Siebel Analytics Installation and Configuration Guide
What's New in This Release
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Siebel Analytics Installation Options
Purpose of the Siebel Analytics Installation and Configuration Guide
Siebel Analytics Installation and Licensing Options
Product Licensing Options for Siebel Analytics
License Key Information for Windows
Notes on Your Installer Choices
How Analytics Applications Licensing Affects Repository Size
Siebel Analytics Server Licensing Required By Other Siebel Programs
Related Siebel Analytics Documentation
Siebel Analytics Deployment Diagram
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Preparing Windows Environment for Installing Siebel Analytics
Setup Requirements for Analytics Applications Installation
Installing a Web Server for Siebel Analytics Web (Windows)
Third-Party Software Setup Under Windows Platforms
Configuring Internet Information Server (IIS) for Siebel Analytics
Installing the Microsoft Data Access Components (MDAC)
Installing MDAC
Uninstalling or Upgrading Siebel Analytics (Windows)
Upgrading the Siebel Analytics Platform With an Older Repository
Upgrading Siebel Analytics Platform for Integrated Applications
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Installing Siebel Analytics Under Windows
Process of Installing the Siebel Analytics Platform Under Windows
Running the Siebel Analytics Installation Wizard (Windows)
Initializing the Siebel Analytics Installation (Windows)
Troubleshooting the Siebel Analytics Installation (Windows)
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Configuring Siebel Analytics in the Windows Environment
Postinstallation Check of Siebel Analytics Components (Windows)
Checking Permissions Settings for Windows Installation Folders
Checking the Analytics Installation Log Files (Windows)
Process of Configuring Siebel Analytics Server Under Windows
Changing Database Connection Pool Settings
Changing the Account Under Which a Windows Service Runs
Changing the Analytics Default Active Server Page
Configuring DB2 Connect for Siebel Analytics Server Queries
Process of Configuring Siebel Analytics Web (Windows)
Process of Configuring Apache Tomcat Web Server (Windows)
Configuring the Apache Tomcat Web Server for Siebel Analytics Web (Windows)
Testing the Tomcat Web Server Installation Under Windows
Configuring the ISAPI Plug-In for Siebel Analytics Web
Process of Configuring Scheduler Server for Stand-Alone Analytics
Creating Analytics Scheduler Databases and Tables for the Scheduler
Creating Analytics Scheduler Databases and Tables for a Relational Database
Process of Configuring Scheduler Server (All Deployments)
Configuring Scheduler and Analytics Web Servers Installed on Separate Machines
Changing Scheduler Table Names (Windows)
Changing Scheduler Table Names (UNIX)
Siebel Analytics Scheduler as a Background Process (UNIX Only)
Updating the Scheduler Configuration (UNIX)
Configuring Analytics on Separate Machines Under Windows
Configuring Analytics on a Web Server Machine (Windows)
Configuring Analytics on a Siebel Analytics Server Machine (Windows)
Configuring Oracle Databases for the Siebel Analytics Server Machine
Background Topics for Configuring Siebel Analytics Under Windows
Configuring the Siebel Data Warehouse and the Data Warehouse Application Console
The Siebel Analytics Repository
Configuring the Analytics Web Server and HTTP Server (Windows)
Installation Sequence for Apache Tomcat (Windows)
Accessing Siebel Analytics Applications Dashboards
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Preparing UNIX Environment for Installing Siebel Analytics
Windows Requirements for UNIX Platforms
Siebel Analytics Components Supported Under UNIX
Installation Requirements for All UNIX Platforms
Installation Requirements for HP-UX
Uninstalling or Upgrading Siebel Analytics (UNIX)
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Installing Siebel Analytics Software in the UNIX Environment
Installing Siebel Analytics Components (UNIX)
Downloading Siebel Analytics Installation Files
Using the Correct Analytics Installation Type
