Contents

• Title and Copyright Information
• Preface
• 1 What’s New in This Release
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 19.12 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 19.11 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 19.10 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 19.9 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 19.8 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 19.7 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 19.6 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 19.5 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 19.4 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 19.3 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 19.2 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 19.1 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.12 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.11 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.10 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.9 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.8 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.7 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.6 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.5 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel CRM 18.4 Update
  • What’s New in Siebel Installation Guide for Microsoft Windows, Siebel Innovation Pack 2017
  • About the Microsoft Windows and UNIX Versions of This Guide
  • Additional Information
• 2 Overview of Installing Siebel CRM
  • Overview of Installing Siebel CRM
  • Installation-Related Changes for Siebel CRM 19.x Update
  • Installation-Related Changes for Siebel CRM 17.0
  • Before You Install Siebel CRM
  • General Guidelines for Installing Siebel CRM
  • Overview of Siebel CRM Server Architecture
  • Roadmap for Installing Siebel CRM for a New Deployment
  • Roadmap for Installing Siebel CRM 19.x Update for an Existing Installation of Siebel CRM 17.x or Later
  • Roadmap for Installing Siebel CRM in a Migration Installation Case (Existing Installation)
  • Roadmap for Installing Siebel CRM in an Upgrade Case (Existing Database)
• 3 Installing Siebel CRM Server Modules
  • Installing Siebel CRM Server Modules
  • About Installation Tasks for Siebel CRM
  • Installing Siebel CRM
    • Installing Siebel CRM in a New Installation
    • Installing Siebel CRM in a Migration Installation
  • Installing and Uninstalling Siebel CRM 19.x Update
    • Preinstallation Tasks
    • Installing Siebel CRM 19.x Update
    • Verifying Installation
    • Uninstalling Siebel CRM 19.x Update
  • Installing Siebel CRM in Unattended Mode
    • Guidelines for Installing Servers in Unattended Mode
    • Saving an Installation Response File
    • Editing an Oracle-Provided Installation Response File
    • Performing an Installation in Unattended Mode
  • Additional Tasks for Migration Installations
    • Migration Issues and Solutions for Siebel CRM 17.0 and Later
    • Updating the Siebel Server System Service and Server Components to Use AES Password Encryption
• 4 Configuring Siebel CRM Server Modules
  • Configuring Siebel CRM Server Modules
  • About Configuring Siebel CRM
    • Where to Find Configuration Tasks
    • Configuration Requirements for Migration Installations
  • Running the Siebel Management Console
    • Starting the Siebel Management Console
    • Overview of Siebel Management Console
    • Siebel Management Console Screens
    • Supported Activities in Siebel Management Console
    • Using Safe Mode for Siebel Management Console
  • Installing the Siebel Database
  • Configuring the Siebel Gateway and Security
    • Configuring the Siebel Gateway
    • Configuring a Security Profile
    • Configuration Settings for a Security Profile
  • Configuring the Siebel Enterprise
    • Creating a Siebel Enterprise Profile
    • Configuration Settings for a Siebel Enterprise Profile
    • Deploying the Siebel Enterprise
  • Configuring the Siebel Server
    • Creating a Siebel Server Profile
    • Configuration Settings for a Siebel Server Profile
    • Deploying the Siebel Server
  • Configuring the Siebel Application Interface
    • Creating a Siebel Application Interface Profile
    • Configuration Settings for a Siebel Application Interface Profile
    • Deploying the Siebel Application Interface
  • Configuring the Siebel Gateway Cluster
    • About Siebel Gateway Clustering
    • Creating a Siebel Gateway Cluster
    • Configuration Settings for a Siebel Gateway Cluster Profile
    • Deploying the Siebel Gateway Cluster
  • Configuring the Siebel Enterprise Cache
    • About Persistence for Siebel Enterprise Cache
