Setting Up Siebel Self Service

This chapter includes information about the setup tasks that you must perform to deploy Siebel Self Service for an existing deployment that you originally installed for an earlier version. It includes the following topics:

About Setting Up Siebel Self Service

Whether you must perform the tasks described in this chapter depends on which of the following installation cases applies to you:

If you install the current release (Siebel Innovation Pack 2017) in a new deployment (or as a new installation), you must perform all Siebel Server and Siebel Application Interface configuration. You do not have to perform the tasks described in this chapter.
For more information about installing and configuring Siebel Server, see Siebel Installation Guide for the operating system you are using.

If you install the current release (Siebel Innovation Pack 2017) as a migration installation for an existing Siebel CRM installation of an earlier version, then, you must perform the installation in an environment where there is a valid previous version installed. You must perform the tasks in this chapter. These tasks create the Application Object Manager components that Siebel Self Service uses for all installed and deployed languages.
For more information about performing migration installations, see Siebel Installation Guide for the operating system you are using.

The tasks described in this chapter apply to any languages that are part of your existing deployment before you install the current release. For a multilingual deployment, you must perform some tasks multiple times, once for each language.

Roadmap for Setting Up Siebel Self Service

To set up Siebel Self Service for an existing deployment, perform the following processes and tasks:

Review the information in About Setting Up Siebel Self Service.
For more information about installing Siebel Self Service, see Requirements for Installing Siebel Self Service.
Install the current release of Siebel CRM as a patch installation (migration installation) for an existing installation of Siebel CRM version 8.1.1.10, version 8.2.2.3, or an earlier version.

Note: The overall installation process includes many specific tasks and requirements that are not mentioned in this topic. For more information about installing Siebel CRM, see the Siebel Installation Guide for the operating system you are using.
Run Incremental Repository Merge for the Siebel database.

Note: You must run Incremental Repository Merge after you install the current release of Siebel CRM as a patch installation (migration installation) for an existing installation of an earlier version. For more information about running Incremental Repository Merge, see Siebel Database Upgrade Guide.
Add the Application Object Manager components for Siebel Self Service.
For more information, see Process of Adding the Application Object Manager Components for Siebel Self Service.
Configure the Siebel Application Interface, as described in the Siebel Installation Guide for the operating system you are using.

About the Application Object Manager Components for Siebel Self Service

The Application Object Manager component for Siebel Self Service is Self Service Object Manager (LANG), where LANG is the three-letter code for each applicable language, such as ENU for U.S. English or JPN for Japanese. The alias for this component is SServiceObjMgr_lang, such as SServiceObjMgr_enu or SServiceObjMgr_jpn. These components are defined in the Siebel Call Center component group. The application name for these components is Siebel Service Portal. These components use the sservice.cfg configuration file.

Perform the tasks to create and configure these server components for existing installations for which these components are not currently defined. For more information, see Process of Adding the Application Object Manager Components for Siebel Self Service.

Configure the Siebel Application Interface, as described in the Siebel Installation Guide for the operating system you are using.

Process of Adding the Application Object Manager Components for Siebel Self Service

To add the Application Object Manager components, perform the following tasks:

Editing the new_comp_sia.dat File.
Edit the new_comp_sia.dat file to include a definition for the Self Service Object Manager component.
Running the new_compdef_sia Script
.

Perform these tasks on each Siebel Server on which you run these components. Repeat these tasks, as needed, for each additional language that you support. For more information, see About the Application Object Manager Components for Siebel Self Service.

Note: Perform this process only if it is required for your installation case. For more information, see About Setting Up Siebel Self Service.

This process is a step in Roadmap for Setting Up Siebel Self Service.

Editing the new_comp_sia.dat File

You edit the new_comp_sia.dat file to define the Self Service Object Manager (LANG) component, where LANG is an installed language. You can edit this file and then run the new_compdef_sia script on additional Siebel Servers, as necessary.

Note: For any additional languages that you support for this application, repeat the following task (but change the content that you specify in the procedure in this topic) and repeat the task in Running the new_compdef_sia Script.

This task is a step in Process of Adding the Application Object Manager Components for Siebel Self Service.

To edit the new_comp_sia.dat file

Stop the Siebel Server.
On the Siebel Server computer, navigate to SIEBSRVR_HOME/bin/lang.
In this directory, SIEBSRVR_HOME is the Siebel Server installation location, and lang is the three-letter code for the language for which you edit the new_comp_sia.dat file. (Use the backslash for Microsoft Windows; use the forward slash for UNIX or Linux.)
Back up the existing file new_comp_sia.dat.
Using an appropriate text editor, such as Notepad on Microsoft Windows, open the new_comp_sia.dat file.

