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Installing and Configuring the Siebel Server

This topic explains how to run the installation wizard for installing and configuring the Siebel Server.

There are several prerequisites for launching the installation wizard:

In most cases, the installation should be performed by a nonroot user for simpler administration and maintenance. However, root access is required if you plan to configure the Siebel Gateway Name Server or Siebel Server for auto-start.To avoid DVD swapping, copy all installation files, including the required language files, to a common installation directory within your system or use the Network Image Creator. For more information, see Selecting Your Media for Installation. If you elect to do so, note that you may not get some of the prompts regarding swapping the DVD in the following procedure.

NOTE:  In a Unicode-enabled database environment, you can install any available Siebel Language Pack. In a non-Unicode database environment, you must consider the correlation of the Language Packs you want to install and the characters supported by your database code page. For example, in a Western European code page database, you can install only Western European Language Packs, such as for English, French, Spanish, or German. In a Japanese code page database, you can install only Japanese or English Language Packs.

If you are using X-connectivity software to access a UNIX machine from a Windows machine, you might experience unexpected exiting or hanging by the installer. If this is the case, try using a later version of the X-connectivity software. For Exceed, for example, use Exceed 8.0 or greater. For proper Java GUI displays on your local machine, set XTerm display values, using the command setenv DISPLAY xxx.xxx.xxx:0.0 or setenv DISPLAY hostname:0.0. If you observe poor performance or unexpected behavior using an emulator, telnet to the UNIX server and use console mode to perform installation. For details on installing in console mode, see Console Mode Installation and Configuration.

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

To install and configure a Siebel Server

  1. Stop all Siebel Server processes except the one for Siebel Gateway Name Server.
  2. (AIX only) Verify that the login ID performing installation has permission to run slibclean by asking the administrator to change the permission as follows:

    chmod 6555 /usr/sbin/slibclean

  3. If you are installing from DVD, insert the appropriate DVD for the Siebel applications into the DVD drive of the chosen server, and mount this DVD:
    • Siebel eBusiness Applications, Base Applications for UNIX_OS
    • Siebel Industry Applications, Base Applications for UNIX_OS

      where:

      UNIX_OS = Your UNIX operating system, such as AIX, HP-UX, or Solaris

      NOTE:  The volume label for the DVD is seaUNIX_OSunibase (for Siebel eBusiness Applications) or siaUNIX_OSunibase (for Siebel Industry Applications), where UNIX_OS is aix, hpux, or sol.

      As a convenience, you may also want to mount the seaalllanglep (for Siebel eBusiness Applications) or siaalllanglep (for Siebel Industry Applications) DVD, where lang is the code for the language you are installing, on a different DVD drive for the same machine.

  4. Log on to the server, using the Siebel user account that you recorded in the copy you made earlier of Deployment Planning Worksheet.

    If a Siebel Server is installed by root, then only root can stop and start the server. Use a Siebel account other than root that has the correct authorizations to install. For more information on creating Siebel accounts, see Creating the Siebel Service Owner Account.

  5. Open a new shell and navigate to the root directory of the DVD or to the appropriate network directory, if you are installing from a network image.
  6. Navigate to the UNIX_OS/Server/Siebel_Enterprise_Server directory, where UNIX_OS is your UNIX operating system, such as AIX, Solaris, or HPUX (for HP-UX).
  7. Unset any Siebel-specific environment variables. To view current environment variable settings, enter set (Korn shell) or env (C shell) in the shell window.
  8. Verify the directories and permissions to those directories into which you will install the product. You must have write and execute permission.
  9. To start the Siebel Server installation process, enter the following command, appending any valid flag to it, as described in Additional Flags for Installation Commands.

    ./setupUNIX_OS

    where:

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

    The Installer Welcome screen appears.

  10. Click Next.
  11. Depending on whether you are installing your Siebel Server files for the first time or adding a new language to an existing instance, take the appropriate action, and then click Next:
    • To install the server software in a new instance, or to install the Siebel Server in the same location where you previously installed Siebel Gateway Name Server, select None as the default and click Next. Proceed to Step 12.
    • To install a new language in an existing instance, select the displayed instance and click Next. Proceed to Step 16.

      See also Guidelines for Installing Multiple Language Packs on the Siebel Server for important additional information on this topic.

      The Installer Path screen appears.

  12. Enter the fully qualified path to the installation directory and click Next or choose a different directory by taking the following steps:
    1. Click Browse and navigate to the installation directory.
    2. Record the fully qualified location that you recorded in Deployment Planning Worksheet.

