Siebel Installation Guide For MS Win

Siebel Installation Guide
for Microsoft Windows

Siebel Innovation Pack 2013
Version 8.1/8.2, Rev. A
April 2014
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Contents
Siebel Installation Guide for Microsoft Windows 1
Chapter 1:
Whats New in This Release
Chapter 2:
Overview of Installing Siebel Business

Applications
Installation-Related Changes for Siebel Innovation Pack 2013

Before You Install Siebel Business Applications
27
30
Overview of Siebel Business Applications Server Architecture
31
Roadmap for Installing and Configuring Siebel Business Applications for a New
Deployment 32
Roadmap for Installing and Configuring Siebel Business Applications in an Upgrade
Case (Existing Database) 36
Roadmap for Installing Siebel Business Applications in a Patch Installation Case
(Existing Installation) 39
Chapter 3:
Installing Siebel Enterprise Server Components

and the Siebel Web Server Extension
About Installing Siebel Business Applications

Installing Siebel Enterprise Server
41
42
Installing Siebel Enterprise Server as a New Installation 42

Installing Siebel Enterprise Server as a Migration Installation
Installing the Siebel Web Server Extension
46
49
Installing the Siebel Web Server Extension as a New Installation 50

Installing the Siebel Web Server Extension as a Migration Installation
53
Installing Siebel Enterprise Server Components and Siebel Web Server Extension in
Unattended Mode 55
Chapter 4:
Configuring Siebel Enterprise Server

Components and the Siebel Web Server
Extension
About Configuring Siebel Business Applications

Starting a Siebel Configuration Wizard
59
60
Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A
Contents
Configuring the Siebel Gateway Name Server

Configuring the Siebel Enterprise
Installing the Siebel Database
72
Configuring the Siebel Server
72
63
64
Process of Configuring the Siebel Web Server Extension
76
Configuring the SWSE Logical Profile 77

Applying the SWSE Logical Profile 83
About Configuring the Siebel Web Server Extension
Chapter 5:
85
Installing the Siebel Database on the RDBMS
About Installing the Siebel Database
87
About Installing a Database 88

About Adding a Language to an Existing Database 89
About Database Updates for Siebel CRM Version 8.1.1.11 or Version 8.2.2.4
Creating Table Owner and Administrator Accounts
89
90
Running the grantusr.sql Script on an Oracle Database 90

Running the grantusr.sql Script on IBM DB2 91
Running the grantusr.sql Script on Microsoft SQL Server 93
Installing the Stored Procedures and User-Defined Functions on IBM DB2

94
Setting Up Your Environment to Support Global Time Zone

Populating the Siebel File System
99
100
Importing a Siebel Repository Manually into the Siebel Database
Chapter 6:
93
100
Additional Postinstallation and Configuration

Tasks
Starting the Siebel Gateway Name Server

Starting the Siebel Server Service
105
106
Process of Configuring Load Balancing for Siebel Business Applications
106
Generating the Load Balancing Configuration File (lbconfig.txt) 107

Setting Up a Third-Party HTTP Load Balancer 108
Setting the Load Balancer Connection Timeout Interval 110
Monitoring Servers with Siebel Native Load Balancer or Third-Party HTTP Load Balancers
110
Preparing to Run Siebel Server Components
111
Enabling and Disabling Server Component Groups
112
Contents
Enabling and Disabling Language-Specific Application Object Managers and Adding

Languages 112
Synchronizing Batch Components 113
Saving Component Job Definitions During an Upgrade 113
Migrating Siebel Enterprise Server and Siebel Server Parameter Settings 114
Performing Additional Tasks to Configure Siebel Servers 114
Enabling Siebel Open UI 114
Updating the CRC Parameter 117
Obtaining Updated Siebel Repository Files 118
About Installing Additional Siebel Servers for an Existing Siebel Enterprise 119
About Installing and Deploying Siebel Business Applications with Multiple Languages
120
About Language Deployment and the Siebel Network Image 121
About Language Deployment and Patch Installations 121
About Language Deployment on Siebel Server and Siebel Web Server Extension 122
About Language Deployment Tasks Using the Database Configuration Wizard 123
About Language Deployment for Unshipped Languages 123
Limitations for Installing Additional Languages 124
Scenarios for Installing and Deploying Multiple Languages 125
Installing and Deploying All Required Languages Once 126
Installing All Required Languages but Deploying Some Languages Later 127
Installing and Deploying Additional Languages 129
Importing Locale-Specific Data into the Siebel Repository 131
Additional Tasks for the Siebel Web Server Extension and the Web Server
132
Verifying the Siebel Virtual Directories on the Web Server 133

Creating Custom Virtual Directories 134
Supporting ASP Pages and Siebel Virtual Directories on the Same Instance of Microsoft IIS
134
Setting SWSE and Virtual Directory Permissions 134
Restarting the Web Server 135
Enabling HTTP Compression for Siebel Business Applications 135
Editing the SWSE Configuration File (eapps.cfg) 137
Configuring the Default HTTP and HTTPS Ports for the Web Server 138
About the Siebel Enterprise Security Token 138
Updating Web Server Static Files Using the Siebel Enterprise Security Token 139
Chapter 7:
Installing Siebel Web Clients and Siebel Tools
About Installing the Siebel Web Client or Siebel Tools

Siebel Web Client Installer Workflow 142
About ActiveX Controls for High Interactivity
Process of Installing the Siebel Web Client
141
143
143
Contents
Installing the Siebel Web Client as a New Installation 144

Installing the Siebel Web Client as a Patch Installation 148
Process of Installing Siebel Tools
149
Installing Siebel Tools as a New Installation 150

Installing Siebel Tools as a Patch Installation 153
Installing Siebel Web Clients and Siebel Tools in Unattended Mode

Installing and Using the Siebel Sample Database
157
Procedure for Installing the Siebel Sample Database 158

About the Siebel Sample Database ConnectString Parameter
Using the Siebel Sample Database with Siebel Tools 160
Postinstallation Tasks for High Interactivity Clients

Logging in to Your Siebel Application
154
160
161
162
Before Logging in to Your Siebel Application 162

Logging in Using the Siebel Developer Web Client 164
Logging in Using the Siebel Mobile Web Client 164
Logging in Using the Siebel Web Client 165
Siebel Web Client Shortcuts and Startup Options

Siebel Web Client Shortcuts 165
Siebel Web Client Startup Options 167
Creating Custom Siebel Application Shortcuts
About Siebel QuickStart
168
169
Enabling and Disabling Siebel QuickStart
Chapter 8:
165
171
Verifying and Troubleshooting Your

Installation
Verifying Installation for the Siebel Enterprise Server

Verifying Installation for the Siebel Database
175
180
Verifying Installation for the Siebel Web Server Extension

Verifying Installation for the Siebel Web Client
Verifying Installation for Siebel Tools
Verifying the ODBC Data Source
182
185
187
191
Verifying Network Connectivity for the Siebel Server Computer

Verifying Network Connectivity for Mobile Users
195
197
Verifying That the Siebel Gateway Name Server Has Started
197
Troubleshooting Installation and Configuration for Siebel Enterprise Server
198
Contents
Troubleshooting Installation for the Siebel Database
202
Troubleshooting Installation for the Siebel Web Server Extension
203
Configuring the Siebel Mobile Web Client When Neither Siebel VB nor Siebel eScript
Is Licensed 206
About the Environment Verification Tool
206
Using the Environment Verification Tool
209
Chapter 9:
Cloning a Siebel Installation
About Cloning a Siebel Installation
215
Requirements When Cloning an Installation

Limitations When Cloning an Installation
Process of Cloning a Siebel Installation
217
219
220
Creating a Clone on a Source Computer 220

Deploying a Clone on a Target Computer 221
Properties Files Used in Cloning Operations
222
Properties File Settings for Cloning an Installation
223
Chapter 10: Installing and Configuring Siebel Management

Agents and Siebel Management Server
About Siebel Management Agent and Siebel Management Server
Process of Installing Siebel Management Server
231
232
Installing Siebel Management Server as a New Installation 232

Installing Siebel Management Server as a Patch Installation 234
Command-Line Options for the Siebel Management Server Installer
235
About Configuring Siebel Management Agents and Siebel Management Server
236
Process of Configuring Siebel Management Agents and Siebel Management Server

240
Configuring Siebel Management Agents 241
Configuring Siebel Management Server 243
Using Perl Scripts to Finish Configuring Siebel Management Agents and Siebel
Management Server 248
Restarting Siebel Management Server After Installation and Configuration 250
Chapter 11: Installing Siebel Charts

About Installing Siebel Charts
Installing Siebel Charts
251
252
Contents
Configuring Siebel Charts
252
Changing the Siebel Charts Server Used by Siebel Web Clients
254
Chapter 12: Uninstalling Siebel Business Applications

About Uninstalling Siebel Business Applications
255
Uninstallation Options for Siebel Modules 256

Requirements for Uninstalling Siebel Business Applications 256
Limitations for Uninstalling Siebel Business Applications 259
Process of Removing Configuration Data

Removing
Removing
Removing
Removing
Removing
the
the
the
the
the
261
SWSE Configuration 261

Siebel Server Configuration 262
SWSE Logical Profile 262
Siebel Enterprise Configuration 263
Siebel Gateway Name Server Configuration
264
Uninstalling Siebel Enterprise Server or Siebel Web Server Extension
265
Uninstalling the Siebel Enterprise Server 265

Rolling Back the Siebel Enterprise Server 266
Uninstalling the Siebel Web Server Extension 268
Rolling Back the Siebel Web Server Extension 269
Uninstalling Siebel Web Clients

Uninstalling Siebel Tools
270
271
Uninstalling the Siebel Management Server

Uninstalling Siebel Charts
272
273
About Uninstalling Earlier Versions of Siebel Business Applications
274
Chapter 13: Requirements for Installing and Configuring

Siebel Business Applications
About Installing Siebel Business Applications
About
About
About
About
About
277
Documented Requirements 278

Siebel CRM Releases 278
Installing in Upgrade Environments 281
Language Installation 282
Oracle Configuration Manager 282
Planning Your Siebel Deployment
283
Preparing the Hardware and Planning Topologies 284

Planning Siebel Server Load Balancing 285
Planning Disk Space and Configuration Requirements 286
Planning RDBMS Installation and Configuration 287
Contents
Managing Temporary Disk Space Required by Siebel Installers and Wizards 289
About The Language in Which Siebel Installers and Wizards Run 290
Planning to Install Multiple Instances of Siebel Business Applications 290
Specifying the Locale for Siebel Business Applications 292
Restrictions on Host Names for Siebel Gateway Name Server and Siebel Server 292
Restrictions on Names for Siebel Enterprise and Siebel Server 293
File and Directory Naming Conventions 294
Creating the Siebel File System 295
Creating the Siebel Service Owner Account 300
Installation and Configuration Methods by Deployment Type 300
Requirements for Installing and Configuring Siebel Enterprise Server Components

303
General Requirements for Installing and Configuring Siebel Enterprise Server Components
304
Requirements for Siebel Gateway Name Server Authentication 306
Requirements for Installing and Configuring the Siebel Gateway Name Server 308
Requirements for Installing and Configuring the Siebel Server 308
Requirements for Installing the Siebel EAI Connector 311
Requirements for Installing and Configuring the Siebel Web Server Extension
311
About the Siebel Web Server Extension 312

Installing the Web Server 313
General Requirements for Installing and Configuring the Siebel Web Server Extension
314
Support for Heterogeneous Environments 315
Siebel Web Server Extension Requirements for Siebel Load Balancing 315
Requirements for User Permissions for the Siebel Web Server Extension 316
Requirements for Stopping and Starting the Web Server 316
Requirements for Configuring Anonymous Users for the Siebel Web Server Extension
317
Requirements for Binary Coexistence of the Siebel Web Server Extension 318
Requirements for Installing and Configuring the Siebel Database

Requirements for Installing Siebel Web Clients
Requirements for Installing Siebel Tools
319
322
324
Requirements for Installing and Configuring Siebel Management Agents and Siebel
Chapter 14: Configuring the RDBMS

Overview of Database Configuration
327
Configuring an Oracle Database for Siebel Business Applications

Guidelines for Selecting a Language for Oracle Database
329
330
Contents
Guidelines
Guidelines
Guidelines
Guidelines
Guidelines
Guidelines
Guidelines
Guidelines
Guidelines
for
for
for
for
for
for
for
for
for
Configuring Settings in the init.ora File 331

Sizing Redo Logs for an Oracle Database 332
Creating Oracle Tablespaces 333
Sizing the Oracle Database 334
Creating Temporary Oracle Tablespaces 334
Overriding Oracle Default Tablespaces for Database Objects 334
Creating Oracle Database Objects 335
Ongoing Oracle Database Administration 336
Using Real Application Clusters for an Oracle Database 337
Configuring an IBM DB2 Database for Siebel Business Applications

Guidelines
Guidelines
Guidelines
Guidelines
Guidelines
Guidelines
Guidelines
Guidelines
Guidelines
Guidelines
Guidelines
for
for
for
for
for
for
for
for
for
for
for
337
Setting IBM DB2 Database Manager Configuration Parameters 338

Selecting a Language for IBM DB2 339
Creating the IBM DB2 Database 340
Setting IBM DB2 Configuration Parameters 341
Setting Up IBM DB2 Buffer Pools 343
Creating IBM DB2 Tablespaces 344
Overriding IBM DB2 Default Tablespaces for Database Objects 345
Preventing IBM DB2 from Running Out of ODBC Statement Handles 347
Determining IBM DB2 Log Space 347
Creating IBM DB2 Database Objects 348
Managing IBM DB2 Fragmentation 348
Configuring a Microsoft SQL Server Database for Siebel Business Applications

Guidelines
Guidelines
Guidelines
Guidelines
Guidelines
352
Guidelines
Guidelines
for
for
for
for
for
349
Configuring Microsoft SQL Server Parameters 350

Selecting a Language for Microsoft SQL Server 351
Creating the Microsoft SQL Server Database 352
Allocating Microsoft SQL Server Database Log Space 352
Overriding Microsoft SQL Server Default Tablespaces for Database Objects
for Creating Microsoft SQL Server Database Objects 353

for Ongoing Microsoft SQL Server Administration 354
Configuring Siebel Server Connectivity to the Siebel Database
355
Chapter 15: Creating the Siebel Installation Image on the

Network
About the Siebel Network Image
357
Obtaining Siebel Installation Media Files

Siebel Installation Media Contents
358
360
Preparing to Create a Siebel Installation Image
363
Determining the Location for the Siebel Media Files and the Siebel Image
Requirements for the Siebel Image Directories 365
10
363
Contents
Cross-Platform Issues When Creating Siebel Image Directories

Requirements for Running Siebel Image Creator 366
Creating a Siebel Installation Image
365
368
Troubleshooting Siebel Image Creation
371
Appendix A: Siebel Deployment Planning Worksheet

About the Deployment Planning Worksheet
Team Lead Summary
373
374
Siebel Enterprise Server Names and Installation Directories

Siebel Accounts, Host Names, and Static IP Addresses
Cluster Deployment Data
374
375
376
Ports and RDBMS Details Data
377
Appendix B: Siebel Configuration Wizard Reference

About the Siebel Configuration Wizards
379
Where to Find Configuration Tasks 380

Siebel Configuration Wizards Associated with Installable Components
Siebel Configuration Wizard Syntax Elements 383
381
Options for Configuring the Siebel Gateway Name Server, the Siebel Enterprise, and
the SWSE Logical Profile 384
Settings for Configuring the Siebel Gateway Name Server
Settings for Configuring the Siebel Enterprise
386
Options for Configuring the Siebel Server
393
Settings for Configuring the Siebel Server
394
Options for Configuring the Siebel Web Server Extension

Settings for Configuring the SWSE Logical Profile
Settings for Applying the SWSE Logical Profile
385
397
398
405
Index
11
Contents
12
Siebel Installation Guide for Microsoft Windows describes the installation and initial configuration of
Oracles Siebel Business Applications. The installation and configuration tasks are covered for Siebel
Enterprise Server software, Siebel Web Server Extension (SWSE), Siebel Mobile Web Clients, Siebel
Tools, and other installable Siebel modules.
NOTE: The Siebel Installation Guide for the operating system you are using is for installing Siebel
Innovation Pack 2013. This innovation pack is provided for Siebel CRM version 8.1.1.11 and version
8.2.2.4. The functionality described in this guide applies to these releases and in some cases does
not apply to any previous release. For information about the features in these releases, see the
applicable Siebel Maintenance Release Guide on My Oracle Support.
Whats New in Siebel Installation Guide for Microsoft Windows,

Version 8.1/8.2, Rev. A
Table 1 on page 13 lists the changes described in this version of the documentation to support this
release of the software. The new features described in Table 1 are available in Siebel CRM version
8.1.1.11, Siebel CRM version 8.2.2.4, and later.
Table 1.
Whats New in Siebel Installation Guide for Microsoft Windows, Version 8.1/8.2, Rev. A
Topic
Description
Roadmap for Installing and

Configuring Siebel Business
Applications for a New Deployment
on page 32
Modified topics. Updated these and other topics to mention

Siebel Patchset releases. Also updated them to mention the
requirement to obtain the updated Siebel Repository files
(SRF).
Roadmap for Installing and

Applications in an Upgrade Case
(Existing Database) on page 36
Roadmap for Installing Siebel
Business Applications in a Patch
Installation Case (Existing
Installation) on page 39
About Installing Siebel Business
Applications on page 277
Configuring the Siebel Server on
page 72
Settings for Configuring the Siebel
Server on page 394
Modified topics. Deleted references to configuring Siebel

Server synchronization for Microsoft Exchange Server. For
more information, see Siebel Server Sync Guide.
13
Table 1.
Whats New in Siebel Installation Guide for Microsoft Windows, Version 8.1/8.2, Rev. A
Topic
Description
Configuring the SWSE Logical

Profile on page 77
Modified topics. The task for configuring the SWSE logical

profile now includes an option to specify the virtual Web site
name in which the virtual directories for the Siebel
applications will be created.
Verifying the Siebel Virtual

Directories on the Web Server on
page 133
Removing the SWSE Configuration
on page 261
Settings for Configuring the SWSE
Logical Profile on page 398
NOTE: This option applies only if you are using Microsoft IIS
7 or later and you have installed Siebel Patchset 5 or later on
top of the current release, Siebel CRM version 8.1.1.11 or
version 8.2.2.4.
The HTTP and HTTPS port number options apply to the virtual
Web site name that you specify. The virtual directories are no
longer created in the virtual Web site named Siebel unless
this name is explicitly specified.
Obtaining Updated Siebel

Repository Files on page 118
Modified topic. Customers need the updated Siebel

Repository files (SRF) before running Incremental Repository
Merge or upgrading the Siebel database.
Limitations for Installing Additional

Languages on page 124
Modified topic. Updated the information about limitations for

Siebel Web Clients and Siebel Tools.
Before Logging in to Your Siebel

Application on page 162
Modified topic. The Siebel Web Clients support tabbed

browsing.
Uninstallation Options for Siebel

Modules on page 256
Modified topic. Updated the information about rollback

uninstallations.
Planning Disk Space and

Configuration Requirements on
page 286
Modified topic. Some of the information in this topic was

formerly presented in Siebel System Requirements and
Supported Platforms on Oracle Technology Network.
Requirements for Configuring

Anonymous Users for the Siebel
Web Server Extension on page 317
Modified topic. Updated the information about configuring

anonymous users for employee applications and customer
applications.
Chapter 13, Requirements for

Installing and Configuring Siebel
Business Applications
Modified chapters. These are now chapters instead of

appendixes.
Chapter 14, Configuring the

RDBMS
Chapter 15, Creating the Siebel
Installation Image on the Network
14

Version 8.1/8.2
release of the software. The new features described in Table 2 are available in Siebel CRM version
8.1.1.11, Siebel CRM version 8.2.2.4, and later.
Table 2.
Whats New in Siebel Installation Guide for Microsoft Windows, Version 8.1/8.2
Topic
Description
Multiple topics
Modified topics. For Siebel CRM version 8.1.1.9 and later, and
for Siebel CRM version 8.2.2.2 and later, the system
requirements and supported platform certifications are
available from the Certifications tab on My Oracle Support.
Updated references throughout this guide. For more
information, see 1492194.1 (Article ID) on My Oracle Support
Installation-Related Changes for

Siebel Innovation Pack 2013 on
page 27
New topic. Summarizes several important changes to the

installers for Siebel Enterprise Server and Siebel Web Server
Extension (SWSE), affecting both new installations and patch
installations. Patch installations for these server modules are
also called migration installations. The installation for the
Siebel Sample Database has also changed.
Roadmap for Installing Siebel

Business Applications in a Patch
Installation Case (Existing
New topic. Summarizes the installation tasks for the current

release that you perform for existing installations of Siebel
Business Applications.

as a New Installation on page 42
Modified topic. Describes the updated method of performing

a new installation of Siebel Enterprise Server.

as a Migration Installation on
page 46
New topic. Describes how to perform a migration installation

of Siebel Enterprise Server for the current release. This
method replaces the patch installation method formerly
described in Siebel Maintenance Release Guide on My Oracle
Support.
Installing the Siebel Web Server

Extension as a New Installation on
page 50
Modified topic. Describes the updated method of performing

a new installation of SWSE.

Extension as a Migration
Installation on page 53
New topic. Describes how to perform a migration installation

of SWSE for the current release. This method replaces the
patch installation method formerly described in Siebel
Maintenance Release Guide on My Oracle Support.

Components and Siebel Web Server
Extension in Unattended Mode on
page 55
Modified topic. Describes the updated method of creating a

response file. Also includes updated information about
performing an unattended installation.
15
Table 2.
Topic
Description
About Database Updates for Siebel

CRM Version 8.1.1.11 or Version
8.2.2.4 on page 89
Modified topics. For an existing installation of Siebel CRM

version 8.1.1.x or version 8.2.2.x, running Incremental
Repository Merge is required after you install the current
release, Siebel Innovation Pack 2013, in a migration
installation.
About Siebel CRM Releases on

page 278
Installing the Stored Procedures
and User-Defined Functions on IBM
DB2 on page 93
Modified topic. Includes information that is applicable to IBM

DB2 64-bit databases.
Updating the CRC Parameter on

page 117
New topic. This topic formerly appeared in Siebel

Enabling Siebel Open UI on

page 114
Modified topic. Includes updated information about enabling

Siebel Open UI for the current release.

Modified topic. Includes updated information about obtaining

updated SRF files for the current release.
About Installing and Deploying

Siebel Business Applications with
Multiple Languages on page 120
Modified topic. Includes updated information about adding

languages to an existing installation of the same version by
configuring the Siebel Enterprise Server or SWSE installer to
run in unattended mode (silent mode). Some limitations that
formerly applied for adding languages for earlier releases no
longer apply.
Importing Locale-Specific Data into

the Siebel Repository on page 131

Restarting the Web Server on

page 135

Maintenance Release Guide on My Oracle Support. Use this
topic in conjunction with Requirements for Stopping and
Starting the Web Server on page 316.
Installing the Siebel Web Client as

a New Installation on page 144
Modified topics. Corrected the name of the Siebel Web Client

installer program for Siebel CRM version 8.1.1.
Installing Siebel Web Clients and

Siebel Tools in Unattended Mode on
page 154
Installing Siebel Tools as a New
Modified topics. Corrected the name of the Siebel Tools

installer program for Siebel CRM version 8.1.1.

page 154
16
Table 2.
Topic
Description

a New Installation on page 144
Modified topics. Corrected references to the default

installation directory for the Siebel Web Client installer for
Siebel CRM version 8.2.2.
Verifying Installation for the Siebel

Web Client on page 185
File and Directory Naming
Conventions on page 294
Installing Siebel Tools as a New
Verifying Installation for Siebel
Tools on page 187
Modified topics. Corrected references to the default

installation directory for the Siebel Tools installer for Siebel
CRM version 8.2.2.
File and Directory Naming

Conventions on page 294
a Patch Installation on page 148
New topic. Describes how to perform a patch installation of

the Siebel Web Client for the current release. This information
was previously published in Siebel Maintenance Release
Guide on My Oracle Support.

page 154
Modified topic. Includes updated information about saving a

response file and performing an unattended installation.
Installing Siebel Tools as a Patch


Siebel Tools for the current release. This information was
previously published in Siebel Maintenance Release Guide on
My Oracle Support.
Installing and Using the Siebel

Sample Database on page 157
Modified topic. Includes updated information about installing

a new Siebel Sample Database for the current release, Siebel
CRM version 8.1.1.11 or version 8.2.2.4.
Postinstallation Tasks for High

Interactivity Clients on page 161


on page 191
Updated topic. The Siebel Security Guide now describes

installing the Oracle Database Client for the current release.
Installing Siebel Management

Server as a Patch Installation on
page 234

the Siebel Management Server for the current release. This
information was previously published in Siebel Maintenance
Release Guide on My Oracle Support.
17
Table 2.
Topic
Description
About Uninstalling Siebel Business

Modified topic. Describes the full uninstallation and rollback

uninstallation options for Siebel CRM version 8.1.1.11 or
version 8.2.2.4, and the applicable requirements and
limitations. Rollback uninstallation for Siebel Enterprise
Server and SWSE is available only after performing a
migration installation.
Rolling Back the Siebel Enterprise

Server on page 266
New topic. Describes how to roll back an installation of the

current release to an earlier version. You can perform this
task after you have performed a migration installation for
Siebel Enterprise Server.
Rolling Back the Siebel Web Server

Extension on page 269
New topic. Describes how to roll back an installation of the

current release to an earlier version. You can perform this
task after you have performed a migration installation for
SWSE.

Modified topic. Includes updates because of changes in the

Siebel Enterprise Server and SWSE installers.

page 278
Modified topic. Summarizes the major Siebel CRM installable

modules for Siebel Innovation Pack 2013 and shows which
versions support which types of installations. Mentions the
new migration installation type for Siebel Enterprise Server
and SWSE. Mentions the new installer for the Siebel Sample
Database.
About Oracle Configuration

Manager on page 282
Modified topic. It is now recommended to specify valid My

Oracle Support credentials for Oracle Configuration Manager
during the installation of Siebel Enterprise Server or SWSE.
Oracle Configuration Manager is installed with both new
installations and migration installations, and it is configured
automatically after the installation.
Creating the Siebel File System on

page 295
Modified topic. Includes information about configuring the

Siebel File System to exclude certain file types, as
determined by their file extensions.
General Requirements for

Installing and Configuring Siebel
Enterprise Server Components on
page 304
Modified topics. For the current release, you cannot add new
Siebel Enterprise Server components to an existing
installation by using the Siebel Enterprise Server installer.
Requirements for Installing and

page 308
Installing the Web Server on
page 313
18
Modified topic. Includes information about enabling 32-bit

applications for Microsoft IIS 7.5.
Table 2.
Topic
Description

on page 357 and other topics
Modified topics. For Siebel Enterprise Server and SWSE, you

create a Siebel image only for the current release, Siebel CRM
version 8.1.1.11 or version 8.2.2.4. For version 8.1.1.11, the
Siebel Image Creator no longer presents a choice of full or
patch image, and the image you create does not include a
version 8.1.1 installer. Siebel CRM version 8.1.1 or version
8.2.2 media or Siebel images are not used for Siebel
Enterprise Server or SWSE.
For Siebel Sample Database, you create a Siebel image only
for the current release, Siebel CRM version 8.1.1.11 or
version 8.2.2.4.
Requirements for Running Siebel

Image Creator on page 366
Modified topics. Includes information about running Siebel

Image Creator in unattended mode.
Creating a Siebel Installation

Image on page 368

Version 8.1, Rev. D
release of the software. (Version 8.1, Rev. D of this guide was for Siebel CRM version 8.1.1.10.
Significant installer changes were introduced in Siebel CRM version 8.1.1.11.)
19
Table 3.
Whats New in Siebel Installation Guide for Microsoft Windows, Version 8.1, Rev. D
Topic
Description

page 114
Modified topics. Siebel database updates are available for

Siebel CRM version 8.1.1.10. These updates are available in
a new database installation. Alternatively, these updates are
available for an existing database by using the Incremental
Repository Merge feature or by upgrading the Siebel
database, as appropriate for your installed software.
About Installing the Siebel

Database on page 87
Installing the Siebel Database on
page 94
About Installing in Upgrade
Environments on page 281
Applying the SWSE Logical Profile

on page 83
page 133
Creating Custom Virtual
Directories on page 134
on page 261
For information about the product enhancements in Siebel Fix

Pack 8.1.1.10 (also known as Siebel Innovation Pack 2012),
see the applicable Siebel Maintenance Release Guide on My
Oracle Support, 880452.1 (Article ID). For information about
setting up and using Incremental Repository Merge and about
database upgrades, see Siebel Database Upgrade Guide.
Modified topics. Configuring the Siebel Web Server Extension
(SWSE) now supports Microsoft IIS 7 or later in native mode.
Native support is available only if you configure the SWSE
after installing Siebel Fix Pack 8.1.1.10 or later.
For Microsoft IIS 7 or later, the Siebel virtual directories are
now created under the virtual Web site Siebel instead of
Default Web Site. The SWSE Configuration Wizard creates the
virtual directories using the files eapps_virdirs.bat and
eapps_virdirs_sia_latest.bat.

page 313
NOTE: SWSE logical profile configuration has changed for the

current release, Siebel CRM version 8.1.1.11, with Siebel
Patchset 5. For more information, see Whats New in Siebel
Installation Guide for Microsoft Windows, Version 8.1/8.2, Rev.
A on page 13.

page 114
Modified topic. Added more information about the parameters

for enabling Siebel Open UI and how to set them.

New topic. Added information about obtaining updated Siebel

Repository files (SRF) for Siebel Fix Pack 8.1.1.10.

page 308
Requirements for Installing Siebel
Web Clients on page 322
20
Modified topic. Added information about obtaining the

updated Siebel Sample Database file (DBF) for Siebel Fix Pack
8.1.1.10.
Table 3.
Whats New in Siebel Installation Guide for Microsoft Windows, Version 8.1, Rev. D
Topic
Description

on page 191
Modified topic. Updated information about running the

Microsoft ODBC Administrator on Windows 2008.
Troubleshooting Installation for the

Siebel Web Server Extension on
page 203
Modified topics. Updated information about user accounts for

Microsoft IIS.
Requirements for User Permissions

for the Siebel Web Server
Chapter 9, Cloning a Siebel
Installation
Modified topics. Updated information in multiple topics about

the role of the Siebel Gateway Name Server and configuration
data in usage cases for cloning a Siebel Server installation.

page 278
Modified topic. Mentioned Incremental Repository Merge,

which is an important new feature provided in Siebel Fix Pack
8.1.1.10.

Modified topics. Siebel CRM version 8.1.1.10 now provides

native support for Microsoft SQL Server 2008, using SQL
Server Native Client.

Tools on page 324
Configuring Siebel Server
Connectivity to the Siebel
Database on page 355
Profile on page 77
Modified topics. Noted that employee applications can

support either Siebel Open UI or high interactivity. (The
anonymous user for employee applications is sometimes
called the high interactivity user.)
Requirements for Stopping and

Starting the Web Server on
page 316
New topic. Added information about stopping and starting

Microsoft IIS.
Configuring an IBM DB2 Database

for Siebel Business Applications on
page 337
Modified topic. Removed references to IBM DB2 parameters

that have been identified as deprecated for DB2 v9.7.
Requirements for the Siebel Image

Modified topic. Updated information about adding modules or

languages to an existing network image.

on page 360
Modified topic. Added information about the requirements for

using the third-party media files.
21

Version 8.2, Rev. C
release of the software. (Version 8.2, Rev. C of this guide was for Siebel CRM version 8.2.2.3.
Significant installer changes were introduced in Siebel CRM version 8.2.2.4.)
Table 4.
Whats New in Siebel Installation Guide for Microsoft Windows, Version 8.2, Rev. C
Topic
Description

page 114
Modified topics. Siebel database updates are available for

Siebel CRM version 8.2.2.3. These updates are available in a
new database installation, if you install the database after
installing the Siebel Fix Pack. Alternatively, these updates are
available for an existing database by using the Incremental
Repository Merge feature or by upgrading the Siebel
database, as appropriate for your installed software.
About Installing the Siebel

Database on page 87
Installing the Siebel Database on
page 94
About Installing in Upgrade
Environments on page 281
For information about the product enhancements in Siebel Fix

Pack 8.2.2.3 (also known as Siebel Innovation Pack 2012),
see the applicable Siebel Maintenance Release Guide on My
Oracle Support, 1441523.1 (Article ID). For information
about setting up and using Incremental Repository Merge and
about database upgrades, see Siebel Database Upgrade
Guide.

on page 83
Modified topics. Configuring the Siebel Web Server Extension

(SWSE) now supports Microsoft IIS 7 or later in native mode.
Native support is available only if you configure the SWSE
after installing Siebel Fix Pack 8.2.2.3 or later.

page 133
Creating Custom Virtual
on page 261
For Microsoft IIS 7 or later, the Siebel virtual directories are

now created under the virtual Web site Siebel instead of
Default Web Site. The SWSE Configuration Wizard creates the
virtual directories using the files eapps_virdirs.bat and
eapps_virdirs_sia_latest.bat.

page 313
NOTE: SWSE logical profile configuration has changed for the

current release, Siebel CRM version 8.2.2.4, with Siebel
Patchset 5. For more information, see Whats New in Siebel
Installation Guide for Microsoft Windows, Version 8.1/8.2, Rev.
A on page 13.

page 114
Modified topic. Added more information about the parameters

for enabling Siebel Open UI and how to set them.
22
Table 4.
Topic
Description

New topic. Added information about obtaining updated Siebel

Repository files (SRF) for Siebel Fix Pack 8.2.2.3.

page 308
Modified topic. Added information about obtaining the

updated Siebel Sample Database file (DBF) for Siebel Fix Pack
8.2.2.3.

on page 191
Modified topic. Updated information about running the

Microsoft ODBC Administrator on Windows 2008.

Siebel Web Server Extension on
page 203
Modified topics. Updated information about user accounts for

Microsoft IIS.
Requirements for User Permissions

for the Siebel Web Server
Chapter 9, Cloning a Siebel
Installation
Modified topics. Updated information in multiple topics about

the role of the Siebel Gateway Name Server and configuration
data in usage cases for cloning a Siebel Server installation.

page 278
Modified topic. Mentioned Incremental Repository Merge,

which is an important new feature provided in Siebel Fix Pack
8.2.2.3.

Modified topics. Siebel CRM version 8.2.2.3 now provides

native support for Microsoft SQL Server 2008, using SQL
Server Native Client.

Tools on page 324
Configuring Siebel Server
Connectivity to the Siebel
Database on page 355
Profile on page 77
Modified topics. Noted that employee applications can

support either Siebel Open UI or high interactivity. (The
anonymous user for employee applications is sometimes
called the high interactivity user.)
23
Table 4.
Topic
Description
Requirements for Stopping and

Starting the Web Server on
page 316
New topic. Added information about stopping and starting

Microsoft IIS.
Configuring an IBM DB2 Database

for Siebel Business Applications on
page 337
Modified topic. Removed references to IBM DB2 parameters

that have been identified as deprecated for DB2 v9.7.
Requirements for the Siebel Image

Modified topic. Updated information about adding modules or

languages to an existing network image.

on page 360
Modified topic. Added information about the requirements for

using the third-party media files.
About the Microsoft Windows and UNIX Versions of This Guide

This book is published in separate versions for Microsoft Windows or UNIX operating systems:
Siebel Installation Guide for Microsoft Windows
Siebel Installation Guide for UNIX
NOTE: For operating system support details, including supported versions and product support
exceptions, see the Certifications tab on My Oracle Support.
In this guide, Windows refers to all of the Microsoft Windows operating system versions that are
supported for server or client platforms (for applicable Siebel modules) for this release. The
supported versions are listed in the Certifications tab on My Oracle Support.
Supported UNIX operating systems include IBM AIX, HP-UX, Linux, and Oracle Solaris (for SPARC).
In Siebel Installation Guide for UNIX, supported Linux operating systems are usually discussed in
generic terms and are not differentiated. However, some information in this guide applies only to
particular Linux operating systems.
Both the Windows and UNIX versions of this guide contain information about installing client-based
modules, such as Siebel Mobile Web Clients or Siebel Tools, on Microsoft Windows.
Siebel Installation Guide for UNIX does not contain detailed information about installing Siebel
Enterprise Server and Siebel Web Server Extension (SWSE) on Windows.
Siebel Installation Guide for UNIX does not contain information about either Microsoft SQL Server or
about Microsoft Internet Information Services (Microsoft IIS).
Siebel Installation Guide for Microsoft Windows does not contain information about UNIX-based Web
servers.
Siebel Management Server, a server module that is available only on Windows, is documented in both
versions of this guide. However, some information relevant to configuring this module is provided
only in Siebel Installation Guide for Microsoft Windows.
24
Additional Information
User interface references in this guide assume that you are using Siebel Open UI. The procedures in
this guide assume that you do not use left-hand navigation. For information about implementing lefthand navigation, see Siebel Fundamentals for Siebel Open UI.
For more information about third-party products, such as supported operating systems or RDBMS
platforms, Web servers, Visual Mining NetCharts, and so on, see the Certifications tab on My Oracle
Support (https://support.oracle.com).
For Siebel CRM version 8.1.1.9 and later, and for Siebel CRM version 8.2.2.2 and later, the system
requirements and supported platform certifications are available from the Certifications tab on My
Oracle Support. For more information, see 1492194.1 (Article ID) on My Oracle Support.
25
26
Overview of Installing Siebel

This chapter provides an overview of installing Siebel Business Applications. It includes the following
topics:
Installation-Related Changes for Siebel Innovation Pack 2013 on page 27
Before You Install Siebel Business Applications on page 30
Overview of Siebel Business Applications Server Architecture on page 31
Roadmap for Installing and Configuring Siebel Business Applications for a New Deployment on
page 32
Roadmap for Installing and Configuring Siebel Business Applications in an Upgrade Case (Existing
Database) on page 36
Roadmap for Installing Siebel Business Applications in a Patch Installation Case (Existing
Installation-Related Changes for Siebel

Innovation Pack 2013
The Siebel Installation Guide for the operating system you are using, for Siebel Innovation Pack
2013, describes several critical product changes and requirements that affect your installation tasks
and the overall flow of these tasks. Some of the following documentation and product changes are
only for the Siebel Enterprise Server and Siebel Web Server Extension (SWSE) installers. See also
Whats New in Siebel Installation Guide for Microsoft Windows, Version 8.1/8.2 on page 15.
Documentation is for Siebel Innovation Pack 2013. The Siebel Installation Guide for the
operating system you are using is for installing Siebel CRM software for Siebel Innovation Pack
2013. This term is used for the following Siebel CRM releases:
Siebel CRM version 8.1.1.11
Siebel CRM version 8.2.2.4
These releases include new functionality and also the functionality from Siebel CRM version 8.1.1
and version 8.2.2 and from previous Siebel CRM version 8.1.1.x and version 8.2.2.x releases
(Siebel Fix Packs). Going forward, separate versions of the Siebel Bookshelf are no longer
provided for Siebel CRM version 8.1.1 and version 8.2.2. However, the previous versions are still
available.
References to the current release usually refer to one of these releases. This term might also
refer to changed functionality relative to previous releases. Some version references might
indicate the Siebel database version.
27
Overview of Installing Siebel Business Applications Installation-Related Changes for

Changes in documentation scope. Note the following changes in scope for the installation
documentation:
You use the Siebel Installation Guide for the operating system you are using to perform new
installations of the current release. For existing deployments, you now also use this guide to
perform patch installations, which are also called migration installations for Siebel Enterprise
Server and SWSE.
For the current release, the applicable Siebel Maintenance Release Guide on My Oracle
Support still provides key information for both new installations and patch installations, but
it no longer contains detailed instructions for performing patch installations.
Siebel CRM media and Siebel Image Creator have changed. You obtain the Siebel CRM
version 8.1.1.11 or version 8.2.2.4 media from Oracle Software Delivery Cloud and use the
Siebel Image Creator utility to create a Siebel network image from which you can perform a new
installation or a patch installation (that is, a migration installation) for Siebel Enterprise Server
and SWSE. No separate media or installers are provided or used for Siebel CRM version 8.1.1 or
version 8.2.2 for these modules.
Patch installation model has changed. Starting in Siebel CRM version 8.1.1.11 and version
8.2.2.4 (the current release), each Siebel Innovation Pack release is packaged as a complete
base release. For an existing installation of Siebel Enterprise Server and SWSE, to apply the
current release as a patch installation, you perform a migration installation.
In a migration installation, the installer uses information about your existing installation to
perform a new installation. The existing installation directory is first renamed to a backup
location, and the new installation uses the original Oracle home name and location. The installer
then migrates your customized files from the existing installation to the new installation. A report
identifies any conflicts between your customized files and the files delivered by the installer.
For other Siebel modules, separate installers are still used for the base release (Siebel CRM
version 8.1.1 or version 8.2.2) and for the current release.
Uninstallation and rollback have changed. Uninstallation and rollback to a previous version
have changed for Siebel Enterprise Server and SWSE because of the installer changes. To be able
to roll back to a previous version, you must have retained the backup directory to which the
previous installation was moved during a migration installation.
To roll back a migration installation and revert to the previous installation, you must stop the
Siebel services, rename the new installation to a backup location, rename the original installation
to its original location (matching the Oracle home and location), and restart the services. Other
tasks might also be required, depending on your changes to the Siebel database and the Siebel
Repository.
28
Installer user interface has changed. The user interface for the new installers for Siebel
Enterprise Server and SWSE has changed, relative to the previous installers, which were also
based on Oracle Universal Installer. The complete installation flow is displayed on the left-hand
side of each screen to show key steps and installation progress. To help you to verify that the
installation completed successfully, the postinstallation validation is built into the installers, and
the installer log files are referenced at the end of the installation task.
Overview of Installing Siebel Business Applications Installation-Related Changes for

Language installation options have changed. The new installers for Siebel Enterprise Server
and SWSE support adding languages to an existing installation of the same version, by using
unattended mode (silent mode) only. After adding languages in this case, you must run the
Configuration Wizards for the Siebel Server and the SWSE, and perform the tasks to add new
languages.
Limitation for installing Siebel Enterprise Server components. The new installer for Siebel
Enterprise Server does not support adding Siebel Enterprise components to an existing
installation.
Siebel Configuration Wizards are updated. In general, after you perform a migration
installation for Siebel Enterprise Server or SWSE, you do not have to run the Siebel Configuration
Wizards again. However, if you must run these wizards, then you must run the wizards that were
installed for the current release (Siebel CRM version 8.1.1.11 or version 8.2.2.4).
Running Incremental Repository Merge is required for Siebel Innovation Pack 2013, for
an existing installation. If you install Siebel CRM version 8.1.1.11 or version 8.2.2.4 as a patch
installation (in which case you perform migration installations for existing installations of Siebel
Enterprise Server and SWSE), then you must use the Incremental Repository Merge feature to
update your Siebel database to the current release level.
Updated Siebel Repository (SRF) files are available. You must obtain updated Siebel
Repository (SRF) files after you install a new Siebel database, before you run Incremental
Repository Merge, or before you upgrade your Siebel database.
Updated Siebel Sample Database installer. The Siebel Sample Database installer is now
provided for the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4.
Siebel Patchset releases have replaced Siebel Quick Fix releases. For the current release,
Siebel CRM version 8.1.1.11 and version 8.2.2.4, individual Siebel Quick Fix releases are no
longer provided. Instead, monthly Siebel Patchset releases are provided, each of which provides
several fixes. The fixes are provided on a cumulative basis in each Siebel Patchset release.
Related Topics
Chapter 3, Installing Siebel Enterprise Server Components and the Siebel Web Server Extension
Obtaining Updated Siebel Repository Files on page 118
About Installing and Deploying Siebel Business Applications with Multiple Languages on page 120
Chapter 7, Installing Siebel Web Clients and Siebel Tools
Chapter 10, Installing and Configuring Siebel Management Agents and Siebel Management Server
Chapter 12, Uninstalling Siebel Business Applications
About Siebel CRM Releases on page 278
Chapter 15, Creating the Siebel Installation Image on the Network
29
Overview of Installing Siebel Business Applications Before You Install Siebel

Before You Install Siebel Business

Applications
Before you install Siebel Business Applications, you must perform the preinstallation tasks. Many of
these tasks are described in Siebel Deployment Planning Guide.
Review hardware and software requirements.

For more information, see the Certifications tab on My Oracle Support.
Review the worksheet in Appendix A, Siebel Deployment Planning Worksheet, and fill it in as you
prepare for installing Siebel Business Applications.
Plan and prepare for your deployment.
Configure clustering for the server on which you will install the Siebel Gateway Name Server.
Clustering is strongly recommended for production environments.
Determine your load-balancing strategy.

For more information, see Planning Siebel Server Load Balancing on page 285 and Process of
Configuring Load Balancing for Siebel Business Applications on page 106.
Configure your RDBMS.

NOTE: You can configure the RDBMS at any point before you run the Siebel Database
Configuration Wizard. Most of the database tasks described in this guide do not apply if you have
an existing Siebel database, such as in an upgrade environment.
This task applies only for Roadmap for Installing and Configuring Siebel Business Applications for
a New Deployment on page 32. For more information, see Planning RDBMS Installation and
Configuration on page 287 and Chapter 14, Configuring the RDBMS.
Obtain the Siebel media and create a Siebel installation image on the network, from which you
will perform installations.
Obtain the media for the current release of Siebel Business Applications, such as Siebel CRM
version 8.1.1.11 or version 8.2.2.4. The media pack also includes the media for Siebel CRM
version 8.1.1 or version 8.2.2 for installing Siebel Mobile Web Client, Siebel Tools, and Siebel
Management Server. For more information, see Chapter 15, Creating the Siebel Installation Image
on the Network.
Create directories for Siebel Business Applications software and directories for the Siebel File
System.
For more information, see File and Directory Naming Conventions on page 294 and Creating the
Siebel File System on page 295.
Create the required Siebel accounts.

For more information, see Creating the Siebel Service Owner Account on page 300.
Related Books
Siebel Deployment Planning Guide
Siebel Security Guide
30
Overview of Installing Siebel Business Applications Overview of Siebel Business

Applications Server Architecture
Siebel Performance Tuning Guide

Siebel System Administration Guide
Certifications tab on My Oracle Support
Version 8.1.1.x Siebel Maintenance Release Guide on My Oracle Support, 880452.1 (Article ID)
Overview of Siebel Business

Applications Server Architecture
Figure 1 on page 31 illustrates a simplified architecture for the server elements in your Siebel
deployment, after you have initially installed and configured the software. For a more detailed
illustration, see Siebel Deployment Planning Guide.
Figure 1.
Simplified Architecture for a Siebel Deployment
The Siebel CRM installation and configuration process requires multiple tasks that you perform in a
general sequence that depends on your installation case. For more information, see:
page 32
31
Overview of Installing Siebel Business Applications Roadmap for Installing and

Configuring Siebel Business Applications for a New Deployment
Installation Guidelines
Follow these general guidelines for your installations:
You install Siebel Gateway Name Server once for each Siebel Enterprise.
You install Siebel Database Configuration Utilities once, typically with the first Siebel Server
installed.
In general, you can install each item in sequence and perform its associated configuration tasks,
or you can install all of the items and then perform the configuration tasks. However, some
requirements apply to the sequence in which you must perform configuration tasks.
Requirements associated with authenticating access to the Siebel Gateway Name Server can
affect your overall installation and configuration process, particularly for a new deployment with
no existing Siebel database. This issue affects the installation and configuration task sequence,
as shown in the illustrations in the two roadmap topics that follow. For more information, see
Requirements for Siebel Gateway Name Server Authentication on page 306.
Multiple instances of Siebel Server and Siebel Web Server Extension (SWSE) are typically
installed for medium-sized or larger deployments.
It is recommended that, for each applicable Siebel module, you install the latest Siebel Patchset
release after you install the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4.
Related Books
Roadmap for Installing and Configuring

Siebel Business Applications for a New
Deployment
Use this roadmap to guide you in performing the installation and configuration tasks for deploying
the current release of Siebel CRM, where there is no existing installation or Siebel database. The
current release is Siebel CRM version 8.1.1.11 or version 8.2.2.4 (Siebel Innovation Pack 2013).
32

Figure 2 on page 33 presents a simplified view of the installation and configuration tasks for serverbased modules that apply for a new deployment.
Figure 2.
Installing and Configuring Servers for a New Deployment
A Siebel database must exist before you can configure the Siebel Server, in order to provide
authentication for access to the Siebel Gateway Name Server. You install Database Configuration
Utilities and the first Siebel Server on the same computer where you install Siebel Gateway Name
Server.
NOTE: In addition to the tasks listed in this topic, it is recommended that, for each applicable Siebel
module, you install the latest Siebel Patchset release. Install the patchset after you install Siebel CRM
version 8.1.1.11 or version 8.2.2.4 and before you run the Siebel Configuration Wizards. In some
cases, installing a particular Siebel Patchset release might be required. For more information, see
About Siebel CRM Releases on page 278.
The installation process for Siebel Business Applications for a new deployment requires multiple
tasks that you perform in the following general sequence:
Create the network images for all applicable releases of Siebel CRM:
Create a network image for the current release, Siebel CRM version 8.1.1.11 or version
8.2.2.4.
Create a network image for Siebel CRM version 8.1.1 or version 8.2.2, for modules such as
Siebel Web Client, Siebel Tools Client, or Siebel Management Server.
Create a network image for the latest Siebel Patchset release.
See Chapter 15, Creating the Siebel Installation Image on the Network.
For the Siebel Enterprise Server, install the current release, Siebel CRM version 8.1.1.11 or
version 8.2.2.4. Install the following Siebel Enterprise Server components:
Siebel Gateway Name Server
Siebel Server (install with the Siebel Gateway Name Server)
Database Configuration Utilities (install with the first Siebel Server)
33

See Chapter 3, Installing Siebel Enterprise Server Components and the Siebel Web Server
Extension.
Configure the following Siebel Enterprise Server modules, in the sequence shown:
Siebel Enterprise on the Siebel Gateway Name Server computer
See Chapter 4, Configuring Siebel Enterprise Server Components and the Siebel Web Server
Extension.
Configure the RDBMS.

See Chapter 14, Configuring the RDBMS.
Install the Siebel database.

This task installs a Siebel database for the current release, Siebel CRM version 8.1.1.11 or
version 8.2.2.4. This database contains schema changes, Siebel Repository changes, and seed
data for Siebel CRM functionality through the current release.
See Chapter 5, Installing the Siebel Database on the RDBMS.
Obtain updated Siebel Repository files (SRF files).

See Obtaining Updated Siebel Repository Files on page 118.
Configure the Siebel Server, and perform the postinstallation tasks.

NOTE: For a new deployment, you installed a Siebel Server and the Database Configuration
Utilities on the Siebel Gateway Name Server computer. Configuring and deploying this Siebel
Server is optional. You must run the Database Configuration Wizard and install the Siebel
database before you can configure this Siebel Server or any Siebel Server. For more information,
see Requirements for Siebel Gateway Name Server Authentication on page 306. You must install
and configure a Siebel Server before you can configure the Siebel Web Server Extension (SWSE).
Extension, and Chapter 6, Additional Postinstallation and Configuration Tasks.
For the Siebel Web Server Extension (SWSE), install the current release, Siebel CRM version
8.1.1.11 or version 8.2.2.4.
Extension.
Configure the Siebel Web Server Extension in the following sequence:
Configure the logical profile for the SWSE on the Siebel Gateway Name Server computer.
Apply the SWSE logical profile on the Web server computer where you installed SWSE.
34

10 (Optional) If you are using Siebel load balancing, then generate the load balancing configuration
file lbconfig.txt after installing and configuring participating Siebel Servers. Place the file in the
SWSE logical profile directory, and reapply the logical profile.
For more information, see Process of Configuring Load Balancing for Siebel Business Applications
on page 106.
11 (Optional) For Siebel Mobile Web Clients or Developer Web Clients, install the base release,
Siebel CRM version 8.1.1 or version 8.2.2. Then install the current release as a patch release for
the existing installation of the base release.
See Chapter 7, Installing Siebel Web Clients and Siebel Tools.
12 For Siebel Tools, install the base release, Siebel CRM version 8.1.1 or version 8.2.2. Then install
the current release as a patch release for the existing installation of the base release.
13 Verify the installation of Siebel Business Applications modules.

See Chapter 8, Verifying and Troubleshooting Your Installation.
14 (Optional) Install additional Siebel modules. For Siebel Management Server, install the base
release, Siebel CRM version 8.1.1 or version 8.2.2, and then install the current release as a patch
release for the existing installation of the base release. See the following:
Chapter 10, Installing and Configuring Siebel Management Agents and Siebel Management
Server
Chapter 11, Installing Siebel Charts
15 (Optional) Install and configure additional Siebel Server instances or additional Web server and
SWSE instances if they are required for your deployment.
16 Install any required third-party products.

See the Certifications tab on My Oracle Support. See also the Siebel Business Applications ThirdParty Bookshelf in the product media pack on Oracle Software Delivery Cloud.
17 (Optional) Install Siebel Search software.

For specific guidelines and requirements about installing search software, see Siebel Search
Administration Guide.
18 Perform any additional postinstallation tasks.

See Chapter 6, Additional Postinstallation and Configuration Tasks.
Related Topics
Roadmap for Installing Siebel Business Applications in a Patch Installation Case (Existing Installation)
on page 39
35

Configuring Siebel Business Applications in an Upgrade Case (Existing Database)
Roadmap for Installing and Configuring

Siebel Business Applications in an
Upgrade Case (Existing Database)
Use this roadmap to guide you in performing the installation and configuration tasks for deploying
the current release of Siebel CRM, where there is an existing Siebel database, such as when you are
upgrading to the current release. The current release is Siebel CRM version 8.1.1.11 or version
8.2.2.4 (Siebel Innovation Pack 2013).
Figure 3 on page 36 presents a simplified view of the installation and configuration tasks for serverbased modules that apply in an upgrade installation case. You install Database Configuration Utilities
with the first installed Siebel Server.
Figure 3.
Installing and Configuring Servers in an Upgrade Case
module, you install the latest Siebel Patchset release. Install the patchset after you install Siebel CRM
version 8.1.1.11 or version 8.2.2.4 and before you run the Siebel Configuration Wizards. In some
cases, installing a particular Siebel Patchset release might be required. For more information, see
About Siebel CRM Releases on page 278.
This roadmap does not include the database upgrade tasks. Before you upgrade, you must have
installed at least one Siebel Server with Database Configuration Utilities and installed Siebel Tools.
In addition, you must have updated the Siebel Repository files, as described in Obtaining Updated
Siebel Repository Files on page 118. For more information about upgrading, see About Installing in
Upgrade Environments on page 281 and see Siebel Database Upgrade Guide.
The installation process for Siebel Business Applications in an upgrade installation case requires
multiple tasks that you perform in the following general sequence:
36
8.2.2.4.

Create a network image for Siebel CRM version 8.1.1 or version 8.2.2, for modules such as
Siebel Web Client, Siebel Tools Client, or Siebel Management Server.
For the Siebel Enterprise Server, install the current release, Siebel CRM version 8.1.1.11 or
version 8.2.2.4. Install the following Siebel Enterprise Server components:
Siebel Server
Database Configuration Utilities (install with the first Siebel Server)
Extension.
Configure the following Siebel Enterprise Server modules, in the sequence shown:
Siebel Enterprise on the Siebel Gateway Name Server computer
Configure the Siebel Server, and perform the postinstallation tasks.

NOTE: You must install and configure a Siebel Server before you can configure the Siebel Web
Server Extension (SWSE).
For the Siebel Web Server Extension (SWSE), install the current release, Siebel CRM version
8.1.1.11 or version 8.2.2.4.
Extension.
Configure the Siebel Web Server Extension (SWSE) in the following sequence:
Configure the logical profile for the SWSE on the Siebel Gateway Name Server computer.
Apply the SWSE logical profile on the Web server computer where you installed SWSE.
(Optional) If you are using Siebel load balancing, then you also generate the load balancing
configuration file lbconfig.txt after installing and configuring participating Siebel Servers. Place
the file in the SWSE logical profile directory, and reapply the logical profile.
on page 106.
37

(Optional) For Siebel Mobile Web Clients or Developer Web Clients, install the base release,
Siebel CRM version 8.1.1 or version 8.2.2. Then install the current release as a patch release for
the existing installation of the base release.
For Siebel Tools, install the base release, Siebel CRM version 8.1.1 or version 8.2.2. Then install
the current release as a patch release for the existing installation of the base release.
10 Verify the installation of Siebel Business Applications modules.

11 (Optional) Install additional Siebel modules. For Siebel Management Server, install the base
release, Siebel CRM version 8.1.1 or version 8.2.2, and then install the current release as a patch
release for the existing installation of the base release. See the following:
Chapter 10, Installing and Configuring Siebel Management Agents and Siebel Management
Server
12 (Optional) Install and configure additional Siebel Server instances or additional Web server and
SWSE instances if they are required for your deployment.
13 Install any required third-party products.

See the Certifications tab on My Oracle Support. See also the Siebel Business Applications ThirdParty Bookshelf in the product media pack on Oracle Software Delivery Cloud.
14 (Optional) Install Siebel Search software.

For specific guidelines and requirements about installing search software, see Siebel Search
15 Perform any additional postinstallation tasks.

Related Topics
Roadmap for Installing and Configuring Siebel Business Applications for a New Deployment on page 32
Roadmap for Installing Siebel Business Applications in a Patch Installation Case (Existing Installation)
on page 39
38
Overview of Installing Siebel Business Applications Roadmap for Installing Siebel

Business Applications in a Patch Installation Case (Existing Installation)
Roadmap for Installing Siebel Business

Applications in a Patch Installation Case
(Existing Installation)
Use this roadmap to guide you in performing the installation tasks for deploying the current release
of Siebel CRM, where there is an existing installation of a prior version. This is the patch installation
case. The current release is Siebel CRM version 8.1.1.11 or version 8.2.2.4 (Siebel Innovation Pack
2013).
Use this roadmap when you have an existing Siebel Business Applications installation of a prior
version, such as Siebel CRM version 8.1.1 or 8.1.1.10, or Siebel CRM version 8.2.2 or 8.2.2.3. You
must perform the patch installation tasks for any existing installed software. For Siebel Enterprise
Server and Siebel Web Server Extension, patch installation is also called migration installation.
module, you install the latest Siebel Patchset release after you install Siebel CRM version 8.1.1.11
or version 8.2.2.4. In some cases, installing a particular Siebel Patchset release might be required.
For more information, see About Siebel CRM Releases on page 278.
This roadmap does not include the task of running Incremental Repository Merge. Before you do this,
you must have installed at least one Siebel Server with Database Configuration Utilities and installed
Siebel Tools. In addition, you must have updated the Siebel Repository files, as described in
Obtaining Updated Siebel Repository Files on page 118. For more information about running
Incremental Repository Merge, see Siebel Database Upgrade Guide.
The installation process for Siebel Business Applications in a patch installation case requires multiple
tasks that you perform in the following general sequence:
8.2.2.4.
For the Siebel Enterprise Server software, install the current release as a migration installation
for each existing installation (patch installation case).
Extension.
For the Siebel Web Server Extension (SWSE), install the current release as a migration
installation for each existing installation (patch installation case).
Extension.
For Siebel Mobile Web Clients or Developer Web Clients, install the current release as a patch
installation for each existing installation.
39
Overview of Installing Siebel Business Applications Roadmap for Installing Siebel

Business Applications in a Patch Installation Case (Existing Installation)
For Siebel Tools, install the current release as a patch installation for each existing installation.
Verify the installation of Siebel Business Applications modules.

For Siebel Management Server, install the current release as a patch installation for each existing
installation.
See Chapter 10, Installing and Configuring Siebel Management Agents and Siebel Management
Server.
Perform any additional postinstallation tasks.