Note: When you edit new_comp_sia.dat, do not enter any special characters, such as tabs.
If the file does not contain a section for the Siebel Call Center component group, then add the following information in the component group section of the file:
1. As needed, append an entry for the CallCenter component group, defined as follows:
```
[Component Group]

CallCenter = Siebel Call Center
```
2. As needed, create a section for the CallCenter component group, defined as follows:
```
[CallCenter]

FullName = Siebel Call Center

Description = Siebel Call Center Components

CreateDisabled = TRUE
```

Add the following information in the component section of the file:

Add a new entry for the Self Service Object Manager component in the existing components section, defined as follows:
```
[Components]
SServiceObjMgr_enu = Self Service Object Manager (ENU)
```
In this example, you add the required definitions for U.S. English (ENU) in the new_comp_sia.dat file located in SIEBSRVR_HOME/bin/ENU. Substitute other language codes as needed for your specific task. For example, you can add the required definitions for French (FRA).

Add a new section for the Self Service Object Manager component, defined as follows:

[SServiceObjMgr_enu]
FullName    = Self Service Object Manager (ENU)
Alias       = SServiceObjMgr_ENU
Alias       = PSSServiceObjMgr_ENU
Description = Siebel Self Service Object Manager
CompGrp     = CallCenter
CompType    = AppObjMgr
FixedParam: DataSource          = ServerDataSrc
FixedParam: Lang                = ENU
Param: LocaleCode               = ENU
Param: MaxTasks                 = 20
FixedParam: ConfigFile          = sservice.cfg
FixedParam: NamedDataSource     = ServerDataSrc,GatewayDataSrc,DataMart
Param: CFGApplicationName       = Siebel Service Portal
Param: CFGApplicationTitle      = Siebel Service Portal
Param: CFGApplicationSplashText = Siebel Service Portal
Param: SearchDefName            = SelfService Definition
Param: ProxyEmployee            = PROXYE
Param: LoginDomain              = EXTERNAL
Param: AllowAnonUsers           = TRUE
Param: EnableCDA                = FALSE
Param: EnableEmailClientAutomation = FALSE
Param: ListRowStyle = Siebel List
Param: LoginView = Login View (SelfService)
Param: SystemSWFName = dCCHtmlType.swf
Param: UserAgentFile = ua.ini
Param: AllowAnonUsers = TRUE
Param: AppletSelectStyle = Applet Select

Note: The information that you specify includes several required parameter settings for the component. You can use Siebel Server Manager to configure several of the parameter settings later, for example, to tune application performance.

Save the new_comp_sia.dat file.
Next, run the new_compdef_sia script. For more information, see Running the new_compdef_sia Script.

Running the new_compdef_sia Script

You run the new_compdef_sia script to add the server component definition that you add in the new_comp_sia.dat file that you edit for each language. For each language, the script adds the Application Object Manager component that Siebel Self Service uses. Perform this task immediately after you perform the task to edit the new_comp_sia.dat file. For more information, see Editing the new_comp_sia.dat File.

When you run the script, you must specify the same language that you specify within the edited sections of the new_comp_sia.dat file.

Note: For any additional languages that you support for this application, repeat the task in Editing the new_comp_sia.dat File (but change the content that you specify in Step 6 ) and repeat this task.

This task is a step in Process of Adding the Application Object Manager Components for Siebel Self Service.

To run the new_compdef_sia script

Log in as a Siebel administrator user on the Siebel Server computer.
Set the SIEBEL_HOME environment variable to SES_HOME/siebsrvr. (Use the backslash for Microsoft Windows; use the forward slash for UNIX or Linux.)
Open a command window or shell window and run a command as follows:
- On Microsoft Windows, run a command like the following command:
```
new_compdef_sia.bat siebelgatewayhost:tlsport siebelenterprise username 
password language 
```
- On UNIX or Linux operating systems, run a command like the following command:
```
./new_compdef_sia.ksh siebelgatewayhost:tlsport siebelenterprise username 
password language 
```
In these commands, siebelgatewayhost is the name of the Siebel Gateway host, tlsport is the port number which is specified durng the gateway server installation, siebelenterprise is the name of the Siebel Enterprise, username is the name of the account that runs the script, password is the password for this account, and language is the language for which you create the Application Object Manager component. Specifying the port number is optional if the Siebel Gateway uses the default port number, 2320.

For example, on Microsoft Windows, you might run a command like the following command:
```
new_compdef_sia.bat siebgtwy1 myenterprise sadmin password ENU
```
When prompted, verify that the parameters are correct.
For each language, repeat Step 3 and Step 4.
Restart the Siebel Server.
The new component is added for each specified language.

Configure the Siebel Application Interface, as described in the Siebel Installation Guide for the operating system you are using.