1. Installation Guide for UNIX
  2. What’s New in This Release

7Installing Siebel Web Clients and Siebel Tools

About Installing the Siebel Web Client or Siebel Tools

This chapter describes how to install Siebel Web Clients (for Siebel Mobile Web Clients) and Siebel Tools with specified Siebel language packs. Before installing, review all documented requirements.

Note: Siebel Web Tools is now the preferred alternative to the traditional Siebel Tools client. For more information, see Using Siebel Tools.

The software that is installed on the user’s computer for Siebel Mobile Web Client and Developer Web Client is identical. A single installer provides the software necessary to install and run either of these client types. For general information about these client types, see Siebel Deployment Planning Guide. Information in this guide about installing the Siebel Web Client refers to either or both of these two client types. (Siebel Developer Web Client installation is covered with the Siebel Mobile Web Client.) See also Deploying Siebel Open UI.

For the local database on Siebel Mobile Web Client, you also install Oracle Database SE2. For more information, see Installing and Using Oracle Database SE2 for the Local Database.

Note the following about Siebel Web Client and Siebel Tools:

  • Each Siebel Web Client is designed to be used within a single Siebel Enterprise by a single local user.

  • Each Siebel Tools client is designed to be used within a single Siebel Enterprise by a single local developer user.

It is recommended to install the Siebel Developer Web Client with Siebel Tools. The Siebel Developer Web Client has specific requirements for connectivity to the enterprise database. For information about the relational database management systems (RDBMS) software that you might need to install on client computers running Siebel Developer Web Clients, see the Certifications tab on My Oracle Support. RDBMS products are not provided by Oracle; you must obtain them based on your database-connection requirements.

Note: The Siebel Developer Web Client is supported for administration, development, and troubleshooting usage scenarios only.

You perform migration installations using the same Siebel Web Client and Siebel Tools installers (for Siebel CRM 17.0) that you use for new installations. A migration installation applies settings from your existing installation to a new installation. The existing Oracle home name, installation location, installation languages, configuration data, and other settings are used for the new installation. Before the new installation is performed, the existing installation is moved to a backup location and can no longer be used.

Note: For information about additional tasks and considerations for migration installations, see Additional Tasks for Migration Installations.

The language that the installer displays is the one that corresponds to the current regional settings on the installation client computer.

This chapter also includes information about installing additional modules on client computers, for use with any Siebel Web Client.

Siebel Web Client and Siebel Tools Installer Flow

In general, the installer for Siebel Web Client or Siebel Tools does the following:

  1. Checks the client computer to verify whether required components have already been installed.

  2. Creates all of the required ODBC data sources.

  3. Installs the Siebel CRM software and specified Siebel language packs.

  4. (Siebel Mobile Web Client) Installs Oracle Database SE2. For more information, see Installing and Using Oracle Database SE2 for the Local Database.

  5. Creates Siebel shortcuts.

  6. Writes data to installation log files.

Related Topics

Installation-Related Changes for Siebel CRM 20.x Update

Installation-Related Changes for Siebel CRM 17.0

Installing the Siebel Web Client

Installing Siebel Tools

Installing and Using Oracle Database SE2 for the Local Database

Requirements for Installing Siebel Web Clients

Requirements for Installing Siebel Tools

About Siebel CRM Releases

Related Books

Siebel Deployment Planning Guide

Deploying Siebel Open UI

Siebel Remote and Replication Manager Administration Guide

Configuring Siebel Business Applications

Using Siebel Tools

Installing the Siebel Web Client

This topic provides instructions for installing the Siebel Mobile Web Client or Developer Web Client and specified Siebel language packs.

Note: This topic includes instructions for installing the Siebel Web Client as a new installation or as a migration installation. For an existing installation, you perform a migration installation instead of a new installation.

The language that the installer displays is the one that corresponds to the current regional settings on the installation client computer.

This topic contains the following information:

Related Topics

About Installing the Siebel Web Client or Siebel Tools

Installing Siebel Web Clients and Siebel Tools in Unattended Mode

Installing and Using Oracle Database SE2 for the Local Database

Verifying Installation for the Siebel Web Client

Verifying Installation for Oracle Database SE2

Uninstalling Siebel Web Clients or Siebel Tools

Uninstalling Oracle Database XE

Requirements for Installing Siebel Web Clients

Related Books

Siebel Remote and Replication Manager Administration Guide

Installing the Siebel Web Client as a New Installation

Use the following procedure to install the Siebel Web Client as a new installation. Some of the information applies to only the Siebel Mobile Web Client or only the Siebel Developer Web Client.

Note: Use this procedure only when Siebel Web Client is not already installed. Where an earlier version of Siebel Web Client is already installed, you perform a migration installation instead, as described in Installing the Siebel Web Client as a Migration Installation.
Note: The Siebel Mobile Web Client installer for Siebel CRM 17.0 also installs Oracle Database XE, which is no longer supported and is replaced by Oracle Database SE2 as of Siebel CRM 20.8 Update. You can uninstall Oracle Database XE after installing Siebel CRM 20.8 Update or later. Do not install the sample database, which is no longer supported as of Siebel CRM 20.8 Update. For more information, see Installing and Using Oracle Database SE2 for the Local Database.

This topic is part of Installing the Siebel Web Client.

This task is a step in:

To install the Siebel Web Client as a new installation

  1. Review About Installing the Siebel Web Client or Siebel Tools. See also Installing and Using Oracle Database SE2 for the Local Database.

  2. Uninstall your existing sample database from a previous Siebel CRM release, where applicable.

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

  3. 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\Client\Siebel_Web_Client\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.

  4. To start the Siebel Web Client installer, double-click setup.bat.

    The Siebel Web Client installer displays the Welcome screen.

  5. Click Next.

    The Select Installation Task screen appears. The New Installation task is selected by default.

  6. To perform a new installation of Siebel Web Client software where no existing installation of a prior release of Siebel CRM is present, click Next.

    The New Installation Details screen appears.

  7. Enter a name for your installation and specify the installation location, and then click Next. (Note the installation name and location for future reference.) Note the following:

    • The default installation name (Oracle Home Name) is CLIENT_HOME. The value that you specify is used in the parent program folder name for the Siebel application client shortcuts. (A separate program folder is created for the Oracle Universal Installer software.) If you have an existing installation, then you must specify a new name for the new installation.

    • The default installation path (Oracle Home Location) for a new installation is C:\Siebel\Client or a similar value. Accept the default path or specify a different location 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.

    For a new installation, the Select Languages screen appears. All of the languages that were included in the Siebel network image for Siebel Web Client are available for selection.

  8. Select the languages that you want to install, and click Next. You must select at least one language in order to proceed.

    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 languages to install in order to run Siebel CRM using these languages. The files that are specific to the languages chosen in this step will be copied to your computer.

    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 Client Type screen appears.

  9. Specify the type of Siebel Web Client that you are installing: either Siebel Mobile Web Client or Siebel Developer Web Client. Do one of the following:

    • For Siebel Mobile Web Client, go to the next step.

    • For Siebel Developer Web Client, go to Step 11.