Related Topics
Roadmap for Installing and Configuring Siebel Business Applications for a New Deployment on page 32
40
Installing Siebel Enterprise

Server Components and the
Siebel Web Server Extension
This chapter explains how to install the Siebel Enterprise Server and the Siebel Web Server
Extension. Use the Siebel Enterprise Server installer to install Siebel Gateway Name Server, Siebel
Server, Siebel Database Configuration Utilities, and EAI Connector support files. Both new
installations and migration installations are described. This chapter includes the following topics:
About Installing Siebel Business Applications on page 41
Installing Siebel Enterprise Server on page 42
Installing the Siebel Web Server Extension on page 49
Installing Siebel Enterprise Server Components and Siebel Web Server Extension in Unattended
Mode on page 55

Applications
Before installing Siebel Enterprise Server components or Siebel Web Server Extension, review the
following and perform any necessary preinstallation tasks:
Before You Install Siebel Business Applications on page 30
Installation and Configuration Methods by Deployment Type on page 300
Chapter 13, Requirements for Installing and Configuring Siebel Business Applications
After installation, you configure server modules using the Siebel Configuration Wizards. Perform
configuration after installing the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, or
after installing the current release and then installing the latest Siebel Patchset release. For more
information about configuration tasks, see Chapter 4, Configuring Siebel Enterprise Server
Components and the Siebel Web Server Extension.
NOTE: For information about installation-related changes for Siebel CRM version 8.1.1.11 and
version 8.2.2.4, see Installation-Related Changes for Siebel Innovation Pack 2013 on page 27. In
particular, the installers for Siebel Enterprise Server and Siebel Web Server Extension are new for
this release. The migration installation tasks are a new type of patch installation that you perform
using the same installers as for new installations.
41
Installing Siebel Enterprise Server Components and the Siebel Web Server
Extension Installing Siebel Enterprise Server

This topic provides instructions for installing the Siebel Enterprise Server components, using the GUI
installation method, as part of standard Siebel Business Applications deployment.
NOTE: This topic includes instructions for installing Siebel Enterprise Server as a new installation or
as a migration installation (for a patch installation case). For an existing installation, you perform a
migration installation instead of a new installation.
The Siebel Enterprise Server installer verifies that you have the required software at the necessary
version levels for installing Siebel Business Applications software.
This topic contains the following information:
Installing Siebel Enterprise Server as a New Installation on page 42
Installing Siebel Enterprise Server as a Migration Installation on page 46
Related Topics
Installing Siebel Enterprise Server Components and Siebel Web Server Extension in Unattended Mode
on page 55
Chapter 4, Configuring Siebel Enterprise Server Components and the Siebel Web Server Extension
Chapter 6, Additional Postinstallation and Configuration Tasks
Verifying Installation for the Siebel Enterprise Server on page 175
Related Books
Siebel Global Deployment Guide
Installing Siebel Enterprise Server as a New Installation

Use the following procedure to install Siebel Enterprise Server as a new installation for Siebel CRM
version 8.1.1.11 or version 8.2.2.4.
NOTE: Use this procedure only when Siebel Enterprise Server is not already installed. Where an
earlier version of Siebel Enterprise Server is already installed, you perform a migration installation
instead, as described in Installing Siebel Enterprise Server as a Migration Installation on page 46.
This topic is part of Installing Siebel Enterprise Server on page 42.
42
This task is a step in:
page 32
To install Siebel Enterprise Server as a new installation

1
Review About Installing Siebel Business Applications on page 41.

For example, if you are installing a Siebel Server that will communicate with an existing
installation of Siebel Gateway Name Server on another computer, then make sure that the Siebel
Gateway Name Server is running.
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
Appendix A, Siebel Deployment Planning Worksheet.
Whether you log on using the Siebel service owner account or using another account, the account
that you use must belong to the Windows domain of the Siebel Enterprise Server and must have
full write permissions to the Siebel File System.
Shut down all of the open programs that are running on the server.
In Windows Explorer, navigate to the Siebel image location for the current release. Then navigate
to the directory where the installer is located. Navigate to
Siebel_Image\Windows\Server\Siebel_Enterprise_Server\Disk1\install.
In this path, Siebel_Image is the directory for your version-specific Siebel network image, such
as C:\Siebel_Install_Image\8.1.1.11 or C:\Siebel_Install_Image\8.2.2.4.
To start the Siebel Enterprise Server installer, double-click setup.bat.

The Siebel Enterprise Server installer displays the Welcome screen.
Click Next.
The Oracle Configuration Manager screen appears, which prompts for email contact information.
Enter your My Oracle Support credentials and click Next.

Oracle Configuration Manager software is installed on the target computer. For more information,
see About Oracle Configuration Manager on page 282.
The Select Installation Task screen appears. The New Installation task is selected by default.
To perform a new installation of Siebel Enterprise Server software where no existing installation
of Siebel CRM version 8.1.1.x or version 8.2.2.x is present, click Next.
The New Installation Details screen appears.
43
Enter a name for your installation, and specify the installation location, and then click Next. (Note
the installation name and location for future reference.) Note the following:
The default installation name (Oracle Home Name) is SES_HOME. The value that you specify
is used in the parent program group name for the Oracle Universal Installer software. (A
separate program group is created for the Siebel Configuration Wizards for this installation.)
If you have an existing installation, then you must specify a new name for a new installation.
The default installation path (Oracle Home Location) for a new installation is
C:\siebel\8.1.1.11.0\ses or C:\siebel\8.2.2.4.0\ses or a similar value. Accept the
default path or specify a different fully qualified path by typing it directly or by clicking
Browse. If you have an existing installation, then you must specify a new path for the new
installation.
For more information about Oracle home and installation path requirements, see File and
Directory Naming Conventions on page 294.
The Select Siebel Enterprise Server Components screen appears.
10 Choose the Siebel Enterprise Server components that you want to install. Choose one or more of
the following options, and click Next:
Gateway Name Server
Siebel Server
Database Configuration Utilities
EAI Connector
Install all of the Siebel Enterprise Server components that you might need on this server
computer.
You can install the Database Configuration Utilities only with a Siebel Server. In other words, you
cannot install Database Configuration Utilities unless you are also installing Siebel Server.
For more information about different ways of deploying Siebel Enterprise Server components, see
Installation and Configuration Methods by Deployment Type on page 300.
NOTE: You cannot add components later using this installer, for the current release.
The Select Languages screen appears. All of the languages that were included in the Siebel
network image for Siebel Enterprise Server are available for selection.
11 Select the languages that you want to install, and click Next. You must select at least one
language in order to proceed.
You specify languages to install in order to run applications using these languages. If you install
the software with a single language, then this language serves as the primary (base) language,
in which your server messages and log files will display. If you install the software with multiple
languages, then when you configure the Siebel Server you can specify which installed languages
to deploy and which installed language is the primary language.
NOTE: You can add languages to an existing installation by running the installer in unattended
mode (silent mode). For more information about installing and deploying languages, see About
Installing and Deploying Siebel Business Applications with Multiple Languages on page 120.
The Program Folder Name screen appears.
44
12 In the Program Folder Name screen, click Next to accept the default location for the program
shortcuts for the Siebel Configuration Wizards for this installation. Or, modify the program folder
name, and click Next.
By default, for a U.S. English (ENU) installation, the shortcuts are created in Siebel Enterprise
Server Configuration 8.1.1.11.0 or in Siebel Enterprise Server Configuration 8.2.2.4.0. The
default program group name and shortcut names are in the language in which the installer ran.
The following shortcuts are created:
Siebel Enterprise Configuration, which is created with Siebel Gateway Name Server
installation
Siebel Server Configuration, which is created with Siebel Server installation
Database Server Configuration, which is created with Database Configuration Utilities

installation
Management Agent Configuration, which is created with Siebel Server installation
The Summary screen appears. This screen displays the location into which it will install the Siebel
Enterprise Server.
13 Review the information in the Summary screen. 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 save a response file to use for an unattended installation later, click Save Response File.
After the response file is saved, if you are not also installing, then Click Cancel. For
information about performing unattended installations, see Installing Siebel Enterprise
Server Components and Siebel Web Server Extension in Unattended Mode on page 55.
To begin installing the Siebel Enterprise Server software, click Install. You can also click
Install after saving a response file.
The Installation Progress screen appears. The Siebel Enterprise Server software is installed into
the directory that you specified in Step 9 on page 44.
14 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 main installer log file. You can access this file to review
the installation results.
15 To close the installer, click Close.

The Siebel Enterprise Server installation is now finished.
The shortcuts for the Siebel Configuration Wizards are created in the program folder that you
specified in Step 12 on page 45.
16 After installing the Siebel Enterprise Server software:
Verify the Siebel Enterprise Server installation, as described in Verifying Installation for the
Siebel Enterprise Server on page 175.
Install the latest Siebel Patchset release. Then verify the installation again.
45
Start the Siebel Enterprise Configuration Wizard so that you can configure the components
that you installed, as described in Chapter 4, Configuring Siebel Enterprise Server
Perform any additional postinstallation steps, as described in Chapter 6, Additional

Postinstallation and Configuration Tasks.
Installing Siebel Enterprise Server as a Migration

Installation
Use the following procedure to install Siebel Enterprise Server as a migration installation for Siebel
CRM version 8.1.1.11 or version 8.2.2.4 (for a patch installation case).
NOTE: Use this procedure only when an earlier version of Siebel Enterprise Server is already
installed. Otherwise, you must follow the steps in Installing Siebel Enterprise Server as a New
Installation on page 42 instead.
During a migration installation, the original Siebel Enterprise Server installation directory is renamed
from OriginalName to OriginalName_pre8.1.1.11.0 or OriginalName_pre8.2.2.4.0. For example,
if the original directory name was ses, then this directory is renamed to ses_pre8.1.1.11.0 or
ses_pre8.2.2.4.0. The new Siebel Enterprise Server installation directory is named OriginalName,
such as ses. Retain the original directory, in case you choose to perform a rollback uninstallation
later. For more information, see Rolling Back the Siebel Enterprise Server on page 266.
This topic is part of Installing Siebel Enterprise Server on page 42.
This task is a step in Roadmap for Installing Siebel Business Applications in a Patch Installation Case
(Existing Installation) on page 39.
To install Siebel Enterprise Server as a migration installation

1

For example, if you are installing a Siebel Server that will communicate with an existing
installation of Siebel Gateway Name Server on another computer, then make sure that the Siebel
Gateway Name Server is running on that computer.
(Optional) Shut down the Siebel CRM modules to be updated on this computer.
For example, stop the services for the Siebel Gateway Name Server, Siebel Server, Siebel
Management Agent, and Oracle Configuration Manager. Also shut down any running instances of
the Siebel Server Manager (srvrmgr). If you do not shut down the Siebel Gateway Name Server,
Siebel Server, and Oracle Configuration Manager modules, then the installer shuts them down.
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
Whether you log on using the Siebel service owner account or using another account, the account
that you use must belong to the Windows domain of the Siebel Enterprise Server and must have
full write permissions to the Siebel File System.
46
Shut down all of the open programs that are running on the server.
To start the Siebel Enterprise Server installer, double-click setup.bat.

The Siebel Enterprise Server installer displays the Welcome screen.
Click Next.

To perform a migration installation of the Siebel Enterprise Server software where an existing
prior installation of Siebel CRM version 8.1.1.x or version 8.2.2.x is present, choose Migration
Installation, and click Next.
The Installation Migration Details screen appears.
10 Confirm or select the name and location of your existing installation, and then click Next. Note
the following:
Confirm the existing installation name, or select it from the drop-down list. The value that
you specify is used in the parent program folder name for the Oracle Universal Installer
software. (A separate program folder is created for the Siebel Configuration Wizards for this
installation.)
Confirm the existing installation location, or select it from the drop-down list.
shortcuts for the Siebel Configuration Wizards for this installation. Or, modify the program folder
By default, for a U.S. English (ENU) installation, the shortcuts are created in Siebel Enterprise
Server Configuration 8.1.1.11.0 or in Siebel Enterprise Server Configuration 8.2.2.4.0. The
default program folder name and shortcut names are in the language in which the installer ran.
The following shortcuts are created:
Siebel Enterprise Configuration, which is created with Siebel Gateway Name Server
installation
Siebel Server Configuration, which is created with Siebel Server installation
47
Database Server Configuration, which is created with Database Configuration Utilities

installation
Management Agent Configuration, which is created with Siebel Server installation
The Summary screen appears. This screen displays the location into which it will install the Siebel
Enterprise Server.
To begin installing the Siebel Enterprise Server software, click Install. You can also click
Install after saving a response file.
The Installation Progress screen appears. The Siebel Enterprise Server software is installed into
the directory that you specified in Step 10 on page 47.
the installation results. This screen also shows the new location of the original installation, which
the installer moved before it performed the new installation.
14 Review the report that is generated about any conflicts between your customized files and the
files that are delivered by the Siebel Enterprise Server installer. As needed, copy any of your
customized files from the original installation to the new migrated installation.
Conflicts are identified in the file overwrittenfiles_timestamp.log, which is created in the
ORACLE_HOME\cfgtoollogs\oui directory (in the new Siebel Enterprise Server installation).

The Siebel Enterprise Server installation is now finished.
After the migration process is complete, then the installer starts the services for the Siebel
Gateway Name Server, Siebel Server, and Oracle Configuration Manager. Note that the software
that runs is part of the new installation you are migrating to, not part of the original installation.
16 Start the service for the Siebel Management Agent, if it is needed.

17 After installing the Siebel Enterprise Server software:
48
Verify the Siebel Enterprise Server installation, as described in Verifying Installation for the

Extension Installing the Siebel Web Server Extension

Extension
This topic provides instructions for installing the Siebel Web Server Extension (SWSE) on your Web
server computer, using the GUI installation method, as part of standard Siebel Business Applications
deployment.
NOTE: This topic includes instructions for installing the SWSE as a new installation or as a migration
installation (for a patch installation case). For an existing installation, you perform a migration
installation instead of a new installation.
The installation program sets up the Siebel directory structures and copies the required files and
components to the target location on the Web server.
The SWSE installer verifies that you have the required software at the necessary version levels for
installing Siebel Business Applications software.
Installing the Siebel Web Server Extension as a New Installation on page 50
Installing the Siebel Web Server Extension as a Migration Installation on page 53
Related Topics
Installing Siebel Enterprise Server Components and Siebel Web Server Extension in Unattended Mode
on page 55
Verifying Installation for the Siebel Web Server Extension on page 182
Related Books
49
Installing the Siebel Web Server Extension as a New

Installation
Use the following procedure to install the Siebel Web Server Extension (SWSE) as a new installation
for Siebel CRM version 8.1.1.11 or version 8.2.2.4.
NOTE: Use this procedure only when SWSE is not already installed. Where an earlier version of
SWSE is already installed, you perform a migration installation instead, as described in Installing the
Siebel Web Server Extension as a Migration Installation on page 53.
This topic is part of Installing the Siebel Web Server Extension on page 49.
page 32
To install the SWSE as a new installation

1
Log on to the Web server computer as the operating system administrator.
Siebel_Image\Windows\Server\Siebel_Web_Server_Extension\Disk1\install.
To start the SWSE installer, double-click setup.bat.

The SWSE installer displays the Welcome screen.
Click Next.

To perform a new installation of Siebel Web Server Extension software where no existing
installation of Siebel CRM version 8.1.1.x or version 8.2.2.x is present, click Next.
The New Installation Details screen appears.
50
Enter a name for your installation, and specify the installation location, and then click Next. (Note
the installation name and location for future reference.) Note the following:
The default installation name (Oracle Home Name) is EAPPWEB_HOME. The value that you
specify is used in the parent program group name for the Oracle Universal Installer software.
(A separate program folder is created for the SWSE Configuration Wizard for this
installation.) If you have an existing installation, then you must specify a new name for a
new installation.
The default installation path (Oracle Home Location) for a new installation is
C:\siebel\8.1.1.11.0\sweapp or C:\siebel\8.2.2.4.0\sweapp or a similar value. Accept
the default path or specify a different fully qualified path by typing it directly or by clicking
Browse. If you have an existing installation, then you must specify a new path for the new
installation.
CAUTION: Do not specify the Web server installation directory as the directory in which to install
SWSE. Doing this results in configuration errors later.
The Select Languages screen appears. All of the languages that were included in the Siebel
network image for SWSE are available for selection.
Select the languages that you want to install, and click Next. You must select at least one
You specify languages to install in order to run applications using these languages. If you install
the software with a single language, then this language serves as the primary (base) language,
in which your server messages and log files will display. If you install the software with multiple
languages, then when you configure the SWSE you can specify which installed languages to
deploy and which installed language is the primary language.
You must install and deploy on the SWSE the superset of all of the languages required by the
Application Object Managers that connect to it. It is strongly recommended that you install and
deploy, or at least install, all of the languages that are installed in the Siebel Enterprise Server.
NOTE: You can add languages to an existing installation by running the installer in unattended
mode (silent mode). For more information about installing and deploying languages, see About
The Cryptographic Seed screen appears. For more information, see Siebel Security Guide.
10 Enter the cryptographic seed that you will use for your SWSE installation.
51
shortcut for the SWSE Configuration Wizard for this installation. Or, modify the program folder
By default, for a U.S. English (ENU) installation, the shortcut is created in Siebel Web Server
Extension Configuration 8.1.1.11.0 or Siebel Web Server Extension Configuration 8.2.2.4.0. The
default program folder name and shortcut name are in the language in which the installer ran.
The shortcut that is created is called Siebel Web Server Extension Configuration.
The Summary screen appears. This screen displays the location into which it will install the SWSE
software.
To begin installing the SWSE software, click Install. You can also click Install after saving a
response file.
The Installation Progress screen appears. The SWSE software is installed into the directory that
you specified in Step 8 on page 51.
the installation results.

The SWSE installation is now finished.
The shortcut for the SWSE Configuration Wizard is created in the program folder that you
15 After installing the SWSE software:
52
Verify the SWSE installation, as described in Verifying Installation for the Siebel Web Server
Extension on page 182.
Start the SWSE Configuration Wizard so that you can configure it (configure the SWSE logical
profile and apply it to the SWSE), as described in Process of Configuring the Siebel Web Server
Extension on page 76. You must have already configured the Siebel Enterprise Server
components.

Installing the Siebel Web Server Extension as a

Migration Installation
Use the following procedure to install the Siebel Web Server Extension (SWSE) as a migration
installation for Siebel CRM version 8.1.1.11 or version 8.2.2.4 (patch installation case).
NOTE: Use this procedure only when an earlier version of SWSE is already installed. Otherwise, you
must follow the steps in Installing the Siebel Web Server Extension as a New Installation on page 50
instead.
During a migration installation, the original SWSE installation directory is renamed from
OriginalName to OriginalName_pre8.1.1.11.0 or OriginalName_pre8.2.2.4.0. For example, if the
original directory name was sweapp, then this directory is renamed to sweapp_pre8.1.1.11.0 or
sweapp_pre8.2.2.4.0. The new SWSE installation directory is named OriginalName, such as sweapp.
Retain the original directory, in case you choose to perform a rollback uninstallation later. For more
information, see Rolling Back the Siebel Web Server Extension on page 269.
This topic is part of Installing the Siebel Web Server Extension on page 49.
This task is a step in Roadmap for Installing Siebel Business Applications in a Patch Installation Case
(Existing Installation) on page 39.
To install the SWSE as a migration installation

1
(Optional) Stop the Oracle Configuration Manager service for the existing installation of SWSE.
If you do not shut down this service, then the installer shuts it down.
Stop the Microsoft IIS services:
Stop the IIS Administration service.
Stop the World Wide Web Publishing service.
Log on to the Web server computer as the operating system administrator.
Siebel_Image\Windows\Server\Siebel_Web_Server_Extension\Disk1\install.
To start the SWSE installer, double-click setup.bat.

The SWSE installer displays the Welcome screen.
Click Next.
53

To perform a migration installation of the SWSE software where an existing prior installation of
Siebel CRM version 8.1.1.x or version 8.2.2.x is present, choose Migration Installation, and click
Next.
The Installation Migration Details screen appears.
10 Confirm or select the name and location of your existing installation, and then click Next. Note
the following:
Confirm the existing installation name, or select it from the drop-down list. The value that
you specify is used in the parent program folder name for the Oracle Universal Installer
software. (A separate program folder is created for the SWSE Configuration Wizard for this
installation.)
Confirm the existing installation location, or select it from the drop-down list.
shortcut for the SWSE Configuration Wizard for this installation. Or, modify the program folder
By default, for a U.S. English (ENU) installation, the shortcut is created in Siebel Web Server
Extension Configuration 8.1.1.11.0 or Siebel Web Server Extension Configuration 8.2.2.4.0. The
default program folder name and shortcut name are in the language in which the installer ran.
The shortcut that is created is called Siebel Web Server Extension Configuration.
The Summary screen appears. This screen displays the location into which it will install the
SWSE.
To begin installing the SWSE software, click Install. You can also click Install after saving a
response file.
The Installation Progress screen appears. The SWSE software is installed into the directory that
you specified in Step 10 on page 54.
54
Extension Installing Siebel Enterprise Server Components and Siebel Web Server
the installation results. This screen also shows the new location of the original installation, which
the installer moved before it performed the new installation.
14 Review the report that is generated about any conflicts between your customized files and the
files that are delivered by the SWSE installer. As needed, copy any of your customized files from
the original installation to the new migrated installation.
Conflicts are identified in the file overwrittenfiles_timestamp.log, which is created in the
ORACLE_HOME\cfgtoollogs\oui directory (in the new SWSE installation).

The SWSE installation is now finished.
After the migration process is complete, then the installer restarts the service for the Oracle
Configuration Manager. Note that the software that runs is part of the new installation you are
migrating to, not part of the original installation.
16 Restart the Microsoft IIS services:
Start the World Wide Web Publishing service.
Start the IIS Administration service.
17 After installing the SWSE software:
Verify the SWSE installation, as described in Verifying Installation for the Siebel Enterprise
Server on page 175.


Components and Siebel Web Server
Extension in Unattended Mode
The installer programs for Siebel Enterprise Server and Siebel Web Server Extension support an
optional unattended installation, which is an installation that has been preconfigured to require no
user input when the installation program runs. You can save a response file in a regular installer
session. Then you can run the installer at the command line with certain flags appended to the
installer command to execute the response file. Together, these tasks constitute installing in
unattended mode.
55
You can perform unattended installations for better performance when installing multiple servers. Or,
you might perform unattended installations if user input during an installation is not allowed in your
environment, as might be the case in some secure environments. An unattended installation
prepackages all of the required parameters so that you only have to execute a command to perform
the installation.
You can use unattended mode to perform a new installation or migration installation of the current
release, Siebel CRM version 8.1.1.11 or version 8.2.2.4.
CAUTION: Unattended installations provide no direct feedback or error notification. Therefore, you
must test your settings in a development environment before system-wide deployment in a
production environment. It is strongly recommended that you become thoroughly familiar with GUI
installation for any Siebel modules for which you intend to perform unattended installation.
Guidelines for Installing Servers in Unattended Mode on page 56
Saving an Installation Response File on page 57
Performing an Installation in Unattended Mode on page 58
Related Topics
Related Books
Guidelines for Installing Servers in Unattended Mode

Review the following guidelines for installing Siebel Enterprise Server or Siebel Web Server Extension
in unattended mode:
56
Keep track of the response file results. Because the unattended installation session is
controlled by the response file, you must keep careful track of the result each response file will
yield when you perform an unattended installation. For example, depending on your selections
when you generated a response file for Siebel Enterprise Server, the unattended installation
performed with this file might install any or all of the Siebel Enterprise Server components:
Siebel Gateway Name Server, Siebel Server, Siebel Database Configuration Utilities, or EAI
Connectors.
Create the response file on a computer similar to the target computer. When you run the
installer as described in Saving an Installation Response File on page 57, installer validations are
done as if you were performing a real installation. It is strongly recommended that you run the
installer on a computer that has similar resources and configuration settings as the target
computer on which the installation will be performed, as described in Performing an Installation
in Unattended Mode on page 58. Unattended installations must meet all of the documented
requirements, including those described in Chapter 13, Requirements for Installing and
Configuring Siebel Business Applications.
Validate the installation. Validate each installation after it has completed, as described in
Verifying Installation for the Siebel Enterprise Server on page 175 and Verifying Installation for
the Siebel Web Server Extension on page 182.
To install Siebel Enterprise Server components or Siebel Web Server Extension and specified Siebel
language packs in unattended mode, perform the following tasks:
Saving an Installation Response File on page 57
Performing an Installation in Unattended Mode on page 58
Saving an Installation Response File

Perform the following steps to save an installation response file to be used in an unattended server
installation.
To save an installation response file

1
Navigate to the Siebel image location where the installer is located.
Start the installer for Siebel Enterprise Server or Siebel Web Server Extension (SWSE).
For information about starting these installers, see Installing Siebel Enterprise Server on page 42
and Installing the Siebel Web Server Extension on page 49.
Provide input to the installer wizard, as in a normal GUI installation.
In the Summary screen, click Save Response File.
Specify the location of the response file, for example, C:\temp\sesinstall.rsp.

A response file is generated that includes data that is derived from the input that you made
during the installer session.
After the response file is saved, click Cancel.

The installer session ends.
In addition to saving the response file at the location that you specified at the command line, the
installer creates the Siebel installation directory at the location that you specified in the installer
session (for example, C:\temp\sesinstall.rsp). Although the Siebel module is not installed
(because you clicked Cancel), this directory contains a subdirectory called inventory, which
includes information about the product inventory.
See the following procedure for performing a Siebel Enterprise Server or SWSE installation in
unattended mode, using the response file that you just generated.
57
Performing an Installation in Unattended Mode

Perform the following steps to perform a unattended server installation.
To perform an unattended installation for Siebel Enterprise Server components or Siebel Web Server
Extension, you save an installation response file, as described in Saving an Installation Response File
on page 57, and run the installer command as shown in the following procedure.
To perform an installation in unattended mode

1
Navigate to the Siebel image location where the installer is located.
Place the response file that you previously generated in the correct Siebel image directory for
the Siebel module (where the installer program is located), so that the file can be read when you
start the installer.
NOTE: Always back up any existing valid response file before replacing it with a new file.
Open a DOS command window.
Run a command like the following to start the Siebel Enterprise Server or Siebel Web Server
Extension installer:
setup.bat -silent -responseFile path_to_installation_response_file
In this command, path_to_installation_response_file is the full path and name of a response file
to be executed (for example, C:\temp\sesinstall.rsp).
This command runs the installer in unattended mode and specifies the location of the response
file to be executed. No installer screens are displayed, and no further user input is prompted for
after the installer starts.
58
Configuring Siebel Enterprise

Server Components and the
This chapter explains how to configure Siebel Enterprise Server components and the Siebel Web
Server Extension. It includes the following topics:
About Configuring Siebel Business Applications on page 59
Starting a Siebel Configuration Wizard on page 60
Configuring the Siebel Gateway Name Server on page 63
Configuring the Siebel Enterprise on page 64
Installing the Siebel Database on page 72
Configuring the Siebel Server on page 72
Process of Configuring the Siebel Web Server Extension on page 76
About Configuring the Siebel Web Server Extension on page 85
About Configuring Siebel Business

Applications
The Siebel Enterprise Server components you can install include Siebel Gateway Name Server, Siebel
Server, Database Configuration Utilities, and EAI Connector (support files). After installing these
components, or the Siebel Web Server Extension, you configure these modules by using the Siebel
Configuration Wizard, as described in this chapter. The installation for these modules is described in
Chapter 3, Installing Siebel Enterprise Server Components and the Siebel Web Server Extension.
The Siebel Configuration Wizard framework supports configuration tasks for the Siebel Enterprise
Server components, the Siebel database, the Siebel Web Server Extension (SWSE), Siebel
Management Agent, and Siebel Management Server. Multiple configuration wizards are provided for
these modules, supporting different configuration tasks. Within each task, most of the screens
provide explanatory information about the settings you are prompted to make. Some configuration
wizard tasks can be run multiple times, while others must be run only once.
NOTE: Keep track of which configuration tasks you have performed and which you have not yet
performed. Some tasks to configure Siebel Business Applications modules or to remove configuration
data have dependencies on other tasks having been performed. Removing existing configuration data
is required before uninstalling particular modules. For tasks to remove configuration data, see
Process of Removing Configuration Data on page 261.
For detailed information about the configuration wizards and their options and settings, see
Appendix B, Siebel Configuration Wizard Reference.
59
Configuring Siebel Enterprise Server Components and the Siebel Web Server
Extension Starting a Siebel Configuration Wizard
NOTE: In general, after you perform a migration installation for Siebel Enterprise Server or SWSE,
you do not have to run the Siebel Configuration Wizards again. However, if you do have to run these
wizards for any reason, then you must run the wizards that were installed for the current release,
Siebel CRM version 8.1.1.11 or version 8.2.2.4. See also Installation-Related Changes for Siebel
Innovation Pack 2013 on page 27.
Starting a Siebel Configuration Wizard

Use the following procedure to start a Siebel Configuration Wizard. You start the wizard by using a
Windows shortcut or from the command line. For more information about command-line syntax
elements, see Siebel Configuration Wizard Syntax Elements on page 383. For UNIX-based
procedures, see Siebel Installation Guide for UNIX.
Starting a Siebel Configuration Wizard Using a Windows Shortcut

Use the following procedure to start a Siebel Configuration Wizard by using a Windows shortcut.
NOTE: No shortcut is provided for starting the Siebel Management Server Configuration Wizard. Use
the procedure for starting the wizard at the command line.
To start a Siebel Configuration Wizard using Windows shortcuts (where available)

1
Choose Start, All Programs, Siebel Enterprise Server Configuration 8.1.1.11.0 or 8.2.2.0.0, and
then Config_Type.
In this menu command, Config_Type is the type of configuration you want to perform, such as:
60
Siebel Enterprise Configuration
Siebel Server Configuration
Database Server Configuration
Siebel Web Server Extension Configuration
Management Agent Configuration
Respond to the prompts in the Configuration Wizard you are running:
For configuring the Siebel Gateway Name Server, see Configuring the Siebel Gateway Name
Server on page 63.
For configuring the Siebel Enterprise, see Configuring the Siebel Enterprise on page 64.
For installing the Siebel database, see Installing the Siebel Database on page 72.
For configuring the Siebel Server, see Configuring the Siebel Server on page 72.
For configuring the Siebel Web Server Extension (SWSE), see Process of Configuring the
Siebel Web Server Extension on page 76.
For configuring the Siebel Management Agent, see Configuring Siebel Management Agents
on page 241.
For configuring the Siebel Management Server, see Configuring Siebel Management Server
on page 243.
Click Exit Configuration to exit the Configuration Wizard.
Starting a Siebel Configuration Wizard at the Command Line

Use the following procedure to start a Siebel Configuration Wizard at the command line.
To start a Siebel Configuration Wizard at the command line

1
Navigate to the config subdirectory of the installed Siebel module that you want to configure
within your SIEBEL_ROOT directory. For example, for Siebel CRM version 8.1.1.11:
For configuring the Siebel Gateway Name Server or the Siebel Enterprise, navigate to a
directory like C:\siebel\8.1.1.11.0\ses\config. Also navigate to this directory if you are
configuring an SWSE logical profile.
For configuring the Siebel Server or the Siebel database, navigate to a directory like
C:\siebel\8.1.1.11.0\ses\config.
For configuring the Siebel Web Server Extension (SWSE), navigate to a directory like
C:\siebel\8.1.1.11.0\sweapp\config.
For configuring the Siebel Management Agent, navigate to a directory like

C:\siebel\8.1.1.11.0\ses\config.
For configuring the Siebel Management Server (on Windows only), navigate to a directory
like C:\sba81\mgmtsrvr\config or C:\sba82\mgmtsrvr\config.
To start the Configuration Wizard to configure in GUI mode, go to the next step. For an
unattended configuration (where applicable), go to Step 4 on page 62.
Enter a command similar to the following to start the Configuration Wizard:
install_path\config\config.bat -mode mode_name

where:
install_path is the installation path for the installed Siebel module
mode_name specifies the Configuration Wizard to run, and is one of the following:
enterprise is for the Siebel Enterprise Configuration Wizard (includes tasks for
configuring Siebel Gateway Name Server, Siebel Enterprise, and SWSE logical profile)
siebsrvr is for the Siebel Server Configuration Wizard
dbsrvr is for the Siebel Database Configuration Wizard
swse is for the Siebel Web Server Extension Configuration Wizard
mgmtagent is for the Siebel Management Agent Configuration Wizard
mgmtsrvr is for the Siebel Management Server Configuration Wizard (Windows only)
61
Example commands follow for each of the modules listed, for different versions.
Siebel Enterprise Configuration Wizard:
C:\siebel\8.1.1.11.0\ses\config\config.bat -mode enterprise
Siebel Server Configuration Wizard:
C:\siebel\8.1.1.11.0\ses\config\config.bat -mode siebsrvr
Siebel Database Configuration Wizard:
C:\siebel\8.1.1.11.0\ses\config\config.bat -mode dbsrvr
Siebel Web Server Extension Configuration Wizard:
C:\siebel\8.1.1.11.0\sweapp\config\config.bat -mode swse
Siebel Management Agent Configuration Wizard:
C:\siebel\8.1.1.11.0\ses\config\config.bat -mode mgmtagent
Siebel Management Server Configuration Wizard (Windows only):
C:\sba81\mgmtsrvr\config\config.bat -mode mgmtsrvr
Go to Step 5 on page 63.
For an unattended configuration, start the Configuration Wizard, using the appropriate
command-line options:
If you are generating a response file, then start the wizard as described in Step 3 on page 61
and also using the -skipValidation option. You must also specify to save the response file
at the end of the wizard task. Use a command similar to the following:
install_path\config\config.bat -mode mode_name -skipValidation
If you are executing a response file you saved in a previous configuration session, then start
the wizard using the -responseFile option, specifying the name of the response file to
execute. Use a command similar to the following:
install_path\config\config.bat -mode mode_name -responseFile file_name
62
Extension Configuring the Siebel Gateway Name Server
where:
install_path is the installation path for the installed Siebel module (see examples in Step 3
on page 61)
mode_name specifies the Configuration Wizard to run (see examples in Step 3 on page 61)
file_name is the name of the response file you are executing
NOTE: For an unattended configuration, you would save and later execute separate response
files for configuring Siebel Gateway Name Server, Siebel Enterprise, SWSE logical profile, Siebel
Server, and Siebel Web Server Extension. Unattended configuration is not supported for the
Siebel database, Siebel Management Agent, or Siebel Management Server.
If you are generating a response file, then go to the next step. If you are executing a response
file, then the Configuration Wizard runs in unattended mode and completes configuration.
Respond to the prompts in the Configuration Wizard you are running:
For configuring the Siebel Gateway Name Server, see Configuring the Siebel Gateway Name
Server on page 63.
For configuring the Siebel Enterprise, see Configuring the Siebel Enterprise on page 64.
For installing the Siebel database, see Installing the Siebel Database on page 72.
For configuring the Siebel Server, see Configuring the Siebel Server on page 72.
For configuring the Siebel Web Server Extension (SWSE), see Process of Configuring the
For configuring the Siebel Management Agent, see Configuring Siebel Management Agents
on page 241.
For configuring the Siebel Management Server (on Windows only), see Configuring Siebel
Management Server on page 243.
Configuring the Siebel Gateway Name

Server
After you install the Siebel Gateway Name Server, you run the Siebel Configuration Wizard (Siebel
Enterprise Configuration) to configure the Siebel Gateway Name Server.
page 32
63
Extension Configuring the Siebel Enterprise
To configure the Siebel Gateway Name Server

1
Start the Siebel Enterprise Configuration Wizard.

For more information, see Starting a Siebel Configuration Wizard on page 60.
Choose Create New Configuration, then Configure a New Gateway Name Server.
Provide input as described in Table 5 on page 64. The wizard displays help text with more
information about most of these settings.
Configuration Settings for the Siebel Gateway Name Server

Table 5 describes the settings for configuring the Siebel Gateway Name Server.
Table 5.
Settings for Configuring the Siebel Gateway Name Server
Setting in Siebel
Configuration Wizard
Description
Gateway Name Server TCP/IP

Port
Specify the port number that this Siebel Gateway Name Server
uses for connections from Siebel Server or other components. The
default port number is 2320.
Language for Server

Messages and Logs
The primary language, which is used for server messages and log
files. Language support must be present on the server on which
you have installed the software. See also About Installing and
Deploying Siebel Business Applications with Multiple Languages on
page 120.
Autostart Gateway Name

Server System Service
Specify whether to start the Siebel Gateway Name Server system

service automatically when the operating system starts.
Enter location of response file
The location of a response file to save, if you intend to later

execute such a file to perform unattended configuration.
Configuring the Siebel Enterprise

The task for configuring the Siebel Enterprise lets you configure authentication using Siebel security
adapters, TLS or SSL encryption, and related settings. You can also modify these settings for an
existing Siebel Enterprise. In addition, you can configure many of these settings in the Siebel Server
Configuration Wizard, to override Siebel Enterprise-level settings for the current Siebel Server. Many
security settings also apply to configuring the SWSE logical profile. For detailed information about
security settings in the Configuration Wizards, see Siebel Security Guide.
64
page 32
To configure the Siebel Enterprise

1

Choose Create New Configuration, then Configure a New Enterprise in a Gateway Name Server.
Configuration Settings for the Siebel Enterprise

Table 6 describes the settings for configuring the Siebel Enterprise.
Table 6.
Setting in Siebel Configuration

Wizard (Parameter)
Gateway Name Server
Authentication User Account Name
Description
Specify the user name for the account, usually a database
account, that you are using for Siebel Gateway Name Server
authentication. For more information about this account and
the associated requirements, see Requirements for Siebel
Gateway Name Server Authentication on page 306.
NOTE: The first time that you configure a Siebel Enterprise
(before authentication settings have been propagated to the
Siebel Gateway Name Server), the user account name and
password fields have no effect.
Gateway Name Server

Authentication User Account
Password
Specify the password for the account that you are using for
Siebel Gateway Name Server authentication.
Gateway Name Server Host Name
Specify the host name of the computer on which the Siebel

Gateway Name Server is installed. For more information, see
Restrictions on Host Names for Siebel Gateway Name Server
and Siebel Server on page 292.
65
Table 6.

Wizard (Parameter)
Description
Gateway Name Server TCP/IP Port
Specify the port number that the Siebel Gateway Name

Server uses for connections from Siebel Server or other
components. The default port number is 2320. Use the port
number that you specified when you configured the Siebel
Gateway Name Server.
Siebel Enterprise Name
Specify the name that you want for the Siebel Enterprise.
For more information, see Restrictions on Names for Siebel
Enterprise and Siebel Server on page 293.
Enterprise Description
Provide a short description for the Siebel Enterprise.
(EnterpriseDesc)
Primary Siebel File System
(FileSystem)
Database Platform
Specify the location or locations of the Siebel File System.

For more information, see Creating the Siebel File System
on page 295.
The options are:
Oracle Database Enterprise Edition
IBM DB2 UDB for Linux UNIX Windows
IBM DB2 UDB for z/OS
Microsoft SQL Server
Microsoft SQL Server Host Name
(Microsoft SQL Server only)
Microsoft SQL Server Database

Name
Database Table Owner
(Oracle Database, DB2, or DB2 for z/OS only)
(TableOwner)
IBM DB2 Database Alias
(DB2 only)
Current IBM DB2 SQL ID / Group

Name
(DB2 for z/OS only)
Oracle SQLNet Connect String
(Oracle Database only)
Siebel Database User Account Name
(For all database platforms)
Siebel Database User Account

Password
66
Table 6.

Wizard (Parameter)
Enterprise Security Authentication
Profile
Description
The options are:
Database Authentication (default). Corresponds to

SecAdptMode parameter value DB.
Lightweight Directory Access Protocol (LDAP)

Authentication. Corresponds to SecAdptMode parameter
value LDAP.
Custom Security Authentication, using the Security SDK.

Corresponds to SecAdptMode parameter value CUSTOM.
Active Directory (ADSI) Authentication (Windows only).

Corresponds to SecAdptMode parameter value ADSI.
Database authentication is enabled by default. After you

configure a different security adapter, that adapter is not yet
enabled for use.
If you enable a security adapter after configuring it, then
manually set the parameter SecAdptMode using one of the
listed values. For example, do so for an Application Object
Manager component for which you are enabling a security
adapter, such as the security adapter for LDAP.
NOTE: It is strongly recommended that you keep database
authentication enabled for the Siebel Enterprise. As
applicable for your deployment, enable any non-database
security adapter for individual servers or components only,
using Server Manager.
For customers using Active Directory, it is generally
recommended that you use the LDAP security adapter
instead of the ADSI security adapter.
If, later in the same Configuration Wizard session, you select
the option Propagate Authentication Settings to the Gateway
Name Server, then the settings are also propagated for
Siebel Gateway Name Server authentication. For more
information, see Requirements for Siebel Gateway Name
Server Authentication on page 306. For more information
about all of the authentication options, see Siebel Security
Guide.
67
Table 6.

Wizard (Parameter)
Security Adapter Name (named
subsystem)
Description
In general, it is recommended that you accept the default
security adapter name. The default name depends on the
type of security adapter that you are configuring. Default
names are as follows:
DBSecAdpt
LDAPSecAdpt
CUSTOMSecAdpt
ADSISecAdpt

manually set the parameter SecAdptName to the same
name. For example, do so for an Application Object Manager
component for which you are enabling a security adapter,
such as the security adapter for LDAP. For more information
Guide.
Security Authentication Library CRC
Checksum
(CRC)
Directory Server Domain Name
LDAP, ADSI, or custom authentication only.

NOTE: This option does not apply to database
authentication. The same is true for all of the remaining
authentication settings, except those for Siebel Gateway
Name Server authentication.
LDAP or ADSI authentication only.
(ServerName)
LDAP Port Configuration
(Port)
Network TCP/IP Port Number
LDAP authentication only. The default port numbers are 389

or 636 (secure).
LDAP authentication only.
(Port)
Siebel Username Attribute
(UsernameAttributeType)
Siebel Password Attribute
(PasswordAttributeType)
Credentials Attribute
(CredentialsAttributeType)
LDAP Roles Attribute (optional)
(RolesAttributeType)
68
Table 6.

Wizard (Parameter)
Shared Database Account
Distinguished Name
Description
(SharedCredentialsDN)
Store shared database user
credentials as parameters
Shared Database Account Password
Siebel Application Distinguished

Name (DN)
(ApplicationUser)
Application Password
(ApplicationPassword)
Configure Web Single Sign-On (Web
SSO)
(SingleSignOn)
User Specification
(UserSpec)
Shared Secret
(TrustToken)
SSL Database Certificate File
(SslDatabase)
Hash User Passwords
(HashUserPwd)
Hash Database Passwords
(HashDBPwd)
Salt User Passwords
(SaltUserPwd)
Salt Attribute
(SaltAttributeType)
69
Table 6.

Wizard (Parameter)
Security Adapter Mapped User
Name
Description
(UseAdapterUserName)
Siebel User ID Attribute
(SiebelUsernameAttributeType)
Base Distinguished Name (DN)
(BaseDN)
Propagate Change
(PropagateChange)
Propagate Authentication Settings
to the Gateway Name Server
Select this option to propagate authentication settings that

you made to the Siebel Gateway Name Server.
NOTE: The first time that you specify Siebel Gateway Name
Server authentication settings at the start of the task, you
must select this check box. Subsequently, select this box
only when you are changing existing settings.
Microsoft SQL Server Port Number

This option appears only when database authentication for
Siebel Gateway Name Server authentication is used, and
you are propagating authentication settings to the Siebel
Tasks for Modifying Enterprise

Configurations
Some items shown apply to both creating a new Siebel

Enterprise and modifying an existing Siebel Enterprise.
NOTE: For listed tasks that do not appear for the Create
task, the applicable screens always display anyway.
70
Enterprise Database Connection Settings, which is listed

only in the task to modify the Siebel Enterprise
Enterprise Network Security Encryption Type
Charts Server Settings
Data Quality Products and Connectors
Enterprise Security Authentication Default, which is

listed only in the task to modify the Siebel Enterprise
Table 6.

Wizard (Parameter)
Charts Server Host Name
(DSChartServer)
Chart Image Format

(DSChartImageFormat)
Description
Appears only if you checked Charts Server Settings in Tasks
for Modifying Enterprise Configurations. Specify the host
name and the port number of the computer where you are
running the Siebel Charts server. Use the format
Charts_server_hostname:port_number. See Changing the
Siebel Charts Server Used by Siebel Web Clients on page 254.
for Modifying Enterprise Configurations. Choose png (the
default), jpg, or gif. Accepting the default is recommended.
The value must be in lower case. See Changing the Siebel
Charts Server Used by Siebel Web Clients on page 254.
Siebel Data Quality Matching
Appears only if you checked Data Quality Products and

Connectors in Tasks for Modifying Enterprise Configurations.
Choose None or Siebel Data Quality Connector.
Security Encryption Level or Type
This setting and all of the remaining items appear only if you
checked Enterprise Network Security Encryption Type in
Tasks for Modifying Enterprise Configurations. Options are:
(Crypt and ConnType)
SISNAPI Without Encryption
SISNAPI Using RSA Encryption Algorithm
SISNAPI Using TLS 1.2
SISNAPI Using SSL 3.0
SISNAPI Using Enhanced SSL 3.0 (requires hardware

proxy)
SISNAPI Using Microsoft Crypto Enhanced API

Encryption
For more information, see Siebel Security Guide.

Certificate File Name
(CertFileName)
Certificate Authority (CA)

This item and all of the remaining items appear only if you
selected one of the TLS or SSL options in Security Encryption
Level or Type. For more information, see Siebel Security
Guide.
(CACertFileName)
Private Key File Name
(KeyFileName)
71
Extension Installing the Siebel Database
Table 6.

Wizard (Parameter)
Description
Private Key File Password
(KeyFilePassword)
Enable Peer Authentication
(PeerAuth)
Validate Peer Certificate
(PeerCertValidation)


If you do not have an existing Siebel database, then you have to use the Siebel Database
Configuration Wizard to install this database. This task is described in Chapter 5, Installing the Siebel
Database on the RDBMS.
Before you install the Siebel database, you must review the guidelines described for your RDBMS in
Chapter 14, Configuring the RDBMS.
This task is a step in Roadmap for Installing and Configuring Siebel Business Applications for a New
Deployment on page 32. When you are following the task sequence in this roadmap, you must
perform the Siebel database tasks before you can configure the Siebel Server, as described in the
following topic.
Configuring the Siebel Server

Running the Siebel Server Configuration Wizard assumes that you have performed all of the
prerequisite configuration tasks: configuring the Siebel Gateway Name Server, Siebel Enterprise, and
SWSE logical profile, and installing the Siebel database.
After you have installed Siebel Server and performed the prerequisite tasks, you run the Siebel
Server Configuration Wizard to perform the Create New Configuration task as shown. This wizard
includes the tasks described in this topic.
NOTE: If you do not yet have a Siebel database, then you must configure the RDBMS and install the
Siebel database before you can configure the Siebel Server: the scenario that corresponds to the
first roadmap topic identified in the following list.
72
Extension Configuring the Siebel Server
page 32
NOTE: Run the Siebel Server Configuration Wizard without using the flag for skipping validation, so
that the wizard validates that the Siebel Gateway Name Server is running. If it is not running, then
the wizard does not let you proceed with the configuration.
To configure the Siebel Server

1
Start the Siebel Server Configuration Wizard.

Choose Create New Configuration.
Configuration Settings for the Siebel Server

Table 7 describes the settings for configuring the Siebel Server.
Table 7.

Wizard (Parameter)
Comment or Description
Gateway Name Server

Specify the user name for the account that you are using for
Gateway Name Server

Password

Gateway Name Server is installed.

Specify the name of the Siebel Enterprise that you

previously configured.
73
Table 7.

Wizard (Parameter)
Siebel Server Name
Represents the name of the Siebel Server configuration

instance, as it is stored in the Siebel Gateway Name Server.
Siebel Server Description
Provide a short description for the Siebel Server.
(ServerDesc)
Enable Component Groups
Specify the component groups to enable for this Siebel

Server. For more information about component groups, see
Siebel System Administration Guide.
Language for Server Messages and

Logs
The primary language, which is used for server messages

and log files. Language support must be present on the
server on which you have installed the software. See also
About Installing and Deploying Siebel Business Applications
with Multiple Languages on page 120.
(Lang)
Deployed Languages
Specifies which installed languages that you want to deploy.

Application Object Manager components are created for
each of these languages.
You can deploy languages that you installed but did not
deploy by running the Siebel Server Configuration Wizard
again and choosing the task Add Language Support for the
Siebel Server.
For more information, see About Installing and Deploying
Siebel Business Applications with Multiple Languages on
page 120 and Enabling and Disabling Language-Specific
Application Object Managers and Adding Languages on
page 112.
Siebel Connection Broker Port

(PortNumber)
Specify the TCP/IP port number for the Siebel Connection

Broker component. The default port number is 2321.
Remote Synchronization Manager

Port
Specify the TCP/IP port number for the Siebel Remote

Synchronization Manager component. The default port
number is 40400.
Clustering Configuration
Options include:
Siebel Server Cluster Virtual Host

Name/IP
74
Clustered using virtual host name
Clustered using virtual IP address
Not clustered
This option appears if you chose either of the two clustering

options.
Table 7.

Wizard (Parameter)

Name
This option appears if you chose the first clustering option

(Clustered using virtual host name).
Siebel Server Cluster Virtual IP
This option appears if you chose the second clustering

option (Clustered using virtual IP address).
Autostart Siebel Server System

Service
Specify whether the Siebel Server should start when

Windows starts.
Start Siebel Server System Service

During Configuration
Specify whether to start the Siebel Server system service

after the configuration has successfully executed.
NOTE: After configuring the Siebel Server, it is still
necessary to restart the Siebel Server manually for your
configuration selections to take effect.
Additional Tasks for Configuring the

Siebel Server
Specify subtasks for additional configuration of the Siebel

Server. Options include:
Server-Specific Security Encryption Settings. Use this

task to configure TLS or SSL communications between
this Siebel Server and other servers. For more
information, see Siebel Security Guide.
Server-Specific Security Authentication Profile

Assignment. Use this task to assign an existing security
adapter to this Siebel Server or to specific components.
For the Server-Specific Security Encryption Settings task.
(CertFileName)
Certificate Authority (CA) Certificate
File Name
(CACertFileName)
(KeyFileName)
Security Adapter Name
(SecAdptName and SecAdptMode)
For the Server-Specific Security Authentication Profile

Assignment task. Specify the existing security adapter you
are assigning to this Siebel Server or to individual server
components.
75
Extension Process of Configuring the Siebel Web Server Extension
Table 7.

Wizard (Parameter)
Security Authentication Scope for

Server

Assignment task. Options are:
Set this configuration for the entire Siebel Server

(server level)
Set this configuration for specific Object Managers

(component level)
Select Object Managers for Security

Adapter

Assignment task. The option appears if you specify that you
want to configure security for individual Application Object
Managers or other server components. Optionally, use
Server Manager for this purpose.

After you have already configured a Siebel Server, you can modify the Siebel Server configuration
using Siebel Server Manager, as described in Siebel System Administration Guide.
Process of Configuring the Siebel Web

Server Extension
To configure the Siebel Web Server Extension (SWSE), perform the following tasks:
Configuring the SWSE Logical Profile on page 77
Applying the SWSE Logical Profile on page 83
This process is a step in:
page 32
Related Topics
About Configuring the Siebel Web Server Extension on page 85
Additional Tasks for the Siebel Web Server Extension and the Web Server on page 132
Removing the SWSE Configuration on page 261
76
Configuring the SWSE Logical Profile

This procedure describes how to configure an SWSE logical profile. The same steps apply whether
you are configuring the first SWSE logical profile, reconfiguring the same profile with different
settings, or configuring any additional profile.
For background information, see About Configuring the Siebel Web Server Extension on page 85.
This topic is part of Process of Configuring the Siebel Web Server Extension on page 76.
To configure the SWSE logical profile

1

Choose Create New Configuration, then Configure a New Siebel Web Server Extension Logical
Profile.
information about these settings.
Configuration Settings for the SWSE Logical Profile

Table 8 describes the settings for configuring the SWSE logical profile.
Table 8.
Setting in Siebel
Parameter in
eapps.cfg File
[/SiebelApp_lang]
ConnectString
Part of the ConnectString value

represents the Siebel Enterprise name.
SWSE Logical Profile Name
Not applicable
By default, this location is the

admin\Webserver directory under the
home directory of the installed Siebel
Enterprise Server component (such as
Siebel Gateway Name Server).
For example, for Siebel CRM version
8.1.1.11 on Windows, the default SWSE
logical profile location is
C:\siebel\8.1.1.11.0\ses\gtwysrvr\
admin\Webserver.
You specify this location later when you
configure the SWSE, as described in
Applying the SWSE Logical Profile on
page 83.
77
Table 8.
Setting in Siebel
Parameter in
eapps.cfg File
Language for Server

Messages and Logs
[swe]
Language
The primary language, used for server

messages and log files. Specify the same
primary language that you selected when
configuring the Siebel Enterprise Server
software. See also About Installing and
Deploying Siebel Business Applications with
Multiple Languages on page 120.
Collect Application-Specific
Statistics
[swe]
AllowStats
Indicates whether to collect applicationspecific statistics.
Compression Type
[/SiebelApp_lang]
ConnectString
Specify the type of compression to use for

communications between the SWSE and
the Siebel Servers. Part of the
ConnectString value represents the
compression type.
Possible values are None or ZLIB.

HTTP 1.1-Compliant Firewall
and Enable Web Compression
[defaults]
DoCompression
For more information, see Enabling HTTP

Compression for Siebel Business
Applications on page 135.
Login Session Timeout Value
[defaults]
GuestSessionTimeout
The total number of seconds that a guest

session can remain inactive before the
guest user is logged out and the session
is closed.
Default value: 300 (in seconds)
Active Session Timeout Value
[defaults]
SessionTimeout
The total number of seconds that a

user is logged out and the session is
closed.
78
Table 8.
Setting in Siebel
Parameter in
eapps.cfg File
Web Site Name
None
Specify the name of the virtual Web site
that this Web server uses for Web browser
connections for Siebel applications. The
virtual directories for the Siebel
applications are created in this virtual
Web site.
The HTTP and HTTPS port number options
apply to the virtual Web site that you
specify with this option. For any custom
virtual Web site name, the port numbers
that you specify cannot be the same as
those that are already in use for Default
Web Site.
NOTE: This option applies only if you are
using Microsoft IIS 7 or later and you
have installed Siebel Patchset 5 or later
on top of the current release, Siebel CRM
For Microsoft IIS 7 or later, without Siebel
Patchset 5: The Siebel virtual directories
are created in the virtual Web site named
Siebel.
For Microsoft IIS 6: The Siebel virtual
directories are created in the virtual Web
site named Default Web Site.
Default value: Default Web Site
HTTP Port Number
[defaults]
HTTPPort
Specify the port number that this Web

server uses for Web browser connections.
The HTTP port number option applies to
the virtual Web site that you specify. For
any custom virtual Web site name, the
port number that you specify cannot be
the same as the corresponding port
number that is already in use for Default
Web Site.
Default value: 80
79
Table 8.
Setting in Siebel
Parameter in
eapps.cfg File
HTTPS Port Number
[defaults]
HTTPSPort
server uses for secure Web browser
connections.
The HTTPS port number option applies to
Web Site.
Default value: 443
Fully Qualified Domain Name
[defaults]
EnableFQDN
FQDN
If you specify a fully qualified domain

name, then the value is stored in the
FQDN parameter, and EnableFQDN is set
to TRUE.
High Interactivity or Employee

User Login Name and
Password
[defaults]
AnonUserName
AnonPassword
The Siebel user ID that starts the

anonymous session from which an end
user is shown the login page for an
employee application. (These applications
can be deployed using either high
interactivity or Siebel Open UI.)
Employee applications use these
parameters, which are defined in the
[defaults] section.
The EncryptedPassword parameter
specifies whether passwords are
encrypted in the eapps.cfg file.
For more information about anonymous
users, see Requirements for Configuring
Anonymous Users for the Siebel Web
Server Extension on page 317.
Password Encryption
80
[defaults]
EncryptedPassword
Specifies whether to encrypt all of the

passwords stored in the eapps.cfg file. By
default, EncryptedPassword is TRUE. For
more information about managing
encrypted passwords, see Siebel Security
Guide.
Table 8.
Setting in Siebel
Parameter in
eapps.cfg File
Standard Interactivity or
Contact User Login Name and
Password
[/SiebelApp_lang]
AnonUserName
AnonPassword
user is shown the login page for a
customer application. This anonymous
user must have access to any public view
in the Siebel application.
For customer applications only, these
parameters are defined in applicationspecific sections of the eapps.cfg file.
These values override the values defined
in the [defaults] section, which are used
by employee applications.
Siebel Enterprise Security

Token
[/SiebelApp_lang]
SiebEntTrustToken
A password that is used to update static

files on the Web server.
For more information about this token,
see About the Siebel Enterprise Security
Token on page 138.
Web Server-Specific
Statistics: Default Statistics
Page for Web Server
[defaults]
statspage
The default value is _stats.swe. It is

recommended that you change the
default value, so that the Web server
statistics are saved into a different file
name.
81
Table 8.
Setting in Siebel
Parameter in
eapps.cfg File
Select the Connection Protocol

and Encryption
Not applicable
Specify if you are using TLS (Transport
Layer Security) or SSL (Secure Sockets
Layer) for communication between Siebel
Servers and the SWSE.
Choices are TCP/IP (no encryption, the
default), TLS, or SSL.
TLS or SSL settings for SWSE must be
compatible with those for Siebel Servers
that connect to this Web server.
The wizard prompts for remaining
parameters related to TLS or SSL only if
you select one of these options.
For more information about TLS, SSL, and
the related parameters defined in the
[ConnMgmt] section of the eapps.cfg file,
see Siebel Security Guide.
Deploy SSL or TLS in the

Enterprise
Not applicable

[ConnMgmt]
CertFileName
For more information, see Siebel Security

Guide.
Certification Authority (CA)

[ConnMgmt]
CACertFileName

Guide.
Private Key File Name and

Password
[ConnMgmt]
KeyFileName
KeyFilePassword

Guide.
[ConnMgmt]
PeerAuth

Guide.
Validate Peer Authentication
[ConnMgmt]
PeerCertValidation

Guide.
Not applicable
The location of a response file to save, if

you intend to later execute such a file to
perform unattended configuration.
82

This procedure describes the steps for applying a logical profile to a specific installed instance of
SWSE. You perform the same procedure for each SWSE.
NOTE: When the SWSE and the Web server are on a different computer from the Siebel Gateway
Name Server (as is typical), then, after creating the profile as described in Configuring the SWSE
Logical Profile on page 77, you must either copy the profile directory to the Web server computer or
provide remote access to the directory for the task described in this topic. For example, on Windows
you might map the profile directory to the applicable drive on the remote computer.
On Microsoft Windows with Microsoft IIS, you can precustomize which virtual directories to create on
the Web server. For more information, see Creating Custom Virtual Directories on page 134. When
you configure the SWSE and add new virtual directories, existing virtual directories are not deleted.
For information about where the virtual directories are created on Microsoft IIS, see Verifying the
Siebel Virtual Directories on the Web Server on page 133. For information about supported versions
of Microsoft IIS, see the Certifications tab on My Oracle Support. See also Installing the Web Server
on page 313.
This topic is part of Process of Configuring the Siebel Web Server Extension on page 76.
For background information, see About Configuring the Siebel Web Server Extension on page 85.
To apply the SWSE logical profile

1
Determine which SWSE logical profile to use for this installed instance of SWSE.
Verify access to the logical profile directory, if it is located on a remote computer.
If you will be using load balancing, then make sure that you created the lbconfig.txt file and
placed it in the SWSE logical profile directory.
on page 106.
Start the Siebel Web Server Extension Configuration Wizard.

Choose Apply an SWSE Logical Profile.
Provide input as described in Table 9 on page 84.

The wizard displays help text with more information about these settings.
NOTE: When the task to apply the SWSE logical profile is complete, the Web server is stopped
and restarted automatically.
83
Table 9.
Setting in SWSE
Deployed Languages
Each language that you select must be an installed language. For
each deployed language and each application, a separate section
is created in the eapps.cfg or eapps_sia.cfg file. For example,
Siebel Call Center uses the sections named [/callcenter_lang].
Part of the ConnectString value represents the three-letter code
for the deployed language.
You can deploy languages that you installed but did not deploy by
running the SWSE Configuration Wizard again and choosing the
task Add Language Support for the SWSE Configuration. For more
information, see About Installing and Deploying Siebel Business
Applications with Multiple Languages on page 120.
Select a Load Balancer
Specify whether you are using Siebel native load balancing, thirdparty load balancing, or no load balancing. Specify no load
balancing for a deployment with a single Siebel Server. For more
information, see Process of Configuring Load Balancing for Siebel
Business Applications on page 106.
Siebel Server Host Name

(Siebel Server)
The host name of the Siebel Server computer. Specify this for a
deployment with a single Siebel Server.
The Siebel Connection Broker (SCBroker) port number on the

Siebel Server computer. Specify this port number for a
deployment with a single Siebel Server. The default port number
for SCBroker is 2321.
NOTE: This port number is used for all of the communications
between the Web server and the Siebel Server. Make sure that the
port number that you specify for SCBroker is not occupied by any
other applications, other Siebel components (such as Siebel
Gateway Name Server), or other Siebel Server instances.
For more information about the SCBroker component, see Siebel
Deployment Planning Guide and Siebel System Administration
Guide.
If you want to change an SCBroker port number later, then use
Siebel Server Manager to specify a value for the Static Port
Number parameter (alias PortNumber).
Host Name or Virtual IP

Address for Third-Party Load
Balancer
A host name or virtual IP address for use with a third-party load

balancer.
Network Port Number for

Third-Party Load Balancer
A network port number for use with a third-party load balancer.
84
Extension About Configuring the Siebel Web Server Extension
Table 9.
Setting in SWSE

Logical Profile Location
The location of the SWSE logical profile that you created in

Configuring the SWSE Logical Profile on page 77.

