Installing Siebel CRM in an Update Installation

Use the following procedure to install Siebel CRM in an update installation. This task is part of Installing Siebel CRM using the User Interface.

Note: Use this procedure only where a prior release of Siebel CRM 17.x or later is already installed. For a new installation, see Installing Siebel CRM in a New Installation. Where Siebel CRM 16.x or earlier is already installed, you perform a migration installation instead, as described in Installing Siebel CRM in a Migration Installation.
Caution: If you are updating an installed release of Siebel CRM 17.x or 18.x (through 18.4) to the current release, then you must update all installed instances of Siebel Application Interface before you update other installed Siebel CRM modules. If you are updating Siebel CRM 18.5 or later to the current release, then you can update the installed modules in any sequence.

This task is a step in Roadmap: Installing Siebel CRM in an Update Installation Case (Existing Installation of Siebel CRM 25.x or Later).

To install Siebel CRM modules in an update installation

  1. Review Before You Install Siebel CRM and Installation Tasks for Siebel CRM and observe the requirements and recommendations.

    For example, if you are installing Siebel Enterprise components that will communicate with an existing configured installation of Siebel Gateway on another computer or operating system instance, then make sure that the Siebel Gateway is running.

    You can stop any Siebel Server or Siebel Gateway services running on the same computer where you are installing Siebel CRM. If you do not stop them, the installer will stop them for you.

  2. (Strongly recommended) Back up the Siebel database before installing Siebel CRM.

    Note: After installing Siebel CRM, allowing the PostInstallDBSetup utility to run, and optionally running RepositoryUpgrade, if you decide to restore your prior release, as described in Restoring a Prior Installation and Configuration, then, as part of this task, you can use this backup to restore the Siebel database to its prior state.
  3. (Strongly recommended) Back up the Siebel Gateway registry before installing Siebel CRM.

    Note: After installing Siebel CRM, if you decide to restore your prior release, as described in Restoring a Prior Installation and Configuration, then, as part of this task, you can use this backup to restore the Siebel Gateway registry to its prior state.
  4. Log on to the server computer:

    • (Windows) Log on to the server computer, using an account with administrative privileges, such as the Siebel service owner account that you recorded in the copy that you made earlier of the worksheet in Siebel Deployment Planning Worksheet. The account that you use must belong to the Windows domain of your Siebel CRM deployment and must have full write permissions to the Siebel File System.

    • (UNIX) Log on to the server computer, using the Siebel service owner account that you recorded in the copy that you made earlier of the worksheet in Siebel Deployment Planning Worksheet.

  5. (Windows) Shut down all of the open programs that are running on the server.

  6. Open a new window or shell. Navigate to the Siebel image location for your Siebel CRM 22.x release. For more information, see Creating the Siebel Installation Image on the Network.

    • (Windows) In Windows Explorer, navigate to the directory where the installer is located. Navigate to Siebel_Image\Disk1\install. In this path, Siebel_Image is the directory for your version-specific Siebel network image, such as C:\Siebel_Install_Image\22.7.

    • (LINUX) In the shell you opened, navigate to the directory where the installer is located. For example, for Linux, navigate to Siebel_Image/Disk1/install. In this path, Siebel_Image is the directory for your version-specific Siebel network image, such as /Siebel_Install_Image/22.7.

  7. Start the Siebel CRM installer for the current release:

    • (Windows) To start the installer, double-click setup.bat.

    • (UNIX) To start the installer, enter the following commands:

      dbenv.sh./runInstaller.sh -invPtrLoc inventory_location

    In this command, inventory_location is the full path of the oraInst.loc file (for example,/export/home/oraInst.loc), which points to the OUI inventory location. Use the -invPtrLoc option if you want to specify an inventory pointer file other than the default.

    Note: Optionally, for a silent (unattended) installation, you can append the flags described in the information about installing Siebel CRM in silent mode that is described in Installing Siebel CRM Using Silent Mode.

    The Siebel Installation Location screen appears.

  8. Select the location of your existing installation from the dropdown list, and click Next.

    If you are performing an update installation from a prior release of Siebel CRM that supports the new Siebel CRM installer (such as Siebel CRM 21.2, the first release to support the new installer), then the Backup Location screen appears.

  9. Specify the Backup Location details, and click Next.

    The default backup directory location is SIEBEL_ROOT\mde_backup. You can specify another location for this directory. A version-specific backup directory is created under this location when you perform an update installation from the prior release that supports the new Siebel CRM installer. For example:

    • If you are updating a release that does not support the new installer (Siebel CRM 17.0 through Siebel CRM 21.1) to a release that does support the new installer (such as Siebel CRM 22.7), then the backup directory is created as SIEBEL_ROOT_pre22.7.0.0.0, such as SES_pre22.7.0.0.0. This directory, which contains the complete installation, is created at the same level as the existing SIEBEL_ROOT directory. For uninstallation cases that involve restoring Siebel CRM 21.1 or earlier, see Uninstalling Siebel CRM.

      Note: For a prior installation of Siebel Web Client (from Siebel CRM 20.8 through Siebel CRM 21.1), the backup that is created might be fairly large, because it also includes a full copy of Oracle Database SE2.
    • If you are updating a release that supports the new installer (for example, updating Siebel CRM 21.4 to Siebel CRM 22.7), then the backup directory might be named SIEBEL_ROOT_21.4, such as SIEBEL_CRM_21.4 (for an installation directory of SIEBEL_CRM). This directory contains custom files and customer-modified files such as configuration files, which you might require if you must restore your prior release. For uninstallation cases that involve restoring Siebel CRM 21.2 or later, see Uninstalling Siebel CRM.

    The Database Parameters screen appears.

  10. Specify the database configuration details, and click Next.

    In this screen, you specify input for the PostInstallDBSetup utility, which runs after you perform an update installation from any prior release of Siebel CRM 17.0 or later. For more information, see About Database Updates for Siebel CRM.

    The Summary screen appears.

  11. In the Summary screen, review the information presented.

    This screen displays the location where Siebel CRM will be installed. Before you proceed, confirm that you have met all of the installation requirements, such as for disk space. Then do one of the following:

    • To begin installing Siebel CRM, click Install. You can also click Install after saving a response file.

    • To save a response file to use for a silent installation later, click Save Response File, and then save the file from the dialog box that appears. If you are not also installing at this time, then click Cancel after you save the response file. For information about performing silent installations, see Installing Siebel CRM Using Silent Mode.

    The Installation Progress screen appears. Siebel CRM is installed into the directory that you specified in Step 8.

  12. When the Next button becomes available, the installation is complete. Click Next.

    The Finish Installation screen appears. This screen indicates whether the installation was successful and shows the location of the installer log file. You can access this file to review the installation results.

  13. To close the installer, click Close.

    This update installation of Siebel CRM is now finished.