Removal of former Appendix on Upgrading Siebel Analytics Platform

The information in this appendix has been moved to a new book, Siebel Analytics Platform Upgrade Guide.

Configuring Analytics Web Installed on a Separate Machine from Analytics Server

Added procedure for configuring Siebel Analytics Web on a different machine from the Siebel Analytics Server machine.

About the SERVER_THREAD_RANGE and MAX_SESSION_LIMIT Parameters

Added some clarifying text about the NQSConfig.INI file _SESSION_ and _THREAD_ parameters.

Title of book has changed to Siebel Analytics Platform Installation and Configuration Guide.

The Siebel Business Analytics product suite has changed. You can install the Siebel Analytics platform by itself (also known as Stand-Alone Siebel Analytics), or Siebel Analytics applications, or both. This book now covers only the installation and configuration of the platform. See the topic Analytics Product Licensing.

Process of Installing the Siebel Analytics Platform

This procedure now makes clear that Administrators who install Siebel Analytics applications must install the Platform first.

Localization of Analytics Components

Added a section showing the Siebel Analytics components that are localized.

Topics on configuring Siebel Analytics Applications have been removed from this book.

• Removed from Chapter 3, Siebel Analytics Licensing and Installation Options:
  • Analytics Product Licensing: Siebel Analytics Applications
• Removed from Chapter 12, Localizing Siebel Analytics Deployments:
  • Upgrading Siebel Analytics Seed Data for Non-English Locales
  • Importing Locale Seed Data into the Siebel Transactional Database
  • Importing Siebel Financial Services Metadata Files
  • Adding Custom Translations to S_MSG Table
  • Adding Lists of Values for Analytics Metadata

These topics and chapters have been taken from this book and placed in the Siebel Analytics Applications Installation and Administration Guide, where they are more readily applicable.

• Removed from Chapter 12, Localizing Siebel Analytics Deployments:
  • Upgrading Siebel Analytics Seed Data for Non-English Locales
  • Importing Locale Seed Data into the Siebel Transactional Database
  • Importing Siebel Financial Services Metadata Files
  • Adding Custom Translations to S_MSG Table
  • Adding Lists of Values for Analytics Metadata
• Removed from Appendix A, Upgrading Siebel Analytics Components:
  • Upgrading the Siebel Analytics Platform and an Older Repository
  • Upgrading Older Analytics Repositories (UNIX)
  • Process of Upgrading Seed Data
  • Updating Older Analytics Seed Data
  • Updating Finance Analytics Logical Table Sources
• Removed all of Appendix D, Integrating Analytics Dashboards and Operational Applications Data
• Removed all of Appendix E, Integrated Security for Analytics Applications
• Removed all of Appendix F, Configuring Metadata for Analytics Applications

These topics and chapters have been taken from this book and placed in the Siebel Analytics Applications Installation and Administration Guide, where they are more readily applicable.

Siebel Product Interoperability

Siebel Analytics Interoperability with Siebel Business Applications

Added a topic about the versions of the Siebel Business Analytics product family that can be configured to work with Siebel Business Applications.

Removal of Xvfb as a UNIX requirement.

Installation Requirements for All UNIX Platforms

Use of Xvfb is not necessary for Analytics releases higher than 7.5.

Configuring an Analytics ODBC Data Source Under UNIX

The settings for the ODBC data source have changed. New settings have been incorporated into a table.

Reorganization of book to eliminate chapters for Windows or UNIX operating systems:

• Chapter 4, "Preparing to Install Siebel Analytics"
• Chapter 5, "Installing Siebel Analytics"
• Chapter 6, "Configuring the Siebel Analytics Server"
• Chapter 7, "Configuring the Siebel Analytics Data Sources"
• Chapter 8, "Configuring Siebel Analytics Web Server"
• Chapter 9, "Configuring Siebel Analytics Scheduler Server"

All UNIX servers can be installed and used for Siebel Analytics under Windows as well. Therefore, the Java server material has been made platform-independent. This in turn has led to a simplification of the configuration chapters, which are now primarily based upon each type of Analytics server rather than on operating system.

Reorganization of book to separate platform-only from Analytics application components processes:

• Appendix A, "Upgrading Siebel Analytics Components"
• Appendix C, "User Authentication Support in Siebel Analytics"
• Appendix D, "Installing Siebel Analytics Ancillary Client Programs"
• Appendix E, "Integrated Security for Analytics Applications"
• Appendix F, "Configuring Metadata for Analytics Applications"

Separated information about the platform-only installation and configuration processes from processes for Analytics application components.

Configuring Scheduler Under UNIX Platforms

Scheduler can be set up to run under UNIX using the instanceconfig.xml file.

Setting the Java JDK or JRE Paths

About Locating the Java SDK in a UNIX Environment

Added a topic on locating and setting the Java JDK paths for UNIX users.

Special Requirements for Analytics Applications installed under Solaris

Running MainWin for Analytics Under Solaris

The Siebel Server has its own MainWin software. In order to prevent conflict between this software and that run by Siebel Analytics on the same machine, you must perform one or the other of two tasks.

New chapter on organization of content

Analytics Platform Installation and Configuration Topic Areas

Added a chapter to explain the organization of the topics, the applicability of a particular topic to a particular license, platform, or database, and where to find additional information.

New topics for task sequence

• "Roadmap for Installing Siebel Analytics" on page 41
• "Roadmap for Configuring Siebel Analytics" on page 42

Added Roadmaps. A Roadmap is a numbered list of processes that allows a reader to follow the sequence of tasks more easily.

Installation Wizard:

• Analytics Product Licensing
  
  
• Running the Analytics Installer Under Windows
• Running the Analytics Installer Under UNIX
• Configuring Analytics Web
• Configuring HTTP Web Servers for Analytics

The Installation Wizard has been updated.
Installer changes include:

• Only the Siebel Analytics platform is installed, not the Siebel Analytics applications.
• The Installation Wizard can now install all or part of the Siebel Analytics platform.
• A new graphical user interface for UNIX.
• Siebel Analytics Web plug-in is now installed automatically, and needs only to be configured.
• Key configuration files are automatically backed up.

Upgrading, including uninstalling, Siebel Analytics

Appendix B, "Upgrading Siebel Analytics Components"

The upgrade capabilities of the Siebel Analytics platform has been improved, and the uninstallation procedures updated.

UNIX Configuration File

Configuring the Siebel Analytics Server

In UNIX, the instanceconfig.xml file has replaced the registry file for configuration.

Excel Add-In

Installing Siebel Analytics Excel Add-In

Siebel Analytics Excel Add-In, a Windows application, allows users to browse the Analytics catalog, select a report, and then drop that report into Excel. This spreadsheet may be saved and the data refreshed as needed.