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Siebel CRM Anywhere Administration Guide
Siebel Innovation Pack 2016
E24720_01
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1
What's New in This Release
What's New in Siebel Anywhere Administration Guide, Siebel Innovation Pack 2016
What's New in Siebel Anywhere Administration Guide, Siebel Innovation Pack 2015, Rev. A
What's New in Siebel Anywhere Administration Guide, Siebel Innovation Pack 2015
2
Overview of Siebel Anywhere
Features and Benefits of Siebel Anywhere
Roadmap for Using Siebel Anywhere
About the Siebel Anywhere User Interface Features
Siebel Anywhere Screens and Views
Siebel Anywhere Wizards and Utilities
Upgrade Kit Wizard
Upgrade Kit Builder
Upgrade Wizard
About Siebel Anywhere File Attachments
About Siebel Anywhere Version Settings
About Specifying a New Version Number for a Component
About Specifying the Versions That Can Use the Upgrade Kit
About Specifying Acceptable Version Ranges for Upgrade Components
About Storing Version Information
How Siebel Anywhere Component Versions Are Used
Siebel Anywhere Terminology
Upgrade Kits
Upgrade Components
Upgrade Configurations
Siebel Anywhere Subscribers
Siebel Anywhere Deployment Recommendations
3
Planning and Preparing to Use Siebel Anywhere
Process of Planning and Preparing to Create Upgrade Kits
Determining Your Upgrade Requirements
Identifying Software to Be Replaced or Added
Evaluating Siebel Anywhere as an Upgrade or Delivery Method
Identifying Computers and Users to Receive Upgrades
Identifying Configurations to Deliver Upgrade Components
Displaying Siebel Anywhere Configurations and Their Components
Identifying Files to Include in Upgrade Kits
Determining Whether an Upgrade Kit Is Required or Optional
Determining Version-Setting Values
Gathering Information About Existing Component Versions
Planning Version Settings for a New Upgrade Kit
Other Preliminary Tasks for Upgrade Kits
Preliminary Tasks for Third Party Software Upgrade Kits
Preliminary Tasks for Siebel Client Customer Revisions Upgrade Kits
Determining Required Upgrade Sequences
Planning Upgrade Test Details
Modifying and Creating Siebel Anywhere Configurations
Adding Components to a Configuration
Removing Components from a Configuration
Creating a New Configuration
About Assigning Employees to a Configuration
Assigning Employees to a Configuration
Removing Employees from a Configuration
Setting Up Custom Siebel Anywhere Upgrade Components
About Monitoring and Verifying Siebel Anywhere Version Numbers
Creating a Custom Component
Verifying Client Connections to the Siebel File System
Verifying the Availability of Siebel Anywhere
Preparing Upgrade Kit Contents
Preparing Contents for a Siebel Upgrade Wizard Upgrade Kit
Preparing Contents for a Siebel Client Executables Upgrade Kit
About Reducing the Size of Siebel Client Executables Upgrade Kits
Preparing Contents for a Siebel Patchset Upgrade Kit
Preparing Contents for Repository File or Third Party Software Upgrade Kits
Creating a Delta Patch File
Compiling an SRF File for Use in a Delta Repository File
Preparing a Delta Repository File
Synchronizing Server Components
4
Defining Upgrade Kits
About Defining Upgrade Kits
Running the Upgrade Kit Wizard
Defining a Siebel Upgrade Wizard Upgrade Kit
Defining a Siebel Configuration File (CFG) Upgrade Kit
Defining a Siebel Database Schema Upgrade Kit
Defining a Siebel Client Executables Upgrade Kit
Roadmap for Distributing a Siebel Innovation Pack or Patchset Release
Roadmap for Creating a Delta Installation Siebel Client Executables Upgrade Kit
Defining a Siebel Patchset Upgrade Kit
Defining a Siebel Repository File Upgrade Kit
Roadmap for Creating a Delta Repository File Upgrade Kit
Defining a Third Party Software Upgrade Kit
Defining a Siebel Client Customer Revisions Upgrade Kit
