Creating a New Configuration

In most cases, the configurations provided with Siebel Anywhere are sufficient. However, you can create new configurations for special situations or to represent different installed clients within your company. The procedure in this topic describes how to perform this task.

This topic is part of Modifying and Creating Siebel Anywhere Configurations.

For example, if everyone in your company uses Siebel Sales and you must distribute certain upgrades to employees in remote offices separately from the rest of the company, then you would create a new configuration to accommodate this situation. The employees in the remote offices would be temporarily associated with the new configuration so that you could distribute the special upgrade just to them.

For details on associating specific employees with a configuration, See Assigning Employees to a Configuration.

Also, you might need to create different configurations based upon language usage. If a subset of the users in your company use only U.S. English (ENU) and another subset uses both U.S. English and German (DEU), then create two different configurations.

If you must create a new configuration for long-term use (as in language usage), then make sure that every client CFG file is appropriately updated.

Note: The recommended method for creating a new configuration is to copy an existing configuration and modify the copy, as this method minimizes the possibility for error. The following procedure describes the use of this method. However, it is also possible to use standard Siebel Business Applications techniques to create a new record and fill in the necessary fields.

To create a new configuration

1. Navigate to the Administration - Siebel Anywhere screen, then the Upgrade Configurations view.

2. In the Upgrade Configurations list, select an existing configuration record that is similar to the configuration you want to create, and then click the menu button and select Copy Record.

   A highlighted copy of the record that you selected appears.

3. Modify the fields in the copied record to meet your requirements.

   Some fields are described in the following table.

   Field Name	Comments
   Name	The name of the configuration. Caution: Limit the value of the Name field to 91 characters or fewer. Exceeding this limit causes synchronization to fail.
   Active	When this check box is selected, it indicates that the configuration is to be version-checked. When you create a new configuration by copying an existing configuration, this check box is cleared by default. Make sure to select it before using the new configuration.
   Component Type	This value is either client or server configuration.
   Comments	Comments can be entered here.

4. Add appropriate Upgrade Components to the new configuration you just created.

   To do this, see Adding Components to a Configuration.