About Configuring the Siebel Web Server

Extension
As described in Process of Configuring the Siebel Web Server Extension on page 76, you configure
the Siebel Web Server Extension (SWSE) in two phases: creating the SWSE logical profile on the
Siebel Gateway Name Server computer and configuring the installed instance of SWSE on the Web
server computer.
You can use the same SWSE logical profile with multiple SWSE instances. You can also create multiple
SWSE logical profiles for use with sets of SWSE instances with different configuration requirements.
It is strongly suggested that you retain all of the SWSE logical profiles and note the SWSE instances
to which you applied each profile.
To change a setting that was specified in the SWSE logical profile, perform the SWSE logical profile
configuration task again, specifying the same or a different name. If you configure an SWSE logical
profile and specify the location of an existing logical profile, then the existing profile is replaced with
the new one. You must reapply the logical profile to each applicable SWSE.
About SWSE Configuration and the eapps.cfg File

It is possible to manually edit settings in the eapps.cfg file. However, doing so might cause this file
to become out of sync with the SWSE logical profile. If the SWSE logical profile is re-created or
reapplied, then your manual changes to the eapps.cfg file might be lost.
About SWSE Configuration and Encryption Type

If you create the SWSE logical profile directly after configuring the Siebel Enterprise, then the profile
derives the encryption type from temporary data defined during the previous task, unless you skip
validation in the Siebel Configuration Wizard.
If you create the SWSE logical profile without validating the user input in the Configuration Wizard,
then the encryption type is set to None in the ConnectString parameters in the eapps.cfg and
eapps_sia.cfg files. The connect string value None is compatible with Siebel Enterprise configuration
encryption type choices of SISNAPI Without Encryption, SISNAPI Using TLS 1.2, SISNAPI Using SSL
3.0, or SISNAPI Using Enhanced SSL 3.0. For more information about validation in the Configuration
Wizard, see Starting a Siebel Configuration Wizard on page 60.
85
Extension About Configuring the Siebel Web Server Extension
NOTE: If you configured the Siebel Enterprise with the encryption type set to either SISNAPI Using
RSA Encryption Algorithm or SISNAPI Using Microsoft Crypto Enhanced API Encryption, then it is
strongly recommended not to create the SWSE logical profile with validation skipped, so that the
encryption settings are compatible between the Siebel Servers and the SWSE (as is required).
For more information about encryption type and Transport Layer Security (TLS) or Secure Sockets
Layer (SSL) settings, see Siebel Security Guide.
Related Topics
86

on the RDBMS
This chapter describes running the Database Configuration Wizard to install the Siebel database and
related tasks. This chapter is written for administrators who run the Database Configuration Wizard
and for database administrators (DBAs) who perform related tasks on the relational database
management system (RDBMS). It includes the following topics:
About Installing the Siebel Database on page 87
Creating Table Owner and Administrator Accounts on page 90
Installing the Stored Procedures and User-Defined Functions on IBM DB2 on page 93
Installing the Siebel Database on page 94
Setting Up Your Environment to Support Global Time Zone on page 99
Populating the Siebel File System on page 100
Importing a Siebel Repository Manually into the Siebel Database on page 100
NOTE: If your database is IBM DB2 for z/OS, then see Implementing Siebel Business Applications
on DB2 for z/OS instead of this chapter. See also the relevant information in Planning RDBMS
Installation and Configuration on page 287.
About Installing the Siebel Database

CAUTION: In an upgrade environment, or in another environment where you have an existing Siebel
database, you generally do not perform any of the tasks mentioned in this chapter. For more
information, see About Installing in Upgrade Environments on page 281 and Roadmap for Installing
and Configuring Siebel Business Applications in an Upgrade Case (Existing Database) on page 36.
The Siebel database on the RDBMS stores the data used by Siebel Business Applications. Siebel
Server components (particularly Application Object Managers supporting Siebel Web Clients), Siebel
Tools, and Siebel Developer Web Clients connect directly to the Siebel database and make changes
in real time.
Siebel Mobile Web Clients download a subset of the server data to use locally. They periodically
synchronize with the Siebel database through the Siebel Remote components on the Siebel Server.
The synchronization process updates both the local database and the Siebel database.
The Siebel Database Configuration Utilities (sometimes called the Siebel Database Server) refers to
a set of files that you install on a Siebel Server computer, using the Siebel Enterprise Server installer.
These files are accessed when you run the Database Configuration Wizard and the Siebel Upgrade
Wizard in order to install and configure the Siebel database on the RDBMS.
NOTE: In the Database Configuration Wizard, the main task that you perform is called installing the
Siebel database. Additional tasks described in this chapter are sometimes referred to by using the
general phrase configuring the Siebel database.
87
Installing the Siebel Database on the RDBMS About Installing the Siebel Database
For instructions on installing Database Configuration Utilities, Siebel Server, and other Siebel
Enterprise Server components, see Chapter 3, Installing Siebel Enterprise Server Components and the
Siebel Web Server Extension.
NOTE: This chapter assumes that you have already created the database instance. It also assumes
that you have already installed the Database Configuration Utilities on the same computer as a Siebel
Server, and in the same top-level installation directory. You install the Database Configuration
Utilities only once, on a single Siebel Server computer. It is recommended that you install the Siebel
Server and the Database Configuration Utilities at the same time.
For a new deployment, you must install a Siebel Server and the Database Configuration Utilities on
the same computer as the Siebel Gateway Name Server. For more information, see Requirements
for Siebel Gateway Name Server Authentication on page 306. For information about the tasks that you
must perform in the RDBMS before you install the Database Configuration Utilities, see Chapter 14,
Configuring the RDBMS.
The Database Configuration Utilities installed software has no run-time role in managing database
operations for users running Siebel Business Applications. Some of the tasks that you can perform
with the Database Configuration Wizard are for upgrades only, and are described in Siebel Database
Upgrade Guide. For more information about the wizards provided for configuring Siebel Business
Applications software, see Appendix B, Siebel Configuration Wizard Reference.
NOTE: After performing a new installation, you must run the Configuration Wizards as described in
this book. For more information, see Installation-Related Changes for Siebel Innovation Pack 2013
on page 27.
This topic includes the following information:
About Installing a Database on page 88
About Adding a Language to an Existing Database on page 89
About Database Updates for Siebel CRM Version 8.1.1.11 or Version 8.2.2.4 on page 89
About Installing a Database

When you choose Install Database from the Siebel Database Operation screen in the Database
Configuration Wizard, the utility performs several tasks within the database instance that you have
already created.
The Database Configuration Wizard is available on the computer on which you installed the Siebel
Server and the Database Configuration Utilities.
Before installing the Siebel database, review all of the applicable requirements. The Install Database
operation does the following:
Creates the Siebel schema. Tables and indexes are created in their respective specified
tablespaces.
Inserts Siebel seed data specific to your database. Seed data is inserted for the primary language
only. This task also installs views, packages, and procedures for your database.
Imports the Siebel Repository. The Repository is imported for the primary language only.
88
Installing the Siebel Database on the RDBMS About Installing the Siebel Database
Sets system preferences.
This topic is part of About Installing the Siebel Database on page 87.
About Adding a Language to an Existing Database

Adding a language to an existing Siebel database installs seed data to support that language. After
the database is initially installed with the primary language, each additional language must be
installed separately using an add-language operation.
To add a new language to previously installed Siebel Business Applications, you must have installed
its Siebel language pack on the installed Siebel Server, using the Siebel Enterprise Server installer.
See also About Installing and Deploying Siebel Business Applications with Multiple Languages on
page 120.
After adding a language, you must import the Siebel Repository for this language. For more
information, see Importing a Siebel Repository Manually into the Siebel Database on page 100.
After you have added a language to the Siebel database, your seed data is multilingual. You must
enable the multilingual list of values (MLOV) capability for Siebel Business Applications, and you
must enable individual LOVs associated with the language. For more information, see:
Configuring Siebel Business Applications
For Siebel language support, Unicode support, and legacy code page support, see 1513102.1
(Article ID) for Siebel CRM version 8.1.1.x or 1524342.1 (Article ID) for Siebel CRM version
8.2.2.x on My Oracle Support.
About Database Updates for Siebel CRM Version

8.1.1.11 or Version 8.2.2.4
If you have installed the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, as a new
installation, then you use the Database Configuration Wizard task to install a new Siebel database.
This database contains schema changes, Siebel Repository changes, and seed data for Siebel CRM
functionality through the current release.
For an existing installation, running Incremental Repository Merge is required for Siebel Innovation
Pack 2013. That is, if you install Siebel CRM version 8.1.1.11 or version 8.2.2.4 as a patch installation
(in which case you perform migration installations for existing installations of Siebel Enterprise
Server and SWSE), then you must use the Incremental Repository Merge feature to update your
Siebel database to the current release level.
For information about the product enhancements in Siebel CRM version 8.1.1.11 or version 8.2.2.4,
see the applicable Siebel Maintenance Release Guide on My Oracle Support. For information about
setting up and using Incremental Repository Merge, see Siebel Database Upgrade Guide.
89
Installing the Siebel Database on the RDBMS Creating Table Owner and Administrator
Accounts
Related Topics
Installing and Using the Siebel Sample Database on page 157
Creating Table Owner and Administrator

Accounts
Create the table owner and administrator accounts according to the guidelines provided for each
database platform identified in this topic. These accounts are created by updating and running the
grantusr.sql script. Record all of the relevant data, such as the table owner name and password, in
the worksheets provided in Appendix A, Siebel Deployment Planning Worksheet.
NOTE: For each applicable database platform, if you are planning to use Siebel Marketing, then also
grant DROP TABLE, DROP INDEX, CREATE TABLE, and CREATE INDEX rights at the database level
within the OLTP schema to the table owner or the database user ID used for Siebel Marketing. For
more information, see Siebel Marketing Installation and Administration Guide.
CAUTION: It is strongly recommended not to change the name of the Siebel administrator account,
SADMIN. This account must be created so that you can log in to Siebel Business Applications as the
Siebel administrator. For information about changing the password for this account, see Siebel
Security Guide.
NOTE: Before you execute grantusr.sql, confirm that this script will create all of the users that must
be created before you install the Siebel database. Optionally, you can also modify the script to define
the anonymous users that you will specify when configuring the Siebel Web Server Extension. For
more information, see Requirements for Configuring Anonymous Users for the Siebel Web Server
Extension on page 317.
Running the grantusr.sql Script on an Oracle Database on page 90
Running the grantusr.sql Script on IBM DB2 on page 91
Running the grantusr.sql Script on Microsoft SQL Server on page 93
Running the grantusr.sql Script on an Oracle Database

Before you install the Siebel database, your DBA must review, modify, and execute the grantusr.sql
script.
The administrator executes grantusr.sql against the database instance to create the Siebel table
owner account, the Siebel administrator account (default: SADMIN), the LDAPUSER account, and the
role SSE_ROLE and to grant them appropriate privileges. The script also creates the default
tablespace. The grantusr.sql script is located in the DBSRVR_ROOT\ORACLE subdirectory.
90
Accounts
After executing grantusr.sql, the DBA must manually create all of the additional tablespaces (for data
or indexes) that you require in your Siebel database. To do this, use commands similar to the existing
ALTER USER command defined in grantusr.sql for creating the default tablespace. Use commands
similar to the following:
ALTER USER TABLE_OWNER quota unlimited on tablespace_name;
where:
TABLE_OWNER is the name of the Siebel table owner account.
tablespace_name is the name that you are using for each particular tablespace. If it is necessary,
then the quota value can be adjusted to an appropriate value for each tablespace.
The grantusr.sql script performs the following functions:
Creates the role SSE_ROLE and grants CREATE SESSION privilege to this role.
Creates the Siebel table owner account and grants other appropriate privileges to this account.
Creates the accounts SADMIN (the Siebel administrator) and LDAPUSER and grants the role
SSE_ROLE to them.
Creates the default tablespace.
Passwords are prompted for by the script, rather than defined within the script.
The length and allowable characters for the user name and password depend on the rules of your
underlying RDBMS platform. For more information, see Oracle Database documentation.
This topic is part of Creating Table Owner and Administrator Accounts on page 90.
To run the grantusr.sql script on an Oracle Database

1
Execute the grantusr.sql script from SQL*Plus, using an account with DBA privileges, and using
the following command:
@c:\SIEBEL_ROOT\dbsrvr\oracle\grantusr.sql
NOTE: You must specify the full path to the grantusr.sql file.
Enter the tablespace name listed in Appendix A, Siebel Deployment Planning Worksheet.
Running the grantusr.sql Script on IBM DB2

Before you install the Siebel database, your DBA must manually create the Siebel table owner
account, the Siebel administrator account (default: SADMIN), and the SSE_ROLE group. The DBA
must then add the Siebel administrator account to the SSE_ROLE group at the operating system
level.
Before you install the Siebel database, execute the grantusr.sql script against your database server
to grant the appropriate privileges to these users. The grantusr.sql script is located in the
DBSRVR_ROOT\DB2UDB subdirectory.
91
Accounts
Your DBA must review and execute this script, which performs the following functions:
Grants DBA administration (DBADM) privileges to the table owner account.
Grants CONNECT privileges to the SSE_ROLE group.
You cannot create the LDAPUSER account by running grantusr.sql. This account must belong to the
SSE_ROLE group and be created by the DBA or the Windows network administrator, as appropriate.
For more information about authentication using the LDAP security adapter, see Siebel Security
Guide.
To run the grantusr.sql script on IBM DB2

1
Execute the grantusr.sql script from a DB2 Command Window, using an account with DBA
privileges.
The usual DB2 System Administration account is called db2admin for this procedure.
CAUTION: Use the DB2 Command Window, not the Command Line Processor, to enter these
commands, because the Command Line Processor window uses different syntax. The commands
in this procedure must be issued in a DB2 Command Window.
Enter the following commands:

db2 connect to DB2database_alias user instance_owner_username using password
db2 -vf SIEBEL_ROOT\DBSRVR\DB2UDB\grantusr.sql
where:
DB2database_alias is the DB2 alias that you use
instance_owner_username is the login ID of the database instance owner
password is the password for the database instance owner
SIEBEL_ROOT is the full path to the Siebel root directory
The script prompts you for the default tablespace in which your Siebel objects are to be created.
Enter the tablespace name that you recorded in the copy that you made of Appendix A, Siebel
Deployment Planning Worksheet, and exit the script.
The length and allowable characters of the account names and passwords depend on the rules of
your underlying RDBMS platform. For more information, see IBM DB2 documentation.
Before you install the Siebel database, see Installing the Stored Procedures and User-Defined
Functions on IBM DB2 on page 93.
92
Installing the Siebel Database on the RDBMS Installing the Stored Procedures and
User-Defined Functions on IBM DB2
Running the grantusr.sql Script on Microsoft SQL Server

Before you install the Siebel database, your DBA must review, modify, and execute the grantusr.sql
script.
The administrator executes grantusr.sql against the database to set up minimum security. The
grantusr.sql script is located in the DBSRVR_ROOT\MSSQL subdirectory.
The grantusr.sql script performs the following functions:
Creates database accounts (logins) for the SADMIN (Siebel administrator) account, the table
owner account, and the LDAPUSER account.
Creates users for each of these accounts, except the table owner account, which will be turned
into a dbo by the stored procedure sp_changedbowner.
Grants SSE_ROLE to each account, except dbo.
To change the account name or the database name, edit grantusr.sql. The length and allowable
characters of the account names and passwords depend on the rules of your underlying RDBMS
platform. For more information, see Microsoft SQL Server documentation.
To run the grantusr.sql script on Microsoft SQL Server

1
Open grantusr.sql in Microsoft Query Analyzer.
Execute the script.
Installing the Stored Procedures and

User-Defined Functions on IBM DB2
On IBM DB2, after installing the Database Configuration Utilities, you must copy stored procedures
and user-defined functions (UDFs) from the Database Configuration Utilities installation to the DB2
database server.
Any method that transfers the necessary files to the correct location on the database server is
acceptable. To copy the stored procedure code, complete the procedure that follows. Use the steps
appropriate to the operating systems for the Database Configuration Utilities and the RDBMS. For
information about how to perform basic IBM DB2 tasks, see the Quick Beginnings guide from IBM.
To copy and install the stored procedures and user-defined functions

1
Log on to the Siebel Server computer on which you installed the Database Configuration Utilities.
Navigate to the following subdirectory in the Database Configuration Utilities installation

directory:
DBSRVR_ROOT\DB2UDB\SIEBPROC\DBSRVR_OS
93
Installing the Siebel Database on the RDBMS Installing the Siebel Database
where:
DBSRVR_ROOT is the Database Configuration Utilities component subdirectory of your Siebel

Business Applications installation directory (SIEBEL_ROOT\dbsrvr)
DBSRVR_OS is the string corresponding to the operating system your database server
(RDBMS) runs on, such as WIN32
Copy the file siebproc.dll to the FUNCTION subdirectory within the DB2 instance directory on the
RDBMS computer where DB2 is installed.
For example, on Windows, this location might be C:\SQLLIB\FUNCTION or C:\Program
Files\SQLLIB\FUNCTION.
For a 64-bit DB2 database, do one of the following instead:
For a 64-bit DB2 database running on Itanium architecture, copy the file siebproc64.dll to
the SQLLIB\FUNCTION directory, and rename it to siebproc.dll.
For a 64-bit DB2 database running on X64 architecture, copy the file siebprocEMT64.dll to
the SQLLIB\FUNCTION directory, and rename it to siebproc.dll.
Proceed to Installing the Siebel Database on page 94.

This topic describes how to install the Siebel database on the RDBMS. This task is a step in Roadmap
for Installing and Configuring Siebel Business Applications for a New Deployment on page 32. (Also
perform all of the other applicable tasks in this chapter.)
NOTE: Before you run the Database Configuration Wizard, review the information about Siebel
database updates for Siebel CRM version 8.1.1.11 or version 8.2.2.4, in About Installing the Siebel
Database on page 87.
To install Siebel database components

1
Start the Database Configuration Wizard. Choose Start, All Programs, Siebel Enterprise Server
Configuration 8.1.1.11.0 or 8.2.2.4.0, and then Database Server Configuration.
On the Siebel Server Directory screen, do one of the following, and click Next:
94
Accept the default value displayed in the Siebel Server Directory field. The location that you
specify is the SIEBSRVR_ROOT installation directory. For example, for Siebel CRM version
8.1.1.11, this directory might be C:\siebel\8.1.1.11.0\ses\siebsrvr.
Click Browse to select a different Siebel Server installation location.
On the Siebel Database Server Directory screen, do one of the following, and click Next:
Accept the default path displayed in the Siebel Database Server Directory field. The location
that you specify is the Siebel Database Configuration Utilities installation directory (the
DBSRVR_ROOT directory). For example, for Siebel CRM version 8.1.1.11, this directory might
be C:\siebel\8.1.1.11.0\ses\dbsrvr.
Click Browse to select a different Siebel Database Configuration Utilities installation location.
On the RDBMS Platform screen, select one of the following platforms, and click Next:
On the Siebel Database Operation screen, select Install Database from the list, and click Next.
On the Select Installation Operation screen, select Install Siebel Database to install a new Siebel
database, or select Add a Language to an Existing Siebel Database, and then click Next.
The Install Siebel Database option creates the Siebel schema and inserts seed data and Siebel
Repository data for the primary language at the end of the Configuration Wizard session.
If you instead selected Add a Language to an Existing Siebel Database, then go to Step 10 on
page 95. You must have included the language when you installed the Siebel Server and
Database Configuration Utilities. For more information, see About Installing and Deploying Siebel
Business Applications with Multiple Languages on page 120.
On the next screen, confirm that you want to install a new Siebel database, or indicate that you
already have a Siebel database.
On the Siebel User/Role Creation screen, confirm that you (or a database administrator) have
already run the grantusr.sql script to set up table owner and administrator accounts.
NOTE: The table owner and administrator accounts must be in place or you will not be able to
complete the installation of the tables, indexes, and seed data in the Siebel database. For more
information, see Creating Table Owner and Administrator Accounts on page 90.
If you already ran grantusr.sql, then select the corresponding option, and click Next.
If you did not already run grantusr.sql, then exit the Database Configuration Wizard, and run
the script now. When the script has finished executing, restart the Configuration Wizard.
On the Database Encoding screen, identify the appropriate database encoding method, and click
Next:
UNICODE Database
Non-UNICODE Database
CAUTION: Choose the correct option for your database to prevent installing the wrong data
types. The database cannot create Unicode data types on a non-Unicode page setting, so check
this setting carefully before choosing this option.
NOTE: Before you select languages in the next two steps, review the information about code
pages in Planning RDBMS Installation and Configuration on page 287.
10 On the Base Language screen, specify which language serves as the primary language (base
language) for the Siebel database.
The languages listed in this screen are those for which you previously installed Siebel language
packs on the Siebel Server where you also installed Database Configuration Utilities.
NOTE: If you installed a single Siebel language pack on the Siebel Server where you also
installed Database Configuration Utilities, then this screen does not appear. Go to the next step.
95
Do one of the following, and click Next:
If you are installing a new Siebel database, then specify the language that will be the primary
language. Seed data and Siebel Repository data will be installed for this language. Go to
Step 12 on page 96.
If you are adding a language to an existing Siebel database, then specify the language that
you already installed as the primary language. Go to the next step.
11 On the Language Selection screen, select the language that you want to install in the Siebel
database. Select the language in which you want to run your database (for an install database
operation), or choose the language that you want to add (for an Add Language operation).
packs on the Siebel Server where you also installed Database Configuration Utilities.
NOTE: If you installed multiple Siebel language packs on the Siebel Server where you also
installed Database Configuration Utilities, and you are installing a new Siebel database, then this
screen does not appear. (You already selected the language from the Base Language screen in
the previous step.) Go to the next step.
Do one of the following, and click Next:
If you are installing a new Siebel database and only one Siebel language pack was installed
on the Siebel Server where you also installed Database Configuration Utilities, then this
screen appears instead of the Base Language screen displayed in the previous step. Select
the installed language, which will be the primary (base) language for your database. Seed
data and Siebel Repository data will be installed for this language.
If you are adding a language, then select the language that you want to add. Seed data will
be installed for this language. You must import the Siebel Repository for this language
separately.
For an add-language operation, some of the remaining screens do not apply. Go to the next
applicable step.
12 On the ODBC Data Source Name screen, indicate the name for the ODBC data source, such as
sieb81_DSN or sieb82_DSN, and click Next.
For more information about the ODBC data source, see Planning RDBMS Installation and
Configuration on page 287.
13 On the Siebel Database User Name screen, indicate the following, and click Next:
Database User Name. Type the user name of the Siebel administrator; for example, sadmin.
14 On the Siebel Database Password screen, indicate the following, and click Next:
Database Password. Type the password for the Siebel administrator.
Database Password (confirm). Retype the password to confirm it.
15 On the Siebel Database Table Owner screen, indicate the following, and click Next:
Database Table Owner. Type the name of the Siebel database table owner or the account that
will own the Siebel objects.
96
16 On the Siebel Database Table Owner Password screen, indicate the following, and click Next:
Database Table Owner Password. Type the password for the Siebel database table owner.
Database Table Owner Password (confirm). Retype the password to confirm it.
17 (IBM DB2 only) On the Index Table Space Name screen, indicate the following, and click Next:
Index Table Space Name. Type the name for your index tablespace; for example, SBL_INDX.
(Tablespace names must not contain spaces; underscores are allowed.)
18 (IBM DB2 only) On the 4K Table Space Name screen, indicate the following, and click Next:
4K Table Space Name. Type the name for your 4-KB tablespace; for example, TBS_4K.
21 (Oracle Database only) On the Index Table Space Name screen, indicate the following, and click
Next:
Index Table Space Name. Type the name for your index tablespace; for example, INDEX01.
22 (Oracle Database only) On the Table Space Name screen, indicate the following, and click Next:
Table Space Name. Type the name for your tablespace; for example, DATA01. (Tablespace
names must not contain spaces; underscores are allowed.)
23 (Microsoft SQL Server only) On the Repository Selection screen, specify if you are using binary
sort order or case-sensitive sort order for the Siebel Repository, and click Next.
24 (Oracle Database and Microsoft SQL Server only) On the Siebel License Key Option screen,
specify whether you will enter the license key now or later, and click Next.
If you are not entering the license key in this field, then you can enter it later using Siebel Tools.
25 On the License Key screen, enter the license key, and click Next.
26 On the Repository Name screen, specify the name of the Siebel Repository, and click Next.
27 (Oracle Database only) On the Oracle Parallel Index screen, specify the statement describing
your database environment, and click Next:
Does not use the Oracle Parallel Indexing option
Uses the Oracle Parallel Indexing option
97
If you have a single-CPU environment, then choose the first option. If you have a multiple-CPU
environment, then choose the first or second option, depending on whether you are running your
Oracle Database with parallel indexing on.
28 On the Security Group ID / Grantee screen, indicate the following, and click Next:
Security Group ID / Grantee. Type the name for your security group; for example, SSE_ROLE.
29 On the Log Output Directory screen, accept the default log directory or enter a new directory
By default, logging occurs in the SIEBSRVR_ROOT\log\operation\output directory. In this path,
operation corresponds to the operation that you are performing, such as install for an Install
Database operation or install_lang for an Add Language operation.
The next screen asks if you are ready to apply configuration changes to the Siebel database now,
using the Siebel Upgrade Wizard, or will do so later. The following message is displayed:
Configuration is complete: your output will be saved under $SiebelRoot/siebsrvr/
bin/master_<process>.ucf. Would you like to deploy the process you configured to
the database now or later?
NOTE: Check the Siebel Release Notes on My Oracle Support for the current release. If this
document describes any tasks that you must perform to modify the generated SQL files, then
modify the generated SQL files as necessary before you execute the SQL in the Siebel Upgrade
Wizard.
30 Choose one of the following, and click Next:
Yes apply configuration changes now. Choose this option if you want the generated SQL
files to be executed in the Siebel Upgrade Wizard.
No I will apply configuration changes later. Choose this option if you do not want the
generated SQL files to be executed in the Siebel Upgrade Wizard. In this case, you must run
the Upgrade Wizard manually at a later time in order to execute the generated SQL files.
If you choose to apply configuration changes later, then the command line to apply the
configuration later is:
SIEBEL_ROOT\siebsrvr\bin\siebupg.exe /m master_operation.ucf
For this procedure, operation is either install or install_lang.
NOTE: If you ran the Database Configuration Wizard previously, then the SQL files might already
have been generated by the sqlgen.exe program. In this case, this program will not run again in
the current session. Whether sqlgen.exe runs depends on the existence of the file
DBSRVR_ROOT\COMMON\sqlgen.usg. If this file does not exist, then sqlgen.exe will run and the SQL
files will be regenerated. If you want to force sqlgen.exe to run, then you can manually delete
sqlgen.usg.
31 On the Configuration Parameter Review screen, review the values that you entered on the
previous screens in the Database Configuration Wizard:
98
If you have to change any values, then click Back and Next to access the screens on which
to change entries, and then to return to this screen.
Installing the Siebel Database on the RDBMS Setting Up Your Environment to Support
Global Time Zone
Alternatively, you can click Cancel to cancel the Database Configuration Wizard session, then
restart the wizard and enter different values.
When you have verified your input, click Next. Doing so generates SQL files that you will then
apply to the database. When all of the SQL files have been generated, a message appears,
stating The configuration changes were applied successfully. Click OK.
If you chose No in Step 30 on page 98, then the Siebel Upgrade Wizard does not appear. You must
run it manually, after reviewing the generated SQL files.
If you chose Yes in Step 30 on page 98, then the Siebel Upgrade Wizard appears.
NOTE: When you run the Siebel Upgrade Wizard, if a program or system error occurs, then you
can rerun the wizard, starting at the point at which the wizard failed. For more information, see
Siebel Database Upgrade Guide.
When the Siebel Upgrade Wizard finishes running, the Siebel Upgrade Wizard Complete screen
appears. You have now finished installing the Siebel database components.
32 After the Siebel Upgrade Wizard has finished running, click Exit to exit the Database
Configuration Wizard.
Related Topics
Verifying Installation for the Siebel Database on page 180
Troubleshooting Installation for the Siebel Database on page 202
Setting Up Your Environment to Support

Global Time Zone
Global deployments typically span multiple time zones, making it difficult to manage time-sensitive
information that must be exchanged among customers and employees working around the world.
You can use the Global Time Zone feature to monitor the transfer of tasks between sites in different
time zones.
The Global Time Zone feature converts and stores date and time data, using the Universal Time
Coordinated (UTC) standard. UTC is equivalent to Greenwich Mean Time, but without daylight
savings time.
CAUTION: The Global Time Zone feature is documented primarily in Siebel Global Deployment
Guide. Whether or not you plan to enable Global Time Zone, you must review the documentation on
this feature before you deploy your Siebel Business Applications and create any user date-time data
in the Siebel database.
Make sure that the time is synchronized on all of your computers.
If you intend to operate your deployment with the Global Time Zone feature enabled, then you can
optionally set the operating system of your database servers to UTC time, or its equivalent.
For restrictions on using the Global Time Zone feature on IBM DB2 for z/OS, see Implementing Siebel
Business Applications on DB2 for z/OS.
99
Installing the Siebel Database on the RDBMS Populating the Siebel File System
NOTE: The Global Time Zone parameter (Universal Time Coordinated system preference) is enabled
(set to TRUE) by default. If you do not want to enable the Global Time Zone feature, then you must
reset this system preference to FALSE by navigating to the Administration - Application screen, and
then the System Preferences view.
Populating the Siebel File System

After you complete installing Database Configuration Utilities and installing the Siebel database, you
must populate the Siebel File System. Specific files needed to use the Siebel File System, such as
correspondence templates and Siebel Marketing files, are provided with the Database Configuration
Utilities software. A subdirectory called files is created when you install the Database Configuration
Utilities.
The Siebel administrator must populate the att directory in the File System with these files after
installing the Database Configuration Utilities, and before running the Siebel Web Client.
For detailed information about creating the Siebel File System, including setting the necessary
permissions, see Creating the Siebel File System on page 295.
To populate the Siebel File System directory

1
Copy the appropriate files from the files subdirectory of the Database Configuration Utilities
software to the att subdirectory of the Siebel File System.
Verify that the files are in the correct location.
Importing a Siebel Repository Manually

into the Siebel Database
Installing the Siebel database as described in Installing the Siebel Database on page 94
automatically imports the Siebel Repository for the primary language (only). For each nonprimary
language in a multilingual deployment, a separate step to manually import the Siebel Repository is
needed.
The content in this topic is provided for customers with multilingual deployments or who have some
reason to manually import a Siebel Repository.
You can import the Siebel Repository using the Database Configuration Wizard. This task populates
the Siebel Repository tables in the Siebel database with new object definitions. You import the Siebel
Repository separately for each nonprimary language in a multilingual deployment. This task does not
apply to the Siebel Repository for the primary language.
Regardless of how many Siebel Business Applications that you are using (for example, Siebel Call
Center, Siebel Sales, Siebel Service, and Siebel Marketing), you load the Siebel Repository tables
only once for each language.
100
Installing the Siebel Database on the RDBMS Importing a Siebel Repository Manually
NOTE: When you import data into the Siebel Repository tables, a commit is performed once for each
table into which Siebel Repository data is imported. Alternatively, the commit frequency can be set
to a specified number of rows by including the command-line option /h num_rows_per_commit when
the repimexp.exe utility is invoked.
Some steps in the procedure in this topic pertain to the task of adding a language to an existing
Siebel Repository, also using the Database Configuration Wizard. By adding a new language to a
Siebel Repository, you populate rows of localized user interface strings for Siebel Repository objects,
which allows Siebel Business Applications to display the UI in the new language.
In order to add a new language to an existing Siebel Repository, you must have installed its Siebel
language pack on the Siebel Server using the Siebel Enterprise Server installer. Also, you must have
added the language to the Siebel database. For more information, see Installing the Siebel Database
on page 94 and About Installing and Deploying Siebel Business Applications with Multiple Languages
on page 120.
To import the Siebel Repository

1
Start the Database Configuration Wizard, as described in Installing the Siebel Database on
page 94. Respond to the wizard prompts in the same way that you did for that procedure, up to
the Siebel Database Operation screen.
On the Siebel Database Operation screen, select Import/Export Repository, and click Next.
On the Select Repository Operation screen, choose one of the following options:
Import Repository. This option imports the Siebel Repository for the first time with a primary
(base) language. Click Next and go to the next step. This task does not apply if you are importing
Siebel Repository data into an existing Siebel Repository for any nonprimary language.
Add Language to an Existing Repository. This option adds a new language to your existing
Siebel Repository (imports Siebel Repository data for that language). Click Next and go to Step 6
on page 101.
Export Repository. This option exports the Siebel Repository data into a platform-independent
file that can be sent to Oracle Global Customer Support for analysis, if needed. This task is not
described in this book. For more information, see Using Siebel Tools and other documentation.
On the Import Selection screen, specify that you want to import the standard Siebel 8.x
Repository, and click Next.
On the Language Selection screen, specify the language. For an import Siebel Repository
operation, this is the primary language (base language), the first language installed in Installing
the Siebel Database on page 94. For an Add Language operation, this is the language that you
want to add to the Siebel Repository.
packs on the Siebel Server.
On the ODBC Data Source Name screen, indicate the name for the ODBC data source, such as
sieb81_DSN or sieb82_DSN, and click Next.
10 1
On the Database User Name screen, indicate the following about your database, and click Next:
Database User Name. Type the user name of the Siebel administrator, for example, sadmin for
Oracle Database and IBM DB2, or SADMIN for Microsoft SQL Server.
Database Password. Type the password for the Siebel administrator.
Database Password (confirm). Retype the password to confirm it.
On the Database Table Owner screen, indicate the following about your database, and click Next:
Database Table Owner. The Siebel database table owner, or the account that will own the
Siebel objects.
Database Table Owner Password. Type the Siebel database table owner password.
Database Table Owner Password (confirm). Retype the password to confirm it.
On the Import Repository Name screen, type the following values, and click Next:
Import Repository Name. Accept the default name (Siebel Repository) or type another valid
name.
Repository File Name/Localized Repository File Name. If you are importing your Siebel
Repository for the first time, then this field is named Repository File Name. If you are adding a
language to an existing Siebel Repository, then this field is named Localized Repository File
Name. Accept the default installation path and file name for this Siebel Repository, or type
another valid installation path.
For Oracle Database, go to the next step. For IBM DB2 or Microsoft SQL Server, go to Step 11 on
page 102.
10 (Oracle Database only) In the Oracle Parallel Index screen, specify the appropriate environment
for your installation, and click Next:
I am not running with Parallel Indexing On
I am running with Parallel Indexing On
If you have a single-CPU environment, then choose the first option. If you have a multiple-CPU
environment, then choose the first or second option, depending on whether you are running your
Oracle Database with parallel indexing on.
11 In the Log Output Directory screen, accept the default log directory, or enter a new directory
name, and click OK.
By default, logging occurs in the SIEBSRVR_ROOT\log\operation\output directory. In this path,
operation corresponds to the operation that you are performing, such as imprep for Import
Repository or imprep_lang for Add Language to an Existing Repository.
The Configuration Parameter Review screen appears.
12 Review the configuration values that you entered on the previous Configuration Wizard screens:
102
If you want to change any values, then click Previous or Next to access the screens on which
to change entries, and then to return to this screen.
When you have verified the configuration values, click Finish. A message box appears with the
prompt:
To apply the configuration now, press OK.
To apply the configuration later, press Cancel.
The command line to apply the configuration later is
SIEBEL_ROOT\siebsrvr\bin\siebupg.exe /m master_operation.ucf
For this procedure, operation is either imprep or imprep_lang.
The Siebel Upgrade Wizard appears, displaying the items to be executed or imported.
NOTE: If a program or system error occurs and you have to rerun the Siebel Upgrade Wizard,
then you can do so starting at the point at which the wizard failed. For more information, see
13 To begin, click OK.

A window appears, displaying information about Siebel Upgrade Wizard activities to import the
Siebel Repository. The Upgrade Wizard displays a message when the operation is complete.
Related Topics
Related Books
Using Siebel Tools
Siebel Database Upgrade Guide
10 3
104
Additional Postinstallation and

Configuration Tasks
This chapter describes some additional tasks that you must perform to complete configuring your
Siebel Business Applications. It includes the following topics:
Starting the Siebel Gateway Name Server on page 105
Starting the Siebel Server Service on page 106
Process of Configuring Load Balancing for Siebel Business Applications on page 106
Preparing to Run Siebel Server Components on page 111
Starting the Siebel Gateway Name

Server
If, during configuration, you selected manual start for the Siebel Gateway Name Server, then you
must make sure that the Siebel Gateway Name Server is started when you do any of the following:
Create and configure the Siebel Enterprise
Configure a new Siebel Server
Operate any of the Siebel applications
Remove the configuration of a Siebel Server (such as when you are uninstalling) or the Siebel
Enterprise
NOTE: It is recommended that you review the Siebel Gateway Name Server log files, which are found
in the SIEBEL_GATEWAY_ROOT\LOG directory.
Related Topics
Verifying That the Siebel Gateway Name Server Has Started on page 197
To start the Siebel Gateway Name Server manually on Windows

1
Navigate to Control Panel, Administrative Tools, and then Services.
If the Siebel Gateway Name Server is not started, then click Action, and then Start.
10 5
Additional Postinstallation and Configuration Tasks Starting the Siebel Server

Service
Starting the Siebel Server Service

In order to run the Siebel Server, you must start the Siebel Server service. This topic describes how
to start this service manually. You perform this task after you configure the Siebel Server. You also
perform this task anytime the server computer has been rebooted if you did not select automatic
Siebel Server startup when you configured the Siebel Server.
If you are clustering a particular server, then you must start and stop it using the Cluster
Administrator, rather than by using the following procedure.
Related Topics
To manually start the Siebel Server service

1
On the Services dialog box, scroll to the Siebel Server service. The name of the service has the
following format:
Siebel Server siebelenterprise_siebelserver
where:
siebelenterprise is the name of your Siebel Enterprise
siebelserver is the name of the Siebel Server that you have just installed and configured
To start the service, select Action, then Start.

NOTE: If the Siebel Server service does not start, then look in the log files for error messages.
The installation log file is called SVRsetup.log and is located in the Siebel Server root directory.
You can also check log\sw_cfg_util.log.
Process of Configuring Load Balancing

for Siebel Business Applications
This topic describes configuring load balancing for Siebel Business Applications. Both Siebel native
load balancing and third-party load balancing are supported. You perform this task before configuring
the Siebel Web Server Extension (SWSE).
NOTE: This topic describes the initial configuration of load balancing. For more information about
planning and managing load balancing for your deployment, see Planning Siebel Server Load
Balancing on page 285, Siebel Deployment Planning Guide, and Siebel System Administration Guide.
For information about implementing third-party load balancing, see 477835.1 (Article ID) on My
Oracle Support. This document was previously published as Siebel Technical Note 540.
106
Additional Postinstallation and Configuration Tasks Process of Configuring Load

Balancing for Siebel Business Applications
To configure load balancing, perform the following tasks:
Generating the Load Balancing Configuration File (lbconfig.txt) on page 107
Setting Up a Third-Party HTTP Load Balancer on page 108
Setting the Load Balancer Connection Timeout Interval on page 110
Monitoring Servers with Siebel Native Load Balancer or Third-Party HTTP Load Balancers on
page 110
Related Topics
Planning Siebel Server Load Balancing on page 285
Generating the Load Balancing Configuration File

(lbconfig.txt)
The load balancing configuration file provides virtual server definitions for Siebel load balancing. It
also provides URLs for writing connection rules for third-party HTTP load balancers.
You must generate a load balancing configuration file (lbconfig.txt) in the following situations:
Before configuring the Siebel Web Server Extension (SWSE), when you are using Siebel native
load balancing. Configuring the SWSE means applying the SWSE logical profile that you created
as part of Siebel Enterprise configuration.
When you require URLs for routing rules as part of configuring a third-party HTTP load balancer.
When you add or remove a Siebel Server and you are using either Siebel native load balancing
or a third-party load balancer.
This task is a step in Process of Configuring Load Balancing for Siebel Business Applications on
page 106.
Generating and Using the lbconfig.txt File

Follow the procedure that follows to generate the lbconfig.txt file and to use it with your Siebel Web
Server Extension.
NOTE: If you have modified or optimized the existing lbconfig.txt file, such as by creating multiple
virtual server definitions, then you lose these changes when you generate the file. To prevent this
result, save your modified file under a new name, regenerate the lbconfig.txt file, then copy your
changes from your modified file to the newly generated file.
10 7

To generate the lbconfig.txt file

1
On a Siebel Server, start the Server Manager at the Siebel Enterprise level (do not use the /s
option), and enter the following command:
generate lbconfig
This step generates the lbconfig.txt file. The file is created in the admin subdirectory of the Siebel
Server installation directory.
Review the generated lbconfig.txt file to verify that virtual server definitions do not include any
Siebel Servers that will not participate in load balancing.
Manually edit the lbconfig.txt file. Remove any Application Object Managers that were disabled,
or add comment characters to disable the applicable entries.
Configure the SWSE logical profile to be used with Web servers that will participate in Siebel
native load balancing.
For more information about creating and applying the SWSE logical profile, see Process of
Configuring the Siebel Web Server Extension on page 76.
Copy the lbconfig.txt file into the SWSE logical profile directory.
Configure the installed SWSE by applying the SWSE logical profile.

The SWSE Configuration Wizard retrieves the lbconfig.txt file from the logical profile directory.
Restart the Web server.
Types of Connection Rules Provided by the lbconfig.txt File

The lbconfig.txt file provides three types of connection rules: component rules, server rules, and
round-robin rules. These rule types are mandatory: you must include all three types when you
configure the load balancer.
Most load balancers allow you to associate a virtual IP address and virtual port number with a group
of load balancing rules. They also allow you to define servers as resources and to create groups for
them. The procedure in Setting Up a Third-Party HTTP Load Balancer on page 108 outlines general
steps for setting up load balancers for Siebel Servers.
Consequences of Incomplete Configuration of Connection Rules

Incomplete configuration of the connection rules has the following consequences:
Not configuring round-robin rules can cause login failures.
Not configuring server rules can cause unexpected session termination.
Setting Up a Third-Party HTTP Load Balancer

A third-party load balancer receives SISNAPI messages from the Web server. The load balancer
routes each message based on the URL that it contains. To configure an HTTP load balancer, you must
write connection rules that route these messages to the correct Siebel Servers.
108

Use the generate lbconfig command to generate a file containing definitions for such connection
rules. For more information, see Generating the Load Balancing Configuration File (lbconfig.txt) on
page 107.
The generate lbconfig command reviews the configuration of the Siebel Servers, then generates a
file that pairs connection strings included in SISNAPI messages with paths to the correct Siebel
Servers. The rules are stored in the load balancing configuration file (lbconfig.txt). Use this file to
help configure the third-party load balancer. Use the following procedure to set up a third-party HTTP
load balancer.
page 106.
To set up a third-party HTTP load balancer

1
Install and complete the initial configuration of the third-party HTTP load balancer.
See the vendor documentation for more information.
Verify that the load balancer can work with the computers that host the Siebel Servers.
See the vendor documentation for the networking requirements.
Open the lbconfig.txt file that you generated as a reference for configuring the third-party load
balancer.
Add Siebel Servers to the load balancer as pools of resources.

Typically, each resource is defined as a combination of host name or IP address, and TCP Port.
Use the host name or IP address of the Siebel Server, and the port number for the SCBroker
component (by default, this is port 2321).
Create load balancing rules or content rules in the load balancer.

Load balancing rules are mappings between URLs and pools of resources. For each line in the
lbconfig.txt file, create one such mapping or rule in the load balancer.
For configuration guidelines for load balancers, see 477835.1 (Article ID) on My Oracle Support.
This document was previously published as Siebel Technical Note 540.
NOTE: You must configure the HTTP load balancer to handle all three types of rules: component,
server, and round-robin.
For each group of load balancing rules, define the desired load balancing scheme.
For component rules, use any preferred load balancing scheme.
For server and round-robin rules, a round-robin load balancing scheme is recommended.
Define a virtual IP address and virtual port number for all of the load balancing rules.
The virtual IP address and virtual port number must match what is defined in the Application
Object Manager connect strings of the SWSE configuration file (eapps.cfg). This file is located in
SWSE_ROOT\bin. SWSE_ROOT is the SWSE installation directory.
10 9

If the load balancer has a configurable TCP connection timeout interval, then adjust this setting
so that it is greater than the value of the parameter SISNAPI Connection Maximum Idle Time
(alias ConnIdleTime). Doing so prevents the load balancer from disconnecting active SISNAPI
sessions.
For more information about setting ConnIdleTime, see Setting the Load Balancer Connection
Timeout Interval on page 110. See also Siebel System Administration Guide.
Setting the Load Balancer Connection Timeout Interval

Many third-party HTTP load balancers allow you to set a connection timeout interval. When the
timeout occurs, the load balancers SISNAPI connection to the Application Object Manager on the
Siebel Server is terminated. In addition, Application Object Managers have a configurable timeout
parameter, SISNAPI Connection Maximum Idle Time (alias ConnIdleTime). When a session is idle for
the specified time, the Application Object Manager closes the session.
page 106.
To set the load balancer connection timeout interval
Set the load balancer connection timeout interval to be slightly longer than the ConnIdleTime
setting of the Application Object Managers for which it will provide load balancing.
For example, if ConnIdleTime is 600 seconds, then set the load balancer connection timeout
interval to 601 seconds or higher.
NOTE: Avoid setting ConnIdleTime to be greater than the load balancer connection timeout
interval. Doing so can cause login screen delays and problems with communications
performance.
Monitoring Servers with Siebel Native Load Balancer or

Third-Party HTTP Load Balancers
The Siebel native load balancer and most third-party HTTP load balancers support server health
monitoring. To set up server health monitoring, you configure the load balancer to send an HTTP GET
request to the server URL.
This task confirms that the Siebel Server is running on the specified server computer and that
SCBroker is listening at the specified port. This health check does not verify that specific Application
Object Managers or other server components are running on the computer.
CAUTION: Do not use TCP Health Check. It might connect to SCBroker and remain connected until
the SCBroker component parameter ConnRequestTimeout expires. During this period, SCBroker
cannot handle new user-session requests.
page 106.
110
Additional Postinstallation and Configuration Tasks Preparing to Run Siebel Server

Components
To set up monitoring for a Siebel Server
Configure the load balancer to send an HTTP GET request to the server URL.
Here are example URLs:
//SiebSrvr1:2321/sieb81/SCBroker
//SiebSrvr1:2321/sieb82/SCBroker
where:
SiebSrvr1 is the Siebel Server host name or IP address.
2321 is the port number for the Siebel Connection Broker (SCBroker). This port number is
the default.
sieb81 or sieb82 is the Siebel Enterprise Server name.
SCBroker is the Siebel Connection Broker server component.
If the Siebel Server and Siebel Connection Broker are running, then Siebel Connection Broker
returns the string: SCBroker OK.
Guidelines for Setting Up Server Monitoring

Use the following guidelines when you set up server monitoring:
On the Siebel Servers that you want to monitor, set the Default Tasks and Maximum
Tasks parameters for SCBroker to 2. These settings provide two instances of SCBroker, which
helps prevent monitoring requests from delaying handling of user requests.
Use HTTP 1.0 to do health checks. It terminates connections to SCBroker quickly.
Preparing to Run Siebel Server

Components
This topic summarizes some of the tasks that you might have to do after installing and configuring
Siebel Server and before you run Siebel Server components. It includes the following information:
Enabling and Disabling Server Component Groups on page 112
Enabling and Disabling Language-Specific Application Object Managers and Adding Languages on
page 112
Synchronizing Batch Components on page 113
Saving Component Job Definitions During an Upgrade on page 113
Migrating Siebel Enterprise Server and Siebel Server Parameter Settings on page 114
Performing Additional Tasks to Configure Siebel Servers on page 114
Enabling Siebel Open UI on page 114
Updating the CRC Parameter on page 117
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Components
About Installing Additional Siebel Servers for an Existing Siebel Enterprise on page 119
You might have to perform some of these tasks on multiple Siebel Servers in order to configure them
similarly for use in a load-balanced environment. For more information, see Planning Siebel Server
Load Balancing on page 285 and Process of Configuring Load Balancing for Siebel Business
NOTE: For detailed information about enabling and disabling server component groups,
synchronizing batch components, creating server component job definitions, using Server Manager,
and related tasks, see Siebel System Administration Guide.
Enabling and Disabling Server Component Groups

When you initially configured your Siebel Server, you specified which server component groups to
enable. Before you deploy your Siebel Server, verify that the server component groups that you
require are enabled. It is also recommended that you disable any server component groups that you
do not require.
Because you explicitly enabled server component groups when you configured the Siebel Server, you
might or might not have to disable component groups after installation and configuration.
This topic is part of Preparing to Run Siebel Server Components on page 111.
Related Topics
Enabling and Disabling Language-Specific Application Object Managers and Adding Languages on
page 112
Related Books
Enabling and Disabling Language-Specific Application

Object Managers and Adding Languages
When you installed and configured Siebel Business Applications software, you would have included
one or more languages, as described in About Installing and Deploying Siebel Business Applications
with Multiple Languages on page 120. That topic also describes optional approaches to installing and
deploying languages in a phased approach.
If you install the Siebel Server with multiple languages and specify these languages as deployed
languages when you configure the Siebel Server, then language-specific Application Object Manager
components are created for each deployed language. If you decide that you do not require
Application Object Managers for one or more of these deployed languages, then you can use Server
Manager to disable such components prior to deployment.
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Components
If you install multiple languages, then it is recommended that you deploy all of the installed
languages when you run the Siebel Server Configuration Wizard. As stated, you can disable any
language-specific components that you do not require.
You must coordinate the language deployment tasks between your installations of Siebel Server and
For more information about performing tasks in the Siebel Server Configuration Wizard, see Options
for Configuring the Siebel Server on page 393.
Related Topics
Options for Configuring the Siebel Server on page 393
Related Books
Synchronizing Batch Components

After installing and configuring the Siebel Server, you must synchronize any batch components
before you can operate them. Do this after upgrading the Siebel database, where applicable. For
more information about synchronizing batch components, see Siebel System Administration Guide.
Saving Component Job Definitions During an Upgrade

In an upgrade, after you install and configure Siebel Servers and after you upgrade the Siebel
database, the S_SRM_ACTION and S_SRM_ACT_PARAM tables are truncated, with the result that
component job definitions are deleted. To help you re-create these definitions, it is recommended
that you save component job definitions before you upgrade.
For example, you can export data from the S_SRM_ACTION table using Siebel EIM, then import this
data into the same table after upgrading the database and synchronizing batch components.
Related Books
Siebel Enterprise Integration Manager Administration Guide
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Components
Migrating Siebel Enterprise Server and Siebel Server

Parameter Settings
Some Siebel Enterprise Server and Siebel Server parameter settings can be migrated from one Siebel
application environment to another by using the configuration migration utility (cfgmerge). Other
customized application data can be migrated by using Siebel Application Deployment Manager
(Siebel ADM).
Related Books
Siebel Application Deployment Manager Guide
Performing Additional Tasks to Configure Siebel Servers

After installing and configuring a Siebel Server as described in this guide, you might have to perform
some additional configuration tasks, such as setting parameters for the Siebel Enterprise, Siebel
Server, or server components, such as Application Object Managers.
An example configuration task is setting the server component parameters needed to enable Siebel
Open UI, as described in Enabling Siebel Open UI on page 114.
You perform these types of configuration tasks with Server Manager, whether by using views in the
Administration - Server Configuration screen or by using commands at the srvrmgr command line.
For more information about using Server Manager, see Siebel System Administration Guide.
Related Books
Enabling Siebel Open UI

Siebel CRM version 8.1.1.9 and version 8.2.2.2 introduced a new client user interface option, Siebel
Open UI.
The Siebel Open UI client is an alternative to the high interactivity client (for employee applications)
or the standard interactivity client (for customer applications). Siebel Open UI provides a rich user
interface experience, like high interactivity, yet presents many advantages over high interactivity
and standard interactivity. Recent browser versions are strongly recommended, for optimal
functionality.
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Components
You can deploy employee applications or partner applications, such as Siebel Call Center or Siebel
PRM Portal, in Siebel Open UI. You can also deploy customer applications, such as Siebel eSales or
Siebel eService, in Siebel Open UI. A new Application Object Manager component for Siebel eService
for Siebel Open UI was introduced in Siebel CRM version 8.1.1.11 and version 8.2.2.4. The Siebel
Mobile applications for mobile devices, which are built on Siebel Open UI, were introduced in Siebel
CRM version 8.1.1.9 and version 8.2.2.2.
NOTE: User interface references in this guide assume that you are using Siebel Open UI. The Siebel
application procedures in this guide assume that you do not use left-hand navigation. However, you
can set up left-hand navigation. For more information about left-hand navigation and about
implementing it, see Siebel Fundamentals for Siebel Open UI.
Parameters for Enabling Siebel Open UI

To use Siebel Open UI with the Siebel Web Client, the Application Object Manager component must
have the parameters EnableOpenUI and HighInteractivity set to True. To use Siebel Open UI with the
Siebel Mobile Web Client, you set these parameters in the application configuration file. For
applications that currently use high interactivity, HighInteractivity is already set to True.
NOTE: Before you enable Siebel Open UI, it is recommended that you first create a new Application
Object Manager component that you will deploy using Siebel Open UI. For example, create this
component on the same Siebel Server as an existing Application Object Manager component that is
enabled for high interactivity, and base the new component on the existing one. For more information
about creating server components, see Siebel System Administration Guide.
Enabling Siebel Open UI for an Application Object Manager

Component
Use the following procedure to enable Siebel Open UI for an Application Object Manager component.
To enable Siebel Open UI for an Application Object Manager component

1
Log in to the Siebel client with administrator privileges.
Navigate to the Administration - Server Configuration screen, and then the Servers view.
Select the Siebel Server for which you want to configure an Application Object Manager.
(Optional) Create a new Application Object Manager component that you will deploy using Siebel
Open UI.
In the Components list, query the Component field for the Application Object Manager
component for which you are enabling Siebel Open UI. For example, locate the component Call
Center Object Manager (JPN) for Japanese.
Click the Parameters view tab.
In the Component Parameters list, query the Parameter field for EnableOpenUI.
11 5

Components
If the EnableOpenUI parameter is set to False, then change the Value on Restart field to True.
NOTE: The HighInteractivity parameter also must be set to True for Siebel Open UI. For
applications that are currently enabled for high interactivity, this parameter is already set to True.
Log out of the client and close the browser.
10 Restart the Siebel Server for which you configured the Application Object Manager for Siebel
Open UI.
11 Log in to the application that you configured and verify that it opens the Siebel Open UI client.
Enabling Siebel Open UI for Siebel Mobile Web Clients

Use the following procedure to enable Siebel Open UI for Siebel Mobile Web Clients.
To enable Siebel Open UI for Siebel Mobile Web Clients

1
On the client computer, use a text editor to open the application configuration file, such as
uagent.cfg for Siebel Call Center. This file is located in SIEBEL_CLIENT_ROOT\bin\lang, where
lang is a deployment language, such as ita for Italian.
In the [InfraUIFramework] section of the configuration file, set the parameter EnableOpenUI to
TRUE.
NOTE: The HighInteractivity parameter also must be set to True for Siebel Open UI. For
applications that are currently enabled for high interactivity, this parameter is already set to True.
Save and close the application configuration file.
Log in to the application that you configured and verify that it opens the Siebel Open UI client.
Siebel Open UI and Siebel Mobile Applications

For new installations of Siebel CRM version 8.1.1.11 or version 8.2.2.4, the Application Object
Managers for the Siebel Mobile applications are enabled for Siebel Open UI and do not require further
configuration for this purpose. These applications require Siebel Open UI.
In migration-installation cases where the Siebel Server was already configured, you might have to
run a script to create these Application Object Managers. An additional task applies for the Siebel
Web Server Extension. For more information, see the documentation for the Siebel Mobile
applications.
About Reverting to High Interactivity

After you have enabled Siebel Open UI for any of the Siebel applications, to revert to high
interactivity (where applicable), you must set the EnableOpenUI parameter back to False. If you do
this reversion, then the browser requirements for high interactivity apply again. The browser
requirements are described in the Certifications tab on My Oracle Support and in Siebel System
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Components
Related Books
For more information about configuring and deploying Siebel Business Applications with Siebel Open
UI, see the following related books:
For information about the product enhancements in the current release, Siebel Innovation Pack
2013, and in previous Siebel Fix Pack releases, see the applicable Siebel Maintenance Release
Guide on My Oracle Support. For Siebel CRM version 8.1.1.x, see 880452.1 (Article ID). For
Siebel CRM version 8.2.2.x, see 1441523.1 (Article ID).
Before you can enable Siebel Open UI, you might have to use the Incremental Repository Merge
feature. For more information about whether this requirement applies to you, see About
Database Updates for Siebel CRM Version 8.1.1.11 or Version 8.2.2.4 on page 89. For information
about setting up and using Incremental Repository Merge, see Siebel Database Upgrade Guide.
For more information about deploying Siebel Business Applications using Siebel Open UI, see
Deploying Siebel Open UI.
For information about creating and configuring Application Object Manager components, see the
Siebel Open UI is already enabled for Application Object Managers for the Siebel Mobile
applications, for new installations of Siebel CRM. For more information, see Siebel Mobile Guide:
Connected and Siebel Mobile Guide: Disconnected.
For information about configuring Siebel Business Applications that use Siebel Open UI, see
Configuring Siebel Open UI.
For information about using Siebel Business Applications that are deployed with Siebel Open UI,
see Siebel Fundamentals for Siebel Open UI.
For more information about the functionality that is available for Siebel Open UI, see Siebel Open
UI Deployment Guide on My Oracle Support. To access this article, from within My Oracle
Support, navigate to the Knowledge tab and search for Article ID 1499842.1.
For the minimum browser standards and other support information for Siebel Open UI, see the
Certifications tab on My Oracle Support. See also Deploying Siebel Open UI on Siebel Bookshelf
and 1499842.1 (Article ID) on My Oracle Support.
Updating the CRC Parameter

If you are using a security adapter, then you might have to update the value of the CRC parameter
after installing Siebel CRM version 8.1.1.11 or version 8.2.2.4 or later as a patch installation
(migration installation). The value must reflect the checksum value applicable to the security adapter
library file, such as a DLL file on Microsoft Windows.
This task might be necessary if you previously determined to use checksum validation for your
security adapter deployment, and set the value of the CRC parameter. If a Siebel CRM release that
you installed later as a patch installation (migration installation) included an updated security
adapter library file, then checksum validation fails and Siebel Web Clients might not start. To prevent
this result, you must update the value of the CRC parameter. For more information about this task,
see the topic about configuring checksum validation in Siebel Security Guide.
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Components
Related Books
Obtaining Updated Siebel Repository Files

Updated Siebel Repository files (SRF files) are available for download from Oracle. These updated
SRF files are available for all of the supported Siebel languages. The SRF files correspond to Siebel
Repository updates in the Siebel database for Siebel CRM version 8.1.1.11 and version 8.2.2.4.
Obtain and use the updated SRF files to run Siebel Business Applications in any of the following
cases:
After you install the current release as a new installation and install a new Siebel database for
Siebel CRM version 8.1.1.11 or version 8.2.2.4.
After you install the current release as a migration installation (patch installation case) and
before you run Incremental Repository Merge to bring the existing Siebel database to Siebel CRM
After you install the current release and before you upgrade an existing Siebel database to Siebel
CRM version 8.1.1.11 or version 8.2.2.4 (such as when upgrading from version 8.0).
Use these updated SRF files in place of the default SRF files that are installed with the Siebel Server
for the current release. If you run Incremental Repository Merge or upgrade your database, then you
must also compile and use new SRF files in order to include your custom object definitions.
The updated SRF files are available as part of the Siebel CRM version 8.1.1.11 or version 8.2.2.4
media pack on Oracle Software Delivery Cloud. You can download the srf.zip file, among all of the
other media ZIP files for the Siebel CRM release. You unzip srf.zip to obtain all of the languagespecific updated Siebel Repository Files (SRF files). The srf.zip file is included in the media for
Microsoft Windows only. However, the SRF files themselves are applicable to all of the supported
operating systems for the Siebel Server and the Siebel Mobile Web Client.
For information about the features in the current release, see the applicable Siebel Maintenance
Release Guide on My Oracle Support. For more information about setting up and using Incremental
Repository Merge and about upgrading the Siebel database, see Siebel Database Upgrade Guide.
NOTE: For a Siebel Mobile Web Client that uses the Siebel Sample Database, then using updated
SRF files also requires you to install a new instance of the Siebel Sample Database file (DBF file) for
the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4.
Obtaining the updated SRF files

