Siebel Installation Guide for Microsoft Windows
What's New in This Release
Back to top
Overview of Installing Siebel Business Applications
Installation-Related Changes for Siebel Innovation Pack 2013
Before You Install Siebel Business Applications
Overview of Siebel Business Applications Server Architecture
Roadmap for Installing and Configuring Siebel Business Applications for a New Deployment
Roadmap for Installing and Configuring Siebel Business Applications in an Upgrade Case (Existing Database)
Roadmap for Installing Siebel Business Applications in a Patch Installation Case (Existing Installation)
Back to top
Installing Siebel Enterprise Server Components and the Siebel Web Server Extension
About Installing Siebel Business Applications
Installing Siebel Enterprise Server
Installing Siebel Enterprise Server as a New Installation
Installing Siebel Enterprise Server as a Migration Installation
Installing the Siebel Web Server Extension
Installing the Siebel Web Server Extension as a New Installation
Installing the Siebel Web Server Extension as a Migration Installation
Installing Siebel Enterprise Server Components and Siebel Web Server Extension in Unattended Mode
Back to top
Configuring Siebel Enterprise Server Components and the Siebel Web Server Extension
About Configuring Siebel Business Applications
Starting a Siebel Configuration Wizard
Configuring the Siebel Gateway Name Server
Configuring the Siebel Enterprise
Installing the Siebel Database
Configuring the Siebel Server
Process of Configuring the Siebel Web Server Extension
Configuring the SWSE Logical Profile
Applying the SWSE Logical Profile
About Configuring the Siebel Web Server Extension
Back to top
Installing the Siebel Database on the RDBMS
About Installing the Siebel Database
About Installing a Database
About Adding a Language to an Existing Database
About Database Updates for Siebel CRM Version 8.1.1.11 or Version 8.2.2.4
Creating Table Owner and Administrator Accounts
Running the grantusr.sql Script on an Oracle Database
Running the grantusr.sql Script on IBM DB2
Running the grantusr.sql Script on Microsoft SQL Server
Installing the Stored Procedures and User-Defined Functions on IBM DB2
Installing the Siebel Database
Setting Up Your Environment to Support Global Time Zone
Populating the Siebel File System
Importing a Siebel Repository Manually into the Siebel Database
Back to top
Additional Postinstallation and Configuration Tasks
Starting the Siebel Gateway Name Server
Starting the Siebel Server Service
Process of Configuring Load Balancing for Siebel Business Applications
Generating the Load Balancing Configuration File (lbconfig.txt)
Setting Up a Third-Party HTTP Load Balancer
Setting the Load Balancer Connection Timeout Interval
Monitoring Servers with Siebel Native Load Balancer or Third-Party HTTP Load Balancers
Preparing to Run Siebel Server Components
Enabling and Disabling Server Component Groups
Enabling and Disabling Language-Specific Application Object Managers and Adding Languages
Synchronizing Batch Components
Saving Component Job Definitions During an Upgrade
Migrating Siebel Enterprise Server and Siebel Server Parameter Settings
Performing Additional Tasks to Configure Siebel Servers
Enabling Siebel Open UI
Updating the CRC Parameter
Obtaining Updated Siebel Repository Files
About Installing Additional Siebel Servers for an Existing Siebel Enterprise
About Installing and Deploying Siebel Business Applications with Multiple Languages
About Language Deployment and the Siebel Network Image
About Language Deployment and Patch Installations
About Language Deployment on Siebel Server and Siebel Web Server Extension
About Language Deployment Tasks Using the Database Configuration Wizard
About Language Deployment for Unshipped Languages
Limitations for Installing Additional Languages
Scenarios for Installing and Deploying Multiple Languages
Installing and Deploying All Required Languages Once
Installing All Required Languages but Deploying Some Languages Later
Installing and Deploying Additional Languages
Importing Locale-Specific Data into the Siebel Repository
Additional Tasks for the Siebel Web Server Extension and the Web Server
Verifying the Siebel Virtual Directories on the Web Server
Creating Custom Virtual Directories
Supporting ASP Pages and Siebel Virtual Directories on the Same Instance of Microsoft IIS
Setting SWSE and Virtual Directory Permissions
Restarting the Web Server
Enabling HTTP Compression for Siebel Business Applications
Editing the SWSE Configuration File (eapps.cfg)
Configuring the Default HTTP and HTTPS Ports for the Web Server
About the Siebel Enterprise Security Token
Updating Web Server Static Files Using the Siebel Enterprise Security Token
Back to top
Installing Siebel Web Clients and Siebel Tools
About Installing the Siebel Web Client or Siebel Tools
Siebel Web Client Installer Workflow
About ActiveX Controls for High Interactivity
Process of Installing the Siebel Web Client
