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Installing Siebel Tools as a New Installation

Use the following procedure to install Siebel Tools as a new installation for Siebel CRM version 17.0.

NOTE:  Use this procedure only when Siebel Tools is not already installed. Where an earlier version of Siebel Tools is already installed, you perform a migration installation instead, as described in Installing Siebel Tools as a Migration Installation.

Oracle Database XE is always installed for Siebel Tools. You can optionally install the local database for a new installation. Alternatively, you can use this procedure to install the local database for an existing installation of Siebel Tools for the current release, if you had not previously installed the local database. Do not install the local database if you plan to initialize a local database through Siebel Remote. For more information, see Installing and Using Oracle Database XE for the Local or Sample Database.

This topic is part of Installing Siebel Tools.

This task is a step in:

• 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)

To install Siebel Tools as a new installation

1. Review About Installing the Siebel Web Client or Siebel Tools. See also Installing and Using Oracle Database XE for the Local or Sample Database.
2. In Windows Explorer, navigate to the Siebel image location for Siebel CRM version 17.0. Then navigate to the directory where the installer is located. Navigate to Siebel_Image\Windows\Client\Siebel_Tools\Disk1\install.

   In this path, Siebel_Image is the directory for your version-specific Siebel network image, such as C:\Siebel_Install_Image\17.0.0.0.

3. To start the Siebel Tools installer, double-click setup.bat.

   The Siebel Tools installer displays the Welcome screen.

4. Click Next.

   The Select Installation Task screen appears. The New Installation task is selected by default.

5. To perform a new installation of Siebel Tools software where no existing installation of Siebel CRM version 8.1.1.x, version 8.2.2.x, version 15.x, or version 16.x is present, click Next. Also click Next if you are installing the local database into an existing installation of Siebel Tools for the current release.

   The New Installation Details screen appears.

6. Enter a name for your installation and specify the installation location, and then click Next. (Note the installation name and location for future reference.) Note the following:
   • The default installation name (Oracle Home Name) is TOOLS_HOME. The value that you specify is used in the parent program folder name for the Siebel Tools client shortcut. (A separate program folder is created for the Oracle Universal Installer software.) If you have an existing installation, then you must specify a new name for the new installation.
   • The default installation path (Oracle Home Location) for a new installation is C:\Siebel\Tools or a similar value. Accept the default path or specify a different location by typing it directly or by clicking Browse. If you have an existing installation, then you must specify a new path for the new installation.

     For more information about Oracle home and installation path requirements, see File and Directory Naming Conventions.

     If you specified an existing installation of Siebel Tools for the current release in this screen, then the installer gives you the option of installing the local database into your existing installation. Go to Step 13. Otherwise, go to the next step.

     For a new installation, the Select Languages screen appears. All of the languages that were included in the Siebel network image for Siebel Tools are available for selection.

7. Select the languages that you want to install, and click Next. You must select at least one language in order to proceed.

   To select a language, you click the name of the language in the Available box and then use the arrow controls to move it into the Selected box.

   You specify languages to install in order to run applications using these languages. The files that are specific to the languages chosen in this step will be copied to your computer.

   NOTE:  You must install Siebel Tools with the U.S. English (ENU) language pack. You can also install other Siebel language packs.

   NOTE:  You can add languages to an existing installation by running the installer in unattended mode (silent mode). For more information about installing and deploying languages, see Installing and Deploying Siebel Business Applications with Multiple Languages.

8. In the Database Server screen, select the type of database server that you are using for Siebel Business Applications. Choose one of the following, and click Next:
   • Oracle Database Server
   • IBM DB2 UDB for Windows and UNIX
   • Microsoft SQL Server
   • IBM DB2 UDB for z/OS
9. In the Database Identification screen, enter the following information, and click Next. Specify information for the database that you specified in Step 8:
   • For Oracle Database, specify the Database Alias and Table Owner.
   • For IBM DB2, specify the Database Alias and Table Owner.
   • For Microsoft SQL Server, specify the Database Server Host Name and Database Instance Name.
   • For IBM DB2 for z/OS, specify the Database Alias (as defined in DB2 Connect) and Table Owner or Schema Qualifier.

     Enter data that you previously specified in the worksheet in Siebel Deployment Planning Worksheet.

10. In the File System Server Information screen, specify the directory path for a network-based Siebel File System by typing it directly or by clicking Browse. Then click Next.

    NOTE:  For the Siebel File System path, you can use a UNC share name (for example, \\SRV1\siebfile) or a mapped drive (for example, K:\siebelFS). For more information, see File and Directory Naming Conventions. See also Creating the Siebel File System.

11. In the Remote Server Information screen, specify the name of the Siebel Server on which you are running the Siebel Remote Server components. Then click Next.

    The Siebel Remote Server components are required for initializing and synchronizing the local database on the Siebel Tools computer.

12. In the Enterprise Server Information screen, specify the address of the Siebel Gateway and the name of the Siebel Enterprise to which Siebel Tools will connect for administration. Then click Next.

    The Gateway Address is the network name or the IP address of the computer on which the Siebel Gateway is installed. To enter a specific port number, append the Gateway Address string with a colon and the desired port number.

    The Enterprise Server is the name of the Siebel Enterprise under which the Siebel Servers that support the server database were installed.

13. In the Local DB Selection screen of the Siebel Tools installer, you can optionally specify that you want to install the local database. If you checked Install Local DB, then you must also specify an appropriate user name and password. Also specify the path to the installed 32-bit Oracle Database Client, whether or not you install the local database.
14. In the Summary screen, review the information presented.

    This screen displays the location where Siebel Tools will be installed. Before you proceed, confirm that you have met all of the installation requirements, such as for disk space. Then do one of the following:

    • To begin installing the Siebel Tools software, click Install. You can also click Install after saving a response file.
    • To save a response file to use for an unattended installation later, click Save Response File. If you are not also installing at this time, then click Cancel after you save the response file. For information about performing unattended installations, see Installing Siebel Web Clients and Siebel Tools in Unattended Mode.

      The Installation Progress screen appears. The Siebel Tools software is installed into the directory that you specified in Step 6.

15. When the Next button becomes available, the installation is complete. Click Next.

    The Finish Installation screen appears. This screen indicates whether the installation was successful and shows the location of the installer log file. You can access this file to review the installation results.

16. To close the installer, click Close.

    Siebel Tools installation is now finished. The Siebel Tools shortcut was created in the program folder.

17. After installing the Siebel Tools software:
    • Verify the Siebel Tools installation, as described in Verifying Installation for Siebel Tools.
    • Install the latest Siebel Patchset release, where available. Then verify the installation again.
    • Perform any additional postinstallation steps, as described in Additional Postinstallation and Configuration Tasks.
18. Repeat this procedure on each computer where you are installing Siebel Tools.