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Before You Install Siebel CRM

Before you install Siebel CRM, you must perform the preinstallation tasks. Some of these tasks are described in Siebel Deployment Planning Guide.

  1. Review all documented hardware and software requirements.

    For more information, see the installation guidelines in this topic and the information referenced there.

  2. Review the worksheet in Siebel Deployment Planning Worksheet or create your own worksheet, and fill it in as you prepare for installing Siebel CRM.
  3. Plan and prepare for your deployment.
  4. Configure your RDBMS.

    NOTE:  You can configure the RDBMS at any point before you run the Siebel Database Configuration Wizard. Most of the database tasks described in this guide do not apply if you have an existing Siebel database, such as in an upgrade environment.

    This task applies only for Roadmap for Installing Siebel CRM for a New Deployment. For more information, see Planning RDBMS Installation and Configuration and Configuring the RDBMS.

  5. Obtain the Siebel media and create a Siebel installation image on the network, from which you will perform installations.
  6. Create directories for Siebel CRM software and directories for the Siebel File System.

    For more information, see File and Directory Naming Conventions and Creating the Siebel File System.

  7. Create the required Siebel accounts.

    For more information, see Creating the Siebel Service Owner Account.

  8. Review all security requirements and take the necessary preparatory steps for either a new installation or a migration installation.
  9. Perform any manual migration tasks that might be required prior to performing migration installations for an existing deployment, as described in Additional Tasks for Migration Installations.

    This step applies only for Roadmap for Installing Siebel CRM in a Migration Installation Case (Existing Installation).

Installation Guidelines

Follow these general guidelines for your installations:

  • Before installing any Siebel CRM module, review all documented requirements, including those found in About Installation Tasks for Siebel CRM and in Requirements for Installing and Configuring Siebel CRM. Also review the information in Siebel Deployment Planning Guide, Siebel Security Guide, other relevant guides on Siebel Bookshelf, and the Certifications tab on My Oracle Support.
  • You must plan for the installation and management of the Siebel CRM server modules that you are installing. Review the installation instructions and the installer screens to help you understand the information that is requested by the installers. Such information includes installation locations, languages, application container port numbers, other port numbers, and authentication settings.
  • When you install Siebel CRM, as described in Installing Siebel CRM, the installer prompts you to specify valid keystore and truststore files, which are Java files containing certificates.

    The keystore and truststore 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. 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.

  • Various restrictions and guidelines apply regarding which server modules must be installed separately or are recommended to be installed separately from other modules. The installer prevents installation combinations that are not allowed, and warns for installation combinations that are not recommended for production or other end-user environments. For example, Siebel Application Interface must be installed in a separate installation location or on a different computer or operating system instance from all other modules. For more information, see About Installation Tasks for Siebel CRM.
  • You install Siebel Gateway for each Siebel Enterprise. You can install it with Siebel Server or install it separately, depending on your requirements. You can optionally install it on multiple nodes in order to support Siebel Gateway clustering. For more information, see About Installation Tasks for Siebel CRM. See also Configuring the Siebel Gateway Cluster.
  • You install Siebel Database Configuration Utilities once, together with the first Siebel Server installed. You must install it with a Siebel Server.
  • You install all of the Siebel CRM server modules that you will require to get started, and then you configure them.

    Various requirements apply to the sequence in which you must perform configuration tasks. Security requirements such as for authentication affect many phases of your installation and configuration process, including the overall task sequence. For example, depending on your authentication method, you might need to install the Siebel database for a new deployment before you configure the Siebel CRM server modules using the Siebel Management Console.

  • The migration installation and database upgrade cases differ in their requirements for installation sequence, Siebel database tasks, configuration of the Siebel environment, and other post-installation tasks.

    For example, for migration installations, you must perform the migration installation of the Siebel Application Interface first (for your existing installation of SWSE). Then perform the migration installation of the Siebel Gateway and Siebel Server.

  • You can install additional instances of Siebel Server and Siebel Application Interface, as needed, for medium-sized or larger deployments.
  • After you install Siebel CRM 17.0 for each applicable Siebel CRM module, you install Siebel CRM 18.12 Update.
  • You must activate license keys for Siebel CRM, using the License Key Activation utility, after you install a new database, run Incremental Repository Merge (for migration installations), or complete a full database upgrade.
Related Topics

About Installation Tasks for Siebel CRM

Installing and Uninstalling Siebel CRM 18.12 Update

Requirements for Installing and Configuring Siebel CRM

About Siebel CRM Releases

Related Books

Siebel Deployment Planning Guide

Siebel Security Guide

Deploying Siebel Open UI

Siebel Performance Tuning Guide

Siebel System Administration Guide

Certifications tab on My Oracle Support

Install & Configure Advisor: Siebel Innovation Pack 2017 (17.0), 2277538.2 (Article ID) on My Oracle Support

Siebel CRM 2018 Update Guides and Release Notes, 2382435.1 (Article ID) on My Oracle Support

      
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