Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What’s New in Siebel Installation Guide, Siebel CRM 25.2 Update
• What’s New in Siebel Installation Guide, Siebel CRM 22.7 Update
• What’s New in Siebel Installation Guide, Siebel CRM 22.6 Update
• What’s New in Siebel Installation Guide, Siebel CRM 22.5 Update
• What’s New in Siebel Installation Guide, Siebel CRM 22.4 Update
• What’s New in Siebel Installation Guide, Siebel CRM 22.3 Update
• What’s New in Siebel Installation Guide, Siebel CRM 22.2 Update
• What’s New in Siebel Installation Guide, Siebel CRM 22.1 Update
• What’s New in Siebel Installation Guide, Siebel CRM 21.12 Update
• What’s New in Siebel Installation Guide, Siebel CRM 21.11 Update
• What’s New in Siebel Installation Guide, Siebel CRM 21.10 Update
• What’s New in Siebel Installation Guide, Siebel CRM 21.9 Update
• What’s New in Siebel Installation Guide, Siebel CRM 21.8 Update
• What’s New in Siebel Installation Guide, Siebel CRM 21.7 Update
• What’s New in Siebel Installation Guide, Siebel CRM 21.6 Update
• What’s New in Siebel Installation Guide, Siebel CRM 21.5 Update
• What’s New in Siebel Installation Guide, Siebel CRM 21.4 Update
• What’s New in Siebel Installation Guide, Siebel CRM 21.3 Update
• What’s New in Siebel Installation Guide, Siebel CRM 21.2 Update
• Additional Information

2 Overview of Installing Siebel CRM

• Overview of Installing Siebel CRM
• Installation-Related Changes for Siebel CRM
• Before You Install Siebel CRM
• General Guidelines for Installing Siebel CRM
• Overview of Siebel CRM Server Architecture
• Roadmap: Installing Siebel CRM for a New Deployment
• Roadmap: Installing Siebel CRM in an Update Installation Case (Existing Installation of Siebel CRM 17.x or Later)
• Roadmap: Installing Siebel CRM in a Migration Installation Case (Existing Installation of Siebel CRM 16.x or Earlier)
• Roadmap: Installing Siebel CRM in an Upgrade Installation Case (Existing Database Requiring Full Upgrade)

3 Siebel CRM Download and Installation

• Siebel CRM Download and Installation
• Finding and Downloading a Siebel CRM Release/Update Image Content
  • About the Siebel Installation Image
  • Creating a Siebel Installation Image
  • Cross-Platform Issues When Creating Siebel Image Directories
  • Installer Errors and the Siebel Image
• About Installation Tasks for Siebel CRM
• Installing Siebel CRM
  • Preinstallation Tasks
  • Installing Siebel CRM in a New Installation
  • Installing Siebel CRM in an Update Installation
  • Installing Siebel CRM in a Migration Installation
  • Verifying Installation
• Installing Siebel CRM Using Silent Mode
  • Guidelines for Installing Servers in Silent Mode
  • Saving an Installation Response File
  • Performing an Installation in Silent Mode
  • Configuring Siebel CRM Using Silent Mode
• Additional Tasks for Migration Installations
  • Migration Issues and Solutions for Siebel CRM 17.0 and Later
  • Updating the Siebel Server System Service and Server Components to Use AES Password Encryption

