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Siebel Installation Guide for Microsoft Windows > Installing Siebel CRM Server Modules > Installing Siebel CRM >
Installing Siebel CRM in a New Installation
Use the following procedure to install Siebel CRM modules in a new installation. This topic is part of Installing Siebel CRM. NOTE: Use this procedure only where existing Siebel CRM modules are not already installed. Where an earlier version of a module is already installed, you perform a migration installation instead, as described in Installing Siebel CRM in a Migration Installation.
This task is a step in:
To install Siebel CRM modules in a new installation
- Review Before You Install Siebel CRM and About Installation Tasks for Siebel CRM and observe the requirements and recommendations.
For example, if you are installing a Siebel Server that will communicate with an existing configured installation of Siebel Gateway on another computer or operating system instance, then make sure that the Siebel Gateway is running.
- Log on to the server computer, using an account with administrative privileges, such as the Siebel service owner account that you recorded in the copy that you made earlier of the worksheet in Siebel Deployment Planning Worksheet.
Whether you log on using the Siebel service owner account or using another account, the account that you use must belong to the Windows domain of your Siebel CRM deployment and must have full write permissions to the Siebel File System.
- Shut down all of the open programs that are running on the server.
- In Windows Explorer, navigate to the Siebel image location for Siebel CRM 17.0. Then navigate to the directory where the installer is located. Navigate to
Siebel_Image\Windows\Server\Siebel_Enterprise_Server\Disk1\install.
In this path, Siebel_Image is the directory for your version-specific Siebel network image, such as C:\Siebel_Install_Image\17.0.0.0.
- To start the Siebel Enterprise Server installer, double-click setup.bat.
The Select Installation Task screen appears. The New Installation task is selected by default.
- To perform a new installation of Siebel CRM where no existing installation of a prior release of Siebel CRM is present, click Next.
The New Installation Details screen appears.
- Specify the installation location, and then click Next. (Note the installation location for future reference.)
You might specify an installation path for a new installation like C:\Siebel, C:\Siebel_SES, C:\Siebel_AI, or a similar value. Accept the default path or specify a different fully qualified path by typing it directly or by clicking Browse. If you have an existing installation, then you must specify a new path for the new installation. For more information about installation path requirements, see File and Directory Naming Conventions.
The Select Components screen appears.
- Select the Siebel Enterprise Server modules that you want to install. Choose one or more of the following options, as allowed or as appropriate for your deployment, and click Next:
- Application Interface
- Gateway
- Siebel Server
- EAI Connector (optional)
- Database Configuration Utilities (install with the first Siebel Server)
- Enterprise Cache (optional)
- Constraint Engine (optional, available as a developer preview)
For more information about installing these modules, see About Installation Tasks for Siebel CRM. See also Requirements for Installing and Configuring Siebel CRM.
The specific screens that appear in the installer depend on the modules that you are installing.
The Select Languages screen appears.
- Select the languages that you want to install, and click Next. You must select at least one language in order to proceed.
All of the languages that were included in the Siebel network image for Siebel Enterprise Server are available for selection. To select a language, you click the name of the language in the Available box and then use the arrow controls to move it into the Selected box.
You specify the languages to install in order to run Siebel applications using these languages. The files that are specific to the languages chosen in this step will be copied to your computer.
If you install the software with a single language, then this language serves as the primary (base) language, in which your server messages and log files will display. If you install the software with multiple languages, then when you configure the Siebel Server or the Siebel Application Interface, you can specify which installed languages to deploy and which installed language is the primary language.
For the Siebel Application Interface, you must install and deploy the superset of all of the languages required by the Application Object Manager components that connect to it.
NOTE: You can add languages to an existing installation by running the installer in unattended mode (silent mode). For more information about installing and deploying languages, see Installing and Deploying Siebel CRM with Multiple Languages.
The Application Container Port Configuration screen appears. This screen applies to all installable modules except EAI Connector and Database Configuration Utilities.
- Specify port numbers for this installation, and click Next. Specify the following:
- HTTPS Redirect Port (default: 443, or example: 9011). Used for secure HTTPS connections to the application container, which can include connections redirected from the HTTP port.
- HTTP Connection Port (default: 8080, or example: 9012). Incoming connections on the HTTP port are redirected to the secure HTTPS port.
