1. Installation Guide
  2. Before You Install Siebel CRM

Before You Install Siebel CRM

Before you install Siebel CRM, you must perform the preinstallation tasks. Some of these tasks are described in Siebel Deployment Planning Guide.

  1. Review all documented hardware and software requirements.

    For example, see also General Guidelines for Installing Siebel CRM.

  2. Review the worksheet in Siebel Deployment Planning Worksheet or create your own worksheet, and fill it in as you prepare for installing Siebel CRM.

  3. Plan and prepare for your deployment.

  4. Configure your RDBMS.

    Note: You can configure the RDBMS at any point before you run the Siebel Database Configuration Wizard. Most of the database tasks described in this guide do not apply if you have an existing Siebel database, such as in an upgrade environment.

    This task applies only for Roadmap: Installing Siebel CRM for a New Deployment. For more information, see Planning RDBMS Installation and Configuration and Configuring the RDBMS.

  5. Obtain the Siebel media for Siebel CRM 22.x and create a Siebel installation image on the network, from which you will perform installations.

    For more information, see Creating the Siebel Installation Image on the Network.

  6. Create directories for Siebel CRM software and directories for the Siebel File System.

    This step applies only for Roadmap: Installing Siebel CRM for a New Deployment. For more information, see File and Directory Naming Conventions and Creating the Siebel File System.

  7. Create the required Siebel accounts.

    This step applies only for Roadmap: Installing Siebel CRM for a New Deployment. For more information, see Creating the Siebel Service Owner Account.

  8. Review all security requirements and take the necessary preparatory steps for your installation case.

  9. Perform any manual migration tasks that might be required prior to performing migration installations for an existing deployment, as described in Additional Tasks for Migration Installations.

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