  10. (Siebel Mobile Web Client only) In the Remote Server Information screen, specify the name of the Siebel Server on which you are running the Siebel Remote Server components. Then click Next. Go to Step 19.

    The Siebel Remote Server components are required for initializing and synchronizing the local database on the Siebel Mobile Web Client computer.

  11. (Siebel Developer Web Client only) In the Database Server screen, select the type of database server that you are using for Siebel CRM. Choose one of the following, and click Next:

    • Oracle Database Server

    • IBM DB2 UDB for Windows and UNIX

    • Microsoft SQL Server

    • IBM DB2 UDB for z/OS

    Note: Depending on your selection, the Siebel Web Client installer validates that the correct database connectivity software has been installed. If it has not been installed, then you must exit the Siebel Web Client installer, install the required software, and then restart the Siebel Web Client installer.

  12. (Siebel Developer Web Client only) In the Database Identification screen, enter the following information, and click Next. Specify information for the database that you specified in Step 11:

    • For Oracle Database, specify the Database Alias and Table Owner.

    • For IBM DB2, specify the Database Alias and Table Owner.

    • For Microsoft SQL Server, specify the Database Server Host Name and Database Instance Name.

    • For IBM DB2 for z/OS, specify the Database Alias (as defined in DB2 Connect) and Table Owner or Schema Qualifier.

    Enter the data that you previously specified in the worksheet in Siebel Deployment Planning Worksheet.

  13. (Siebel Developer Web Client only) In the File System Server Information screen, specify the directory path for a network-based Siebel File System by typing it directly or by clicking Browse. Then click Next.

    Note: For the Siebel File System path, you can use a UNC share name (for example, \\SRV1\siebfile) or a mapped drive (for example, K:\siebelFS). For more information, see File and Directory Naming Conventions. See also Creating the Siebel File System.

  14. (Siebel Developer Web Client only) In the Remote Server Information screen, click Next to accept the default. (This screen is primarily for Siebel Mobile Web Client.)

  15. (Siebel Developer Web Client only) In the Enterprise Server Information screen, specify the address of the Siebel Gateway and the name of the Siebel Enterprise to which this Siebel Developer Web Client will connect for administration. Then click Next.

    The Gateway Address is the network name or the IP address of the computer on which the Siebel Gateway is installed. To enter a specific port number, append the Gateway Address string with a colon and the desired port number.

    The Enterprise Server name is the name of the Siebel Enterprise under which the Siebel Servers that support the server database were installed.

  16. (Siebel Developer Web Client only) In the Server Request Broker Information screen, specify the Request Server Name, and click Next.

    This value is the name of the Siebel Server on which the Server Request Broker component is operating. This component is used for dynamic assignment and other interactive operations.

  17. (Siebel Developer Web Client only) In the Search Server Information screen, if you will use a search server, then enter the following for the server computer where the search server operates. Then click Next.

    • Search Server Hostname. The default value is localhost.

    • Search Server Port Number. The default value is 2048.

    Note: For system requirements and other information about deploying a search server, see Siebel Search Administration Guide.

  18. (Siebel Mobile Web Client only) In the Sample DB Selection screen of the Siebel Web Client installer, do not specify that you want to install the sample database, which is no longer supported. You can optionally specify the path to the installed 32-bit Oracle Database Client. (In any case, also specify this path when you install Siebel CRM 20.8 Update or later.)

    For example, if the Oracle Database Client was installed at a location like C:\app\client\username\product\12.1.0\client_1, then you would specify that location during Siebel Mobile Web Client installation.

  19. In the Summary screen, review the information presented.

    This screen displays the location where the Siebel Web Client 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 the Siebel Web Client software, 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. 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 Web Clients and Siebel Tools in Unattended Mode.

    The Installation Progress screen appears. The Siebel Web Client software is installed into the directory that you specified in Step 7.

  20. 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.

  21. To close the installer, click Close.

    The Siebel Web Client installation is now finished. Siebel application shortcuts are created in the program folder. For more information about these shortcuts, see Siebel Web Client Shortcuts.

  22. After installing the Siebel Web Client software:

  23. Repeat this procedure on each computer where you are installing Siebel Web Client.

Installing the Siebel Web Client as a Migration Installation

Use the following procedure to install the Siebel Web Client as a migration installation. The information applies to both the Siebel Mobile Web Client and the Siebel Developer Web Client.

Note: Use this procedure only when Siebel Web Client for a prior release of Siebel CRM is already installed. Otherwise, you must follow the steps in Installing the Siebel Web Client as a New Installation instead.
Note: The Siebel Mobile Web Client installer for Siebel CRM 17.0 also installs Oracle Database XE, which is no longer supported and is replaced by Oracle Database SE2 as of Siebel CRM 20.8 Update. You can uninstall Oracle Database XE after installing Siebel CRM 20.8 Update or later. Do not install the sample database, which is no longer supported as of Siebel CRM 20.8 Update. For more information, see Installing and Using Oracle Database SE2 for the Local Database.

During a migration installation, the original Siebel Web Client installation directory is renamed from OriginalName to OriginalName_pre17.0. For example, if the original installation directory name (OriginalName) was Client_1, then this directory is renamed to Client_1_pre17.0. The new Siebel Web Client installation directory is named OriginalName, such as Client_1. Retain the original installation directory, in case you choose to perform a rollback uninstallation later. For more information, see Rolling Back the Siebel Web Client.

This topic is part of Installing the Siebel Web Client.

This task is a step in Roadmap for Installing Siebel CRM in a Migration Installation Case (Existing Installation of Siebel CRM 16.x or Earlier).

To install the Siebel Web Client as a migration installation

  1. Review About Installing the Siebel Web Client or Siebel Tools. See also Installing and Using Oracle Database SE2 for the Local Database.

  2. Perform any premigration tasks that might be necessary, as noted in Additional Tasks for Migration Installations.

  3. Exit any Siebel software on the client computer where you are installing the Siebel Web Client.

    Note: For a Siebel Mobile Web Client using the Siebel QuickStart feature, you must also exit the QuickStart agent if it is running. To do this, right-click the QuickStart icon in the system tray, and then choose Exit. Siebel QuickStart is no longer supported, as of Siebel CRM 16.0.

  4. Perform any additional premigration tasks that might be necessary. For example, you might need to upgrade the 32-bit Oracle Database Client version installed on your computer.

  5. In Windows Explorer, navigate to the Siebel image location for Siebel CRM 17.0, and then to the directory where the installer is located. Navigate to Siebel_Image \Windows\Client\Siebel_Web_Client\Disk1\install.

    In this path, Siebel_Image is the directory for your version-specific Siebel installation image, such as C:\Siebel_Install_Image\17.0.0.0.

  6. Before you run the installer to perform the migration installation of the Siebel Web Client, run the following command:

    module.exe -debug -silent -attachhome ORACLE_HOME_NAME=Oracle_Home_Name 
ORACLE_HOME=Oracle_Home

    For example, you might enter a command like this, depending on the Oracle home name and on the original installation directory:

    module.exe -debug -silent -attachhome ORACLE_HOME_NAME=CLIENT_HOME 
ORACLE_HOME=c:\Siebel\Client

  7. To start the Siebel Web Client installer, double-click setup.bat.

    The Siebel Web Client installer displays the Welcome screen.

