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Installing the Siebel Report Server Access

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 also contains report executables, 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.

To install the Siebel Report Server Access

  1. Before starting the installation, make sure that the Actuate HTTP service and the Actuate Process Management Daemon are stopped.
  2. Create an environment variable, AC_SERVER_HOME, in the account's profile file or cshrc file that points to this directory.

    3. For example, in the profile file, input:

    AC_SERVER_HOME=/export/home/actuate/AcServer
    export AC_SERVER_HOME

    In the cshrc file, input:

    setenv AC_SERVER_HOME /export/home/actuate/AcServer

  3. Insert the UNIX_OS Server Programs, Siebel Enterprise Server, Base CD-ROM into the CD-ROM drive.

    4. Where:

    UNIX_OS indicates the type of UNIX being installed

  4. Navigate to the ses directory.
  5. To start the SES installer process enter the following command:

    6. ./setupUNIX_OS

    Where:

    UNIX_OS indicates the type of UNIX being installed

    The Installer Welcome window appears.

    Click Next.

  6. Verify the products to be installed and click Next.

    7. The Installer path screen appears.

  7. Enter the fully qualified path to the installation directory and click Next.

    8. The Installer product selection screen appears.

  8. Choose to install the Siebel Report Server Access and click Next.

    9. The Installer setup type screen appears.

  9. Choose the Typical setup option and click Next.

    10. The Installer language selection screen appears.

    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.

  10. Choose the languages to be installed and click Next.

    11. The Install Selected Language Packs screen appears.

    NOTE:  Additional languages can be installed at a later date, if desired. When installing languages at a later date, you must also reinstall any patches that have been run on the directory.

  11. Insert the appropriate language CD and navigate to the selected language. Clear the filter dialog to make sure that you can see the appropriate files. Navigate to ses/language/setup.jar

    12. Where:

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

    NOTE:  If installing more than one language and both languages are on the same CD, you will not be prompted for the second language. If the languages are on different CDs, you will be prompted to change CDs.

    The Installer Language Pack progress screen appears. When the Language Pack has completed, you are prompted to change CDs.

  12. Clear the filter dialog to make sure that you can see the appropriate files and navigate to ses/setupUNIX_OS.

    13. Where:

    UNIX_OS indicates the UNIX operating system and the particular CD_ROM installed.

    Click Next.

  13. The InstallShield Wizard Complete screen appears. Click Finish to complete the installation.

NOTE:  SIEBEL_HOME, SIEBEL_ROOT and SIEBEL_PLATFORM are no longer set as environment variables on the Reports Server host. As of Siebel 7, these variables are set in the rptsrvr.cfg file.

Postinstallation Tasks for the Siebel Report Server Access

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

From here on, refer to the following directories as described:

Changing the Operating System Parameter for HP-UX

After the Siebel Reports Server Access is installed, the operating system parameter in the Actuate e.Reporting Server configuration file needs to be changed to reflect HP-UX.

To change the operating system parameter in rptsrvr.cfg

  1. Navigate to ACTUATE_HOME.
  2. Open rptsrvr.cfg in a text editor.
  3. Change the value of the parameter OS to hpux:

    4. OS = hpux

  4. Save the changes and close the file.

Restart the Actuate e.Reporting Server for the changes to take effect.

Importing the Siebel Report Files to the Report Encyclopedia

After you install Siebel Report Server Access, you must import the Siebel Report executables (the ROX files) to the Report Encyclopedia.

To import the Siebel Reports Server files

  1. Shut down the Actuate e.Reporting Server using the instructions in Administering Actuate e.Reporting System guide.

    2. This guide is available in PDF format on the Siebel eBusiness Third-Party Bookshelf under Actuate.

  2. Navigate to ACTUATE_HOME/bin and at the command prompt, enter the following command:

    3. acimport -vol VOLUME_NAME -path AC_SERVER_HOME/etc -if "Siebel Reports" -force -from SIEBEL_RPT_SRVR_ROOT/rptsrvr/reports/volume

  3. From AC_SERVER_HOME/bin and at the command prompt, enter the following command:

    4. acimport -vol VOLUME_NAME -path AC_SERVER_HOME/etc -if "Siebel Reports/LANGUAGE" -force -from SIEBEL_RPT_SRVR_ROOT/rptsrvr/reports/language/volume

    Where:

    VOLUME_NAME = Name of the target volume.

    LANGUAGE = the Siebel code, in upper case, for the Language Pack you are installing for this server; for example, ENU for U.S. English

    language = the Siebel code, in lower case, for the Language Pack you are installing for this server; for example, enu for U.S. English

    If error messages appear, see Actuate's Administering Actuate e.Reporting System guide for troubleshooting procedures. This book is available in PDF format on the Siebel eBusiness Third-Party Bookshelf under Actuate.

    NOTE:  If you are installing the Reports Server for use with Siebel Industry Applications (such as Siebel eFinance and Siebel eGovernment), you will need to complete Step 4 and Step 5 before proceeding to Step 6.

    If you are not installing a Siebel Industry application, you will proceed directly to Step 6.