Running the Analytics Installer Script
UNIX Installation Script Prompts
Installing Complete Stand-Alone Analytics (UNIX)
Installing Parts of Analytics Stand-Alone (UNIX)
Installing Stand-Alone Siebel Analytics Server Only (UNIX)
Installing Stand-Alone Analytics Client Only (UNIX)
Installing Stand-Alone Siebel Analytics Web Only (UNIX)
Installing Stand-Alone Analytics Scheduler Only (UNIX)
Installing Stand-Alone Cluster Controller Only (UNIX)
Installing Complete Analytics Applications (UNIX)
Installing Partial Analytics Applications (UNIX)
Installing Siebel Analytics Server Only for Analytics Applications (UNIX)
Installing Analytics Client Only for Analytics Applications (UNIX)
Installing Siebel Analytics Web Only for Analytics Applications (UNIX)
Installing Scheduler Only for Analytics Applications (UNIX)
Installing Cluster Controller Only for Analytics Applications (UNIX)
Installing Siebel Data Warehouse Only (UNIX)
Inserting Your Siebel Analytics Web License Keys (UNIX)
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Configuring Siebel Analytics in the UNIX Environment
UNIX Scripts for Basic Siebel Analytics Server Settings
Siebel Analytics Scripts for Korn, Bourne, or Bash Shells
Siebel Analytics Scripts for C Shell
Starting or Restarting the Servers (UNIX)
Configuring Native Databases (UNIX)
Locating the Database Setup Script (UNIX)
Changing the Analytics Database Type
Changing Database Connection Pool Settings (UNIX)
Configuring DB2 Connect (UNIX)
Setting the ORACLE_HOME Variable for Solaris
Setting Oracle Databases for the Siebel Analytics Server Machine
Configuring HP-UX with Oracle 9i Clients
Configuring Siebel Server Data Sources (UNIX)
Configuring ODBC Data Source for Analytics (UNIX)
Configuring Teradata Data Source for Analytics (UNIX)
Configuring Siebel Analytics Server (UNIX)
Localizing Sort Order Settings (UNIX)
Setting SORT_ORDER_LOCALE (UNIX)
Updating Configuration Settings (UNIX)
Postinstallation Tests of Analytics Client and Server (UNIX)
Testing the Siebel Analytics Server Installation (UNIX)
Testing the Analytics Client Installation (UNIX)
Process of Configuring Siebel Analytics Web (UNIX)
Configuring a Custom Name for a Virtual Web Server
Process of Configuring the Analytics Web and HTTP Servers (UNIX)
Configuring a Custom Name for a Virtual Web Server
Creating a WebARchive (WAR) File for Siebel Analytics Web
Process of Installing Siebel Analytics Web on Sun ONE Web Server (Solaris)
Creating a New Virtual Server on Sun ONE
Editing the web-apps.xml File on Sun ONE
Testing the Sun ONE Web Server
Configuring Sun ONE for Analytics Disconnected Client
Configuring Apache Tomcat Web Server for Stand-Alone Analytics (UNIX)
Testing the Tomcat Web Server Installation (UNIX)
Background Topics for Configuring Analytics in UNIX Environments
About Editing the Siebel Analytics Initialization File Under UNIX
About the instanceconfig.xml File and Siebel Analytics Web Under UNIX
About the Siebel Analytics Web ODBC DSN
About the Siebel Analytics Web Catalog Under UNIX
About Updating Row Counts in Native Databases
About Siebel Analytics Server Environment Variables for IBM AIX
Troubleshooting the Siebel Analytics Installation (UNIX)
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Administering Analytics Servers
Default Settings for Siebel Analytics Server Configuration Files
Stopping the Analytics Servers
Restarting the Analytics Servers
Restarting the Servers (Windows)
Restarting the Servers (UNIX)
Changing the Account Under Which a Windows Service Runs
Setting Up a Servlet Container Web Server Scratch Directory (UNIX)
Siebel Analytics Executable Files
Siebel Analytics Windows Command Utilities
Siebel Analytics UNIX Command Utilities
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Configuring User Authentication and Security in Siebel Analytics
User Authentication Support in Analytics
Process of Configuring LDAP and ADSI for Analytics Authentication
Configuring IKeyMan for CMS Key Generation
Generating a CMS Key Database File
Setting Up LDAP Authentication
Background Topics for Analytics User Authentication
LDAP and ADSI Authentication in Siebel Analytics