      The directory name should be standard alphanumeric characters, including the underscore. No other characters or spaces are allowed.

  13. Click Next.

    The Installer Product Selection screen appears.

  14. Choose the server products you want to install, and for which you are licensed, and click Next.

    If you install all licensed components at once, the Siebel Enterprise Server Installer and the Siebel Software Configuration Wizard prompts you later for the installation parameters of each component individually and in the sequence required.

    The Setup Type screen appears.

  15. Choose the type of installation to perform from the following options and click Next to continue:
    • Typical. Installs all Siebel Server components.
    • Compact. Installs only those components necessary to run the Siebel Gateway, but no additional components or help. This selection is not supported for the Siebel Server.
    • Custom. Lets you customize your installation by choosing the specific components you want to install.

      The Custom option allows you to clear any specific server components (listed as follows) that you do not want to install:

      • Siebel Server Executables
      • Siebel Server Core Components
      • Siebel Server Remote Components
      • Siebel Server Object Manager
      • Siebel Field Service Components
      • Data Quality Connector

        CAUTION:  Do not clear Siebel Server Executables, Siebel Server Core Components, or Application Object Manager or your Siebel eBusiness Applications will fail.

        The Installer Language Selection screen appears, if you have not installed other components in this directory; otherwise, proceed to Step 17.

  16. Choose the language or languages to install and click Next.

    All servers are installed with at least one primary (base) language. Additional languages can be installed at a later date, if desired. For more information on multilingual deployments, see Global Deployment Guide on the Siebel Bookshelf.

    When installing languages at a later date, you must also reinstall any patches that have been run on the directory.

    For a list of supported code pages and encoding strategies, see System Requirements and Supported Platforms on Siebel SupportWeb.

    The Installer eBriefing screen appears.

  17. Choose which, if any, of the eBriefing or eContact products licensed by your organization and click Next.

    NOTE:  If you choose eBriefing and eContact Services, a license agreement screen appears. If you reject the license agreement, the Configuration Wizard exits.

    The Installer Verification screen appears.

  18. Verify the products to be installed, the path to the installation location, and the size of the installation, and then click Next.

    The installer proceeds to install the specified files. After the specified files have been copied to the installation location, this message appears:

    Setup did not find the lang language pack on the current media. Please insert the DVD containing the lang language pack and select the setupUNIX_OS file from the lang folder.

    where:

    lang = The code for the language you are installing, such as enu for U.S. English.

    UNIX_OS = Your UNIX operating system, such as aix, hp, or sol.

    NOTE:  For Siebel Industry Applications, the Windows and UNIX Language Packs are on different DVDs.

  19. If you have not yet done so, insert the appropriate language DVD into the drive of the machine onto which you are installing the Siebel Server, and navigate to the location of the selected language (Siebel_Enterprise_Server/lang), where lang stands for the Siebel language code.

    NOTE:  The volume label for the DVD is either seaalllanglep (for Siebel eBusiness Applications) or siaalllanglep (for Siebel Industry Applications).

    Clear the filter dialog box, if needed, to be sure that you can see the appropriate files.

    If you choose to copy the DVD contents to a directory location on the file system, you should mount the host directly, as in the following example:

    mount host:/directory_on_host /mount_point

    where:

    host = The machine name

    directory_on_host = The directory to be mounted

    mount_point = The name you want to use for the mount point

  20. Select setupUNIX_OS and click OK.

    When installation of all the language files has been completed, the installer prompts you again for the base DVD:

    Please re-insert the base DVD and browse to the "setupUNIX_OS" file to enable setup to continue.

  21. Navigate again to the base DVD mount point on the network, locate Siebel_Enterprise_Server/setupUNIX_OS, and click OK.

    Which screen appears next depends on whether you are installing one or multiple languages.

    • If you are installing more than one language, the Primary Language screen appears. Proceed to Step 22.
    • If you are installing only one language, the Address and Port screen appears. Proceed to Step 23.
  22. Select the primary (base) language and click Next.

    This is the primary (base) language for your enterprise—the language in which you want your Siebel Server to run and which you normally want to read messages.

    The Address and Port screen appears.

  23. Enter the address and port number of the Siebel Gateway Name Server and click Next.

    The Component Groups screen appears.

  24. Choose the component groups that you want to be automatically enabled at start-up of the Siebel Server, and then click Next.

    For a list of server component groups and their individual components, refer to Enabling Server Components.

    If Mobile Web Client users must be able to synchronize with this Siebel Server, select Siebel Remote. Likewise, if you have purchased a license for any of the other Siebel product modules listed on this screen, select them now.