  8. Click Next.

    The Select Installation Task screen appears.

  9. To perform a migration installation of Siebel Web Client where an existing prior release is present, choose Migration Installation, and click Next.

    The Installation Migration Details screen appears.

  10. Confirm or select the name and location of your existing installation, and then click Next. Do the following:

    • Confirm the existing installation name, or select it from the drop-down list.

    • Confirm the existing installation location, or select it from the drop-down list.

    For more information about installation path requirements, see File and Directory Naming Conventions.

  11. (Siebel Mobile Web Client only) In the Sample DB Selection screen of the Siebel Web Client installer, do not specify that you want to install the sample database, which is no longer supported. You can optionally specify the path to the installed 32-bit Oracle Database Client. (In any case, also specify this path when you install Siebel CRM 20.8 Update or later.)

    For example, if the Oracle Database Client was installed at a location like C:\app\client\username\product\12.1.0\client_1, then you would specify that location during Siebel Mobile Web Client installation.

  12. In the Summary screen, review the information presented.

    This screen displays the location where the Siebel Web Client 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 the Siebel Web Client software, 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. 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 Web Clients and Siebel Tools in Unattended Mode.

    The Installation Progress screen appears. The Siebel Web Client software is installed into the directory that you specified in Step 10.

  13. 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. This screen also shows the new location of the original installation, which the installer moved before it performed the new installation.

  14. Review the report that is generated about any conflicts between your customized files and the files that are delivered by the Siebel Web Client installer. As needed, copy any applicable customized files from the original installation to the new migrated installation.

    Conflicts are identified in the file overwrittenfiles_timestamp.log, which is created in the SIEBEL_CLIENT_ROOT\cfgtoollogs\oui directory (in the new Siebel Web Client installation).

  15. To close the installer, click Close.

    The Siebel Web Client installation is now finished. Siebel application shortcuts are created in the program folder. For more information about these shortcuts, see Siebel Web Client Shortcuts.

  16. After installing the Siebel Web Client software:

  17. Repeat this procedure on each computer with a Siebel Web Client installation to be migrated.

Installing Siebel Tools

This topic provides instructions for installing the Siebel Tools Client and specified Siebel language packs. Siebel Tools is an integrated environment used by developers for configuring Siebel CRM.

Note: This topic includes instructions for installing Siebel Tools as a new installation or as a migration installation. For an existing installation, you perform a migration installation instead of a new installation.

The language that the installer displays is the one that corresponds to the current regional settings on the installation client computer.

This topic contains the following information:

Related Topics

About Installing the Siebel Web Client or Siebel Tools

Installing Siebel Web Clients and Siebel Tools in Unattended Mode

About Workspaces in Siebel Tools and the Siebel Runtime Repository

Verifying Installation for Siebel Tools

Uninstalling Siebel Web Clients or Siebel Tools

Requirements for Installing Siebel Tools

Related Books

Using Siebel Tools

Configuring Siebel Business Applications

Configuring Siebel Open UI

Siebel Developer's Reference

Installing Siebel Tools as a New Installation

Use the following procedure to install Siebel Tools as a new installation for Siebel CRM 17.0.

Note: Use this procedure only when Siebel Tools is not already installed. Where an earlier version of Siebel Tools is already installed, you perform a migration installation instead, as described in Installing Siebel Tools as a Migration Installation.

This topic is part of Installing Siebel Tools.

This task is a step in:

To install Siebel Tools as a new installation

  1. Review About Installing the Siebel Web Client or Siebel Tools.

  2. 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\Client\Siebel_Tools\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.

  3. To start the Siebel Tools installer, double-click setup.bat.

    The Siebel Tools installer displays the Welcome screen.

  4. Click Next.

    The Select Installation Task screen appears. The New Installation task is selected by default.

  5. To perform a new installation of Siebel Tools software where no prior release of Siebel CRM is present, click Next. Also click Next if you are installing the local database into an existing installation of Siebel Tools.

    The New Installation Details screen appears.

  6. Enter a name for your installation and specify the installation location, and then click Next. (Note the installation name and location for future reference.) Note the following:

    • The default installation name (Oracle Home Name) is TOOLS_HOME. The value that you specify is used in the parent program folder name for the Siebel Tools client shortcut. (A separate program folder is created for the Oracle Universal Installer software.) If you have an existing installation, then you must specify a new name for the new installation.

    • The default installation path (Oracle Home Location) for a new installation is C:\Siebel\Tools or a similar value. Accept the default path or specify a different location 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.

    If you specified an existing installation of Siebel Tools for the current release in this screen, then the installer gives you the option of installing the local database into your existing installation. Go to Step 13. Otherwise, go to the next step.

    For a new installation, the Select Languages screen appears. All of the languages that were included in the Siebel network image for Siebel Tools are available for selection.

  7. Select the languages that you want to install, and click Next. You must select at least one language in order to proceed.

    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 languages to install in order to run applications using these languages. The files that are specific to the languages chosen in this step will be copied to your computer.

    Note: You must install Siebel Tools with the U.S. English (ENU) language pack. You can also install other Siebel language packs.
    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.

  8. In the Database Server screen, select the type of database server that you are using for Siebel CRM. Choose one of the following, and click Next:

    • Oracle Database Server

    • IBM DB2 UDB for Windows and UNIX

    • Microsoft SQL Server

    • IBM DB2 UDB for z/OS

  9. In the Database Identification screen, enter the following information, and click Next. Specify information for the database that you specified in Step 8:

    • For Oracle Database, specify the Database Alias and Table Owner.

    • For IBM DB2, specify the Database Alias and Table Owner.

    • For Microsoft SQL Server, specify the Database Server Host Name and Database Instance Name.

    • For IBM DB2 for z/OS, specify the Database Alias (as defined in DB2 Connect) and Table Owner or Schema Qualifier.

    Enter data that you previously specified in the worksheet in Siebel Deployment Planning Worksheet.

  10. In the File System Server Information screen, specify the directory path for a network-based Siebel File System by typing it directly or by clicking Browse. Then click Next.

    Note: For the Siebel File System path, you can use a UNC share name (for example, \\SRV1\siebfile) or a mapped drive (for example, K:\siebelFS). For more information, see File and Directory Naming Conventions. See also Creating the Siebel File System.

  11. In the Remote Server Information screen, specify the name of the Siebel Server on which you are running the Siebel Remote Server components. Then click Next.

  12. In the Enterprise Server Information screen, specify the address of the Siebel Gateway and the name of the Siebel Enterprise to which Siebel Tools will connect for administration. Then click Next.

    The Gateway Address is the network name or the IP address of the computer on which the Siebel Gateway is installed. To enter a specific port number, append the Gateway Address string with a colon and the desired port number.

    The Enterprise Server is the name of the Siebel Enterprise under which the Siebel Servers that support the server database were installed.

  13. In the Summary screen, review the information presented.

    This screen displays the location where Siebel Tools 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 the Siebel Tools software, 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. 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 Web Clients and Siebel Tools in Unattended Mode.