- Shutdown Port (default: 8005, or example: 9013). Used for management purposes by Siebel CRM, for local use only.
Specifying these port numbers allows the application containers and other parts of the configuration framework to work together during and after the configuration and deployment tasks you perform using Siebel Management Console. The port numbers must be unique on each installation computer or operating system instance. See also Configuring Siebel CRM Server Modules.
If you are installing Siebel Application Interface, then the Application Interface Authentication screen appears.
- Specify the appropriate authentication credentials for access to Siebel Management Console, and click Next.
- User Name. Specify the user name to use when you log in to Siebel Management Console, as described in Starting the Siebel Management Console.
- Password. Specify the password for this user name.
- Confirm Password
NOTE: You use the credentials specified here when you first log in to Siebel Management Console, after installing the first Siebel Application Interface node. These credentials, which are stored in the applicationinterface.properties file, are valid only before you have configured the security profile. Once you have configured security, you must log in to Siebel Management Console again with valid credentials for the authentication method specified in the security profile. Then, when you install any subsequent instance of Siebel Application Interface, you would also specify those same valid credentials (that are used by the first Siebel Application Interface node) for the specified authentication method, for example, user name sadmin and password mypwd.
The Client Authentication screen appears. This screen appears if you are installing Siebel Gateway, Siebel Server, Siebel Application Interface, Siebel Enterprise Cache, or Siebel Constraint Engine.
- Specify information that supports secure communications for the installed software. Specify the following:
- Keystore Name. Specify a file (such as a JKS file) you have generated that will serve as the keystore.
- Truststore Name. Specify a file (such as a JKS file) you have generated that will serve as the truststore.
- Password. Specify the password for the specified keystore and truststore files.
- Confirm Password
NOTE: The keystore and truststore files are Java files containing certificates. These files are necessary for the application container to use secure two-way communications when connecting with other Siebel CRM modules, as occurs during Siebel Management Console configuration and in normal operation. These files must contain the server certificate chain and an imported CA certificate. Generate your files so that the keystore file references both the private key and the public key, while the truststore file references the public key only. Specify the password that was previously configured to open the certificate files. Use the same password for the keystore and truststore files. Use fully qualified domain names rather than IP addresses. If you do not configure these files correctly, then you will not be able to configure Siebel CRM, as described in Configuring Siebel CRM Server Modules. See also Siebel Security Guide.
If you are installing Siebel Gateway, then the Gateway Port Configuration screen appears.
- Specify the TLS port number for the Siebel Gateway (default: 2320, or example: 9014).
This port number is used for internal purposes, to provide access to the Siebel Gateway. You also include this port number when you specify the Siebel Gateway in the command to run srvrmgr.
If you are installing Siebel Constraint Engine, then the Constraint Engine Port Configuration screen appears.
- Specify the TLS port number for the Siebel Constraint Engine (example: 9115).
This port number is used for internal purposes, to provide access to the Siebel Constraint Engine.
The Summary screen appears.
- In the Summary screen, review the information presented.
This screen displays the location where Siebel CRM will be installed. Before you proceed, confirm that you have met all of the installation requirements, such as for disk space. Then do one of the following:
- To begin installing Siebel CRM, click Install. You can also click Install after saving a response file.
- To save a response file to use for an unattended installation later, click Save Response File, and then save the file from the dialog box that appears. If you are not also installing at this time, then click Cancel after you save the response file. For information about performing unattended installations, see Installing Siebel CRM in Unattended Mode.
The Installation Progress screen appears. Siebel CRM is installed into the directory that you specified in Step 7.
NOTE: For future reference, note that the Oracle Home Name is defined based on the installation directory. For example, for an installation directory of C:\Siebel, the Oracle Home Name is Siebel_Home_c_Siebel.
- When the Next button becomes available, the installation is complete. Click Next.
The Finish Installation screen appears. This screen indicates whether the installation was successful and shows the location of the installer log file. You can access this file to review the installation results.
- To close the installer, click Close.
This new installation of Siebel CRM is now finished. If you installed Database Configuration Utilities, then the shortcut for the Database Configuration Wizard is created in the program folder, which is created using a generated name.
- After installing Siebel CRM:
- Repeat this procedure, modifying selections as appropriate, on each computer or operating system instance where you are installing Siebel CRM server modules.
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