3Installing Siebel Approval Manager

Installing Siebel Approval Manager

This chapter provides the information on how to install Siebel Approval Manager (SAM). It includes the following topics:

Prerequisites and Requirements

Before you install the Siebel Approval Manager, you must review the guidelines described in the README file. In addition, you will:

  • Ensure that Siebel Server is installed along with the application container.

  • Set up email integration by the installer.

  • Set up REST APIs for the tracking system.

  • Optionally, set up REST APIs for the SCM (Software Configuration Management) system.

Note: You can have only one instance of SAM installation in each machine. When you upgrade SAM, you can either upgrade the existing version or delete the existing version from your machine and then install the new version.

Steps Used to Install Siebel Approval Manager

You can use the following steps to install the SAM application.

To install Siebel Approval Manager

  1. Browse the location of the SAM build.

    This example shows the location of the SAM build in a Microsoft Windows environment:

    \\sam-image\SAM-673\Disk1\InstData\Windows\VM\Siebel Approval Manager.exe.
    

    This example shows the location of the SAM build in a Unix environment:

    //net/sam-image/SAM-2.17.8/Disk1/InstData/Linux/ NoVM/ Siebel Approval 
    Manager.bin
    
  2. Invoke the SAM installer using either one of the following options:

    • Double-clicking the Siebel Approval Manager.exe file in a Microsoft Windows environment, or

    • Entering the command “./Siebel Approval Manager.bin" in a Unix environment.

    The Siebel Approval Manager Installation window appears displaying the installation process.

  3. Select a language from the list of available options and click the OK button.

    The Introduction window appears.

  4. Review the introduction information and click the Next button.

    The Installation Folder window appears.

  5. Select a destination folder to install the SAM application.

    You can accept the default destination folder, enter a new folder location into the Where would you like to Install text field, or click the Choose button to select a folder.

  6. Click the Next button.

    The Web Server Application Folder window appears.

  7. Select an Apache TomcatHome folder to deploy the WAR file.

    You can accept the default destination folder, enter a new folder location into the Please Choose a Folder text field, or click the Choose button to select a folder.

    Note: Oracle Siebel recommends selecting the location where you install Tomcat; for example, C:\Siebel\ses\applicationcontainer.
  8. Click the Next button.

    The Database Details window appears.

  9. Select a database.

    The available options are Oracle Database Enterprise Edition and Microsoft SQL Server.

  10. Click the Next button.

    If you select the Oracle Database Enterprise Edition option, the Oracle Database User Inputs window appears, enabling you to enter the Oracle database information.

    If you select the Microsoft SQL Server option, the MSSQL Database User Inputs window appears, enabling you to enter the Microsoft SQL database information.

  11. Enter the required database information.

    This table lists the fields used to enter the database information and their example values:

    Field Example Value in the Oracle Database Server Example Value in the MSSQL Server

    Database Server

    slc09urt

    slc09uiu

    Database Name

    <Not applicable>

    MSUIU128

    Database Instance Name

    qaurt1

    BIN_INST1

    Port Details

    1551

    34100

    Username

    ORAURT108

    MSUIU128

    Password

    ORAURT108

    MSSQL

    Table Owner Name

    ORAURT108

    dbo

    Siebel Server Location

    C:\Siebel\ses\siebsrvr

    C:\Siebel\ses\siebsrvr

  12. Click the Next button.

    The SAM Email Configuration Inputs window appears.

  13. Enter the SAM email configuration information.

    This table lists the fields used to enter the SAM email configuration information and their example values:

    Field Example Value

    SMTP Hostname

    internal-mail-router.oracle.com

    SMTP Port

    25

    Username

    DoNotReply@sam.com

    Password

    changeme

    Noreply

    noreply@oracle.com

    Mailto

    firstname.lastname@oracle.com

  14. Click the Next button.

    The Email REST API Inputs window appears.

  15. Enter the email REST API information.

    This table lists the fields used to enter the email REST API information and their example values:

    Field Example Value

    Email UserID

    samuel.siebel@oracle.com

    Email Password

    siebel

    Email Folder

    inbox

    Email server

    stbeehive.oracle.com

    Email server port number

    993

    Web server port number

    8080

    (This port number is also the Tomcat port number.)

  16. Click the Next button.

    The Pre-Installation Summary window appears.

  17. Review the summary page and click the Install button.

    The installation process begins. When the installation process is successfully completed, the Install Complete window appears.

  18. Accept the default selection to restart your system and click the Done button.

    Alternatively, select the option to restart your system manually. Click the Done button and then restart your system manually.

  19. After your system is restarted, verify the WAR files to ensure they are deployed under the SAM application container.

    1. Access this location: <database>\C:\Siebel\ses\applicationcontainer\webapps\.

    2. Check to ensure that sam.war and emailapprover.war files are in the webapps folder.

    For information on how to deploy and configure workspace, see Deploying and Configuring Workspaces.

  20. Verify that the SAM URL is valid.

    1. Launch the SAM URL using this format: http://<localhost>:<tomcatport>/sam/login.

      For example: http://slc01qlu:8080/sam/login.

    2. Enter admin and admin for the user name and password to log into the SAM application.

      The SAM Home page appears.