Siebel installation guide for microsoft windows

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Published on October 2021 | Categories: Documents | Downloads: 4 | Comments: 0 | Views: 66

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Steps involved in Installing Siebel Server in Linux/Unix environment.

Siebel Server Installation and Setup Steps.

Installing Siebel Software
Documents to be followed.

• Server Installation Guide

• Web Client Administration Guide

Steps:

• Prepare for Installation

Verify prerequisites

Supported HW, Supported OS, Required Third-party SW
ID which SW on which machines
Fast Ethernet between SS + DB Server

•  What Naming conventions should be used? (i.e. GW1, D1, S1, W1)
•  What Directory Structures should be used?
•  Siebel Service Owner Account/OS Account
•  Need Siebel Service Owner account for Enterprise server processes

Siebel Monitoring Account for Resonate
RDBMS Account(s)

Install RDBMS + Create Siebel Database

• Empty database/tablespace with miniimum requirements based on your project’s sizing
• Oracle, DB2, SQLServer

Create Siebel File System

• Must be accessible from machines running ES + Clients
• Must support long and case-sensitive filenames

Install  and Verify Siebel Software

Install Siebel Gateway Server

• May install on M machines in high-availability environment
• Verify by viewing directory + log files + seeing that NT/UNIX process is running

Install Siebel Enterprise Server

• · Run Enterprise prior to 1st Siebel Server (subsequent SS will specify this ES)
• · Must specify name of a SINGLE database

Install Siebel Server

Inspect SESsetup.log; verify NT/UNIX process is running for each SS

Install Siebel Database Server

• Run install.ksh
• Run grantusr.sql

Creates Siebel default users

• · Table owner = SIEBEL
• · Verify: log files + db connectivity + schema + seed data + repository data

Installation of Siebel Web Server Extension

• Install WebServer
• Install SWSE (eappweb.exe install program)
• Inspect virtual diectories.

Siebel Third-party products

• Post Installation
• Verify Client
• License Keys : Entered using tools

Because of the size of the .zip archives you’re going to download onto your hard disk, it is highly recommended to use a download management tool such as Free Download Manager (FDM).

FDM is my tool of choice because of a nice feature called “ZIP Preview” which allows you to preselect the content of the zip file before starting the download.

Personally I prefer virtual machines because of the greater flexibility. Some companies do not allow their employees to install software on corporate laptops, so running a (privately owned) virtual machine is sometimes the only option (sad, but true).

Now it’s time to log in to Oracle’s Software Delivery Cloud and search for Siebel CRM forMicrosoft Windows (64 bit). As we are going to download and install Siebel Industry Applications (SIA) 8.1.1, we have to click the hyperlink for

Siebel Industry Applications Innovation Pack 2013 Release 8.1.1.11 Media Pack for Microsoft Windows

Then we download the following archives and save them in a single directory. If your download manager allows to control the files to download within an archive, please refer to the list of .jar files below each package. Note that in this article we only cover the English-American (enu) language pack. If you want to download additional language packs, please ensure to include the language-specific files identified by the three-letter language code as part of the name (e.g. deu for German).

Step 6: Extract the installation archives

Most probably you are using a Microsoft Windows machine for the files, so it is recommended to use 7-Zip to extract the content of the downloaded zip archives into a single folder.

As a result of the extract, we have a folder full of .jar files and the files for the Network Image Creator.

Click to enlarge.

Step 7: Run the Network Image Creator

The Siebel Network Image Creator (snic) is needed to create the final installer directories and files. To launch it, you have to open a Windows command shell (aka DOS box) and navigate to the directory containing the extracted .jar files. Next, set the JAVA_HOME environment variable to the location of the Java runtime environment (JRE) on your machine using a command similar to the following (of course, if you haven’t installed the JRE yet, it is time to do so now):

set JAVA_HOME=C:Program FilesJavajre1.7.0_45

Your Java version and install folder might vary.

Next, launc the image creator by issuing the following command:

snic.bat

The wizard will launch and guide you through the network image creation process. Basically the image creator asks for the following:

1. Whether you want to create a new image or add a language pack (select “create a new image”).
2. Enter the path where to store the installer images. (enter a suitable path)
3. The version (8.1.1.0 or 8.1.1.11, see below)
4. The OS platform (select “Windows”)
5. The products (select “Siebel Tools”, “Siebel Web Client” and “Siebel Sample Database”)
6. The languages (select at least “ENU”)

Because the Siebel Developer Web Client and Siebel Tools must be installed with the base installer (8.1.1.0) first and then applying the patch (8.1.1.11), we must invoke the snic twice, once for each version. When the second run has finished, you will find the following directory structure in the location you provided in step 2.

Make IE the default browser

Because the installer for the Siebel Developer Web Client will try to pre-load the ActiveX controls, it launches an HTML page. This will only work as intended when Internet Explorer is the default browser for your system. To set IE as the default browser, open the Windows Control Panel, go to Default Programs, and click Set your default programs.

Next, select Internet Explorer in the list and click Set this program as default.

Note: you can change your default browser to the one you love more than IE once the installation is finished.