    The Installation Progress screen appears. The Siebel Tools software is installed into the directory that you specified in Step 6.

  14. 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.

  15. To close the installer, click Close.

    Siebel Tools installation is now finished. The Siebel Tools shortcut was created in the program folder.

  16. After installing the Siebel Tools software:

  17. Repeat this procedure on each computer where you are installing Siebel Tools.

Installing Siebel Tools as a Migration Installation

Use the following procedure to install Siebel Tools as a migration installation.

Note: Use this procedure only when Siebel Tools for a prior release of Siebel CRM is already installed. Otherwise, you must follow the steps in Installing Siebel Tools as a New Installation instead.

During a migration installation, the original Siebel Tools installation directory is renamed from OriginalName to OriginalName_pre17.0. For example, if the original installation directory name (OriginalName) was Tools_1, then this directory is renamed to Tools_1_pre17.0. The new Siebel Tools installation directory is named OriginalName, such as Tools_1. Retain the original installation directory, in case you choose to perform a rollback uninstallation later. For more information, see Rolling Back Siebel Tools.

This topic is part of Installing Siebel Tools.

This task is a step in Roadmap for Installing Siebel CRM in a Migration Installation Case (Existing Installation of Siebel CRM 16.x or Earlier).

To install Siebel Tools as a migration installation

  1. Review About Installing the Siebel Web Client or Siebel Tools.

  2. Perform any premigration tasks that might be necessary, as noted in Additional Tasks for Migration Installations.

  3. Exit any Siebel software on the developer client computer where you are installing Siebel Tools.

  4. Perform any additional premigration tasks that might be necessary. For example, you might need to upgrade the 32-bit Oracle Database Client version installed on your computer.

  5. In Windows Explorer, navigate to the Siebel image location for Siebel CRM 17.0, and then to the directory where the installer is located. Navigate to Siebel_Image\Windows\Client\Siebel_Tools\Disk1\install.

    In this path, Siebel_Image is the directory for your version-specific Siebel installation image, such as C:\Siebel_Install_Image\17.0.0.0.

  6. Before you run the installer to perform the migration installation of Siebel Tools, run the following command:

    module.exe -debug -silent -attachhome ORACLE_HOME_NAME=Oracle_Home_Name 
ORACLE_HOME=Oracle_Home

    For example, you might enter a command like this, depending on the Oracle home name and on the original installation directory:

    module.exe -debug -silent -attachhome ORACLE_HOME_NAME=TOOLS_HOME 
ORACLE_HOME=c:\Siebel\Tools

  7. To start the Siebel Tools installer, double-click setup.bat.

    The Siebel Tools installer displays the Welcome screen.

  8. Click Next.

    The Select Installation Task screen appears.

  9. To perform a migration installation of Siebel Tools where an existing prior release is present, choose Migration Installation, and click Next.

    The Installation Migration Details screen appears.

  10. Confirm or select the name and location of your existing installation, and then click Next. Do the following:

    • Confirm the existing installation name, or select it from the drop-down list.

    • Confirm the existing installation location, or select it from the drop-down list.

    For more information about Oracle home and installation path requirements, see File and Directory Naming Conventions.

  11. In the Summary screen, review the information presented.

    This screen displays the location where Siebel Tools 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 the Siebel Tools software, 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. 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 Web Clients and Siebel Tools in Unattended Mode.

    The Installation Progress screen appears. The Siebel Tools software is installed into the directory that you specified in Step 10.

  12. 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. This screen also shows the location of the original installation, which the installer moved before it performed the new installation.

  13. Review the report that is generated about any conflicts between your customized files and the files that are delivered by the Siebel Tools installer. As needed, copy any applicable customized files from the original installation to the new migrated installation.

    Conflicts are identified in the file overwrittenfiles_timestamp.log, which is created in the SIEBEL_TOOLS_ROOT\cfgtoollogs\oui directory (in the new Siebel Tools installation).

  14. To close the installer, click Close.

    The Siebel Tools installation is now finished. The Siebel Tools shortcut was created in the program folder.

  15. After installing the Siebel Tools software:

  16. Repeat this procedure on each computer with a Siebel Tools installation to be migrated.

Installing and Using Oracle Database SE2 for the Local Database

As of Siebel CRM 20.8 Update, Oracle Database SE2 is provided as the database platform for the local database for Siebel Mobile Web Client. The client installer for Siebel CRM 20.x Update installs Oracle Database SE2 software for Siebel Web Client (Siebel Mobile Web Client only). Oracle Database XE is no longer supported, and the sample database is no longer provided.

After installation, the local database on each remote client is initialized through the Siebel Remote server. This local database is also called the remote database.

Requirements for Installing and Using Oracle Database SE2

For platform requirements for installing and using Siebel Web Clients, see the Certifications tab on My Oracle Support. See also Requirements for Installing Siebel Web Clients. See also the documentation for Oracle Database Standard Edition 2 (Oracle Database SE2) on Oracle Help Center. Oracle Database SE2 applies for Siebel CRM 20.8 Update or later, replacing Oracle Database XE.

  • Generate and extract a new local database. After installing Siebel CRM 20.8 Update or later for the Siebel CRM server modules, you must run the Generate New Database (GenNewDb) and Database Extract (DbXtract) server components to generate and extract a new local database for your remote users. This database uses Oracle Database SE2. For more information, see Siebel Remote and Replication Manager Administration Guide.

  • Download Oracle Database SE2. To be able to install Oracle Database SE2 on client computers, you must download the associated ZIP file from Oracle and specify the file's location when you install Siebel Web Client (Mobile Web Client) for the Siebel CRM 20.x Update release. The ZIP file, named WINDOWS.X64_193000_db_home.zip, is not distributed directly with Siebel CRM releases. Customers who have licensed Siebel Remote functionality for Siebel CRM must file a service request (SR) with Oracle Global Customer Support, which will provide download instructions and access.

    After downloading this file, place it where it can be accessed by the Siebel Web Client installer for the Siebel CRM 20.x Update release when you are updating a Mobile Web Client installation. In the installer, you specify the location of this file in the field named Oracle SE Image Location.

    Obtaining this ZIP file and installing Oracle Database SE2 is a one-time operation. When you install subsequent Siebel CRM 20.x Update releases, and Oracle Database SE2 at the same version is already installed, then it will not be reinstalled. However, updated versions of Oracle Database SE2 might become available in the future and be required for use with Siebel CRM. For the version of Oracle Database SE2 that is installed and used with Siebel Web Client, see the Certifications tab on My Oracle Support.

    As of Siebel CRM 20.8 Update, Oracle Database SE2 must be installed when you update the Siebel Mobile Web Clients, if it was not installed in a previous update. It is not supported to use an existing installation of Oracle Database SE2 outside of the Siebel installation.

  • Oracle Database Client requirement. For your users to be able to use Oracle Database SE2 on the client computer, the 32-bit Oracle Database Client must be installed. The Siebel Web Client installer for the Siebel CRM 20.x Update release prompts for the installed location of this database client. This client must have been installed at the location you specified in order for the remote user to be able to initialize and access the local database. In the installer, you specify the location of this installed product in the field named Oracle Client Path.