1
Review the media ZIP files for the Siebel CRM version 8.1.1.11 or version 8.2.2.4 media pack on
Oracle Software Delivery Cloud.
Download the srf.zip file, among all of the other media ZIP files for the Siebel CRM release.
Unzip srf.zip to obtain all of the language-specific updated Siebel Repository Files (SRF files).
Copy the appropriate files to your Siebel Server and client installations, where appropriate.
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Components
Related Topics
Related Books
About Installing Additional Siebel Servers for an

Existing Siebel Enterprise
You can install and configure multiple Siebel Servers for a Siebel Enterprise.
Typically, before installing and configuring additional Siebel Servers for an existing Siebel Enterprise,
you complete installation and configuration for the Siebel Web Server Extension (SWSE).
Run the Siebel Enterprise Server installer to install each additional Siebel Server on another server
computer, and run the Siebel Server Configuration Wizard to configure this Siebel Server.
You can also deploy a new Siebel Server based on an existing configured Siebel Server, using the
Siebel cloning utility.
NOTE: Alternatively, you can use the Siebel Server Configuration Wizard to configure an additional
Siebel Server on a single computer where the Siebel Server is already installed and configured.
Creating multiple Siebel Server configurations for a single installed Siebel Server instance is typically
done for test or development purposes only. In your production environment, it is strongly
recommended that you configure only one Siebel Server for each server computer. Where Siebel
Remote is to be deployed, do not create multiple Siebel Server configurations for a single installed
Siebel Server instance.
After configuring a new Siebel Server, you must perform corresponding SWSE configuration tasks to
make the applications on this Siebel Server available on the Siebel Web server. You might have to
re-create the SWSE logical profile and then reapply the logical profile on the SWSE. In some cases,
you might choose to manually edit the eapps.cfg file and manually create new virtual directories on
the Web server. As part of this overall process, you might also regenerate the lbconfig.txt file, which
is used for load balancing.
Related Topics
Chapter 9, Cloning a Siebel Installation
Process of Configuring Load Balancing for Siebel Business Applications on page 106
11 9
Additional Postinstallation and Configuration Tasks About Installing and Deploying

Siebel Business Applications with Multiple Languages
About Installing and Deploying Siebel

Business Applications with Multiple
Languages
Multiple Siebel language packs can be installed and deployed as part of Siebel Business Applications
installation and configuration. Review this topic and related topics when planning multilingual
deployments. Language installation is part of the installation procedure for each installable Siebel
module. Tasks for adding and deploying new languages are described for Siebel Server and Siebel
Web Server Extension (SWSE).
Scenarios for deploying Siebel Business Applications with more than one language pack are described
in Scenarios for Installing and Deploying Multiple Languages on page 125.
See also General Requirements for Installing and Configuring Siebel Enterprise Server Components on
page 304 and other relevant topics.
For a list of the languages supported by Siebel Business Applications, see 1513102.1 (Article ID) for
Siebel CRM version 8.1.1.x or 1524342.1 (Article ID) for Siebel CRM version 8.2.2.x on My Oracle
Support. See also Siebel Global Deployment Guide, Siebel System Administration Guide, and other
applicable documentation.
Note the following recommendations:
It is strongly recommended that you install and deploy, or at least install, all of the languages
that you expect to require, on each physical server.
It is strongly recommended that you install the same set of language files on each physical
server. Doing so helps ensure maximum compatibility between physical servers, so that the
system can be reconfigured to meet ongoing requirements. Oracle only tests configurations in
which the same set of language files are installed on each physical server that is used in a single
Siebel Enterprise.
You can add languages to an existing installation of the same version of Siebel Enterprise Server or
SWSE software, by using unattended mode (silent mode) only. After adding languages in this case,
you must run the Configuration Wizards for the Siebel Server and the SWSE and perform the tasks
to add new languages. See the limitations described in this topic for adding languages.
If you include multiple languages with a Siebel Enterprise Server installation, then you designate one
language as the primary language to be used for server messages and logging. Typically, the same
primary language is also used for the Siebel database, which cannot be changed after database
installation.
If you install and deploy a new language in an existing installation, then you must add the language
to the Siebel database and perform additional tasks using the Database Configuration Wizard, as
described in About Language Deployment Tasks Using the Database Configuration Wizard on
page 123.
About Language Deployment and the Siebel Network Image on page 121
About Language Deployment and Patch Installations on page 121
About Language Deployment on Siebel Server and Siebel Web Server Extension on page 122
120

About Language Deployment Tasks Using the Database Configuration Wizard on page 123
About Language Deployment for Unshipped Languages on page 123
Limitations for Installing Additional Languages on page 124
Scenarios for Installing and Deploying Multiple Languages on page 125
Installing and Deploying All Required Languages Once on page 126
Installing All Required Languages but Deploying Some Languages Later on page 127
Installing and Deploying Additional Languages on page 129
Importing Locale-Specific Data into the Siebel Repository on page 131
About Language Deployment and the Siebel Network

Image
This topic is part of About Installing and Deploying Siebel Business Applications with Multiple
Languages on page 120.
In order to include any languages in a new installation or to add languages not previously installed,
the languages must be present in the Siebel network image for the applicable release of Siebel
Business Applications, such as Siebel CRM version 8.1.1.11 or version 8.2.2.4, Siebel CRM version
8.1.1 or version 8.2.2 (which are base releases for Siebel client modules), and applicable Siebel
Patchset releases.
Where a language was not previously included in the network image, you can add languages to each
applicable network image (for all applicable releases) using the Siebel Image Creator utility. For
details, see Chapter 15, Creating the Siebel Installation Image on the Network.
About Language Deployment and Patch Installations

When you perform a patch installation of the current release, Siebel CRM version 8.1.1.11 or version
8.2.2.4, including a migration installation for Siebel Enterprise Server or Siebel Web Server
Extension (SWSE), files for all of the installed languages are automatically included. Before you
install, you must include all of these languages when you create the network image for the current
release. For more information about the types of Siebel releases, see About Siebel CRM Releases on
page 278.
12 1

If you plan to perform a patch installation of the current release, and you also want to add languages
to your existing deployment, then you have two options for how to do this, subject to limitations:
Add languages after installing the current release. The Siebel Enterprise Server and SWSE
installers for Siebel CRM version 8.1.1.11 or version 8.2.2.4 support adding languages to an
existing installation of the same version, using an unattended installation method. You would
perform this task after performing the migration installation tasks for these modules. Some
limitations might apply to adding languages to your existing installed Siebel client software. For
more information, see Limitations for Installing Additional Languages on page 124 and Installing
and Deploying Additional Languages on page 129.
Add languages before installing the current release. Subject to limitations for your existing
installed Siebel server and client software, it might be possible for you to install new languages
before you install the current release. To determine if this option is possible for the currently
installed software in your Siebel deployment and, if so, to determine what steps are required,
see the applicable Siebel Maintenance Release Guide on My Oracle Support and see the Siebel
Installation Guide for the operating system you are using that applies to your currently installed
Siebel software. For example, for Siebel CRM version 8.1.1.10 on Microsoft Windows, see Siebel
Maintenance Release Guide Version 8.1.1.10, and see Siebel Installation Guide for Microsoft
Windows, version 8.1, Rev. D.
For a list of the languages supported by Siebel Business Applications, see 1513102.1 (Article ID) for
Siebel CRM version 8.1.1.x or 1524342.1 (Article ID) for Siebel CRM version 8.2.2.x on My Oracle
Support.
NOTE: Specific installation tasks and requirements might apply for any language pack for which
support is provided after the base release, requiring a minimum Siebel release, such as Siebel CRM
version 8.1.1.1x or version 8.2.2.x. For more information, see Importing Locale-Specific Data into
the Siebel Repository on page 131.
Related Topics
Importing Locale-Specific Data into the Siebel Repository on page 131
About Language Deployment on Siebel Server and

When you configure each installed instance of Siebel Server and Siebel Web Server Extension
(SWSE), you specify which languages to deploy, from among the installed languages. It is possible
to deploy a subset of the installed languages. Which languages that you deploy on a given server
depends on the uses to which you will put that server.
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Note the following points about language deployment on Siebel Server and SWSE:
On each Siebel Server, the set of deployed languages determines which language-specific
components such as Application Object Managers are created on that server. It is recommended
that you deploy all of the languages that are installed in the enterprise and optionally disable
Application Object Managers for particular languages where they are not required. For more
information about Siebel Server configuration tasks, see Chapter 4, Configuring Siebel Enterprise
Server Components and the Siebel Web Server Extension.
On each instance of SWSE, you must deploy the superset of all of the languages that are required
by all of the Application Object Managers that connect to it. It is recommended that you deploy
all of the languages that are installed in the enterprise. For more information about SWSE
configuration tasks, see Chapter 4, Configuring Siebel Enterprise Server Components and the
See also Scenarios for Installing and Deploying Multiple Languages on page 125.
About Language Deployment Tasks Using the Database

In addition to software installation and configuration tasks, for installed languages other than the
primary language for the Siebel database, you must perform the following operations, using the
Database Configuration Wizard. You perform these tasks after installing the Siebel database. For
more information about these tasks, see Chapter 5, Installing the Siebel Database on the RDBMS.
Adding the language (including seed data) to the Siebel database. Perform this task once for each
nonprimary language that you install. For details, see Installing the Siebel Database on page 94.
Importing the Siebel Repository into the Siebel database. Perform this task once for each
nonprimary language that you install. For details, see Importing a Siebel Repository Manually into
the Siebel Database on page 100.
Running the MLOV (multilingual LOV) conversion utility. Perform this task once after installing
multiple languages initially and again after adding one or more languages.
About Language Deployment for Unshipped Languages

If you are localizing Siebel Business Applications to use a language for which a Siebel language pack
is not provided, then see also the topics about localizing an unshipped language in Siebel Global
Deployment Guide.
12 3

Limitations for Installing Additional Languages

Although it is strongly recommended to install all of the languages that you might require (whether
or not you initially deploy them all), you can also add languages to an existing installation of Siebel
Enterprise Server or Siebel Web Server Extension (SWSE) by using the installer for the current
release, Siebel CRM version 8.1.1.11 or version 8.2.2.4. However, several limitations apply.
Limitations also apply to installing additional languages for Siebel clients.
NOTE: If you plan to perform a patch installation (migration installation) of the current release, and
you also want to add languages to your existing deployment, then you might be able to install the
languages before you install the current release. For more information, see About Language
Deployment and Patch Installations on page 121.
Limitations for Siebel Enterprise Server and SWSE

For Siebel Enterprise Server and SWSE, the limitations for installing additional languages for the
current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, are as follows:
You can install additional languages for existing installations by using the installers of the same
version only. For example, for the current release, you can install the software as a new
installation or as a migration installation, then later use the same installers to add languages.
You can add languages to the current release by running the installer in unattended mode (silent
mode) only, using response files that you have prepared for this purpose. You cannot add
languages by running the installer in GUI mode.
You cannot generate response files for an operation to add languages. You must use an edited
copy of one of the response files that are provided for Siebel Enterprise Server or SWSE. These
files are located in the Disk1\stage\Response subdirectory of the Siebel network image directory
for each of these modules.
You cannot add languages as part of performing a migration installation of the current release.
However, you can add languages after the migration installation.
You cannot add languages to an earlier version of the installed software by using the installers
for the current release. Conversely, you cannot use the installers for any earlier release to add
languages to an installation of the current release.
Before you install additional languages, you must uninstall any Siebel Patchset release that you
have installed onto the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4. Reinstall
the Siebel Patchset onto the current release after completing the steps to add the languages.
124

Limitations for Siebel Mobile Web Clients and Siebel Tools Clients
For Siebel Mobile Web Clients and Siebel Tools Clients, the limitations for installing additional
languages for the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, are as follows:
You cannot add languages to an existing installation of the current release. In some cases, you
can perform a rollback uninstallation of the current release and then add languages, as follows:
If you have installed Siebel CRM version 8.1.1.8 or later (including the current release, Siebel
CRM version 8.1.1.11) onto Siebel CRM version 8.1.1, then you can perform a rollback
uninstallation of the current release and revert to Siebel CRM version 8.1.1. Then you can
add languages using the Siebel CRM version 8.1.1 installer. After adding languages, install
any previously installed Siebel Fix Pack release, then install the current release.
If you previously installed any Siebel Fix Pack release through Siebel CRM version 8.1.1.7,
then you cannot perform a rollback uninstallation of the current release, Siebel CRM
8.1.1.11, and revert to Siebel CRM 8.1.1. For this reason, you cannot add languages to this
client installation. To install new languages in this case, you must perform a full uninstallation
of the client, then reinstall the client as a new installation of Siebel CRM version 8.1.1, and
then install the current release. After installing the client, you must initialize a new local
database for this user.
If you have installed any Siebel CRM version 8.2.2.x release onto version 8.2.2, then you can
perform a rollback uninstallation of the current release, Siebel CRM version 8.2.2.4, and
revert to Siebel CRM version 8.2.2. Then you can add languages using the version 8.2.2
installer. After adding languages, install any previously installed Fix Pack release, then install
the current release.
Before you install additional languages, you must uninstall any Siebel Patchset release that you
have installed onto the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4. Reinstall
the Siebel Patchset onto the current release after completing the steps to add the languages.
Related Topics
About Language Deployment and Patch Installations on page 121
Scenarios for Installing and Deploying Multiple

Languages
Consider the following scenarios for installing and deploying multiple Siebel language packs:
Install and deploy all of the languages that you require once. For customers who are
installing and deploying languages shipped with the Siebel CRM base release, and who do not
plan to deploy other languages at a later date. This option is easiest but might not be suitable
for phased language deployments. For details on this scenario, see Installing and Deploying All
Required Languages Once on page 126.
12 5

Install all of the languages that you will require, but deploy some languages later. For
customers who are installing and deploying languages shipped with the Siebel CRM base release,
but who plan to deploy some of the installed languages at a later date. This option is
recommended for phased language deployments. For details on this scenario, see Installing All
Required Languages but Deploying Some Languages Later on page 127.
Install and deploy additional languages in an existing deployment. For customers who are
installing and deploying languages shipped with the Siebel CRM base release, and who plan to
install and deploy additional languages at a later date. This option might be suitable for some
phased language deployments. You can install languages at any time to meet changing business
needs. However, deploying languages is easier if you include them when you first install and
configure the Siebel CRM software. For details on this scenario, see Installing and Deploying
Additional Languages on page 129.
Installing and Deploying All Required Languages Once

This scenario is intended for customers who are deploying language packs that shipped with the
current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, and who are installing all of the
language packs that their enterprise will require during initial installation and configuration.
Include all of the required languages with your initial installation and deploy them when you
configure the installed Siebel software.
NOTE: You perform the tasks in this topic in conjunction with topics such as Installing Siebel
Enterprise Server on page 42 and Installing the Siebel Web Server Extension on page 49. Perform all
applicable steps that are documented in more detail in these and other topics.
To deploy multiple languages shipped with the current release

1
Install Siebel Enterprise Server software on all of the applicable servers, with all of the languages
that you will require for the enterprise.
Configure the Siebel Gateway Name Server and configure the Siebel Enterprise. Also configure
the SWSE logical profile.
Install the Siebel database. This task installs seed data for the primary language into the Siebel
database.
NOTE: For information about Siebel Gateway Name Server authentication and associated
requirements for the installation and configuration sequence, see Requirements for Siebel
Configure each Siebel Server, using the Siebel Server Configuration Wizard. During Siebel Server
configuration, specify to deploy all of the installed languages.
Install SWSE software on all of the applicable Web servers, with all of the languages that you will
require for the enterprise.
126

Configure each SWSE, using the SWSE Configuration Wizard. During SWSE configuration, specify
to deploy all of the installed languages.
For each additional installed (nonprimary) language that you are deploying for the first time: add
the language to the Siebel database and import the Siebel Repository. Also run the MLOV
conversion utility (once).
If you have not already done so, install the latest Siebel Patchset release on all of the components
in your Siebel CRM deployment. (It is recommended that you install a Siebel Patchset release
after you install Siebel CRM software and before you configure it.)
Installing All Required Languages but Deploying Some

Languages Later
This scenario is intended for customers who are deploying language packs included in the current
release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, but who plan to deploy some language packs
at a later date on particular instances of Siebel Server or SWSE.
Include all of the required languages with your initial installation.
There are two variations of this scenario that can achieve the desired result. Review each option and
decide which one works best for your situation. See also Installing and Deploying All Required
Languages Once on page 126 for details for some tasks.
applicable steps that are documented in more detail in these and other topics.
Deploying Multiple Languages Now and Later (Option 1)

Use the following procedure to deploy multiple languages now and at a later date. This procedure
represents Option 1. See also Option 2.
To deploy multiple languages now and at a later date (Option 1: preferred)

1
Perform tasks similar to those described in Installing and Deploying All Required Languages Once
on page 126.
Install Siebel Business Applications software with all of the languages that you will deploy
now and at a later date.
When you configure each Siebel Server and SWSE, specify that you want to deploy all of the
installed languages.
For each Siebel Server, disable any language-specific Application Object Manager components
that you do not yet require.
12 7

When you are ready to deploy additional installed languages, re-enable any language-specific
Application Object Managers that you previously disabled.
Deploying Multiple Languages Now and Later (Option 2)

Use the following procedure to deploy multiple languages now and at a later date. This procedure
represents Option 2. See also Option 1.
To deploy multiple languages now and at a later date (Option 2)

1
on page 126. In this case, it is assumed that you did not deploy all of the installed languages.
Install Siebel Business Applications software with all of the languages that you will deploy
now and at a later date.
When you configure each Siebel Server or SWSE, optionally specify to deploy only a subset
of the installed languages.
When you are ready to deploy additional installed languages, perform the following for each
Siebel Server:
Perform the wizard task Add Language Support for the Siebel Server.
In the Deployed Languages screen, specify the additional languages to deploy.
Execute the configuration.
Perform the following for each SWSE:
Start the SWSE Configuration Wizard.
Perform the wizard task Add Language Support for the SWSE Configuration.
128

Installing and Deploying Additional Languages

This scenario is intended for customers who did not install all of the Siebel language packs and later
determine that they require additional supported Siebel language packs that were not previously
installed and deployed.
This topic describes adding new languages to your existing Siebel Business Applications deployment
and existing physical resource allocation. As part of expanding language support, you might also
install components on new servers that include new language packs.
For an existing installation of Siebel Enterprise Server or SWSE of the current release, Siebel CRM
version 8.1.1.11 or version 8.2.2.4, you can run the same installer again to add any available and
supported language packs that you require that were not previously installed. You can perform this
installation task using unattended mode (silent mode) only.
For detailed requirements and other information about running Siebel installers and Configuration
Wizards, see Chapter 13, Requirements for Installing and Configuring Siebel Business Applications,
and other applicable parts of this guide.
NOTE: Where you are adding languages to an existing installation, the primary language for the
Siebel database will already have been determined when you installed the Siebel database. Any
language that is to serve as the primary language for a new Siebel database must be included in the
installation of the base release.
The following procedure applies to Siebel Enterprise Server and Siebel Web Server Extension. (For
Siebel Web Client and Siebel Tools installers, no explicit option is available for the task to add
languages. If you select an existing installation, then the installer allows you to specify the languages
to add to this installation.)
The procedure to install additional languages for Siebel Enterprise Server or SWSE in unattended
mode using response files includes many parameters that specify details about your existing
installation. Review the comments for these parameters in the response file to determine which
parameters you must provide values for. For example, for Siebel Enterprise Server, you must set the
parameter for each installed component to true. For more information about many of these
parameters, see the documentation for Oracle Universal Installer on Oracle Technology Network.
of the applicable steps that are documented in more detail in these and other topics.
To install and deploy additional languages on existing installations

1
on page 126 or Installing All Required Languages but Deploying Some Languages Later on
page 127. In this case, it is assumed that you did not install and deploy all of the languages.
Review Limitations for Installing Additional Languages on page 124.
Uninstall any Siebel Patchset releases that you have installed on top of Siebel CRM version
8.1.1.11 or version 8.2.2.4.
12 9

Verify that the additional new languages that you require and plan to install are included in the
Siebel network image.
Navigate to the location of an existing response file that corresponds to the task you are
performing.
For example, for Siebel Enterprise Server on Microsoft Windows, navigate to
Siebel_Image\Windows\Server\Siebel_Enterprise_Server\Disk1\stage\Response.
Copy and edit the response file that you need. The response files that you can use are as follows,
depending on your Siebel version. Choose the file whose name best reflects the version, product,
and operating system for your installation.
811x_ses_addlang_win.rsp
811x_swse_addlang_win.rsp
822x_ses_addlang_win.rsp
822x_swse_addlang_win.rsp
Copy the edited file to a suitable location. For example, you might place a file into a subdirectory
of the existing location for the response files, or into a temporary location such as C:.
Navigate to the location of the installer for the Siebel module for which you are installing
additional languages.
For example, for Siebel Enterprise Server on Microsoft Windows, navigate to
When you are ready to install additional languages as indicated by your response file settings,
run the Siebel Enterprise Server or SWSE installer program in unattended mode (silent mode)
on each physical server where Siebel modules are installed. The following is an example
command for Siebel Enterprise Server, for Siebel CRM version 8.1.1.11:
setup.bat -silent -responseFile C:\811x_ses_addlang_win.rsp
10 When you are ready to deploy additional installed languages that were not previously deployed
on each Siebel Server, perform the following for each Siebel Server where you have installed
these languages:
Choose the wizard task Add Language Support for the Siebel Server.
11 When you are ready to deploy additional installed languages that were not previously deployed
on each SWSE, perform the following for each SWSE where you have installed these languages:
Choose the wizard task Add Language Support for the SWSE Configuration.
130

12 For each additional installed (nonprimary) language that you are deploying for the first time: add
13 Install the latest Siebel Patchset release on all of the components in your Siebel deployment.
Related Topics
Installing and Deploying All Required Languages Once on page 126
Installing All Required Languages but Deploying Some Languages Later on page 127
Importing Locale-Specific Data into the Siebel

Repository
Sometimes it is necessary to update the text strings held in the repository for a particular language
or for multiple languages. These text strings are held in the Symbolic String Model (SSM) table, and
appear on-screen as labels for tabs, fields, and so on, across all of the Siebel applications.
Updates might be needed either because a string has been incorrectly translated for a particular
language or because installing a patch release has caused a new string or message to appear for all
of the languages for which Oracle ships language packs for Siebel Business Applications.
NOTE: These instructions are provided for use with any releases to which they apply. They might not
apply for any particular Siebel CRM version 8.1.1.x or version 8.2.2.x release or language.
The following procedure uses the Locale Management Utility (LMU), which is part of Siebel Tools, to
import an LMU file. An LMU file might contain strings in just one language or in multiple languages.
When running the Locale Management Utility, you can choose to import only the strings for the
languages that you are using in your installation. In the procedure, when you are prompted for the
file to import, specify the name of the LMU file provided for the applicable language.
NOTE: Install the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, before you run
the Locale Management Utility.
For more information about using the Locale Management Utility, see Using Siebel Tools and Siebel
Global Deployment Guide.
13 1
Additional Postinstallation and Configuration Tasks Additional Tasks for the Siebel
Web Server Extension and the Web Server
To import strings and other locale-specific attributes into the repository

1
In Siebel Tools, choose Tools, then Utilities, and then Locale Management.
The Locale Management Utility appears.
Select a source language and a target language.

The source language is the language of the locale-specific data in the LMU file that you are
importing. The target language is the Siebel language into which the strings will be imported.
Click the Import tab.
Enter the name of the LMU file from which you want to import locale-specific attributes.
You can also click Browse to find and select the file.
Specify whether you want to mark records in the repository with the Redo flag that have changed
since the export occurred.
When the import occurs, the LMU compares the source language records in the repository with
the source language records in the import file. If the records in the repository have changed since
the export occurred, then they are marked with the Redo flag. This flag helps you identify records
that might have to be retranslated.
Click Import.
After completing the import process, recompile the SRF file and restart the Application Object
Manager component on the Siebel Server to see the results.
Related Books
Using Siebel Tools
Additional Tasks for the Siebel Web

Server Extension and the Web Server
Perform the following additional tasks for the Siebel Web Server Extension and the Web server, as
required by your deployment:
Verifying the Siebel Virtual Directories on the Web Server on page 133
Creating Custom Virtual Directories on page 134
Supporting ASP Pages and Siebel Virtual Directories on the Same Instance of Microsoft IIS on
page 134
Setting SWSE and Virtual Directory Permissions on page 134
Restarting the Web Server on page 135
Enabling HTTP Compression for Siebel Business Applications on page 135
Editing the SWSE Configuration File (eapps.cfg) on page 137
Configuring the Default HTTP and HTTPS Ports for the Web Server on page 138
132
About the Siebel Enterprise Security Token on page 138
Updating Web Server Static Files Using the Siebel Enterprise Security Token on page 139
Verifying the Siebel Virtual Directories on the Web

Server
Review the Siebel virtual directories that were created during configuration of the Siebel Web Server
Extension. The virtual directories are created on the Web server for the installed Siebel Business
Applications. For example, the virtual directory eservice_enu is for Siebel eService using U.S. English
(ENU).
The virtual directories are created as follows:
For Microsoft IIS 7 or later:
For the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, with Siebel Patchset
5 or later, the Siebel virtual directories are created in the virtual Web site that you specify
when you configure the SWSE logical profile. For more information, see Configuring the
SWSE Logical Profile on page 77.
For the current release, the Siebel virtual directories are created in the virtual Web site
Siebel.
For Microsoft IIS 6, the Siebel virtual directories are created in Default Web Site.
On Microsoft Windows with Microsoft IIS, before you apply the SWSE logical profile, you can
precustomize which Siebel virtual directories to create on the Web server. For more information, see
Creating Custom Virtual Directories on page 134.
This topic is part of Additional Tasks for the Siebel Web Server Extension and the Web Server on
page 132.
To verify the virtual directories on Microsoft IIS

1
On the Microsoft IIS computer, navigate to Control Panel, Administrative Tools, and then Internet
Information Services.
Double-click computer_name (local computer) in the left panel.
Double-click Web Sites in the right panel.
Double-click in the right panel the name of the virtual Web site that you are using for the Siebel
applications, such as Siebel or Default Web Site.
All of the Siebel virtual directories that were created on this computer for that virtual Web site
are listed in the right panel.
13 3
Creating Custom Virtual Directories

Virtual directories are created automatically for Siebel Business Applications when you apply the
SWSE logical profile to an installed SWSE. However, in some cases you might want to create your
own virtual directory and point to an existing Application Object Manager; for example, to be able to
test features like Web Single Sign-On (Web SSO).
On Microsoft Windows with Microsoft IIS, before you apply the SWSE logical profile, you can
precustomize which virtual directories to create on the Web server. For example, you can remove the
entries for virtual directories that you do not need. To do this, you edit batch files that are located
in the SWSE logical profile directory, as follows:
Edit eapps_virdirs.bat and eapps_virdirs_sia_latest.bat for Microsoft IIS 7 or later.
Edit eapps_virdirs.bat and eapps_virdirs_sia.bat for Microsoft IIS 6.
Alternatively, before you create the SWSE logical profile on the Siebel Gateway Name Server
computer, you can precustomize the Siebel virtual directories by editing the configuration files that
correspond to these batch files. These files are located in the SIEBEL_GATEWAY_ROOT\ADMIN directory.
For information about where the virtual directories are created on Microsoft IIS, see Verifying the
Siebel Virtual Directories on the Web Server on page 133. For information about creating and applying
SWSE logical profiles, see Process of Configuring the Siebel Web Server Extension on page 76.
page 132.
Supporting ASP Pages and Siebel Virtual Directories on

the Same Instance of Microsoft IIS
It is not recommended to host ASP pages and the virtual directories for Siebel Business Applications
on the same instance of Microsoft Internet Information Services (IIS). If you want to deploy both
ASP pages and Siebel Business Applications on the same Web server, then you must isolate the ASP
pages from Siebel Business Applications, by using separate application pools. Doing this might affect
performance of the Web server.
page 132.
Setting SWSE and Virtual Directory Permissions

You must set permissions as outlined in Requirements for Installing and Configuring the Siebel Web
page 132.
134
Restarting the Web Server

You must restart the Web server (or Web servers) after you have finished installing Siebel CRM
version 8.1.1.11 or version 8.2.2.4 as a patch installation (migration installation) on the computers
where you installed Siebel Enterprise Server or Siebel Web Server Extension (SWSE).
The restart is required because the Web server must be able to create a directory to contain static
files required for the current version of the Siebel application (corresponding to the latest Siebel CRM
release). This directory is created as SWSE_ROOT\public\lang_code\build_number, where:
SWSE_ROOT is the location where the SWSE is installed
lang_code is each installed language (such as ENU for U.S. English)
build_number is the current build number of the installed Siebel software
The build_number directory and other directories are created on the Web server when the first SWSE
request is made after you install any Siebel Business Applications release. This directory is populated
with static files copied from the Siebel Server directory SIEBSRVR_ROOT\WEBMASTER\siebel_build.
The contents of these directories are updated on the Web server each time that the Web server
restarts, or when an administrator enters a Web update command in the browser. After a buildspecific directory is created on the SWSE, directories representing earlier builds are no longer used.
Failure to restart the Web server after installing the current release for Siebel Enterprise Server and
for the SWSE means that the directories described above will not be created on the Web server, which
causes the Siebel login screens to stop responding. For detailed information about how to stop and
restart the Web server, see Requirements for Stopping and Starting the Web Server on page 316.
page 132.
Related Topics
Updating Web Server Static Files Using the Siebel Enterprise Security Token on page 139
Requirements for Stopping and Starting the Web Server on page 316
Related Books
Enabling HTTP Compression for Siebel Business

Applications
You can specify whether, or when, the SWSE compresses HTTP traffic by setting the value of the
DoCompression parameter in the eapps.cfg file. Compressing HTTP traffic, where it is feasible to do
so, substantially reduces bandwidth consumption. This feature is supported on HTTP 1.1 and is not
supported on HTTP 1.0.
For detailed information about setting the value for the DoCompression parameter, see Siebel
Security Guide.
13 5
page 132.
Compressing Static Content for Microsoft IIS

The Siebel compression filter compresses dynamic content only. If you plan to compress static Web
content for any Microsoft IIS Web server used with Siebel Business Applications, then make sure that
you set the Microsoft IIS properties as listed in the following example:
HcSendCacheHeaders
FALSE
hcNoCompressionForProxies
TRUE
HcNoCompressionForHttp10
TRUE
For more information about enabling static compression and setting properties on Microsoft IIS, see
your third-party vendor documentation.
The example that follows illustrates a script that you can run on your Microsoft IIS Web servers to
enable static compression, after editing it to fit your site requirements:
rem -------------------------------------------------------------rem run this on webserver site
rem make sure the directories c:\inetpub\AdminScripts\ are correct.
rem -------------------------------------------------------------c:
cd \
cd inetpub
cd AdminScripts
cscript.exe adsutil.vbs set W3Svc/Filters/Compression/GZIP/HcFileExtensions "htm"
"html" "txt" "css" "js"
cscript.exe adsutil.vbs set W3Svc/Filters/Compression/DEFLATE/HcFileExtensions
"htm" "html" "txt" "css" "js"
cscript.exe adsutil.vbs set W3Svc/Filters/Compression/Parameters/HcSendCacheHeaders
"FALSE"
cscript.exe adsutil.vbs set W3Svc/Filters/Compression/Parameters/
HcNoCompressionForProxies "TRUE"
cscript.exe adsutil.vbs set W3Svc/Filters/Compression/Parameters/
HcNoCompressionForHttp10 "TRUE"
rem -------------------------------------------------------------rem Verify the settings
rem --------------------------------------------------------------
136
cscript.exe adsutil.vbs get W3Svc/Filters/Compression/GZIP/HcFileExtensions

cscript.exe adsutil.vbs get W3Svc/Filters/Compression/DEFLATE/HcFileExtensions
CAUTION: Setting these properties for static compression affects all of the applications that are
served on that Web server. Therefore, carefully review your vendor documentation and your site
requirements before making a decision to enable this type of compression. Review all of the available
vendor information about static file compression for Microsoft IIS, including any applicable issues or
fixes.
Editing the SWSE Configuration File (eapps.cfg)

The SWSE configuration process updates the eapps.cfg and eapps_sia.cfg files in SWSE_ROOT\bin.
The same files are used for all deployments.
These SWSE configuration files contain configuration information that you entered during the
configuration of the SWSE, including identity and connectivity information for the Application Object
Managers, and login and security settings.
You can modify the settings in the eapps.cfg and eapps_sia.cfg files by re-creating and reapplying
the SWSE logical profile, or in some cases just reapplying the SWSE logical profile. For more
information, see Process of Configuring the Siebel Web Server Extension on page 76.
Alternatively, you can manually add or modify selected optional parameters in these files to affect
all of the Siebel applications or selected applications. For example, you might do this to tune the
performance of Siebel Business Applications. (A manually edited file might then become out of sync
with the SWSE logical profile.)
Other related files might also be used in your deployment. The file eapps_sia.cfg is included by
eapps.cfg and extends its functionality by specifying connectivity information for Application Object
Managers for additional applications not specifically defined in eapps.cfg. In general, documented
information about the eapps.cfg file also applies to eapps_sia.cfg.
For detailed information about the structure and parameters of the eapps.cfg file, see Siebel System
Administration Guide. For information about security and authentication parameters in the eapps.cfg
file, see Siebel Security Guide. Most of the information also applies to eapps_sia.cfg.
page 132.
To edit the eapps.cfg or eapps_sia.cfg file

1
Open eapps.cfg or eapps_sia.cfg, which are located in SWSE_ROOT\bin, using a text editor such
as Notepad. (Do not use WordPad.)
Modify settings in the file. Save and close the file.
Stop and restart the Web server, as described in Requirements for Stopping and Starting the Web
Server on page 316.
13 7
Configuring the Default HTTP and HTTPS Ports for the

Web Server
The default HTTP and HTTPS ports for the Web server are port 80 and 443. When you deploy SWSE
onto the Web server, and if you want to use nondefault port numbers, then use the following
procedure to configure these ports.
The HTTP and HTTPS port numbers specified in the eapps.cfg file apply to the virtual Web site that
you are using for Siebel Business Applications. For any custom virtual Web site name, the port
numbers that you specify cannot be the same as the corresponding port numbers that are already
in use for Default Web Site. For more information, see Configuring the SWSE Logical Profile on
page 77.
page 132.
To configure the default ports for HTTP and HTTPS

1
Open the eapps.cfg file.

For more information, see Editing the SWSE Configuration File (eapps.cfg) on page 137.
Locate the [defaults] section.
Change the port number for HTTPPort and HTTPSPort to a desired port number. For example:
HTTPPort = 81
HTTPSPort = 444
NOTE: Alternatively, update these ports by re-creating and reapplying the SWSE logical profile.
Configure the Web server:
On the Microsoft IIS computer, navigate to Control Panel, Administrative Tools, and then Internet
Information Services.
In the right panel, double-click the local computer name.
In the right panel, double-click Web Sites.
Double-click in the right panel the name of the virtual Web site that you are using for the Siebel
applications, such as Siebel or Default Web Site.
In the Web Site tab, change the values for the TCP Port and SSL Port to the same values that
you set in Step 3 on page 138.
About the Siebel Enterprise Security Token

The Siebel Enterprise security token is the password that your Siebel administrator can use to update
static files, such as application image files or cascading style sheet files, on your Web server. Your
developers might have placed updated versions of these files on the Siebel Server (in the WEBMASTER
subdirectory) after customizing the Siebel application with Siebel Tools.
138
Each time that the administrator restarts the Web server, the Web server contacts the Siebel Server
and updates the static files. However, it is not necessary to restart the Web server every time the
Web server static files in the SWSE directory must be updated. Instead, you can use the Siebel
Enterprise security token that you specified when you configured the SWSE. You can update the
static files by entering this token in a command line, particularly when deploying multiple Web
servers.
You set the value of the Siebel Enterprise security token during configuration of the SWSE logical
profile, as described in Configuring the SWSE Logical Profile on page 77. This value is defined as the
value for the SiebEntSecToken parameter in the eapps.cfg file for your SWSE installation. By default,
this value is encrypted.
NOTE: If passwords are encrypted in eapps.cfg, then, to change the value, you must either
reconfigure the SWSE and specify the new password in the SWSE Configuration Wizard or use the
encryptstring utility to encrypt the password before you add it manually to the eapps.cfg file.
Directly editing passwords in the eapps.cfg file is suitable only when encryption is not used.
The EncryptedPassword parameter specifies whether passwords are encrypted in the eapps.cfg file.
For more information, see Configuring the SWSE Logical Profile on page 77. See also Siebel Security
Guide.
For each language-specific application, the directory on the SWSE where the static files are cached
is determined by the setting of the WebPublicRootDir parameter in the eapps.cfg file.
page 132.
Related Topics
Restarting the Web Server on page 135
Updating Web Server Static Files Using the Siebel

Enterprise Security Token
Each time the administrator restarts the Web server, the Web server contacts the Siebel Server, and
updates the static files. However, it is not necessary to restart the Web server every time the Web
server static files in the SWSE directory must be updated. Instead, you can use the Siebel Enterprise
security token that you specified when you configured the SWSE. You can update the static files by
entering this token in a command line, particularly when deploying multiple Web servers. For more
information about the Siebel Enterprise security token, see About the Siebel Enterprise Security
Token on page 138.
page 132.
To update the static files on the Web server

1
Start a Web browser session.
13 9
Type a URL like the following into the browser:

http://host:port/application/
start.swe?SWECmd=UpdateWebImages&SWEPassword=EnterpriseSecurityToken
where:
host is the name of the Web server computer.
port is the Web server listening port number. This element is not required if you are using
the default port, 80.
application is any Siebel application hosted by this Web server (such as callcenter_enu,
sales_deu, and so on).
EnterpriseSecurityToken is the unencrypted version of the Siebel Enterprise security token,

which is defined in the eapps.cfg file by the SiebEntSecToken parameter.
For example:
http://siebel:81/sales_deu/start.swe?SWECmd=UpdateWebImages&SWEPassword=siebel
Related Topics
140
Installing Siebel Web Clients

and Siebel Tools
This chapter describes the tasks that you must perform to install Siebel Mobile Web Clients, Siebel
Tools, and the Siebel Sample Database, and to start Siebel Business Applications. Both new
installations and patch installations are described. This chapter includes the following topics:
About Installing the Siebel Web Client or Siebel Tools on page 141
Process of Installing the Siebel Web Client on page 143
Process of Installing Siebel Tools on page 149
Installing Siebel Web Clients and Siebel Tools in Unattended Mode on page 154
Postinstallation Tasks for High Interactivity Clients on page 161
Logging in to Your Siebel Application on page 162
Siebel Web Client Shortcuts and Startup Options on page 165
About Siebel QuickStart on page 169
Enabling and Disabling Siebel QuickStart on page 171
About Installing the Siebel Web Client or

Siebel Tools
This chapter describes how to install Siebel Web Clients, Siebel Tools, and the Siebel Sample
Database, with specified Siebel language packs. In this chapter, the term Siebel Web Client refers to
either the Mobile Web Client or the Developer Web Client.
The language that the installer displays is the one that corresponds to the current regional settings
on the installation client computer.
The software that is installed on the users computer for Siebel Mobile Web Client and Developer Web
Client is identical. A single installer provides the software necessary to install and run either of these
Siebel Web Client types. For general information about these client types, see Siebel Deployment
Planning Guide. Information in this guide about installing the Siebel Web Client refers to these two
client types. (Siebel Developer Web Client installation is covered with the Siebel Mobile Web Client.)
Each Siebel Web Client is designed to be used within a single Siebel Enterprise. To support multiple
Siebel Enterprises on a single computer for testing purposes, install separate Siebel client instances
in separate directories.
Installing the Siebel Web Client or Siebel Tools is a two-step process, where you first install the base
release, Siebel CRM version 8.1.1 or version 8.2.2, and then install the current release, Siebel CRM
14 1
Installing Siebel Web Clients and Siebel Tools About Installing the Siebel Web Client
or Siebel Tools
For Siebel Sample Database, you install only the current release, Siebel CRM version 8.1.1.11 or
version 8.2.2.4.
Before installing, review all documented requirements. The specific requirements for Siebel Mobile
Web Client and Siebel Developer Web Client also depend on whether you are deploying Siebel CRM
applications using Siebel Open UI (recommended) or high interactivity (the default). For high
interactivity, see also the browser configuration information in Siebel System Administration Guide.
It is recommended to install the Siebel Developer Web Client with Siebel Tools. The Siebel Developer
Web Client has specific requirements for connectivity to the enterprise database. For information
about the relational database management systems (RDBMS) that may require installation on the
Siebel client computers on which you run Siebel Developer Web Clients, see the Certifications tab on
My Oracle Support. These products are not provided by Oracle; you must obtain them based on your
database-connection requirements.
Siebel Web Client Installer Workflow on page 142
About ActiveX Controls for High Interactivity on page 143
Related Topics
Requirements for Installing Siebel Web Clients on page 322
Requirements for Installing Siebel Tools on page 324
Related Books
Deploying Siebel Open UI
Siebel Web Client Installer Workflow

The installer for Siebel Mobile Web Client and Developer Web Client does the following:
Checks the client computer to verify whether required components have already been installed.
Creates all of the required ODBC data sources.
Installs the Siebel Web Client software and specified Siebel language packs.
Creates Siebel application and utility shortcuts.
Writes data to installation log files.
142
Installing Siebel Web Clients and Siebel Tools Process of Installing the Siebel Web
Client
Downloads the ActiveX controls used by the Siebel Web Client when deployed using high
interactivity.
This topic is part of About Installing the Siebel Web Client or Siebel Tools on page 141.
About ActiveX Controls for High Interactivity

After the Siebel Web Client installation completes, the file predeploy.htm is loaded in a browser
window. This file downloads the ActiveX controls that are used by the Siebel Mobile Web Client when
it is deployed using high interactivity. Downloading the ActiveX controls to the client computer so
that they can be used by the Siebel Web Client is referred to as predeploying these controls. The
predeploy.htm file is located in the directory SIEBEL_CLIENT_ROOT\bin. In this path,
SIEBEL_CLIENT_ROOT is the directory where the Siebel Web Client is installed.
For more information about the ActiveX controls that are used by Siebel Web Clients that are
deployed using high interactivity, about related browser settings, and about the predeploy.htm file,
see the browser configuration chapter in Siebel System Administration Guide. Updated Activex
controls are also predeployed when you install a Siebel CRM release, including the current release,
Siebel Innovation Pack 2013. For more information, see Postinstallation Tasks for High Interactivity
Clients on page 161.
NOTE: You can deploy Siebel Business Applications using Siebel Open UI, which is an alternative to
the high-interactivity client for employee applications, such as Siebel Call Center. For more
information, see Enabling Siebel Open UI on page 114.
This topic is part of About Installing the Siebel Web Client or Siebel Tools on page 141.
Process of Installing the Siebel Web

Client
This process describes how to install the Siebel Mobile Web Client or Developer Web Client and
specified Siebel language packs.
NOTE: This process includes instructions for installing both the base release (Siebel CRM version
8.1.1 or version 8.2.2) and the current release, Siebel Innovation Pack 2013. For a new installation,
you install the base release and then the current release. For an existing installation, you install only
If you are performing an unattended installation, then see also Installing Siebel Web Clients and
Siebel Tools in Unattended Mode on page 154.
To install the Siebel Web Client, perform the following tasks:
Installing the Siebel Web Client as a New Installation on page 144
Installing the Siebel Web Client as a Patch Installation on page 148
page 32
14 3
Client
Related Topics
About Installing the Siebel Web Client or Siebel Tools on page 141
Verifying Installation for the Siebel Web Client on page 185
Uninstalling Siebel Web Clients on page 270
Installing the Siebel Web Client as a New Installation

Use the following procedure to install the Siebel Web Client as a new installation for Siebel CRM
version 8.1.1 or version 8.2.2. Some of the information applies to only the Siebel Mobile Web Client
or only the Siebel Developer Web Client.
NOTE: Use this procedure only when the Siebel Web Client is not already installed. After performing
this procedure, you must follow the steps in Installing the Siebel Web Client as a Patch Installation
on page 148 to install the current release.
This topic is part of Process of Installing the Siebel Web Client on page 143.
To install the Siebel Web Client as a new installation

1
Review Requirements for Installing Siebel Web Clients on page 322.
In Windows Explorer, navigate to the Siebel image location for Siebel CRM version 8.1.1 or
version 8.2.2. Then navigate to the directory where the installer is located. Navigate to
Siebel_Image\Windows\Client\Siebel_Web_Client\Disk1\install.
Start the Siebel Web Client installer for Siebel CRM version 8.1.1 or version 8.2.2, as follows:
For Siebel CRM version 8.1.1, double-click oui.exe to start the Siebel Web Client installer.
For Siebel CRM version 8.2.2, double-click setup.bat to start the Siebel Web Client installer.
The Siebel Web Client installer displays a Welcome screen.
Take the action appropriate to the task that you are performing. Do one of the following:
144
To perform a new installation or to add a Siebel language pack to an existing installation,

click Next. The Specify Home Details screen appears. Go to the next step.
Client
To uninstall an installed instance of the software, click Deinstall Products. Follow the
procedure described in Uninstalling Siebel Web Clients on page 270.
In the Specify Home Details screen, enter a name for your installation, and specify the
installation location, and then click Next. (Note the installation name and location for future
reference.) If you are adding a Siebel language pack, then specify the name and path for your
existing installation. Note the following:
The default installation name is Siebel8_home1 or a similar value. The value that you specify
is used in the parent program group name for the Siebel application client shortcuts. (A
separate program group is created for the Oracle Universal Installer software.) If you have
an existing installation, then specify a new name for a new installation.
The default installation path is C:\siebel\8.1\Client_1 or C:\siebel\8.2.2.0.0\Client_1

or a similar value. Accept the default path, or specify a different location by typing it directly
or by clicking Browse.
(For Siebel CRM version 8.2.2 only) A screen appears that prompts for email contact information.
(For Siebel CRM version 8.2.2 only) When prompted for the email address and password
corresponding to your My Oracle Support account, click Next. (This information is not used in this
context.)
The Product-Specific Prerequisite Checks screen appears.
Before proceeding, review the installation requirements for the Siebel Web Client software that
you are installing.
The installer program performs a validation check to make sure that the installation requirements
are met. If they are not, then a prompt appears, stating which requirements are not met. Exit
the installer, satisfy the requirements, and restart the installation process.
If one or more installation requirements have not been met, then correct any missing
requirements. (You might have to exit the installer, satisfy the requirements, and restart the
installation process.) When you are ready to proceed, click Next.
The Select Languages screen appears.
If you are adding languages to an existing installation, then any previously installed languages
are unavailable for selection. Do one of the following:
For a new installation, go to the next step.
To add a language to an existing installation, go to Step 20 on page 147.
10 In the Welcome screen that appears, click Next.

11 Specify the type of Siebel Web Client that you are installing: either Siebel Mobile Web Client or
Siebel Developer Web Client. Then click Next. Do one of the following:
For Siebel Mobile Web Client, go to the next step.
14 5
Client
For Siebel Developer Web Client, go to Step 13 on page 146.
12 (Siebel Mobile Web Client installations only) In the Remote Server Information screen, specify
the name of the Siebel Server on which you are running Siebel Remote Server components. Then
click Next. Go to Step 20 on page 147.
Siebel Remote Server components are required for initializing and synchronizing the local
database on the Siebel Mobile Web Client computer.
13 (Siebel Developer Web Client installations only) In the Siebel Database Server screen, select the
type of database server that you are using for Siebel Business Applications. Choose one of the
following, and click Next:
Oracle Database Server
IBM DB2 UDB for Windows and UNIX
NOTE: According on your selection, the Siebel Web Client installer validates that the correct
database connectivity software has been installed. If it has not been installed, then you must exit
the Siebel Web Client installer, install the required software, and then restart the Siebel Web
Client installer.
14 (Siebel Developer Web Client installations only) In the Database Identification screen, enter the
following information, and click Next. Specify information for the database that you specified in
the Siebel Database Server screen in Step 13 on page 146:
For Oracle Database, specify the Database Alias and Table Owner.
For Microsoft SQL Server, specify the Database Server Hostname and Database Instance
Name.
For IBM DB2, specify the Database Alias and Table Owner.
For IBM DB2 for z/OS, specify the Database Alias (as defined in DB2 Connect) and Table
Owner or Schema Qualifier.
Enter the data that you previously specified in the worksheet in Appendix A, Siebel Deployment
Planning Worksheet.
15 (Siebel Developer Web Client installations only) In the File System Server Information screen,
specify the directory path for a network-based Siebel File System by typing it directly or by
clicking Browse. Then click Next.
NOTE: For the Siebel File System path, you can use a UNC share name (for example,
\\SRV1\siebfile) or a mapped drive (for example, K:\siebelFS). For more information, see
File and Directory Naming Conventions on page 294. See also Creating the Siebel File System
on page 295.
16 (Siebel Developer Web Client installations only) In the Remote Server Information screen, click
Next to accept the default. (This screen is primarily for Mobile Web Client installation.)
146
Client
17 (Siebel Developer Web Client installations only) In the Enterprise Server Information screen,
specify the address of the Siebel Gateway Name Server and the name of the Siebel Enterprise
to which this Siebel Web Client will connect for administration. Then click Next.
The Gateway Name Server Address is the network name or the IP address of the computer on
which the Siebel Gateway Name Server is installed. To enter a specific port number, append the
Gateway Name Server Address string with a colon and the desired port number.
The Enterprise Server name is the name of the Siebel Enterprise under which the Siebel Servers
that support the server database were installed.
18 (Siebel Developer Web Client installations only) In the Server Request Broker Information
screen, specify the Request Server Name, and click Next.
This value is the name of the Siebel Server on which the Server Request Broker component is
operating. This component is used for dynamic assignment and other interactive operations.
19 (Siebel Developer Web Client installations only) In the Search Server Information screen, if you
will use a search server, then enter the following for the server computer where the search server
operates. Then click Next.
Search Server Hostname. The default value is localhost.
Search Server Port Number. The default value is 2048.
NOTE: For system requirements and other information about deploying a search server, see
Siebel Search Administration Guide.
20 Review the information in the Summary screen. In particular, confirm that you have met all of
the disk space requirements for installation. Click Install to begin installing the Siebel Web Client
software.
Siebel Web Client software is installed into the directory specified in Step 5 on page 145.
21 When the browser is displayed and indicates that ActiveX controls have been deployed, close the
browser window.
NOTE: The ActiveX controls are used only for applications deployed using high interactivity.
22 When all of the files have been installed, click Exit.

The Siebel Web Client installation is now finished. Siebel application shortcuts are created in the
program folder specified in Step 5 on page 145. For more information about these shortcuts, see
Siebel Web Client Shortcuts on page 165.
23 After installing the Siebel Web Client software for the base release (Siebel CRM version 8.1.1 or
version 8.2.2):
Verify the Siebel Web Client installation, as described in Verifying Installation for the Siebel
Web Client on page 185.
Install the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, as a patch
installation, as described in Installing the Siebel Web Client as a Patch Installation on
page 148. Then verify the installation again.
14 7
Client

Installing the Siebel Web Client as a Patch Installation

Use the following procedure to install the Siebel Web Client as a patch installation of the current
release, Siebel CRM version 8.1.1.11 or version 8.2.2.4. You install the software as a patch release
on top of an existing installation of Siebel CRM version 8.1.1 or 8.1.1.x, or Siebel CRM version 8.2.2
or 8.2.2.x. The information applies to both the Siebel Mobile Web Client and the Siebel Developer
Web Client.
NOTE: Use this procedure only when an earlier version of the Siebel Web Client is already installed.
Otherwise, you must follow the steps in Installing the Siebel Web Client as a New Installation on
page 144 before you can perform this procedure.
To install the Siebel Web Client as a patch installation

1
Exit any Siebel software on the client computer where you are installing the current release.
NOTE: For a Siebel Mobile Web Client using the Siebel QuickStart feature, you must also exit the
QuickStart agent if it is running. To do this, right-click the QuickStart icon in the system tray, and
then choose Exit. For more information, see About Siebel QuickStart on page 169.
In Windows Explorer, navigate to the Siebel image location for the current release, and then to
the directory where the installer is located. Navigate to
In this path, Siebel_Image is the directory for your version-specific Siebel installation image,
such as C:\Siebel_Install_Image\8.1.1.11 or C:\Siebel_Install_Image\8.2.2.4.
Double-click setup.bat to start the Siebel client installer for Siebel CRM version 8.1.1.x or version
8.2.2.x.
In the Select Oracle Home and Oracle Location screen, select an instance of Siebel CRM version
8.1.1 or 8.1.1.x or Siebel CRM version 8.2.2 or 8.2.2.x to patch, from the list of detected Siebel
installations, and then click Next.
In the Installation Details and Progress screen, click Install to complete the installation of Siebel
CRM version 8.1.1.x or version 8.2.2.x.
When the installer indicates that the software was successfully installed, click Exit.
NOTE: The computer might require a restart at the end of the installation.
After installing the Siebel Web Client software for the current release (Siebel CRM version
8.1.1.11 or version 8.2.2.4):
Verify the Siebel Web Client installation, as described in Verifying Installation for the Siebel
Web Client on page 185.
148
Installing Siebel Web Clients and Siebel Tools Process of Installing Siebel Tools

Repeat Step 1 on page 148 through Step 7 on page 148 on each computer with an applicable
Siebel Web Client installation to be patched.
Process of Installing Siebel Tools

This process describes how to install the Siebel Tools Client and specified Siebel language packs.
Siebel Tools is an integrated environment used by developers for configuring Siebel Business
Applications.
The language that the installer displays is the one that corresponds to the current regional settings
on the installation client computer.
If you are performing an unattended installation, then see also Installing Siebel Web Clients and
Siebel Tools in Unattended Mode on page 154.
To install the Siebel Tools Client, perform the following tasks:
Installing Siebel Tools as a New Installation on page 150
Installing Siebel Tools as a Patch Installation on page 153
page 32
Related Topics
Verifying Installation for Siebel Tools on page 187
Uninstalling Siebel Tools on page 271
Related Books
Using Siebel Tools
Configuring Siebel Business Applications
14 9
Configuring Siebel Open UI

Siebel Developers Reference
Installing Siebel Tools as a New Installation

Use the following procedure to install Siebel Tools as a new installation for Siebel CRM version 8.1.1
or version 8.2.2.
NOTE: Use this procedure only when Siebel Tools is not already installed. After performing this
procedure, you must follow the steps in Installing Siebel Tools as a Patch Installation on page 153 to
install the current release.
To install Siebel Tools as a new installation

1
Review Requirements for Installing Siebel Tools on page 324.
Siebel_Image\Windows\Client\Siebel_Tools\Disk1\install.
Start the Siebel Tools installer for Siebel CRM version 8.1.1 or version 8.2.2, as follows:
For Siebel CRM version 8.1.1, double-click oui.exe to start the Siebel Tools installer.
For Siebel CRM version 8.2.2, double-click setup.bat to start the Siebel Tools installer.
The Siebel Tools installer displays a Welcome screen.
Take the action appropriate to the task that you are performing. Do one of the following:
To perform a new installation or to add a Siebel language pack to an existing installation,

click Next. The Specify Home Details screen appears. Go to the next step.
To uninstall an installed instance of the software, click Deinstall Products. This task is
described in Uninstalling Siebel Web Clients on page 270.
In the Specify Home Details screen, enter a name for your installation, and specify the
installation location, and then click Next. (Note the installation name and location for future
reference.) If you are adding a Siebel language pack, then specify the name and path for your
existing installation. Note the following:
The default installation name is Tools1 or a similar value. The value that you specify is used
as the program group name for the Siebel Tools shortcut. (A separate program group is
created for the Oracle Universal Installer software.) If you have an existing installation, then
specify a new name for a new installation.
The default installation path is C:\Siebel\8.1\Tools_1 or C:\siebel\8.2.2.0.0\Tools_1 or

a similar value. Accept the default path, or specify a different location by typing it directly or
by clicking Browse.
150
(For Siebel CRM version 8.2.2 only) A screen appears that prompts for email contact information.
(For Siebel CRM version 8.2.2 only) When prompted for the email address and password
corresponding to your My Oracle Support account, click Next. (This information is not used in this
context.)
The Product-Specific Prerequisite Checks screen appears.
The installer program performs a validation check to make sure that the installation requirements
are met. If they are not, then a prompt appears, stating which requirements are not met. Exit
the installer, satisfy the requirements, and restart the installation process.
If one or more installation requirements have not been met, then correct any missing
requirements. (You might have to exit the installer, satisfy the requirements, and restart the
installation process.) When you are ready to proceed, click Next.
The Select Languages screen appears.
If you are adding languages to an existing installation, then any previously installed languages
are unavailable for selection. Do one of the following:
For a new installation, go to the next step.
To add a new language to an existing installation, go to Step 14 on page 152.
NOTE: Siebel Tools must be installed with the U.S. English (ENU) language pack. You can install
other Siebel language packs as well. The files specific to the languages chosen in this step are
copied to your computer.
In the Siebel Database Server screen, select the type of database server that you are using for
Siebel Business Applications. Choose one of the following, and click Next:
Oracle Database Server
IBM DB2 UDB for Windows and UNIX
10 In the Database Identification screen, enter the following information, and click Next. Specify
information for the database that you specified in the Siebel Database Server screen in Step 9
on page 151:
For Oracle Database, specify the Database Alias and Table Owner.
For Microsoft SQL Server, specify the Database Server Hostname and Database Instance
Name.
For IBM DB2, specify the Database Alias and Table Owner.
For IBM DB2 for z/OS, specify the Database Alias (as defined in DB2 Connect) and Table
Owner or Schema Qualifier.
15 1
Enter data that you previously specified in the worksheet in Appendix A, Siebel Deployment
Planning Worksheet.
11 In the File System Server Information screen, specify the directory path for a network-based
Siebel File System by typing it directly or by clicking Browse. Then click Next.
NOTE: For the Siebel File System path, you can use a UNC share name (for example,
\\SRV1\siebfile) or a mapped drive (for example, K:\siebelFS). For more information, see
File and Directory Naming Conventions on page 294. See also Creating the Siebel File System
on page 295.
12 In the Remote Server Information screen, specify the name of the Siebel Server on which you
are running Siebel Remote Server components. Then click Next.
Siebel Remote Server components are required for initializing and synchronizing the local
database on the Siebel Tools computer.
13 In the Enterprise Server Information screen, specify the address of the Siebel Gateway Name
Server and the name of the Siebel Enterprise to which Siebel Tools will connect for
administration. Then click Next.
The Gateway Name Server Address is the network name or the IP address of the computer on
which the Siebel Gateway Name Server is installed. To enter a specific port number, append the
Gateway Name Server Address string with a colon and the desired port number.
The Enterprise Server is the name of the Siebel Enterprise under which the Siebel Servers that
support the server database were installed.
14 Review the information in the Summary screen. In particular, confirm that you have met all of
the disk space requirements for installation. Click Install to begin installing the Siebel Tools
software.
Siebel Tools software is installed into the directory specified in Step 5 on page 150.
15 When all of the files have been installed, click Exit.

Siebel Tools installation is now finished. The Siebel Tools shortcut is created in the program folder
16 After installing the Siebel Tools software for the base release (Siebel CRM version 8.1.1 or version
8.2.2):
Verify the Siebel Tools installation, as described in Verifying Installation for Siebel Tools on
page 187.
Install the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, as a patch
installation, as described in Installing Siebel Tools as a Patch Installation on page 153. Then
verify the installation again.

152
Installing Siebel Tools as a Patch Installation

Use the following procedure to install Siebel Tools as a patch installation of the current release, Siebel
CRM version 8.1.1.11 or version 8.2.2.4. You install the software as a patch release on top of an
existing installation of Siebel CRM version 8.1.1 or 8.1.1.x, or Siebel CRM version 8.2.2 or 8.2.2.x.
NOTE: Use this procedure only when an earlier version of Siebel Tools is already installed. Otherwise,
you must follow the steps in Installing Siebel Tools as a New Installation on page 150 before you can
perform this procedure.
This topic is part of Process of Installing Siebel Tools on page 149.
To install Siebel Tools as a patch installation

1
Exit any Siebel software on the Siebel Tools Client computer where you are installing the current
release.
Siebel_Image\Windows\Client\Siebel_Tools\Disk1\install.
Double-click setup.bat to start the Siebel Tools Client installer for Siebel CRM version 8.1.1.x or
version 8.2.2.x.
In the Select Oracle Home and Oracle Location screen, select an instance of Siebel CRM version
8.1.1 or 8.1.1.x or Siebel CRM version 8.2.2 or 8.2.2.x to patch, from the list of detected Siebel
installations, and then click Next.
In the Installation Details and Progress screen, click Install to complete the installation of Siebel
CRM version 8.1.1.x or version 8.2.2.x.
When the installer indicates that the software was successfully installed, click Exit.
NOTE: The computer might require a restart at the end of the installation.
After installing the Siebel Tools software for the current release (Siebel CRM version 8.1.1.11 or
version 8.2.2.4):
Verify the Siebel Tools installation, as described in Verifying Installation for Siebel Tools on
page 187.

