Table 10. Administrative Setup Tasks
Administrative Task
|
Description
|
For More Information
|
Install servers and applications, and then enter license keys for specific Siebel applications.
|
Install Siebel Gateway, Siebel Server, Siebel Database Server, and Siebel Web Servers.
|
Refer to Siebel Server Installation Guide for the operating system you are using.
|
Set up the Application Services Interface (ASI) to synchronize data between ERM and a third-party system. (Optional)
|
Configure Web Services, activate the Employee ASI Workflow, and set up synchronization between ERM and the third-party system.
|
|
Configure ERM for the GUESTERM user.
|
This user ID verifies that each user logging in to Siebel ERM sees the proper Home Page with the correct page tab.
|
|
Activate user layout control
|
Activate the home page controls that allow users to change ERM home page layout.
|
|
Verify plug-ins and viewers
|
Plug-ins and viewers make it possible for users to access and work with files created using a software application such as Microsoft Word or Adobe Acrobat when the full software application is not installed on the user computer.
|
Verify that your users have the plug-ins and viewers necessary to work with the file types they need to access while working in Siebel ERM and Siebel eBusiness Applications.
|
Modify Siebel ERM Predefined Queries (Optional)
|
Siebel ERM is preconfigured with several PDQs that administrators can modify.
|
|
Set up D&B user credentials
|
If your organization is using D&B, you must set up the credentials that allow users to access reports.
|
|
