Siebel CRM Partner Relationship Management Administration Guide Siebel 2018 E24800-01 |
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To install Siebel PRM, you must:
Install a Web Server. Like other Siebel Business Applications, Siebel PRM includes Siebel Application Interface. The Web server must be already installed before you install Siebel PRM.
Install the Siebel Server. When you install the Siebel Server, you must enable at least the following components to use Siebel PRM:
Siebel eChannel
Workflow Management
Communications
Configure Server Components. After installing the server, you must configure the following server components:
Siebel Communications Server. For users to send email or fax messages you must configure the Siebel Communications Server. For information about setting up the Siebel Communications Server, see Siebel Communications Server Administration Guide.
Chart Server. For users to produce charts, you must configure the Chart Server. For information about setting up the Chart Server, see the Siebel Installation Guide for the operating system you are using.
Documents Server. For users to produce presentations, proposals, or correspondence, you must enable eDocuments during installation and configure the Document Server. For information about setting up the Document Server, see Siebel Applications Administration Guide.
Configure Siebel Management Console. After installing, you must start the Siebel Management Console portal to use the correct anonymous login. In the Enhanced Authentication section, edit the following values:
Anonymous User Name = guestcp
Anonymous User Password = your password for guestcp
Configure LDAP. In order to use the Siebel PRM new user registration, you must have LDAP configured.
For information about which Web servers are supported, see Siebel System Requirements and Supported Platforms on Oracle Technology Network.
For information about installing Siebel Business Applications, see the Siebel Installation Guide for the operating system you are using.
For information about configuring LDAP, see Siebel Security Guide.