Siebel Installation Guide for Microsoft Windows describes the installation and initial configuration of Oracle's Siebel CRM applications. The installation and configuration tasks are covered for Siebel Gateway, Siebel Server, Siebel Application Interface, Siebel Mobile Web Clients, Siebel Tools, and other installable Siebel CRM modules.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.12 Update

Table 1 lists the changes in this revision of the documentation to support Siebel CRM 18.12 Update.

NOTE:  Siebel 2018 is a continuation of the Siebel 8.1/8.2 release.

Table 1. What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.12 Update
Topic
Description

Installation-Related Changes for Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.12 Update.

NOTE:  For the general purposes of this documentation, the current release is Siebel CRM 18.12 Update. However, similar installation characteristics and requirements apply to more than one Siebel CRM 18.x release. Siebel CRM 18.12 Update includes all of the functionality from previous Siebel CRM 18.x releases and previous Siebel CRM 17.x patchset releases.

Installing and Uninstalling Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.12 Update.

Overview of Siebel Management Console

Modified topic. Updated to reflect enhancements to Siebel Management Console added in Siebel CRM 18.12 Update.

Managing the Siebel Deployment

New topic. As of Siebel CRM 18.12 Update, Siebel system administrators can manage server elements in the Siebel deployment by using the Management screen in the Siebel Management Console.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.11 Update

Table 2 lists the changes in this revision of the documentation to support Siebel CRM 18.11 Update.

Table 2. What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.11 Update
Topic
Description

Installation-Related Changes for Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.11 Update.

Installing and Uninstalling Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.11 Update.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.10 Update

Table 3 lists the changes in this revision of the documentation to support Siebel CRM 18.10 Update.

Table 3. What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.10 Update
Topic
Description

Installation-Related Changes for Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.10 Update.

Installing and Uninstalling Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.10 Update.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.9 Update

Table 4 lists the changes in this revision of the documentation to support Siebel CRM 18.9 Update.

Table 4. What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.9 Update
Topic
Description

Installation-Related Changes for Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.9 Update.

Roadmap for Installing Siebel CRM 18.x Update for an Existing Installation of Siebel CRM 17.x or 18.x

New topic. Summarizes the tasks for installing Siebel CRM 18.9 Update or the latest Siebel CRM 18.x Update release, where there is an existing installation of Siebel CRM 17.x or 18.x.

Installing and Uninstalling Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.9 Update.

Configuring the Siebel Migration Application

Creating the Siebel File System

Modified topics. As of Siebel CRM 18.8 Update, the Migration Package Location setting in the Siebel Management Console allows you to specify the package location for import and export operations by the Siebel Migration application.

Added information about the server components required for successful use of the Siebel Migration application.

Added information about configuring the Siebel File System for use by the Siebel Migration application.

About Database Updates for Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated updated information about:

  • The Workspace Ranking (WSRanking) utility.
  • The Repository Upgrade utility.

Configuring the Common Logger for Siebel Application Interface

New topic. As of Siebel CRM 18.9 Update, you can configure the log level for the Siebel Application Interface common logger, which is used for certain common logging tasks.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.8 Update

Table 5 lists the changes in this revision of the documentation to support Siebel CRM 18.8 Update.

Table 5. What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.8 Update
Topic
Description

Installation-Related Changes for Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.8 Update.

Installing and Uninstalling Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.8 Update.

About Database Updates for Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Provided critical information about:

  • The Workspace Ranking (WSRanking) utility.
  • The Repository Upgrade utility.

Stopping and Starting the Siebel Application Container

Moved and modified topic. Moved this topic from a later chapter and updated the information.

As of Siebel CRM 18.8 Update, application containers (Apache Tomcat) for installations of Siebel Gateway, Siebel Server, and Siebel Application Interface run as a service on Microsoft Windows. Application containers start automatically on Microsoft Windows.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.7 Update

Table 6 lists the changes in this revision of the documentation to support Siebel CRM 18.7 Update.

Table 6. What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.7 Update
Topic
Description

Installation-Related Changes for Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.7 Update.

Installing and Uninstalling Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.7 Update.

About Database Updates for Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Siebel CRM 18.7 Update provides Siebel Repository updates for Siebel CRM applications. Customers currently using Siebel CRM 17.x or 18.x releases can optionally implement these updates by using a new repository upgrade utility.

Configuring the Siebel Deployment

New topic. As of Siebel CRM 18.7 Update, Siebel system administrators can configure server elements in the Siebel CRM deployment by using the new Configuration screen in the Siebel Management Console.

Accessibility for Siebel Management Console

New topic. As of Siebel CRM 18.7 Update, Siebel Management Console supports enhanced accessibility.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.6 Update

Table 7 lists the changes in this revision of the documentation to support Siebel CRM 18.6 Update.

Table 7. What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.6 Update
Topic
Description

Installation-Related Changes for Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.6 Update.

Installing and Uninstalling Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.6 Update.