    • Creating a Siebel Enterprise Cache Server Profile
    • Configuration Settings for a Siebel Enterprise Cache Server Profile
    • Deploying the Siebel Enterprise Cache Server
    • Creating a Siebel Enterprise Cache Client Profile
    • Configuration Settings for a Siebel Enterprise Cache Client Profile
  • Configuring the Siebel Constraint Engine
    • Creating a Siebel Constraint Engine Profile
    • Configuration Settings for a Siebel Constraint Engine Profile
    • Deploying the Siebel Constraint Engine
  • Configuring the Siebel Migration Application
    • Creating a Siebel Migration Profile
    • Configuration Settings for a Siebel Migration Profile
    • About the Migration Package Location
    • Deploying the Siebel Migration Application
  • Configuring the Siebel Deployment
    • About the Configuration Screen
    • Activities in the Configuration Screen
    • Configuring an Element in the Configuration Screen
  • Managing the Siebel Deployment
    • About the Management Screen
    • Activities in the Management Screen
    • Managing an Element in the Management Screen
  • Accessibility for Siebel Management Console
• 5 Installing the Siebel Database on the RDBMS
  • Installing the Siebel Database on the RDBMS
  • About Database Updates for Siebel CRM 19.x Update
  • About Installing the Siebel Database
    • About Installing a Database
    • About Adding a Language to an Existing Database
  • Creating Table Owner and Administrator Accounts
    • Running the grantusr.sql Script on an Oracle Database
    • Running the grantusr.sql Script on IBM DB2
    • Running the grantusr.sql Script on Microsoft SQL Server
  • Installing the Stored Procedures and User-Defined Functions on IBM DB2
  • Starting the Siebel Database Configuration Wizard
    • Starting the Siebel Database Configuration Wizard Using a Windows Shortcut
    • Starting the Siebel Database Configuration Wizard at the Command Line
  • Installing the Siebel Database
  • Activating License Keys
  • Setting Up Your Environment to Support Global Time Zone
  • Populating the Siebel File System
  • Importing a Siebel Repository Manually into the Siebel Database
• 6 Additional Postinstallation and Configuration Tasks
  • Additional Postinstallation and Configuration Tasks
  • Starting the Siebel Gateway
  • Stopping and Starting the Siebel Application Container
    • Troubleshooting Task Sequence When Siebel Application Containers Are Not Running
    • Stopping the Siebel Application Container
    • Starting the Siebel Application Container
  • Starting the Siebel Server Service
  • Preparing to Run Siebel Server Components
    • Enabling and Disabling Server Component Groups
    • Enabling and Disabling Language-Specific Application Object Managers and Adding Languages
    • Synchronizing Batch Components
    • Migrating Siebel Enterprise Server and Siebel Server Parameter Settings
    • Performing Additional Tasks to Configure Siebel Servers
    • Updating the CRC Checksum Setting
    • About Installing Additional Siebel Servers for an Existing Siebel Enterprise
  • Customizing the Application Container for Siebel Application Interface
    • Configuring the Common Logger for Siebel Application Interface
    • Customizing URLs for Siebel CRM Applications
    • Modifying the HTTPS Redirect Port or HTTP Port for Siebel Application Interface
  • Installing and Deploying Siebel CRM with Multiple Languages
    • About Language Deployment and the Siebel Network Image
    • About Language Deployment and Migration Installations
    • About Language Deployment on Siebel Server and Siebel Application Interface
    • About Language Deployment Tasks Using the Database Configuration Wizard
    • About Language Deployment for Unshipped Languages
    • Limitations for Installing Additional Languages
    • Scenarios for Installing and Deploying Multiple Languages
    • Installing and Deploying All Required Languages Once
    • Installing All Required Languages but Deploying Some Languages Later
    • Deploying Multiple Languages Now and Later (Option 1)
    • Deploying Multiple Languages Now and Later (Option 2)
    • Installing and Deploying Additional Languages
    • Importing Locale-Specific Data into the Siebel Repository
  • Configuring Support for CalDAV or CardDAV Publishing
• 7 Installing Siebel Web Clients and Siebel Tools
  • Installing Siebel Web Clients and Siebel Tools
  • About Installing the Siebel Web Client or Siebel Tools
    • Siebel Web Client and Siebel Tools Installer Flow
  • Installing the Siebel Web Client
    • Installing the Siebel Web Client as a New Installation
    • Installing the Siebel Web Client as a Migration Installation
  • Installing Siebel Tools
