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Installing the Siebel Tools Client

This topic describes how to install the Siebel Tools Client.

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 Tools

1. In Windows Explorer, navigate to the Siebel image location for the current software version. Then navigate to the directory where the installer is located.

   In this case, navigate to Siebel_Image\Windows\Client\Siebel_Tools.

   where:

   • Siebel_Image = The directory for your version-specific Siebel network image, such as D:\Siebel_Install_Image\8.0.0.0.
2. Double-click install.exe to start the Siebel Tools Client installer.

   The Choose Setup Language screen appears.

3. Select the language in which you would like to run the installer.

   The default installation language is the one that corresponds to the current language of the operating system.

4. If you have an existing Siebel Tools installation, you can choose to add Language Packs to this installation. If you do not have an existing installation, go to the next step.
   • If you are installing a new instance of the Siebel Tools client, click Next.
   • If you are adding languages to an existing Siebel Tools installation:
     • Select the check box next to the line identifying the existing installation to which you are adding languages, then click Next.
     • Select the check box next to each language you are installing, then click Next.
     • Proceed to Step 7.

       The Welcome screen appears.

5. Click Next to proceed.
6. On the Setup Type screen, perform the following:
   1. Choose the type of installation to execute from the following options:
      • Typical. Installs all Siebel Tools components. This option is recommended for most users. This option does not install the report source code which is required for creating custom reports.
      • Compact. Installs all modules except the help files and report source code.
      • Custom. Lets you customize your installation by choosing among different components. Total required disk space is shown for all selected options, along with the available space on the target drive. This option is recommended for experienced administrators only. If you want to create custom reports you must perform a custom setup and check the report source code component.

        NOTE:  A warning appears if there is insufficient disk space to install Siebel Tools on the target drive. In this case, you must free some disk space before continuing with the installation.

   2. Select a destination directory and click Next.

      By default, setup installs in the directory C:\Program Files\Siebel\8.0\Tools. If desired, you may choose a different drive for installation by clicking Browse. If you specify a directory other than C:\Program Files\Siebel\8.0\Tools, make the appropriate substitutions as you read this chapter.

      The Siebel Business Rules Developer is installed in the Rules subdirectory.

      CAUTION:  Do not install Siebel Tools in the same directory as the Siebel client. Doing so may cause memory conflicts and program crashes.

      The Choose Languages screen appears.

7. Select the language you want to install and click Next.

   NOTE:  Siebel Tools must be installed with the U.S. English (ENU) Language Pack. If you need to customize non-ENU reports, you can install other Language Packs as well. The files specific to the languages chosen in this step are copied to your workstation.

   The Server Database screen appears.

8. Select the database client and server, and click Next.

   NOTE:  The installer checks that the prerequisite database software is installed on the machine. If it is not, the installer will not proceed.

   The File System Server Information screen appears.

9. Type the Siebel File System directory path. Use either the UNC name of the Siebel File System directory or a drive letter mapped to it.

   The Remote Server Information screen appears.

10. Type the Siebel Remote Server host name (network name or the machine name) to which this client will connect.

    Record the information you provided in Step 9 and Step 10 in your copy of the worksheet in Deployment Planning Worksheet.

    The Database Information screen appears.

11. Specify the database identification in the worksheet in Deployment Planning Worksheet.

    NOTE:  For a development environment database, make sure you are using binary sort order. For details, see the guidelines for selecting a language for your RDBMS, in Configuring the RDBMS.

    • Oracle
      • Database Alias. Type the connect string for your Siebel Database, as recorded in the worksheet.
      • Table Owner. Type the name of the database account that owns the Siebel tables, as recorded in the worksheet.
    • DB2 UDB
      • Database Alias. Type the database alias for your Siebel Database, as recorded in the worksheet.
      • Table Owner. Type the name of the database account that owns the Siebel tables, as recorded in the worksheet.
12. In the Enterprise Server Information screen, specify the address of the Siebel Gateway Name Server and the name of the Enterprise Server to which this Siebel Tools client will connect.

    The Gateway Name Server Address is the network name or the IP address of the machine on which the Siebel Gateway Name Server is installed. To enter a specific port number, append the Gateway Name Server Address string with a colon and the desired port number.

    The Enterprise Server name is the name under which the Siebel Servers that support this Siebel Tools client's server database were installed.

13. Select the program folder where you want the Siebel Tools icons to be installed. The default is Siebel Tools 8.x. If you want to change the default, you have the following options:
    • Select a folder from the list.
    • Type in a new program folder name.

      Clicking Next in this step initiates file transfer. The setup program copies files to the local hard disk. A status bar in the Setup Status dialog box indicates the progress of the installation.

      The Event Log dialog box appears after the installer starts copying files. It describes the steps the installer completes during your Siebel Tools installation.

      A message appears, stating that language files are being installed.

      The installer completes the installation and displays the Event Log screen.

14. Review the information on this screen and in the file SSD8.0_setup.log, created in the Siebel Tools installation directory. If necessary, take appropriate action to address the errors and rerun the installation. Otherwise, click Next to complete the installation.