Siebel Deployment Planning Worksheet

This chapter provides the Deployment Planning Worksheet. It includes the following topics:

About the Deployment Planning Worksheet

The topics that follow provide the Deployment Planning Worksheet for installing Oracle’s Siebel CRM product family. This worksheet is an integral part of the installation process.

Before proceeding with installation-related tasks, make a copy of the worksheet topics that follow, or create your own worksheet to capture all of the data that you need to record. Record all instances of any modules for which you install multiple instances. For example, Siebel Gateway multiple nodes can participate in a cluster and multiple Siebel Application Interface or Siebel Server instances can provide different Siebel CRM applications or functions or can support load balancing and high availability). The deployment team fills out the first section. Members of the team fill out the information in the sections for which they are responsible. As you work through preparation steps, record the information that you will need while installing and configuring Siebel CRM.

In various places in this book, you are prompted to refer to the Deployment Planning Worksheet for specific information about your site and deployment. You also use it to record other important information for future installations, upgrades, reconfiguration, and expansion of your deployment.

Each time that you install new Siebel CRM software in your deployment, record the relevant data in your Deployment Planning Worksheet. Use a new worksheet for each Siebel CRM environment or Siebel CRM deployment.

Caution: Customers are responsible for ensuring the security of sensitive information, such as account passwords, that might be recorded in this worksheet or in similar documents or information stores created by or employed by the customer.

Team Lead Summary

Section 1: Deployment Team Members

Deployment Team Lead
Siebel Administrator
System Administrator
Database Administrator

Section 2: Deployment Overview

Component Name	Version	Codepage or Unicode	Owner	Number of Users	Server Operating System
Database Server (RDBMS)
Siebel Gateway
Siebel Server
Siebel Application Interface
Siebel Enterprise Cache
Siebel Constraint Engine

Siebel Enterprise Server Names and Installation Directories

Make a copy for each Siebel Enterprise Server that you install.

ODBC data sources are created automatically by the Siebel Enterprise Server installer. For more information, see Planning RDBMS Installation and Configuration.

Section 3: Server Names

Siebel Enterprise Name
ODBC Data Source Name
Primary Language
Other Deployed Languages	Note: Different languages might be deployed on different servers. Keep track of all of the languages deployed and the servers on which they are deployed.
Component Name	Network Host Name	Installation Directory
Siebel Gateway
Siebel Server
Database Configuration Utilities
Siebel Application Interface
Siebel File System Directories
Siebel Enterprise Cache
Siebel Constraint Engine

Siebel Accounts, Host Names, and Static IP Addresses

Make a copy for each Siebel Enterprise Server that you install.

Note: Requirements vary for user accounts mentioned in this topic. For example, the anonymous user for employee applications must be defined as an employee within the Siebel database. For more information, see Requirements for Configuring Anonymous Users for the Siebel Application Interface.

Section 4: Siebel Account Information

	Login or User ID	Password
Siebel Service Owner
Siebel Administrator	SADMIN
Employee Anonymous User
Additional Anonymous User
Security User

Section 5: Host Name and Static IP Addresses

Server Name	Static IP or Host Name	Subnet Mask
Siebel Gateway
Siebel Server

Cluster Deployment Data

Make a copy for each partition of your shared disk. (Choice of resource groups clustered is optional.)

Note: You can optionally configure Siebel Gateway clustering using Siebel Management Console, as described in Configuring the Siebel Gateway Cluster.

Section 6: Cluster Resource Groups

Resource Group	Network Name	IP Address or Computer Name
Siebel Gateway
Siebel File System
Siebel Database

Section 7: Cluster Configuration

Server Type	Network Host Name	Cluster IP Address	Resource Group IP Address	Subnet
Siebel Gateway Node 1
Siebel Gateway Node 2
Siebel File System Node 1
Siebel File System Node 2

Cluster Group	Heartbeat IP Address	Heartbeat Subnet

Ports and RDBMS Details Data

Section 8: Port Numbers

Make a copy for each Siebel Enterprise Server that you install.

Note: If your database is IBM DB2 for z/OS, then use the Deployment Planning Worksheet dedicated to the Siebel database installation that is provided in Implementing Siebel Business Applications on DB2 for z/OS.

	Other Ports	Application Container Ports
Siebel Component		HTTPS Redirect Port	HTTP Connection Port	Shutdown Port
Siebel Gateway
Siebel Gateway Registry	(Registry Client Port)	Not applicable	Not applicable	Not applicable
Siebel Server	Not applicable
Siebel Application Interface	Not applicable
Siebel Enterprise Cache	Not applicable
Siebel Constraint Engine
Siebel Server: Synchronization Manager (for Siebel Remote users)		Not applicable	Not applicable	Not applicable
Siebel Server: Server Request Processor		Not applicable	Not applicable	Not applicable
Siebel Server: Siebel Connection Broker		Not applicable	Not applicable	Not applicable

Section 9: Database Information

Items (if applicable)	Value
RDBMS Operating System, Version and Patch
RDBMS Platform, Version, and Patch
Database Server
Host Instance Name
Database Name
Port Number
Table Owner and Password
Tablespace Name, Usage (Data or Index), and Page Size
Tablespace Name, Usage (Data or Index), and Page Size
Tablespace Name, Usage (Data or Index), and Page Size