Repeat Step 1 on page 153 through Step 7 on page 153 on each computer with an applicable
Siebel Tools installation to be patched.
15 3
Installing Siebel Web Clients and Siebel Tools Installing Siebel Web Clients and Siebel
Tools in Unattended Mode
Installing Siebel Web Clients and Siebel

The installer programs for Siebel Mobile or Developer Web Client and Siebel Tools support unattended
installation. These installers can be run at the command line with optional flags appended to the
installer command to either save an installation response file or to execute a response file to install
in unattended mode.
You can perform unattended installations for better performance when installing multiple Siebel Web
Clients. Or, you might perform unattended installations if user input during an installation is not
allowed in your environment, as might be the case in some secure environments. An unattended
installation prepackages all of the required parameters so that you only execute a command to
perform the installation.
You can use unattended mode to install Siebel CRM version 8.1.1 or version 8.2.2 or to install the
current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4.
CAUTION: Unattended installations provide no direct feedback or error notification. Therefore, you
must test your settings in a development environment before system-wide deployment in a
production environment. It is strongly recommended that you become thoroughly familiar with GUI
installation for any Siebel modules for which you intend to perform unattended installation.
Guidelines for Installing Siebel Web Clients and Siebel Tools in Unattended Mode on page 154
Saving a Siebel Web Client or Siebel Tools Installation Response File on page 155
Performing a Siebel Web Client or Siebel Tools Installation in Unattended Mode on page 156
Related Topics
Guidelines for Installing Siebel Web Clients and Siebel Tools in

Unattended Mode
Review the following guidelines for installing Siebel Web Clients and Siebel Tools in unattended
mode:
Keep track of the response file results. Because the unattended installation session is
controlled by the response file, you must keep careful track of the result that each response file
will yield when you perform an unattended installation.
154
Create the response file on a computer similar to the target computer. When you run the
installer as described in Saving a Siebel Web Client or Siebel Tools Installation Response File on
page 155, validations are performed as if you were performing a real installation. It is strongly
recommended that you run the installer on a computer that has similar resources and
configuration settings as the target computer on which the installation will be performed, as
described in Performing a Siebel Web Client or Siebel Tools Installation in Unattended Mode on
page 156. Unattended installations must meet all of the documented requirements, including
those described in Requirements for Installing Siebel Web Clients on page 322 and Requirements
for Installing Siebel Tools on page 324.
Validate the installation. Validate each installation after it has completed, as described in
Verifying Installation for the Siebel Web Client on page 185 and Verifying Installation for Siebel
Tools on page 187.
Saving a Siebel Web Client or Siebel Tools Installation Response File

Perform the following steps to save an installation response file to be used in an unattended Siebel
Web Client or Siebel Tools installation.
To save an installation response file

1
In Windows Explorer, navigate to the Siebel image location for the current software version. Then
navigate to the directory where the installer is located.
For Siebel Mobile or Developer Web Client, navigate to
For Siebel Tools, navigate to
Siebel_Image\Windows\Client\Siebel_Tools_Client\Disk1\install.
In these paths, Siebel_Image is the directory for your version-specific Siebel network image,
Start the Siebel Web Client or Siebel Tools installer, as follows:
For Siebel CRM version 8.1.1, run a command like the following to start the Siebel Web Client
or Siebel Tools installer:
oui.exe -record -destinationFile path_to_installation_response_file
setup.bat -record -destinationFile path_to_installation_response_file
For Siebel CRM version 8.1.1.x or version 8.2.2.x, run a command like the following to start
the Siebel Web Client or Siebel Tools installer:
setup.bat -record -oneclick -destinationFile
path_to_installation_response_file
15 5
In these commands, path_to_installation_response_file is the full path and name of a response

file to be generated (for example, C:\temp\clientinstall.rsp).
These commands run the installer in record mode and specify the location to which you want to
save a response file.
Provide input to the installer wizard, as in a normal GUI installation.
Click Cancel in the Summary screen to generate the response file and end the installer session.
(Do not click Install in this case.)
A response file is generated that includes data that is derived from the input that you made
during the installer session.
In addition to saving the response file at the location that you specified at the command line, the
installer creates the Siebel installation directory at the location that you specified in the installer
session (for example, C:\temp\clientinstall.rsp). Although the Siebel module is not installed
(because you clicked Cancel), this directory contains a subdirectory called inventory, which
includes information about the product inventory.
See the following procedure for performing a Siebel Web Client or Siebel Tools installation in
unattended mode, using the response file that you just generated.
Performing a Siebel Web Client or Siebel Tools Installation in

Unattended Mode
Perform the following steps to perform an unattended Siebel Web Client or Siebel Tools installation.
To perform an unattended installation for the Siebel Mobile or Developer Web Client or Siebel Tools,
you save an installation response file, as described in Saving a Siebel Web Client or Siebel Tools
Installation Response File on page 155, and run the installer command as shown in the following
procedure.
NOTE: Before you run the Siebel Mobile Web Client installer for Siebel CRM version 8.1.1 or version
8.2.2, editing the oraparam.ini file as described in the following procedure suppresses the Internet
Explorer browser from starting during the installation session (to predeploy ActiveX controls), so the
installation is truly unattended. For applications deployed in high interactivity, the ActiveX controls
must be deployed in the browser after installation. For more information about deploying ActiveX
controls for the Microsoft Internet Explorer browser, see About ActiveX Controls for High Interactivity
on page 143 and see the browser configuration chapter in Siebel System Administration Guide.
To perform an unattended installation

1
In Windows Explorer, navigate to the same Siebel image installer location as in the procedure for
saving an installation response file.
Place the response file that you previously generated in the correct Siebel image directory for
the Siebel module (where the installer program is located), so that the file can be read when you
start the installer.
NOTE: Always back up any existing valid response file before replacing it with a new file.
156
Installing Siebel Web Clients and Siebel Tools Installing and Using the Siebel Sample
Database
(Siebel Mobile Web Client installations for Siebel CRM version 8.1.1 or version 8.2.2 only) Open
the file oraparam.ini for editing. Search for SUPPRESS_IEPOPUP=FALSE. Change the value from
FALSE to TRUE, and save the file.
Start the Siebel Web Client or Siebel Tools installer, as follows:
oui.exe -silent -responseFile path_to_installation_response_file
setup.bat -silent -responseFile path_to_installation_response_file
(After installing Siebel CRM version 8.1.1 or version 8.2.2) For Siebel CRM version 8.1.1.x or
version 8.2.2.x, run a command like the following to start the Siebel Web Client or Siebel
Tools installer:
setup.bat -silent -oneclick -responseFile path_to_installation_response_file
In these commands, path_to_installation_response_file is the full path and name of a response

file to be executed (for example, C:\temp\clientinstall.rsp).
These commands run the installer in unattended mode and specify the location of the response
file to be executed. No installer screens are displayed, and no further user input is prompted for
after the installer starts.
Installing and Using the Siebel Sample

Database
The Siebel Sample Database contains example data of various kinds to help you understand how
Siebel Business Applications work. You install the Sample Database for the Siebel Mobile Web Client
(or the Siebel Developer Web Client). This database, like the local database used with the Siebel
Mobile Web Client, is based on SQL Anywhere.
NOTE: Installation of the Siebel Sample Database is optional and applies to the Siebel Mobile Web
Client. Before you can install the Sample Database, you must install the Siebel Mobile Web Client,
as described in Process of Installing the Siebel Web Client on page 143.
For platform requirements for installing and using Siebel Web Clients and the Siebel Sample
Database, see the Certifications tab on My Oracle Support. For information about installation path
requirements, see File and Directory Naming Conventions on page 294.
After you have installed the Siebel Sample Database, you can run Siebel demo applications, such as
those described in Siebel Web Client Shortcuts and Startup Options on page 165. You can also
customize shortcuts, as described in the same topic.
Procedure for Installing the Siebel Sample Database on page 158
15 7
Database
About the Siebel Sample Database ConnectString Parameter on page 160
Using the Siebel Sample Database with Siebel Tools on page 160
Related Topics
Siebel Web Client Shortcuts and Startup Options on page 165
File and Directory Naming Conventions on page 294
Procedure for Installing the Siebel Sample Database

Use the following procedure to install the Siebel Sample Database. Install this database after
installing the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, for the Siebel Mobile
Web Client.
Use this Siebel Sample Database with an updated Siebel Repository file (SRF), such as one that you
obtain as described in Obtaining Updated Siebel Repository Files on page 118. This database contains
schema changes, repository changes, and seed data for Siebel CRM functionality through the current
release.
NOTE: The following procedure is for installing a new instance of the Siebel Sample Database, for
the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4. For existing deployments for
which you have installed the current release as a patch installation for the Siebel Mobile Web Client,
use this installer to install a new instance of the Siebel Sample Database. The installer does not patch
an existing instance of the Siebel Sample Database.
This topic is part of Installing and Using the Siebel Sample Database on page 157.
To install the Siebel Sample Database

1
Uninstall your existing Siebel Sample Database from a previous version.

You might have installed the existing database using a Siebel CRM version 8.1.1 or version 8.2.2
installer, or you might have replaced that database with an updated one, such as for Siebel CRM
navigate to the directory where the installer is located. Navigate to
Siebel_Image\Windows\Client\Siebel_Sample_Database.
CAUTION: You must run this installation program from a network drive mapped to a drive letter.
If you attempt to install from an unmapped network drive, then the installer might be unable to
locate the files that it requires to proceed and might fail.
158
Database
Double-click install.exe to start the Siebel Sample Database installer for Siebel CRM version
8.1.1.11 or version 8.2.2.4.
The Siebel Sample Database installer displays a Welcome screen.
In the Choose Setup Language screen, choose the language in which to conduct the installation,
and click OK.
The default installation language is the one that corresponds to the current regional settings on
the installation computer.
If you have an existing Sample Database installation of the same version, then you can choose
to add Siebel language packs to this installation.
If you are installing a new instance of the Siebel Sample Database (into a Siebel Web Client
installation that does not already have the Sample Database), then click Next. Go to the next
step.
If you are adding languages to an existing Siebel Sample Database installation, then do the
following:
Select the check box next to the line identifying the existing Sample Database installation
to which you are adding languages, and click Next.
Select the check box next to each language that you are installing, and click Next. Go to
Step 9 on page 159.
In the Welcome screen that appears, click Next.
In the Setup Type screen, specify an installation directory for the Siebel Sample Database that
is the same as where you installed the Siebel Mobile Web Client. The default installation location
for the Siebel Mobile Web Client is C:\siebel\8.1\Client_1 or C:\siebel\8.2.2.0.0\Client_1
or a similar location.
CAUTION: You must install the Siebel Sample Database in the same location where you installed
the Siebel Mobile Web Client.
Click Browse to select the installation directory for Siebel Mobile Web Client.
While still in the Setup Type screen, select Typical. Click Next and go to the next step.
NOTE: The Setup Type options currently install the same components.
In the Choose Languages screen, select the languages (that is, Siebel language packs) that you
want to install.
If you are installing Siebel language packs for an existing installation, then go to Step 11 on
page 160.
Verify that your destination computer has sufficient disk space for the installation, and click Next.
10 In the Select Program Folder screen, enter the name of the program folder that will contain your
Siebel demo application shortcuts, and click Next.
Optionally, you can specify the same location in which shortcuts were created earlier for the
Siebel Mobile or Developer Web Client installation. By default, this folder location is similar to
Siebel8_home1\Siebel Web Client 8.1 or Siebel8_home1\Siebel Web Client 8.2.
15 9
Database
Siebel demo application shortcuts (for example, Siebel Call Center Demo - ENU) are created in
the program folder that you specify in this step.
Clicking Next in this step initiates file transfer. The setup program copies files to the local hard
disk. A status bar in the Setup Status dialog box indicates the progress of the installation.
The setup program copies files to the local hard disk for each specified language, in addition to
those that were installed for the base Sample Database installation.
If you have installed all of the specified Siebel language packs, then go to the next step.
Alternatively, if you have installed language packs for an existing Siebel Sample Database
installation, then the installer exits. Skip the rest of this procedure.
11 Review the information presented in the Event Log screen, and click Next.
This log file provides details of the steps the installer has performed during your Sample
Database installation.
12 Click Finish in the Setup Complete screen.

The Siebel Sample Database installation is now finished.
About the Siebel Sample Database ConnectString

Parameter
The value of the ConnectString parameter in the [Sample] section of the application configuration
files, such as uagent.cfg for Siebel Call Center (located in SIEBEL_CLIENT_ROOT\bin\enu for U.S.
English), resembles the following example (all on one line). This example, for Siebel CRM version
8.1.1, assumes that the Siebel Sample Database was installed in the Siebel Mobile Web Client
installation directory:
ConnectString = C:\siebel\8.1\Client_1\sample\UTF8\sse_samp.dbf -q -m -x NONE
-gp 4096 -c40m -ch60m
NOTE: You can use the same Siebel Sample Database with Siebel Tools if you edit the ConnectString
parameter in the tools.cfg file so it uses the same value. See also Using the Siebel Sample Database
with Siebel Tools on page 160.
Using the Siebel Sample Database with Siebel Tools

A Siebel Sample Database that is installed with the Siebel Mobile Web Client can also be used with
Siebel Tools. To configure this, copy the value of the ConnectString parameter from the [Sample]
section of the application configuration file, and paste this value for the equivalent parameter in the
tools.cfg file (located in SIEBEL_TOOLS_ROOT\bin\enu). For more information about the
ConnectString parameter for the Siebel Sample Database, see About the Siebel Sample Database
ConnectString Parameter on page 160.
160
Installing Siebel Web Clients and Siebel Tools Postinstallation Tasks for High
Interactivity Clients
Alternatively, you can install the Sample Database into the Siebel Tools directory instead of the Siebel
Mobile Web Client directory. For information about installing Siebel Tools, see Process of Installing
Siebel Tools on page 149.
Postinstallation Tasks for High

Interactivity Clients
Siebel Business Applications running in high interactivity use both ActiveX controls and Java controls,
which must be downloaded or predeployed to each client computer. This topic describes tasks that
you might have to perform after installing Siebel Business Applications so that users of these
applications can access the necessary controls.
After you install a new Siebel CRM release, including a Siebel Fix Pack or Siebel Innovation Pack
release, the applicable ActiveX controls for high interactivity applications are downloaded onto your
users client computers when they run the Siebel application in the Internet Explorer browser and
access the features that use these controls. Updated versions of the ActiveX controls are provided in
each Siebel Fix Pack or Siebel Innovation Pack release. This behavior applies to high interactivity
applications running in the Siebel Web Client, Mobile Web Client, and Developer Web Client.
As an alternative to allowing users of Siebel Mobile Web Clients and Developer Web Clients to
download the ActiveX controls when they run the Siebel applications, administrators can predeploy
the ActiveX controls to the client computers by loading the file predeploy.htm in the Internet Explorer
browser. This operation is called predeploying, because it is done before the user logs into the
application for the first time. For more information about downloading or predeploying ActiveX
controls for high interactivity, see the browser configuration chapter in Siebel System Administration
Guide. See also About ActiveX Controls for High Interactivity on page 143.
When you install the current Siebel CRM release (such as Siebel CRM version 8.1.1.11 or version
8.2.2.4) as a patch installation, an updated predeploy.htm file is placed in the directory
SIEBEL_CLIENT_ROOT\public\lang. In this path, SIEBEL_CLIENT_ROOT is the Siebel Mobile Web Client
installation directory and lang represents each installed Siebel language. In order to predeploy the
updated ActiveX controls, the administrator must load each language-specific version of this file in
the browser.
After a new Siebel software version is installed, Java controls for high interactivity are also
downloaded. If caching is enabled, then cached versions of these controls might have to be cleared
on the client computer. To clear this data, choose Start, then Settings, then Control Panel, and then
Java Plug-In. Click the Cache tab, and then click Reset.
After a new Siebel software version is installed, it is also recommended that users clear their browser
cache. To do this in Internet Explorer, choose Tools, then Internet Options, and then choose Delete
Files from the General tab.
For the minimum supported version of the Java Runtime Environment (JRE), see the Certifications
tab on My Oracle Support. The JRE can be downloaded automatically to client computers, as
described in Siebel System Administration Guide.
16 1
Installing Siebel Web Clients and Siebel Tools Logging in to Your Siebel Application
NOTE: You can deploy Siebel Business Applications using Siebel Open UI, which is an alternative to
the high interactivity client for employee applications, such as Siebel Call Center. For more
information, see Enabling Siebel Open UI on page 114.
Related Topics
About ActiveX Controls for High Interactivity on page 143
Related Books
Logging in to Your Siebel Application

This topic provides basic instructions for logging in to your Siebel application using one of the Siebel
Web Client types. It contains the following information:
Before Logging in to Your Siebel Application on page 162
Logging in Using the Siebel Developer Web Client on page 164
Logging in Using the Siebel Mobile Web Client on page 164
Logging in Using the Siebel Web Client on page 165
Before Logging in to Your Siebel Application

This topic contains information that you must know before you log in to your Siebel application.
This topic is part of Logging in to Your Siebel Application on page 162.
Review the following issues:
User rights to read and write in Siebel Web Client installation directories are required for running
the Siebel Mobile Web Client or Developer Web Client. For information about setting user rights,
consult the operating system manuals for the version of Microsoft Windows on which the
application is installed.
After the Siebel database has been installed, as described in Chapter 5, Installing the Siebel
Database on the RDBMS, users will be unable to use the Siebel application until the license key
for a Siebel CRM base application has been entered into the Siebel database.
162
You enter license keys initially by using the Siebel Developer Web Client or Siebel Tools.
Additional licenses, or licenses for optional modules, can be entered subsequently using the
Siebel Web Client, Siebel Developer Web Client, or Siebel Tools.
You can find license key information for Siebel Business Applications at Oracles license codes
site. For the Siebel license keys site, see
http://licensecodes.oracle.com/siebel.html
See also Siebel Applications Administration Guide.
The user name and password used to log in to Siebel Business Applications must be those of an
employee with a valid position and division defined in the Siebel database.
You must log in to Siebel Business Applications (using the Server database option in the login
screen) as the Siebel administrator before anyone else can log in. Log in using the SADMIN user
name or using other credentials as defined by your database administrator. Then you or other
administrators can set up more users as employees with defined positions and responsibilities
and other settings suitable for your access control policies. For more information about setting
up employees, see Siebel Security Guide.
To enable Siebel Open UI for the Siebel Mobile Web Client or Siebel Developer Web Client, you
set parameters in the application configuration file, such as uagent.cfg for Siebel Call Center, as
follows:
In the [Siebel] section of the file, add the parameter EnableOpenUI, and set it to True.
In the [Siebel] section of the file, the parameter HighInteractivity must also be set to True
(it is set to True by default).
For more information about enabling Siebel Open UI, see Enabling Siebel Open UI on page 114.
For the Siebel Developer Web Client, you must edit the application configuration file, such as
uagent.cfg for Siebel Call Center, as follows:
In the [Siebel] section of the file, add the parameter ServerDbODBCDataSource, and set it
to the ODBC data source that you are using for the server database.
In the [ServerDataSrc] section of the file, set the parameter ConnectString to the necessary
value. For an Oracle database, set it to the alias defined in the tnsnames.ora file.
For applications deployed using high interactivity, the Web browser must be correctly configured
to run the Siebel application. High-interactivity applications can use the client health check
feature to verify that requirements have been met. For more information about configuring the
browser for high interactivity, see Siebel System Administration Guide. See also the Certifications
tab on My Oracle Support. See also Postinstallation Tasks for High Interactivity Clients on
page 161.
Tabbed browsing is supported with Siebel applications for one active session. Multiple Web pages
can be opened using tabbed browsing, but only one tab can have a live connection to a Siebel
application at a given time.
16 3
Logging in Using the Siebel Developer Web Client

You can use the Siebel Developer Web Client to log in to the Siebel application.
To log in to your Siebel application using the Siebel Developer Web Client
1
Double-click one of the Siebel shortcuts in the program folder, such as Siebel Call Center.
Log in using a valid user ID and password.
Specify the Server database, and click OK.

The first time that you log in to the Server database, you are prompted to enter the license key
number for your site. You can find license key information for Siebel Business Applications at
Oracles license codes site. For the Siebel license keys site, see
Enter your license key number in the dialog box that appears, and click OK.
If you see a warning message dialog box, then click OK. Enter your license key number in the
dialog box that appears.
NOTE: If you have to access license keys at a later time, such as to enter additional license keys,
then you can do so from the License Keys view. To access this view, navigate to the
Administration - Application screen, and then the License Keys view.
Logging in Using the Siebel Mobile Web Client

You can use the Siebel Mobile Web Client to log in to the Siebel application.
To log in to your Siebel application using the Siebel Mobile Web Client
1
Double-click one of the Siebel shortcuts in the program folder, such as Siebel Call Center.
Specify the Local database, and click OK.

NOTE: When logging in to a local database for the first time, users are automatically prompted
to connect to the Siebel Server and download the local database. Users must attempt this only
after a local database has been extracted for them by the system administrator.
For more information about Siebel Remote and extracting local databases, see Siebel Remote
and Replication Manager Administration Guide.
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Installing Siebel Web Clients and Siebel Tools Siebel Web Client Shortcuts and Startup
Options
Logging in Using the Siebel Web Client

You can use the Siebel Web Client to log in to the Siebel application. (In this context, Siebel Web
Client refers to the client type that is not installed locally, except for the browser itself.)
To log in to your Siebel application using the Siebel Web Client

1
Open your Web browser.
Go to the URL for your Siebel application.

The Siebel application that you are connecting to is already configured to work with a specific
database. When using this client type, you do not specify a database to connect to.
Siebel Web Client Shortcuts and Startup

Options
This topic provides information about the shortcuts installed in the Siebel program folder when you
install the Siebel Web Client, and about command-line options used in these shortcuts.
Shortcuts are also created when you install the Siebel Sample Database. It also provides information
about creating custom shortcuts to access Siebel Business Applications using demo users other than
those specified in the predefined shortcuts installed with the Siebel Sample Database. For the demo
users provided with the Siebel Sample Database, by Siebel application, see Siebel Demo Users
Reference.
Siebel Web Client Shortcuts on page 165
Siebel Web Client Startup Options on page 167
Creating Custom Siebel Application Shortcuts on page 168
Siebel Web Client Shortcuts

The Siebel Web Client and Sample Database installers create shortcuts in the Siebel program folder
for the modules that you have installed. For Siebel Business Applications, separate shortcuts are
installed for each installed language. Which shortcuts are installed depends on your installation
choices and is also subject to the settings in the siebel.ini file at the time of installation. Most
shortcuts are installed in the program group; some are installed in the startup group.
For information about customizing the shortcuts or creating new ones, see Siebel Web Client Startup
Options on page 167 and Creating Custom Siebel Application Shortcuts on page 168.
16 5
Options
Siebel application shortcuts are created by the Siebel Web Client installer. When you run a shortcut
to start a Siebel application, you can connect to the Siebel database (for LAN-connected users of the
Siebel Developer Web Client) or to an initialized local database on the local computer (for Mobile Web
Client). Each application shortcut loads the Siebel configuration file for that application; for example,
Siebel Call Center uses the file uagent.cfg.
Where the Siebel Sample Database has been installed on the local computer, the demo application
shortcuts connect to the Sample Database, using predefined demonstration users.
This topic is part of Siebel Web Client Shortcuts and Startup Options on page 165.
Siebel Application Shortcuts

Several Siebel application shortcuts are created in the Siebel Web Client program group for Siebel
Business Applications. All demo applications use the Siebel Sample Database.
You can create shortcuts for any valid Siebel application for which no shortcut is created by the
installer.
Demo Application Shortcuts

The Siebel Sample Database, which is accessed by using one of the demo (demonstration)
application shortcuts described in Siebel Web Client Shortcuts on page 165, contains many
predefined demo users. For example, CCHENG is the demo user for the Siebel Call Center Demo
shortcut. Many other demo users are available in the Sample Database that are not represented in
the existing demo application shortcuts. Each demo user is intended to illustrate a particular Siebel
application as it would appear for a user with certain predefined responsibilities.
Related Books
Siebel Demo Users Reference
Utility and Synchronization Program Shortcuts

The following are some of the additional shortcuts created in the Siebel Web Client program group
for Siebel Business Applications. These shortcuts run utilities or synchronization programs.
Siebel Remote. Starts the Siebel Remote stand-alone synchronization program (siebsync.exe).
Siebel TrickleSync. Starts the Siebel TrickleSync program (autosync.exe). This shortcut is
created in both the program group and the startup group.
Additional shortcuts are created for the synchronization program for specific Siebel Handheld
applications.
Related Books
Siebel Remote and Replication Manager Administration Guide
166
Options
Siebel Web Client Startup Options

The application shortcuts described in Siebel Web Client Shortcuts on page 165 run an executable
program called siebel.exe, followed by various startup options. For example, the shortcut for Siebel
Call Center - ENU might be defined as shown in the following example (depending on your installation
location). For this example for Siebel CRM version 8.1.1, the only option used is /c, to specify the
configuration file.
"C:\siebel\8.1\Client_1\BIN\siebel.exe" /c CFG_FILE_PATH\uagent.cfg
The demo application shortcuts also specify the Siebel Sample Database and user and password
information. For this example for Siebel CRM version 8.1, the shortcut for Siebel Call Center Demo
- ENU might be defined as shown in the following:
"C:\siebel\8.1\Client_1\BIN\siebel.exe" /c CFG_FILE_PATH\uagent.cfg /d sample /u
CCHENG /p CCHENG
In the preceding examples, CFG_FILE_PATH represents the full path to the configuration file. This
file is located in BIN\LANGUAGE in the SIEBEL_CLIENT_ROOT directory. In this path, LANGUAGE is a
language code, such as ENU for U.S. English.
For example, the target definition for the Siebel Call Center - ENU shortcut might resemble the
following example for Siebel CRM version 8.2:
"C:\siebel\8.2.2.0.0\Client_1\BIN\siebel.exe" /c
"C:\siebel\8.2.2.0.0\Client_1\bin\ENU\uagent.cfg"
The siebel.exe program can also be run from an MS-DOS window. In this case, the startup options
would be entered directly on the command line. For information about creating custom shortcuts,
see Creating Custom Siebel Application Shortcuts on page 168.
The available startup options are described in Table 10 on page 167.
Table 10.
Startup Option
Description
/c config_file
Required. Specifies the path and file name for the configuration file to use,
such as siebel.cfg for Siebel Sales or uagent.cfg for Siebel Call Center.
/d data_source
Specifies the data source to connect to, as defined in the configuration file.
The demo application shortcuts specify /d sample to access the Siebel
Sample Database:
If you do not use /u and /p to specify a valid Siebel user and do not use
/d to specify a valid data source, then you can specify the data source
from the login screen.
If you use /u and /p but do not use /d, then the local database is
assumed.
16 7
Options
Table 10.
Startup Option
Description
/l language
Specifies the three-letter code for the language to use for this Siebel Web
Client session, such as ENU for U.S. English. The applicable Siebel language
pack must have been installed for the Siebel Web Client.
If you do not use /l to specify a valid language, then the language is
obtained from the configuration file.
/u username
Specifies the user name. The demo application shortcuts specify predefined
demo users using /u and /p options.
If you do not use /u and /p to specify a valid Siebel user, then you must log
in from a login screen.
For lists of demo users provided with the Siebel Sample Database, by Siebel
application, see Siebel Demo Users Reference.
CAUTION: Consider the security issues when using /u and /p options (in
particular /p) to access a live, production system. These values are not
encrypted.
/p password
Specifies the password for the user specified using /u.
/b browser_exe
Specifies the path and file name for the browser executable program to use
for the Siebel Web Client session.
The /b option is needed only if a browser that is not supported for the Siebel
application is currently the default browser. For example, to run Siebel Call
Center when it is deployed using high interactivity, then you must use a
supported version of Microsoft Internet Explorer. If this browser is not the
default browser, then use /b to specify the browser explicitly.
For more information about the supported browsers for Siebel Business
Applications using high interactivity, see the Certifications tab on My Oracle
Support.
/s spool_file
Specifies spooling SQL to a specified output file. This option can be useful
for troubleshooting purposes. For more information, see Siebel Performance
Tuning Guide.
Creating Custom Siebel Application Shortcuts

If you want to customize Siebel Business Applications shortcuts described in Siebel Web Client
Shortcuts on page 165, then you can do so by modifying shortcut properties and changing the value
for the Target field. Generally, rather than modifying existing shortcuts or creating them from
scratch, it is recommended that you copy existing ones and rename and modify the copies.
168
Installing Siebel Web Clients and Siebel Tools About Siebel QuickStart
Observe the following requirements for creating or modifying shortcuts:
Do not modify the location displayed in the shortcut property labeled Start in.
When defining the Target value for a shortcut, follow the guidelines for using the options
described in Siebel Web Client Startup Options on page 167.
To create custom Siebel application shortcuts

1
Copy existing Siebel application shortcuts.
Modify the copies, for example, by changing the value for the Target field.
About Siebel QuickStart

Siebel QuickStart is an application feature for the Siebel Mobile Web Client that, when enabled,
preloads the Siebel application on a mobile users computer at startup time, reducing the time
required to start the Siebel Web Client. Siebel QuickStart is enabled and loaded for the first time
from the Siebel application login screen. If it is enabled, then it affects subsequent sessions for the
same application. For information about enabling and disabling Siebel QuickStart, see Enabling and
Disabling Siebel QuickStart on page 171.
NOTE: Siebel QuickStart can be used with the Siebel Mobile Web Client when connecting to the local
database only. It does not apply to the Siebel Sample Database, and it does not apply to the Siebel
Web Client or Developer Web Client.
Siebel QuickStart Components

Siebel QuickStart has two main components:
Siebel QuickStart agent. The agent represents the Siebel application that is preloaded when
the user logs in to Windows, or that remains loaded after logging out of the application.
Siebel QuickStart Service. This Windows service starts the Siebel QuickStart agent when the
user logs in to Windows. This service runs automatically by default. If the user selected Enable
Siebel QuickStart in the login screen in a previous Siebel application session (in the same or in
a previous Windows session), then the service starts the Siebel QuickStart agent to preload the
Siebel application.
What Does Siebel QuickStart Do?

Siebel QuickStart applies to subsequent instances of the same type of Siebel application session:
running the same application as the same user and with the same startup options. Before enabling
Siebel QuickStart for a different type of Siebel application session, users must disable Siebel
QuickStart for an existing application session.
The speed increase provided by Siebel QuickStart does not take effect on the initial Siebel login.
Subsequent logins of the same type of Siebel application session benefit from Siebel QuickStart, until
the user disables Siebel QuickStart.
16 9
Installing Siebel Web Clients and Siebel Tools About Siebel QuickStart
The Windows service Siebel QuickStart Service shuts down during the application session, to
conserve resources. The service restarts the next time Windows is restarted. The Siebel QuickStart
agent remains running during the Windows session, unless the user has disabled Siebel QuickStart,
as described in this topic. The Siebel QuickStart agent runs under the Local System account and
stays running even if the user logs out of Windows and logs back in again, unless the user has logged
out of the Siebel application and disabled Siebel QuickStart from the Siebel icon in the system tray.
If the Siebel QuickStart agent is enabled but the Windows service Siebel QuickStart Service is
disabled, then the Siebel application remains loaded after the user exits the application, providing
quick access when the user restarts the application. However, if the user logs out of Windows, then
the Siebel application does not preload when the user logs back in to Windows.
Siebel QuickStart stores the encrypted Siebel user name and password in the file mwc_storage.cfg,
located in SIEBEL_CLIENT_ROOT\bin. Do not modify this file. For more information about the
encryption used in this file, see Siebel Remote and Replication Manager Administration Guide.
When Does Siebel QuickStart Remain Running?

The Siebel QuickStart agent runs and remains running at least for the rest of the users Windows
session, in the following Siebel Mobile Web Client usage cases:
After the user has started the Siebel application for the first time and initialized the local
database.
After the user has started the Siebel application by supplying login credentials from the command
line.
After the user has started the Siebel application and checked Enable QuickStart in the login
screen.
After the user has logged in to Windows when Enable QuickStart was specified in a previous
Siebel application session (and in a previous Windows session).
NOTE: The listed cases apply only when Siebel QuickStart Service is set to either Automatic or
Manual, unless the user has disabled Siebel QuickStart or logged out of the Siebel application.
Options for the Siebel Icon in the System Tray

When the Siebel application is running or the Siebel QuickStart agent is loaded, an icon appears in
the system tray. Right-clicking this icon displays several choices:
Exit. Exits the Siebel QuickStart agent for the current Windows session. This option is available
only when the Siebel QuickStart agent is loaded and the Siebel application is not running. If
Siebel QuickStart is enabled, then the agent loads again the next time the user starts the Siebel
application the same way or starts Windows.
Disable On Startup. Disables Siebel QuickStart the next time the user starts the Siebel
application or starts Windows. Also exits the Siebel QuickStart agent, in the manner described
in the previous topic. This option is available only when the Siebel QuickStart agent is loaded and
the Siebel application is not running or was not started using Siebel QuickStart Service. This
option also disables Siebel QuickStart Service.
170
Installing Siebel Web Clients and Siebel Tools Enabling and Disabling Siebel
QuickStart
About. Displays information about Siebel Business Applications. This option is available when
the Siebel application or the Siebel QuickStart agent are running, or both.
Help. Displays Siebel Online Help. This option is available when the Siebel application or the
Siebel QuickStart agent are running, or both.
Using View Precaching with Siebel QuickStart

When the Siebel QuickStart agent is loaded, views specified using the parameters in the [Preload]
section of the configuration file, such as siebel.cfg, are preloaded (precached) during startup of the
Siebel application. In subsequent application sessions, navigating to a precached view is faster.
In the [Preload] section, specify the names of the views to be precached as the values for
configuration parameters named View1, View2, and so on.
For more information about specifying configuration file parameters, see Siebel System
Siebel QuickStart and AutoStopDB Configuration Parameter

When you are using Siebel QuickStart, you can also decide to set the configuration parameter
AutoStopDB to FALSE for the local database.
If the parameter is True, then the SQL Anywhere database engine exits when the user logs out. If it
is FALSE (the default), then the database engine continues to run after the user logs out of Siebel
The AutoStopDB parameter is specified in the [Local] section of the application configuration file,
such as uagent.cfg for Siebel Call Center.
Both the Siebel QuickStart feature and the ability to keep the SQL Anywhere database engine running
have a similar performance benefit when the Siebel application is started and exited multiple times
within the same Windows session.
Related Books
Enabling and Disabling Siebel QuickStart

Instructions are provided in the following procedures for enabling and disabling Siebel QuickStart
agent and the Windows service Siebel QuickStart Service. For more information about Siebel
QuickStart, see About Siebel QuickStart on page 169.
17 1
QuickStart
Enabling Siebel QuickStart

You enable Siebel QuickStart in the Siebel Mobile Web Client.
To enable Siebel QuickStart

1
Start a Siebel application with the Siebel Mobile Web Client and the local database. For example,
double-click the shortcut for Siebel Call Center for your applicable language.
In the Siebel login screen, check the Enable Siebel QuickStart check box, and log in.
The Siebel QuickStart agent is loaded into memory for the rest of the Windows session, and it is
loaded again when the user logs in to Windows subsequently, unless the user disables it. If you
disable the service named Siebel QuickStart Service, then the agent stays loaded in memory for
the rest of the Windows session only.
Disabling Siebel QuickStart from the Login Screen

You can disable Siebel QuickStart from the login screen.
To disable Siebel QuickStart from the login screen

1
Start a Siebel application with the Siebel Mobile Web Client. For example, double-click the
shortcut for Siebel Call Center for your applicable language.
In the Siebel login screen, clear the Enable Siebel QuickStart check box (if it is checked), and log
in.
The Siebel QuickStart agent is not loaded for this Siebel application session, and does not load
subsequently, unless it is explicitly specified. You might also choose to disable the service Siebel
QuickStart Service.
Disabling Siebel QuickStart from the System Tray

You can disable Siebel QuickStart from the system tray.
To disable Siebel QuickStart from the system tray
Right-click the Siebel icon in the system tray, and select Disable On Startup.
This option is available only if the Siebel application is not running, or was not started using
Siebel QuickStart.
The Siebel QuickStart agent exits. The agent does not load subsequently, unless it is explicitly
specified. You might also choose to disable the service Siebel QuickStart Service.
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QuickStart
Disabling Siebel QuickStart from the Siebel QuickStart Service

You can disable Siebel QuickStart from the Siebel QuickStart Service.
To disable Siebel QuickStart from the Siebel QuickStart Service

1
Select Siebel QuickStart Service, click Action, and then Properties.
Change the startup type for this service from Automatic to Disabled.
The service Siebel QuickStart Service will no longer run automatically when you log in. If you
want to reenable it, then change the startup type back to Automatic.
17 3
QuickStart
174
Verifying and Troubleshooting

Your Installation
This chapter provides information about verifying and troubleshooting your installation of Siebel
Business Applications. It includes the following topics:
Verifying the ODBC Data Source on page 191
Verifying Network Connectivity for the Siebel Server Computer on page 195
Verifying Network Connectivity for Mobile Users on page 197
Troubleshooting Installation and Configuration for Siebel Enterprise Server on page 198
Troubleshooting Installation for the Siebel Web Server Extension on page 203
Configuring the Siebel Mobile Web Client When Neither Siebel VB nor Siebel eScript Is Licensed on
page 206
About the Environment Verification Tool on page 206
Using the Environment Verification Tool on page 209

Enterprise Server
After installing the Siebel Enterprise Server software as a new installation or as a patch installation
(migration installation), review the installation log files, verify the version number of your installed
software, and review the Siebel Enterprise Server directories and files that now exist under the
SIEBEL_ROOT directory that you specified during the installation.
NOTE: Additional top-level directories are created, which are parallel to the directories for the Siebel
Gateway Name Server, Siebel Server, and so on. These directories include ccr for Oracle
Configuration Manager files, config for Siebel Configuration Wizard files, cfgtoollogs for
installation log files, opatch for files related to the opatch utility, oui for files related to Oracle
Universal Installer, and so on.
17 5
Verifying and Troubleshooting Your Installation Verifying Installation for the Siebel
Enterprise Server
Reviewing the Installation Log Files for Siebel Enterprise Server on page 176
Verifying the Installation Version Number for Siebel Enterprise Server on page 176
Reviewing the Installation Directories for Siebel Gateway Name Server on page 177
Reviewing the Installation Directories for Siebel Server on page 177
Reviewing the Installation Directories for Siebel Database Configuration Utilities on page 179
Reviewing the Installation Log Files for Siebel Enterprise Server

After installing the Siebel Enterprise Server components, review the installation log files to verify
that all of the components installed successfully, particularly if you experienced any difficulties with
the installation. The log files are created in the following directory:
SIEBEL_ROOT\cfgtoollogs\oui
The relevant log files for an installation session are named installActionsdate_time.log file. In the file
name, date_time represents the date and time when the file was created; for example,
installActions2013-07-02_10-28-04PM.log. For each set of files created, the oldest and largest log
file generally represents the Siebel module being installed.
Verifying the Installation Version Number for Siebel Enterprise Server

After installing the Siebel Enterprise Server components, verify the version number of installed
software.
To verify the installation version number for Siebel Enterprise Server

1
Open a DOS window.
Set the value of the ORACLE_HOME environment variable to correspond to your top-level
installation location, such as C:\siebel\8.1.1.11.0\ses or C:\siebel\8.2.2.4.0\ses for an
installation of Siebel Enterprise Server software. For example, enter a command like this for
Siebel CRM version 8.1.1.11:
set ORACLE_HOME=C:\siebel\8.1.1.11.0\ses
Navigate to the opatch directory within your installation. For example, enter a command like this
for Siebel CRM version 8.1.1.11:
cd C:\siebel\8.1.1.11.0\ses\opatch
Enter the following command:

opatch lsinventory
The installed components within the specified Oracle home are displayed, with the version
number as managed by Oracle Universal Installer. For example, the version number shown for
your installed software might be 8.1.1.11.0 or 8.2.2.4.0.
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Enterprise Server
Reviewing the Installation Directories for Siebel Gateway Name

Server
After installing the Siebel Gateway Name Server, review the directory structure created by the
installer.
The Siebel Gateway Name Server is installed in the SIEBEL_GATEWAY_ROOT directory within the
Siebel root directory that you specified during the installation. The default installation location is
C:\siebel\8.1.1.11.0\ses\gtwysrvr or C:\siebel\8.2.2.4.0\ses\gtwysrvr. Verify that the
following Siebel Gateway Name Server directories and files now exist in the installation directory. In
the list, lang represents each language that you have installed, such as ENU for U.S. English.
gtwysrvr. Top-level directory for Siebel Gateway Name Server.
ADMIN. The template files used for scripts that control the running and configuration of the
Siebel Gateway Name Server.
BIN. Siebel Gateway Name Server start script, stop script, and executable programs.
LOCALE. Language-specific files and scripts. These are not configurable.
lang. Language-specific files and scripts. These are not configurable.
LOG. Siebel Gateway Name Server log files.
Reviewing the Installation Directories for Siebel Server

After installing the Siebel Server, review the directory structure created by the installer.
The Siebel Server is installed in the SIEBSRVR_ROOT directory within the Siebel root directory that
you specified during the installation. The default installation location is
C:\siebel\8.1.1.11.0\ses\siebsrvr or C:\siebel\8.2.2.4.0\ses\siebsrvr. Verify that the
following Siebel Server directories and files now exist in the installation directory. In the list, lang
represents each language that you have installed, such as ENU for U.S. English.
NOTE: The OBJECTS directory contains the SRF file. Monitoring of any SRF files by virus scanning
software might significantly degrade Siebel Server performance. If you have virus scanning software
installed on your computers, then configure it to skip SRF files. Because these files are binary data
files, the risk of virus infection is low, and so excluding these files from scanning is usually
acceptable. Alternatively, you can scan SRF files less frequently than other files.
siebsrvr. Top-level directory for Siebel Server.
ADMIN. The template files used for scripts that control the running and configuration of
Siebel Server.
BIN. Binary file directory, containing executable programs, scripts, and language
subdirectories related to language-specific server components. Also contains files used by
Oracle Global Customer Support for installation workarounds.
BSCRIPTS. Web server-related files.
CLASSES.
DBTEMPL. Contains dictionary and local database files required by Siebel Remote for
regional users and Mobile Web Client users.
DOCKING. Contains transaction files, visibility, and other databases required by Siebel
Remote.
17 7
Enterprise Server
HELP. Contains help files.

INPUT. Contains files related to Siebel Remote.
ISSTEMPL. Contains templates for Customer Order Management CDA application and
engine files for newly created projects. Do not modify any files in the directories
ISSTEMPL\lang\EngineSourceFiles or ISSTEMPL\lang\NewProjectDefault, unless you are
directed to do so by Oracle Global Customer Support.
LEX. Language-related files.
LOCALE. Contains language-specific files. These files are not configurable.
LOG. Contains client and utility log files.
LOGARCHIVE. Archive of client and utility log files.
MGMTAGENT. Stores files related to Siebel Management Agent.
MSGTEMPL. Stores language-specific files for mail merge.
NLP. Contains natural-language processing files.
OBJECTS. Contains language-specific Siebel Repository files.
OUTPUT. Contains files related to Siebel Remote.
REPORTS. Contains the report executable programs used by Siebel Proposals to include
reports in proposals.
SDQConnector. Contains the DLLs, configuration files, and other files necessary to connect
the Siebel Data Quality Universal Connector to one or more external data quality products.
An external data quality product is validated though Oracles partner initiative.
SEARCH. Contains the indexes and scripts used to administer and execute searches.
SQLTEMPL. Contains SQL statements used by Siebel Server components. Do not modify
these files.
TEMP. Stores temporary files for use by the Siebel Server.
UPGRADE. Contains files and scripts related to version upgrades of Siebel Business
Applications. Also holds temporary, backup, and state log files used during an upgrade.
upgrade.log. File that contains information logged during an upgrade.
WEBMASTER. Contains files (including CSS files, IMG files, JS files, and others) that are
updated to the Web server when the Web server is restarted, or when an administrator uses
the SWE command UpdateWebImages to manually update the files on the Web server.
For more information, see About the Siebel Enterprise Security Token on page 138 and
Updating Web Server Static Files Using the Siebel Enterprise Security Token on page 139. See
also the topic about adding a password for updating Web server static files in Siebel Security
Guide.
WEBTEMPL. Contains Siebel Web templates and HTML files that support the applets and
views required for any type of Siebel Web Client for Siebel Business Applications. If you are
using Siebel Open UI (in native mode), then do not store your own custom Web template
files or HTML files in this directory. For more information, see Configuring Siebel Open UI.
XML. Web server-related files.
178
Enterprise Server
Reviewing the Installation Directories for Siebel Database

Configuration Utilities
After installing the Siebel Database Configuration Utilities, review the directory structure created by
the installer.
The Siebel Database Configuration Utilities software is installed in the DBSRVR_ROOT directory
within the Siebel root directory that you specified during the installation. The default installation
location is C:\siebel\8.1.1.11.0\ses\dbsrvr or C:\siebel\8.2.2.4.0\ses\dbsrvr. Verify that the
following Siebel Database Configuration Utilities directories and files now exist in the installation
directory. In the list, lang represents each language that you have installed, such as ENU for U.S.
English.
dbsrvr. Top-level directory for Siebel Database Configuration Utilities.
BIN. Contains files for internal use.
COMMON. Contains database platform-independent files.
DB_SERVER (ORACLE, DB2UDB, DB2390, or MSSQL). Contains scripts specific to your
database, including upgrade scripts for previous versions of Siebel Business Applications.
DBOUTPUT (IBM DB2 for z/OS only). Contains subdirectories in which DDL is
deposited by the installer for later transfer to the DB2 host when the Siebel Schema
installation option Generate DDL Into Files is chosen.
SIEBPROC (IBM DB2 only). Contains User Defined Functions (UDFs) and stored
procedures for IBM DB2, by operating system. See also Installing the Stored
Procedures and User-Defined Functions on IBM DB2 on page 93.
AIX. UDFs and stored procedures for IBM DB2 on AIX.
HPUX. UDFs and stored procedures for IBM DB2 on HP-UX.
LINUX. UDFs and stored procedures for IBM DB2 on Linux.
SOLARIS. UDFs and stored procedures for IBM DB2 on Oracle Solaris.
WIN32. UDFs and stored procedures for IBM DB2 on Windows.
SQLPROC (IBM DB2 only). Contains subdirectories that contain the binary files
that are required to install stored procedures. These stored procedures perform data
migration as part of an upgrade.
AIX. Stored procedures for IBM DB2 on AIX.
HPUX. Stored procedures for IBM DB2 on HP-UX.
LINUX. Stored procedures for IBM DB2 on Linux.
SOLARIS. Stored procedures for IBM DB2 on Oracle Solaris.
WIN32. Stored procedures for IBM DB2 on Windows.
STORPROC (IBM DB2 for z/OS only). Contains stored procedures for DB2 for z/
OS.
UPGRADE. Directories containing files to enable upgrading from specific versions of
Siebel Business Applications that are supported for upgrade to the current release.
LANG. Contains language-specific and database-specific files for the ancestor Siebel
Repository and supporting files. For example, ENU contains language-specific files for U.S.
English, and DEU contains language-specific files for German.
17 9
Database
FILES. This directory contains sample file attachments. You must copy these files to the
appropriate subdirectory of the Siebel File System. See Populating the Siebel File System on
page 100.
LOCALE. Contains translation files (for Oracle use only).

Database
After installing the Siebel database on the RDBMS using the Siebel Database Configuration Wizard,
review the installation log files and the system preferences for the database code page. This topic
has the following information:
Reviewing the Installation Log Files for the Siebel Database on page 180
Verifying System Preferences and Settings for the Database Code Page on page 181
Reviewing the Installation Log Files for the Siebel Database

Installing Siebel database components on the RDBMS creates several log files within the
SIEBEL_ROOT\log subdirectory. You must review the files in this subdirectory for any errors.
For example, log files created might be named upgwiz.log (the most recently created),
upgwiz_01.log, upgwiz_02.log, and so.
NOTE: For information about reviewing log files using the logparse utility, see Siebel Database
Upgrade Guide. This utility is located in SIEBSRVR_ROOT\bin.
Some other files generated, by supported RDBMS, are listed as follows.
Oracle Database. For Oracle Database, the following log files are also generated when you create
tables, indexes, and seed data:
ddl_ctl.log
dataimp_prim.log
dataimp_prim_lang.log
ddlseq.log
ddlora.log
ddlview.log
ddlview_sia.log
seedssa.log
seedver.log
pkgseq.log
pkgldel.log
seedora.log
pkgvis.log
trgreset.log
ifstrg.log
ifindxstrg.log
set_utc_on.log
month_fn.log
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Database
IBM DB2. For IBM DB2, the following log files are also generated when you create tables, indexes,
and seed data:
ddl_ctl.log
dataimp_prim.log
db2ddl.log
siebproc.log
seeddb2.log
seedver.log
seedssa.log
ddlview.log
ddlview_sia.log
grantstat.log
updatestats.log
loadstats.log
set_utc_on.log
Microsoft SQL Server. For Microsoft SQL Server, the following log files are also generated when
you create tables, indexes, and seed data:
helpsort.log
ddl_ctl.log
dataimp_prim.log
pkgseq.log
seedmss.log
ddlms.log
trgreset.log
seedver.log
seedssa.log
ddlview.log
ddlview_sia.log
set_utc_on.log
Verifying System Preferences and Settings for the Database Code

Page
After you complete installing Database Configuration Utilities and installing the Siebel database, you
must verify system preferences and other settings for the Siebel application that indicate whether
you are using Unicode, and indicate the code page that you are using.
For more information about code pages, see Planning RDBMS Installation and Configuration on
page 287. For Siebel language support, Unicode support, and legacy code page support, see
article ID 1513102.1 (for Siebel CRM version 8.1.1.x) or article ID 1524342.1 (for Siebel CRM version
8.2.2.x) on My Oracle Support.
The following procedure assumes that you have already installed Siebel Tools and entered license
key information.
For information about installing Siebel Tools, see Process of Installing Siebel Tools on page 149.
For information about starting Siebel Tools and entering license key information, see Verifying
Successful Installation of Siebel Tools on page 190.
18 1
Web Server Extension
To verify system preferences and settings for the database code page
1
Start Siebel Tools and connect to the Siebel database.
Navigate to Screens, System Administration, and then System Preferences.
Look for System Preference Name = Enterprise DB Server Code Page. Verify that the value
has been set correctly, based on the value that you selected during the installation of the Siebel
database components (see Installing the Siebel Database on page 94).
NOTE: The value of Enterprise DB Server Code Page must be in lowercase, for example, utf-8 or
utf-16. An Oracle Database character set might have a different value, although the system
preference value must be utf-8. The utf-16 code page is also known as UCS-2, although the
system preference value must be utf-16.
Possible values for the system preference are listed in the following table:
Language
Database
Value
All
Oracle
utf-8 (for Unicode)
All
IBM DB2, Microsoft

SQL Server
utf-16 (for Unicode)
Japanese
Oracle, IBM DB2
cp932 (or equivalent)
Western European
All
cp1252 (or equivalent)
Verify that the column UNICD_DATATYPS_FLG in the table S_APP_VER is set correctly. The flag
value must be in uppercase.
Possible values for UNICD_DATATYPS_FLG are listed in the following table:
Code Page
Database
Value
Non-Unicode code page
All
Unicode
Oracle
Unicode
IBM DB2
Unicode
Verifying Installation for the Siebel Web

Server Extension
After installing the Siebel Web Server Extension (SWSE) software as a new installation or as a patch
installation (migration installation), review the installation log files, verify the version number of your
installed software, and review the Siebel Web Server Extension (SWSE) directories and files that now
exist under the SWSE_ROOT directory that you specified during the installation.
182
Reviewing the Installation Log Files for the SWSE on page 183
Verifying the Installation Version Number for the SWSE on page 183
Reviewing the Installation Directories for the SWSE on page 184
Reviewing the Log Files for the SWSE on page 184
Reviewing the Installation Log Files for the SWSE

After installing the SWSE, review the installation log files to verify that all of the components installed
successfully, particularly if you experienced any difficulties with the installation. The log files are
created in the following directory:
SIEBEL_ROOT\cfgtoollogs\oui
Verifying the Installation Version Number for the SWSE

After installing the SWSE, verify the version number of the installed Siebel software.
To verify the installation version number for the SWSE

1
Open a DOS window.
Set the value of the ORACLE_HOME environment variable to correspond to your top-level
installation location, such as C:\siebel\8.1.1.11.0\sweapp or C:\siebel\8.2.2.4.0\sweapp
for an installation of Siebel Web Server Extension software. For example, enter a command like
this for Siebel CRM version 8.1.1.11:
set ORACLE_HOME=C:\siebel\8.1.1.11.0\sweapp
for Siebel CRM version 8.1.1.11:
cd C:\siebel\8.1.1.11.0\sweapp\opatch

opatch lsinventory
The installed components within the specified Oracle home are displayed, with the version
number as managed by Oracle Universal Installer. For example, the version number shown for
your installed software might be 8.1.1.11.0 or 8.2.2.4.0.
18 3
Reviewing the Installation Directories for the SWSE

Review the physical directories created during the installation of the Siebel Web Server Extension
(SWSE) on the Web server host to familiarize yourself with the locations of files such as the eapps.cfg
and eapps_sia.cfg configuration files.
NOTE: Additional top-level directories are created, which are parallel to the sweapp directory for the
Siebel Web Server Extension. These directories include ccr for Oracle Configuration Manager files,
config for SWSE Configuration Wizard files, cfgtoollogs for installation log files, opatch for files
related to the opatch utility, oui for files related to Oracle Universal Installer, and others.
The following list shows some of the physical directories and files created after you install the SWSE
on the Web server. Some of these directories are not created until the first login. In the list, lang
represents each language that you have installed, such as ENU for U.S. English.
sweapp. Top-level directory for SWSE.
ADMIN. Contains model files used during configuration of the SWSE.
BIN. Contains the SWSE configuration files (eapps.cfg and eapps_sia.cfg) and the library
files needed for the SWSE functionality, such as sweiis.dll.
ISSRUN. Contains the files for Customer Order Management CDA run time. CDA run time is
used most commonly for Siebel Advisor and sometimes for catalogs or product configuration.
LOCALE. Contains resource files with information about any run-time errors. These
language-specific files and scripts are not configurable.
LOG. Reports communication errors between the SWSE and the Application Object Managers
in the Siebel Servers.
PUBLIC. Each language-specific subdirectory contains the default HTML file (default.htm)
used to redirect the browser to the SWSE and subdirectories of the Siebel Server. The files
are updated from the WEBMASTER directory on the Siebel Server when the Web server is
restarted, or when an administrator uses the SWE command UpdateWebImages to manually
update the files on the Web server.
For more information, see About the Siebel Enterprise Security Token on page 138 and
Updating Web Server Static Files Using the Siebel Enterprise Security Token on page 139. See
also the topic about adding a password for updating Web server static files in Siebel Security
Guide.
lang. Language-specific files. If you are using Siebel Open UI (in native mode), then
do not store your own custom files in subdirectories such as CSS, files, images, or
scripts. For more information, see Configuring Siebel Open UI.
Reviewing the Log Files for the SWSE

SWSE generates one or more log files as a result of connection attempts with the Siebel Server.
These log files reside in SWSE_ROOT\log.
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Web Client
Depending on the logging level that you choose, these files record errors, warnings, and general
information. Events such as Web server failures or invalid configuration of the SWSE are captured in
these log files. Analyzing the log files can provide clues for troubleshooting SWSE problems. For more
information about reviewing log files and monitoring Web servers and SWSE, see Siebel System
Monitoring and Diagnostics Guide.
Verifying Installation for the Siebel Web

Client
After installing the Siebel Web Client software, review the installation log files, verify the version
number of your installed software, and review the Siebel Web Client directories and files that now
exist under the SIEBEL_CLIENT_ROOT directory that you specified during the installation.
Reviewing the Installation Log Files for the Siebel Web Client on page 185
Verifying the Installation Version Number for the Siebel Web Client on page 185
Reviewing the Installation Directories for the Siebel Web Client on page 186
Verifying ODBC Data Sources for the Siebel Developer Web Client on page 187
Reviewing the Installation Log Files for the Siebel Web Client
After installing the Siebel Web Client software, review installation log files to verify that all of the
components installed successfully, particularly if you experienced any difficulties with the
installation. The log files are created in the following directory:
SIEBEL_CLIENT_ROOT\cfgtoollogs\oui
NOTE: This topic applies to the Siebel Web Client installation, but not to the Siebel Sample Database
installation.
Verifying the Installation Version Number for the Siebel Web Client
After installing the Siebel Web Client software, verify the version number of the installed Siebel
software.
NOTE: This topic applies to the Siebel Web Client installation, but not to the Siebel Sample Database
installation.
18 5
Web Client
To verify the installation version number for the Siebel Web Client
1
Open a DOS window.
Set the value of the ORACLE_HOME environment variable to correspond to your installation
location, such as C:\siebel\8.1\Client_1 or C:\siebel\8.2.2.0.0\Client_1. For example,
enter a command like this for Siebel CRM version 8.1.1:
set ORACLE_HOME=C:\siebel\8.1\Client_1
for Siebel CRM version 8.1.1:
cd C:\siebel\8.1\Client_1\opatch

opatch lsinventory
Installed components within the specified Oracle home are displayed, with the version number
as managed by the Oracle Universal Installer software. For example, the version number of an
installation of the Siebel CRM version 8.1.1 or version 8.2.2 base release, with no Siebel Fix Pack
or Siebel Innovation Pack release installed, is shown as 8.1.1.0.0 or 8.2.2.0.0.
Reviewing the Installation Directories for the Siebel Web Client

The following minimum directories are created for a Siebel Web Client installation. These directories,
the files and subdirectories they contain, and various other files are created in the directory that you
specified during the installation, such as C:\siebel\8.1\Client_1 or
C:\siebel\8.2.2.0.0\Client_1. Use Windows Explorer to verify the directory structure on your
computer.
NOTE: The objects directory contains the SRF file. The monitoring of any SRF file by virus scanning
software might significantly degrade Siebel Web Client performance. If you have virus scanning
software installed on your computers, then configure it to skip SRF files. Because these files are
binary data files, the risk of virus infection is low, and so excluding these files from scanning is
usually acceptable. Alternatively, you can scan SRF files less frequently than other files.
SIEBEL_CLIENT_ROOT. The directory for the Siebel Web Client installation, such as
C:\siebel\8.1\Client_1 or C:\siebel\8.2.2.0.0\Client_1 (or similar locations). This installation
directory contains the subdirectories identified here. You can change the name during the installation
process. For more information, see Requirements for Installing Siebel Web Clients on page 322.
bin. Contains all of the binary files (*.exe, *.dll, and so on), configuration files (*.cfg), user
preference files, and language-specific files.
cfgtoollogs. Contains installation log files.
charts. Contains files for generating charts.
fonts. Contains font files.
isstempl. Contains templates for the Customer Order Management CDA application and engine files
for newly created projects.
lex. Contains dictionary files used by the spelling checker.
186
Verifying and Troubleshooting Your Installation Verifying Installation for Siebel Tools
local. Where the local database is stored.

locale. Stores language-specific files.
log. Stores the log files from Siebel Web Client operations, such as synchronization.
msgtempl. Stores message files used by the Siebel Web Client.
objects. Contains compiled Siebel Repository (SRF) files and language-specific files.
opatch. Files used by the opatch utility for installing Siebel Patchset releases.
public. Contains HTML, ActiveX, Java, and JavaScript files, and image files used by the Siebel Web
Client.
sample. Contains the Siebel Sample Database.
sqltempl. Contains SQL scripts. Do not modify these files.
temp. Contains working report files.
upgrade. Contains Siebel Anywhere upgrade files that have been retrieved by the user.
webtempl. Contains Siebel application Web templates.
Verifying ODBC Data Sources for the Siebel Developer Web Client
Verification of ODBC data sources for the Siebel Developer Web Client is similar to that for Siebel
Tools. For information, see Verifying the ODBC Data Sources for Siebel Tools on page 191.
Verifying Installation for Siebel Tools

After installing Siebel Tools, review the installation log files, verify the version number of your
installed software, and review the Siebel Tools directories and files that now exist under the
SIEBEL_TOOLS_ROOT directory that you specified during the installation.
Reviewing the Installation Log Files for Siebel Tools on page 188
Verifying the Installation Version Number for Siebel Tools on page 188
Reviewing the Installation Directories for Siebel Tools on page 189
Verifying Successful Installation of Siebel Tools on page 190
Verifying Directory Permissions for Siebel Tools on page 190
Verifying the ODBC Data Sources for Siebel Tools on page 191
This topic is part of Process of Installing Siebel Tools on page 149.
18 7
Reviewing the Installation Log Files for Siebel Tools

After installing Siebel Tools, review the installation log files to verify that all of the components
installed successfully, particularly if you experienced any difficulties with the installation. The log files
are created in the following directory:
SIEBEL_TOOLS_ROOT\cfgtoollogs\oui
Verifying the Installation Version Number for Siebel Tools

After installing Siebel Tools, verify the version number of the installed software.
To verify the installation version number for Siebel Tools

1
Open a DOS window.
Set the value of the ORACLE_HOME environment variable to correspond to your installation
location, such as C:\siebel\8.1\Tools_1 or C:\siebel\8.2.2.0.0\Tools_1. For example, enter
a command like this for Siebel CRM version 8.1.1:
set ORACLE_HOME=C:\siebel\8.1\Tools_1
for Siebel CRM version 8.1.1:
cd C:\siebel\8.1\Tools_1\opatch

opatch lsinventory
Installed components within the specified Oracle home are displayed, with the version number
as managed by the Oracle Universal Installer software. For example, the version number of an
installation of the Siebel CRM version 8.1.1 or version 8.2.2 base release, with no Siebel Fix Pack
or Siebel Innovation Pack release installed, is shown as 8.1.1.0.0 or 8.2.2.0.0.
188
Reviewing the Installation Directories for Siebel Tools

The following minimum directories are created for a Siebel Tools installation. These directories, the
files and subdirectories they contain, and various other files are created in the directory that you
specified during the installation, such as C:\Siebel\8.1\Tools_1 or C:\siebel\8.2.2.0.0\Tools_1.
Use Windows Explorer to verify the directory structure on your computer. In the list, lang represents
each language that you have installed, such as ENU for U.S. English.
NOTE: The objects directory contains the SRF file. Monitoring of any SRF file by virus scanning
software might significantly degrade Siebel Tools performance. If you have virus scanning software
installed on your computers, then configure it to skip SRF files. Because these files are binary data
files, the risk of virus infection is low, and so excluding these files from scanning is usually
acceptable. Alternatively, you can scan SRF files less frequently than other files.
adm
Stores SIF files created in Siebel Tools that are used by Siebel ADM.
admpkgr
The ADM packager utility.
bin
All binary files (.exe, .dll, .cfg, .dsn, .enu, .bat), configuration files, and user
preference files.
lang
Language-specific DLL files.
dll
Siebel Tools program library files.
bin
Siebel Tools binary files.
exe
Siebel Tools executable files.
cfgtoollogs
Contains installation log files.
classes
Java code files.

examples
examples\src
examples\src\com
examples\src\com\siebel
examples\src\com\extra
examples\src\com\integration
examples\src\com\integration\mq
Examples of Java code files.
examples\src\com\integration\servlet
Examples of Java code files.
ddktempl
Dynamic Developer Kit (DDK) files. For more information, see Siebel Web UI
Dynamic Developer Kit Guide.
help
Siebel Tools help files.

lang
local
Help files for the language that you

installed.
The local, extracted database.

files
Local file attachments.
inbox
Not used for Siebel Tools.
outbox
locale
Text files for installed languages containing version information.
log
Log files from Siebel Tools operations.
msgtempl
Message files.
18 9
objects
Location of the compiled Siebel Repository file used by Siebel Tools (siebel_sia.srf).
Also the default location for SRF files created using the Siebel Tools object compiler.
opatch
Files used by the opatch utility for installing Siebel Patchset releases.
public
HTML files, graphics files, and cascading style sheet files.
reppatch
Location of the XML files used by the maintenance update wizard. All log files
generated by this wizard are also created under reppatch\log.
sample
Location where the Sample Database (sse_samp.dbf) is installed, if you installed it

with Siebel Tools.
files
Where the sample file attachments are

installed.
inbox
outbox
scripts
Location of Java scripts.
sqltempl
SQL statement fragments used by certain Siebel Tools operations.
temp
Temporary working area.
upgrade
webtempl
Location of Siebel Web Template (.swt) files.
Verifying Successful Installation of Siebel Tools

After installing Siebel Tools, verify that installation was successful by connecting to the Siebel
database and entering your license key for Siebel Tools.
To verify that the Siebel Tools installation completed successfully

1
Start Siebel Tools and log in to the Siebel database.

The first time that you log in, the system prompts you to enter a license key number, if you have
not done so already. You can find license key information for Siebel Business Applications at
Oracles license codes site. For the Siebel license keys site, see
If you have not yet done so, then type your license key number in the dialog box that appears,
and click OK.
Verifying Directory Permissions for Siebel Tools

After installing Siebel Tools, verify that the Siebel Tools user has sufficient permissions to read and
write data to the Siebel Tools installation directory.
190
Verifying and Troubleshooting Your Installation Verifying the ODBC Data Source
To verify directory permissions for Siebel Tools

1
Select the Siebel Tools root directory and right-click on it.
Choose Properties and go to the Sharing tab.
Make sure that the Siebel Tools user has read and write access.
In addition, in user account properties, the Siebel Tools user must not be defined as a restricted user
in the group membership section.
Verifying the ODBC Data Sources for Siebel Tools

The Siebel Tools installer creates the ODBC data sources described in Table 11. By default, these are
created as system data sources, which are visible to all of the user accounts on the computer where
Siebel Tools is installed.
Table 11.
Siebel Tools ODBC Data Sources
Data Source
Use
SSD Local Db default instance
Connects to the local SQL Anywhere database.
SSD
Connects to the DB2 database.
SSD default instance
Connects to the Microsoft SQL Server or Oracle

Database.
For Oracle Database, verify that the following registry keys are set as shown. These values are
required in order for the ODBC driver to behave correctly.
PacketSize = 0
EnableScrollableCursors = 0
ColumnsAsChar = 1
ColumnSizeAsCharacter = 1
For more information about how to run the Microsoft ODBC Administrator to verify ODBC data
sources, see Verifying the ODBC Data Source on page 191. See also Requirements for Installing
Siebel Tools on page 324.