    For example, if the Oracle Database Client was installed at a location like C:\oracle12CR2\product\product\12.2.0\client_1, then you would specify that location when you install the Siebel Web Client for Siebel CRM 20.8 Update or later.

  • Administrator privileges required. Installing Oracle Database SE2 with Siebel Web Client requires administrator privileges on the computer on which you are installing.

  • Memory requirement. Oracle Database SE2 requires at least 2 GB of RAM on the computer on which you are installing.

  • Postinstallation configuration required. After installing Oracle Database SE2 for Siebel Web Client, you must perform the following configuration task:

    1. Navigate to SIEBEL_CLIENT_ROOT\oui\bin.

    2. Open the file UpdateCFG.bat, using an editor like Notepad.

    3. Modify the file to indicate the configuration file for the particular application you are running, such as uagent.cfg for Siebel Call Center. For example, you might update UpdateCFG.bat as follows to specify the uagent.cfg file:

      c:\Siebel\Client\jre\bin\java.exe -jar c:\Siebel\Client\oui\jlib\UpdateCFG.jar c:\Siebel\Client\BIN\enu\uagent.cfg false

    4. Run UpdateCFG.bat.

    5. Repeat steps 3 and 4, as needed, for all applications your users will run in this Siebel Mobile Web Client.

  • Configure automated deployment. You can optionally configure automated deployment for the Siebel Web Client with Oracle Database SE2, using third-party deployment tools. Your automated deployment, for example, would:

    • Log in to the client computer as a user with administrator privileges.

    • Install the Siebel Web Client along with the ZIP file for Oracle Database SE2, with responses needed for the installation. See also Installing Siebel Web Clients and Siebel Tools in Unattended Mode.

    • Update the configuration files as a postinstallation step (run UpdateCFG.bat).

    • Do cleanup such as deleting old files, as needed.

  • Installation logging. For Oracle Database SE2 installation logging details, see the log files for the Siebel Web Client installation. For more information, see Verifying Installation for the Siebel Web Client.

  • Verify installation. After installing Oracle Database SE2 with the Mobile Web Client, verify your installation, as described in Verifying Installation for the Siebel Web Client and Verifying Installation for Oracle Database SE2.

About the Data Source for the Local Database

When you install Siebel Mobile Web Client for Siebel CRM 20.8 or later, the LOCAL_SE data source is created, which you use for connections to a local database. The corresponding section of the Siebel application configuration file is [LOCAL_SE].

After the local database has been extracted for the user on the Siebel Remote server, then you initialize this database by logging in using the LOCAL_SE data source, as described in Siebel Remote and Replication Manager Administration Guide.

About Migration Installations

Before any migration installation tasks are performed, local database users must synchronize any changes that must be preserved. Oracle Database SE2 must then be installed with Siebel CRM 20.8 or later, and a new local database must be initialized after it has been extracted by Siebel Remote administrators, as with a new installation. A new data source is also created.

About the Local Database for Siebel Mobile Web Client

For information about initializing the local database for Siebel Mobile Web Client through Siebel Remote, see Siebel Remote and Replication Manager Administration Guide. The data in each local database is a subset of the server database, as determined by each user’s visibility rules.

The user connects to the LOCAL_SE data source to initialize the local database. When logging in to a local database for the first time, the user is automatically prompted to connect to the Siebel Server and download the local database. Users must attempt this only after a local database has been extracted for them by the system administrator.

About the Sample Database for Prior Versions of Siebel Mobile Web Client

As of Siebel CRM 20.8 Update, Oracle Database SE2 is used for the local database. Oracle Database XE and the sample database are no longer provided or supported for use with the Siebel Mobile Web Client.

To continue to use the sample database, you must install a Siebel Mobile Web Client for Siebel CRM 20.7 Update or earlier and install the sample database with Oracle Database XE. Do not update this client to any later Siebel CRM 20.x Update release. For details, see the version of the Siebel Installation Guide for the operating system you are using for Siebel CRM 20.7 Update or earlier. To install the sample database for Siebel Mobile Web Client in a new or migration installation, see the topic "Installing the Siebel Web Client" and refer to any other relevant information about the sample database or Oracle Database XE. Connect to the SAMPLE_XE data source to log in to this sample database.

Where the sample database has been installed on the local computer at Siebel CRM 20.7 Update or earlier, you can log in and connect to the sample database, using predefined demonstration (demo) users. For example, CCHENG is a demo user for Siebel Call Center. Many other demo users are available in the sample database that illustrate a particular Siebel application as it would appear for a user with certain predefined responsibilities. For more information about these users, see Siebel Demo Users Reference on the Siebel Bookshelf for Siebel CRM 20.7 Update.

Shortcuts for all demo applications for demo users use the sample database. You can also create demo application shortcuts that specify the sample database and user and password information. For this example, you might define a shortcut like Siebel Call Center Demo - ENU as shown in the following:

"C:\Siebel\Client\BIN\siebel.exe" /c CFG_FILE_PATH\uagent.cfg /d sample /u CCHENG /p CCHENG

Note that the demo application shortcuts specify predefined demo users using /u and /p options.

About Uninstalling Oracle Database XE

When you install Siebel CRM 20.8 Update or later, Oracle Database XE is shut down automatically and can no longer be used with Siebel CRM. After installation, you can uninstall Oracle Database XE. For information about uninstalling Oracle Database XE, see Uninstalling Oracle Database XE. See also About Uninstalling Earlier Versions of Siebel CRM.

Oracle Database XE and the local or sample database are not uninstalled when you uninstall the Siebel Web Client software, in either a full uninstallation or a rollback uninstallation.

Note: For Siebel CRM 20.8 Update or later, performing a rollback or full uninstallation of Siebel Mobile Web Client does not uninstall Oracle Database SE2. If you uninstall Siebel Mobile Web Client and also want to uninstall Oracle Database SE2, see the documentation for this product on Oracle Help Center.

Installing Siebel Web Clients and Siebel Tools in Unattended Mode

The installer programs for Siebel Mobile or Developer Web Client and Siebel Tools support an optional unattended installation, which is an installation that has been preconfigured to require no user input when the installation program runs. You can save a response file in a regular installer session. Then you can run the installer at the command line with certain flags appended to the installer command to execute the response file. Together, these tasks constitute installing in unattended mode.

You can perform unattended installations for better performance when installing software on multiple client computers. Or, you might perform unattended installations if user input during an installation is not allowed in your environment, as might be the case in some secure environments. An unattended installation prepackages all of the required parameters so that you only have to execute a command to perform the installation.

You can use unattended mode to perform a new installation or migration installation, or to add languages to an existing installation of the same version. To add languages, you must use this method.

Caution: Unattended installations provide no direct feedback or error notification. Therefore, you must test your settings in a development environment before system-wide deployment in a production environment. It is strongly recommended that you become thoroughly familiar with GUI installation for any Siebel CRM modules for which you intend to perform unattended installation.