    • Installing Siebel Tools as a New Installation
    • Installing Siebel Tools as a Migration Installation
  • Installing and Using Oracle Database XE for the Local or Sample Database
    • Requirements for Installing and Using Oracle Database XE
    • About Installing the Local Database or Sample Database
    • About Data Sources for the Local Database or Sample Database
    • About Migration Installations
    • About the Local Database for Siebel Tools
    • About the Local Database for Siebel Mobile Web Client
    • About the Sample Database for Siebel Mobile Web Client
    • About Uninstalling Oracle Database XE
  • Installing Siebel Web Clients and Siebel Tools in Unattended Mode
    • Guidelines for Installing Siebel Web Clients and Siebel Tools in Unattended Mode
    • Saving an Installation Response File
    • Editing an Oracle-Provided Installation Response File
    • Installation Response File Entries for Installing Oracle Database XE
    • Performing an Installation in Unattended Mode
  • About Workspaces in Siebel Tools and the Siebel Runtime Repository
  • Installing Desktop Integration Siebel Agent on Client Computers
  • Installing Outlook to Siebel Drag and Drop on Client Computers
  • Siebel Client Deployment Requirements When Using Firewalls or Proxy Servers
    • Deploying Siebel Applications Accessed Through a Firewall
    • Bypassing the Proxy Server for Local Addresses
  • Configuring Siebel CRM for Pop-Up Blocker Compatibility
  • Logging in to Your Siebel Application
    • Before Logging in to Your Siebel Application
    • Logging in Using the Siebel Developer Web Client
    • Logging in Using the Siebel Mobile Web Client
    • Logging in Using the Siebel Web Client
  • Siebel Web Client Shortcuts and Startup Options
    • Siebel Web Client Shortcuts
    • Siebel Application Shortcuts
    • Utility and Synchronization Program Shortcuts
    • Siebel Web Client Startup Options
    • Creating Custom Siebel Application Shortcuts
• 8 Verifying and Troubleshooting Your Installation
  • Verifying and Troubleshooting Your Installation
  • Verifying Installation for Siebel CRM
    • Reviewing the Installation Log Files
    • Reviewing the Log Files for the Siebel Application Interface
    • Verifying That the Application Container Is Running
    • Verifying That the Siebel Gateway Has Started
    • Verifying the Installation Version Number for Siebel CRM
    • Reviewing the Installation Directories for Siebel Gateway
    • Reviewing the Installation Directories for Siebel Server
    • Reviewing the Installation Directories for Siebel Database Configuration Utilities
    • Reviewing the Installation Directories for the Siebel Application Interface
  • Troubleshooting Installation and Configuration for Siebel CRM
    • Troubleshooting Installation and Configuration for the Siebel Gateway
    • Troubleshooting Installation and Configuration for the Siebel Server
    • Troubleshooting Installation and Configuration for Siebel Application Interface
  • Verifying the ODBC Data Source
    • Verifying the ODBC Data Source for Oracle Database
    • Verifying the ODBC Data Source for IBM DB2
    • Verifying the ODBC Data Source for Microsoft SQL Server
  • Troubleshooting the ODBC Data Source Connection
    • Troubleshooting Connection Problems on Oracle Database
    • Troubleshooting Connection Problems on IBM DB2
    • Troubleshooting Connection Problems on Microsoft SQL Server
  • Verifying Installation for the Siebel Database
    • Reviewing the Installation Log Files for the Siebel Database
    • Verifying System Preferences and Settings for the Database Code Page
  • Troubleshooting Installation for the Siebel Database
    • Troubleshooting Installation for the Siebel Database
    • Acceptable Errors for Installation of the Siebel Database
    • Troubleshooting Siebel Repository Import for the Siebel Database
  • Verifying Installation for Siebel Tools
    • Reviewing the Installation Log Files for Siebel Tools
    • Verifying the Installation Version Number for Siebel Tools
    • Reviewing the Installation Directories for Siebel Tools
    • Verifying Successful Installation of Siebel Tools
    • Verifying Directory Permissions for Siebel Tools
    • Verifying the ODBC Data Sources for Siebel Tools
  • Verifying Installation for the Siebel Web Client
    • Reviewing the Installation Log Files for the Siebel Web Client
    • Verifying the Installation Version Number for the Siebel Web Client
    • Reviewing the Installation Directories for the Siebel Web Client
    • Verifying ODBC Data Sources for the Siebel Developer Web Client
  • Verifying Installation for Oracle Database XE
    • Verifying Installation of Oracle Database XE
