PreviousNext JavaScript must be enabled to correctly display this content
  • 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