Siebel Installation Guide for Microsoft Windows describes the installation and initial configuration of Oracle's Siebel Business Applications. The installation and configuration tasks are covered for Siebel Enterprise Server software, Siebel Web Server Extension (SWSE), Siebel Mobile Web Clients, Siebel Tools, and other installable Siebel modules.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2016, Rev. A

Table 1 lists the changes in this revision of the documentation to support Siebel Innovation Pack 2016. The new features listed in this table are available only if you install and deploy Innovation Pack 2016.

NOTE:  Siebel Innovation Pack 2016 is a continuation of the Siebel 8.1/8.2 release.

Table 1. What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2016, Rev. A
Topic
Description

Importing a Siebel Repository Manually into the Siebel Database

Modified topic. Updated the information about how commits are performed when you import repository data.

Configuring Support for CalDAV or CardDAV Publishing

Renamed and modified topic. Enhanced the information about configuring support for CalDAV and CardDAV publishing.

Creating the Siebel File System

Modified topic. Removed the information about encryption for the Siebel File System, which is not supported.

Guidelines for Configuring Settings in the init.ora File

Modified topic. Added a recommendation for setting the parameter FILESYSTEMIO_OPTION for Oracle Database.

Determining the Locations for the Siebel Media Files and the Siebel Image

Modified topic. Updated the recommendations for specifying the locations of the Siebel media files (ZIP files and JAR files).

What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2016

Table 2 lists the changes in this revision of the documentation to support Siebel Innovation Pack 2016. The new features listed in this table are available only if you install and deploy Innovation Pack 2016.

NOTE:  Siebel Innovation Pack 2016 is a continuation of the Siebel 8.1/8.2 release. This innovation pack is also known as Siebel CRM version 16.0. The Siebel Installation Guide for the operating system you are using is for installing Siebel Innovation Pack 2016.

Table 2. What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2016
Topic
Description

Installation-Related Changes for Siebel Innovation Pack 2016

New topic. Contains more information about some of the new features in Siebel Innovation Pack 2016.

Configuring the Siebel Server

"Enabling Siebel Open UI" (removed)

"About ActiveX Controls for High Interactivity" (removed)

"Postinstallation Tasks for High Interactivity Clients" (removed)

Removed and modified topics. Siebel Business Applications use Siebel Open UI. As of Siebel Innovation Pack 2016, the high interactivity and standard interactivity clients are no longer supported. After you migrate to the current release, applications previously deployed using high interactivity now automatically use Siebel Open UI.

It is no longer necessary or possible to explicitly enable Siebel Open UI. Server parameters that applied only to high interactivity or standard interactivity no longer apply. New customer applications for Siebel Open UI take the place of some of the desupported standard interactivity applications.

Additional Tasks for Migration Installations (new)

"About the Siebel Enterprise Security Token" (removed)

"Updating Web Server Static Files Using the Siebel Enterprise Security Token" (removed)

Restarting the Web Server (modified)

New, removed, and modified topics. For migration installations of Siebel Innovation Pack 2016, some manual migration tasks are required on the Siebel Server, the Siebel Web Server Extension (SWSE), Siebel Web Client, and Siebel Tools, due to product changes such as directory restructuring.

For example, the webmaster directory on the Siebel Server has been removed. The virtual directories now map to public on the SWSE instead of language directories like public\ENU. The Siebel Enterprise Security Token is no longer applicable. You must reconfigure the SWSE after installing. Additional requirements apply.

Roadmap for Installing Siebel Business Applications in a Migration Installation Case (Existing Installation)

About Configuring Siebel Business Applications

Modified topics. Added a new requirement to upgrade the Oracle Database Client and other requirements for performing migration installations.

Configuring the Siebel Gateway Name Server

Modified topic. Added configuration settings for Siebel Cache Server (Oracle Coherence).

Configuring the Siebel Enterprise

Modified topic. Removed the information about configuration settings for Siebel Charts.

Configuring the Siebel Server

Modified topic. Added configuration settings for Siebel Cache Server (Oracle Coherence).

Configuring the Siebel Server

Enabling and Disabling Server Component Groups

Modified topics. Added anonymous user settings for the Siebel REST Server, which is the instance of Apache Tomcat that was installed with the Siebel Server. The Tomcat Proxy Object Manager component in the EAI component group is also new in this release. Updated the information about Siebel CRM product changes and server configuration requirements. See also Siebel REST API Guide.

About Database Updates for the Current Release

Modified topic. Updated topic for Siebel Innovation Pack 2016.

Activating License Keys

New topic. In Siebel Innovation Pack 2016, the license keys previously provided in seed data are inactive. A new utility is provided for activating or deactivating license keys.

Setting Up Your Environment to Support Global Time Zone

Modified topic. Oracle does not support new Siebel CRM deployments that do not use UTC.

