1. Installation Guide
  2. Setting Up the Siebel File System

Setting Up the Siebel File System

This topic is part of Creating the Siebel File System.

Use the following procedures to set up the Siebel File System directories.

Note: In addition to using the following steps, you must install the third-party software required to view standard attachment types, such as Microsoft Word or Excel, on client computers where users run Siebel CRM.

To set up the Siebel File System

  1. Create each directory on the applicable server and record all of the directory locations in the copy that you made of the worksheet in Siebel Deployment Planning Worksheet.

  2. Using Windows Explorer, select the directory, and then choose File, then Properties, and then Sharing. Select Share this folder.

  3. Type a name for the Share name.

    Note: When you want to add a client or new user to this share, you click Add under the Security tab to browse for the user or group name.

    You might want to type the number of the Siebel release that you are installing in the Comments field for future identification. However, completion of the field is not required.

    Note: When installing a new File System directory, do not change the default setting for Maximum Allowed.

  4. To grant UNC access to the Siebel administrator, click Permissions and choose the appropriate user or group name. When you want to add a client or new user to this share, you click Add to browse for the user or group name.

    Note: Only the system administrator for the Siebel Server, and no other user, must have access privileges to the Siebel File System directories.

  5. From the Permissions list, make sure that Full Control is selected.

  6. Click OK to finish.

  7. Grant Windows access to each Siebel Server and client:

    1. On the Security tab, select the appropriate user or group name and make sure that Full Control is selected on the Permissions list.

    2. Click Advanced.

    3. On the Access Control Settings dialog box, make sure that you check the option to allow inheritable permissions from the parent to propagate to this object.

  8. To close the Permissions and File Properties dialog boxes, click OK.