This topic provides information about verifying the ODBC data source for your database platform. It
includes the following information:
Verifying the ODBC Data Source for Oracle Database on page 192
Verifying the ODBC Data Source for IBM DB2 on page 193
Verifying the ODBC Data Source for Microsoft SQL Server on page 194
19 1
Verifying the ODBC Data Source for Oracle Database

Configuring the Siebel Enterprise automatically creates an ODBC system data source name (DSN)
that the Siebel Server uses to connect to the Siebel database on the RDBMS.
Make sure that the appropriate version of the Oracle Database Client has been installed and that the
Siebel Server service is started prior to verifying the ODBC data source. This topic applies also to
virtual ODBC data sources in a clustered environment.
NOTE: For information about installing the Oracle Database Client for Siebel CRM version 8.1.1.11
or version 8.2.2.4, see Siebel Security Guide. This client is part of a new LDAP integration for Siebel
CRM, for any RDBMS.
CAUTION: In general, do not change the default settings that are created automatically with the
ODBC data source. However, if you have upgraded from earlier Oracle Database versions to Oracle
Database 11g (which uses CBO), or if you manually created your ODBC, then you must check your
ODBC settings, as shown in the following procedure.
To verify the ODBC data source for Oracle Database

1
Start the Microsoft ODBC Administrator. Do one of the following:
On Microsoft Windows 2008, run the 32-bit version of the Microsoft ODBC Administrator,
which is located here: C:\Windows\SysWOW64\odbcad32.exe.
NOTE: You need the 32-bit version of the Microsoft ODBC Administrator because Siebel
Business Applications use 32-bit ODBC drivers and database clients only.
On Microsoft Windows 2003, navigate to Control Panel, Administrative Tools, and then Data
Sources (ODBC).
On the ODBC Data Source Administrator dialog box, select the System DSN tab.
Review the data source name; its default name is SiebelEnterpriseName_DSN.

In the data source name, SiebelEnterpriseName is the name that you gave the Siebel Enterprise
during its configuration.
Record the name of the ODBC data source in Appendix A, Siebel Deployment Planning Worksheet,
if you have not already done so.
Select the data source SiebelEnterpriseName_DSN, and click Configure.

The ODBC Oracle Driver Setup screen appears.
To test the connection, click Test Connect.

If the connection is valid, then you see a message box confirming the connection.
If the connection could not be made, then see Verifying Network Connectivity for the Siebel Server
Computer on page 195 and Troubleshooting the ODBC Data Source Connection on page 201.
In the Windows registry, locate the following registry entry:

[HKEY_LOCAL_MACHINE\SOFTWARE\ODBC\ODBC.INI\SiebelEnterpriseName_DSN]
192
Verify that the following registry keys are set as shown. These values are required in order for
the ODBC driver to behave correctly.
PacketSize = 0
EnableScrollableCursors = 0
ColumnsAsChar = 1
ColumnSizeAsCharacter = 1
Verifying the ODBC Data Source for IBM DB2

Make sure that the appropriate database client has been installed and that the Siebel Server service
is started prior to verifying the ODBC data source. This topic applies also to virtual ODBC data
sources in a clustered environment.
CAUTION: Do not change the default settings that are created automatically with the ODBC data
source.
NOTE: For information about verifying the ODBC data source for IBM DB2 for z/OS, see
Implementing Siebel Business Applications on DB2 for z/OS.
To verify the ODBC data source for IBM DB2 (on Windows)
1
Sources (ODBC).
Review the data source name; its default name is EnterpriseName_DSN.

In the data source name, EnterpriseName is the name that you gave the Siebel Enterprise during
its configuration.
Select the data source EnterpriseName_DSN, and click Configure.

A DB2 Message box appears to let you know your connection status.
If you are not connected, then you are prompted whether you want to connect now to the data
source.
19 3
Click Yes.
The Connect to DB2 Database screen appears.
Type your user ID and passwords into the applicable fields, and click OK.
If the connection could not be made, then see Verifying Network Connectivity for the Siebel Server
Computer on page 195 and Troubleshooting the ODBC Data Source Connection on page 201.
From the Windows command prompt, navigate to SIEBEL_ROOT\siebsrvr\BIN, and execute the
following command:
odbcsql /s ODBC_DSN /u database_account_name /p password
where:
ODBC_DSN is the ODBC data source name, in the form SiebelEnterpriseName_DSN. In the
data source name, SiebelEnterpriseName is the name of your Siebel Enterprise.
database_account_name is a valid database account name.
password is the corresponding database account password.
When you connect, a confirmation message appears.
Verifying the ODBC Data Source for Microsoft SQL Server

Make sure that the appropriate database client has been installed and that the Siebel Server service
is started prior to verifying the ODBC data source. This topic applies also to virtual ODBC data
sources in a clustered environment.
CAUTION: Do not change the default settings that are created automatically with the ODBC data
source.
To verify the ODBC data source for Microsoft SQL Server

1
Sources (ODBC).
194
Verifying and Troubleshooting Your Installation Verifying Network Connectivity for

the Siebel Server Computer
Review the data source name; its default name is SiebelEnterpriseName_DSN.

In the data source name, SiebelEnterpriseName is the name that you gave the Siebel Enterprise
during its configuration.
Select the data source SiebelEnterpriseName_DSN, and click Configure.

The Microsoft SQL Server DSN Configuration screen appears.
Click Next, and click Client Configuration.

The Edit Network Library Configuration screen appears.
Verify that the port number for the database is correct.
If the port number is incorrect, then edit it, and then click OK.
To edit the port number, you might have to first select and then deselect the check box
Dynamically Determine Port.
The Microsoft SQL Server DSN Configuration screen appears.
Select verification with SQL Server using a valid database login ID and password that you enter
in the Login ID and Password fields. Then click Next.
The program tests the connection:
If the connection could not be made, then see Verifying Network Connectivity for the Siebel
Server Computer on page 195 and Troubleshooting the ODBC Data Source Connection on
page 201.
Verifying Network Connectivity for the

Siebel Server Computer
The Siebel Server must have network access to other Siebel Enterprise components, such as the
Siebel Gateway Name Server, the Siebel database on the RDBMS, and the Siebel File System. Use
the following procedure to verify that the Siebel Server computer can access other Siebel Enterprise
components.
The Siebel Server Configuration Wizard sets the TCP/IP registry values as follows:
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Tcpip\Parameters
TcpTimedWaitDelay = 30
MaxUserPort = 65534
MaxFreeTcbs = 10000
MaxHashTableSize = 2048
19 5

the Siebel Server Computer
The Configuration Wizard saves the original registry values in the registry file
SIEBEL_ROOT\siebsrvr\admin\tcp_bak.reg. If you want to reset the applicable keys to the values
prior to the Siebel installation, then you can import them from this registry file.
NOTE: For information about verifying network connectivity for IBM DB2 for z/OS, see Implementing
Siebel Business Applications on DB2 for z/OS.
To verify network connectivity for the Siebel Server computer

1
Verify network connectivity to the Siebel Gateway Name Server and the Siebel database from
the Siebel Server computer, using the test utility for your network type.
For TCP/IP networks, use the ping utility to verify network connectivity. Or test the connection
through Control Panel, Administrative Tools, Data Sources (ODBC), and then System DSN.
For Oracle Database, verify connectivity to the Siebel database, then go to Step 5 on page 197.
Use the tnsping utility and Oracle Database connectivity alias, as appropriate to your database,
from a Command Prompt window to make sure that you can connect to the database using the
network connect string that you defined.
For IBM DB2, verify connectivity to the Siebel database, then go to Step 5 on page 197.
Open a DB2 Command Window to make sure that you can connect to your database.
CAUTION: Be sure to use the DB2 Command Window, not the Command Line Processor, to
enter these commands, because the Command Line Processor window uses different syntax.
The commands in this procedure work only if you issue them in a DB2 Command Window.
Choose Start, All Programs, IBM DB2, Command Line Tools, and then Command Window. Enter:
db2 connect to database_alias user user_ID using password
where:
database_alias is your database alias
user_ID is a valid user name on DB2
password is the password for that user_ID
If your connection is valid, then you see a message that looks like the following:
Database Connection Information
Database Server
SQL authorization ID
Database alias
= DB2/NT x.x.x
= SADMIN
= DB_Alias
If your connection is not valid, then verify your configuration.
To close the connection, type db2 terminate. You can also use the DB2 Command Center GUI
tool to terminate the connection.
196

Mobile Users
For Microsoft SQL Server, verify connectivity to the Siebel database, then go to the next step.
Navigate to Control Panel, Administrative Tools, and then Data Sources (ODBC). Under System
DSN, select the data source, and click Configure. This wizard provides a button for testing the
connection.
Provide network connections from the Siebel Server to all of the applicable Siebel File System
directories.
Do not use a mapped network drive as this network connection. Instead, use a UNC share. The
sharename syntax must be in this form: \\Siebel_Server_Name\Sharename.
For more information, see Creating the Siebel File System on page 295.
Verify that the Siebel File System directories are visible and that the Siebel service owner account
has the necessary permissions on these directories.
If you are clustering the Siebel File System, then use the Network IP resource or Network
Hostname Resource assigned to that cluster file share.
Verifying Network Connectivity for

Mobile Users
Siebel Mobile Web Client users must be able to connect to the Siebel Remote Server, using TCP/IP,
to synchronize with the master Siebel database. Make sure that you have the correct network
software and hardware installed to support this connectivity and that your remote users are able to
establish a TCP/IP connection to the server. To check connectivity, use the ping utility.
Related Book
Siebel Remote and Replication Manager Administration Guide
Verifying That the Siebel Gateway Name

Server Has Started
If, during configuration, you selected manual start for the Siebel Gateway Name Server, then you
must make sure that the Siebel Gateway Name Server is started when you do any of the following:
Create and configure the Siebel Enterprise
Configure a new Siebel Server
Operate any of the Siebel applications
Remove the configuration of a Siebel Server (such as when uninstalling) or the Siebel Enterprise
NOTE: It is recommended that you review the Siebel Gateway Name Server log files, which are found
in the SIEBEL_GATEWAY_ROOT\LOG directory.
19 7
Verifying and Troubleshooting Your Installation Troubleshooting Installation and

Configuration for Siebel Enterprise Server
To start the Siebel Gateway Name Server manually on Windows

1
If the Siebel Gateway Name Server is not started, then click Action, and then Start.
Related Topics
Troubleshooting Installation and Configuration for Siebel Enterprise Server on page 198
Troubleshooting Installation and

Configuration for Siebel Enterprise
Server
This topic presents troubleshooting information related to installation and configuration of Siebel
Enterprise Server components.
Related Topics
Troubleshooting Installation and Configuration for the Siebel Gateway

Name Server
This topic describes potential errors that can result from a faulty installation or configuration of
Siebel Gateway Name Server. Such problems can have any of several causes, the most common of
which are listed in Table 12 on page 199.
NOTE: If you cannot start the Siebel Gateway Name Server, then you will not be able to configure a
Siebel Enterprise or configure and start a Siebel Server.
198

Table 12.
Troubleshooting Siebel Gateway Name Server Installation and Configuration
Problem
Cause
Solution
The Siebel Gateway Name

Server does not start.
You might not have privileges

as the Siebel service owner.
Review the instructions in Creating

the Siebel Service Owner Account on
page 300.
You cannot start the

Siebel Gateway Name
Server service on
\\COMPUTER_NAME.
Login failure
Navigate to Control Panel,

Administrative Tools, and then
Services.
Select the Siebel Gateway Name

Server.
Right-click, then choose

Properties.
In the Log On tab, specify the

user name and password to use
for this service.
Error XXX: The service

did not start due to
logon failure.
You receive an error at

system startup that a
driver is missing.
This problem can occur if you

uninstall earlier Siebel
Business Applications versions
without first stopping the
Siebel Server.
Stop the Siebel Server before

uninstalling Siebel Business
Applications.
If the services are no longer visible
within the Services menu, then
contact Oracle Global Customer
Support for instructions.
19 9

Troubleshooting Installation and Configuration for the Siebel Server

This topic describes potential errors that can result from a faulty installation or configuration of
Siebel Server. Such problems can have any of several causes, the most common of which are listed
in Table 13.
Table 13.
Troubleshooting Siebel Server Installation and Configuration
Problem
Cause
Solution
The Siebel Server cannot

be installed.
Insufficient user privileges
For information about setting up

appropriate administrative user
privileges to install, see Creating
the Siebel Service Owner Account on
page 300.
Trying to install or configure the

Siebel Server out of sequence
For the required installation and

configuration sequence, see
Chapter 2, Overview of Installing
Siebel Business Applications.
Failure to install the required

hardware or software
Installation errors related to

software requirements are logged in
the Siebel Enterprise Server
installer log file. For requirements,
see the Certifications tab on My
Oracle Support.
You used brackets in the name

that you gave to one or more of
your Siebel Servers or to your
Remove the applicable

configurations and re-create them
with new names. For more
information, see Process of
Removing Configuration Data on
page 261.
The following error

messages occur for a
Siebel Enterprise
supported by a Microsoft
SQL Server database:
In the SVRsetup.log
file:
5000: Bad key
name., exiting...
In Microsoft SQL
Server DSN
configuration (server
field):
completed with
error(s):2000046
200

Table 13.
Troubleshooting Siebel Server Installation and Configuration
Problem
Cause
Solution
The Siebel Server does

not start after
configuration.

not started
Verify that the Siebel Gateway

Name Server was started. Start it if
it was stopped.
Invalid input values during

configuration
Verify that the input values during

configuration were valid.
Insufficient system privileges
Verify that you have sufficient

system privileges to start the
service. For more information, see
Creating the Siebel Service Owner
Account on page 300.
Troubleshooting the ODBC Data Source Connection

This topic describes troubleshooting steps for your ODBC data source connection.
on DB2 for z/OS.
Troubleshooting Connection Problems on Oracle Database

Complete the following instructions to troubleshoot Oracle Database connection problems on
Windows. See also Configuring Siebel Server Connectivity to the Siebel Database on page 355.
To troubleshoot a failed ODBC connection for Oracle Database

1
Verify that the ODBC driver was correctly installed by reviewing the file structure under
SIEBSRVR_ROOT/BIN.
If the files have been correctly copied to the BIN subdirectory, then verify that the Oracle connect
string that you entered during the Siebel Enterprise configuration was valid.
Troubleshooting Connection Problems on Microsoft SQL Server

Complete the following instructions to troubleshoot Microsoft SQL Server connection problems on
Windows. See also Configuring Siebel Server Connectivity to the Siebel Database on page 355.
To troubleshoot a failed ODBC connection for Microsoft SQL Server
Verify that the data source name (SiebelEnterpriseName_DSN) that you entered during the
Siebel Server configuration was valid. Also verify that the SQL Server database is up and running,
and validate the ODBC connectivity.
20 1
Verifying and Troubleshooting Your Installation Troubleshooting Installation for the

Siebel Database

Siebel Database
These topics provide suggestions for troubleshooting problems that you might encounter when
installing and configuring the Siebel database.
Troubleshooting Installation for the Siebel Database

Typically, problems during database installation result from insufficient storage space having been
allocated, or from the installer having improper user privileges.
Acceptable Errors for Installation of the Siebel Database

The log files might include errors that are expected and benign. Compare any error messages found
in the log files to the sample error messages in the errors.rtf file, which is located in the installation
subdirectory for your database, for example, ORACLE or MSSQL. If a log file is not listed in the errors.rtf
file, then there are no acceptable error messages for that log file. No further action is required if the
log files contain errors listed in the errors.rtf file.
NOTE: Only one of each type of error occurring in a particular log file appears in the errors.rtf file.
If you find errors that are not listed in the errors.rtf file, then correct the condition that caused the
errors, and rerun the Upgrade Wizard. The wizard restarts from the point where it left off.
Do not review only the error numbers because these might have changed following installation of a
new driver version. Instead, compare the error descriptions to find out which are acceptable errors
for this database.
CAUTION: Although other errors are rarely encountered, this review is critical. Certain errors, such
as a failure to create indexes, might result in performance problems or anomalous behavior in Siebel
You can view a log summary generated using the logparse utility. For more information, see Siebel
Database Upgrade Guide.
202

Troubleshooting Siebel Repository Import for the Siebel Database

Typical problems that can occur at this stage are shown in Table 14. These errors might appear in
the log files produced by the Siebel Repository import process.
Table 14.
Troubleshooting Siebel Repository Import for the Siebel Database
Problem
Cause
Solution
Cannot import a Siebel

Repository
Importing a Siebel
Repository with the same
name as an existing Siebel
Repository
Choose a unique name for the new

Siebel Repository.
Database runs out of

tablespace pages and
cannot allocate new data
pages
Insufficient tablespace size
Increase the tablespace sizes.
(IBM DB2 only) Errors

regarding the settings for
DB2 configuration
parameters, such as
APP_CTL_HEAP_SZ
Values too low
Reset the DB2 configuration

parameters to higher values.
Guidelines for Siebel Business
Applications suggest using only
minimum values.

This topic provides suggestions for troubleshooting problems that you might encounter when
installing and configuring the Siebel Web Server Extension (SWSE). Typical problems are shown in
Table 15.
20 3

Table 15.
Troubleshooting Siebel Web Server Extension Installation
Problem
Cause
Solution
After installation,
when the Siebel
Web Client is
started, a message
appears, stating:
The Web server instance

is not running.
Make sure that the Web server instance is

running.
Page Cannot be
displayed
Refresh the connection between your browser

and the Web site.
The Web server port is
incorrectly specified in
the eapps.cfg file.
Verify that the Web server port information in

the eapps.cfg file is correct.
Virtual directories were

not installed or
configured properly.
Make sure that the Local Path for the virtual

directories is correct and resembles the
following:
SWSE_ROOT\PUBLIC\language
If you use a custom virtual directory, then make
sure that you add the sweiis.dll parameter to
your virtual directory to allow communication
with the Siebel Server. For information, see
Creating Custom Virtual Directories on
page 134.
Anonymous users have
incorrect responsibilities.
Make sure that anonymous users specified in the

eapps.cfg file (AnonUserName and
AnonPassword parameters) are also defined in
the Siebel database with the correct
responsibilities. Otherwise, end users cannot
access the home page.
The connect string for

the Siebel application is
incorrect.
Make sure that the connect string for the Siebel

application is correct. The value resembles the
following example (where load balancing is not
deployed):
ConnectString = siebel.TCPIP.none.none://
SiebelServerHost:2321/
EnterpriseServerName/
ProductNameObjMgr_language
Siebel Server
components or
component groups might
not be enabled.
204
Make sure that the necessary Siebel Server

components and component groups are
enabled.

Table 15.
Troubleshooting Siebel Web Server Extension Installation
Problem
Cause
Solution
Your Siebel
application stops
responding,
displays a blank
page or page not
found, or times out.
Appropriate parameters
are not available within
the [defaults] section of
the eapps.cfg file for
Siebel Business
Applications.
Make sure that the [defaults] section of the

eapps.cfg file contains valid AnonUserName,
AnonPassword, HTTPPort, and HTTPSPort
values.
After stopping the

IIS Administration
service, an error
message appears:
Stopping the IIS

Administration service
from Control Panel,
Administrative Tools,
then Services creates an
error.
Open a DOS command window, and enter the

following command to release all of the
resources that are used by this service, such as
inetinfo.exe and dllhost.exe:
The service did

not respond to the
start or control
request in a
timely fashion
Inability to access
the Siebel Web
Client. The browser
status bar might
display errors such
as:
SWESubmitOnEnter
is undefined
Also make sure that SessionTimeout and

GuestSessionTimeout have appropriate values.
For information about configuring these and
other parameters, see Configuring the SWSE
Logical Profile on page 77.
IISRESET /START
If, after doing this, you still cannot start Siebel
Business Applications, then you must restart the
computer.
The IUSR (IIS 7 or later)

or IUSR_computername
and
IWAM_computername
(IIS 6) user accounts do
not have proper
permissions to the
SWSE_ROOT\public\lang
directory.
Stop the Web server. Make sure that the

permissions meet the requirements described in
Requirements for Installing and Configuring the
Restart the Web server.
Also, the login page

might stop
responding.
Or, the Siebel Web
Client login page
does not display
properly; for
example, images
might be missing.
20 5
Verifying and Troubleshooting Your Installation Configuring the Siebel Mobile Web
Client When Neither Siebel VB nor Siebel eScript Is Licensed
Configuring the Siebel Mobile Web Client

When Neither Siebel VB nor Siebel
eScript Is Licensed
By default, the Siebel Mobile Web Client has Siebel VB or Siebel eScript enabled. The parameter
EnableScripting is set to True in the application configuration files. If this parameter is True, but
neither Siebel VB nor Siebel eScript is licensed, then the Siebel Mobile Web Client does not start. An
error message is returned, indicating that you must turn off Siebel VB or Siebel eScript before
running the Siebel Mobile Web Client.
To configure the Siebel Mobile Web Client when neither Siebel VB nor Siebel eScript
is licensed
Set EnableScripting to FALSE in the configuration file used by your Siebel Mobile Web Client, such
as uagent.cfg for Siebel Call Center. This configuration file is located in the directory
SIEBEL_CLIENT_ROOT\bin\LANGUAGE.
where:
SIEBEL_CLIENT_ROOT is the directory where you installed the Siebel Mobile Web Client.
LANGUAGE is the three-letter code for the language in which you are running the Siebel
Mobile Web Client.
About the Environment Verification Tool

The Environment Verification Tool (EVT) is a tool intended to help system administrators verify the
configuration of the Siebel CRM environment. System administrators can use the EVT utility to
identify errors and potential problems in the Siebel Enterprise after installation in a development or
test environment, or following rollout or upgrades.
It is recommended that you use EVT to verify your Siebel Business Applications environment. EVT is
included with the installed software for Siebel Server, Siebel Gateway Name Server, and Siebel Web
Server Extension (SWSE). It is provided for each supported Siebel Enterprise Server operating
system.
Siebel Modules or Third-Party Products That EVT Can Check

You can run EVT against Siebel Business Applications modules and some third-party products.
Siebel Server
Web server (Oracle HTTP Server, Microsoft IIS, IBM HTTP Server, HP Apache Web Server, or
Oracle iPlanet Web Server)
Database
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Verifying and Troubleshooting Your Installation About the Environment Verification

Tool
EVT Check Groups

The EVT engine is driven by a configuration file (evt.ini). This file is specific for each version of Siebel
Business Applications, and cannot be used to run the utility against an earlier or a later version of
the software. This file identifies the default checks that must be run, and it also provides the
dependency logic, such as operating system-specific checks or database-specific checks, between
different checks. The evt.ini file can be customized to check for other issues as well.
If you want to create customized checks, then create a copy of the original evt.ini file for this
purpose, so that you do not accidentally affect EVT functionality.
You can use EVT to validate configuration settings in the following check groups:
Environment checks (ENV)
Siebel Server checks (SVR)
Database client checks (DBC)
Web server checks (WEB)
Database server (RDBMS) checks (DBS)
Internal checks (INT)
Network settings checks (NET)
Operating system checks (OS)
Other checks (OTH)
About the EVT Configuration File

EVT uses a configuration file (evt.ini) to determine what checks to perform and, for each check, what
settings it will check for. Each Siebel CRM release has a corresponding configuration file specific for
that release. This file resides under the bin subdirectory of the SIEBSRVR_ROOT directory on the
Siebel Server, or of the SWSE_ROOT directory on the SWSE.
In the evt.ini file, the [CheckX] sections contain check definitions for different check groups. Refer
to the evt.ini file for descriptions of the parameters used for each check section. A check definition
can have the parameters shown in Table 16. Not shown in the table are check-dependent parameters,
such as PARAMNAME and PARAMVALUE.
Table 16.
EVT Check Definition Format
Parameter
Description
CHECKID
Unique identifier for each check definition.
CHECKGROUP
The area of the application environment that is verified by this check.
CHECKNAME
Name of the check to run.
20 7
Verifying and Troubleshooting Your Installation About the Environment Verification

Tool
Table 16.
EVT Check Definition Format
Parameter
Description
SERVERTYPE
The server type on which the check can be run: either Siebel Server,
Siebel Gateway Name Server, Web server with SWSE, or Database
Server (RDBMS). For values, see Optional EVT Command-Line Flags on
page 210.
SERVERTYPE can have multiple delimited values separated by commas,
for example, SERVERTYPE=DBSERVER,SIEBSRVR,SWSE.
OSTYPE
The operating system applicable to this check. OSTYPE can have

multiple delimited values separated by commas, for example,
OSTYPE=AIX,HPUX,LINUX,SOL,W32.
For a list of supported operating systems for the current release, see
the Certifications tab on My Oracle Support.
DEPENDENCY
This feature is used to implement conditional logic in the .ini file, for
example, checking for the right Oracle client version if Oracle Database
is in use.
DEPENDENCY can have multiple delimited values separated by
commas, for example, DEPENDENCY=Check1,Check231.
PRIMARY
Determines whether this check must be printed as part of the output.

Dependent checks that prevent the next check from succeeding are not
printed in the output.
RESULTMODE
The value of RESULTMODE specifies how the check is evaluated. Use

one of the following values:
ERRORLEVEL
evaluate. Performs a text comparison and returns TRUE if the

values are the same.
inverted. The opposite of evaluate. Returns FALSE where evaluate

would return TRUE.
versioncheck. Evaluates version strings, including dotted version

strings.
invertedversioncheck. The opposite of versioncheck. Returns

FALSE where versioncheck would return TRUE.
This parameter uses two values, WARN and FAIL, to determine whether
the failure of a particular check constitutes a critical failure or just a
warning.
Critical failures are misconfigurations that would result in the failure of
Siebel Business Applications software in one form or another. Warnings
apply to misconfigurations that might result in reduced performance
but not necessarily in a software failure.
Parameters in the .ini file must be set to the alias and not to the value; for example, PARAMNAME=Lang
and PARAMVALUE=ENU.
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Verifying and Troubleshooting Your Installation Using the Environment Verification

Tool
You can use # (pound sign) as a comment character in the evt.ini file, to disable particular entries.
You can also add new checks to the .ini file based on your business requirements, using the
parameters described in Table 16 on page 207. If you decide to do so, then make a copy of the file,
and make your modifications in the new file. Then run EVT using the -f option, as described in
Optional EVT Command-Line Flags on page 210, to direct EVT to use the new configuration file.
Using the Environment Verification Tool

EVT uses various operating systems utilities and Siebel command-line utilities to query information
about installation and configuration settings for Siebel components. EVT verifies that the computers
running Siebel Business Applications software are configured correctly and according to the
Certifications tab on My Oracle Support and other documented requirements.
This topic has the following information:
Starting the EVT Utility on page 209
Running EVT in Query Mode on page 210
Optional EVT Command-Line Flags on page 210
Available EVT Output Formats on page 212
Changing EVT Output Text on page 213
Starting the EVT Utility

The EVT executable program is installed under the bin subdirectory of SIEBSRVR_ROOT. The
command name is evt.exe for Windows or evt for UNIX operating systems.
You can run this executable program with different options, depending on what part of your
environment that you want to check.
On Windows, in order to be able to run EVT, SIEBSRVR_ROOT\BIN must be included in the environment
path.
NOTE: For more information about using EVT, see 477105.1 (Article ID) on My Oracle Support. This
document was previously published as Siebel Technical Note 467.
Review the following topics to determine how to edit the evt.ini file and how to use command-line
options:
About the EVT Configuration File on page 207
Optional EVT Command-Line Flags on page 210 (includes command examples)
Available EVT Output Formats on page 212
Changing EVT Output Text on page 213
The evt.ini file contains all of the approved checks. If you have to add any checks or modify any of
the existing checks, then make a copy of the file, and make your modification in the new file. Then
run EVT using the -f option to direct EVT to use the new configuration file.
20 9

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To start EVT
1
Navigate to the SIEBSRVR_ROOT\BIN directory, and run evt.exe with any valid flags.
You can include any of the flags described in Optional EVT Command-Line Flags on page 210.
Running EVT in Query Mode

EVT can also be run in query mode. This mode is intended to work with other utilities that query the
installation for information.
To run EVT in query mode, you use the -q flag. The -q flag must be accompanied by a properly
formatted query string.
NOTE: In query mode, EVT ignores all of the other options (except -h).
The query string consists of name=value pairs delimited by the plus sign (+).
The output of EVT in this mode is either pass[] or fail[], with the current value of the parameter
in brackets, where applicable. The following are examples for UNIX.
Example
% evt -q "Checkname=VAR+ParamName=SIEBEL_ASSERT_MODE+ParamValue=0"
fail[]
This command returns fail[] because SIEBEL_ASSERT_MODE is not set to 0 and its current value
is [NULL].
Example
% evt -q "Checkname=UNDEFVAR+ParamName=SIEBEL_ASSERT_MODE"
pass[]
This command returns pass[]. Because SIEBEL_ASSERT_MODE is not defined, UNDEFVAR checks
whether the variable is defined. As expected, this check passes, and the current value is still [NULL].
Optional EVT Command-Line Flags

You can run the EVT utility with various options as described in Table 17 on page 211.
NOTE: If you do not provide -e, -g, -s, -u, and -p options, then EVT tries to query information from
the configuration files under the ENU directory. On Windows, -r is a required flag; all of the other
flags are optional.
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Table 17.
Command-Line Flags Used with EVT
Flag
Description
-h
Prints a help message with a list of all of the flags that you can use with the EVT utility.
-g
The name of the Siebel Gateway Name Server. If it is not provided, then EVT picks up the
name of the Siebel Gateway Name Server from the Siebel Server configuration file; for
example, enu\siebel.cfg.
-s
The name of the Siebel Server. If it is not provided, then EVT tries to determine the name
of the server from the siebenv.bat file.
-e
The name of the Siebel Enterprise. If it is not provided, then EVT determines the name of
the Siebel Enterprise from the Siebel Server configuration file; for example,
enu\siebel.cfg.
-u
The user name to use to log in to Server Manager. The default user name is sadmin.
-p
The password to log in to Server Manager.

NOTE: If any srvrmgr parameters are provided incorrectly, then EVT will not be able to
check Siebel Server parameters. To print the details of root cause, use the -d SHOWERRORS
flag.
-r
Required. Specifies the path to the SIEBEL_ROOT directory.
-o
The output format. EVT can generate output in several formats: TEXT (default), TEXTFILE,
HTML, and HTMLFILE. For more information, see Available EVT Output Formats on
page 212.
-d
Runs the script in debug mode. Supported debug levels are shown in order of verbosity,
starting with the least verbose level (see examples of this flag as follows):
DEFAULT. (Default) Prints only check for pass, fail, or not executed.
EXPLAIN. Prints a description of what has been checked and why. If a check cannot run,
then no explanation is given. If a check executes and finds an error, then it reports the
corrective actions to be taken.
SHOWERRORS. Prints the same information as EXPLAIN, but, in addition, prints any errors
encountered that prevented a check from executing. For example, if the check tried to verify
that a particular file was executed, but the file does not exist, then SHOWERRORS provides
the error that prevented the execution.
SHOWCOMMENTS. Prints the same output as SHOWERRORS, but, in addition, prints more
detailed information about how the check was implemented. The output represents debug
information, for example: Got value A from file X.
EVTLOG. Prints the same output as SHOWCOMMENTS, but, in addition, prints the execution
log for EVT. This output is primarily useful to EVT developers.
-l
The output directory to which reports are written.
21 1

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Table 17.
Command-Line Flags Used with EVT
Flag
Description
-t
The type of server to check:
Siebel Server [SIEBSRVR]
Siebel Gateway Name Server [GTWYNS]
Database Server (RDBMS) [DBSERVER]
Siebel Web Server Extension [SWSE]
For example, if -t SWSE is specified, then EVT runs Web server-related checks (along with
those checks that can be run on any type of server, such as for JRE).
-f
The location of the evt.ini file. When EVT is started, it verifies the existence of this file. By
default, the evt.ini file is located in the same directory as the EVT executable program. If
the evt.ini file is located in a different directory, or has a different name, then you must use
this flag to specify the location of the evt.ini file.
-q
Runs EVT in query mode. See Running EVT in Query Mode on page 210.
-w
The location of the Web server installation.
Example 1
Starting EVT using a custom .ini file and generating HTML output:
evt.exe -f evt_cust.ini -o HTML -r SIEBEL_ROOT > output.htm
Example 2
Starting EVT using a custom .ini file and generating HTML output with details on what commands
were run, what files were opened, and so on:
evt.exe -f evt_cust.ini -o HTML -d SHOWCOMMENTS -r SIEBEL_ROOT > output_debug.htm
Available EVT Output Formats

EVT supports the following output formats:
TEXT. Prints all of the output directly to the console, terminal, or DOS window. This format is
the only mode of operation when EVT is executed in query mode by giving the -q option. For an
explanation of flags that can be used with EVT, see Optional EVT Command-Line Flags on
page 210.
TEXTFILE. Prints all of the output to a log file. The file name format is
evt.hostname.timestamp.log. The log is created in the current directory. To create the log in a
specified directory, use the option -l log_dir. In this option, log_dir is the path to the directory
that you want.
HTML. Prints HTML output to the console, terminal, or DOS window. This format is mainly for
redirecting the output to another program or utility that can consume the output or redirect it to
a file.
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HTMLFILE. HTMLFILE output format creates an HTML file in the current directory. The file name
takes the form evt.hostname.timestamp.htm, where:
hostname is the computer name where you are running EVT.
timestamp is the number of epoch seconds (starting from January 1, 1970). This value is
used solely to maintain the uniqueness of file names.
It is recommended that you delete previously generated output files on a regular basis.
Changing EVT Output Text

EVT supports user-specified strings in output reports. By default, EVT output reports are generated
using a message template. However, the user can specify any other string to be used as part of the
report. The following user-defined output tags are supported:
USERPASSEDSTRING. Overrides the internal message template and allows you to specify your
own message, in case this check passes.
USERFAILEDSTRING. Overrides the internal message template and allows you to specify your
own message, in case this check fails.
USERNOTEXESTRING. Overrides the internal message template and allows you to specify your
own message, in case this check is not executed.
The user-defined message can contain some placeholders that are defined by EVT. Such placeholders
are specified by using two underscores on each side. During execution of the checks, these
placeholders are substituted. When the check runs, the following placeholders are defined:
CURRENTVALUE. The current value of the parameter being checked.
PASSEDSTRING. The system-defined check passed message.
FAILEDSTRING. The system-defined failure or error message.
NOTEXESTRING. The system-defined check is not executed message.
CHECKID. The ID number of the currently executing check.
For example, assume a user-defined check like the following:

[Check241]
CHECKNAME=OSVERSION
OSTYPE=AIX
PARAMVALUE=5200-02
USERFAILEDSTRING=[__CHECKID__] Version __CURRENTVALUE__ is not supported anymore.
Please contact Mr. John Smith ([email protected]) to get your system
upgraded to __PARAMVALUE__.
In this example, when the placeholders are filled by values when the check executes, the error
defined for the USERFAILEDSTRING tag appears in the output report as follows:
[Check241] Version 5100-02 is not supported anymore. Please contact Mr. John Smith
([email protected]) to get your system upgraded to 5200-02.
21 3

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214
Cloning a Siebel Installation
This chapter explains how to clone an installation of Siebel Enterprise Server or Siebel Web Server
Extension on one computer and deploy it on another computer. This chapter includes the following
topics:
About Cloning a Siebel Installation on page 215
Requirements When Cloning an Installation on page 217
Limitations When Cloning an Installation on page 219
Process of Cloning a Siebel Installation on page 220
Properties Files Used in Cloning Operations on page 222
Properties File Settings for Cloning an Installation on page 223
About Cloning a Siebel Installation

You can copy or clone an existing installed instance of Siebel Enterprise Server or Siebel Web Server
Extension on a source computer and then deploy the clone as a new instance on a target computer.
For a cloning operation, the existing installed Siebel software instance from which you create a clone
is called the source instance, and the computer where the software instance is installed is called the
source computer. The new Siebel software instance that you deploy is called the target instance, and
the computer where you deploy it is called the target computer.
About Cloning a Siebel Enterprise Server Installation

The primary intended usage case for Siebel Enterprise Server cloning is to clone an installed and
configured instance of Siebel Server.
When you deploy a Siebel Server clone, you can optionally create a new Siebel Gateway Name Server
on the target computer. Alternatively, you can specify that the target instance of Siebel Server should
use an existing installed instance of Siebel Gateway Name Server on another computer.
When you create the clone for the Siebel Server source instance, you can include certain
configuration data sets, such as the Siebel Server configuration or the Siebel Enterprise
configuration. Typically, you export the Siebel Server configuration as part of the clone. If you will
create a new Siebel Gateway Name Server on the target instance, then you also export the Siebel
Enterprise configuration. When you deploy the clone, you can import this configuration data into the
new or existing Siebel Gateway Name Server for the new target instance of Siebel Server.
To specify these (and other) variations in how you create and deploy a clone, you use different
settings in the cloning properties files, which are described in Properties File Settings for Cloning an
Installation on page 223.
21 5
Cloning a Siebel Installation About Cloning a Siebel Installation
The files for the Siebel Database Configuration Utilities, Siebel EAI, and Siebel Management Agent
are also included if you create and deploy a clone for a Siebel Server instance for which these
modules were also installed. However, do not use the Database Configuration Wizard on the target
instance, because you already have it on the source instance. You must configure the Siebel
Management Agent instance separately on the target computer after deploying the clone.
Where to Obtain the Siebel Cloning Utility

The files that make up the Siebel cloning utility are provided in the file clone.zip. You can find
clone.zip with the JAR files after you unpack the media zip files for the current release, Siebel CRM
version 8.1.1.11 or version 8.2.2.4. For more information about obtaining the Siebel CRM media, see
About Siebel CRM Releases on page 278 and Obtaining Siebel Installation Media Files on page 358.
See also the applicable Siebel Maintenance Release Guide on My Oracle Support.
You must save or copy the file clone.zip to any computer that will be used as a source or target
computer for a cloning operation. On each source or target computer, you use a standard unpacking
tool, such as WinZip or unzip, to extract files into a directory named clone.
Files Provided with the Siebel Cloning Utility

The Siebel cloning utility includes the following files:
The Siebel cloning utility executable program for the operating system on which you run the
utility: clone.bat (on Microsoft Windows) or clone.sh (on UNIX and Linux). These files are created
in the clone directory that is created when you unpack the clone.zip file.
The files cloneconfig.jar and orainstaller.jar are created in a subdirectory called lib.
Several example properties files, which are text files that contain settings for use in different
operations of the Siebel cloning utility. These files are created in a subdirectory called templates.
For more information, see Properties Files Used in Cloning Operations on page 222.
When you run the Siebel cloning utility at the command line, you specify the name of a properties
file that you have updated to include all of the settings necessary for the operation that you are
performing. For example, the properties file must include a pointer to the snapshot file that you
are creating or deploying, the host name of the source or target computer, and so on. For more
information, see Properties File Settings for Cloning an Installation on page 223.
About Running the Siebel Cloning Utility

Cloning an existing source instance includes separate tasks to create the clone on a source computer
and to deploy the clone on a target computer. Both of these tasks involve running the Siebel cloning
utility. These tasks are outlined in Process of Cloning a Siebel Installation on page 220.
Creating the clone. The operation to create a clone creates a file called the snapshot file, which
is a ZIP file representing the installed software that you are cloning, in compressed form. This
task is referred to as creating a clone. The term clone, when it is used as a noun, refers to the
snapshot file. What is included in the snapshot file depends on the settings that you specify for
the operation to create the clone.
216
Cloning a Siebel Installation Requirements When Cloning an Installation
Deploying the clone. The operation to deploy a clone uses the snapshot file to deploy the clone
on the target computer. This task is referred to as deploying a clone. What is included in the
deployed clone depends on the contents of the snapshot file and on the settings that you specify
for the operation to deploy the clone.
About Creating and Deploying a Full Clone or a Delta Clone

A clone that you create and deploy can be either a full clone or a delta clone, as follows:
Full clone. Creating and deploying a full clone copies a complete installation on the source
computer and deploys it on the target computer, assuming that no existing installation is present
on the target computer. For a source instance that has not been cloned before, you always create
a full clone. To deploy a new target instance, you always deploy a full clone.
Delta clone. Creating and deploying a delta clone (also called a partial clone) identifies
differences in a source instance, relative to a snapshot file, and deploys new or updated files on
an existing target instance that had been created using this same snapshot file. Creating a delta
clone generates a delta snapshot file, which represents the differences between the source
instance in its current state and the original full snapshot file. Deploying a delta clone updates
the target instance to include these differences.
Excluding Files or File Types

You can specify files or file types that you want to exclude from a cloning operation. You do this by
specifying a value for the Exclude File List parameter in the properties file. It is strongly
recommended that you do not exclude any files from the cloning operation unless you are certain
that the target instance does not require those files. Log files are never cloned and do not have to
be specified for exclusion.
Related Topics
Requirements When Cloning an

Installation
The following are requirements for using the cloning feature for Siebel Business Applications
installations and configurations:
Using the cloning feature requires the current version, Siebel CRM version 8.1.1.11 or
version 8.2.2.4. You can clone any source instance that is at Siebel CRM version 8.1.1.11 or
version 8.2.2.4.
21 7
Cloning a Siebel Installation Requirements When Cloning an Installation
The source and target computer environments must be consistent. The source computer
and the target computer must use the same supported server operating system, including the
same operating system version and patch updates. The target computer must meet all of the
documented requirements for installing the Siebel software that you are cloning, including those
documented in this guide and those documented in the Certifications tab on My Oracle Support.
Java Runtime Environment (JRE) must be installed. JRE must be installed on any computer
where you will run the Siebel cloning utility, that is, on the source computer and on the target
computer. Also, the JAVA_HOME environment variable must be set to point to the JRE installation
location at the time that you run the Siebel cloning utility (for example, C:\Program
Files\Java\jre6 on Windows). On the source computer, JRE was already installed with the
Oracle Universal Installer software, under the JDK directory, so you can set JAVA_HOME to this
installation location. For supported version information, see the Certifications tab on My Oracle
Support.
For Siebel Enterprise Server, the database client and data source must be present on
the target computer. For Siebel Enterprise Server, the database client software must be
installed and configured on the target computer, and the data source must be created (using the
same name as on the source computer) before you deploy the clone. The database client on the
target computer must be able to connect to the correct database. For an Oracle Database, you
must also add entries to tnsnames.ora, as needed. For more information, see Chapter 14,
Configuring the RDBMS.
The installation directory on the source instance and the target instance must be the
same. For example, these directories might be C:\siebel\8.1.1.11.0\ses or
C:\siebel\8.2.2.4.0\ses for Siebel Enterprise Server, or C:\siebel\8.1.1.11.0\sweapp or
C:\siebel\8.2.2.4.0\sweapp for SWSE.
When you edit the properties file for deploying a clone on the target instance, specify the
directory into which you installed the Siebel CRM software on the source instance, such as
C:\siebel\8.1.1.11.0 or C:\siebel\8.2.2.4.0.
NOTE: The installation directories on the source computer might not match these examples. In
particular, the installation paths differ where the Siebel CRM software was initially installed using
the original Siebel CRM version 8.1.1 installers, which use InstallShield technology instead of
Oracle Universal Installer.
The properties file for any cloning operation must contain a valid user name (such as
SADMIN) and password. For security reasons, it is strongly recommended that you include a
password in any properties file only when you are using the properties file.
You must specify all of the applicable data in the properties file that are necessary for
the cloning operation that you are performing.
You must start all of the necessary Siebel modules or create all of the necessary
configurations that are required for the cloning operation that you are performing. For
example:
218
Before you create a clone of an installed and configured instance of Siebel Enterprise Server
software on a source computer, the applicable Siebel Gateway Name Server must be running.
Depending on your cloning case, the Siebel Gateway Name Server might be running on the
source computer as part of the source instance, or it might be running on another computer.
Cloning a Siebel Installation Limitations When Cloning an Installation
Before you deploy a clone of an installed and configured instance of Siebel Enterprise Server
software (Siebel Server only, in this case) on a target computer, where the Siebel Gateway
Name Server is running on a different computer, the Siebel Enterprise for the target
environment must already have been configured on that Siebel Gateway Name Server. The
clone must have been created using the same settings as the Siebel Enterprise that applied
to the source environment.
The Oracle Configuration Manager service cannot be running during a cloning

operation. If the Oracle Configuration Manager service is running on either the source computer
or the target computer, then you must stop this service before you initiate any cloning operation.
Otherwise, errors occur and the operation cannot complete successfully.
The name of the Oracle Configuration Manager service is
OracleOracleHomeNameConfigurationManager, where OracleHomeName is the Oracle Home
name for the Siebel CRM installation on this computer.
Related Topics
Limitations When Cloning an

Installation
The following are limitations for using the cloning feature for Siebel Business Applications
installations and configurations:
Support for the cloning feature is currently limited to Siebel Enterprise Server and
Siebel Web Server Extension (SWSE).
For Siebel Enterprise Server, the cloning feature is primarily intended to be used to
clone a single, configured, source instance of Siebel Server to a target computer.
The cloning feature is not intended to be used as an alternative to installation of the Siebel
Enterprise Server software.
A Siebel Server that you clone can optionally include the Siebel Gateway Name Server. It is
possible to clone a Siebel Gateway Name Server installation that does not also include a
Siebel Server, but this is not the primary usage case.
For Siebel Web Server Extension, the cloning feature currently supports cloning an
installation only. SWSE configurations are not included in the operations to create or deploy
the clone. Although parts of the eapps.cfg file are updated when you deploy the SWSE target
instance, you must configure this SWSE instance in the standard way (by applying the SWSE
logical profile) after you deploy the clone.
21 9
Cloning a Siebel Installation Process of Cloning a Siebel Installation
Shortcuts for Siebel Configuration Wizards are not cloned. When you deploy a clone on a
target computer, the shortcuts for running the Siebel Configuration Wizards are not created on
the target computer. You must either run the wizards from the command line or else re-create
the shortcuts yourself on the target computer.
Siebel Management Agent configuration data is not cloned. When you deploy a target
instance of Siebel Server, the Siebel Management Agent that was installed with the source
instance is included in the clone, but its configuration is not included. If you plan to use the target
instance of the Siebel Management Agent, then you must configure it.
Related Topics
Process of Cloning a Siebel Installation

The installation process requires multiple tasks that you perform in the following general sequence:
Creating a Clone on a Source Computer on page 220.
Deploying a Clone on a Target Computer on page 221.
Related Topics
Creating a Clone on a Source Computer

Use the following procedure to create a clone on a source computer. After you create a clone, you
deploy the clone on a target computer. This task is part of Process of Cloning a Siebel Installation on
page 220.
To create a clone on a source computer

1
Determine your goals for the cloning operation that you are performing.
Log on to the server computer on which you will create the clone.
Copy the Siebel cloning utility and all of the relevant files to the target computer.
220
Cloning a Siebel Installation Process of Cloning a Siebel Installation
Copy one of the existing properties files, and edit the copy appropriately for your operation to
create a clone. Use a properties file that is similar to one of the following:
For a cloning operation for Siebel Server, use a file that is similar to
windowssource_ses.properties.
For a cloning operation for Siebel Web Server Extension, use a file that is similar to
windowssource_swse.properties.
For example, the properties file must specify the location of the snapshot file that you are
creating. Several other settings are required for creating a clone on a source computer.
Enter a command like the following to run the Siebel cloning utility:
clone.bat -p properties_file
In this command, properties_file is the name of the properties file that you prepared for this
operation.
When the operation is complete, validate the creation of the snapshot file in the specified
location. Also review the command output to confirm that the operation completed successfully
without any errors.
Deploying a Clone on a Target Computer

Use the following procedure to deploy a clone on a target computer. Before you can deploy a clone
on a target computer, you must create it on a source computer. This task is part of Process of Cloning
a Siebel Installation on page 220.
To deploy a clone on a target computer

1
Determine your goals for the cloning operation that you are performing.
Verify that the clone was created on the source computer correctly for your purposes.
Log on to the server computer on which you will deploy the clone.
Install and configure the database client software on the target computer. Also create the data
source using the same name as on the source computer.
Create an installation directory on the target computer that corresponds to the installation
location on the source computer.
For example, you might create a directory like C:\siebel\8.1.1.11.0 or C:\siebel\8.2.2.4.0.
Copy the Siebel cloning utility and all of the relevant files to the target computer.
22 1
Cloning a Siebel Installation Properties Files Used in Cloning Operations
Copy one of the existing properties files, and edit the copy appropriately for your operation to
deploy a clone. Use a properties file that is similar to one of the following:
For an operation to deploy a clone for the Siebel Server, use a file that is similar to
windowstarget_ses.properties.
For an operation to deploy a clone for the Siebel Web Server Extension, use a file that is
similar to windowstarget_swse.properties.
For example, the properties file must specify the location of the snapshot file that you are
deploying. Several other settings are required for deploying a clone to a target computer.
Validate that the snapshot file is located in a suitable location for the deployment operation that
you are performing. Copy the file to another location, if necessary.
NOTE: You might have created the snapshot file in a network location that is accessible to both
the source computer and the target computer. Or, you might have to copy the snapshot file to
another location, such as on the target computer, before you run the Siebel cloning utility to
deploy the clone.
10 Enter a command like the following to run the Siebel cloning utility:
clone.bat -p properties_file
In this command, properties_file is the name of the properties file that you prepared for this
operation.
11 When the operation is complete, validate the creation of a valid installation as a result of
deploying the clone. Also review the command output to confirm that the operation completed
successfully without any errors.
12 Perform any additional tasks that are necessary to set up the deployed clone to function as a
valid installation.
For example, if you cloned an installation of Siebel Web Server Extension, then you must run the
SWSE Configuration Wizard to complete the configuration of the target instance.
Properties Files Used in Cloning

Operations
Table 18 on page 223 lists several properties files that are provided for use with the Siebel cloning
utility. Before you perform a cloning operation, copy an existing properties file, such as one of the
following files, and edit the copy appropriately for your operation to create or deploy a clone.
TIP: Retain the original properties files, and do not modify them. Edit only copies of the properties
files for use in your cloning operations. You can also save multiple versions of any file with some of
the settings that you typically use, to serve as templates for future use.
222
Cloning a Siebel Installation Properties File Settings for Cloning an Installation
Table 18.
Siebel Cloning Utility Properties Files
File Name
Operating
System
Cloning
Operation
Installable Module
windowssource_ses.properties
Windows
Clone
Siebel Enterprise Server
windowstarget_ses.properties
Windows
Deploy
windowssource_swse.properties
Windows
Clone
Siebel Web Server

Extension
windowstarget_swse.properties
Windows
Deploy
Siebel Web Server

Extension
Related Topics
Properties File Settings for Cloning an

Installation
Table 19 on page 224 describes the possible settings in the properties files for different cloning
operations and provides some usage information. The properties files themselves also provide basic
usage information. Different settings apply depending on the particulars of your cloning operation,
such as whether you are creating or deploying a clone, cloning the Siebel Server or the Siebel Web
Server Extension, using Microsoft Windows or UNIX, creating or deploying a full clone or a delta
clone, and so on.
22 3
Table 19.
Settings in the Siebel Cloning Utility Properties File
Setting
Cloning Operation
Description
Product
Creating a clone
The possible values are:
Deploying a clone
ses. Creates or deploys a clone of the

swse. Creates or deploys a clone of the

This setting cannot be null. It is predefined

in the properties files provided with the
The properties files for cloning the Siebel
Enterprise Server include ses in the file
name. The properties files for cloning the
SWSE include swse in the file name.
Mode
Creating a clone
(which uses the
value clone)
Deploying a clone
(which uses the
value deploy)
clone. Creates a clone (that is, a

snapshot file) on a source computer.
deploy. Deploys a clone on a target

computer, using a previously created
snapshot file.

in the properties files provided with the
The properties files for creating a clone
include source in the file name. The
properties files for deploying a clone include
target in the file name.
Type
Creating a clone
Deploying a clone
full. Creates or deploys a full clone,

using a complete snapshot file.
delta. Creates or deploys a partial

(delta) clone, using a delta snapshot
file.

as full in the properties files provided with
the Siebel cloning utility.
Source Location
224
Creating a clone
The location of the source instance for

which you are creating a clone. This setting
cannot be null.
Table 19.
Setting
Cloning Operation
Description
Target Location
Deploying a clone
The location of the target instance where

you are deploying a clone. This setting
cannot be null. The value must be the same
as the location of the source instance.
Snapshot Location
Creating a clone
The location of the snapshot file that you

are creating or deploying. This setting
cannot be null.
Deploying a clone
Zip FileName
Creating a clone
Deploying a clone
The name of the snapshot file, including the

file extension, that will be created in the
snapshot location or that will be deployed
from the snapshot location. This setting
cannot be null.
For Siebel Enterprise Server, an example
file name is sessnapshot.zip. For SWSE, an
example file name is swsesnapshot.zip.
Delta Zip FileName
Creating a clone
(creating a delta
clone only)
Deploying a clone
(deploying a delta
clone only)
The name of the delta snapshot file,

including the file extension, that will be
created in the snapshot location or that will
be deployed from the snapshot location.
This setting cannot be null for an operation
to create or deploy a delta clone (that is, an
operation of type delta).
Exclude File List
Creating a clone
A comma-separated list of files in the

source instance that will be excluded when
you create a clone. You can use wildcards.
For each file that you specify, you must
include the full path.
Source Host Name
Creating a clone (for

Siebel Enterprise
Server only)
The host name of the source computer for

which you are creating a clone. This setting
cannot be null.
Target Host Name
Deploying a clone
The host name of the target computer on

which you are deploying a clone. This
setting cannot be null.
Target Gateway Server Host

Name
Deploying a clone
(for Siebel Enterprise
Server only)
The host name of the computer hosting the

Siebel Gateway Name Server for the target
instance.
22 5
Table 19.
Setting
Cloning Operation
Description
Gateway Port

Siebel Enterprise
Server only)
The port number of the Siebel Gateway

Name Server for the source instance or
target instance.
Deploying a clone
Server only)
Language

Siebel Enterprise
Server only)
Deploying a clone
Server only)
UserName

Siebel Enterprise
Server only)
Deploying a clone
Server only)
Password

Siebel Enterprise
Server only)
The language code (such as RUS for

Russian) for the primary language for the
source instance or target instance. You
must use the same setting for creating and
for deploying a clone. This setting cannot be
null.
The name of the Siebel Administrator user
who will access the source instance or
target instance, such as SADMIN. This
setting cannot be null.
The password for the Siebel Administrator

user. This setting cannot be null.
Deploying a clone
Server only)
Source Enterprise Name

Siebel Enterprise
Server only)
The name of the Siebel Enterprise for the

source instance.
Specify the Siebel Enterprise name if you
are exporting the Siebel Enterprise
configuration when you create the clone. Do
this if deploying the clone will also create a
new Siebel Gateway Name Server on the
target computer. To export the Siebel
Enterprise configuration, you also must
specify Export Enterprise = Y.
If no value is provided, then no Siebel
Enterprise configuration is exported when
you create the clone.
226
Table 19.
Setting
Cloning Operation
Description
Source Siebel Server Name

Siebel Enterprise
Server only)
The name of the Siebel Server for the

source instance.
Specify the Siebel Server name if you are
exporting the Siebel Server configuration
when you create the clone. This is the
expected usage case for cloning a Siebel
Server. To export the Siebel Server
configuration, you must specify Export
Siebel Server = Y.
If no value is provided, then no Siebel
Server configuration is exported when you
create the clone.
Export Enterprise

Siebel Enterprise
Server only)
Y. Exports the Siebel Enterprise

configuration when you create a clone.
This setting assumes that the Siebel
Enterprise has been defined for the
source instance and is specified using
Source Enterprise Name. The Siebel
Gateway Name Server must be running
when you create the clone.
N. Does not export the Siebel Enterprise

This setting cannot be null.