4 Configuring Siebel CRM Server Modules

• Configuring Siebel CRM Server Modules
• About Configuring Siebel CRM
  • Where to Find Configuration Tasks
  • Configuration Requirements for Migration Installations
• Running the Siebel Management Console
  • Starting the Siebel Management Console
  • Overview of Siebel Management Console
  • Siebel Management Console Screens
  • Supported Activities in Siebel Management Console
  • Using Safe Mode for Siebel Management Console
• Installing the Siebel Database
• Configuring the Siebel Gateway and Security
  • Configuring the Siebel Gateway
  • Configuring a Security Profile
  • Configuration Settings for a Security Profile
• Configuring the Siebel Enterprise
  • Creating a Siebel Enterprise Profile
  • Configuration Settings for a Siebel Enterprise Profile
  • Deploying the Siebel Enterprise
• Configuring the Siebel Server
  • Creating a Siebel Server Profile
  • Configuration Settings for a Siebel Server Profile
  • Deploying the Siebel Server
• Configuring the Siebel Application Interface
  • Creating a Siebel Application Interface Profile
  • Configuration Settings for a Siebel Application Interface Profile
  • Deploying the Siebel Application Interface
  • Configuring the Siebel Properties File
• Configuring the Siebel Gateway Cluster
  • About Siebel Gateway Clustering
  • Creating a Siebel Gateway Cluster
  • Configuration Settings for a Siebel Gateway Cluster Profile
  • Deploying the Siebel Gateway Cluster
  • Changing the Primary Nodes for a Siebel Gateway Cluster
  • Restoring the Siebel Gateway Cluster Topology
• Configuring the Siebel Migration Application
  • Creating a Siebel Migration Profile
  • Configuration Settings for a Siebel Migration Profile
  • About the Migration Package Location
  • Deploying the Siebel Migration Application
• Configuring the Siebel Deployment
  • About the Configuration Screen
  • Activities in the Configuration Screen
  • Configuring an Element in the Configuration Screen
• Managing the Siebel Deployment
  • About the Management Screen
  • Activities in the Management Screen
  • Managing an Element in the Management Screen
• Accessibility for Siebel Management Console

5 Installing the Siebel Database on the RDBMS

• Installing the Siebel Database on the RDBMS
• About Database Updates for Siebel CRM
• About Installing the Siebel Database
  • About Installing a Database
  • About Adding a Language to an Existing Database
• Creating Table Owner and Administrator Accounts
  • Running the grantusr.sql Script on an Oracle Database
  • Running the grantusr.sql Script on IBM DB2
  • Running the grantusr.sql Script on Microsoft SQL Server
• Installing the Stored Procedures and User-Defined Functions on IBM DB2
• Starting the Siebel Database Configuration Wizard
  • Starting the Siebel Database Configuration Wizard Using a Windows Shortcut
  • Starting the Siebel Database Configuration Wizard at the Command Line on Microsoft Windows
  • Starting the Siebel Database Configuration Wizard on UNIX
• Installing the Siebel Database
  • Installing the Siebel Database on Microsoft Windows
  • Installing the Siebel Database on UNIX
• Activating License Keys
• Setting Up Your Environment to Support Global Time Zone
• Populating the Siebel File System
• Importing a Siebel Repository Manually into the Siebel Database

6 Additional Postinstallation and Configuration Tasks

• Additional Postinstallation and Configuration Tasks
• Importing Siebns.dat into Zookeeper
• Starting the Siebel Gateway
• Stopping and Starting the Siebel Application Container
  • Troubleshooting Task Sequence When Siebel Application Containers Are Not Running
  • Stopping the Siebel Application Container
  • Starting the Siebel Application Container
• Configuring Siebel Application Containers for Automatic Start on UNIX
• Starting the Siebel Server Service on Windows
• Configuring the Siebel Gateway for Automatic Start on UNIX
  • Configuring the Siebel Gateway for Automatic Start on AIX
  • Configuring the Siebel Gateway for Automatic Start on HP-UX
  • Configuring the Siebel Gateway for Automatic Start on Linux or Oracle Solaris
• Configuring the Siebel Server for Automatic Start on UNIX
  • Configuring the Siebel Server for Automatic Start on AIX
  • Configuring the Siebel Server to Start Automatically on HP-UX
  • Configuring the Siebel Server to Start Automatically on Linux or Oracle Solaris
• Managing Environment Variables on UNIX
• Preparing to Run Siebel Server Components
  • Enabling and Disabling Server Component Groups
  • Enabling and Disabling Language-Specific Application Object Managers and Adding Languages
  • Synchronizing Batch Components
  • Migrating Siebel Enterprise Server and Siebel Server Parameter Settings
  • Performing Additional Tasks to Configure Siebel Servers
  • Updating the CRC Checksum Setting
  • About Installing Additional Siebel Servers for an Existing Siebel Enterprise
• Customizing the Application Container for Siebel Application Interface
  • Configuring the Common Logger for Siebel Application Interface
  • Customizing URLs for Siebel CRM Applications
  • Modifying the HTTPS Redirect Port or HTTP Port for Siebel Application Interface
  • Compressing Static Content for Siebel Application Interface
  • Load Balancing Siebel Application Interface by Configuring the workers.properties File
• Installing and Deploying Siebel CRM with Multiple Languages
  • About Language Deployment and Migration Installations
  • About Language Deployment on Siebel Server and Siebel Application Interface
  • About Language Deployment Tasks Using the Database Configuration Wizard
  • About Language Deployment for Unshipped Languages
  • Limitations for Installing Additional Languages
  • Scenarios for Installing and Deploying Multiple Languages
  • Installing and Deploying All Required Languages Once
  • Installing All Required Languages but Deploying Some Languages Later
  • Deploying Multiple Languages Now and Later (Option 1)
  • Deploying Multiple Languages Now and Later (Option 2)
  • Installing and Deploying Additional Languages
  • Importing Locale-Specific Data into the Siebel Repository
• Configuring Support for CalDAV or CardDAV Publishing
• Inactivating Workflow Processes