1. In Internet Explorer, go to Tools – Pop-up Blocker – Pop-up Blocker Settings.
2. Add http://localhost, http://%5Bshort machine name] and http://%5Bfully qualified machine name] to the allowed sites list (see screenshot below for an example)

Alternatively, set the blocking level to “Low” or disable the Pop-up Blocker entirely (if applicable).

1. In Internet Explorer, go to Tools – Internet Options – Security.
2. Select the Trusted Sites icon and click the Sites button.
3. Add http://localhost, http://%5Bshort machine name] and http://%5Bfully qualified machine name] to the Websites list (see screenshot below for an example)
4. Set the security level for the Trusted Sites zone to “Low”.
   Alternatively, click the Custom Level… button and set all ActiveX related entries to “Enable” or “Prompt”.

Internet Explorer settings for trusted sites.

Internet Explorer 9 settings

Step 9: Change compatibility settings and privileges for installer executables

Since we are installing on Windows 7 and Siebel 8.1.1.x clients are not officially supported on that OS, we have to switch the compatibility mode for oui.exe, module.exe (for Siebel_Web_Client and Siebel_Tools), install.exe and setup.exe (for the sample Siebel_Sample_Database) back to “Windows XP“. To be on the safe side, also check the “Run this program as an administrator” flag. To do so, right-click on the file in Windows Explorer, go to Properties and in the Compatibility tab, change the settings similar to the screenshot below.

The following procedure describes the installation of the Siebel Mobile Web Client for use with the Siebel Sample Database. Important: Don’t use or start any other programs until the installation is finished.

The installer for the Siebel Sample Database can be found in the Siebel_Sample_Database folder of the installation image. We can follow the procedure below to install the sample database. Again: Don’t use or start any other programs until the installation is finished.

To install the Siebel Tools base version (8.1.1.0), follow these steps:

Now, we prepare the client configuration files and (optionally) create .cfg files for running the Siebel Client in Open UI mode.

• Navigate to the client install folder and open the BINENU directory.
• Open the client .cfg file of your choice (e.g. uagent.cfg for Siebel Call Center)
• Set the EnableFQDN parameter to FALSE.
• To create a .cfg file for Open UI, it is recommended to copy an existing .cfg file and rename it to something like uagent_oui.cfg.
• In the copied file, find the [InfraUIFramework] section and add the following line:

    EnableOpenUI = TRUE

Repeat these steps for every application you want to use. For example, for Siebel Marketing, you would choose the market.cfg file.

Here is an example shortcut to launch Siebel Call Center in Open UI mode in the default browser:

D:siebelclientBINsiebel.exe /c D:siebelclientbinenuuagent_oui.cfg /d sample /u SADMIN /p SADMIN

Congratulations! You can now launch all Siebel CRM applications from the Start Menu and connect to the Sample data source.

Of course, there’s the Siebel Administrator account (SADMIN) to start with. The passwords in the sample database are equal to the account name. But there are more meaningful demo user accounts in the sample database.

Make sure you take a look into the Demo Users Reference (in the Siebel bookshelf) so you are one step ahead of the competition ;-).

Siebel Call Center 8.1.1.11 (slightly altered vanilla theme) in Open UI mode.

Because of the size of the .zip archives you’re going to download onto your hard disk, it is highly recommended to use a download management tool such as Free Download Manager (FDM).

FDM is my tool of choice because of a nice feature called «ZIP Preview» which allows you to preselect the content of the zip file before starting the download.

The ZIP Preview is especially useful to uncheck all the unneeded language packs, so that your final download size is much smaller (and faster).

When you decide to install FDM, you will notice that it creates plug-ins for your browser(s). To initiate the download in FDM, you simply click the link within your browser as usual and the download will be forwarded to FDM.

If you have access to My Oracle Support, you can access the system requirements and platform documentation via the Certifications tab as indicated here. For a self-study environment as installed in this article, you are fine if you have a recent laptop or desktop with at least 4 GB of RAM and (of course) Windows 7 64 bit. If you use virtual machines, ensure that you place them on high-speed disks and reserve enough RAM for best performance.

In addition, ensure that you have installed modern versions of your favorite browser, keeping in mind that if you intend to run Siebel in High-Interactivity (aka «ActiveX») mode, you must have Microsoft Internet Explorer 8 and not any higher version available. For best performance of Siebel Open UI, you should consider installing Google Chrome or Mozilla Firefox in addition to MS IE.

Personally I prefer virtual machines because of the greater flexibility. Some companies do not allow their employees to install software on corporate laptops, so running a (privately owned) virtual machine is sometimes the only option (sad, but true).

Now it’s time to log in to Oracle’s Software Delivery Cloud and search for Siebel CRM for Microsoft Windows (64 bit). As we are going to download and install Siebel Industry Applications 8.1.1.14, we have to click the hyperlink for

Siebel Industry Applications Innovation Pack 2014 Release 8.1.1.14 Media Pack for Microsoft Windows

Then we download the following archives and save them in a single directory. If your download manager allows to control the files to download within an archive, please refer to the list of .jar files below each package. Note that in this article we only cover the English-American (enu) language pack. If you want to download additional language packs, please ensure to include the language-specific files identified by the three-letter language code as part of the name (e.g. deu for German).