This topic contains the following information:

Related Topics

Installing and Deploying Additional Languages

Installing the Siebel Web Client

Installing Siebel Tools

Installing and Using Oracle Database SE2 for the Local Database

Verifying Installation for the Siebel Web Client

Verifying Installation for Siebel Tools

Requirements for Installing Siebel Web Clients

Requirements for Installing Siebel Tools

Guidelines for Installing Siebel Web Clients and Siebel Tools in Unattended Mode

Review the following guidelines for installing Siebel Web Clients and Siebel Tools in unattended mode:

To install Siebel Web Client or Siebel Tools and the specified Siebel language packs using unattended mode, perform the following tasks:

Saving an Installation Response File

Perform the following steps to save an installation response file to be used in an unattended installation of Siebel Web Client or Siebel Tools.

Note: If you are adding languages to an existing installation of the same version, then do not use this procedure. Instead, follow the procedure in Editing an Oracle-Provided Installation Response File.

To save an installation response file

  1. Navigate to the Siebel image location where the installer is located.

  2. Start the installer for Siebel Web Client or Siebel Tools.

    For information about starting these installers, see Installing the Siebel Web Client and Installing Siebel Tools.

  3. Provide input to the installer wizard, as in a normal GUI installation.

  4. In the Summary screen, click Save Response File.

  5. Specify the location of the response file, for example, C:\temp\clientinstall.rsp, and save the file.

    A response file is generated that includes data that is derived from the input that you made during the installer session.

  6. After the response file is saved, click Cancel.

    The installer session ends.

    In addition to saving the response file at the location that you specified at the command line, the installer creates the Siebel installation directory at the location that you specified in the installer session (for example, C:\temp\clientinstall.rsp). Although the Siebel CRM module is not installed (because you clicked Cancel), this directory contains a subdirectory called inventory, which includes information about the product inventory.

    See Performing an Installation in Unattended Mode for information about performing a Siebel Web Client or Siebel Tools installation in unattended mode, using the response file that you just generated.

Editing an Oracle-Provided Installation Response File

If you are adding languages to an existing Siebel Web Client or Siebel Tools installation, then you must edit an Oracle-provided installation response file instead of saving a response file from the installer. For detailed information about the task of adding languages, see Installing and Deploying Additional Languages.

Performing an Installation in Unattended Mode

Perform the following steps to perform an unattended installation of Siebel Web Client or Siebel Tools.

First, you must save an installation response file as described in Saving an Installation Response File or prepare an installation response file for adding languages as described in Editing an Oracle-Provided Installation Response File.

Then you run the installer command as shown in the following procedure. For detailed information about the task of adding languages, see Installing and Deploying Additional Languages.

To perform an installation in unattended mode

  1. (For add language operations only) Uninstall the Siebel CRM 20.x Update or earlier release if you have installed it on top of Siebel CRM 17.0, for each installed Siebel CRM module for which you are adding languages.

  2. Navigate to the Siebel image location where the installer is located.

  3. Place the response file that you previously generated or edited into the correct Siebel image directory for the Siebel CRM module (where the installer program is located), so that the file can be read when you run the installer.

    Note: Always back up any existing valid response file before editing it or replacing it with a newly generated file or an edited version of the file.

  4. Open a DOS command window.

  5. Run a command like the following to run the Siebel Web Client or Siebel Tools installer in unattended mode:

    setup.bat -silent -responseFile path_to_installation_response_file

    where path_to_installation_response_file is the full path and name of a response file to be executed (for example, C:\temp\clientinstall.rsp).

    This command runs the installer in unattended mode and specifies the location of the response file to be executed. No installer screens are displayed, and no further user input is prompted for after the installer starts. The installation result depends on the content of the specified response file.

  6. Validate the installation after it has completed.

    For more information, see Verifying Installation for the Siebel Web Client and Verifying Installation for Siebel Tools. See also Verifying Installation for Oracle Database SE2.

  7. (For add language operations only) Install or reinstall the latest Siebel CRM 20.x Update release. Then validate the installation again.

About Workspaces in Siebel Tools and the Siebel Runtime Repository

Workspaces in Siebel Tools and Siebel Web Tools provide a developer user with a sandbox in which to make and test changes to repository data. This feature allows multiple developers to work against the same repository objects in the Siebel database. The feature makes sure that a developer’s work is isolated from that of other developers making changes to either the same objects or other objects of the application. Repository updates made in the developer’s environment can be published and tested without affecting other developers, until all updates are coordinated and published and delivered to the runtime repository for all Siebel Servers and Siebel Mobile Web Clients in test and production environments. For more information, see Using Siebel Tools.

As of Siebel CRM 17.0, the Siebel Repository File (SRF) is no longer applicable, and is replaced by the Siebel runtime repository in the Siebel database. As of Siebel CRM 20.3 Update, the seamless repository framework also supports nonextensible object files and a hybrid repository type.

Note: Siebel Tools and Siebel Web Tools always use the standard Siebel Repository provided for the current release. You can optionally configure Siebel Application Object Managers and Siebel Mobile Web Client to use the same standard Siebel Repository for troubleshooting purposes. To do so, set the EnableSafeboot parameter to True for Siebel Application Object Managers and Siebel Mobile Web Clients. For Siebel Mobile Web Clients, you set this parameter in the [InfraObjMgr] section of the application configuration file, such as uagent.cfg for Siebel Call Center.

Related Topics

Installing Siebel Tools

About Database Updates for Siebel CRM 20.x Update

Related Books

Configuring Siebel Business Applications

Using Siebel Tools

Installing Desktop Integration Siebel Agent on Client Computers

This topic provides information about installing software on user computers that enables users to use certain features in Siebel applications that formerly were based on Java applets. This software is called Desktop Integration Siebel Agent, which is sometimes called DISA.

Customers can install and deploy Desktop Integration Siebel Agent on user computers for use with employee applications such as Siebel Call Center. Desktop Integration Siebel Agent supports inline editing of attachments, CTI hoteling, Send Email (F9) integration with Microsoft Outlook, and batch fulfillment printing.

For more information about installing and deploying Desktop Integration Siebel Agent, see Desktop Integration Siebel Agent Guide. See also 2107511.1 (Article ID) on My Oracle Support. For information about hoteling, see Siebel CTI Administration Guide. For more information about using Desktop Integration Siebel Agent for the Send Email (F9) integration with Microsoft Outlook, see 2117013.1 (Article ID) on My Oracle Support.

Note: Future Siebel releases might include an updated version of Desktop Integration Siebel Agent, which might support additional features. If a new version is distributed in a Siebel CRM release, then the new version will be described in Desktop Integration Siebel Agent Guide.

Related Books

Desktop Integration Siebel Agent Guide

Siebel CTI Administration Guide

2117011.1 (Article ID) on My Oracle Support (about DISA)

2117013.1 (Article ID) on My Oracle Support (about Send Email integration with DISA)

Siebel CRM Update Guide and Release Notes on My Oracle Support

Installing Outlook to Siebel Drag and Drop on Client Computers

This topic provides information about installing an addin for Microsoft Outlook on user computers that enables users to drag and drop email messages or email attachments into Siebel applications.

Customers can install the addin Outlook to Siebel Drag and Drop on user computers for use with employee applications. Installing this software enables a user to drag one or more email messages or email attachments from a Microsoft Outlook client and drop it onto a Siebel attachment applet. Each item is saved in an attachment record in the Siebel File System. You can then open this attachment like any other similar type of attachment that you have added to Siebel applications. Outlook to Siebel Drag and Drop is sometimes abbreviated as SODD.

