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Installing the Siebel Report Server Access

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Siebel Report Server Access consists of libraries used by the Actuate e.Reporting Server to communicate with the Siebel Server.

You must install Siebel Report Server Access on the same machine on which you installed Actuate e.Reporting Server. Siebel Report Server Access will also automatically import report executable files into the Report Encyclopedia.

Siebel Report Server Access also contains customized Active Portal templates and the Active Portal Security Extension library.

Install the Siebel Report Server Access using the user account set up during the Actuate e.Reporting Server installation.

CAUTION:  Before starting the installation, make sure that Tomcat and the Actuate Process Management Daemon are stopped.

To install the Siebel Report Server Access

Insert the Windows Server Programs, Siebel Enterprise Server, Base CD-ROM into the CD-ROM drive.
In Windows Explorer, navigate to the ses directory and double-click setup.exe.
At the Installer Welcome window, click Next.

The installer prompts you to choose the installation directory for the Siebel application.

By default, setup installs Siebel Server software in the C:\ drive in a directory named sea7xx. If desired, you may choose a different drive for installation.

To choose a different directory

Click Browse.

or

Type the drive and directory location that you recorded in Appendix A, "Deployment Planning Worksheet" of the Siebel Server Installation Guide for the operating system you are using.

NOTE:  This directory name must not contain spaces, although underscores are allowed.

Click Next.

The installer prompts you to select the component that you want to install.

Choose from the following options:
Install all the servers for which your organization has a license key at once by selecting all the check boxes.

CAUTION:  Some products installable through the All function have preinstallation requirements, which if not met, will make their installation pointless. Before selecting the All function, review the installation instructions for each component you plan to install.

or

Select just the Siebel Report Server Access for installation and configuration. (You would have installed and configured the other server components individually before installing the Siebel Report Server Access.)

Click Next.

NOTE:  If you install all licensed components at once, the SES Installer and the Siebel Software Configuration Wizard will prompt you for the installation parameters of each component individually and in the sequence required.

The installer prompts you to select the type of installation setup you prefer.

Choose the Typical setup option and click Next.

NOTE:  There are three options (Typical, Compact, and Custom) available from the Setup Options screen. For the Siebel Reports Server, only Typical is a valid selection.

The Installer language selection screen appears.

Confirm the Language Pack you are installing for the Siebel Report Server Access and click Next.

Servers are installed, at a minimum, with a base language and, optionally, with one or more additional languages.

NOTE:  Unless your database is Unicode enabled, Siebel Systems does not support installation of any language other than U.S. English on top of a base Japanese, Simplified Chinese, Traditional Chinese, or Korean Language Pack.

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, such as, installation of Microsoft Data Access Components (MDAC), for example.

The installer prompts you that the setup program will install program shortcuts to your Program menu with the name Siebel Enterprise Server 7.x.x.

NOTE:  To override the default action and install the program icons to a different Program folder in the list under Existing Folders, type the name for that folder.

The installer displays the location into which it will install the Siebel Report Server Access and any other servers you have elected to install. It also displays the file size.

If this is acceptable, click Next. Otherwise, click Back to adjust your installation parameters or location.

The installer proceeds to install the specified files.

After the install, a warning screen appears stating:

Setup did not find the "language" language pack on the current media. Please insert the CD containing the "language" language pack and select "setup.exe" file from the "language" folder.

Where:

language = the Siebel code for the Language Pack you installed; for example, enu for U.S. English.

Click OK.

Remove the current CD from the drive and insert the Windows Server Programs, Siebel Enterprise Server, Language CD-ROM (where Language stands for the Language Pack you want to deploy, such as enu for U.S. English) into the CD-ROM drive of the same server.
In Windows Explorer, navigate to the ses\language directory (where language stands for the Language Pack you want to deploy, such as enu for U.S. English) and double-click setup.exe.

After the language pack installation is complete, a warning screen appears stating:

Please re-insert the base CD and browse to the "setup.exe" file to enable setup to continue.

Click OK.

Reinsert the Windows Server Programs, Siebel Enterprise Server, Base CD-ROM into the CD-ROM drive.
In Windows Explorer, navigate to the ses directory and double-click setup.exe to continue with the Siebel Reports Server Access installation.
The Installer screen appears. Click Finish.

Postinstallation Tasks for the Siebel Report Server Access

After installing Siebel Report Server Access, you must perform the following tasks:

Configuring the Active Portal Template Files
Setting Up the Active Portal Security Extension Library
Setting Actuate e.Reporting Server Parameters

NOTE:  For running reports in Chinese (Simplified and Traditional), Korean and ENU certified languages, the Arial Unicode MS font needs to be installed under C:\Windows\Fonts on the Windows machine running the Reports Server.

Configuring the Active Portal Template Files

The customized Siebel Active Portal templates will overwrite the ones installed with Actuate Active Portal.

To configure the Active Portal Template Files

Navigate to the following directory under Siebel Report Server Access installation; for example, C:\sea75x\rptsrvr\BIN\RPTCAST\language.

Where:

language = the Siebel code for the Language Pack you installed; for example, enu for U.S. English

Double-click the rptcast.zip file and extract the files to the Active Portal directory (for example, C:\Actuate6\ActivePortal).
Access the Active Portal login page by typing the URL
http://activeportalmachinename:8080/acweb/login.jsp.

Where:

activeportalmachinename = the name of the machine where Actuate Active Portal is installed.

You should see the Siebel logo on the Actuate Active Portal login page.

NOTE:  The administrator should make sure that all users clear their browser cache after the template files are applied.

Setting Up the Active Portal Security Extension Library

This library enables the Siebel Reports Server Single Sign-On, which allows users to view reports without having to manually log onto the Reports Server.

To set up the Active Portal Security Extension Library

Stop Tomcat from the Windows Services panel.
Navigate to the rptsrvr\BIN\RPTCAST folder (the Siebel Reports Server installation folder) and move the siebel.jar file to the following location:

Actuate6\Activeportal\WEB-INF\lib

In the same Siebel Reports Server installation folder find the swewase.dll file and do the following:
Create the folder Native under Actuate6\tomcat\bin.
Move the swewase.dll file to this folder.
Delete the Standalone folder in the Actuate6\tomcat\work directory.
Start Tomcat.

NOTE:  After setting up Active Portal Extension Library, you are no longer able to log into Active Portal by typing the URL http://ActuateHTTPServiceMachineName:ActuateHTTPServicePortNumber/acweb/login.jsp. The Actuate HTTP service port number is by default 8080.

Setting Actuate e.Reporting Server Parameters

Siebel Systems strongly recommends that the Reports Server administrator set the Actuate e.Reporting Server parameter ReportingServices - Number of Requests Before Recycling Processes to 100 to avoid memory leaks.

For instructions on how to modify this Actuate e.Reporting Server parameter, see the section titled "Setting advanced server properties" in Administering Actuate e.Reporting System guide. This guide is located in PDF format on the Siebel eBusiness Third-Party Bookshelf under Actuate.

NOTE:  You will find this and other parameters for the Actuate e.Reporting Server by opening the Actuate Management Console, logging into System Administration, selecting a Server, and selecting the Advanced tab.

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