Export Siebel Server

Siebel Enterprise
Server only)
Y. Exports the Siebel Server

Server is running on the source instance
and is specified using Source Siebel
Server Name. The Siebel Gateway
Name Server must be running when you
create the clone.
N. Does not export the Siebel Server

22 7
Table 19.
Setting
Cloning Operation
Description
Target Enterprise Name
Deploying a clone
Server only)
The name of the Siebel Enterprise for the

target instance. This setting cannot be null.
If you exported the Siebel Enterprise
configuration when you created the clone,
then set Target Enterprise Name to match
the setting you used for Source Enterprise
Name. In this case, you are creating a new
Siebel Gateway Name Server on the target
computer. To import the Siebel Enterprise
configuration, you must specify Import
Enterprise = Y and set Create Gateway = Y.
If an existing Siebel Gateway Name Server
runs on a computer that is different from
the target computer, then specify the name
of an existing Siebel Enterprise and point to
an existing Siebel Gateway Name Server,
which must be running. In this case, you are
not creating the Siebel Gateway Name
Server on the target computer. You must set
Import Enterprise = N and Create Gateway
= N.
Target Siebel Server Name
Import Enterprise
Deploying a clone
Server only)
The name of the Siebel Server for the target

instance. This setting cannot be null.
Deploying a clone
Server only)
To import the Siebel Server configuration,

you also specify Import Siebel Server = Y.
Y. Imports the Siebel Enterprise

configuration when you deploy a clone.
Enterprise configuration was exported
when you created the clone. The Siebel
when you deploy the clone.
N. Does not import the Siebel

Enterprise configuration when you
deploy a clone.
228
Table 19.
Setting
Cloning Operation
Description
Import Siebel Server
Deploying a clone
Server only)
Y. Imports the Siebel Server

Server configuration was exported
when you created the clone. The Siebel
when you deploy the clone.
N. Does not import the Siebel Server


Create Gateway
Deploying a clone
Server only)
Y. Creates the Siebel Gateway Name

Server when you deploy a clone. The
Siebel Gateway Name Server is created
using the settings for Target Host Name,
Gateway Port, Username, and
Password.
N. Does not create the Siebel Gateway

Name Server when you deploy a clone.

Gateway.VersionString
Deploying a clone
Server only)
Specifies the version string for the Siebel

Gateway Name Server. Use this setting if
you are creating a new instance of Siebel
Gateway Name Server on the target
computer.
Gateway.UseDefault
Deploying a clone
Server only)
Use this setting if you are creating a new

instance of the Siebel Gateway Name
Server on the target computer.
Gateway.CreateDefault
Deploying a clone
Server only)
Use this setting if you are creating a new

instance of the Siebel Gateway Name
Server on the target computer.
Update SWSE
Deploying a clone
(for SWSE only)
Updates the Siebel Web Server Extension

configuration files (eapps.cfg and
eapps_sia.cfg) to include the target host
name. This setting must be Y.
22 9
Related Topics
230
10 Installing
and Configuring
Siebel Management Agents and
Siebel Management Server
This chapter explains how to configure Siebel Management Agents and install and configure Siebel
Management Server. Both new installations and patch installations are described. It includes the
following topics:
About Siebel Management Agent and Siebel Management Server on page 231
Process of Installing Siebel Management Server on page 232
Command-Line Options for the Siebel Management Server Installer on page 235
About Configuring Siebel Management Agents and Siebel Management Server on page 236
Process of Configuring Siebel Management Agents and Siebel Management Server on page 240
About Siebel Management Agent and

Siebel Management Agent and Siebel Management Server are infrastructure components that
support Siebel Application Deployment Manager (Siebel ADM). These infrastructure components
collectively are also referred to as the Siebel Management Framework.
Siebel Management Server must be installed only once, usually on a dedicated management station.
You can use the same Siebel Management Server with one or more Siebel Enterprises. Installed
instances of Siebel Management Agent communicate with Siebel Management Server. Siebel
Management Agent is automatically installed with each Siebel Server installation.
Before you configure Siebel Management Server after installation, you must install and configure at
least one instance of Siebel Management Agent. Ideally, you will already have installed and
configured all of the Siebel Servers and Siebel Management Agents.
The Siebel Management Server Configuration Wizard can register one or two Siebel Management
Agents with the Siebel Management Server. You can register additional Siebel Management Agents
by using the Perl scripts that are provided with the software. Executing the Perl scripts is required in
all of the configuration scenarios.
Related Books
Siebel Application Deployment Manager Guide
23 1
Installing and Configuring Siebel Management Agents and Siebel Management

Server Process of Installing Siebel Management Server
Process of Installing Siebel Management

Server
This process describes how to install Siebel Management Server on a Microsoft Windows server in a
Siebel Business Applications environment.
To install Siebel Management Server, perform the following tasks:
Installing Siebel Management Server as a New Installation on page 232
Installing Siebel Management Server as a Patch Installation on page 234
page 32
Related Topics
Requirements for Installing and Configuring Siebel Management Agents and Siebel Management
Server on page 325
Command-Line Options for the Siebel Management Server Installer on page 235
Installing Siebel Management Server as a New

Installation
Use the following procedure to install Siebel Management Server as a new installation for Siebel CRM
version 8.1.1 or version 8.2.2.
NOTE: Use this procedure only when Siebel Management Server is not already installed. After
performing this procedure, you must follow the steps in Installing Siebel Management Server as a
Patch Installation on page 234 to install the current release.
This topic is part of Process of Installing Siebel Management Server on page 232.
232

To install Siebel Management Server as a new installation

1
Review Requirements for Installing and Configuring Siebel Management Agents and Siebel
Log on to the Microsoft Windows server computer where you want to install Siebel Management
Server.
Siebel_Image\Windows\Server\Siebel_Management_Server.
In this path, Siebel_Image is the directory for your Siebel network image, such as:
C:\Siebel_Install_Image\8.1.1.0 or C:\Siebel_Install_Image\8.2.2.0.
(Microsoft Windows Server 2008 or Windows Server 2012) Before you run the installer
executable program (setup.exe) for Siebel Management Server for the first time, set the
compatibility mode to Windows Server 2003 (service pack 1).
Do this on each applicable computer where you install Siebel Management Server. For more
information about setting the compatibility mode, see Microsoft documentation.
Double-click setup.exe to start the Siebel Management Server installer for Siebel CRM version
8.1.1 or version 8.2.2.
The Siebel Management Server installer displays the Welcome screen.
Click Next to proceed.

A screen appears that asks you to specify the location where you install Siebel Management
Server.
Accept the default directory location proposed by the installer, or enter an alternative directory
to install Siebel Management Server, and then click Next.
The default installation directory is C:\sba81\mgmtsrvr or C:\sba82\mgmtsrvr.
NOTE: The installation directory location must not contain spaces; underscores are allowed.
The installer displays the location into which it will install the Siebel Management Server, and
displays the disk space required for the installation.
Review the information, and take the appropriate action:
If the information is incorrect, then click Back to correct the installation location.
If the information is correct, then click Next.
The installer wizard starts the installation of Siebel Management Server.
Click Finish to close the installer wizard.
10 After installation is complete, review the installer log file to make sure that no errors occurred
during the installation.
The installer writes output to a log file, log.txt, which is stored in the Siebel Management Server
installation directory.
For information about configuring Siebel Management Server after installing it, see Process of
Configuring Siebel Management Agents and Siebel Management Server on page 240.
23 3

Installing Siebel Management Server as a Patch

Installation
Use the following procedure to install Siebel Management Server as a patch installation for the
current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4. You install the software as a patch
release on top of an existing installation of Siebel CRM version 8.1.1 or 8.1.1.x, or Siebel CRM version
8.2.2 or 8.2.2.x.
NOTE: Use this procedure only when an earlier version of Siebel Management Server is already
installed. Otherwise, you must follow the steps in Installing Siebel Management Server as a New
Installation on page 232 before you can perform this procedure.
NOTE: Before you perform this procedure, you must have installed Siebel Enterprise Server as a
migration installation, for any instance where you are running Siebel Management Agent. For more
information, see Installing Siebel Enterprise Server as a Migration Installation on page 46.
This topic is part of Process of Installing Siebel Management Server on page 232.
To install Siebel Management Server as a patch installation

1
Stop the Siebel Management Server service.
Siebel_Image\Windows\Server\Siebel_Management_Server.
(Microsoft Windows Server 2008 or Windows Server 2012) Before you run the installer
executable program (setup.exe) for Siebel Management Server for the first time, set the
compatibility mode to Windows Server 2003 (service pack 1).
Do this on each applicable computer where you install Siebel Management Server. For more
information about setting the compatibility mode, see Microsoft documentation.
Double-click setup.exe to start the Siebel Management Server installer for Siebel CRM version
8.1.1.x or version 8.2.2.x.
The Siebel Management Server installer displays the Welcome screen.
Click Next.
Select an instance of Siebel CRM version 8.1.1 or 8.1.1.x or Siebel CRM version 8.2.2 or 8.2.2.x
to patch, from the list of detected Siebel installations, and then click Next.
Follow all of the prompts to complete the installation of Siebel CRM version 8.1.1.x or version
8.2.2.x.
Restart the Siebel Management Server service.

NOTE: After you restart Siebel Management Server, it automatically reconnects to each instance
of Siebel Management Agent. Newly patched instances of Siebel Management Agent are not
operational until Siebel Management Server has also been patched.
234

Server Command-Line Options for the Siebel Management Server Installer
Repeat these steps on each computer with a Siebel Management Server installation to be
patched. (In most deployments, only one instance is installed.)
Command-Line Options for the Siebel

Management Server Installer
You can run the installer program for Siebel Management Server at the command line with any of
several flags optionally appended to the installer command.
Use any of the following flags optionally appended to the Siebel Management Server installer
command:
-is:log logfile
In this command option, logfile is the full path name and the name of a log file to be generated
(for example, C:\temp\mgmtsrvr.log).
This flag generates an additional log file. The logging information in the file is limited to
initialization errors. Use this flag for debugging or for troubleshooting when you cannot invoke
the installer.
NOTE: The default log file that records status errors during the installation is created in the
MGMTSRVR_INSTALL directory.
-is:javaconsole -console
This flag generates a script-type (non-GUI) user interface called console mode. This method is
most useful when installing or configuring over a WAN or VPN, or where the text display of
console mode is preferable to GUI mode for other reasons.
-is:tempdir temp_directory_location
This flag directs the installer to the location to use for temporary installation-related files. If the
default directory is not suitable or does not have the required free space, then you can designate
another location. For more information, see Managing Temporary Disk Space Required by Siebel
Installers and Wizards on page 289.
-args RECORD=path_to_installation_response_file
This flag runs the installer in record mode. Record mode does not perform an installation, but
rather it generates a siebel.ini file that includes changes based on inputs made during the
installer session.
You use this siebel.ini file as part of an unattended installation, as follows:
After you create a siebel.ini file using record mode, place the file in the directory where the
Siebel Management Server installer program is located so it will be read by the installer when
you start it. Always back up your original siebel.ini file before replacing it with a new file.
23 5

Server About Configuring Siebel Management Agents and Siebel Management Server
Alternatively, you can place the new siebel.ini file in some other location, and run the installer
using the -args SS_SETUP_INI argument to point to the location of the file that you created
using record mode.
When you run the installer in record mode, validations are performed as if the installer were
running in live mode (normal installation). It is strongly recommended that you run the installer
on a computer that has similar resources and configuration settings as the target computer on
which the installation will be performed.
NOTE: There must be no spaces before and after the equals sign in the command.
-args SS_SETUP_INI=path_to_installation_response_file
This flag runs the installer using a siebel.ini file at a location that you designate. If this option is
not used, then the installer uses the siebel.ini file located in the same directory where the Siebel
Management Server installer program is located. The installer session will be governed by the
settings in this siebel.ini file.
NOTE: There must be no spaces before and after the equals sign in the command.
Related Topics
About Configuring Siebel Management

Agents and Siebel Management Server
This topic provides background information about configuring Siebel Management Agents and Siebel
Management Server.
Related Topics
Server on page 325
Appendix B, Siebel Configuration Wizard Reference
236

Siebel Enterprise and Siebel Gateway Name Server

When you are configuring an instance of Siebel Management Server for use with Siebel Application
Deployment Manager (Siebel ADM), the Siebel Enterprise and Siebel Gateway Name Server that you
specify during configuration must be those for the target environment (not the source environment)
for any data migration operations that you will be performing. See also Siebel Application
Deployment Manager Guide.
NOTE: It is possible to configure Siebel Management Server to support multiple Siebel Enterprises.
It is recommended that you keep configuration as simple as possible for a deployment of this type.
For example, where a Siebel user is specified during configuration, specifying a standard Siebel
administrator account, such as SADMIN, simplifies the overall deployment.
Secure Sockets Layer

Configuring Siebel Management Agents and Siebel Management Server includes steps for specifying
Secure Sockets Layer (SSL) encryption for communications between components. Before
configuring, review topics about SSL encryption in Siebel Security Guide.
Default Port Numbers for the Siebel Management Framework

The following port numbers are used by default by components of the Siebel Management
Framework:
Siebel Management Agent: port 1199 (RMI registry)
Siebel Management Server: port 1099 (RMI registry)
If you are using nondefault port numbers, then you can specify the correct port numbers in the
Configuration Wizard for Siebel Management Agent or Siebel Management Server.
As noted in Using Perl Scripts to Finish Configuring Siebel Management Agents and Siebel Management
Server on page 248, an intermediate file output by a Perl script assumes the default Siebel
Management Agent port number of 1199. Update this file as necessary to reference the correct port
number.
Anticipate whether you might have port number conflicts with other components on individual
computers and take steps to avoid conflicts. For example, the Siebel Charts server also uses port
1099. For more information, see Installing Siebel Charts on page 252.
Siebel Management Server uses Apache Tomcat internally. If this Siebel module and another product
using Apache Tomcat are installed on the same computer, then you might encounter port conflicts.
If necessary, edit the file server.xml to specify unique port numbers. For Siebel Management Server,
this file is located in the tomcat\conf subdirectory of the installation directory. Port 8005 is used for
Tomcat shutdown.
To change the port number
Open the file server.xml, and modify this line:

<Server port="8005" shutdown="SHUTDOWN">
23 7

Requirements for the Siebel ADM Package Directory

Note the following requirements for the Siebel ADM package directory. This directory stores packages
before deployment in the target environment. You specify the default location while configuring
Siebel Management Server.
The directory that you are specifying as the default location must already exist before you
configure Siebel Management Server. The Siebel Management Server Configuration Wizard does
not create this directory.
Users who deploy ADM packages must have read and write permissions in this directory.
The directory must be a shared network resource that is available to the Siebel Management
Server and to Siebel Management Agents on all of the Siebel Server computers.
For deployments using only Siebel Servers on Microsoft Windows, set a value with a fully
qualified path, as in this example:
\\ComputerName\packages
For deployments using one or more Siebel Server on a Windows server computer and one or
more Siebel Server on a UNIX server computer, set a value with two fully qualified paths (one
for Windows and one for UNIX), separated by a semicolon, as in this example:
\\ComputerName\packages;/mnt/packages
NOTE: Siebel Management Server is supported only on Microsoft Windows, while Siebel
Management Agent and Siebel Server are supported on both Windows and UNIX operating
systems. The paths defined in the setting of ADM_PACK_LOC must specify the same location as
it would be accessed from servers on both Windows and UNIX.
After you run the Siebel Management Server Configuration Wizard and run the admconfig.pl
script, the value that you specify is stored in the batch file deploy_enterprise_name.bat as the
value of the parameter ADM_PACK_LOC. This file is created in the Siebel Management Server
installation directory: MgmtSrvrInstallDir\pref\system. For more information about this file,
see Using Perl Scripts to Finish Configuring Siebel Management Agents and Siebel Management
Server on page 248.
For information about how to use the file deploy_enterprise_name.bat and about the task for
configuring the ADM enterprise profile, see Siebel Application Deployment Manager Guide.
For deployments in which Siebel Management Agent is installed on one or more UNIX computers,
a cross-platform networking tool such as Samba might be required to help provide access to the
ADM package directory and to the Siebel Management Server on Windows.
Perl Scripts for Configuring Siebel Management Agent and Siebel

Management Server
A series of Perl scripts is provided with Siebel Business Applications as a mandatory part of
configuring Siebel Management Agent and Siebel Management Server for use with Siebel ADM. The
execution tasks are described in Using Perl Scripts to Finish Configuring Siebel Management Agents
and Siebel Management Server on page 248.
238

The Perl scripts provided are:
getservers.pl. This script is provided with both Siebel Management Agent and Siebel
Management Server.
makeagentconfig.pl. This script is provided with both Siebel Management Agent and Siebel
Management Server.
admconfig.pl. This script is provided with Siebel Management Server only.
Location of the Perl Scripts

On Siebel Management Agent, the Perl scripts (getservers.pl and makeagentconfig.pl only) are
located in:
MgmtAgentInstallDir\bin
In this path, MgmtAgentInstallDir is the Siebel Management Agent installation directory, such as
C:\siebel\8.1.1.11.0\ses\siebsrvr\mgmtagent or
C:\siebel\8.2.2.4.0\ses\siebsrvr\mgmtagent (on Windows) or /siebel/8.1.1.11.0/ses/
siebsrvr/mgmtagent or /siebel/8.2.2.4.0/ses/siebsrvr/mgmtagent (on UNIX).
On Siebel Management Server, the Perl scripts (getservers.pl, makeagentconfig.pl, and
admconfig.pl) are located in:
MgmtSrvrInstallDir\bin
In this path, MgmtSrvrInstallDir is the Siebel Management Server installation directory, such as
C:\sba81\mgmtsrvr or C:\sba82\mgmtsrvr (on Windows only).
Requirements for Executing the Perl Scripts

Review the following requirements for executing the Perl scripts:
The Siebel Server, Siebel Management Agent, and Siebel Management Server must be up and
running, and the Siebel ADM server components must be enabled and running.
Use the minimum supported version of Perl, as noted in the Certifications tab on My Oracle
Support.
Execute the Perl scripts getservers.pl and makeagentconfig.pl on a computer on which you have
installed a Siebel Server because these scripts have to run srvrmgr.
In general, this topic assumes that you execute these Perl scripts on a computer where you have
installed both Siebel Server and Siebel Management Agent. By contrast, you execute the script
admconfig.pl on a computer where you have installed Siebel Management Server.
What the Perl Scripts Do

Executing getservers.pl and makeagentconfig.pl invokes the srvrmgr executable program to retrieve
information from the Siebel Gateway Name Server about installed Siebel Servers and Siebel
Management Agents. Executing the Perl scripts generates XML files containing data needed by Siebel
Management Server, which registers all of the Siebel Management Agents with the Siebel
Management Server.
23 9

Server Process of Configuring Siebel Management Agents and Siebel Management Server
You execute admconfig.pl on the Siebel Management Server computer after executing the scripts
getservers.pl and makeagentconfig.pl. The admconfig.pl script generates the files
deploy_enterprise_name.bat and entprofile_enterprise_name.xml. In these file names,
enterprise_name is the name of the Siebel Enterprise.
After verifying or updating port numbers in these files, you then copy the XML files to the Siebel
Management Server (updating existing files).
Execute the Perl scripts additional times in the following cases:
If you add more Siebel Servers with Siebel Management Agents later. These instances of Siebel
Management Agent must be registered with the Siebel Management Server.
If your Siebel Management Server must work with more than one Siebel Enterprise, such as if
Siebel ADM must support multiple Siebel Enterprises.
If multiple instances of Siebel Management Servers are required for any reason. (For two or more
Siebel Enterprises with the same name, you must install a separate instance of Siebel
Management Server for each unique Siebel Enterprise name.)
Process of Configuring Siebel

Management Agents and Siebel
Management Server
To configure Siebel Management Agents and Siebel Management Server, perform the following tasks:
Configuring Siebel Management Agents on page 241
Configuring Siebel Management Server on page 243

Part of this task means registering each Siebel Management Agent with the Siebel Management
Server. You can register up to two instances of Siebel Management Agent in the Siebel Enterprise
using the Siebel Management Server Configuration Wizard.
Using Perl Scripts to Finish Configuring Siebel Management Agents and Siebel Management Server
on page 248
Execute Perl scripts to register additional instances of Siebel Management Agent, to register
Siebel Management Agents for additional Siebel Enterprises.
Restarting Siebel Management Server After Installation and Configuration on page 250
You perform these configuration tasks after installing Siebel Management Server.
Related Topics
Server on page 325
240

Configuring Siebel Management Agents

This topic describes how you configure the Siebel Management Agents after installation. You
configure each instance using the Siebel Management Agent Configuration Wizard.
NOTE: On Microsoft Windows, if you are using database authentication, then, in order to select the
Configuration Wizard option to start the Siebel Management Agent immediately, you must have
already installed the Siebel database schema and seed data. For more information about performing
these tasks, see Chapter 5, Installing the Siebel Database on the RDBMS.
This task is a step in Process of Configuring Siebel Management Agents and Siebel Management
Server on page 240.
To configure Siebel Management Agents

1
Review About Configuring Siebel Management Agents and Siebel Management Server on page 236
and Requirements for Installing and Configuring Siebel Management Agents and Siebel
Start the Siebel Management Agent Configuration Wizard.

A screen appears that requests the account details of the Siebel user who accesses Siebel
Management Agent.
Enter the Siebel user name and password, confirm the password, and then click Next.
Specify a Siebel administrator user, such as SADMIN.
The wizard requests the location of the Java Runtime Environment (JRE) home directory.
Click Browse to navigate to the JRE home directory. Select the directory, and click Next.
The wizard displays a check box that allows you to enable RC2 encryption for the Siebel user
account that you specified in Step 3 on page 241. By default, the check box is clear. For more
information about RC2 encryption, see Siebel Security Guide.
Take the appropriate action:
To enable RC2 encryption of the Siebel users password, select the check box, and click Next.
Specify the full path to the RC2 key file.
To leave the Siebel users password encoded in base64 Content-Transfer-Encoding, leave the
check box clear, and click Next.
The wizard requests the port number for the RMI Registry. Requests to connect to this Siebel
Management Agent use this port number (default 1199).
Enter the port number for the RMI Registry, or accept the default, and then click Next.
The wizard requests the type of authentication to deploy for Siebel Management Agent. You must
select the same type of authentication for both Siebel Management Server and any Siebel
Management Agents that connect to this Siebel Management Server. For more information about
authentication types, see Siebel Security Guide.
24 1

Select the type of authentication. Do one of the following, and click Next:
If you selected LDAP or Database, then go to Step 8 on page 242, and specify the path to the
security adapter file. Use one of these options for production deployments.
If you selected None, then go to Step 9 on page 242. This option is not suitable for production
deployments.
NOTE: Selecting None allows the user specified in Step 3 on page 241 to perform Siebel ADM
deployment operations without any other authentication.
Specify the path to the security adapter file (located in the bin subdirectory of the Siebel
Management Agent installation directory), and click Next.
For LDAP, specify the file secadp.cfg.
For database authentication, specify the file odbcsecadp.cfg.
The wizard asks if you want to deploy the Secure Sockets Layer (SSL) protocol for Siebel
Management Agent. For more information about SSL, see Siebel Security Guide.
To deploy with SSL, select the SSL radio button, and click Next. Go to the next step.
For more information about configuring SSL for Siebel Management Agent and Siebel
Management Server, see Siebel Security Guide.
To deploy without using SSL, select the NoSSL radio button, and click Next. On Windows, go
to Step 14 on page 243. On UNIX, go to Step 16 on page 243.
To deploy for local communications only (with no SSL between different computers), select
the LoopBack radio button, and click Next. Go to Step 14 on page 243.
This option binds to a loopback address and accepts connections only from the same
computer. You can use this option when Siebel Management Agent and Siebel Management
Server are installed on the same Windows computer.
10 Take the appropriate action:
To use the SSL protocol for communications from the client, select Client, and click Next. (The
client in this context is the Siebel Management Server.) The wizard requests the Private Key
File Name and Private Key File Password. Go to Step 12 on page 243.
To use the SSL protocol for communications in both directions (between the Siebel
Management Server and the Siebel Management Agents), select Dual, and click Next. The
wizard requests the name of the SSL provider.
To use the SSL protocol for communications from the server, select Server, and click Next.
(The server in this context is the Siebel Management Agent.) The wizard requests the name
of the SSL provider.
11 For Dual or Server configuration, specify the name of the SSL encryption provider, and click Next.
Specify one of the following:
JSSENoStubProviderWrapper
RSAProviderWrapper
242

SunJSSEProviderWrapper
For more information about these options, see Siebel Security Guide.
The wizard requests the Private Key File Name and Private Key File Password.
12 Enter values for the Private Key File Name and Private Key File Password, and click Next.
The wizard requests the name of the Truststore file.
13 Enter the name of the Truststore file, and click Next:
On Microsoft Windows, go to the next step.
On UNIX, go to Step 16 on page 243.
14 Enter the Windows User Account and the Windows User Account Password, confirm the password,
and then click Next.
The wizard asks if you want to start Siebel Management Agent.
To start Siebel Management Agent when configuration completes, select the check box, and
click Next.
NOTE: On Microsoft Windows, if you are using database authentication, then, in order to
select this option, you must have already installed the Siebel database schema and seed
data. For more information about performing these tasks, see Chapter 5, Installing the Siebel
To start Siebel Management Agent at a later time, leave the check box clear, and click Next.
The wizard summarizes the selections that you have made.
16 Review this information, and take the appropriate action:
If the information is correct, then click Next to complete the configuration. A dialog box
appears that asks if you want to execute the configuration. Go to the next step.
If the information is incorrect, then click Back to return to the parameter that you want to
modify.
17 Click OK to execute the configuration, and complete the configuration of the Siebel Management
Agent.
After you have configured all of the Siebel Management Agents, do one of the following:
To install Siebel Management Server (if it is not yet installed), go to Process of Installing
Siebel Management Server on page 232.
To configure Siebel Management Server (if it is already installed), go to Configuring Siebel

Configuring Siebel Management Server

This topic describes how you configure Siebel Management Server after installation. You configure
using the Siebel Management Server Configuration Wizard.
24 3

In general, this topic assumes that you configure Siebel Management Server immediately after you
install it. When you configure the Siebel Management Server, you are also registering one or two
Siebel Management Agents with the Siebel Management Server.
Installation of Siebel Management Server is described in Process of Installing Siebel Management
Server on page 232.
NOTE: If you are using database authentication, then, in order to select the Configuration Wizard
option to start the Siebel Management Server immediately, you must have already installed the
Siebel database schema and seed data. For more information about performing these tasks, see
Chapter 5, Installing the Siebel Database on the RDBMS.
Server on page 240.
To configure Siebel Management Server

1
Review About Configuring Siebel Management Agents and Siebel Management Server on page 236
and Requirements for Installing and Configuring Siebel Management Agents and Siebel
Start the Siebel Management Server Configuration Wizard.

The wizard requests the name of the Siebel Enterprise for which you will be using Siebel
Management Server.
Enter the name of the Siebel Enterprise, and click Next.

The wizard requests the name of the computer that hosts the Siebel Gateway Name Server. It
also requests the port number (default 2320) on which the Siebel Gateway Name Server listens
for requests.
Enter the name of the computer that hosts the Siebel Gateway Name Server and its port number,
and click Next.
NOTE: Make sure that the Siebel Gateway Name Server is running.
The wizard requests the account details of the Siebel user who administers the Siebel
Management Server.
Enter the Siebel user name and password, confirm the password, and then click Next.
Specify a Siebel administrator user, such as SADMIN.
The wizard displays a check box that allows you to enable RC2 encryption for the Siebel user
account that you specified in Step 5 on page 244. By default, the check box is clear. For more
information about RC2 encryption, see Siebel Security Guide.
To enable RC2 encryption of the Siebel users password, select the check box, and click Next.
Specify the full path to the RC2 key file.
To leave the Siebel users password in base64 Content-Transfer-Encoding, leave the check
box clear, and click Next.
244

The wizard requests the port number for the RMI Registry. The RMI Registry port number (default
1099) is the port number where Siebel Management Server listens for requests.
Enter the port number for the RMI Registry or accept the default, and then click Next.
The wizard requests the location of the Java Runtime Environment (JRE) home directory.
Click Browse to navigate to the JRE home directory. Select the directory, and click Next.
The wizard requests the type of authentication to deploy for Siebel Management Server. You must
select the same type of authentication for both Siebel Management Server and any Siebel
Management Agents that connect to this Siebel Management Server. For more information about
the authentication types, see Siebel Security Guide.
Select the type of authentication. Do one of the following, and click Next:
If you selected LDAP or Database, then go to Step 10 on page 245, and specify the path to
the security adapter file. Use one of these options for production deployments.
If you selected None, then go to Step 11 on page 245. This option is not suitable for
production deployments.
NOTE: Selecting None allows the user specified in Step 5 on page 244 to perform Siebel ADM
deployment operations without any other authentication.
10 Specify the path to the security adapter file (located in the bin subdirectory of the Siebel
Management Server installation directory). Do one of the following, and click Next:
For LDAP, specify the file secadp.cfg.
For database authentication, specify the file odbcsecadp.cfg.
The wizard asks if you want to deploy the Secure Sockets Layer (SSL) protocol for the Siebel
Management Server. For more information about SSL, see Siebel Security Guide.
To deploy with SSL, select the SSL radio button, and click Next. Go to the next step.
For more information about configuring SSL for Siebel Management Agent and Siebel
Management Server, see Siebel Security Guide.
To deploy without using SSL, select the NoSSL radio button, and click Next. Go to Step 16 on
page 246.
To deploy for local communications only (with no SSL between different computers), select
the LoopBack radio button, and click Next. Go to Step 16 on page 246.
This option binds to a loopback address and accepts connections only from the same
computer. You can use this option when Siebel Management Agent and Siebel Management
Server are installed on the same computer (which applies only on Windows).
To use the SSL protocol for communications from the client, select Client, and click Next. (The
client in this context is the Siebel Management Server.) The wizard requests the Private Key
File Name and Private Key File Password. Go to Step 15 on page 246.
24 5

To use the SSL protocol for communications in both directions (between the Siebel
Management Server and the Siebel Management Agents), select Dual, and click Next. The
wizard requests the name of the SSL provider.
To use the SSL protocol for communications from the server, select Server, and click Next.
(The server in this context is the Siebel Management Agent.) The wizard requests the name
of the SSL provider.
13 For Dual or Server configuration, specify the name of the SSL encryption provider, and click Next.
Specify one of the following:
JSSENoStubProviderWrapper
RSAProviderWrapper
SunJSSEProviderWrapper
For more information about these options, see Siebel Security Guide.
The wizard requests the Private Key File Name and Private Key File Password.
14 Enter values for the Private Key File Name and Private Key File Password, and click Next.
The wizard requests the name of the Truststore file.
15 Enter the name of the Truststore file, and click Next.

The wizard requests the Microsoft Windows account details for the computer that hosts Siebel
Management Server.
16 Enter the Windows User Account and the Windows User Account Password, confirm the password,
and then click Next.
The wizard requests the default location of the Siebel ADM package directory, which is the
directory that stores packages prior to deployment in the target environment.
17 Specify a value representing the default location of the Siebel ADM package directory, and click
Next.
The wizard requests the host name and port number (default 1199) of the computer with the
first Siebel Management Agent that you want to register with the Siebel Management Server.
18 Enter the host name of the computer that hosts the monitored Siebel Server (where the first
Siebel Management Agent is installed) and the port number on which Siebel Management Agent
listens. Then click Next.
The wizard requests the name of the monitored Siebel Server.
19 Enter the name of the Siebel Server, and click Next.

The wizard asks you to select the type of monitored server.
To monitor a Siebel Server, select the Siebel Server check box, and click Next.
To monitor another type of server, select the Generic Server check box, and click Next. For
more information about this option, see Siebel Application Deployment Manager Guide.
246

The wizard asks if you want to register a second Siebel Management Agent with this Siebel
Management Server.
If you have two Siebel Servers with Siebel Management Agent and are registering the second
Siebel Management Agent, then select the check box, and click Next. Repeat Step 18 through
Step 20 to register the second Siebel Management Agent.
If you do not want to register a second Siebel Management Agent at this time, then clear the
check box, and click Next.
For example, clear the check box if you have only one Siebel Server with a Siebel
Management Agent, or if you have more than two Siebel Servers with Siebel Management
Agents. To register more than two Siebel Management Agents, you must run Perl scripts as
described in Using Perl Scripts to Finish Configuring Siebel Management Agents and Siebel
The wizard asks if you want to start Siebel Management Server.
To start Siebel Management Server when configuration is complete, select the check box, and
click Next.
NOTE: On Microsoft Windows, if you are using database authentication, then, in order to
select this option, you must have already installed the Siebel database schema and seed
data. For more information about performing these tasks, see Chapter 5, Installing the Siebel
To start Siebel Management Server at a later time, leave the check box clear, and click Next.
The wizard summarizes the selections that you have made.
23 Review this information, and take the appropriate action:
If the information is correct, then click Next to complete the configuration. A dialog box
appears that asks if you want to execute the configuration. Go to the next step.
If the information is incorrect, then click Back to return to the parameter that you have to
modify.
24 Click OK to execute the configuration, and complete the configuration of the Siebel Management
Server.
25 If you started the Siebel Management Server Configuration Wizard from the installer, then return
to Process of Installing Siebel Management Server on page 232 to complete the installation.
NOTE: After you have configured Siebel Management Server using the Configuration Wizard, go
to Using Perl Scripts to Finish Configuring Siebel Management Agents and Siebel Management
Server on page 248.
24 7

Using Perl Scripts to Finish Configuring Siebel

Management Agents and Siebel Management Server
This topic describes how to execute a series of Perl scripts provided with Siebel Business Applications.
These scripts are a mandatory part of configuring Siebel Management Agents and Siebel
Management Server for use with Siebel ADM. For more information about these Perl scripts, see Perl
Scripts for Configuring Siebel Management Agent and Siebel Management Server on page 238.
Before you execute these scripts, use the Siebel Management Agent Configuration Wizard to
configure each installed instance of Siebel Management Agent, as described in Configuring Siebel
Management Agents on page 241. Then use the Siebel Management Server Configuration Wizard to
configure the installed instance of Siebel Management Server and to register at least one installed
instance, and up to two installed instances, of Siebel Management Agent, as described in Configuring
Siebel Management Server on page 243.
Server on page 240.
Executing the getservers.pl and makeagentconfig.pl Scripts

Use this procedure to execute the Perl scripts getservers.pl and makeagentconfig.pl. Execute these
scripts on the Siebel Management Agent computer (where a Siebel Server is also installed). Review
this topic before you execute these scripts.
To execute the getservers.pl and makeagentconfig.pl scripts

1
Copy the file configuration.globals.xml from the Siebel Management Server installation to the
directory where you will execute the Perl scripts.
To execute the Perl scripts on the Siebel Management Agent computer, copy the file from
MgmtSrvrInstallDir\pref\system (on the Siebel Management Server computer) to
MgmtAgentInstallDir\bin (on the Siebel Management Agent computer).
Navigate to the directory MgmtAgentInstallDir\bin (on the Siebel Management Agent

computer).
Execute getservers.pl. From the command line, execute the following command:
perl getservers.pl g GatewayServerHostname:GatewayServerPortNumber -e
SiebelEnterpriseName -u SiebelUsername p SiebelUserPassword l
DeploymentLanguage
For example, you might enter a command like this for Siebel CRM version 8.1.1.11:
perl getservers.pl -g sdchs21n044:4330 -e sieb81 -u sadmin -p db2 -l enu
NOTE: Specifying the port number (and the preceding colon) is optional if the Siebel Gateway
Name Server uses the default port of 2320.
248

The following appears in the output window (in this example, sieb81 is the name of the Siebel
Enterprise):
Running SrvrMgr
Parsing output from SrvrMgr
Writing output to sieb81
Generating configuration globals XML file
Renaming configuration globals XML file
This command invokes srvrmgr and retrieves data from the Siebel Gateway Name Server, then
writes output to the configuration.globals.xml file and to a file named for the Siebel Enterprise,
such as sieb81 (do not rename this file).
(Optional) If the port number that you are using for Siebel Management Agent is not the default
of 1199, then you can edit the output file named for the Siebel Enterprise (such as sieb81) to
specify the correct port number. Or, if you do not edit this file, then you can edit the port number
for each Siebel Management Agent in a different file later in this procedure. See Step 8 on
page 249.
Execute makeagentconfig.pl. From the command line, execute the following command:
perl makeagentconfig.pl SiebelEnterpriseName
The following appears in the output window:
Writing configuration.agents.xml
Copy the following files to the directory MgmtSrvrInstallDir\pref\system (on the Siebel
Management Server computer):
configuration.globals.xml
configuration.agents.xml
sieb81 (in this example, sieb81 is the name of your Siebel Enterprise)
Open the file configuration.agents.xml and verify that it contains an entry key for each Siebel
Management Agent, in the following format:
<entry key=SiebelServerName
value=SiebelServerName:SiebelServer:SiebelEnterpriseName:service:jmx:rmi://
HostofAgent/jndi/rmi://HostofAgent:PortofAgent/jmx/siebel/agent />
For example, it might contain an entry similar to the following:
<entry key=SDCHS21N008
value=sdchs21n008:SiebelServer:sieb81:service:jmx:rmi://SDCHS21N008/jndi/rmi:/
/SDCHS21N008:1199/jmx/siebel/agent />
If necessary, update the Siebel Management Agent port numbers in configuration.agents.xml. Do

this if you are using nondefault port numbers and did not edit the intermediate output file to
change the port number, as described in Step 4 on page 249.
NOTE: Unless you performed Step 4 on page 249, the file configuration.agents.xml is generated
with the RMI registry port for Siebel Management Agents assumed as the default of 1199. If any
of the Siebel Management Agents use a port number other than 1199, then you must manually
edit the entries in this file to use the correct port numbers.
24 9

Executing the admconfig.pl Script

Use the following procedure to execute the Perl script admconfig.pl. Execute this script on the Siebel
Management Server computer, after executing the scripts getservers.pl and makeagentconfig.pl.
Review this topic before you execute admconfig.pl.
This script generates the files deploy_enterprise_name.bat and entprofile_enterprise_name.xml. In
these file names, enterprise_name is the name of the Siebel Enterprise.
To execute the admconfig.pl script

1
Log in to the computer where you are running Siebel Management Server.
Change to the MgmtSrvrInstallDir\pref\system directory.
Execute admconfig.pl. From the command line, execute the following command:
perl MgmtSrvrInstallDir\bin\admconfig.pl -e SiebelEnterpriseName -s
SCBrokerPortNumber -p ADMDefaultPackageLocation -r MgmtSrvrInstallDir
For example, on Windows you might enter a command like this for Siebel CRM version 8.1.1.11:
perl C:\sba81\mgmtsrvr\bin\admconfig.pl -e sieb81 -s 2321 -p
C:\sba81\mgmtsrvr\adm\packages -r C:\sba81\mgmtsrvr
The following information appears in the output window (in this command, sieb81 is the name
of the Siebel Enterprise):
Creating deploy_sieb81.bat
Creating entprofile_sieb81.xml
This example command creates the file deploy_sieb81.bat in the
MgmtSrvrInstallDir\pref\system directory and the file entprofile_sieb81.xml in the
MgmtSrvrInstallDir\adm directory.
See also About Configuring Siebel Management Agents and Siebel Management Server on
page 236.
Restarting Siebel Management Server After Installation

and Configuration
After configuring Siebel Management Server as described in previous topics, you must stop and
restart the Siebel Management Server.
For more information about performing this task, see Siebel System Administration Guide.
Server on page 240.
250
11 Installing Siebel Charts

This chapter describes how to install and configure Siebel Charts for use with Siebel Business
Applications. It includes the following topics:
About Installing Siebel Charts on page 251
Installing Siebel Charts on page 252
Configuring Siebel Charts on page 252
Changing the Siebel Charts Server Used by Siebel Web Clients on page 254
About Installing Siebel Charts

Siebel Charts, which uses the third-party product NetCharts Server from Visual Mining, provides
functionality for generating and displaying charts in Siebel Business Applications. Siebel Charts
configuration is part of installation. You specify configuration-related information in the installer
before files are copied to the target computer.
For general requirements, see Chapter 13, Requirements for Installing and Configuring Siebel Business
Applications. See also the NetCharts Server Installation Guide by Visual Mining, Inc., on the Siebel
Business Applications Third-Party Bookshelf in the product media pack on Oracle Software Delivery
Cloud.
You can install Siebel Charts on any server computer that your Siebel Servers can connect to through
HTTP. Typically, it is installed on a Siebel Server computer. If Siebel Charts is not installed on a Siebel
Server computer, then install it on the same subnet as the Siebel Servers. No additional license key
is required for Siebel Charts.
NOTE: This topic supplements the installation instructions provided by Visual Mining, Inc., which are
provided in the Siebel Business Applications Third-Party Bookshelf in the product media pack on
Oracle Software Delivery Cloud. It is not intended to replace them.
Default Ports Used by Siebel Charts

The Siebel Charts server requires that certain ports be available. If these ports are used by any other
application, then the Charts server will not start correctly. Siebel Charts uses the following ports by
default:
8001. This port is used by Web browsers connecting to the Siebel Charts server. This port is
specified during the installation and can be changed.
8002. This port is used for shutdown requests. The port that is used is the port number specified
during the installation plus one; by default, this is 8001 plus 1 (8002).
1099. This port is used for administration console access (using Java RMI).
25 1
Installing Siebel Charts Installing Siebel Charts
By default, port 1099 is also used by Siebel Management Server. If you are using both Siebel
Management Server and the Siebel Charts server, then you must either install them on different
computers or specify a different port number when you install and configure Siebel Management
Server. For more information about configuring Siebel Management Server, see Process of
Configuring Siebel Management Agents and Siebel Management Server on page 240.
Installing Siebel Charts

Siebel Charts software is installed with the Siebel Mobile Web Client and Developer Web Client. The
associated Windows service starts automatically when a chart is accessed within the Siebel Web
Client.
page 32
To install Siebel Charts

1
Review the information in About Installing Siebel Charts on page 251.
navigate to the directory where the installer is located. Navigate to
Siebel_Image\Windows\Server_Ancillary\Visual_Mining_Netcharts_Server\lang\windows.
where:
Siebel_Image is the directory for your version-specific Siebel network image, such as
C:\Siebel_Install_Image\8.1.1.0 or C:\Siebel_Install_Image\8.2.2.0.
lang is the three-letter code for the language of your Siebel Business Applications; for
example, enu for U.S. English.
To start the NetCharts Server installer, double-click NetChartsServer4.6SiebelEdition.exe.
As you proceed from screen to screen using the installer, accept all of the applicable defaults,
and accept all of the license agreements.
Restart your computer.
Configuring Siebel Charts

When you configure the Siebel Enterprise, you are prompted to set certain parameters related to
communications with the Siebel Charts server (NetCharts).
For instructions on installing and configuring the Siebel Enterprise, see Chapter 3, Installing Siebel
Enterprise Server Components and the Siebel Web Server Extension, and Chapter 4, Configuring Siebel
Enterprise Server Components and the Siebel Web Server Extension.
252
Installing Siebel Charts Configuring Siebel Charts
After installing Siebel Charts software, you must configure the Siebel Charts server.
To configure Siebel Charts

1
In Windows Explorer, navigate to your installation directory for Siebel Charts; for example:
C:\Program Files\Visual Mining\NetCharts Server 4.6 Siebel Edition\Server\
root\projects
Create a new subdirectory called Siebel.chart.
In the Siebel.chart subdirectory, create a new file, using Windows Notepad, and type the
following three characters in uppercase but without a carriage return:
CDL
Save the file as Siebel.cdx.
Specify a default font to be used by NetCharts if no font is defined for a chart or if the font defined
for the chart is not available on the server computer.
Make sure that the DefaultChartFont parameter in your configuration file and the Application
Default Chart Font parameter for your Application Object Manager component are set to a font
that is available on your computer. For some example font names, see Siebel Global Deployment
Guide.
NOTE: The NetCharts Server console provides tools that you can use to validate specific fonts
on your system, including any extension fonts that you might have loaded. From the Examples
link in the console, you can choose either Font Selection or I18N. Under Font Selection, you can
select your custom fonts, and specify any font to populate the text areas of your charts. Similarly,
under I18N, you can display the full map of characters available to the server. For each character
that is unavailable in a given font, a square box is displayed instead of the character.
If you are deploying Siebel Charts for use with languages other than U.S. English, then, in order
to display translated messages and to display chart text correctly (such as in the X and Y axis),
you must make the following change in the server.xml file provided with the NetCharts Server:
Navigate to the following subdirectory in your NetCharts Server installation directory; for
example:
C:\Program Files\Visual Mining\NetCharts Server 4.6 Siebel Edition\Server\conf
Open the file server.xml using a suitable editor.
In the section of the file with the tag <Parameter Name="Encoding">, change the Value
parameter from "" (null) to "UTF-8", so the section resembles the following:
<Parameter Name="Encoding" Value="UTF-8" Description="Sets the encoding used for
String to byte[] conversions. Unless you require a specific encoding other than
the platform default, leave this property disabled." Disabled="true"/>
Save the file.
25 3
Installing Siebel Charts Changing the Siebel Charts Server Used by Siebel Web Clients
Changing the Siebel Charts Server Used

by Siebel Web Clients
The installation script prompts for the Siebel Charts server location and provides the default value
of the localhost. You can change the Siebel Charts server specified for a Siebel Enterprise by using
the server administration user interface after you install Siebel Business Applications.
NOTE: Some Siebel Enterprise settings related to using charts can be set initially or modified using
the Siebel Configuration Wizard. For more information, see Configuring the Siebel Enterprise on
page 64.
To specify the Siebel Charts server for Siebel Web Clients (optional)
1
Log in as the Siebel administrator.
Navigate to the Administration - Server Configuration screen, then the Enterprises view.
Click the Profile Configuration view tab.
Select the named subsystem Server Datasource (ServerDataSrc).
In the Profile Parameters list at the bottom of the screen, set the value of the parameter
DSChartServer to indicate the host name of the computer where you are running the Siebel
Charts server and the port number.
This parameter specifies the Siebel Charts server connect string. Use the following format for the
parameter value:
Charts_server_hostname:port_number
You initially specify the Siebel Charts server connect string when you configure the Siebel Server,
as described in Chapter 4, Configuring Siebel Enterprise Server Components and the Siebel Web
Server Extension.
(Optional) Set the value of the parameter DSChartImageFormat to png (the default), jpg, or gif.
The value must be in lower case. You initially specify the chart image format when you configure
the Siebel Server, as described in Chapter 4, Configuring Siebel Enterprise Server Components and
the Siebel Web Server Extension.
NOTE: For a Siebel Mobile Web Client, set the equivalent parameter, ChartImageFormat, in the
configuration file for the Siebel application, such as uagent.cfg for Siebel Call Center.
254
12 Uninstalling
Siebel Business
Applications
This chapter provides instructions for uninstalling Siebel Business Applications. It includes the
following topics:
About Uninstalling Siebel Business Applications on page 255
Process of Removing Configuration Data on page 261
Uninstalling Siebel Enterprise Server or Siebel Web Server Extension on page 265
Uninstalling Siebel Web Clients on page 270
Uninstalling the Siebel Management Server on page 272
Uninstalling Siebel Charts on page 273
About Uninstalling Earlier Versions of Siebel Business Applications on page 274
About Uninstalling Siebel Business

Applications
The topics in this chapter describe how to uninstall the current release, Siebel CRM version 8.1.1.11
or version 8.2.2.4. Separate instructions are provided for server and client software modules. This
chapter describes both full uninstallation and rollback uninstallation:
Full uninstallation removes the installed Siebel software module.
Rollback uninstallation (also referred to as rollback or rolling back) uninstalls a Siebel CRM
release that you had installed as a patch release and reverts to the previously installed software
release, where applicable. With a rollback uninstallation, the release that you can revert to
depends on how you originally installed the Siebel CRM software module.
Uninstallation Options for Siebel Modules on page 256
Requirements for Uninstalling Siebel Business Applications on page 256
Limitations for Uninstalling Siebel Business Applications on page 259
Related Books
25 5
Uninstalling Siebel Business Applications About Uninstalling Siebel Business

Applications
Uninstallation Options for Siebel Modules

This topic summarizes the uninstallation options for the Siebel modules described in this guide.
This topic is part of About Uninstalling Siebel Business Applications on page 255.
For Siebel Enterprise Server and Siebel Web Server Extension (SWSE), the following uninstallation
options apply:
If you installed the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, as a new
installation, then you can perform a full uninstallation. Performing a rollback uninstallation is not
an option.
If you installed the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, as a patch
installation (migration installation), then you can perform a rollback uninstallation to revert to
your previously installed software version (such as Siebel CRM version 8.1.1 or 8.1.1.10, or
Siebel CRM version 8.2.2 or 8.2.2.3). You can also perform a full uninstallation.
CAUTION: Different rollback installation methods are provided for different situations. Make
sure to use the correct method for your situation.
For other Siebel modules, the following uninstallation options apply:
For Siebel Tools or Siebel Web Clients, you can either perform a full uninstallation or perform a
rollback uninstallation of the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, to
revert to your previously installed software version (such as Siebel CRM version 8.1.1 or
8.1.1.10, or Siebel CRM version 8.2.2 or 8.2.2.3).
For Siebel Sample Database, you can perform a full uninstallation of the current release, Siebel
CRM version 8.1.1.11 or version 8.2.2.4. Performing a rollback uninstallation is not an option.
(Before you install the current release as a new installation of Siebel Sample Database, you must
uninstall the existing installed Siebel Sample Database, if present.)
For Siebel Management Server, you can either perform a full uninstallation or perform a rollback
uninstallation of the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, to revert to
Siebel CRM version 8.1.1 or version 8.2.2.
Related Topics
Requirements for Uninstalling Siebel Business

Applications
Uninstallation of Siebel Business Applications software is subject to various requirements.
256

Applications
The following requirements apply to uninstalling Siebel Business Applications software:
Use documented methods. To successfully uninstall, you must use the supported methods
documented in this chapter and observe all of the requirements and limitations that apply for
uninstalling each module. Review this entire chapter before you uninstall any software.
Before a full uninstallation, you must remove configuration data. For Siebel Enterprise
Server components and Siebel Web Server Extension (SWSE) that were previously configured
using Siebel Configuration Wizards, you must perform wizard tasks to remove the configuration
data before you uninstall the Siebel software. For detailed information, see Process of Removing
Configuration Data on page 261.
You must have the required access. When you uninstall an instance of Siebel Enterprise
Server or Siebel Web Server Extension, you must either be the same user or be a user in the
same group as the user who performed the installation. This requirement applies to both full
uninstallation and rollback uninstallation.
Do not delete installation directories until you have performed a full uninstallation. Do
not delete the installation directories for any Siebel module until after you have performed a full
uninstallation of the module. After a full uninstallation has completed successfully, you might
have to restart your computer. Afterwards, you can safely delete the remaining directories. (Do
not delete any installation directories after you perform a rollback uninstallation.)
Siebel modules must use the same version after a rollback uninstallation. If you roll back
to the previously installed version for Siebel Enterprise Server and SWSE, then you must also
perform a similar rollback uninstallation for all of the other Siebel modules sharing the same
Siebel Enterprise and Siebel database. For more information about the features in the current
release and in prior releases, see the applicable Siebel Maintenance Release Guide on My Oracle
Support. After you roll back, then see earlier applicable versions of the Siebel Installation Guide
for the operating system you are using for information about the new current release level.
To perform a rollback uninstallation for Siebel Enterprise Server and SWSE, you must
have retained the previous installation. When you installed the current release, Siebel CRM
version 8.1.1.11 or version 8.2.2.4, as a migration installation, the existing installation directory
was renamed. You must retain this installation directory in order to be able to roll back to the
version that it represents. During a migration installation:
The original Siebel Enterprise Server installation directory is renamed from OriginalName to
OriginalName_pre8.1.1.11.0 or OriginalName_pre8.2.2.4.0. For example, if the original
directory name was ses, then this directory is renamed to ses_pre8.1.1.11.0 or
ses_pre8.2.2.4.0. (The new Siebel Enterprise Server installation directory is named
OriginalName, such as ses.)
The original SWSE installation directory is renamed from OriginalName to

OriginalName_pre8.1.1.11.0 or OriginalName_pre8.2.2.4.0. For example, if the original
directory name was sweapp, then this directory is renamed to sweapp_pre8.1.1.11.0 or
sweapp_pre8.2.2.4.0. (The new SWSE installation directory is named OriginalName, such
as sweapp.)
25 7

Applications
For Siebel Enterprise Server and SWSE, you must use the correct rollback uninstallation
method for your situation. Different rollback installation methods are provided for different
situations. You must use the correct method for your situation, as follows:
If you originally installed Siebel CRM version 8.1.1 (using the InstallShield installer) and are
now rolling back to Siebel CRM version 8.1.1 through version 8.1.1.7, then you must use the
Oracle Universal Installer uninstallation option to roll back the current version. (You must use
this method because it removes the defined Oracle home, which no longer applies after the
rollback in this case.)
If you are rolling back to Siebel CRM version 8.1.1.8 or later or Siebel CRM version 8.2.2 or
later, then you must use the manual steps to roll back the current version. (You must use
this method because it does not remove the defined Oracle home, which still applies after
the rollback in this case. If the Oracle home is removed, then the rollback process is
incomplete and your original installation cannot be used in its current state.)
After a rollback uninstallation, you must restore the Siebel Repository. New functionality
and bug fixes associated with the current release are no longer available after a rollback
uninstallation. After you roll back the current release, you must remove any configuration
changes and restore the Siebel Repository and the SRF files to the state when you first installed
current release.
NOTE: After you installed Siebel CRM version 8.1.1.11 or version 8.2.2.4 as a migration
installation, you would have used the Incremental Repository Merge feature to update the Siebel
Repository and to make other Siebel database changes. For more information about Incremental
Repository Merge, see Siebel Database Upgrade Guide.
After a rollback uninstallation, refer to earlier versions of the documentation. After you
roll back the current release, you must refer to the documentation that applies to the Siebel CRM
version that you revert to. For example, if you revert to Siebel CRM version 8.1.1.7, then for
information about your new effective version you must refer to version 8.1, Rev. A of the Siebel
Installation Guide for the operating system you are using. This version of the guide is available
from 1461732.1 (Article ID) on My Oracle Support. See also the applicable Siebel Maintenance
Release Guide on My Oracle Support.
After a rollback uninstallation, verify the software version. After a rollback uninstallation,
verify the version number of the installed software that you revert to. See the documentation
that applies to your new effective version. See also Verifying Installation for the Siebel Enterprise
Server on page 175 and related topics.
After a rollback uninstallation, configure Oracle Configuration Manager (if necessary).

If Oracle Configuration Manager was not configured before you performed a migration installation
of Siebel Enterprise Server, then, after a rollback to the original installation, you must configure
this instance of Oracle Configuration Manager manually in order for it to function properly. For
more information about Oracle Configuration Manager, see About Oracle Configuration Manager
on page 282.
Clustered nodes present special requirements. Clustered nodes present special

requirements that might change part of the installation and uninstallation process from what is
described in this guide.
258

Applications
The following recommendations apply to performing a full uninstallation:
Uninstall Database Configuration Utilities only after backing up files. Before you uninstall
an instance of Siebel Enterprise Server that includes the Database Configuration Utilities and
Siebel Server, it is strongly recommended that you back up relevant files, such as summary.html
and summary.txt in the DBSRVR_ROOT directory and the files in the log directory under
SIEBSRVR_ROOT.
Uninstall Database Configuration Utilities only after removing configuration data.

Before you uninstall an instance of Siebel Enterprise Server that includes the Database
Configuration Utilities and Siebel Server, it is strongly recommended that you first remove the
Siebel Enterprise configuration or the Siebel Gateway Name Server.
Related Topics
Related Books
Limitations for Uninstalling Siebel Business

Applications
Uninstallation of Siebel Business Applications software is subject to various limitations.
The following limitations apply to uninstalling Siebel Business Applications software:
You cannot selectively uninstall Siebel Enterprise Server components installed

together on the same computer. For example, if you have installed Siebel Gateway Name
Server and Siebel Server in the same Siebel Enterprise Server instance, then you cannot uninstall
Siebel Server by itself. If you do not want to use this Siebel Server, then you can remove
configuration data for this Siebel Server or disable the Siebel Server so that it does not run on
this server computer. For information about disabling Siebel Server components, see Siebel
System Administration Guide. See also Preparing to Run Siebel Server Components on page 111.
You cannot selectively uninstall Siebel language packs. If you have installed a particular
Siebel language pack but determine that it is not needed on that installation, then you can deploy
your applications using only the languages that you require. You cannot uninstall the Siebel
language pack.
25 9

Applications
If you have already deployed languages that you do not require, then you can remove and recreate a Siebel Server configuration with fewer deployed languages, or re-create an SWSE logical
profile with fewer deployed languages and reapply it to each installed SWSE instance.
Alternatively, you can disable unneeded language-specific Application Object Managers or other
components. For these tasks, you do not uninstall the Siebel software. For more information
about multilingual deployments, see About Installing and Deploying Siebel Business Applications
with Multiple Languages on page 120 and Siebel Global Deployment Guide.
Limitations might apply for previous versions that you roll back to. If you installed the
current release as a migration installation (patch installation) and are rolling it back, then you
can revert to the previously installed software version. After rolling back, however, you might not
be able to roll back again to an earlier release. For more information, see About Uninstalling
Earlier Versions of Siebel Business Applications on page 274.
This guide describes uninstalling the current version only. For information about
uninstalling any version prior to the current release (for example, uninstalling Siebel CRM version
8.1.1 or 8.1.1.10, or Siebel CRM version 8.2.2 or 8.2.2.3), see About Uninstalling Earlier Versions
of Siebel Business Applications on page 274.
This guide describes GUI uninstallation only. Topics in this chapter describe full
uninstallation by running Oracle Universal Installer in GUI mode. It is also possible to perform a
full uninstallation by using unattended mode, similar to the installation process described in
Installing Siebel Enterprise Server Components and Siebel Web Server Extension in Unattended
Mode on page 55.
This guide does not describe uninstalling Siebel Patchset releases. For information about
uninstalling a Siebel Patchset release, see the readme document for the Siebel Patchset.
Related Books
Related Topics
About Uninstalling Earlier Versions of Siebel Business Applications on page 274
Related Books
260
Uninstalling Siebel Business Applications Process of Removing Configuration Data
Process of Removing Configuration Data

This topic describes the tasks that you perform for removing the configuration data for the Siebel
Enterprise Server components and the Siebel Web Server Extension (SWSE). You perform these
tasks using the same Siebel Configuration Wizards that you used for configuration.
Removing configuration data is related to uninstalling the Siebel software, but it is distinct from it.
Before you uninstall Siebel Enterprise Server or SWSE, you must remove configuration data that was
previously created for these modules, using Configuration Wizard tasks for this purpose. Do not
perform tasks to remove configuration data where a module was not previously configured. In some
cases, you might choose to remove configuration data without uninstalling.
Perform the tasks for removing configuration data in the following order (the reverse of the order of
configuration):
Removing the SWSE Configuration on page 261
Removing the Siebel Server Configuration on page 262
Removing the SWSE Logical Profile on page 262
Removing the Siebel Enterprise Configuration on page 263
Removing the Siebel Gateway Name Server Configuration on page 264
For general information and procedures for starting the Siebel Configuration Wizards, see Chapter 4,
Configuring Siebel Enterprise Server Components and the Siebel Web Server Extension.

