Configuring Siebel CRM Using Silent Mode

Silent configuration is an alternative to using the Siebel Management Console to configure the installed Siebel CRM server modules. Configuration and deployment of Siebel CRM, including the bootstrap process, can be done using differing methods, depending on the installed component. For information about performing Siebel Management Console configuration tasks, see Configuring Siebel CRM Server Modules. This task is part of Installing Siebel CRM Using Silent Mode.

The full Siebel Management Console (SMC) graphical user interface for ongoing management is provided across all configuration steps. These steps are based on REST or Java underlying the user interface. Individual components can also be managed by either REST or Java, as follows:

REST-based steps can use the following:
- Automation, postman, or other programmatic access.
- Command-line interface, via HTTPIE (https://httpie.org) or Curl (https://curl.haxx.se). See command-line examples in this topic.
Java-based steps can use silent mode using response file templates, provided as sample JSON files.

Common configuration steps and their implemented mechanisms are as follows:

REST: ZooKeeper/Gateway creation
REST: Security profile creation
REST: ZooKeeper/Gateway bootstrapping
Java: Enterprise configuration (can also be performed using REST)
Java: Siebel Server configuration (can also be performed using REST)
Java: Application Interface configuration

Sample JSON Files

Siebel CRM includes the following sample JSON files that you can modify as part of silent configuration. These files are located in the SIEBEL_ROOT\config\sample_response directory in your Siebel CRM installation.

bootstrapCG.json
GatewaySecurityProfile.json
cginfo.json
AIprofilecreate.json
AIprofiledeploy.json

Detailed Steps

Installing Siebel CRM in Silent Mode
Validating Siebel Management Console
Validating JSON Configuration Files
Configuring Siebel Gateway Using Curl and JSON Files
Configuring Siebel Enterprise and Siebel Server Using Response Files
Refreshing SMC Configuration
Configuring Siebel Application Interface

Installing Siebel CRM in Silent Mode

Example installation response can be found in the following directory in your Siebel CRM installation: SIEBEL_ROOT\config\sample_response. To install Siebel CRM in silent mode, perform the following general steps, as described in Installing Siebel CRM Using Silent Mode.

Obtain Siebel CRM 22.x installation media.
Validate the response files that you will use to install Siebel CRM using silent installation.
Install Siebel CRM using response files and silent installation.

Validating Siebel Management Console

Make sure Tomcat is up and running with HTTPS port (AI_ROOT/applicationcontainer/logs/catalina*.log).

Sample log:

19-Jan-2021 19:31:42.106 INFO [main] org.apache.coyote.AbstractProtocol.start Starting ProtocolHandler [http-nio-9002]
19-Jan-2021 19:31:42.154 INFO [main] org.apache.coyote.AbstractProtocol.start Starting ProtocolHandler [https-jsse-nio-9001]
19-Jan-2021 19:31:42.169 INFO [main] org.apache.catalina.startup.Catalina.start Server startup in 41568 ms

Log in to SMC:
```
https://<AI_HOST>:<AI_PORT>/siebel/smc
```
Make sure the pop-up for Gateway Host:Port is visible.

Validating JSON Configuration Files

Using a Windows or UNIX computer where Curl is installed, copy the following JSON files to the same location where Curl is enabled:
- cginfo.json
- GatewaySecurityProfile.json
- bootstrapCG.json
For more information about these files, see the sample JSON files listed in this topic.
Modify the JSON files according to your environment.

Configuring Siebel Gateway Using Curl and JSON Files

Run Curl commands similar to the following, representing different phases of configuration for Siebel Gateway and Security profiles:

Siebel Gateway:

curl -u <AI_USER>:<AI_PASSWORD> -i -X POST -H "Content-Type:application/json" "https://<AI_HOST>:<AI_PORT>/siebel/v1.0/cginfo" -d@cginfo.json -k

Security:

curl -u <AI_USER>:<AI_PASSWORD> -i -X POST -H "Content-Type:application/json" "https://<AI_HOST>:<AI_PORT>/siebel/v1.0/cloudgateway/GatewaySecurityProfile" -d@GatewaySecurityProfile.json -k

Bootstrap:

curl -u <DB_USER>:<DB_USERPASSWORD> -i -X POST -H "Content-Type:application/json" "https://<AI_HOST>:<AI_PORT>/siebel/v1.0/cloudgateway/bootstrapCG" -d@bootstrapCG.json -k

Error output for Curl commands shows HTTP 200 OK to indicate success. Review output in detail for any issues. Once the preceding steps are successful, validate SMC. It should show the security profile created.

Example GatewaySecurityProfile.json Configured for Database Authentication

To configure database authentication instead of LDAP authentication, update the GatewaySecurityProfile.json file accordingly before performing the configuration steps. Adapt this content as appropriate for your deployment requirements:

{
    "Profile": {
        "ProfileName": "OracleProfile"
    },
    "SecurityConfigParams": {
        "DataSources": [{
            "Name": "Oracle",
            "Type": "DB",
            "Host": "xxxxxx",
            "Port": xxxx,
            "SqlStyle": "Oracle",
            "Endpoint": "xxxx",
            "TableOwner": "xxxx",
            "HashUserPwd":false,
            "HashAlgorithm":"SHA1",
            "CRC":"0"
        }],
        "SecAdptName": "DBSecAdpt",
        "SecAdptMode": "DB",
        "NSAdminRole": ["Siebel Administrator"],
        "TestUserName": "xxxx",
        "TestUserPwd": "xxxxx",
        "DBSecurityAdapterDataSource": "Oracle",
        "DBSecurityAdapterPropagateChange": true
    }
}

Configuring Siebel Enterprise and Siebel Server Using Response Files

To create response files, first configure a Siebel environment manually using SMC, then create response files that you can use for configuring additional environments.

Copy the response files (RESP files) to the C:\siebel\ses\config directory.
Modify the response files for the Siebel Enterprise and Siebel Server with required parameters.
Open a command prompt. Run the following command:
```
set JAVA_HOME=$ses/jre
```
Go to C:\siebel\ses\config and run the following command:
```
config.bat -mode enterprise -responseFile enterpriseserver.resp -verbose -skipvalidation
```
If this step fails, troubleshoot and run the step again.

For Siebel Server configuration, run the following command:

config.bat -mode siebsrvr -responseFile siebelserver.resp -verbose -skipvalidation

Once successful, validate that the Siebel Server service is started from services.
Connect to srvrmgr and verify that the Siebel Server is up and running.

Refreshing SMC Configuration

Because you configured Siebel Enterprise and Siebel Server with response files, these updates are not reflected in SMC until you refresh the SMC configuration. Follow these steps to refresh the configuration:

Connect to SMC with a URL like the following:

https://<AI_HOST>:<AI_PORT>/siebel/smc
Go to Settings. Click Refresh Configuration.
Go to Deployment. You can see that the Enterprise and Siebel Server profiles are migrated.

Configuring Siebel Application Interface

Using Curl, update the JSON files for profile creation and deployment, as follows:

Profile creation command:

curl -u <DB_USER>:<DB_USERPASSWORD> -i -X POST -H "Content-Type:application/json" "https://"$RESTHOSTNAME":"$portSAIHTTPS"/siebel/v1.0/cloudgateway/profiles/swsm/" -d@AIprofilesiacreate.json -k

Profile deployment command:

curl -u <DB_USER>:<DB_USERPASSWORD> -i -X POST -H "Content-Type: application/json" "https://"$RESTHOSTNAME":"$portSAIHTTPS"/siebel/v1.0/cloudgateway/deployments/swsm/" -d@AIprofiledeploy.json -k

Validate the Application Interface profile details from SMC.