"Obtaining Updated Siebel Repository Files"

Removed topic. For Siebel Innovation Pack 2016, updated Siebel Repository Files (SRF files) are provided with the release.

Enabling HTTP Compression for Siebel Business Applications

Modified topic. Removed obsolete information about compressing static content for Microsoft IIS.

Configuring Support for CalDAV or CardDAV Publishing

New topic. Siebel Innovation Pack 2016 supports CalDAV and CardDAV publishing.

Installing the Siebel Web Client (modified)

Installing Siebel Tools (modified)

Installing and Using Oracle Database XE for the Local or Sample Database (new)

Installing Siebel Web Clients and Siebel Tools in Unattended Mode (modified)

About the Siebel Network Image (modified)

Modified topics and new topic. In Siebel Innovation Pack 2016, Oracle Database XE is used for the local database or sample database for Siebel Web Client or for the local database for Siebel Tools. SAP SQL Anywhere is no longer available.

The new topic about installing Oracle Database XE for the local or sample database contains updated information and replaces previous topics about installing the local database or sample database.

About the Workspaces Feature in Siebel Tools

New topic. As of Siebel Innovation Pack 2016, Siebel Tools supports a new feature called workspaces, which provides a new way to manage the configuration of repository artifacts in Siebel Tools. This feature allows multiple developers to work against the same repository objects in the Siebel database.

Installing Desktop Integration Siebel Agent on Client Computers

New topic. Customers can install Desktop Integration Siebel Agent on user computers. This new software module enables users to use certain application features that formerly were based on Java applets.

Installing Outlook to Siebel Drag and Drop on Client Computers

New topic. Customers can install Outlook to Siebel Drag and Drop on user computers. This new addin for Microsoft Outlook enables users to drag and drop emails and attachments into Siebel Business Applications.

Siebel Client Deployment Requirements When Using Firewalls or Proxy Servers

New topic. This topic moved to this guide from Siebel System Administration Guide.

Configuring Siebel Business Applications for Pop-Up Blocker Compatibility

New topic. This topic moved to this guide from Siebel System Administration Guide.

"About Siebel QuickStart"

"Enabling and Disabling Siebel QuickStart"

Removed topics. As of Siebel Innovation Pack 2016, Siebel QuickStart is no longer supported for the Siebel Mobile Web Client. The AutoStopDB configuration parameter also no longer applies.

"Installing Siebel Charts"

"Uninstalling Siebel Charts"

Removed chapter and topic. In Siebel Innovation Pack 2016, jQuery Charts is enabled for charting functionality. Siebel Charts Server (Visual Mining NetCharts) is no longer provided.

Creating the Siebel File System

Modified topic. As of Siebel Innovation Pack 2016, the value of the Siebel File System parameter cannot exceed 2048 characters.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2015, Rev. D

Table 3 lists the changes in this revision of the documentation to support Siebel Innovation Pack 2015, Patchset 5. The new features listed in this table are available only if you install and deploy Innovation Pack 2015, Patchset 5 or later. For more information, see Siebel Patchset Installation Guide for Siebel CRM on My Oracle Support, 1614310.1 (Article ID) on My Oracle Support. See also Siebel Database Upgrade Guide.

NOTE:  Siebel Innovation Pack 2015 is a continuation of the Siebel 8.1/8.2 release.

Table 3. What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2015, Rev. D
Topic
Description

"Installation-Related Changes for Siebel Innovation Pack 2015" (removed for Siebel Innovation Pack 2016)

About Database Updates for the Current Release (new)

"Obtaining Updated Siebel Repository Files" (removed for Siebel Innovation Pack 2016)

New and modified topics. Updated Siebel Repository files (SRF files) are available for download from My Oracle Support. These SRF files correspond to repository updates in the Siebel database for Siebel Innovation Pack 2015, Patchset 5 or later (version 15.5 or later).

What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2015, Rev. C

Table 4 lists the changes in this revision of the documentation to support Siebel Innovation Pack 2015, Patchset 5. The new features listed in this table are available only if you install and deploy Innovation Pack 2015, Patchset 5 or later. For more information, see Siebel Patchset Installation Guide for Siebel CRM on My Oracle Support, 1614310.1 (Article ID) on My Oracle Support.

NOTE:  Siebel Innovation Pack 2015 is a continuation of the Siebel 8.1/8.2 release.

Table 4. What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2015, Rev. C
Topic
Description

"Installation-Related Changes for Siebel Innovation Pack 2015" (removed for Siebel Innovation Pack 2016)

About Siebel CRM Releases

Other topics

Modified topics. Siebel Innovation Pack 2015, Patchset 5 or later includes some optional features that involve changes to the Siebel Repository. For information about requirements for making these features available, see the linked topics.

