1. Developing and Deploying Siebel CRM
  2. Setting up the Siebel Tools Client

Setting up the Siebel Tools Client

In Siebel Innovation Pack 2017, you perform most configuration changes, such as adding custom fields or validation rules, using Siebel Web Tools. However, there are some types of configuration that require the Siebel Tools client, such as development of Workflow processes or Task-Based UI, as well as certain functions associated with upgrades, such as reviewing conflicts, that are identified by the Incremental Repository Merge (IRM) process. For this reason, you need to install Siebel Tools on all machines that you use for these purposes for all Siebel CRM configuration team members.

Siebel Tools must have database connectivity software. Before proceeding, install the required software for your database platform on each machine where you install Siebel Tools. In Siebel Innovation Pack 2017, Siebel Tools also installs the Oracle Express (Oracle XE) database platform. As a result, all clients on which Siebel Tools is installed, require the Oracle 32-bit Client, even if your server database is Microsoft SQL Server or IBM DB2.

To install Siebel Tools, first install the base Innovation Pack release, for example 17.0, then the most recent Monthly Update (for example, 18.5). Monthly Updates are always cumulative. If there is more than one patch set available, you only need to install the latest version.

Unlike the Siebel Enterprise Server (SES) and Siebel Application Interface (SAI) components, installing and configuring Siebel Tools is done in a single step. During the installation, all the information that Siebel Tools requires is requested. The majority of this information was specified during previous steps. For example, the server where the Gateway Server is deployed, the name of the Enterprise, and so on. You will be required to provide the following new information:

  • Directory Path for 32-bit Oracle Client. The Siebel Innovation Pack 2017 Siebel Tools installer always installs the Oracle XE database, and therefore requires pre-installation of the Oracle 32-bit Database Client. Specify the path of the client here, for example, C:\Oracle\client\product\12.1.0\client_1.

Note: When you install Siebel Tools, you are prompted to install the local database. Do not select and do not install the local database; Siebel Innovation Pack 2017 and later versions do not support the use of local databases for Siebel Tools.
After installing the base 17.0 release, perform the following tasks:

  • Install the most recent Monthly Update.

  • Verify that Siebel Tools connects to the Siebel CRM Enterprise database. You can do this by launching the Siebel Tools client, selecting the ServerDataSrc data source, and logging in using the SADMIN credentials.