Bookshelf v7.5: Installing Siebel PRM

Siebel Partner Relationship Management Administration Guide > Setting Up Siebel PRM > Installing and Configuring Siebel PRM >

Installing Siebel PRM

To install Siebel PRM, you must:

Install a Web Server. Like other Siebel applications, Siebel PRM includes the Siebel Web Server Extension (SWSE). The Web server must be already installed before you install Siebel PRM.

Install the Siebel Server. When you install the Siebel Server, you must enable at least the following components to use Siebel PRM:

Siebel PRM

Workflow Management

Communications

Configure Server Components. After installing the server, you must configure the following server components:

Siebel Communications Server. For users to send email, fax, or wireless messages you must configure the Siebel Communications Server. For information about setting up the Siebel Communications Server, see Siebel Communications Server Administration Guide.

Chart Server. For users to produce charts, you must configure the chart server. For information about setting up the Chart Server, see the Siebel Server Installation Guide for the operating system you are using."

Actuate Report Server. For users to produce reports, you must configure the Actuate Report Server. For information about setting up the Actuate Report Server, see the Siebel Server Installation Guide for the operating system you are using.

Documents Server. For users to produce Presentations, Proposals, or Correspondence, you must enable eDocuments during installation and configure the Document Server. For information about setting up the Document Server see Applications Administration Guide.

Configure eApps.cfg. After installing, you must edit the file eapps.cfg to use the correct anonymous login. The location of this file depends on where you install it, but typically is in the directory ...\SWEApp\bin. Open this file with any text editor, and edit it so it has the following values:

AnonUserName = guestcp

AnonPassword = <your password for guestcp>

Configure LDAP. In order to use Siebel PRM's new user registration, you must have LDAP configured.

For information about which Web servers are supported, see Siebel System Requirements and Supported Platforms.

For information about installing Siebel applications, see the Siebel Server Installation Guide for the operating system you are using.

For information about configuring LDAP, see Security Guide for Siebel eBusiness Applications.