For the readme documents for individual Siebel Patchset releases, see Siebel Patchset Installation Guide for Siebel CRM, 1614310.1 (Article ID) on My Oracle Support.

"Installation-Related Changes for Siebel Innovation Pack 2015" (removed for Siebel Innovation Pack 2016)

"Installing Oracle Database XE for the Local Database for Siebel Tools" (information reorganized for Siebel Innovation Pack 2016)

"Installing and Using the Siebel Sample Database" (information reorganized for Siebel Innovation Pack 2016)

Verifying Installation for Oracle Database XE (new topic)

Uninstalling Oracle Database XE (new topic)

About the Siebel Network Image

Other topics

New and modified topics. When you install Siebel Innovation Pack 2015, Patchset 5 or later, you can install Oracle Database Express Edition (Oracle Database XE) for the local database for Siebel Tools or install it for the sample database for Siebel Web Client. Additional steps are necessary to prepare the local database for use by the Siebel Tools developer.

For the readme documents for individual Siebel Patchset releases, see Siebel Patchset Installation Guide for Siebel CRM, 1614310.1 (Article ID) on My Oracle Support.

Guidelines for Installing the Siebel Database in a Pluggable Database

New topic. You can install the Siebel database in a multitenant environment with versions of Oracle Database that support this feature.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2015, Rev. B

Table 5 lists the changes in this revision of the documentation to support this release of the software.

NOTE:  Siebel Innovation Pack 2015 is a continuation of the Siebel 8.1/8.2 release.

Table 5. What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2015, Rev. B
Topic
Description

"Installation-Related Changes for Siebel Innovation Pack 2015" (removed for Siebel Innovation Pack 2016)

"Installing and Using the Siebel Sample Database" (information reorganized for Siebel Innovation Pack 2016)

"About Siebel QuickStart" (removed for Siebel Innovation Pack 2016)

Verifying Installation for Siebel Tools

Modified topics. Notes have been added to this guide regarding a change in the software used with the local database used by Siebel Tools and by Siebel Remote, or used with the sample database used by Siebel Mobile Web Client.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2015, Rev. A

Table 6 lists the changes in this revision of the documentation to support this release of the software.

NOTE:  Siebel Innovation Pack 2015 is a continuation of the Siebel 8.1/8.2 release.

Table 6. What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2015, Rev. A
Topic
Description

Multiple topics

Modified topics. Updated the default installation paths for Siebel CRM modules. These paths reference the version number of the current release of Siebel CRM, version 15.0, as 15.0.0.0.0.

"Saving Component Job Definitions During an Upgrade"

Removed topic. Siebel EIM cannot be used to export data from the tables mentioned. For existing deployments, all Siebel Server component jobs must complete before you perform any migration installations or perform any database upgrade tasks.

Verifying Installation for the Siebel Enterprise Server

Modified topic. Verifying that you have successfully installed and configured the Siebel CRM software requires performing additional tasks such as logging into the Siebel applications.

General Requirements for Installing and Configuring Siebel Enterprise Server Components

Modified topic. For existing deployments, all Siebel Server component jobs must complete before you perform any migration installations or perform any database upgrade tasks.

Requirements for Installing Siebel Tools

Modified topic. Before you perform a migration installation of Siebel Tools in a deployment with multiple languages, the current language mode for Siebel Tools must correspond to the primary language of the Siebel database.

Creating the Siebel Installation Image on the Network

Modified multiple topics. Clarified that you place the files for the Siebel Image Creator utility in the same directory as the JAR files. For the full requirements for running Siebel Image Creator, see Preparing to Create a Siebel Installation Image.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2015

Table 7 lists the changes in this revision of the documentation to support this release of the software.

NOTE:  Siebel Innovation Pack 2015 is a continuation of the Siebel 8.1/8.2 release. This innovation pack, which is also known as Siebel CRM version 15.0, succeeds Siebel Innovation Pack 2014 (Siebel CRM version 8.1.1.14 and version 8.2.2.14). The Siebel Installation Guide for the operating system you are using is for installing Siebel Innovation Pack 2015.

Table 7. What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2015
Topic
Description

"Installation-Related Changes for Siebel Innovation Pack 2015" (removed for Siebel Innovation Pack 2016)

New topic. Summarizes several important Siebel CRM product changes affecting this guide.

Multiple topics

Modified topics. Siebel Innovation Pack 2015 is provided as a single release, Siebel CRM version 15.0. Installation for this release is similar to that for previous releases. You can install Siebel CRM version 15.0 as a new installation or as a migration installation from a prior Siebel CRM version 8.1.1.x or version 8.2.2.x release.