Levels of Security in Siebel Analytics
Metadata Object Level Security (Repository Groups) in Siebel Analytics
Metadata Object Level Security (Web Catalog Groups) in Siebel Analytics
Data-Level Security in Siebel Analytics
Responsibilities and Access in Siebel Analytics Applications
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Installing and Configuring Clustered Siebel Analytics Servers
Installation Requirements for the Analytics Cluster Server Feature
Installing the Siebel Analytics Server Clustering Feature
Identifying the Siebel Analytics Clustering Components
Granting the Analytics Log On as a Service Right (Windows)
Installing the Server Clustering Feature
Process of Configuring Clustered Servers, Clients, and Controllers
Configuring Clustered Servers and Cluster Controllers
Modifying a Clustered ODBC (UNIX)
Forcing Siebel Analytics Web to Use a Clustered ODBC
Key Components of an Analytics Server Cluster
Cluster Controller Functions
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Localizing Siebel Analytics Deployments
Changing Localization Variables in the Siebel Analytics Repository
Changing Configuration File Settings for Japanese Localizations on AIX
Configuring Unicode Support for Analytics Charts
Converting Chart Fonts for Analytics Web Charts
Adding Converted Fonts to Charting Image Server
About Upgrading Siebel Analytics Seed Data for Non-English Locales
Importing Locale Seed Data into the Siebel Transactional Database
Importing Siebel Financial Services Metadata Files
Changing the Default Currency in Analytics Applications
Process of Maintaining Translation Tables for Analytics
Externalizing Metadata Strings
Checking the Execution Order of Initialization Blocks
Using the Externalize Strings Utility for Localization
Adding Custom Translations to S_MSG Table
Adding Lists of Values for Siebel Analytics Metadata
Adding String Translations for Siebel Analytics Metadata
Editing Custom Labels in Siebel Analytics Dashboards
Displaying Localized Column Field Names in Siebel Miner or Data Mining Workbench
Background Topics for Localizing Siebel Analytics Deployments
About Installing Siebel Analytics Localization Packs
The WEBLANGUAGE Session Variable
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Configuring the Siebel Analytics Application Repository
Process of Configuring an Analytics Repository
Stopping and Starting Services When Importing a Repository (Windows Only)
Changing the Default Analytics DSNs
Changing the Analytics Database Type
Creating a Dedicated Analytics Repository
Background Topics for Configuring the Siebel Analytics Repository
Preconfigured Analytics Database Connections
Analytics Initialization Blocks
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Integrating Analytics Dashboards and Operational Applications Data
Process of Upgrading Seed Data
Importing Siebel Industry Applications Seed Data
Updating Older Analytics Seed Data
Upgrading Older Analytics Repositories (UNIX)
Completing the Initialization in the Siebel Operational Application
Updating the Siebel Operational Application
Reapplying Customized Style Sheets
Process of Configuring Siebel Analytics with Siebel Web Extension (SWE)
Creating a Virtual IP Address for the SWE and Siebel Analytics Web
Testing the Virtual IP Configuration for Siebel Analytics and the SWE
Configuring Analytics Action Links
Configuring Action Links Containing Single Quotation Marks
Testing Siebel Analytics Action Links
Integrating Analytics and Siebel Operational Applications
Accessing Optional Analytics Applications
Configuring the Browser Settings for Operational Applications
Process of Customizing Analytics Application Home Page and Dashboards
Customizing Analytics Content on the Siebel Operational Application Home Page
Determining the Path Argument
Adding Views for Custom Analytics Dashboards
Verifying NQHOST Setup for Pharma Field Analytics Client
Integrating the Pharma Application Home Page with the Pharma Field Analytics Client
Importing Pharma Application Target Lists to the Pharma Field Analytics Client
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Configuring Authentication in Analytics and Operational Applications