Defining a Custom Component Upgrade Kit
Viewing Upgrade Kit Properties
Properties of the Entire Upgrade Kit and Its Components
Properties of Upgrade Kit Items and Upgrade Kit Item Parameters
5
Retrieving, Installing, and Testing Upgrade Kits
Process of Retrieving, Installing, and Testing Upgrade Kits
Retrieving and Installing Upgrade Kits
Retrieving Optional Upgrade Kits for Mobile Web Clients
Retrieving Optional Upgrade Kits for Developer Web Clients
Retrieving Required Upgrade Kits
Retrieving Required Upgrade Kits for Mobile Web Clients
Retrieving Required Upgrade Kits for Developer Web Clients
Starting the Upgrade Wizard
About Client Upgrade Error Recovery
Retrieving Upgrade Kits for Siebel Regional Node Servers
Configuring Siebel Regional Node Servers Using the Server Manager GUI
Configuring Siebel Regional Node Servers Using the Server Manager Command Line
Manually Invoking the Upgrade Wizard on Windows
Manually Invoking the Upgrade Wizard on UNIX
Testing Upgrade Kits
Using the Siebel Test Client Configuration for Testing
Uninstalling a Delta Patch
Uninstalling a Delta Patch but Retaining Previous Releases
6
Activating, Applying, and Distributing Upgrade Kits
Process of Completing Upgrade Kit Creation
Activating an Upgrade Kit
Controlling the Order of Upgrade Kit Installation
Deactivating an Upgrade Kit
Applying an Upgrade Kit
Converting an Optional Upgrade Kit to a Required Upgrade Kit
Distributing Upgrade Kits
Limiting the Distribution of an Upgrade Kit
Distributing Different CFG Files to Different Users
Distributing CFG Files to Different Groups of Users
Testing the Distribution of CFG Files to Different Groups of Users
Disabling Siebel Anywhere
Disabling Siebel Anywhere for Siebel Developer Web Clients
Disabling Siebel Anywhere for Siebel Mobile Web Clients
7
Performing Additional Siebel Anywhere Tasks
Distributing Additional Language Packs
Example of Global Deployment with Siebel Anywhere
Assumptions for Global Deployment Example
Requirements for Global Deployment Example
Global Deployment Example Records
Example of Creating Multiple Upgrade Kits of the Same Type
Process of Updating the Siebel Database Schema
Review What Happens During a Siebel Database Schema Upgrade
Changing the Siebel Database Schema in a Development Environment
Moving Siebel Database Schema Changes Between Environments
Creating Upgrade Kits for Siebel Database Schema Changes
Preparing Mobile Web Clients for Siebel Database Schema Changes
Preparing Siebel Regional Node Servers for Siebel Database Schema Changes
Checking Siebel Regional Node Server Parameters Before a Siebel Database Schema Update
Setting Siebel Regional Node Server Parameters Before Distributing a Siebel Database Schema Update
Checking Server Parameters Using the Server Manager Command Line
Modifying Server Parameters Using the Server Manager Command Line
Installing Siebel Database Schema Changes on Mobile Web Clients
Installing Siebel Database Schema Changes on Siebel Regional Node Servers
Deleting Old Upgrade Kits
Testing the Consistency of Upgrade Kit Components
Creating Upgrade Kits That Check DLL File Versions
Example of Constructing a Third Party Software Upgrade Kit
Creating a Third Party - WinZip Upgrade Component
Defining a Third Party - WinZip Upgrade Kit
8
Troubleshooting for Siebel Anywhere
Upgrade Kit Wizard Error at Finish
New Upgrade Kit Status: Request Submitted
Checking for Current Upgrade Kit Builder Activity
Checking the Status of Components Related to Upgrade Kits
Troubleshooting Server Request Processor Problems
New Upgrade Kit Status: In Progress
Unable to Download Upgrade Kit
Required Upgrade Kit Cannot Be Installed
Failed Upgrade Kit Locks the Siebel Administrator's Account
Converting a Required Upgrade Kit to an Optional Upgrade Kit
Changing Version Settings After Distribution
Index