Installing Siebel Enterprise Server (modified)

Uninstalling Oracle LDAP Client (new)

Requirements for Installing Oracle LDAP Client (new)

About the Siebel Network Image (modified)

New and modified topics. You can now install Oracle LDAP Client with the Siebel Enterprise Server, when it is to be installed for use with a non-Oracle database.

Configuring the Siebel Enterprise

Configuring the SWSE Logical Profile

About Configuring the Siebel Web Server Extension

General Requirements for Installing and Configuring Siebel Enterprise Server Components

Modified topics. Secure Sockets Layer (SSL) is no longer supported for Siebel CRM. It is strongly recommended that you implement Transport Layer Security (TLS) encryption for all applicable services and communication paths in a Siebel CRM implementation.

Enabling and Disabling Server Component Groups

Modified topic. Updated the information about Siebel CRM product changes and server configuration requirements.

"Enabling Siebel Open UI" (removed for Siebel Innovation Pack 2016)

Modified topic. Updated the information about Siebel Open UI and migration installation.

"Installing Siebel Charts" (removed for Siebel Innovation Pack 2016)

Modified topic. Added steps to the Siebel Charts installation procedure for Microsoft Windows. These steps apply a patch that provides Tomcat updates to mitigate security vulnerabilities.

"Enabling jQuery Charts" (removed for Siebel Innovation Pack 2016)

New topic. Optionally, you can use jQuery Charts instead of NetCharts Server, for deployments using Siebel Open UI.

Creating the Siebel File System

Modified topic. The current release supports the ability to encrypt Siebel File System attachment files.

General Requirements for Installing and Configuring Siebel Enterprise Server Components

Modified topic.

CAUTION:  Before starting a migration installation for Siebel Enterprise Server, you must back up the original key file (keyfile.bin). After the migration, copy back the original key file.

Requirements for Installing Siebel Web Clients

Modified topic. Added mention of a requirement for certain users running the Google Chrome browser.

Guidelines for Setting IBM DB2 Configuration Parameters

Modified topic. Updated settings for some of the listed IBM DB2 configuration parameters.

Creating the Siebel Installation Image on the Network

Modified multiple topics.

The version number of the current release, Siebel CRM 15.0, is used in example JAR file names and applicable directory names.

You can now include the Oracle LDAP Client when you create the network image for Siebel Enterprise Server, when it is to be installed for use with a non-Oracle database.

The former requirement from Siebel CRM version 8.2.2.x to include certain third-party JAR files when you create the network image does not apply in Siebel CRM version 15.0.

About the Microsoft Windows and UNIX Versions of This Guide

This book is published in separate versions for Microsoft Windows or UNIX operating systems:

  • Siebel Installation Guide for Microsoft Windows
  • Siebel Installation Guide for UNIX

NOTE:  For operating system support details, including supported versions and product support exceptions, see the Certifications tab on My Oracle Support.

In this guide, Windows refers to all of the Microsoft Windows operating system versions that are supported for server or client platforms (for applicable Siebel modules) for this release. The supported versions are listed in the Certifications tab on My Oracle Support.

Supported UNIX operating systems include IBM AIX, HP-UX, Linux, and Oracle Solaris (for SPARC).

In Siebel Installation Guide for UNIX, supported Linux operating systems are usually discussed in generic terms and are not differentiated. However, some information in this guide applies only to particular Linux operating systems or particular Web servers running on Linux.

Both the Windows and UNIX versions of this guide contain instructions for installing client-based modules, such as Siebel Web Clients or Siebel Tools, on Microsoft Windows.

Siebel Installation Guide for UNIX does not contain instructions for installing Siebel Enterprise Server and Siebel Web Server Extension (SWSE) on Windows.

Siebel Installation Guide for UNIX does not contain information about either Microsoft SQL Server or Microsoft Internet Information Services (Microsoft IIS).

Siebel Installation Guide for Microsoft Windows does not contain information about UNIX-based Web servers.

NOTE:  The Siebel Installation Guides for prior Siebel CRM version 8.1.1.x, version 8.2.2.x, and version 15.x releases are available on My Oracle Support, at 1461732.1 (Article ID).

Additional Information

The procedures in this guide assume that you do not use left-hand navigation. For information about implementing left-hand navigation, see Siebel Fundamentals.

For more information about third-party products, such as supported operating systems or RDBMS platforms, Web servers, and so on, see the Certifications tab on My Oracle Support (https://support.oracle.com).

For Siebel CRM version 8.1.1.9 and later, version 8.2.2.2 and later, version 15.0 and later, and version 16.0 and later, the system requirements and supported platform certifications are available from the Certifications tab on My Oracle Support. For more information, see 1492194.1 (Article ID) on My Oracle Support.

Siebel Installation Guide for Microsoft Windows Copyright © 2016, Oracle and/or its affiliates. All rights reserved. Legal Notices.