    • Verifying the ODBC Data Source for Oracle Database XE
    • Verifying the TNSNAMES.ORA Entry for Oracle Database XE
  • Verifying Network Connectivity for the Siebel Server Computer
  • Verifying Network Connectivity for Mobile Users
  • Configuring the Siebel Mobile Web Client When Neither Siebel VB nor Siebel eScript Is Licensed
• 9 Uninstalling Siebel CRM
  • Uninstalling Siebel CRM
  • About Uninstalling Siebel CRM
    • Uninstallation Options for Siebel CRM Modules
    • Requirements for Uninstalling Siebel CRM
    • Limitations for Uninstalling Siebel CRM
  • Process of Removing Configuration Data
    • Removing the Siebel Application Interface Configuration
    • Removing the Siebel Server Configuration
    • Removing the Siebel Enterprise
    • Removing the Siebel Gateway Cluster
    • Removing the Siebel Gateway
  • Uninstalling Siebel CRM Server Modules
    • Uninstalling the Siebel CRM Server Modules
    • Rolling Back the Siebel CRM Server Modules
    • Uninstalling the Siebel Application Interface
    • Rolling Back the Siebel Application Interface
  • Uninstalling Siebel Web Clients or Siebel Tools
    • Uninstalling the Siebel Web Client
    • Rolling Back the Siebel Web Client
    • Uninstalling Siebel Tools
    • Rolling Back Siebel Tools
    • Uninstalling Oracle Database XE
  • About Uninstalling Earlier Versions of Siebel CRM
• 10 Requirements for Installing and Configuring Siebel CRM
  • Requirements for Installing and Configuring Siebel CRM
  • About Installing Siebel CRM
    • About Documented Requirements
    • About Siebel CRM Releases
    • About Installing in Upgrade Environments
    • About Language Installation
  • Planning Your Siebel Deployment
    • Preparing the Hardware and Planning Topologies
    • Planning Disk Space and Configuration Requirements
    • Planning RDBMS Installation and Configuration
      • About Database Code Pages and Locale Support
      • Planning Database Connectivity
      • How to Use This Guide If Your Database Is IBM DB2 for z/OS
    • Managing Temporary Disk Space Required by Siebel Installers and Wizards
    • About the Language in Which Siebel Installers and Wizards Run
    • Planning to Install Multiple Instances of Siebel CRM
      • Installing Multiple Instances of the Same Version of Siebel CRM
      • Installing Multiple Instances of Different Versions of Siebel CRM
    • Specifying the Locale for Siebel CRM
    • Restrictions on Host Names for Siebel Gateway and Siebel Server
    • Restrictions on Names for Siebel Enterprise and Siebel Server
      • Siebel Enterprise Naming Restrictions
      • Siebel Server Naming Restrictions
    • File and Directory Naming Conventions
      • How This Guide Refers to Your Installation Directories
    • Creating the Siebel File System
      • Siebel File System Requirements
      • Siebel File System and Siebel Server Components
      • Siebel File System Parameter
      • Deployments Using the Siebel Migration Application
      • Siebel File System Utilities
      • Naming a Siebel File System Directory
      • Setting Up the Siebel File System
    • Creating the Siebel Service Owner Account
  • Installation and Configuration Methods by Deployment Type
    • Small to Medium-Sized Deployments
    • Medium-Sized Deployments
    • Large Deployments
    • Installation and Configuration Options
  • Requirements for Installing and Configuring Siebel Enterprise Server Modules
    • General Requirements for Installing and Configuring Siebel Enterprise Server Modules
    • Requirements for Siebel Gateway Authentication
    • Requirements for Installing and Configuring the Siebel Gateway
    • Requirements for Installing and Configuring the Siebel Server
      • About Clustering the Siebel Gateway and Siebel Server
      • Language and Locale Requirements
      • Guidelines for Installing Multiple Language Packs on the Siebel Server
      • Search Server
      • Database Requirements
      • Third-Party Software Requirements
      • Temporary Disk Space
    • Requirements for Installing the Siebel EAI Connector
  • Requirements for Installing and Configuring the Siebel Application Interface
    • About the Siebel Application Interface
    • Planning the Siebel Application Interface Topology
    • General Requirements for Installing and Configuring the Siebel Application Interface
    • Requirements for User Permissions for the Siebel Application Interface
    • Requirements for Configuring Anonymous Users for the Siebel Application Interface
  • Requirements for Installing and Configuring the Siebel Database
    • General Requirement
    • Oracle Database
    • IBM DB2
    • Microsoft SQL Server