7 Installing Siebel Web Clients and Siebel Tools

• Installing Siebel Web Clients and Siebel Tools
• About Installing Siebel Web Client or Siebel Tools
• Installing and Using Oracle Database SE2 for the Local Database
  • Requirements for Installing and Using Oracle Database SE2
  • About the Data Source for the Local Database
  • About Migration Installations
  • About the Local Database for Siebel Mobile Web Client
  • About the Sample Database for Prior Versions of Siebel Mobile Web Client
  • About Uninstalling Oracle Database XE
• About Workspaces in Siebel Tools and the Siebel Runtime Repository
• Installing Desktop Integration Siebel Agent on Client Computers
• Siebel Client Deployment Requirements When Using Firewalls or Proxy Servers
  • Deploying Siebel Applications Accessed Through a Firewall
  • Bypassing the Proxy Server for Local Addresses
• Configuring Siebel CRM for Pop-Up Blocker Compatibility
• Logging in to Your Siebel Application
  • Before Logging in to Your Siebel Application
  • Logging in Using the Siebel Mobile Web Client
  • Logging in Using the Siebel Web Client
• Siebel Web Client Shortcuts and Startup Options
  • Siebel Web Client Shortcuts
  • Utility and Synchronization Program Shortcuts
  • Siebel Web Client Startup Options
  • Creating Custom Siebel Application Shortcuts

8 Verifying and Troubleshooting Your Installation

• Verifying and Troubleshooting Your Installation
• Verifying Installation for Siebel CRM
  • Reviewing the Installation Log Files
  • Reviewing the Log Files for Siebel Application Interface
  • Verifying That the Application Container Is Running
  • Verifying That the Siebel Gateway Has Started
  • Verifying the Installation Version Number for Siebel CRM
  • Reviewing the Installation Directories for Siebel Enterprise Components
  • Reviewing the Installation Directories for Siebel Gateway
  • Reviewing the Installation Directories for Siebel Server
  • Reviewing the Installation Directories for Siebel Database Configuration Utilities
  • Reviewing the Installation Directories for Siebel Application Interface
• Troubleshooting Installation and Configuration for Siebel CRM
  • Troubleshooting Installation and Configuration for Siebel Gateway
  • Troubleshooting Installation and Configuration for Siebel Server
  • Troubleshooting Installation and Configuration for Siebel Application Interface
• Verifying the ODBC Data Source
  • Verifying the ODBC Data Source for Oracle Database
  • Verifying the ODBC Data Source for IBM DB2
  • Verifying the ODBC Data Source for Microsoft SQL Server
• Troubleshooting the ODBC Data Source Connection
  • Troubleshooting Connection Problems on Oracle Database
  • Troubleshooting Connection Problems on IBM DB2
  • Troubleshooting Connection Problems on Microsoft SQL Server
• Verifying Installation for the Siebel Database
  • Reviewing the Installation Log Files for the Siebel Database
  • Verifying System Preferences and Settings for the Database Code Page
• Troubleshooting Installation for the Siebel Database
  • Acceptable Errors for Installation of the Siebel Database
  • Troubleshooting Siebel Repository Import for the Siebel Database
• Verifying Installation for Siebel Tools
  • Reviewing the Installation Log Files for Siebel Tools
  • Reviewing the Installation Directories for Siebel Tools
  • Verifying Successful Installation of Siebel Tools
  • Verifying Directory Permissions for Siebel Tools
  • Verifying the ODBC Data Sources for Siebel Tools
• Verifying Installation for the Siebel Web Client
  • Reviewing the Installation Log Files for the Siebel Web Client
  • Reviewing the Installation Directories for the Siebel Web Client
  • Verifying ODBC Data Sources for the Siebel Developer Web Client
• Verifying Installation for Oracle Database SE2
  • Verifying Installation of Oracle Database SE2
  • Verifying the ODBC Data Source for Oracle Database SE2
  • Verifying the TNSNAMES.ORA Entry for Oracle Database SE2
• Verifying Network Connectivity for the Siebel Server Computer
• Verifying Network Connectivity for Mobile Users
• Configuring the Siebel Mobile Web Client When Neither Siebel VB nor Siebel eScript Is Licensed