Creating a Siebel Application Interface Profile

Modified topic. Added some settings not previously documented.

Planning the Siebel Application Interface Topology

Modified topic. Application containers for Siebel Application Interface instances on multiple nodes can be load balanced using Apache HTTP Server (httpd) and Apache Tomcat Connector (mod_jk).

NOTE:  This feature, first provided in Siebel CRM 18.5 Update, became generally available as of Siebel CRM 18.7 Update.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.5 Update

Table 8 lists the changes in this revision of the documentation to support Siebel CRM 18.5 Update.

Table 8. What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.5 Update
Topic
Description

Installation-Related Changes for Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.5 Update.

NOTE:  Siebel CRM 18.5 Update includes all of the functionality from previous Siebel CRM 18.x releases and previous Siebel CRM 17.x patchset releases.

Installing and Uninstalling Siebel CRM 18.12 Update (updated and renamed for current release)

Modified topic. Updated and renamed topic for Siebel CRM 18.5 Update.

Configuring the Siebel Gateway Cluster

New topic. Siebel CRM supports an optional native clustering feature for Siebel Gateway to provide high availability benefits to Siebel CRM customers. This feature works at the software level and is the preferred and recommended approach for clustering the Siebel Gateway.

NOTE:  This feature, first provided in Siebel CRM 18.5 Update, became generally available as of Siebel CRM 18.7 Update.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.4 Update

Table 9 lists the changes in this revision of the documentation to support Siebel CRM 18.4 Update.

NOTE:  Siebel 2018 is a continuation of the Siebel 8.1/8.2 release.

Table 9. What's New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.4 Update
Topic
Description

Installation-Related Changes for Siebel CRM 18.12 Update (updated and renamed for current release)

New topics. Provides more information about some of the new features and technology changes in Siebel 2018 (also known as Siebel CRM 18.x).

NOTE:  Siebel CRM 18.4 Update, the first Siebel CRM 18.x release, includes all of the functionality from previous Siebel CRM 17.x patchset releases.

You install Siebel CRM 18.4 Update on top of an existing installation of Siebel CRM 17.x. The installers behave similarly to those for Siebel CRM 17.x patchset releases previously provided.

Installing and Uninstalling Siebel CRM 18.12 Update (updated and renamed for current release)

New topic. Provides information about how to install the current release of Siebel CRM 18.x on top of Siebel CRM 17.x, and about uninstalling Siebel CRM 18.x.

About Siebel CRM Releases

Modified topic. Updated to include Siebel CRM 18.x in the described installation cases.

What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2017

Table 10 lists the changes in this revision of the documentation to support Siebel Innovation Pack 2017 (Siebel CRM 17.0).

NOTE:  Siebel Innovation Pack 2017 is a continuation of the Siebel 8.1/8.2 release.

Table 10. What's New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2017
Topic
Description

Installation-Related Changes for Siebel CRM 17.0

New topic. Contains more information about some of the new features and technology changes in Siebel Innovation Pack 2017.

"Installation-Related Changes for Siebel Innovation Pack 2016" (removed)

Removed topic. Removed this topic about the previous release.

Installing Siebel CRM Server Modules

Modified topics. In Siebel CRM 17.0, some installable modules have changed, and the Siebel Enterprise Server installer has been updated to accommodate them.

The Siebel Web Server Extension (SWSE) and its separate installer are no longer provided. This module has been replaced by a new module, Siebel Application Interface, which is installed by the Siebel Enterprise Server installer and does not require an existing Web server.

For migration installations, you must install Siebel Application Interface before the other modules, and you must configure it after doing all migration installations. The additional tasks for migration installations have been updated for Siebel CRM 17.0.

The Siebel Gateway Name Server has been replaced by a new module called Siebel Gateway.

You can use the Siebel Enterprise Server installer to install additional new modules. The installer now prompts for authentication and port number information as part of accommodating Siebel CRM product changes intended to facilitate deployment on the cloud.

Configuring Siebel CRM Server Modules

Running the Siebel Management Console (new)

"Starting a Siebel Configuration Wizard" (removed)

"More Information About Using the Siebel Configuration Wizards" (removed)

Modified and removed topics. In Siebel CRM 17.0, the Web-based Siebel Management Console, which is installed with Siebel Application Interface, has replaced most of the Siebel Configuration Wizards previously provided, except for the Database Configuration Wizard. Use the Siebel Management Console to create configuration profiles and deploy them in your physical environment.

Configuration information is stored in the Siebel Gateway registry instead of in the siebns.dat file.

Starting the Siebel Database Configuration Wizard

New topic. Moved some Siebel Configuration Wizard content from the previous chapter here, applicable to the Database Configuration Wizard.

Installing the Siebel Database

Modified topic. Installing a new database using the Database Configuration Wizard now creates an ODBC data source name that allows you to use database authentication when you run Siebel Management Console.