For more information about installing and deploying Outlook to Siebel Drag and Drop, see Desktop Integration Siebel Agent Guide. See also 2117212.1 (Article ID) on My Oracle Support.

Note: Future Siebel releases might include an updated version of the Outlook to Siebel Drag and Drop addin. If a new version of the addin is distributed in a Siebel CRM release, then the new version will be described in Desktop Integration Siebel Agent Guide.

Outlook to Siebel Drag and Drop supports the following use cases:

  • Drag one email message from the Microsoft Outlook client and drop it into the Siebel CRM application. The email message is saved in a single attachment record. Or drag multiple email messages, which are saved in multiple attachment records.

  • Drag one email attachment from the Microsoft Outlook client and drop it into the Siebel CRM application. The email attachment is saved in a single attachment record. Or drag multiple email attachments, which are saved in multiple attachment records.

Related Books

Desktop Integration Siebel Agent Guide

Siebel Fundamentals Guide

2117212.1 (Article ID) on My Oracle Support (about Outlook to Siebel Drag and Drop)

Siebel CRM Update Guide and Release Notes on My Oracle Support

Siebel Client Deployment Requirements When Using Firewalls or Proxy Servers

This topic describes Siebel client deployment requirements that apply when you use firewalls or proxy servers, such as reverse proxy servers. This topic applies to all Siebel applications that are deployed inside the firewall or using a proxy server.

Deploying Siebel Applications Accessed Through a Firewall

When deploying Siebel applications that are accessed through a firewall, if you are planning to enable compression for traffic between the Siebel Application Interface and the Web browser, then your firewall must support the HTTP 1.1 protocol.

If your firewall does not support HTTP 1.1, then do not set HTTP 1.1-Compliant Firewall / Enable Web Compression to False for the Siebel Application Interface. In addition, disable HTTP 1.1 for proxy connections on each client computer. Follow instructions for your browser for this purpose. For example, for Microsoft Internet Explorer, you uncheck the option Use HTTP 1.1 Through Proxy Connections.

Note: For more information about deploying Siebel CRM with firewalls, and about compression settings for Siebel Application Interface, see Configuring the Siebel Application Interface. See also Siebel Security Guide and Siebel System Administration Guide.

Bypassing the Proxy Server for Local Addresses

If your LAN uses a proxy server, then adjust your browser settings to bypass the proxy server for local (internal) addresses. This setting provides better performance for Siebel employee applications deployed on the LAN, and is required for the Siebel Mobile Web Client.

Follow instructions for your browser for this purpose. For example, for Microsoft Internet Explorer, you check the options Use a Proxy Server for Your LAN and Bypass Proxy Server for Local Addresses. For Siebel Web Clients, you also specify the proxy server address and port number.

Note: For customer applications, this setting does not apply. The proxy server setting applies only on a LAN.

Configuring Siebel CRM for Pop-Up Blocker Compatibility

Pop-up blocking software can sometimes cause Siebel applications not to work, because such software might block required Siebel application functionality. Such blocking software typically blocks processes or pop-up windows that originate from particular computer host names or domain names.

Siebel applications that you run on a LAN (Siebel Web Client) or that run on local client computers (Siebel Mobile Web Client) might be affected by pop-up blockers. Configuring the Siebel application to use a fully qualified domain name (FQDN), as described in this topic, might prevent such problems and allow you to use pop-up blockers safely. See also Configuring the Siebel Application Interface. It is strongly recommended to use the fully qualified domain name feature.

For example, the URL http://ebiz.example.com uses FQDN, while http://ebiz does not.

Note: If you have configured FQDN for your Siebel applications, and if conflicts with pop-up blockers persist, then it might be necessary to uninstall the pop-up blocking software or any applications in which such functionality is built in.

Parameters to configure fully qualified domain names are located in multiple places. How you set these parameters depends on the Siebel client that you are using. Specified host names or domain names must meet all of the applicable requirements, for example, underscores cannot be used.

  • Siebel Web Client. To use FQDN for this client type, set Configure Fully Qualified Domain Name to True when you configure the Siebel Application Interface instance, and set Fully Qualified Domain Name to the fully qualified domain name. For more information, see Configuring the Siebel Application Interface.

    For example, you might set the fully qualified domain name to corp.example.com or server1.corp.example.com.

  • Siebel Mobile Web Client. To use FQDN for this client type, configure the following parameters in the Siebel application configuration file, such as uagent.cfg for Siebel Call Center, on each local client computer.

    [Siebel]
EnableFQDN = True

    EnableFQDN is set to True by default for the Siebel Mobile Web Client.

    If you do not also specify the FQDN parameter, then the URL is constructed automatically. For example, the FQDN for CCHENG might be constructed as ccheng.corp.example.com. Optionally, you can explicitly provide similar information, by using the FQDN parameter, as follows:

    FQDN = hostname.primaryDNS.domainsuffix

    where:

    • hostname is the name of the local client computer

    • primaryDNS is the primary part of the domain name (such as example)

    • domainsuffix is the domain type (such as com)

    For example, you might set FQDN to ccheng.corp.example.com.

    Caution: When you explicitly configure an FQDN for use with the Siebel Mobile Web Client, you must specify the local computer name. The localhost string from the default Siebel Mobile Web Client URL (which is used when EnableFQDN is False) cannot be used as an element in an FQDN. The localhost string is only functional when used by itself, with no additional qualifying elements.

Logging in to Your Siebel Application

This topic provides basic instructions for logging in to your Siebel application using one of the Siebel Web Client types. It contains the following information:

Before Logging in to Your Siebel Application

This topic contains information that you must know before you log in to your Siebel application.

This topic is part of Logging in to Your Siebel Application.

Review the following issues:

  • User rights to read and write in Siebel Web Client installation directories are required for running the Siebel Mobile Web Client or Developer Web Client. For information about setting user rights, consult the operating system manuals for the version of Microsoft Windows on which the application is installed.

  • After the Siebel database has been installed, as described in Installing the Siebel Database on the RDBMS and the server modules have been configured and you activate the license keys, users can access the Siebel CRM applications. For information about activating the license keys in the Siebel database, see Activating License Keys.

  • The user name and password used to log in to Siebel applications must be those of an employee with a valid position and division defined in the Siebel database.

    You must log in to Siebel applications (using the Server database option in the login screen) as the Siebel administrator before anyone else can log in. Log in using the SADMIN user name or using other credentials as defined by your database administrator. Then you or other administrators can set up more users as employees with defined positions and responsibilities and other settings suitable for your access control policies. For more information about setting up employees, see Siebel Security Guide.

  • For the Siebel Developer Web Client, you must edit the application configuration file, such as uagent.cfg for Siebel Call Center, as follows:

    • In the [Siebel] section of the file, add the parameter ServerDbODBCDataSource, and set it to the ODBC data source that you are using for the server database.

    • In the [ServerDataSrc] section of the file, set the parameter ConnectString to the necessary value. For Oracle Database, set it to the alias defined in the tnsnames.ora file.

