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Configuring the Siebel Deployment

As of Siebel CRM 18.7 Update, system administrators can configure server elements in the Siebel CRM deployment by using the Configuration screen in the Siebel Management Console. Administrators can perform activities here that are equivalent to some of the activities that you traditionally perform in the Administration - Server Configuration screen in the Siebel application or using the Server Manager command-line utility. The new functionality is provided as an alternative to the traditional methods.

The Configuration screen in the Siebel Management Console supports a subset of the functionality from the Administration - Server Configuration screen. For example, Siebel Management Console does not include the Job Templates feature or, under Enterprises, the Synchronize and System Alerts features.

Siebel System Administration Guide describes the existing server configuration functionality and includes information about relevant configuration settings and operations, some of which also apply to what you can do in the Siebel Management Console.

Related Topics

About Configuring Siebel CRM

Running the Siebel Management Console

Managing the Siebel Deployment

Related Books

Siebel System Administration Guide

About the Configuration Screen

You can perform activities in the Configuration screen in Siebel Management Console at any time after you complete the required profile configuration and deployment tasks for Siebel deployment elements. The Configuration screen includes views that allow you to configure the Siebel enterprise and its component Siebel Servers, server components, parameters, and so on.

The default view in the Configuration screen identifies the current Siebel enterprise. The navigation bar at the top of each view is a breadcrumb control that lets you navigate within the hierarchical elements of the Siebel enterprise. As shown in Table 21, you can select Component Definitions, Component Groups, Servers (for configuring a Siebel Server), Profile Configuration (for configuring an enterprise profile), or Parameters (for configuring enterprise parameters). When you have selected one of these options, you can navigate further into the hierarchy, such as to configure parameters for a particular Siebel Server or one of its server components. You can navigate up or down the hierarchy using this navigation bar.

Icons at the top of each view or panel (list or form type) indicate operations that can be performed for the selected element or subelement (for example, Siebel Server parameters), such as to create, delete, or edit an instance of the element, or to query for the element you need. The available options vary by the particular context of the operations you are performing in this screen.

Figure 7 shows the Configuration screen in Siebel Management Console. You can use this screen to perform configuration tasks for the Siebel Enterprise, Siebel Server, server components, and related areas. The navigation menu is shown at left, which provides access to the Configuration screen and to other functionality of Siebel Management Console.

Figure 7. Configuration Screen in Siebel Management Console

Activities in the Configuration Screen

Table 21 lists the primary configurable elements in the Configuration screen in the Siebel Management Console and summarizes some of the available configuration activities.

Configuring an Element in the Configuration Screen

To configure Siebel enterprise elements in the Configuration screen in the Siebel Management Console, perform the following general steps.

To configure an element in the Configuration screen

1. Run the Siebel Management Console, as described in Starting the Siebel Management Console.
2. Click Configuration in the navigation menu in the left panel.
3. For the current Siebel enterprise, navigate to one of the options available from the navigation bar.

   The options under the Siebel enterprise are shown in Table 21.

4. Select, create, delete, or modify an item (such as an enterprise parameter, or a Siebel Server), as appropriate.
5. Optionally, from the navigation bar, navigate to one of the available child elements for the selected item (such as parameters for a Siebel Server), and perform configuration operations.

   The available child elements depend on the item selected in Step 4, and are also shown in Table 21.

6. Select, create, delete, or modify an item, as appropriate.