE:  Before proceeding, review the installation requirements for each component you plan to install and perform any necessary preinstallation tasks. See Requirements for Siebel Enterprise Server Installation and Configuration and other applicable topics.

12. Choose the type of installation to execute from the following options and click Next.
    • Typical. Installs all components.
    • Compact. Installs a minimum set of components.
    • Custom. Lets you choose which specific components you want to install.

      The items installed or available to be installed for each of these choices are listed in the tables below, for each Siebel Enterprise Server component.

    • For Gateway Name Server, all choices are the same and install one mandatory item only.
    • Siebel Server installable components are listed in the following table:

      Installation Option	Products
      Typical	Siebel Server Executables Siebel Server Core Components Siebel Server Remote Components Siebel Server Object Manager Siebel Field Service Components Data Quality Connector—Used to configure Data Quality with FirstLogic software Siebel Management Agent NOTE:  Before installing, it is recommended to review Installing Siebel Management Agent and Siebel Management Server.
      Compact	Siebel Server Executables Siebel Server Core Components Siebel Server Remote Components Siebel Server Object Manager Siebel Field Service Components Data Quality Connector
      Custom	CAUTION:  Do not clear Siebel Server Executables, Siebel Server Core Components, or Application Object Manager, or your Siebel Business Applications will fail. Siebel Server Executables Siebel Server Core Components Siebel Server Remote Components Siebel Server Object Manager Siebel Field Service Components Data Quality Connector Siebel Management Agent NOTE:  Before installing, it is recommended to review Installing Siebel Management Agent and Siebel Management Server.

    • Database Configuration Utilities installable components are listed in the following table:

      Installation Option

      Products

      Typical, Compact, Custom

      Sample Database Support—File attachments for Siebel seed data. Oracle Database Enterprise Edition—Database scripts for the Siebel Database on Oracle. See also Guidelines for Creating Oracle Database Objects. IBM DB2 UDB for Unix and Windows—Database scripts for the Siebel Database on DB2 UDB for UNIX and Windows. See also Guidelines for Creating DB2 UDB Database Objects. IBM DB2 UDB for z/OS—Database scripts for the Siebel Database on DB2 UDB for z/OS. (This platform is described in Implementing Siebel Business Applications on DB2 UDB for z/OS.) NOTE:  If you select Custom installation, be sure to also select Sample Database support. When Sample Database support is installed, additional files are copied to a directory in the Siebel File System after configuration. These files are required to read attachments. For more information, see Populating the Siebel File System.

      In general, using Typical is recommended for each Siebel Enterprise Server component, unless you are certain that your requirements differ from what is included in a Typical install.

      For example, if you will be using Siebel Server Sync, you must install Siebel Server with a Custom installation type and select PIM Server Integration. See also Siebel Server Sync Guide.

      NOTE:  It is not possible to add items later for a Siebel Enterprise Server component if they were not part of the initial installation—you must uninstall and reinstall the component to add such items later.

      If you chose Custom installation, select the components that you want to install and click Next.

      For a new installation, proceed to Step 13. If you are adding products to an existing installation, go to Step 14.

13. Select the language or languages you are installing for your Siebel Enterprise Server and click Next.

    Servers are installed with at least one language. Languages must be installed in order to run applications using these languages. The first language you install also functions as the primary (base) language for your Siebel Enterprise Server, in which your server messages and logs will display.

    If you install multiple languages, when you configure the Siebel Server you can specify which installed languages to deploy and which installed language is to be the primary language.

    You can install additional languages at a later date. If you add languages to an existing installation, you must also reinstall any patch releases that may have been installed after the base installation.

    For more information about installing and deploying languages, see:

    • Planning RDBMS Installation and Configuration
    • Requirements for Siebel Enterprise Server Installation and Configuration
    • About Installing and Deploying with Multiple Languages
    • Preparing to Run Siebel Server Components After Installing
    • Siebel Global Deployment Guide

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

      For a new installation into this install directory, go to the next step.

      If you are adding languages to an existing installation, proceed to Step 16.

      The installer displays the location into which it will install the Siebel Enterprise Server components, identifies which components you elected to install, and displays the disk space required for the software you are installing.

14. Click Next to copy the files for the selected products 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 and indicates its progress.

    After all Siebel Enterprise Server files are installed, depending on which Siebel Enterprise Server components you installed, the installer may launch one or more wizards in succession, each representing a Configuration Wizard task.

15. Perform one of the following actions:
    • Continue with configuring the components you installed (in sequence).

      If you installed multiple components, you can configure all installed components or just some of them, provided you meet configuration requirements.

      For detailed information about configuration, see Performing Configuration Tasks.

    • Exit all applicable Siebel Configuration Wizards and configure later. Note that you cannot operate the Siebel Enterprise Server components until they are configured.

      After you complete or cancel configuration, the installer displays the following message:

    The InstallShield Wizard has successfully installed Siebel Enterprise Server. Choose Finish to exit the wizard.

16. To exit the installer, click Finish.

To review installation log files

• If you would like to review events that occurred during the installation, you can access log files generated by the installer. Log files are located at $SIEBEL_ROOT/log.txt, SIEBSRVR_ROOT/LOG, SIEBEL_GATEWAY_ROOT/LOG, or similar locations.

To verify the installation

1. Navigate to $SIEBEL_ROOT/gtwysrvr, $SIEBEL_ROOT/siebsrvr, or another product directory.
2. Using a text editor like vi, open the base.txt file. It identifies the version number for the installation just completed, for example:

   8.0 [20405]

   See Reviewing the Siebel Enterprise Server Installation. For other verification, configuration, and postinstallation tasks, see Configuring Siebel Enterprise Server and Related Components.