Siebel Innovation Pack 2017: Installing and Using Oracle Database XE for the Local or Sample Database

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Installing and Using Oracle Database XE for the Local or Sample Database

In the current release, Oracle Database XE is provided as the database platform for the local database for Siebel Tools and for Siebel Mobile Web Client, or for the sample database for Siebel Mobile Web Client. Oracle Database XE software is always installed for Siebel Tools or Siebel Web Client (Siebel Mobile Web Client only), for a new or migration installation.

Oracle Database XE is installed and used in the following cases:

Local database for Siebel Tools. The Siebel Tools installer installs Oracle Database XE and provides the option to install the local database, as described in Installing Siebel Tools. Alternatively, the installer installs a database template, and you initialize the local database through the Siebel Remote server.
Local database for Siebel Mobile Web Client. The Siebel Web Client installer installs Oracle Database XE and a database template (if you do not install the sample database instead), and you initialize the local database through the Siebel Remote server. Support for the local database for this client was added in Siebel Innovation Pack 2016 and later. This local database is also called the remote database.
Sample database for Siebel Mobile Web Client. The Siebel Web Client installer installs Oracle Database XE and provides the option to install the sample database, as described in Installing the Siebel Web Client.

NOTE: SAP SQL Anywhere is no longer provided for the local or sample database. The Siebel Sample Database is no longer provided through a separate installer.

Requirements for Installing and Using Oracle Database XE

For platform requirements for installing and using Siebel Tools and Siebel Web Clients, see the Certifications tab on My Oracle Support. See also Requirements for Installing Siebel Web Clients and Requirements for Installing Siebel Tools. See also the documentation for Oracle Database Express Edition on Oracle Help Center.

Siebel image requirement. For your users to be able to install the local database or sample database on client computers, you must include the necessary JAR file in the Siebel image for Siebel Innovation Pack 2017. When you create the Siebel image, you can select the options that will support users 64-bit versions of Microsoft Windows. For more information, see About the Siebel Network Image. See also About Siebel CRM Releases.
Oracle Database Client requirement. For your users to be able to use Oracle Database XE on the client computer, the 32-bit Oracle Database Client must be installed. The Siebel Tools and Siebel Web Client installers prompt for the installed location of this database client, which must be installed at the location you specified in order for users to be able to access the local or sample database.
Because Oracle Database XE is always installed for Siebel Tools or Siebel Mobile Web Client, the same Oracle Database Client requirement also applies if you plan to initialize a local database through Siebel Remote.

For the version of Oracle Database XE that is installed and used with Siebel Web Client and Siebel Tools, see the Certifications tab on My Oracle Support.
Disable antivirus software. You might need to disable antivirus software while installing Oracle Database XE and the local database or sample database for Siebel Tools or Siebel Mobile Web Client.

About Installing the Local Database or Sample Database

You can install the local database in a new or migration installation of Siebel Tools or install the sample database in a new or migration installation of Siebel Mobile Web Client. For existing installations of the current release, the installers also provide the option of installing the local database or the sample database, if you had not previously installed it.

When you specify to install the local or sample database, the installation is done silently: no separate screens are displayed for this purpose. If Oracle Database XE is already installed, then it is not installed again, but the local database or sample database is still installed.

You can optionally install Siebel Tools and the local database or install Siebel Web Client and the sample database in unattended mode, as described in Installing Siebel Web Clients and Siebel Tools in Unattended Mode.

Installing the local database for Siebel Tools requires you to provide an appropriate user name and password when the installer prompts for them. For unattended installation, include the user name in the response file and specify the password at the command line when you execute the response file.

CAUTION: If Oracle Database XE was previously installed for any non-Siebel use, then you must uninstall it before proceeding. Otherwise, the existing Oracle Database XE installation would be used and the local or sample database files would be created under that existing installation (overwriting any existing database).

Only one instance of Oracle Database XE and one database are valid on a single computer. Installing a new database overwrites an existing database. For example, on the Siebel Mobile Web Client, if the local database or the sample database is already present, then this database's DBF files are overwritten if you add the other database. However, you can support multiple instances of Oracle Database XE databases by using the OracleXEConfig.bat utility.

NOTE: You can use the OracleXEConfig.bat utility to create, manage, and switch between different installed instances of Oracle Database XE databases on the same computer, such as the local database and the sample database. The SIEBEL_TOOLS_ROOT\bin directory contains the files OracleXEConfig.bat and XEConfig.jar. To run OracleXEConfig.bat on a Siebel Mobile Web Client installation, you can also copy these files to the SIEBEL_CLIENT_ROOT\bin directory.

If you did not install the local database when you installed Siebel Tools or install the sample database when you installed Siebel Web Client for the current release, then you can add it to the existing installation later. To do this, start the Siebel Tools or Siebel Web Client installer as if for a new installation, and then provide the existing Oracle home information.

After you install the Siebel Web Client or Siebel Tools, verify the installation, as described in Verifying Installation for the Siebel Web Client or Verifying Installation for Siebel Tools. Also verify the Oracle Database XE installation, as described in Verifying Installation for Oracle Database XE.

