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Installing the Document Server

Siebel Correspondence, Siebel Presentations, and Siebel Proposals all use the Siebel Document Server to generate Microsoft Word and Microsoft PowerPoint documents through the Web.

To install the Document Server, perform the following steps:

After installing the Siebel Server, you may have to follow some of the steps described in Configuring the Document Server. The Document Server is a component of Siebel eDocuments, which can be installed during installation of the Siebel Server. Consult with your system administrator to verify that the Document Server has been installed and configured according to the requirements listed in the following sections.

Hardware Requirements

The Document Server is supported on the Windows 2000 platform. To maintain stability and performance, the Document Server must run on a dedicated host machine. The Siebel Server on this machine should host one instance of the Siebel eDocuments component group. No other components should be running other than required system components.

To support more users, you can run additional instances of the Siebel eDocuments component group on additional dedicated host machines.

Installing the Siebel Server

Install the Siebel Server on the dedicated host machine of the Document Server. For more information about installing the Siebel Server, see Siebel Server Installation Guide for Microsoft Windows.

During installation, you will have the option to enable component groups. Select the Siebel eDocuments component group. Do not enable any other component groups.

This step can also be performed after installation is complete, as described in the section Enabling the Component Group.

Installing Third-Party Applications

You must install Microsoft Word.

To install Microsoft Office

  1. Log on to the server machine using the same user account that the Siebel Server NT service uses. This user account must belong to the Administrators group.

    NOTE:  The install must use the same account to be used by the NT Service. The installer configures COM security settings so that the installing user account will have the correct permissions to access and launch the application. If the install uses an account other than the Siebel Server NT service account, errors may occur when the Document Server tries to launch the application.

  2. Install Microsoft Office using a Typical, or complete, installation. Verify that your version of Microsoft Office will install the Web Authoring Tools (HTML) component with the Typical installation. If it does not, you will need to use the Custom installation option, and install all of the typical components as well as the Web Authoring Tools (HTML) component.
  3. Start the applications that will be used by the Document Server. This forces the applications to register themselves.
  4. Close the applications.

 Applications Administration Guide
 Published: 09 September 2004