Most probably you are using a Microsoft Windows machine for the files, so it is recommended to use 7-Zip to extract the content of the downloaded zip archives into a single folder.

As a result of the extract, we have a folder full of .jar files and the files for the Network Image Creator.


Step 7: Run the Network Image Creator

The Siebel Network Image Creator (snic) is needed to create the final installer directories and files. To launch it, you have to open a Windows command shell (aka DOS box) and navigate to the directory containing the extracted .jar files. Next, set the JAVA_HOME environment variable to the location of the Java runtime environment (JRE) on your machine using a command similar to the following (of course, if you haven’t installed the JRE yet, it is time to do so now):

set JAVA_HOME=C:Program FilesJavajre1.7.0_45

Your Java version and install folder might vary.

Next, launch the image creator by issuing the following command:

snic.bat

The wizard will launch and guide you through the network image creation process. Basically the image creator asks for the following:

1. Whether you want to create a new image or add a language pack (select «create a new image»).
2. Enter the path where to store the installer images. (enter a suitable path)
3. The OS platform (select «Windows»)
4. The products (select «Siebel Tools», «Siebel Web Client» and «Siebel Sample Database»)
5. The languages (select at least «ENU»)

Wait until the wizard completes the extraction process and verify that the installer packages are now present in the path you provided.

Step 8: Prepare the browser

Make IE the default browser

Because the installer for the Siebel Developer Web Client will try to pre-load the ActiveX controls, it launches an HTML page. This will only work as intended when Internet Explorer is the default browser for your system. To set IE as the default browser, open the Windows Control Panel, go to Default Programs, and click Set your default programs.

Next, select Internet Explorer in the list and click Set this program as default.

Note: you can change your default browser back to the one you love more than IE once the installation is finished.

1. In Internet Explorer, go to Tools — Pop-up Blocker — Pop-up Blocker Settings.
2. Add http://localhost, http://[short machine name] and http://[fully qualified machine name] to the allowed sites list (see screenshot below for an example)

Alternatively, set the blocking level to «Low» or disable the Pop-up Blocker entirely (if applicable).

1. In Internet Explorer, go to Tools — Internet Options — Security.
2. Select the Trusted Sites icon and click the Sites button.
3. Add http://localhost, http://[short machine name] and http://[fully qualified machine name] to the Websites list (see screenshot below for an example)
4. Set the security level for the Trusted Sites zone to «Low».
   Alternatively, click the Custom Level… button and set all ActiveX related entries to «Enable» or «Prompt».
   Update: With IE 8, the setting «Only allow approved domains to use ActiveX without prompt» should be set to disabled as per MOS Document Id 1270206.1 (thanks to Tobias for the hint).

Internet Explorer settings for trusted sites.

Internet Explorer 9 settings

The following procedure describes the installation of the Siebel Mobile Web Client for use with the Siebel Sample Database. Important: Don’t use or start any other programs until the installation is finished.

The installer for the Siebel Sample Database can be found in the Siebel_Sample_Database folder of the installation image. We can follow the procedure below to install the sample database. Again: Don’t use or start any other programs until the installation is finished.

To install Siebel Tools, follow these steps:

Now, we prepare the client configuration files and (optionally) create .cfg files for running the Siebel Client in Open UI mode.

• Navigate to the client install folder and open the BINENU directory.
• Open the client .cfg file of your choice (e.g. uagent.cfg for Siebel Call Center)
• Set the EnableFQDN parameter to FALSE.
• If you want to run HI and Open UI in parallel, it is recommended to create separate .cfg files. For example if you chose to activate Open UI during the client installation, copy an existing file such as uagent.cfg and rename the copy to uagent_hi.cfg or similar.
• In the copied file, find the [InfraUIFramework] section and add the following line:

    EnableOpenUI = FALSE

Repeat these steps for every application you want to use. For example, for Siebel Marketing, you would choose the market.cfg file.

Note that you must point to the 32-bit version of IE to run the HI client. For Open UI, you can use any modern browser (IE 10+, Firefox, Chrome, Safari, etc.) in its 32-bit or 64-bit variant.

Here is an example shortcut to launch Siebel Call Center in Open UI mode in the default browser:

D:siebelclientBINsiebel.exe /c D:siebelclientbinenuuagent.cfg /d sample /u SADMIN /p SADMIN

Check out this post for additional switches for siebel.exe and siebdev.exe.

Congratulations! You can now launch all Siebel CRM applications from the Start Menu, connect to the Sample data source and explore Siebel standard functionality.

Of course, there’s the Siebel Administrator account (SADMIN) to start with. The passwords in the sample database are equal to the account name. But there are more meaningful demo user accounts in the sample database.

Make sure you take a look into the Demo Users Reference (in the Siebel bookshelf) so you are one step ahead of the competition ;-).

Siebel Call Center IP 2014

Summary

Quite a stretch but with a bit of effort you will soon be able to call a Siebel CRM IP 2014 self-study environment your own. Now you are ready to explore the latest and greatest features such as Open UI and Siebel Mobile Applications on your own computer.

have a nice install day

@lex