Installing the Siebel Web Client as a New Installation
Installing the Siebel Web Client as a Patch Installation
Process of Installing Siebel Tools
Installing Siebel Tools as a New Installation
Installing Siebel Tools as a Patch Installation
Installing Siebel Web Clients and Siebel Tools in Unattended Mode
Installing and Using the Siebel Sample Database
Procedure for Installing the Siebel Sample Database
About the Siebel Sample Database ConnectString Parameter
Using the Siebel Sample Database with Siebel Tools
Postinstallation Tasks for High Interactivity Clients
Logging in to Your Siebel Application
Before Logging in to Your Siebel Application
Logging in Using the Siebel Developer Web Client
Logging in Using the Siebel Mobile Web Client
Logging in Using the Siebel Web Client
Siebel Web Client Shortcuts and Startup Options
Siebel Web Client Shortcuts
Siebel Web Client Startup Options
Creating Custom Siebel Application Shortcuts
About Siebel QuickStart
Enabling and Disabling Siebel QuickStart
Back to top
Verifying and Troubleshooting Your Installation
Verifying Installation for the Siebel Enterprise Server
Verifying Installation for the Siebel Database
Verifying Installation for the Siebel Web Server Extension
Verifying Installation for the Siebel Web Client
Verifying Installation for Siebel Tools
Verifying the ODBC Data Source
Verifying Network Connectivity for the Siebel Server Computer
Verifying Network Connectivity for Mobile Users
Verifying That the Siebel Gateway Name Server Has Started
Troubleshooting Installation and Configuration for Siebel Enterprise Server
Troubleshooting Installation for the Siebel Database
Troubleshooting Installation for the Siebel Web Server Extension
Configuring the Siebel Mobile Web Client When Neither Siebel VB nor Siebel eScript Is Licensed
About the Environment Verification Tool
Using the Environment Verification Tool
Back to top
Cloning a Siebel Installation
About Cloning a Siebel Installation
Requirements When Cloning an Installation
Limitations When Cloning an Installation
Process of Cloning a Siebel Installation
Creating a Clone on a Source Computer
Deploying a Clone on a Target Computer
Properties Files Used in Cloning Operations
Properties File Settings for Cloning an Installation
Back to top
Installing and Configuring Siebel Management Agents and Siebel Management Server
About Siebel Management Agent and Siebel Management Server
Process of Installing Siebel Management Server
Installing Siebel Management Server as a New Installation
Installing Siebel Management Server as a Patch Installation
Command-Line Options for the Siebel Management Server Installer
About Configuring Siebel Management Agents and Siebel Management Server
Process of Configuring Siebel Management Agents and Siebel Management Server
Configuring Siebel Management Agents
Configuring Siebel Management Server
Using Perl Scripts to Finish Configuring Siebel Management Agents and Siebel Management Server
Restarting Siebel Management Server After Installation and Configuration
Back to top
Installing Siebel Charts
About Installing Siebel Charts
Installing Siebel Charts
Configuring Siebel Charts
Changing the Siebel Charts Server Used by Siebel Web Clients
Back to top
Uninstalling Siebel Business Applications
About Uninstalling Siebel Business Applications
Uninstallation Options for Siebel Modules
Requirements for Uninstalling Siebel Business Applications
Limitations for Uninstalling Siebel Business Applications
Process of Removing Configuration Data
Removing the SWSE Configuration
Removing the Siebel Server Configuration
Removing the SWSE Logical Profile
Removing the Siebel Enterprise Configuration
Removing the Siebel Gateway Name Server Configuration
Uninstalling Siebel Enterprise Server or Siebel Web Server Extension
Uninstalling the Siebel Enterprise Server
Rolling Back the Siebel Enterprise Server
Uninstalling the Siebel Web Server Extension
Rolling Back the Siebel Web Server Extension
Uninstalling Siebel Web Clients
Uninstalling Siebel Tools
Uninstalling the Siebel Management Server
Uninstalling Siebel Charts
About Uninstalling Earlier Versions of Siebel Business Applications
Back to top
Requirements for Installing and Configuring Siebel Business Applications
About Installing Siebel Business Applications
About Documented Requirements
About Siebel CRM Releases
About Installing in Upgrade Environments
About Language Installation
About Oracle Configuration Manager
Planning Your Siebel Deployment
Preparing the Hardware and Planning Topologies
Planning Siebel Server Load Balancing
Planning Disk Space and Configuration Requirements
Planning RDBMS Installation and Configuration
Managing Temporary Disk Space Required by Siebel Installers and Wizards
About The Language in Which Siebel Installers and Wizards Run
Planning to Install Multiple Instances of Siebel Business Applications
Specifying the Locale for Siebel Business Applications
Restrictions on Host Names for Siebel Gateway Name Server and Siebel Server
