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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.

To install the Siebel Report Server Access

Before starting the installation, make sure that the Actuate HTTP service and the Actuate Process Management Daemon are stopped.
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.
Depending on whether you are installing your Siebel Report Server Access for the first time or adding a new language to an existing instance, take the appropriate action:

To install the server software in a new instance, select None as the default and click Next. Proceed to Step 5.

To install a new language in an existing instance, select the displayed instance and click Next. Proceed to Step 9.

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 the Disable Caching of ROX Parameter
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:\Program Files\Actuate6\ActivePortal).

NOTE:  In the Extract pop-up window that appears, accept the default Use Folder Names. If unchecked, the files will not extract into the correct folders, which results in a red cross showing instead of the Siebel logo.

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

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.

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 the Actuate HTTP service from the Windows Services panel.
Move the siebel.jar file from the Siebel Reports Server installation folder to the Active Portal lib directory, for example:

C:\Program Files\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 the Actuate HTTP Service installation bin directory, for example:

C:\Program Files\Common Files\Actuate\6.0\Actuate HTTP Service\bin

Move the swewase.dll file to this folder.
Delete the Standalone folder in the Actuate HTTP Service installation work directory, for example:

C:\Program Files\Common Files\Actuate\6.0\Actuate HTTP Service\work

Start the Actuate HTTP service.

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 will set the Disable Caching Property of ROX parameter in the Actuate Management Console.

To set the Disable Caching of ROX parameter

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

The server's properties page will appear.

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

True is lower cased.

Click OK to close the edit window.
Click OK on the Advanced page.
Log out of Actuate Management Console.
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:  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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