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Requirements for Using Siebel Reports for First-Time Installations

The reporting module for Siebel CRM is Oracle Business Intelligence Publisher (Oracle BI Publisher). This topic provides the requirements you must meet before you can use Siebel Reports for the first time.

The following requirements must be met before using Siebel Reports:

• You must have the latest Siebel CRM version.

  For information about supported Siebel CRM versions, see the Certifications tab on My Oracle Support. For information about Certifications, see article 1492194.1 (Article ID) on My Oracle Support. Some of the requirements include:

  • A Siebel Server (or servers)
  • A Siebel Web Client for connected mode
  • A Siebel mobile client (MWC or DWC) for disconnected mode
  • Siebel Tools
  • (Optional) Application Deployment Manager (ADM)

    You might want to use ADM to migrate reports from one Siebel environment to another (for example, migrating reports from the development to the production environment). For more information about ADM, see Siebel Application Deployment Manager Guide.

The following requirements are met as part of implementing instructions in this document:

• Java Development Kit (JDK) with the JAVA_HOME system environment variable pointing to the JDK. To find the JDK version applicable to your deployment, see the Certifications tab on My Oracle Support.
• Siebel Server components enabled:
  • Siebel Application Object Manager (AOM), for example, SCCObjMgr_enu for Siebel Call Center
  • EAI Object Manager
  • XMLP Report Server
  • (Optional) Workflow

    NOTE:  You must enable the Workflow component if you plan to use workflow, the Reports Business Service, or the XMLP Purge Records workflow.

• Oracle BI Publisher software
  • Oracle Business Intelligence Publisher
  • Oracle BI Publisher Add-In for Microsoft Word (also known as Oracle BI Publisher Desktop)

    To find the version of Oracle BI Publisher software applicable to your deployment, see the Certifications tab on My Oracle Support.