Object-Level Security in Analytics
Data-Level Security in Analytics
Integrated Security for Responsibilities and Groups in Analytics Applications
Responsibilities and Access in Analytics Applications
Checking Analytics Applications User Responsibilities
Registering a New Analytics Applications User Responsibility
Metadata Object Level Security (Repository Groups) in Analytics
Metadata Object Level Security (Web Catalog Groups) in Analytics
Web Catalog Security in Analytics Applications
Data-Level Security in Analytics Applications
Implementing Data-Level Security in the Analytics Repository
Initialization Blocks and Security-Related Information in Analytics
Filters For Analytics Security Groups
Configuring Analytics Repository Table Joins for Security
Position and Organization Initialization Variables in Analytics Applications
Default Security Settings in Analytics Applications
Siebel Operational Applications Security
Siebel Sales Analytics Security Settings
Siebel ERM Analytics Security Settings
Siebel Partner Relationship Management Analytics Security Settings
Changing the Security Group from Position-Based to Organization-Based in Analytics
Siebel Industry Applications Security Settings
Consumer Sector Analytics Security Settings
Communications, Media, and Energy (CME) Analytics Security Settings
Financial Services Analytics Security Settings
Life Sciences Analytics Security Settings
Usage Accelerator Analytics Security Settings
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Configuring Metadata for Analytics Applications
Configuring Analytics Metadata For Siebel Operational Applications
Updating Finance Analytics Logical Table Sources
Externalizing Financial Services Metadata Translation Strings
Disabling the Finance Analytics Logical Table Sources
Enabling Dashboard Forecasting Charts
Developing and Deploying Predictive Scores
Configuring Siebel Applications for Attribute Analysis
Metadata Requirements for Analytics Applications
Consumer Sector Metadata
Consumer Goods Dashboards and Pages
Consumer Goods Data Requirements
CME Metadata
CME Dashboards and Pages
CME Data Requirements
Order Management Analytics
Life Sciences Analytics Metadata
Configuring Dimensions Common to All Subject Areas
Positions Dimension
Alignments Dimension
Products Dimension
Product Costs Dimension
Configuring Dimensions Specific to Life Sciences Subject Areas
Pharma Sales Effectiveness
Pharma Product Categories
Pharma Promotional Effectiveness
Pharma Medical Education Effectiveness
Pharma Customer Demographics
Pharma Objectives Achievement
About Analytics Applications Licensing
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Installing the Disconnected Analytics Client and Briefing Book Reader
Installing the Analytics Disconnected Client
Running Disconnected Client in Silent Mode
Configuring Pharma Field Analytics Client ODBC DSN
Installing Briefing Book Reader
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NQSConfig.INI File Reference
Location of the Siebel Analytics Configuration Initialization File
Rules for Siebel Analytics Configuration File Parameters
Siebel Analytics Configuration File Parameters and Syntax
Parameters in the Configuration File Repository Section
Parameters in the Configuration File Cache Section
Parameters in the Configuration File General Section
How the SIZE Parameters Affect Siebel Analytics Performance
Parameters in the Configuration File Security Section
Parameters in the Configuration File Server Section
Parameters in the Configuration File Dynamic Library Section
Parameters in the Configuration File User Log Section
Parameters in the Configuration File Usage Tracking Section
Parameters in the Configuration File Optimization Flags Section
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NQClusterConfig.INI File Reference
Location of the Siebel Analytics Cluster Configuration Initialization File
Rules for the Siebel Analytics Cluster Configuration File Parameters
Siebel Analytics Configuration File Cluster Section Parameter and Syntax
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