  4. Navigate to AC_SERVER_HOME/bin and at the command prompt, enter the following command:

    5. acimport -vol VOLUME_NAME -path AC_SERVER_HOME/etc -if "Siebel Reports" -force -from SIEBEL_RPT_SRVR_ROOT/rptsrvr/reportssia/volume_sia

  5. From AC_SERVER_HOME/bin and at the command prompt, enter the following command:

    6. acimport -vol VOLUME_NAME -path AC_SERVER_HOME/etc -if "Siebel Reports/LANGUAGE" -force -from SIEBEL_RPT_SRVR_ROOT/rptsrvr/reports/languagesia/volume_sia

    Where:

    VOLUME_NAME = Name of the target volume.

    LANGUAGE = the Siebel code, in upper case, for the Language Pack you are installing for this server; for example, ENU for U.S. English

    language = the Siebel code, in lower case, for the Language Pack you are installing for this server; for example, enu for U.S. English

    If error messages appear, see Actuate's Administering Actuate e.Reporting System guide for troubleshooting procedures. This book is available in PDF format on the Siebel eBusiness Third-Party Bookshelf under Actuate.

  6. Start the Actuate e.Reporting Server by entering:

    7. AC_SERVER_HOME/bin/start_srvr.sh

Configuring Active Portal Template Files

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

To configure Active Portal Template files

  1. Navigate to ACTIVEPORTAL_HOME.
  2. Enter:

    3. uncompress -c SIEBEL_RPT_SRVR_ROOT/rptsrvr/rptcast/rptcast.tar.Z | tar xvf -

    NOTE:  The administrator should make sure that all users clear their browser cache after reloading the templates.

  3. Clear the Actuate HTTP service cache using the following instructions.
    1. Make sure that the environment variable JAVA_HOME is set and pointed to the Java/Software Development Kit (JDK/SDK) installation directory, for example, /usr/java.
    2. Stop the Actuate HTTP service by entering:

    ACTUATE_HTTP_SERVICE_HOME/bin/shutdown.sh

    1. Remove the Actuate HTTP service cache by navigating to ACTUATE_HTTP_SERVICE_HOME/work directory and at the command prompt enter:

    rm -r *

    1. Start the Actuate HTTP service by entering:

    ACTUATE_HTTP_SERVICE_HOME/bin/startup.sh

  4. Access the Active Portal login page by typing the following URL:

    5. http://ActuateHTTPServiceMachineName:ActuateHTTPServicePortNumber/acweb/login.jsp

    Where:

    ActuateHTTPServiceMachineName = the name of the machine where Actuate Active Portal is installed. Actuate HTTP service is usually installed on the same machine as Active Portal.

    ActuateHTTPServicePortNumber = the port number of Actuate Active Portal. By default, the port number is 8700.

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

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

  1. Navigate to the following location:

    2. ACTIVEPORTAL_HOME/WEB-INF/lib

  2. Enter:

    3. cp SIEBEL_RPT_SRVR_ROOT/rptsrvr/rptcast/siebel.jar .

  3. Navigate to the following location:

    4. ACTUATE_HTTP_SERVICE_HOME/bin

  4. Enter:

    5. cp SIEBEL_RPT_SRVR_ROOT/rptsrvr/rptcast/libswewase.so .

  5. For AIX and HP-UX, complete the following steps before proceeding to Step 6.
    1. Locate the file setclasspath.sh under ACTUATE_HTTP_SERVICE_HOME/bin.
    2. Search for JAVA_OPTS, and enter:

    -Djava.library.path=ACTUATE_HTTP_SERVICE_HOME/bin

  6. Clear the Actuate HTTP service cache using the instructions in Configuring Active Portal Template Files.

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 8700.

The Siebel Reports Server cookie (ReportCookie) is used once Single Sign-on is established. The ReportCookie passes a user name and auto-generated password to the Reports Server when a report is requested in the Siebel Web Client. For more information on using the ReportCookie, see Siebel Web Client Administration Guide on the Siebel Bookshelf for more information.

Setting the Disable Caching of ROX Parameter

NOTE:  The Disable Caching of ROX parameter is used in Actuate 6 SP1 (Siebel Release 7.5.2.200) or higher.

A change in Actuate e.Reporting Server's functionality causes the Siebel report libraries to not be unloaded after report generation completes. This parameter needs to be set to make sure that the libraries are unloaded after the completion of report generation. This allows the factory server to be in a stable state when the next report request arrives.

The following instructions set the Disable Caching Property of ROX parameter in the Actuate Management Console.

To set the Disable Caching of ROX parameter

  1. From the Start menu, open the Actuate Management Console.
  2. On the Actuate System/Volume Log In page, select System Administration from the drop-down list.
  3. Log in with the Administrator user name and password.
  4. From the left pane, select Servers.
  5. Under the Name column, select the name of the server.

    6. The server's properties page will appear.

    1. Click the Advanced tab.
    2. In the Properties drop-down list, select Factory service properties.
    3. Select Disable Caching of ROX and click Edit.
    4. Change the value of Disable Caching of ROX to true.

      5. True is lower cased.

    5. Click OK to close the edit window.
  6. Click OK on the Advanced page.
  7. Log out of Actuate Management Console.
  8. Restart the Actuate e.Reporting Server.
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:  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.


 Siebel Reports Administration Guide 
 Published: 18 July 2003