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About the Deployment Planning Worksheet

The topics that follow provide the Deployment Planning Worksheet for installing Oracle's Siebel CRM product family. This worksheet is an integral part of the installation process.

Before proceeding with installation-related tasks, make a copy of the worksheet topics that follow, or create your own worksheet to capture all of the data that you need to record. Record all instances of any modules for which you install multiple instances. For example, Siebel Gateway multiple nodes can participate in a cluster and multiple Siebel Application Interface or Siebel Server instances can provide different Siebel CRM applications or functions or can support load balancing and high availability). The deployment team fills out the first section. Members of the team fill out the information in the sections for which they are responsible. As you work through preparation steps, record the information that you will need while installing and configuring Siebel CRM.

In various places in this book, you are prompted to refer to the Deployment Planning Worksheet for specific information about your site and deployment. You also use it to record other important information for future installations, upgrades, reconfiguration, and expansion of your deployment.

Each time that you install new Siebel CRM software in your deployment, record the relevant data in your Deployment Planning Worksheet. Use a new worksheet for each Siebel CRM environment or Siebel CRM deployment.

CAUTION:  Customers are responsible for ensuring the security of sensitive information, such as account passwords, that might be recorded in this worksheet or in similar documents or information stores created by or employed by the customer.