9 Uninstalling Siebel CRM

• Uninstalling Siebel CRM
• About Uninstalling Siebel CRM
  • Options for Uninstalling Siebel CRM
  • Requirements for Uninstalling Siebel CRM
  • Limitations for Uninstalling Siebel CRM
• Process of Removing Configuration Data
  • Removing the Siebel Application Interface Configuration
  • Removing the Siebel Server Configuration
  • Removing the Siebel Enterprise
  • Removing the Siebel Gateway Cluster
  • Removing the Siebel Gateway
• Uninstalling Siebel CRM
  • Performing a Full Uninstallation
  • Restoring a Prior Installation and Configuration
• Uninstalling Oracle Database XE
• About Uninstalling Earlier Versions of Siebel CRM

10 Requirements for Installing and Configuring Siebel CRM

• Requirements for Installing and Configuring Siebel CRM
• About Installing Siebel CRM
  • About Documented Requirements
  • About Siebel CRM Releases
  • About Installing in Upgrade Environments
  • About Language Installation
• Planning Your Siebel Deployment
  • Preparing the Hardware and Planning Topologies
  • Planning Disk Space and Configuration Requirements
  • Planning RDBMS Installation and Configuration
    • About Database Code Pages and Locale Support
    • Planning Database Connectivity
    • How to Use This Guide If Your Database Is IBM DB2 for z/OS
  • Managing Temporary Disk Space Required by Siebel Installers and Wizards
  • About the Language in Which Siebel Installers and Wizards Run
  • Planning to Install Multiple Instances of Siebel CRM
    • Installing Multiple Instances of the Same Version of Siebel CRM
    • Installing Multiple Instances of Different Versions of Siebel CRM
  • Specifying the Locale for Siebel CRM
  • Specifying the Locale for Your UNIX Operating System
  • Setting Permissions and Ownership on UNIX
  • Installing Siebel CRM from a Remote Server Computer on UNIX
  • Restrictions on Host Names for Siebel Gateway and Siebel Server
  • Restrictions on Names for Siebel Enterprise and Siebel Server
    • Siebel Enterprise Naming Restrictions
    • Siebel Server Naming Restrictions
  • File and Directory Naming Conventions
  • Creating the Siebel File System
    • Siebel File System Requirements
    • Siebel File System and Siebel Server Components
    • Siebel File System Parameter
    • Deployments Using the Siebel Migration Application
    • Siebel File System Utilities
    • Naming a Siebel File System Directory
    • Setting Up the Siebel File System
  • Creating the Siebel Service Owner Account
• Requirements for Installing and Configuring Siebel Enterprise Components
  • General Requirements for Installing and Configuring Siebel Enterprise Components
  • Requirements for Siebel Gateway Authentication
  • Requirements for Installing and Configuring the Siebel Gateway
  • Requirements for Installing and Configuring the Siebel Server
    • About Clustering the Siebel Gateway and Siebel Server
    • Language and Locale Requirements
    • Guidelines for Installing Multiple Languages on the Siebel Server
    • Search Server
    • Database Requirements
    • Third-Party Software Requirements
    • Temporary Disk Space
  • Requirements for Installing the Siebel EAI Connector
• Requirements for Installing and Configuring the Siebel Application Interface
  • About the Siebel Application Interface
  • Planning the Siebel Application Interface Topology
  • General Requirements for Installing and Configuring the Siebel Application Interface
  • Requirements for User Permissions for the Siebel Application Interface
  • Requirements for Configuring Anonymous Users for the Siebel Application Interface
• Requirements for Installing and Configuring the Siebel Database
  • General Requirement
  • Oracle Database
  • IBM DB2
  • Microsoft SQL Server
• Requirements for Installing Siebel Web Clients
  • Administrative Rights for Installation
  • Directory Naming Conventions
  • Requirements and Recommendations for Siebel Web Client
  • Restricted Support for Siebel Developer Web Client
  • Requirements for Oracle Database SE2 and the Local Database
  • Security-Related Software
  • Other Oracle or Third-Party Software
  • Chrome Browser Users
  • Closing Browser Sessions
  • Migration Installations
• Requirements for Installing Siebel Tools