Starting the Siebel Server Service

Modified topic. The system service for Siebel Server starts automatically after you have configured the Siebel Server.

"Additional Tasks for the Siebel Web Server Extension and the Web Server" (removed)

Removed topic. Most of this information applied to SWSE and Web servers, and is not relevant to Siebel Application Interface for Siebel CRM 17.0. The topics about using Siebel Management Console to configure Siebel Application Interface include information about some settings formerly noted in this topic for SWSE.

"Process of Configuring Load Balancing for Siebel Business Applications" (removed)

"Generating the Load Balancing Configuration File (lbconfig.txt)" (removed)

"Planning Siebel Server Load Balancing" (removed)

"Siebel Web Server Extension Requirements for Siebel Load Balancing" (removed)

Removed topics. Load balancing as configured in previous releases no longer applies. Siebel native load balancing is supported in Siebel CRM 17.0, and works differently than in previous releases.

Installing and Using Oracle Database XE for the Local or Sample Database

Modified topic. In Siebel CRM 17.0, the local database and sample database are provided in the 64-bit versions only; the 32-bit versions are no longer provided.

Siebel Web Client Shortcuts and Startup Options

Modified topic. In Siebel CRM 17.0, demo shortcuts are no longer created with installations of the sample database for Siebel Mobile Web Client.

"About the Environment Verification Tool" (removed)

"Using the Environment Verification Tool" (removed)

Removed topics. The Environment Verification Tool is obsolete in Siebel CRM 17.0.

"Cloning a Siebel Installation" (removed)

Removed chapter. The cloning utility described in previous versions of this guide is no longer supported. This utility has been superseded by the Siebel Management Console technique of creating and deploying configuration profiles for your installed Siebel CRM modules. You can use the new method to achieve results similar to those of the cloning operations previously described.

Process of Removing Configuration Data

Modified topic. As of Siebel Innovation Pack 2017, you use the Siebel Management Console to remove configuration data of the types that you would formerly remove using the Siebel Configuration Wizards.

"About Oracle Configuration Manager" (removed)

Removed topic. As of Siebel Innovation Pack 2017, Oracle Configuration Manager is no longer installed with Siebel CRM.

Requirements for Configuring Anonymous Users for the Siebel Application Interface

Modified topic. Anonymous users are now configured using Siebel Management Console.

"Installing the Web Server" (removed)

"Support for Heterogeneous Environments" (removed)

"Requirements for Stopping and Starting the Web Server" (removed)

"Requirements for Binary Coexistence of the Siebel Web Server Extension" (removed)

Removed topics. Removed topics that were mostly applicable to SWSE and Web servers, and are not relevant to Siebel Application Interface.

Other information in Requirements for Installing and Configuring the Siebel Application Interface and elsewhere has been adapted from the SWSE context to the Siebel Application Interface context.

"Requirements for Installing Oracle LDAP Client" (removed)

"Uninstalling Oracle LDAP Client" (removed)

Removed topics. The Oracle LDAP Client installer is no longer provided as part of Siebel CRM product media. Obtain it separately from Oracle Software Delivery Cloud.

About the Microsoft Windows and UNIX Versions of This Guide

This book is published in separate versions for Microsoft Windows or UNIX operating systems:

  • Siebel Installation Guide for Microsoft Windows
  • Siebel Installation Guide for UNIX

NOTE:  For operating system support details, including supported versions and product support exceptions, see the Certifications tab on My Oracle Support.

In this guide, Windows refers to all of the Microsoft Windows operating system versions that are supported for server or client platforms (for applicable Siebel CRM modules) for this release.

Supported UNIX operating systems include IBM AIX, HP-UX, Linux, and Oracle Solaris (for SPARC).

In Siebel Installation Guide for UNIX, supported Linux operating systems are usually discussed in generic terms and are not differentiated. Siebel Installation Guide for UNIX does not contain instructions for installing Siebel Business Applications on Windows or about Microsoft SQL Server.

Both the Windows and UNIX versions of this guide contain instructions for installing client-based modules, such as Siebel Web Clients or Siebel Tools, on Microsoft Windows.

NOTE:  The Siebel Installation Guides for several prior releases are available on My Oracle Support, at 1461732.1 (Article ID).

Additional Information

The procedures in this guide assume that you do not use left-hand navigation. For information about implementing left-hand navigation, see Siebel Fundamentals.

For more information about third-party products, such as supported operating systems, RDBMS platforms, and so on, see the Certifications tab on My Oracle Support (https://support.oracle.com).

The system requirements and supported platform certifications are available from the Certifications tab on My Oracle Support. For more information, see 1492194.1 (Article ID) on My Oracle Support.

NOTE:  Siebel CRM makes extensive use of application containers. For detailed information about the configuration and administration of an application container outside of the Siebel configuration framework, see Apache Tomcat documentation. See also Stopping and Starting the Siebel Application Container.

Siebel Installation Guide for Microsoft Windows Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices.