Roadmap: Installing Siebel CRM for a New Deployment

Use this roadmap to guide you in performing the installation and configuration tasks for deploying Siebel CRM, where there is no existing Siebel CRM installation and no existing Siebel database.

The following figure presents a simplified view of the installation and configuration tasks for Siebel CRM server modules for a new deployment, which are as follows:

1. Installation Tasks. Install Siebel Enterprise Server and the following components: Siebel Gateway, Siebel Server, Database Configuration Utilities (and other modules), Siebel Application Interface.

2. Configuration Tasks. Run the Database configuration Wizard and install Siebel Database. Run Siebel Management Console and configure the following: Security Profile, Siebel Gateway, Siebel Enterprise, Siebel Server, Siebel Application Interface (and other modules).

Note: This illustration does not mention installation or configuration tasks for security or the Siebel Migration application. However, those tasks, where applicable, are implicitly part of this roadmap.

Unless you use another authentication method, a Siebel database must exist before you can configure the Siebel CRM modules, in order to provide an authentication framework for the configuration tasks. (Database Configuration Utilities is no longer a selectable option for new installations. Instead, you install New Database Repository with the first Siebel Server.)

Note: You install Siebel CRM before you install the Siebel database or configure the Siebel CRM products. For more information, see Installation-Related Changes in Siebel CRM.

The installation process for Siebel CRM for a new deployment requires multiple tasks that you perform in the following general sequence:

1. Before performing installation and configuration tasks, review all documented requirements.

   See Before You Install Siebel CRM.

2. Create the network image for the current Siebel CRM release.

   See Creating the Siebel Installation Image on the Network.

3. Install Siebel CRM. You can select the following Siebel CRM modules to install:

   • Siebel Enterprise Components (includes Siebel Server, Siebel Gateway, Siebel Application Interface, and other components)

   • New Database Repository (requires installing Siebel Enterprise Components)

   • Ancestor Database Repository (requires installing Siebel Enterprise Components)

   • Siebel Web Client

   • Siebel Tools

   See Siebel CRM Download and Installation. In particular, see Installing Siebel CRM in a New Installation.

4. Choose the following configuration options, depending on your installation selections:

   • Application Interface Container Configuration

   • Enterprise Container Configuration

   • Siebel Web Client Configuration (Mobile Web Client or Developer Web Client)

   For these configuration options, you specify authentication information and port numbers that will be used by your Siebel CRM deployment. The port numbers must be unique on each installation computer or operating system instance. You must perform these tasks before you do Siebel Management Console configuration tasks.

   See Siebel CRM Download and Installation.

5. (Optional) Install Siebel Enterprise Components on additional nodes, such as if you will use Siebel Gateway clustering.

   See Configuring the Siebel Gateway Cluster.

6. Verify the installation of Siebel CRM modules.

   See Verifying and Troubleshooting Your Installation.

7. Configure the RDBMS.

   See Configuring the RDBMS.

8. Install the Siebel database.

   This task installs a Siebel database for Siebel CRM. This database contains schema changes, Siebel Repositories, and seed data for Siebel CRM functionality through the current release.

   See Installing the Siebel Database on the RDBMS.

9. Activate the license keys.

   See Activating License Keys.

10. Run the Siebel Management Console and configure your Siebel deployment:

    1. Configure a security profile.

    2. Configure the Siebel Gateway. (Configure the primary Siebel Gateway, for a cluster environment.)

    3. (Optional) Configure the Siebel Gateway cluster.

    4. Configure the Siebel Enterprise.

    5. Configure the Siebel Server.

    6. Configure the Siebel Application Interface.

    7. Perform any other configuration tasks that you require for your deployment.

    See Configuring Siebel CRM Server Modules.

11. Perform additional postinstallation tasks.

    See Additional Postinstallation and Configuration Tasks.

12. (Optional) Install additional Siebel CRM modules. For example:

    • Desktop Integration Siebel Agent (DISA)

    • Siebel Search software

    • Siebel Test Execution

    • Siebel Approval Manager

13. (Optional) Install and configure additional instances of Siebel Gateway, Siebel Server, or Siebel Application Interface if they are required for your deployment, then verify each installation.

14. Perform any remaining postinstallation tasks. For example, install any required third-party products.

    See the Certifications tab on My Oracle Support.

    See Additional Postinstallation and Configuration Tasks.

Related Topics

Installation-Related Changes in Siebel CRM

Roadmap: Installing Siebel CRM in an Update Installation Case (Existing Installation of Siebel CRM 25.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 Case (Existing Database Requiring Full Upgrade)

Related Books

Siebel CRM Update Guide and Release Notes on My Oracle Support