11 Configuring the RDBMS

• Configuring the RDBMS
• Overview of Database Configuration
  • Overview of Configuring the Database
  • About Using Sample Scripts for Creating Siebel Database Objects
• Configuring an Oracle Database for Siebel CRM
  • Guidelines for Selecting a Language for Oracle Database
  • Guidelines for Configuring Settings in the init.ora File
  • Guidelines for Sizing Redo Logs for an Oracle Database
  • Guidelines for Creating Oracle Database Tablespaces
  • Guidelines for Sizing the Oracle Database
  • Guidelines for Creating Temporary Oracle Database Tablespaces
  • Guidelines for Overriding Oracle Database Default Tablespaces for Database Objects
  • Guidelines for Creating Oracle Database Objects
  • Guidelines for Ongoing Oracle Database Administration
  • Guidelines for Using Real Application Clusters for an Oracle Database
  • Guidelines for Optimizing Oracle Parallel Queries for Siebel Web Tools
  • Guidelines for Installing the Siebel Database in a Pluggable Database
• Configuring an IBM DB2 Database for Siebel CRM
  • Guidelines for Setting IBM DB2 Database Configuration Parameters
  • Guidelines for Selecting a Language for IBM DB2
  • Guidelines for Creating the IBM DB2 Database
  • Guidelines for Setting IBM DB2 Configuration Parameters
  • Guidelines for Setting Up IBM DB2 Buffer Pools
  • Guidelines for Creating IBM DB2 Tablespaces
  • Guidelines for Overriding IBM DB2 Default Tablespaces for Database Objects
  • Guidelines for Preventing IBM DB2 from Running Out of ODBC Statement Handles
  • Guidelines for Increasing the Number of IBM DB2 User Processes Under AIX
  • Guidelines for Determining IBM DB2 Log Space
  • Guidelines for Creating IBM DB2 Database Objects
  • Guidelines for Managing IBM DB2 Fragmentation
• Configuring a Microsoft SQL Server Database for Siebel CRM
  • Guidelines for Configuring Microsoft SQL Server Parameters
  • Guidelines for Selecting a Language for Microsoft SQL Server
  • Guidelines for Creating the Microsoft SQL Server Database
  • Guidelines for Allocating Microsoft SQL Server Database Log Space
  • Guidelines for Overriding Microsoft SQL Server Default Tablespaces for Database Objects
  • Guidelines for Creating Microsoft SQL Server Database Objects
  • Guidelines for Ongoing Microsoft SQL Server Administration
  • Updating Microsoft SQL Server Statistics
  • Managing Microsoft SQL Server Fragmentation
• Configuring Siebel Server Connectivity to the Siebel Database

12 Siebel Deployment Planning Worksheet

• Siebel Deployment Planning Worksheet
• About the Deployment Planning Worksheet
• Team Lead Summary
• Siebel Enterprise Server Names and Installation Directories
• Siebel Accounts, Host Names, and Static IP Addresses
• Cluster Deployment Data
• Ports and RDBMS Details Data