    The Siebel Enterprise Name screen appears.

  25. Enter the name of the new Siebel Enterprise and click Next.

    The Siebel File System Path screen appears.

  26. Enter the path to the Siebel File System and click Next.

    The Description screen appears.

  27. Add a brief description of the Siebel Enterprise and click Next.

    The Synchronization Manager screen appears.

  28. Accept the default port 40400 for the Synchronization Manager, or change it to another port number that is not used, and click Next.

    The Data Matching screen appears.

  29. Choose the software this installation uses for data matching and click Next.

    The Database Selection screen appears.

  30. Choose the database for this Enterprise and click Next.
  31. Enter the appropriate configuration information for the database you selected and click Next.
    • Oracle (9i or 8i). Enter the connect string appropriate for connecting to the database and proceed to Step 34.
    • DB2 UDB for Windows and UNIX. Enter the name of the database and proceed to Step 34.
    • DB2 UDB for z/OS and OS/390. Enter the name of the database and proceed to Step 32.
  32. Enter the DB2 UDB for z/OS and OS/390 database Schema Qualifier or Tableowner.

    The SQL ID screen appears.

  33. Accept the default or enter a new SQL ID and proceed to Step 35.

    The Tableowner screen appears.

  34. Enter the Tableowner Name for Oracle.

    The database username screen appears.

  35. Enter the database username.

    The database user password screen appears.

  36. Enter the database user password and confirm.

    The Chart Server screen appears.

  37. Enter the Chart Server host name.

    The Chart Image Format screen appears.

  38. Select the desired Chart Image Format.

    The Encryption Type screen appears.

  39. Select the Encryption Type.

    The Siebel Server name screen appears.

  40. Enter a unique name for this Siebel Server.

    The Siebel Server Description screen appears.

  41. Enter a unique description for this Siebel Server.

    If you have selected DB2 in Step 30, the DB2 client screen appears. Proceed to Step 42; otherwise, proceed to Step 43.

  42. Enter the full path to the directory where the DB2 client is installed.

    The Synch Manager port screen appears.

  43. Select whether or not to override the synchmgr static port.

    If you select Yes, proceed to Step 44; otherwise, proceed to Step 45.

    The port number override screen appears.

  44. Enter a new port number that is not used by any other components.

    The Search Server screen appears.

  45. Perform one of the following actions, based on your business requirements, and click Next:
    • Configure as a Search Server. Proceed to Step 46.
    • Configure to point to a Remote Search Server. Proceed to Step 47.
    • Skip. Proceed to Step 48.
  46. On the Fulcrum screen (for Hummingbird SearchServer), enter the full path to the Fulcrum installation directory and proceed to Step 48.
  47. On the Remote Search Server screen, enter the hostname and the port number for the Remote Search Server and click Next.

    The autostart screen appears.

  48. Indicate whether or not this Siebel Server should be enabled for autostart.

    The Start the Server screen appears.

  49. Indicate whether or not you want to start the server.

    The SSL screen appears. For details on SSL, see Security Guide for Siebel eBusiness Applications.

  50. Select whether or not you want to deploy SSL.
  51. On the Configuration Type screen, indicate whether or not you want to configure the Siebel Enterprise SSL, or just the Siebel Server SSL, and click Next.
    • Configure Siebel Enterprise SSL. If you select this option, click Next and proceed to Step 52.
    • Configure Siebel Server SSL. Proceed to Step 52.
  52. On the Certificate File Name, enter the full path to the certificate file you have already created and click Next.

    The CA File Name screen appears.

  53. Enter the full path to the CA certificate file you have already created and click Next.

    The Private Key File Name screen appears.

  54. Enter the full path to the Private Key File Name and click Next.

    The Private Key Password screen appears.

  55. Enter the password for the Private Key File and confirm it by reentering it.

    The Peer Authentication screen appears.

  56. Indicate whether or not you want to implement peer authentication by selecting yes or no.

    The Validate Peer Certificate screen appears.

  57. Indicate whether or not you want to validate peer certificate.

    The wizard displays the configuration parameters you have chosen on previous screen.

  58. Review these values for accuracy against the values in your copy of Appendix A, "Deployment Planning Worksheet."
    • If you need to correct any values, click Previous to go back and fix the value.
    • When you are satisfied, click Next for the wizard to apply the settings.

      When configuration activities are completed, a message box appears with the following text:

    The configuration changes were applied successfully.

  59. To complete the installation, click Finish.

    The Finish screen appears. Your installation is not complete if this screen does not appear.

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