Restrictions on Names for Siebel Enterprise and Siebel Server
File and Directory Naming Conventions
Creating the Siebel File System
Creating the Siebel Service Owner Account
Installation and Configuration Methods by Deployment Type
Requirements for Installing and Configuring Siebel Enterprise Server Components
General Requirements for Installing and Configuring Siebel Enterprise Server Components
Requirements for Siebel Gateway Name Server Authentication
Requirements for Installing and Configuring the Siebel Gateway Name Server
Requirements for Installing and Configuring the Siebel Server
Requirements for Installing the Siebel EAI Connector
Requirements for Installing and Configuring the Siebel Web Server Extension
About the Siebel Web Server Extension
Installing the Web Server
General Requirements for Installing and Configuring the Siebel Web Server Extension
Support for Heterogeneous Environments
Siebel Web Server Extension Requirements for Siebel Load Balancing
Requirements for User Permissions for the Siebel Web Server Extension
Requirements for Stopping and Starting the Web Server
Requirements for Configuring Anonymous Users for the Siebel Web Server Extension
Requirements for Binary Coexistence of the Siebel Web Server Extension
Requirements for Installing and Configuring the Siebel Database
Requirements for Installing Siebel Web Clients
Requirements for Installing Siebel Tools
Requirements for Installing and Configuring Siebel Management Agents and Siebel Management Server
Back to top
Configuring the RDBMS
Overview of Database Configuration
Configuring an Oracle Database for Siebel Business Applications
Guidelines for Selecting a Language for Oracle Database
Guidelines for Configuring Settings in the init.ora File
Guidelines for Sizing Redo Logs for an Oracle Database
Guidelines for Creating Oracle Tablespaces
Guidelines for Sizing the Oracle Database
Guidelines for Creating Temporary Oracle Tablespaces
Guidelines for Overriding Oracle Default Tablespaces for Database Objects
Guidelines for Creating Oracle Database Objects
Guidelines for Ongoing Oracle Database Administration
Guidelines for Using Real Application Clusters for an Oracle Database
Configuring an IBM DB2 Database for Siebel Business Applications
Guidelines for Setting IBM DB2 Database Manager Configuration Parameters
Guidelines for Selecting a Language for IBM DB2
Guidelines for Creating the IBM DB2 Database
Guidelines for Setting IBM DB2 Configuration Parameters
Guidelines for Setting Up IBM DB2 Buffer Pools
Guidelines for Creating IBM DB2 Tablespaces
Guidelines for Overriding IBM DB2 Default Tablespaces for Database Objects
Guidelines for Preventing IBM DB2 from Running Out of ODBC Statement Handles
Guidelines for Determining IBM DB2 Log Space
Guidelines for Creating IBM DB2 Database Objects
Guidelines for Managing IBM DB2 Fragmentation
Configuring a Microsoft SQL Server Database for Siebel Business Applications
Guidelines for Configuring Microsoft SQL Server Parameters
Guidelines for Selecting a Language for Microsoft SQL Server
Guidelines for Creating the Microsoft SQL Server Database
Guidelines for Allocating Microsoft SQL Server Database Log Space
Guidelines for Overriding Microsoft SQL Server Default Tablespaces for Database Objects
Guidelines for Creating Microsoft SQL Server Database Objects
Guidelines for Ongoing Microsoft SQL Server Administration
Configuring Siebel Server Connectivity to the Siebel Database
Back to top
Creating the Siebel Installation Image on the Network
About the Siebel Network Image
Obtaining Siebel Installation Media Files
Siebel Installation Media Contents
Preparing to Create a Siebel Installation Image
Determining the Location for the Siebel Media Files and the Siebel Image
Requirements for the Siebel Image Directories
Cross-Platform Issues When Creating Siebel Image Directories
Requirements for Running Siebel Image Creator
Creating a Siebel Installation Image
Troubleshooting Siebel Image Creation
Back to top
Siebel Deployment Planning Worksheet
About the Deployment Planning Worksheet
Team Lead Summary
Siebel Enterprise Server Names and Installation Directories
Siebel Accounts, Host Names, and Static IP Addresses
Cluster Deployment Data
Ports and RDBMS Details Data
Back to top
Siebel Configuration Wizard Reference
About the Siebel Configuration Wizards
Where to Find Configuration Tasks
Siebel Configuration Wizards Associated with Installable Components
Siebel Configuration Wizard Syntax Elements
Options for Configuring the Siebel Gateway Name Server, the Siebel Enterprise, and the SWSE Logical Profile
Settings for Configuring the Siebel Gateway Name Server
Settings for Configuring the Siebel Enterprise
Options for Configuring the Siebel Server
Settings for Configuring the Siebel Server
Options for Configuring the Siebel Web Server Extension
Settings for Configuring the SWSE Logical Profile
Settings for Applying the SWSE Logical Profile
Back to top
|