  • Requirements for Installing Siebel Web Clients
    • Administrative Rights for Installation
    • Directory Naming Conventions
    • Requirements and Recommendations for Siebel Web Client
    • Restricted Support for Siebel Developer Web Client
    • Database Connectivity Software for Siebel Developer Web Client
    • Requirements for Oracle Database XE and the Local Database or Sample Database
    • Security-Related Software
    • Other Oracle or Third-Party Software
    • Chrome Browser Users
    • Closing Browser Sessions
    • Migration Installations
  • Requirements for Installing Siebel Tools
• 11 Configuring the RDBMS
  • Configuring the RDBMS
  • Overview of Database Configuration
    • Overview of Configuring the Database
    • About Using Sample Scripts for Creating Siebel Database Objects
  • Configuring an Oracle Database for Siebel CRM
    • Guidelines for Configuring an Oracle Database
    • Guidelines for Selecting a Language for Oracle Database
    • National Character Set
    • Sort Order and Date Format
    • Guidelines for Configuring Settings in the init.ora File
    • Guidelines for Sizing Redo Logs for an Oracle Database
    • Guidelines for Creating Oracle Database Tablespaces
    • Guidelines for Sizing the Oracle Database
    • Guidelines for Creating Temporary Oracle Database Tablespaces
    • Guidelines for Overriding Oracle Database Default Tablespaces for Database Objects
    • Guidelines for Creating Oracle Database Objects
    • Guidelines for Ongoing Oracle Database Administration
    • Guidelines for Using Real Application Clusters for an Oracle Database
    • Guidelines for Installing the Siebel Database in a Pluggable Database
  • Configuring an IBM DB2 Database for Siebel CRM
    • Guidelines for Configuring an IBM DB2 Database
    • Guidelines for Setting IBM DB2 Database Manager Configuration Parameters
    • DB2set Parameters
    • Guidelines for Selecting a Language for IBM DB2
    • Codeset
    • Territory
    • Sort Order
    • Guidelines for Creating the IBM DB2 Database
    • Guidelines for Setting IBM DB2 Configuration Parameters
    • Guidelines for Setting Up IBM DB2 Buffer Pools
    • Guidelines for Creating IBM DB2 Tablespaces
    • Guidelines for Overriding IBM DB2 Default Tablespaces for Database Objects
    • Guidelines for Preventing IBM DB2 from Running Out of ODBC Statement Handles
    • Guidelines for Determining IBM DB2 Log Space
    • Guidelines for Creating IBM DB2 Database Objects
    • Guidelines for Managing IBM DB2 Fragmentation
  • Configuring a Microsoft SQL Server Database for Siebel CRM
    • Guidelines for Configuring a Microsoft SQL Server Database
    • Guidelines for Configuring Microsoft SQL Server Parameters
    • Guidelines for Selecting a Language for Microsoft SQL Server
    • Sort Order
    • Guidelines for Creating the Microsoft SQL Server Database
    • Guidelines for Allocating Microsoft SQL Server Database Log Space
    • Guidelines for Overriding Microsoft SQL Server Default Tablespaces for Database Objects
    • Guidelines for Creating Microsoft SQL Server Database Objects
    • Guidelines for Ongoing Microsoft SQL Server Administration
    • Updating Microsoft SQL Server Statistics
    • Managing Microsoft SQL Server Fragmentation
  • Configuring Siebel Server Connectivity to the Siebel Database
    • Oracle Database
    • IBM DB2
    • IBM DB2 for z/OS
    • Microsoft SQL Server
• 12 Creating the Siebel Installation Image on the Network
  • Creating the Siebel Installation Image on the Network
  • About the Siebel Network Image
    • About the JAR File for the Local Database for Siebel Tools
    • About the JAR File for the Sample Database for Siebel Web Client
  • Obtaining Siebel Installation Media Files
    • Siebel Installation Media Files Provided on DVD
  • Siebel Installation Media Contents
    • Siebel Installation Base Media
    • Language Media
  • Preparing to Create a Siebel Installation Image
    • Determining the Locations for the Siebel Media Files and the Siebel Image
    • Requirements for the Siebel Image Directories
    • Cross-Platform Issues When Creating Siebel Image Directories
    • Requirements for Running Siebel Image Creator
  • Creating a Siebel Installation Image
  • Troubleshooting Siebel Image Creation
    • Siebel Image Creator Logging
    • Installer Errors and the Siebel Image
• 13 Siebel Deployment Planning Worksheet
  • Siebel Deployment Planning Worksheet
  • About the Deployment Planning Worksheet
  • Team Lead Summary
  • Siebel Enterprise Server Names and Installation Directories
  • Siebel Accounts, Host Names, and Static IP Addresses
  • Cluster Deployment Data
  • Ports and RDBMS Details Data