  • Tabbed browsing is supported with Siebel applications for one active session. Multiple Web pages can be opened using tabbed browsing, but only one tab can have a live connection to a Siebel application at a given time.

Logging in Using the Siebel Developer Web Client

You can use the Siebel Developer Web Client to log in to the Siebel application.

This topic is part of Logging in to Your Siebel Application.

To log in to your Siebel application using the Siebel Developer Web Client

  1. Double-click one of the Siebel shortcuts in the program folder, such as Siebel Call Center for the language you are using.

  2. Log in using a valid user ID and password.

  3. Specify the Server database, and click OK.

Logging in Using the Siebel Mobile Web Client

You can use the Siebel Mobile Web Client to log in to the Siebel application.

This topic is part of Logging in to Your Siebel Application.

To log in to your Siebel application using the Siebel Mobile Web Client

  1. Double-click one of the Siebel shortcuts in the program folder, such as Siebel Call Center for the language you are using.

  2. Log in using a valid user ID and password.

  3. Specify the Local database, and click OK.

    Note: When logging in to a local database for the first time, users are automatically prompted to connect to the Siebel Server and download the local database. Users must attempt this only after a local database has been extracted for them by the system administrator. For more information, see Installing and Using Oracle Database SE2 for the Local Database.

    For more information about Siebel Remote and extracting local databases, see Siebel Remote and Replication Manager Administration Guide.

Logging in Using the Siebel Web Client

You can use the Siebel Web Client to log in to the Siebel application. (In this context, Siebel Web Client refers to the client type that is not installed locally, except for the browser itself.)

This topic is part of Logging in to Your Siebel Application.

To log in to your Siebel application using the Siebel Web Client

  1. Open your Web browser.

  2. Go to the URL for your Siebel application.

  3. Log in using a valid user ID and password.

    The Siebel application that you are connecting to is already configured to work with a specific database. When using this client type, you do not specify a database to connect to.

Siebel Web Client Shortcuts and Startup Options

This topic provides information about the shortcuts installed in the Siebel program folder when you install the Siebel Web Client, and about command-line options used in these shortcuts. This topic contains the following information:

Siebel Web Client Shortcuts

The Siebel Web Client installer creates shortcuts in the Siebel program folder for the modules that you have installed. Separate shortcuts are installed for each installed language. Which shortcuts are installed depends on your installation choices and is also subject to the settings in the siebel.ini file at the time of installation. Most of the shortcuts are installed in the program group (program folder); some are installed in the startup group.

You can create shortcuts for any valid Siebel application for which no shortcut is created by the installer. For information about customizing the shortcuts or creating new ones, see Siebel Web Client Startup Options and Creating Custom Siebel Application Shortcuts.

Siebel application shortcuts are created by the Siebel Web Client installer. When you run a shortcut to start a Siebel application, you can connect to the Siebel database (for LAN-connected users of the Siebel Developer Web Client), or to an initialized local database on the local computer (for Mobile Web Client). Each application shortcut loads the Siebel configuration file for that application; for example, Siebel Call Center uses the file uagent.cfg.

This topic is part of Siebel Web Client Shortcuts and Startup Options.

Utility and Synchronization Program Shortcuts

The following are some of the additional shortcuts created in the Siebel Web Client program folder. These shortcuts run utilities or synchronization programs.

  • Siebel Remote. Starts the Siebel Remote stand-alone synchronization program (siebsync.exe).

  • Siebel TrickleSync. Starts the Siebel TrickleSync program (autosync.exe). This shortcut is created in both the program group and the startup group.

This topic is part of Siebel Web Client Shortcuts and Startup Options.

Related Book

Siebel Remote and Replication Manager Administration Guide

Siebel Web Client Startup Options

The application shortcuts described in Siebel Web Client Shortcuts run an executable program called siebel.exe, followed by various startup options. For example, the shortcut for Siebel Call Center - ENU might be defined as shown in the following example (depending on your installation location). For this example, the only option used is /c, to specify the configuration file. 

"C:\Siebel\Client\BIN\siebel.exe" /c CFG_FILE_PATH\uagent.cfg

In the preceding examples, CFG_FILE_PATH represents the full path to the configuration file. This file is located in BIN\LANGUAGE in the SIEBEL_CLIENT_ROOT directory. In this path, LANGUAGE is a language code, such as ENU for U.S. English.

For example, the target definition for the Siebel Call Center - ENU shortcut might resemble the following example:

"C:\Siebel\Client\BIN\siebel.exe" /c "C:\Siebel\Client\bin\ENU\uagent.cfg"

The siebel.exe program can also be run from a DOS command window. In this case, the startup options would be entered directly on the command line. For information about creating custom shortcuts, see Creating Custom Siebel Application Shortcuts.

This topic is part of Siebel Web Client Shortcuts and Startup Options.

The available startup options are described in the following table.

Table Siebel Web Client Startup Options

Startup Option Description

/c config_file

Required. Specifies the path and file name for the configuration file to use, such as siebel.cfg for Siebel Sales or uagent.cfg for Siebel Call Center.

/d data_source

Specifies the data source to connect to, as defined in the configuration file:

  • If you do not use /u and /p to specify a valid Siebel user and do not use /d to specify a valid data source, then you can specify the data source from the login screen.

  • If you use /u and /p but do not use /d, then the local database is assumed.

/l language

Specifies the three-letter code for the language to use for this Siebel Web Client session, such as ENU for U.S. English. The applicable Siebel language pack must have been installed for the Siebel Web Client.

If you do not use /l to specify a valid language, then the language is obtained from the configuration file.

/u username

Specifies the user name.

If you do not use /u and /p to specify a valid Siebel user, then you must log in from a login screen.

Caution: Consider the security issues when using /u and /p options (in particular /p) to access a live, production system. These values are not encrypted.

/p password

Specifies the password for the user specified using /u.

/b browser_exe

Specifies the path and file name for the browser executable program to use for the Siebel Web Client session.

The /b option is used to override the default browser in Microsoft Windows.

For more information about the supported browsers for Siebel CRM, see the Certifications tab on My Oracle Support.

/s spool_file

Specifies spooling SQL to a specified output file. This option can be useful for troubleshooting purposes. For more information, see Siebel Performance Tuning Guide.

Related Books

Siebel Security Guide

Siebel Performance Tuning Guide

Creating Custom Siebel Application Shortcuts

If you want to customize any of the Siebel application shortcuts described in Siebel Web Client Shortcuts, then you can do so by modifying shortcut properties and changing the value for the Target field. Generally, rather than modifying existing shortcuts or creating them from scratch, it is recommended that you copy existing ones and rename and modify the copies.

Observe the following requirements for creating or modifying shortcuts:

  • Do not modify the location displayed in the shortcut property labeled Start in.

  • When defining the Target value for a shortcut, follow the guidelines for using the options described in Siebel Web Client Startup Options.

This topic is part of Siebel Web Client Shortcuts and Startup Options.

To create custom Siebel application shortcuts

  1. Copy existing Siebel application shortcuts.

  2. Modify the copies, for example, by changing the value for the Target field.