About Data Sources for the Local Database or Sample Database

The Siebel Tools and Siebel Web Client installers also create data sources as follows, if they did not already exist:

When you install Siebel Tools, the LOCAL_XE data source is created in all cases (whether or not you install the local database). You use this data source for connections to the local database that you installed, or to connect to a local database that you initialize through Siebel Remote. The corresponding section of the tools.cfg file is [LOCAL_XE].
If the local database has been extracted for the user on the Siebel Remote server, then you initialize this database by logging in using LOCAL_XE, as described in Configuring Siebel Business Applications and Using Siebel Tools.
When you install Siebel Mobile Web Client without installing the sample database, the LOCAL_XE data source is created, which you use for connections to a local database. The corresponding section of the Siebel application configuration file is [LOCAL_XE].
If the local database has been extracted for the user on the Siebel Remote server, then you initialize this database by logging in using LOCAL_XE, as described in Siebel Remote and Replication Manager Administration Guide.
When you install Siebel Mobile Web Client with the sample database, the SAMPLE_XE data source is created, which you use for connections to the sample database. The corresponding section of the Siebel application configuration file is [SAMPLE_XE].

About Migration Installations

Before any migration installation tasks are performed, local database users must synchronize any changes that must be preserved.

In a migration installation where Oracle Database XE and the local or sample database were previously installed, this instance of Oracle Database XE software migrates to the new installation. No database from the prior release is migrated. A new database and data source is created under the new instance according to the installer selections the user made, as in a new installation.

About the Local Database for Siebel Tools

As noted, you use the procedure in Installing Siebel Tools to install the local database for Siebel Tools in a new or migration installation. The user connects to the LOCAL_XE data source to log in to this local database. The data in each local database is a subset of the server database, as determined by each user's visibility rules.

Additional steps are necessary to prepare the local database for use by the Siebel Tools developer. After installing Oracle Database XE and the local database for Siebel Tools, you must set up this database based on your company's database customizations and based on the particular developer who will use this local database. For example, to prepare the local database for use by the developer user, you can run the local database setup script. For more information about this task, see Configuring Siebel Business Applications.

Alternatively, you might choose to initialize the local database through Siebel Remote, as described in Configuring Siebel Business Applications and Using Siebel Tools. In this case, do not install the local database with Siebel Tools. The user connects to the LOCAL_XE data source to initialize the local database. When logging in to a local database for the first time, the user is automatically prompted to connect to the Siebel Server and download the local database. Users must attempt this only after a local database has been extracted for them by the system administrator.

About the Local Database for Siebel Mobile Web Client

For information about initializing the local database for Siebel Mobile Web Client through Siebel Remote, see Siebel Remote and Replication Manager Administration Guide. In this case, do not install the sample database with Siebel Mobile Web Client. The data in each local database is a subset of the server database, as determined by each user's visibility rules.

The user connects to the LOCAL_XE data source to initialize the local database. When logging in to a local database for the first time, the user is automatically prompted to connect to the Siebel Server and download the local database. Users must attempt this only after a local database has been extracted for them by the system administrator.

About the Sample Database for Siebel Mobile Web Client

As noted, you use the procedure in Installing the Siebel Web Client to install the sample database for Siebel Mobile Web Client in a new or migration installation. Connect to the SAMPLE_XE data source to log in to this sample database.

The sample database contains example data of various kinds to help you understand how Siebel Business Applications work. The sample database contains schema changes, repository changes, and seed data for Siebel CRM functionality through the current release. For more information about some of the content in the sample database, see Siebel Demo Users Reference.

After you have installed the sample database, you can run Siebel demo applications, such as those described in Siebel Web Client Shortcuts and Startup Options. You can also customize shortcuts, as described in the same topic.

About Uninstalling Oracle Database XE

Oracle Database XE and the local database or sample database are not uninstalled when you uninstall the Siebel Web Client or Siebel Tools software, in either a full uninstallation or a rollback uninstallation. For information about uninstalling Oracle Database XE, see Uninstalling Oracle Database XE.

NOTE: In a migration installation case, you might choose to uninstall an existing installation of the Siebel Sample Database that uses SAP SQL Anywhere, because this database is not relevant to your migration. For information about uninstalling earlier versions of Siebel CRM software, see About Uninstalling Earlier Versions of Siebel Business Applications.

About the Workspaces Feature and Siebel Web Tools

Workspaces are a feature of Siebel Tools that provides an alternative to using local databases for developers to make and test changes to repository data. All Siebel Tools developers in a given Siebel development environment must either use a local database or use workspaces. Siebel Web Tools, a browser-based alternative to the traditional Siebel Tools client, uses an Application Object Manager component and the server database instead of a local database. For more information, see About the Workspaces Feature in Siebel Tools and the Siebel Runtime Repository. See also Using Siebel Tools.

Related Books

Siebel Remote and Replication Manager Administration Guide

Siebel Demo Users Reference

Configuring Siebel Business Applications

Using Siebel Tools

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