The SWSE Configuration Wizard removes the physical configuration from the SWSE. This task
removes the eapps.cfg file and removes the Siebel application virtual directories that were created
when you applied the SWSE logical profile. The virtual Web site containing the virtual directories is
not deleted. This task automatically stops and restarts the Web server.
NOTE: Alternatively, on Microsoft Windows with Microsoft IIS 7 or later, if you created the virtual
directories in a non-default virtual Web site, such as Siebel, then you can delete the virtual
directories by removing that virtual site. This action does not remove the eapps.cfg file. If you
installed Siebel Patchset 5 on top of the current release, then you can specify the name of the virtual
Web site that contains the virtual directories.
This task is a step in Process of Removing Configuration Data on page 261.
To remove the SWSE configuration

1
Choose the task Remove the SWSE Configuration, and click Next.
Specify the name of the virtual Web site in which the Siebel virtual directories were created. This
option is available only if you installed Siebel Patchset 5 on top of the current release.
Click the check box for Remove Selected Siebel Web Server Extension, and click Next.
26 1
NOTE: When the task to remove the SWSE configuration is complete, the Web server is stopped
and restarted automatically.
Related Topics
Removing the Siebel Server Configuration

The Siebel Server Configuration Wizard removes Siebel Server configuration data from the Siebel
Gateway Name Server and removes the Siebel Server service from the local server computer.
NOTE: When removing Siebel Server configuration data using this wizard task, observe all of the
documented requirements. Perform this task only if you have uninstalled, or removed all of the
applicable configuration data for, all of the installed instances of SWSE that depend on this Siebel
Server. Before you uninstall a previously configured instance of Siebel Server, you must perform this
task. This task can also be useful in cases that do not involve uninstallation. When you perform this
task, the Siebel Gateway Name Server must be running and the Siebel Server service must be
stopped.
If this Siebel Server was not configured, then this task is not necessary before uninstallation.
To remove the Siebel Server configuration

1
Make sure that the Siebel Gateway Name Server is running.
Make sure that the Siebel Server service is not running. Stop the service if necessary.
Choose Remove Existing Configuration.
Follow the wizard prompts.
Related Topics
Removing the SWSE Logical Profile

The Siebel Enterprise Configuration Wizard removes an SWSE logical profile that you previously
created.
262
Removing an SWSE logical profile deletes all of the files in the directory that was created with the
logical profile, including the files that are used in creating the Siebel application virtual directories
on any SWSE instance to which you apply the logical profile.
The task to remove an SWSE logical profile directory can be useful to perform in certain situations
(which might or might not involve uninstallation), for housekeeping purposes.
Configuration data saved in an SWSE logical profile is used only when the profile is applied to an
installed SWSE instance.
NOTE: It is strongly recommended that you retain any SWSE logical profile that you have created
and applied. Back up the files in this directory before you remove it, in case you might need any of
the files later.
To remove the SWSE logical profile

1
Choose Remove Existing Configuration, then Remove a Siebel Web Server Extension Profile
Directory.
Related Topics
Removing the Siebel Enterprise Configuration

The Siebel Enterprise Configuration Wizard removes a Siebel Enterprise that you have configured on
the Siebel Gateway Name Server.
NOTE: When removing a Siebel Enterprise using this wizard task, observe all of the documented
requirements. Perform this task only if you have uninstalled, or removed all of the applicable
configuration data for, all of the installed instances of SWSE and Siebel Server that depend on this
Siebel Enterprise. When you perform this task, the Siebel Gateway Name Server must be running.
This task might be useful in cases that do not involve uninstallation.
To remove the Siebel Enterprise configuration

1
26 3
Choose Remove Existing Configuration, then Remove an Enterprise from the Gateway Name
Server.
Related Topics
Removing the Siebel Gateway Name Server

Configuration
The Siebel Enterprise Configuration Wizard removes the Siebel Gateway Name Server service from
the server computer, for a Siebel Gateway Name Server that you have installed and configured.
NOTE: When removing a Siebel Gateway Name Server using this wizard task, observe all of the
documented requirements. Perform this task only if you have uninstalled, or removed all of the
applicable configuration data for, all of the installed instances of SWSE and Siebel Server that depend
on this Siebel Gateway Name Server. Before you uninstall a previously configured instance of Siebel
Gateway Name Server, you must perform this task. When you perform this task, the Siebel Gateway
Name Server must be running.
If this Siebel Gateway Name Server was not configured, then this task is not necessary before
uninstallation.
To remove the Siebel Gateway Name Server configuration

1
Choose Remove Existing Configuration, then Remove a Physical Gateway Name Server.
Related Topics
264
Uninstalling Siebel Business Applications Uninstalling Siebel Enterprise Server or

Uninstalling Siebel Enterprise Server or

This topic describes how to uninstall Siebel Enterprise Server and Siebel Web Server Extension
software for the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4. Both full
uninstallation and rollback uninstallation (patch uninstallation) are described. With a rollback
uninstallation for these modules, you roll back to the previously installed software version (such as
Siebel CRM version 8.1.1 or 8.1.1.10, or Siebel CRM version 8.2.2 or 8.2.2.3).
In a full uninstallation, the installed Siebel Enterprise Server software components are uninstalled,
which might include Siebel Gateway Name Server, Siebel Server, Database Configuration Utilities,
and EAI Connector. Siebel Enterprise Server components might have been installed on a single
computer, or different components might have been installed on multiple computers.
CAUTION: Before you proceed with any uninstallation task, review all of the information in About
Uninstalling Siebel Business Applications on page 255, particularly the requirements and limitations.
Uninstalling the Siebel Enterprise Server on page 265
Rolling Back the Siebel Enterprise Server on page 266
Uninstalling the Siebel Web Server Extension on page 268
Rolling Back the Siebel Web Server Extension on page 269
Uninstalling the Siebel Enterprise Server

Use the following procedure to perform a full uninstallation of Siebel Enterprise Server software on
a single computer.
NOTE: If you use the method described in this topic to perform a rollback uninstallation rather than
a full uninstallation, then you do not remove configuration data first. Use this method only when it
is appropriate, so that you do not perform a full uninstallation by mistake. See also Rolling Back the
This topic is part of Uninstalling Siebel Enterprise Server or Siebel Web Server Extension on page 265.
Related Topics
To uninstall the Siebel Enterprise Server components

1
Review all of the information in About Uninstalling Siebel Business Applications on page 255,
particularly the requirements and limitations.
26 5

Verify that you have performed any required tasks to uninstall other modules or remove
configuration data.
NOTE: For example, before you uninstall an instance of Siebel Enterprise Server, particularly one
that includes Siebel Gateway Name Server, you must perform all of the applicable Configuration
Wizard tasks to remove existing configuration data. For more information, see Process of
Removing Configuration Data on page 261.
Choose Start, Products, Oracle - SES_HOME (or a similar Oracle home identifier), Oracle
Installation Products, and then Universal Installer.
This action starts the instance of Oracle Universal Installer that was installed with your Siebel
Enterprise Server installation.
Click Installed Products.
In the Inventory dialog box, select the Oracle Home value (for example, SES_HOME)
representing the installed instance of Siebel Enterprise Server software that you want to
uninstall.
Click Remove.
Click Yes to confirm that you want to uninstall this Siebel Enterprise Server and all of its
dependent components on the same computer.
The Siebel Enterprise Server software is uninstalled from this computer.
In the Inventory dialog box, click Close.
In the Oracle Universal Installer window, click Cancel.
10 Restart your server.
Rolling Back the Siebel Enterprise Server

Use the following procedure to roll back the current release of the Siebel Enterprise Server software
on a single computer and revert to the previously installed software version. You can do this only
when you have installed Siebel CRM version 8.1.1.11 or version 8.2.2.4 as a patch installation
(migration installation) for an existing installation of Siebel CRM version 8.1.1.x or version 8.2.2.x.
NOTE: To be able to roll back the current release and revert to a previous version, you must have
retained the backup directory to which the previous installation was moved during the migration
installation. During that installation, if the original Siebel Enterprise Server installation directory was
named ses, then it was renamed from ses to ses_pre8.1.1.11.0 or ses_pre8.2.2.4.0.
To roll back the Siebel Enterprise Server

1
Verify that the renamed original directory, such as ses_pre8.1.1.11.0 or ses_pre8.2.2.4.0,

exists.
266

Stop the Siebel services for the Siebel CRM version 8.1.1.11 or version 8.2.2.4 installation.
Stop any active Oracle Configuration Manager services.
You must use the correct rollback uninstallation method for your situation, as follows. For more
information, see Requirements for Uninstalling Siebel Business Applications on page 256.
now rolling back to Siebel CRM version 8.1.1 through version 8.1.1.7, then use the Oracle
Universal Installer uninstallation option to uninstall Siebel CRM version 8.1.1.11. Follow the
procedure described in Uninstalling the Siebel Enterprise Server on page 265, but do not
remove configuration data. After performing this task, go to Step 10 on page 267. (Step 6
through Step 9 do not apply in this case.)
later, then use the manual steps that follow. Go to the next step. (Step 6 through Step 9 apply
in this case only.)
Delete the directory representing the current installation of Siebel Enterprise Server for Siebel
CRM version 8.1.1.11 or version 8.2.2.4. For example, if the directory name is ses, then delete
this directory.
Rename the backup directory representing the previously installed software to use the original
installation directory name for Siebel Enterprise Server. Rename the original (renamed)
directory, such as ses_pre8.1.1.11.0 or ses_pre8.2.2.4.0, to ses (or whatever your original
directory name was).
Delete the program folder that was created for Siebel CRM version 8.1.1.11 or version 8.2.2.4,
which contains the shortcuts for running the Siebel Configuration Wizards.
NOTE: After the rollback, in order to run the Siebel Configuration Wizards, you must use the
wizard shortcuts for the version of the software that you rolled back to. Additional requirements
apply to the post-rollback environment.
If you rolled back to Siebel CRM version 8.1.1.8 or later or Siebel CRM version 8.2.2 or later, then
verify the version number by using the opatch command, as described in Verifying Installation
for the Siebel Enterprise Server on page 175.
10 Restart the Siebel services.

11 If Oracle Configuration Manager was not configured before you performed a migration installation
of Siebel Enterprise Server, then, after a rollback to the original installation, you must configure
this instance of Oracle Configuration Manager manually in order for it to function properly.
Related Topics
26 7

Uninstalling the Siebel Web Server Extension

Use the following procedure to perform a full uninstallation of Siebel Web Server Extension (SWSE)
software on a single computer. Uninstalling SWSE is similar to uninstalling the Siebel Enterprise
Server.
NOTE: If you use the method described in this topic to perform a rollback uninstallation, then you
do not remove configuration data first. Use this method only when it is appropriate, so that you do
not perform a full uninstallation by mistake. See also Rolling Back the Siebel Web Server Extension
on page 269.
Related Topics
To uninstall the Siebel Web Server Extension

1
Verify that you have performed any required tasks to uninstall other modules or remove
configuration data.
NOTE: For example, before you uninstall an instance of Siebel Web Server Extension, you must
perform the Configuration Wizard task to remove existing SWSE configuration data. For more
information, see Process of Removing Configuration Data on page 261.
Choose Start, Products, Oracle - EAPPWEB_HOME (or a similar Oracle home identifier), Oracle
This action starts the instance of Oracle Universal Installer that was installed with your Siebel
Web Server Extension installation.
Click Installed Products.
In the Inventory dialog box, select the Oracle Home value (for example, EAPPWEB_HOME)
representing the installed instance of Siebel Web Server Extension software that you want to
uninstall.
Click Remove.
Click Yes to confirm that you want to uninstall this Siebel Web Server Extension and all of its
dependent components on the same computer.
The Siebel Web Server Extension software is uninstalled from this computer.
In the Inventory dialog box, click Close.
In the Oracle Universal Installer window, click Cancel.
10 Restart your server.
268

Rolling Back the Siebel Web Server Extension

Use the following procedure to roll back the current release of the Siebel Web Extension (SWSE)
software on a single computer and revert to the previously installed software version. You can do
this only when you have installed Siebel CRM version 8.1.1.11 or version 8.2.2.4 as a patch
installation (migration installation) for an existing installation of Siebel CRM version 8.1.1.x or
version 8.2.2.x.
NOTE: To be able to roll back the current release and revert to a previous version, you must have
retained the backup directory to which the previous installation was moved during the migration
installation. During that installation, if the original SWSE installation directory was named sweapp,
then it was renamed from sweapp to sweapp_pre8.1.1.11.0 or sweapp_pre8.2.2.4.0.
To roll back the Siebel Web Server Extension

1
Verify that the renamed original directory, such as sweapp_pre8.1.1.11.0 or

sweapp_pre8.2.2.4.0, exists.
Stop the Web server.
Stop any active Oracle Configuration Manager services.
You must use the correct rollback uninstallation method for your situation, as follows. For more
information, see Requirements for Uninstalling Siebel Business Applications on page 256.
now rolling back to Siebel CRM version 8.1.1 through version 8.1.1.7, then use the Oracle
Universal Installer uninstallation option to uninstall Siebel CRM version 8.1.1.11. Follow the
procedure described in Uninstalling the Siebel Web Server Extension on page 268, but do not
remove configuration data. After performing this task, go to Step 10 on page 270. (Step 6
through Step 9 do not apply in this case.)
later, then use the manual steps that follow. Go to the next step. (Step 6 through Step 9 apply
in this case only.)
Delete the directory representing the current installation of SWSE for Siebel CRM version
8.1.1.11 or version 8.2.2.4. For example, if the directory name is sweapp, then delete this
directory.
Rename the backup directory representing the previously installed software to use the original
installation directory name for SWSE. Rename the original (renamed) directory, such as
sweapp_pre8.1.1.11.0 or sweapp_pre8.2.2.4.0, to sweapp (or whatever your original directory
name was).
26 9
Uninstalling Siebel Business Applications Uninstalling Siebel Web Clients
Delete the program folder that was created for Siebel CRM version 8.1.1.11 or version 8.2.2.4,
which contains the shortcut for running the SWSE Configuration Wizard.
NOTE: After the rollback, in order to run the SWSE Configuration Wizard, you must use the
wizard shortcut for the version of the software that you rolled back to. Additional requirements
apply to the post-rollback environment.
If you rolled back to Siebel CRM version 8.1.1.8 or later or Siebel CRM version 8.2.2 or later, then
verify the version number by using the opatch command, as described in Verifying Installation
for the Siebel Web Server Extension on page 182.
10 Restart the Web server.

11 If Oracle Configuration Manager was not configured before you performed a migration installation
of SWSE, then, after a rollback to the original installation, you must configure this instance of
Oracle Configuration Manager manually in order for it to function properly.
Related Topics
Uninstalling Siebel Web Clients

This topic describes how to uninstall Siebel Mobile Web Client or Developer Web Client software,
using Oracle Universal Installer. Both full uninstallation and patch uninstallation are described. Patch
uninstallation is also called rollback, because you are rolling back the current release and reverting
to the previously installed software version (such as Siebel CRM version 8.1.1 or 8.1.1.10, or Siebel
CRM version 8.2.2 or 8.2.2.3).
NOTE: If you installed the Siebel Sample Database, then uninstall it before you uninstall the Siebel
Web Client. Otherwise, you might be unable to uninstall the Sample Database. To uninstall the
Sample Database, run the Siebel Uninstallation Manager from Add or Remove Programs in the
Control Panel.
Related Topics
270
Uninstalling Siebel Business Applications Uninstalling Siebel Tools
Uninstalling the Siebel Web Client

Use the following procedure to uninstall the Siebel Mobile Web Client or Developer Web Client in a
full uninstallation.
To uninstall the Siebel Web Client

1
Choose Start, All Programs, Oracle - Siebel8_home1 (or a similar Oracle home identifier), Oracle
Click Deinstall Products.
Select the Oracle home (for example, Siebel8_home1) representing the installed instance of
Siebel Mobile or Developer Web Client that you want to uninstall.
Click Remove.
Rolling Back the Siebel Web Client

Use the following procedure to roll back the installed current release, Siebel CRM version 8.1.1.11
or version 8.2.2.4, for the Siebel Mobile Web Client or Developer Web Client and revert to Siebel CRM
version 8.1.1 or a prior version 8.1.1.x release, or revert to Siebel CRM version 8.2.2 or a prior
version 8.2.2.x release.
To roll back the Siebel Web Client

1
Exit the Siebel client if it is running.
From a DOS prompt, navigate to the ORACLE_HOME\oui\bin directory, such as

C:\siebel\8.1\Client_1\oui\bin (for Siebel CRM version 8.1.1.x) or
C:\siebel\8.2.2.0.0\Client_1\oui\bin (for Siebel CRM version 8.2.2.x).
To roll back Siebel CRM version 8.1.1.11 and revert to Siebel CRM version 8.1.1 or a prior version
8.1.1.x release, or to roll back Siebel CRM version 8.2.2.4 and revert to Siebel CRM version 8.2.2
or a prior version 8.2.2.x release, enter the following command:
rollback -proceed
When the rollback process is complete, restart the Siebel Web Client.

This topic describes how to uninstall Siebel Tools, using Oracle Universal Installer. Both full
uninstallation and patch uninstallation are described. Patch uninstallation is also called rollback,
because you are rolling back the current release and reverting to the previously installed software
version (such as Siebel CRM version 8.1.1 or 8.1.1.10, or Siebel CRM version 8.2.2 or 8.2.2.3).
27 1
Uninstalling Siebel Business Applications Uninstalling the Siebel Management Server
Related Topics

Use the following procedure to uninstall Siebel Tools in a full uninstallation.
To uninstall Siebel Tools

1
Choose Start, All Programs, Oracle - Tools1 (or a similar Oracle home identifier), Oracle
Click Deinstall Products.
Select the Oracle home (for example, Tools1) representing the installed instance of the Siebel
Web Client that you want to uninstall.
Click Remove.
Rolling Back Siebel Tools

Use the following procedure to roll back the installed current release, Siebel CRM version 8.1.1.11
or version 8.2.2.4, for Siebel Tools and revert to Siebel CRM version 8.1.1 or a prior version 8.1.1.x
release, or revert to Siebel CRM version 8.2.2 or a prior version 8.2.2.x release.
To roll back Siebel Tools

1
Exit Siebel Tools if it is running.
From a DOS prompt, navigate to the ORACLE_HOME\oui\bin directory, such as

C:\siebel\8.1\Tools_1\oui\bin (for Siebel CRM version 8.1.1.x) or
C:\siebel\8.2.2.0.0\Tools_1\oui\bin (for Siebel CRM version 8.2.2.x).
To roll back Siebel CRM version 8.1.1.11 and revert to Siebel CRM version 8.1.1 or a prior version
8.1.1.x release, or to roll back Siebel CRM version 8.2.2.4 and revert to Siebel CRM version 8.2.2
or a prior version 8.2.2.x release, enter the following command:
rollback -proceed
When the rollback process is complete, restart Siebel Tools.
Uninstalling the Siebel Management

Server
This topic describes how to uninstall Siebel Management Server on a Microsoft Windows computer.
272
Uninstalling Siebel Business Applications Uninstalling Siebel Charts
Related Topics
Chapter 10, Installing and Configuring Siebel Management Agents and Siebel Management Server
Uninstalling the Siebel Management Server

Use the following procedure to uninstall the Siebel Management Server in a full uninstallation.
To uninstall the Siebel Management Server

1
Navigate to Add or Remove Programs, and select the full uninstall option for Siebel Management
Server.
Click Change/Remove.
Follow the prompts to complete the uninstallation.
Rolling Back the Siebel Management Server

Use the following procedure to uninstall the installed current release, Siebel CRM 8.1.1.11 or version
8.2.2.4, for the Siebel Management Server and revert to Siebel CRM version 8.1.1 or version 8.2.2.
To roll back the Siebel Management Server

1
Navigate to Add or Remove Programs, and select the maintenance release uninstall option for
Siebel Management Server.
Click Change/Remove.
Follow the prompts to complete the uninstallation and rollback.
When the uninstallation and rollback process is complete, restart Siebel Management Server.
Uninstalling Siebel Charts

This topic describes how to uninstall Siebel Charts (Visual Mining NetCharts).
Related Topics
To uninstall Siebel Charts

1
Navigate to Control Panel, Add or Remove Programs, and then Visual Mining NetCharts Server
4.6 Siebel Edition.
Restart the computer.
27 3
Uninstalling Siebel Business Applications About Uninstalling Earlier Versions of Siebel

About Uninstalling Earlier Versions of

To uninstall an earlier version of Siebel Business Applications software, you must use the
documented uninstallation method for that version, as follows. For each version, always use the
latest revision of the documentation that applies for the Siebel CRM version that you are uninstalling.
For Siebel CRM version 8.1.1 and version 8.1.1.x (through version 8.1.1.10)
For the full uninstallation instructions for Siebel CRM version 8.1.1, which used the InstallShield
versions of the Siebel Enterprise Server and Siebel Web Server Extension (SWSE) installers, see
the version of the Siebel Installation Guide for the operating system you are using, the guide that
you used when you initially installed. The most recent applicable guides that cover the
InstallShield installers, version 8.1, Rev. A, are available on My Oracle Support, at 1461732.1
(Article ID).
For the full uninstallation instructions for Siebel CRM version 8.1.1.8 through version 8.1.1.10
(when Siebel Enterprise Server and SWSE were installed as a new installation), see the version
of the Siebel Installation Guide for the operating system you are using, the guide that you used
when you initially installed. The most recent applicable guides, version 8.1, Rev. D, are available
on My Oracle Support, at 1461732.1 (Article ID).
For the Siebel Fix Pack uninstallation instructions for Siebel CRM version 8.1.1.x Fix Pack releases
prior to Siebel CRM version 8.1.1.11 (when Siebel Enterprise Server and SWSE were installed as
a patch installation), see the applicable Siebel Maintenance Release Guide on My Oracle Support,
880452.1 (Article ID). Different uninstallation options apply for different Siebel Fix Pack releases.
In particular, uninstallation options are different for Siebel CRM versions 8.1.1.8 and later,
compared to Siebel CRM versions 8.1.1.1 through 8.1.1.7.
For Siebel CRM version 8.2.2 and version 8.2.2.x (through version 8.1.1.3)
For the full uninstallation instructions for Siebel CRM version 8.2.2, see the version of the Siebel
Installation Guide for the operating system you are using, the guide that you used when you
initially installed. The most recent applicable guides, version 8.2, Rev. C, are available on My
Oracle Support, at 1461732.1 (Article ID).
For the Siebel Fix Pack uninstallation instructions for Siebel CRM version 8.2.2.x Fix Pack releases
prior to version 8.2.2.4, see the applicable Siebel Maintenance Release Guide on My Oracle
Support, 1441523.1 (Article ID).
For Siebel CRM versions 8.0, 7.8.x, or 7.7.x

For the uninstallation instructions for Siebel CRM version 8.0, 7.8.x, or 7.7.x, see version 8.0,
7.8, or 7.7 of the Siebel Installation Guide for the operating system you are using.
274

For Siebel CRM versions 7.5.x, 7.0.x, or 6.x.x

For the uninstallation instructions for Siebel CRM versions 7.5.x, 7.0.x, or 6.x.x, see the
applicable version of the Siebel Server Installation Guide for your operating system. See also
Siebel Web Client Administration Guide, Siebel Tools Reference, or other applicable documents
for these earlier versions.
Related Topics
Related Books
Earlier versions of the Siebel Installation Guides on My Oracle Support, 1461732.1 (Article ID)
27 5

276
13 Requirements
for Installing and
Applications
This chapter documents requirements that apply to installing and configuring Siebel Business
Applications software. It contains the following topics:
Planning Your Siebel Deployment on page 283
Requirements for Installing and Configuring Siebel Enterprise Server Components on page 303
Requirements for Installing and Configuring the Siebel Web Server Extension on page 311
Requirements for Installing and Configuring the Siebel Database on page 319
Server on page 325

Applications
Each Siebel Business Applications software release from Oracle has a specific version level. The
current release is Siebel Innovation Pack 2013, which refers to Siebel CRM version 8.1.1.11 or
version 8.2.2.4.
You can install Siebel Enterprise Server and Siebel Web Server Extension at one of these versions,
whether it is a new installation or a migration installation (patch). Other modules require that you
first install Siebel CRM version 8.1.1 or version 8.2.2 as the base installation and then install the
current release as a patch on top of the base installation.
The procedures in this guide are for installing all of the applicable versions of the software that are
necessary to install the software at the current release level.
About Documented Requirements on page 278
About Installing in Upgrade Environments on page 281
About Language Installation on page 282
About Oracle Configuration Manager on page 282
27 7
Requirements for Installing and Configuring Siebel Business Applications About

Installing Siebel Business Applications
Related Topics
Chapter 7, Installing Siebel Web Clients and Siebel Tools
About Documented Requirements

This topic is part of About Installing Siebel Business Applications on page 277.
Before installing any Siebel release, observe all of the documented requirements and review
documented installation tasks. See this guide or any updated version of it, the applicable Siebel
Maintenance Release Guide on My Oracle Support, the Certifications tab on My Oracle Support, and
any other relevant documents on Oracle Technology Network or My Oracle Support. Documentation
for each Siebel Patchset release is provided with the Siebel Patchset.
NOTE: All Siebel modules used within a given Siebel Enterprise must share the same release level
(version number), such as Siebel CRM version 8.1.1.11 or version 8.2.2.4. Third-party products must
use supported release levels as documented in the Certifications tab on My Oracle Support.
Examples of installation requirements follow:
Before installing a Siebel Innovation Pack release for Siebel Enterprise Server (migration
installation case), you must shut down services for Siebel Server or Siebel Gateway Name Server,
and shut down any running instances of srvrmgr.
Before installing a Siebel Innovation Pack release for Siebel Web Server Extension (migration
installation case), you must stop the Web server.
Requirements differ for applications deployed in Siebel Open UI, high interactivity, or standard
interactivity. For example, after any Siebel CRM release is installed, including Siebel Innovation Pack
2013, the browser health check (if enabled) runs when a user logs in for the first time to an
application deployed in high interactivity. For more information about browser configuration and
related requirements for high interactivity applications, see Siebel System Administration Guide. For
more information about deploying applications using Siebel Open UI, see Enabling Siebel Open UI
on page 114.
About Siebel CRM Releases

Siebel CRM software releases and their various installation methods have evolved significantly. New
types of releases are provide, and some of the traditional types of releases no longer apply. The
current release is Siebel CRM version 8.1.1.11 or version 8.2.2.4. The term Siebel Innovation Pack
2013 represents both of these releases. This book describes the tasks and requirements that apply
for the current release.
278

An innovation pack release is similar to a traditional Siebel Fix Pack release, but includes new
application functionality. Although installation methods are evolving, innovation pack releases are
also called patch releases, because they can also be installed as a patch release for an existing
installation. Siebel Fix Pack releases are no longer provided.
This guide, Siebel Installation Guide for the operating system you are using, is for installing the
current release. This guide is concerned only with installers that are relevant for the current release.
Patch installation instructions, which were formerly published in the Siebel Maintenance Release
Guide on My Oracle Support, are now described in this guide.
You install Siebel Enterprise Server and Siebel Web Server Extension as a new installation of the
current version of the software. For existing installations, you can also perform a new type of patch
installation called a migration installation. For more information, see Installation-Related Changes for
Siebel Innovation Pack 2013 on page 27.
NOTE: For an existing installation, running Incremental Repository Merge is required for Siebel
Innovation Pack 2013. For more information, see About Database Updates for Siebel CRM Version
8.1.1.11 or Version 8.2.2.4 on page 89.
You install Siebel Web Client (Siebel Mobile Web Client or Developer Web Client), Siebel Tools, and
Siebel Management Server in two phases using installers of two different versions. You run each
installer from its version-specific network image.
Table 20 on page 279 lists the major Siebel CRM installable modules and shows which versions
support which installation methods in order to install the current release as a new installation or as
a patch for an existing installation.
Table 20.
Siebel CRM Installers and Applicable Versions
Siebel CRM Module
Installer
Versions
Installation Method for Current Release
8.1.1.11
New installation (one step)

Migration (patch) installation (one step)
8.2.2.4

8.1.1.11

8.2.2.4

27 9

Table 20.
Siebel CRM Installers and Applicable Versions
Siebel CRM Module

Siebel Web Client
Siebel Tools
Siebel Sample Database
Installer
Versions
Installation Method for Current Release
8.1.1 and
8.1.1.11
New installation and patch installation

(two steps)
8.1.1.11
Patch installation only
8.2.2 and
8.2.2.4

(two steps)
8.2.2.4
8.1.1 and
8.1.1.11

(two steps)
8.1.1.11
8.2.2 and
8.2.2.4

(two steps)
8.2.2.4
8.1.1.11
New installation only
8.2.2.4
New installation only
8.1.1 and
8.1.1.11

(two steps)
8.1.1.11
8.2.2 and
8.2.2.4

(two steps)
8.2.2.4
For information about the features and fixes provided in particular releases for your Siebel Business
Applications, including Siebel Innovation Packs and prior Siebel Fix Pack releases, and about the
configuration requirements for new features, see the applicable Siebel Maintenance Release Guide
on My Oracle Support. For information about setting up and using Incremental Repository Merge, see
Typically, no additional Siebel Configuration Wizard tasks are associated with a patch installation (or
migration installation). You would not run the Siebel Configuration Wizard to configure a module that
was already configured. However, requirements might vary for a given release, or for using particular
functionality.
Individual Siebel Quick Fix releases are no longer provided for the current release, Siebel CRM
version 8.1.1.11 or version 8.2.2.4. Instead, monthly Siebel Patchset releases are provided, each of
which provides several fixes. The fixes are provided on a cumulative basis in each Siebel Patchset
release. In some cases, installing a particular Siebel Patchset release might be required. This guide
does not describe installing or uninstalling Siebel Patchset releases.
280

NOTE: You must verify the availability, characteristics, and requirements of any future releases,
including any Siebel CRM version 8.1.1.x or version 8.2.2.x releases, that might also be covered by
this guide (or updated versions of it) or by other documentation. The installation tasks and
requirements for all future releases are subject to change.
Related Books
For the readme documents for individual Siebel Patchset releases, see Siebel Patchset Installation
Guide for Siebel CRM 8.1.1.11 / 8.2.2.4 IP2013, 1614310.1 (Article ID) on My Oracle Support.
For more information about Siebel Patchset releases, see 1600520.1 (Article ID) on My Oracle
Support.
About Installing in Upgrade Environments

When you install Siebel Business Applications, you might be creating a new deployment or you might
be installing updated software to be used in a deployment that is being upgraded from a previous
release of Siebel Business Applications, such as an upgrade from version 8.0 to the current version.
A deployment that is being upgraded is sometimes called an upgrade environment. You install your
new Siebel Business Applications software before upgrading the Siebel database.
In some cases, you can upgrade the Siebel database directly to Siebel CRM version 8.1.1.11 or
version 8.2.2.4. For information about the product enhancements in Siebel CRM 8.1.1.11 or version
8.2.2.4, see the applicable Siebel Maintenance Release Guide on My Oracle Support.
For detailed information about upgrading the Siebel database, and about tasks that you perform
before installing or upgrading, see Siebel Database Upgrade Guide. See also any relevant documents
on Oracle Technology Network or My Oracle Support.
NOTE: Review all of the applicable documentation before you install or upgrade.
For IBM DB2 for z/OS, see relevant parts of Planning RDBMS Installation and Configuration on
page 287 and see Siebel Database Upgrade Guide for DB2 for z/OS.
CAUTION: As part of installing Siebel Business Applications software in an upgrade environment, in
general, you do not perform any database-related tasks described in this guide.
In an upgrade environment:
You do install the Siebel Enterprise Server component called Database Configuration Utilities on
a Siebel Server, as described in Chapter 3, Installing Siebel Enterprise Server Components and the
You do not create the database instance on the RDBMS, as described in Chapter 14, Configuring
the RDBMS. (After the upgrade is complete, you might have to modify database parameters for
your RDBMS platform to match settings described in that chapter.)
28 1

You do not perform the tasks described in Chapter 5, Installing the Siebel Database on the
RDBMS.
Certain installation and configuration requirements associated with Siebel Gateway Name Server
authentication that apply for new deployments do not apply in this case. For details, see
After installing and upgrading, you might have to perform additional tasks. For example, some tasks
that might apply are described in Siebel Application Deployment Manager Guide and Siebel System
Administration Guide. See also Preparing to Run Siebel Server Components on page 111.
When you install Siebel Business Applications in some upgrade scenarios, you might in some cases
be able to install different versions of a Siebel module on the same computer, if this scenario is valid
for particular modules and might be helpful to you. For more information, see Planning to Install
Multiple Instances of Siebel Business Applications on page 290.
After you install the current release, Siebel CRM version 8.1.1.11 or version 8.2.2.4, you can install
the latest Siebel Patchset release. Install the Siebel Patchset release before you initiate the upgrade
process. After upgrading, you can install additional patchset releases as they become available.
CAUTION: After you have started upgrading, do not install any Siebel CRM releases until the
upgrade is complete.
For information about types of Siebel CRM releases, see About Siebel CRM Releases on page 278.
See also the applicable Siebel Maintenance Release Guide on My Oracle Support.
Instructions in this guide apply both for new installations and upgrades, except where noted.
About Language Installation

It is strongly recommended that you install and deploy, or at least install, all of the languages that
you expect to require. For more information about installing and deploying languages, see About
About Oracle Configuration Manager

Oracle Configuration Manager is installed by the installers for Siebel Enterprise Server and Siebel
Web Server Extension (SWSE). These installers, which use Oracle Universal Installer software,
automatically invoke the installer for Oracle Configuration Manager before completing the Siebel
installation.
During the installation session, as described in Chapter 3, Installing Siebel Enterprise Server
Components and the Siebel Web Server Extension, the user is prompted for email contact information.
Specify the credentials for a valid My Oracle Support account.
NOTE: After installation, update Oracle Configuration Manager online with the latest version in order
to obtain fixes and enhancements.
282
Requirements for Installing and Configuring Siebel Business Applications Planning

Your Siebel Deployment
Oracle Configuration Manager is configured automatically after installation. Oracle Configuration

Manager collects system configuration data for Siebel installation computers and uploads it to the
Oracle repository. Oracle Configuration Manager is intended to help Oracle Global Customer Support
representatives resolve customer issues more effectively.
For more information about Oracle Configuration Manager and its installer, see the Oracle
Configuration Manager documentation provided on Oracle Technology Network. In particular, see
Oracle Configuration Manager Installation and Administration Guide. For Oracle Configuration
Manager documentation, see
http://www.oracle.com/technology/documentation/ocm.html
For the version number of the Oracle Configuration Manager software provided with the current
Siebel CRM release, see the Certifications tab on My Oracle Support.
An instance of Oracle Configuration Manager is installed for both new installations and migration
installations of Siebel Enterprise Server or SWSE, for the current release. Before performing a
migration installation or before rolling back an installation after a migration, you must stop any active
Oracle Configuration Manager services.
NOTE: If Oracle Configuration Manager was not configured before you performed a migration
installation of Siebel Enterprise Server or SWSE, then, after a rollback to the original installation,
you must configure this instance of Oracle Configuration Manager manually in order for it to function
properly.
The Oracle Configuration Manager service cannot be running during a cloning operation. For more
information, see Requirements When Cloning an Installation on page 217.
If you uninstall a Siebel module for which Oracle Configuration Manager was installed, then this
instance of Oracle Configuration Manager is also uninstalled. See also Chapter 12, Uninstalling Siebel
Planning Your Siebel Deployment

You must plan where to install the various Siebel components on your servers. This topic contains
the following information:
Preparing the Hardware and Planning Topologies on page 284
Planning Siebel Server Load Balancing on page 285
Planning Disk Space and Configuration Requirements on page 286
Planning RDBMS Installation and Configuration on page 287
Managing Temporary Disk Space Required by Siebel Installers and Wizards on page 289
About The Language in Which Siebel Installers and Wizards Run on page 290
Planning to Install Multiple Instances of Siebel Business Applications on page 290
Specifying the Locale for Siebel Business Applications on page 292
Restrictions on Host Names for Siebel Gateway Name Server and Siebel Server on page 292
Restrictions on Names for Siebel Enterprise and Siebel Server on page 293
28 3

Creating the Siebel File System on page 295
Creating the Siebel Service Owner Account on page 300
Preparing the Hardware and Planning Topologies

This topic is part of Planning Your Siebel Deployment on page 283.
Verify that the hardware that you have chosen meets all of the requirements for running your Siebel
Business Applications as well as the required third-party software. Verify also that the hardware is
able to support the RDBMS and the Siebel database, the Siebel File System, Siebel Gateway Name
Server, Siebel Server, and other Siebel modules. Also plan to support Siebel Tools developer
workstation computers and Siebel Mobile Web Client computers, where applicable.
Consider running specialized components on dedicated computers. Whether you do so depends on
considerations that include available resources, overall load, performance, security, and so on.
In general, it is assumed that, for security purposes, your computer resources are not shared
between Siebel CRM and other applications or systems that are not related to supporting your Siebel
CRM deployment.
Record the computer names and installation directory names that you decide on in your copy of the
worksheet in Appendix A, Siebel Deployment Planning Worksheet.
Related Topics
Planning to Install Multiple Instances of Siebel Business Applications on page 290
Restrictions on Host Names for Siebel Gateway Name Server and Siebel Server on page 292
Restrictions on Names for Siebel Enterprise and Siebel Server on page 293
Creating the Siebel File System on page 295
About the Siebel Web Server Extension on page 312
Installing the Web Server on page 313
Related Books
Siebel Security Hardening Guide
284

Planning Siebel Server Load Balancing

Before you install your Siebel Enterprise Server components, determine your load balancing strategy
for Siebel Servers. For more information, see Process of Configuring Load Balancing for Siebel
Business Applications on page 106. See also Siebel Deployment Planning Guide and Siebel System
Requirements for Generating the Load Balancing Configuration File

Generating the load balancing configuration (lbconfig.txt) file has the following requirements:
Verify that all of the Siebel Servers for which you want to provide load balancing are
running.
On each Siebel Server, verify that the Application Object Managers that you want to
load balance are enabled. Disable any Application Object Managers that you will not use. Note
the Application Object Managers that are to be load balanced, so that you can later remove or
comment out any disabled Application Object Managers that appear in the lbconfig.txt file that
you generate.
Requirements for Setting Up a Third-Party HTTP Load Balancer

Observe the following requirements for setting up a third-party HTTP load balancer:
The third-party HTTP load balancer must be validated for use with Siebel Business
Applications. For more information, see 477835.1 (Article ID) on My Oracle Support. This
document was previously published as Siebel Technical Note 540.
Your third-party load balancer must have the following characteristics:
It must be an HTTP load balancer capable of level 7 HTTP routing. It must be able to parse
URLs in HTTP headers.
It must allow end-points to manage TCP connections. Specifically, it must allow one-to-one
mapping between client and server TCP sessions. Also, it must not do back-end connection
pooling, such as reverse proxy server pooling.
Verify that all of the Siebel Servers for which you want to provide load balancing are
running. At least one Siebel Server must be running.
On each Siebel Server, verify that the Application Object Managers that you want to
load balance are enabled. Disable any Application Object Managers that you will not use.
Select an unallocated, static virtual IP address and virtual port number for the load
balancer.
Generate the load-balancing configuration file (lbconfig.txt), as described in Generating

the Load Balancing Configuration File (lbconfig.txt) on page 107.
Review the HTTP load balancer rule types. Review the component rules, server rules, and
round-robin rules.
28 5

Configure the SWSE. The SWSE Configuration Wizard will ask you to choose Siebel load
balancing or third-party load balancing. Choose third-party load balancing and enter the virtual
IP address and virtual port number for the load balancer. For more information, see Process of
Planning Disk Space and Configuration Requirements

Before you install, you must anticipate your disk space requirements for each installable Siebel
module. Each Siebel installer displays the required disk space for the installed software before files
are copied. Also anticipate the disk space required for Siebel image directories. For more information,
see Chapter 15, Creating the Siebel Installation Image on the Network.
Siebel installers also have temporary disk space requirements, as described in Managing Temporary
Disk Space Required by Siebel Installers and Wizards on page 289.
The Siebel Enterprise Server architecture is designed to scale across multiple application server
computers to meet the needs of large, complex deployments. For assistance in capacity planning and
sizing hardware platforms for Siebel Enterprise Server, contact your Oracle sales representative or
Oracle Advanced Customer Services to request assistance from Oracles Application Expert Services.
The number of server computers, the CPU resources, and the memory resources required for
operating Siebel Business Applications increases with the number and types of users and the
deployed Siebel CRM modules.
In addition to the disk space required for installation, computers operating Siebel Remote
components require 15 MB of usable disk space for each mobile user. Oracle recommends using highperformance and high-availability storage solutions, as appropriate, for deployments of Siebel
Business Applications, particularly for high-capacity deployments. Oracle also recommends using
high-performance disks or fault-tolerant disk arrays for all server computers, Siebel File System
servers, and database servers.
Hardware or software high-availability disk configurations are critical for Siebel Remote servers,
Siebel File System servers, and database servers. It is recommended that you configure other Siebel
application servers, Siebel Web servers, and other Siebel Server components to use hardware or
software RAID level 1 or comparable configurations.
High-availability solutions, such as clustering, are also recommended on critical components and can
be used in conjunction with applicable high-availability storage solutions. Clustering is critical for
high availability of the Siebel Gateway Name Server, Siebel Remote servers, and the database server.
Clustering is also recommended for any application server computer that is not load-balanced. See
also Planning Siebel Server Load Balancing on page 285 and related topics.
Customers are responsible for making sure that clustering is supported on each server component
and that the Siebel Server hardware operates with the supported server operating systems and
clustering solutions. For supported operating systems and supported Web servers, see the
Certifications tab on My Oracle Support. For more information, see 1492194.1 (Article ID) on My
Oracle Support.
286

NOTE: Some of the information in this topic was formerly presented in Siebel System Requirements
and Supported Platforms on Oracle Technology Network. Use the requirements described in this topic
as a guideline. The requirements do not take into consideration various factors that affect scalability
and performance.
For more information about some of these recommendations, see Siebel Deployment Planning Guide.
See also Siebel Performance Tuning Guide.
Planning RDBMS Installation and Configuration

Note the following guidelines for installing and configuring the Relational Database Management
System (RDBMS) on which you will create the Siebel database.
For more information about configuring the RDBMS, see Chapter 14, Configuring the RDBMS. For
more information about configuring the Siebel database after installing Siebel Enterprise Server, see
Chapter 5, Installing the Siebel Database on the RDBMS.
Make sure that this release of Siebel Business Applications supports the exact version of your
chosen RDBMS, as specified in the Certifications tab on My Oracle Support, and that the RDBMS
has been installed on its designated server. This server will hold the database tables containing
your business data, such as sales (personnel, territories, opportunities, and activities),
marketing, and customer service information.
Verify that the network name of the server that will support the Siebel database is properly
recorded in your copy of the worksheet in Appendix A, Siebel Deployment Planning Worksheet.
When you configure the Siebel Enterprise, the Siebel Enterprise Configuration Wizard creates the
ODBC data source name, using the name EnterpriseName_DSN. For example, if your Siebel
Enterprise name is sieb81, then the ODBC data source name will be sieb81_DSN. Using this
pattern, determine what your ODBC data source name will be and record it in your copy of the
worksheet in Appendix A, Siebel Deployment Planning Worksheet.
NOTE: In most cases, do not change any of the default ODBC settings or parameters. Otherwise,
you will encounter problems using the ODBC. For example, setting OptimizeLongPerformance to
enable corrupts all of the scripts in the Siebel Repository during import or export processes. See
also the topics for verifying the ODBC data source for your RDBMS platform, such as those in
Verifying the ODBC Data Source on page 191.
Siebel Web Client and Siebel Tools installers also create ODBC data source names during the
installation. The naming convention is different than ODBC data source names created by the
Siebel Enterprise Configuration Wizard. For more information, see Chapter 7, Installing Siebel
Web Clients and Siebel Tools.
28 7

About Database Code Pages and Locale Support

In a database environment that is enabled for Unicode, you can install any of the available Siebel
language packs. However, in a database environment that is not enabled for Unicode, you must
consider the correlation of the language packs that you want to install and the characters supported
by your database code page. For example, in a Western European code page database, you can only
install Western European language packs, such as U.S. English, French, Spanish, or German
language packs. In a Japanese code page database, you can only install Japanese or U.S. English
language packs. The installed languages and the code page of the operating system on which your
Siebel Server runs must match those of your Siebel database instance.
Related Topics
Chapter 14, Configuring the RDBMS
Related Books
For Siebel language support, Unicode support, and legacy code page support, see 1513102.1 (Article
ID) for Siebel CRM version 8.1.1.x or 1524342.1 (Article ID) for Siebel CRM version 8.2.2.x on My
Oracle Support.
Planning Database Connectivity

Use the ODBC driver versions listed in the Certifications tab on My Oracle Support for your chosen
RDBMS for Siebel Servers, Siebel Tools, and Siebel Developer Web Clients (if applicable). Make sure
that ODBC connectivity uses TCP/IP as the transport layer protocol for your Siebel Servers, Siebel
Tools, and Siebel Developer Web Clients.
How to Use This Guide If Your Database Is IBM DB2 for z/OS
This guide describes installation of Siebel modules for each supported RDBMS, with the exception of
IBM DB2 for z/OS. (This database product was formerly referred to in some Siebel Bookshelf
documentation as IBM DB2 UDB for z/OS and OS/390.)
NOTE: The Siebel Bookshelf is available on Oracle Technology Network (OTN) and Oracle Software
Delivery Cloud. It might also be installed locally on your intranet or on a network location.
Customers for IBM DB2 for z/OS require this guide (Siebel Installation Guide for the operating
system you are using) and Implementing Siebel Business Applications on DB2 for z/OS. Both of these
guides are available on the Siebel Bookshelf.
NOTE: In this guide, Chapter 14, Configuring the RDBMS, and Chapter 5, Installing the Siebel
Database on the RDBMS, do not apply to customers using DB2 for z/OS. Instead, see Implementing
Siebel Business Applications on DB2 for z/OS for database-related content. If you are upgrading on
this platform, then see also Siebel Database Upgrade Guide for DB2 for z/OS. For information about
relevant requirements related to authentication for the Siebel Gateway Name Server, see
288

Implementing Siebel Business Applications on DB2 for z/OS includes, but is not limited to, topics
such as special security issues for this RDBMS, installing the Siebel schema, performance guidelines
for use of this RDBMS with Siebel Business Applications, and specific procedures for moving data
from development to production. Also consult all of the other applicable Siebel Bookshelf
documentation, such as Siebel Security Guide.
Managing Temporary Disk Space Required by Siebel

Installers and Wizards
Siebel installer programs, the Siebel Image Creator utility, and Siebel Configuration Wizards all
require the use of temporary disk space while operating. Disk space required varies by operating
system. The location of temporary directories is specified using the TEMP and TMP environment
variables. Set these variables the same: to a valid existing directory that contains adequate space.
It is recommended that you periodically clear out the temporary directory that you are using. You
might have to do this as part of resolving installer or wizard problems.
On Microsoft Windows, the temporary directory used by default is C:\Documents and
Settings\username\Local Settings\Temp.
The minimum disk space figures provided in this topic are general guidelines only. The specific
amount of temporary disk space needed by a particular installation operation varies. If there is
insufficient disk space, then the installer will notify you that more disk space is needed.
CAUTION: A nondefault temporary directory name that you specify must not include spaces, in
order to avoid problems associated with how Microsoft Windows handles long path names. Installers
or wizards might fail if this problem is encountered.
The user running the installer or wizard must have privileges that include write permission for the
temporary directory.
Table 21 on page 289 shows the minimum disk space required by Siebel installers and wizards (by
operating system), along with the default temporary directory locations.
Table 21.
Temporary Disk Space Required by Siebel Installers and Wizards
Operating System
Minimum Required Space
Default Location
Windows
65 to 100 MB
System drive (usually C:)
To verify the name of your temporary directory
From a DOS command prompt, enter the commands set temp and set tmp.
28 9

About The Language in Which Siebel Installers and

Wizards Run
When you start Siebel installer programs, the Siebel Image Creator utility, or Siebel Configuration
Wizards, the language in which the program runs (the user interface text) is determined by the
language for the locale of your operating system, where this language and locale are supported for
the current version of Siebel Business Applications and for the installer or other type of wizard.
Installers for Siebel CRM server modules and client modules are based on Oracle Universal Installer
and run in the current language corresponding to the regional and language options settings on the
server or client computer, where the current language is one of the following: U.S. English, French,
German, Italian, Brazilian Portuguese, Spanish, Japanese, Korean, Chinese Simplified, or Chinese
Traditional. For any other current language setting, the installer runs in U.S. English.
Siebel Configuration Wizards and Siebel Image Creator also use the current language corresponding
to the regional and language options setting. The programs can run in all of the languages
corresponding to the available Siebel language packs, except Arabic, Hebrew, Polish, Russian, Thai,
or Turkish. If the current language is one of these or any language not supported for Siebel Business
Applications, then the program runs in U.S. English.
For all of the Siebel installers and Configuration Wizards, and Siebel Image Creator, in order to
change the user interface language, you must change the current operating system language and
locale. Make sure that the language setting under the regional option of your operating system is set
to the desired choice of your language. The language that you select must be one of those supported
for Siebel Business Applications, as described earlier.
For information about installing language packs for Siebel Business Applications, see the applicable
installation task topic and see About Installing and Deploying Siebel Business Applications with Multiple
Planning to Install Multiple Instances of Siebel Business

Applications
This topic describes issues in installing multiple instances of similar or dissimilar versions of Siebel
Business Applications on the same computer.
Installing Multiple Instances of Similar Versions of Siebel Business

Applications
By default, the Siebel installers automatically install Siebel Business Applications software in
directories with unique names that will not conflict with other Siebel modules that you install on the
same computer. To install another instance of the same version of a module on a single computer
(where applicable), specify a custom installation path.
290

However, installing multiple instances of some modules might cause problems. For example:
You cannot install multiple instances of the same version of Siebel Gateway Name Server on the
same computer. The reason for this is that installing and configuring the Siebel Gateway Name
Server creates a service which cannot coexist in multiple instances for different installations.
Restrictions apply for installing multiple instances of SWSE. For details, see Requirements for
Installing and Configuring the Siebel Web Server Extension on page 311.
For important related considerations, see also About Installing Siebel Business Applications on
page 277 and Preparing the Hardware and Planning Topologies on page 284.
NOTE: In this context, same version refers to all of the releases sharing the same first two digits,
such as 8.1.1 and 8.1.1.11, or 8.2.2 and 8.2.2.4, and so on.
All Siebel Enterprise Server components that you install on the same computer are installed into the
same root directory (such as C:\siebel\8.1.1.11.0\ses or C:\siebel\8.2.2.4.0\ses on Microsoft
Windows or /siebel/8.1.1.11.0/ses or /siebel/8.2.2.4.0/ses on UNIX), except in the case
described in the note that follows. These components include Siebel Gateway Name Server, Siebel
Server, Database Configuration Utilities, and EAI Connector. See also File and Directory Naming
Conventions on page 294.
NOTE: If you have already installed Siebel Enterprise Server for the current release, and you require
additional Siebel Enterprise Server components (for example, Siebel Gateway Name Server is
already installed and you want to install a Siebel Server), then you can install a new instance, with
the modules you require, in a different directory or on a different computer. (Then install the latest
Siebel Patchset release for all of the applicable installed instances.) For more information about
options in this situation, see General Requirements for Installing and Configuring Siebel Enterprise
Server Components on page 304.
Installing Multiple Instances of Dissimilar Versions of Siebel Business

Applications
Multiple versions of some Siebel components can be installed on the same computer. Sometimes you
might have to do this as part of some upgrade scenarios.
Use naming conventions for your installation directories that reflect the component and the version
being installed, such as 81 or 82 for the current version. The default installation directories already
reference Siebel CRM version 8.1 or version 8.2 in this way.
Each Siebel Gateway Name Server must be installed on a separate computer, regardless of the
version.
If you install multiple versions of the Siebel Server on the same computer, then you must install
them in different directories (default installation directories are already different between
versions).
Restrictions apply for installing multiple instances of Siebel Web Server Extension.
Related Topics
Requirements for Installing and Configuring the Siebel Web Server Extension on page 311
29 1

Related Books
Specifying the Locale for Siebel Business Applications

When a Siebel application component (Siebel Server, Siebel Tools, or Siebel Developer Web Client)
opens a connection to the Siebel database, the locale is automatically determined on a per-session
basis for the connection. This setting overrides settings that might be defined elsewhere.
Do not explicitly set the NLS_LANG (Oracle-specific) or SIEBEL_CODEPAGE environment variables
for Siebel Business Applications. Windows Registry settings for these variables might be defined, but
these settings are not used for the database connection. These registry settings affect any software
that runs on that computer (except for Siebel Business Applications).
For deployments using Oracle Database, the NLS_LANG variable determines default behaviors that
can be overridden using other variables, such as NLS_SORT, that are not set automatically for Siebel
Business Applications using an Oracle Database connection. Therefore, settings that you make for
NLS_SORT will affect any software that runs in the Siebel environment (including Siebel Business
Applications).
CAUTION: For development environments, Siebel Business Applications support only binary sort
order. Therefore, for Oracle Database, when you are setting the locale for your development
environment, either do not set NLS_SORT at all, or set it to BINARY. In production environments, this
restriction does not apply. (In this guide, sort order and collation sequence are used interchangeably,
even though these terms might not always mean the same thing.)
You can explicitly set the locale to be used by a Siebel Server or Application Object Manager
component by setting the Locale Code parameter.
Related Topics
Related Books
Siebel Applications Administration Guide
Restrictions on Host Names for Siebel Gateway Name

Server and Siebel Server
See also Restrictions on Names for Siebel Enterprise and Siebel Server on page 293, which is about
names for Siebel entities that you specify during configuration.
292

This topic describes restrictions for host names for server computers on which you will install Siebel
Gateway Name Server or Siebel Server.
The Siebel Gateway Name Server name is defined automatically based on the host name of the
server computer. However, problems might arise during configuration of Siebel modules unless the
following requirements are observed:
Host names for Siebel Gateway Name Server or Siebel Server must not include dashes
(hyphens). It is recommended that you use an underscore if a separator character is required.
For example, host_sba81 is acceptable, but host-sba81 is not.
NOTE: A dash might not cause problems in every scenario, but problems have been observed in
many specific scenarios, as noted in 477993.1 (Article ID) on My Oracle Support. This document
was previously published as Siebel Alert 1067. (Workarounds described in the alert, involving
substitute *.scm files, do not apply to the current software version.) In any case, similar
restrictions for naming a Siebel Enterprise or Siebel Server are noted in Restrictions on Names
for Siebel Enterprise and Siebel Server on page 293.
The host name for Siebel Gateway Name Server must be no longer than 15 characters.
The Siebel Configuration Wizard task for configuring the Siebel Gateway Name Server cannot
execute successfully if the host name is longer than 15 characters.
(Configuration Wizard tasks for configuring the Siebel Enterprise and the Siebel Server also
validate that the name of the Siebel Gateway Name Server, which would have been previously
configured, is no longer than 15 characters.)
In general, it is recommended not to define the host name for the Siebel Gateway Name Server
computer to include domain information, as might be common in some UNIX environments. The
entire host name is subject to the 15-character limit mentioned previously.
Restrictions on Names for Siebel Enterprise and Siebel

Server
This topic describes restrictions to observe when planning the names that you will give the Siebel
Enterprise and Siebel Server instances during configuration of Siebel Business Applications software.
See also Restrictions on Host Names for Siebel Gateway Name Server and Siebel Server on page 292.
Siebel Configuration Wizard tasks that specify or refer to the Siebel Enterprise name or the Siebel
Server name validate for some of the following requirements, such as the 12-character limit. User
input is validated in the wizard, unless you specify to skip validation, as described in Starting a Siebel
Configuration Wizard on page 60. Observe all of the documented restrictions regardless of validation
behavior.
29 3

Siebel Enterprise Naming Restrictions

The following restrictions apply to naming a Siebel Enterprise:
The name must be no longer than 12 characters.
The name cannot be server or enterprise. (A name such as enterprise1 is acceptable.)
Siebel Server Naming Restrictions

When planning the names of Siebel Server instances within a Siebel Enterprise, the following
restrictions apply:
Names must contain only alphabetic characters, numerals, underscores, or a combination

thereof. For example, do not use dashes (hyphens) in naming Siebel Server instances.
Names must lead with an alphabetic character.
Names must be unique within the Siebel Enterprise.
Names must be no longer than 12 characters.
Names cannot be server or enterprise. (Names such as server1 are acceptable.)
File and Directory Naming Conventions

Use lowercase for all of the file names, directory names, path names, parameters, flags, and
command-line commands, unless you are instructed otherwise.
Directory names or file names cannot contain special characters, including periods, apostrophes,
accents, number (pound or hash) signs, or ampersands. Underscores are acceptable. Spaces are not
allowed for server installs on Windows (though the operating system might otherwise allow it).
Spaces are acceptable for Siebel Web Client or Siebel Tools installs (on Windows).
How This Guide Refers to Your Installation Directories

This guide uses the following conventions to refer to the installation directories either created by the
installers or to which users navigate to access files and executable programs.
NOTE: The default installation directories shown in this guide for Siebel Enterprise Server
components or Siebel Web Server Extension are those for new installations of Siebel CRM version
8.1.1.11 or version 8.2.2.4. If your installed instances of these modules were installed before Siebel
CRM version 8.1.1.8 (using the InstallShield installers), then different locations apply. In this case,
the Siebel root directory under which server products were installed might be C:\sba81 or something
similar. Alternatively, your products might have been installed in nondefault installation directories.
For more information, see the version of the Siebel Installation Guide for the operating system you
are using that you used when you initially installed. Prior guides for Siebel CRM version 8.1 and
version 8.2, including the most recent guides applicable to the InstallShield installers (version 8.1,
Rev. A), are available on My Oracle Support, at 1461732.1 (Article ID).
294

SIEBEL_ROOT. Generally, this refers to the main directory in which software for each Siebel
Enterprise Server component has been installed. The installers for the Siebel Enterprise Server
components install into the top-level directory, such as C:\siebel\8.1.1.11.0\ses by default,
although the directory where you install might be different. Generally, this directory is what
SIEBEL_ROOT represents in this guide.
ORACLE_HOME. This refers to the same directory as represented by SIEBEL_ROOT.
SIEBEL_HOME. The installation or root directory for Siebel Business Applications software in
general (such as C:\siebel\8.1.1.11.0\ses or C:\siebel\8.2.2.4.0\ses), or of a specific module
such as the Siebel Gateway Name Server or the Siebel Server (such as
C:\siebel\8.1.1.11.0\ses\siebsrvr or C:\siebel\8.2.2.4.0\ses\siebsrvr for Siebel Server),
depending on the context. Many scripts contain variables with this name; its meaning is most often
derived from the context.
SIEBSRVR_ROOT. The installation or root directory for Siebel Server. By default, it is installed in
C:\siebel\8.1.1.11.0\ses\siebsrvr or C:\siebel\8.2.2.4.0\ses\siebsrvr.
SIEBEL_GATEWAY_ROOT. The installation or root directory for Siebel Gateway Name Server. By
default, it is installed in C:\siebel\8.1.1.11.0\ses\gtwysrvr or
C:\siebel\8.2.2.4.0\ses\gtwysrvr.
DBSRVR_ROOT. The directory into which you install the Siebel Database Configuration Utilities
(formerly referred to as the Siebel Database Server). By default, these utilities are installed in
C:\siebel\8.1.1.11.0\ses\dbsrvr or C:\siebel\8.2.2.4.0\ses\dbsrvr (on a Siebel Server
computer).
SWSE_ROOT. The directory into which you install the Siebel Web Server Extension (SWSE). By
default, it is installed in C:\siebel\8.1.1.11.0\sweapp or C:\siebel\8.2.2.4.0\sweapp.
SIEBEL_CLIENT_ROOT. The directory into which you install the Siebel Mobile Web Client or Siebel
Developer Web Client. By default, it is installed in C:\siebel\8.1\Client_1 or
C:\siebel\8.2.2.0.0\Client_1 or a similar location.
SIEBEL_TOOLS_ROOT. The directory into which you install Siebel Tools. By default, it is installed
in C:\siebel\8.1\Tools_1 or C:\siebel\8.2.2.0.0\Tools_1 or a similar location.
Creating the Siebel File System

The Siebel File System is a shared directory, or set of directories, that is network-accessible to the
Siebel Server and that can store files such as attachments for use by Siebel Business Applications.
Siebel File System directories might optionally exist on multiple separate devices or partitions.
Each File System directory might be created on a server computer where you have installed a Siebel
Server, or on another network server that can share the directory, so that it is available to the Siebel
Server. Consult your third-party documentation for requirements for networked file systems.
29 5

Creating multiple Siebel File System directories in different locations can enable you to store larger
volumes of data. As new file attachments are inserted, they are evenly distributed to these multiple
File System directories. If you create multiple File System directories, then you must include all of
the directory locations, delimited by commas, when you specify the Siebel File System location
during configuration of your Siebel environment. Each File System directory location must be
uniquely named within the network context where it will be accessed.
You can exclude certain types of files from being saved to the Siebel File System, as determined by
their file extensions. For more information about setting system preferences to enable this feature
and to specify the file extensions to be excluded, see Siebel Security Hardening Guide.
Siebel File System Requirements

The following are requirements for the Siebel File System. Additional requirements are noted later
in this topic.
A primary Siebel File System directory must be created before you configure the Siebel
Enterprise. You specify this location during configuration. The location must be specified using
UNC format, such as \\computer_name\FS. If this directory is located on the same computer
where you are installing and configuring Siebel Business Applications software, then the directory
must be created as a shared directory. The user running the Siebel Configuration Wizard must
have write permission in this directory.
It is strongly recommended that you disable short file-name generation on Windows servers
hosting the Siebel File System, because this type of file-naming can cause severe performance
issues when the file system grows to a large size.
The underlying physical file system must use file locking. Valid locks must be returned that are
appropriate to the action being undertaken. For example, when a file is created or written to, an
exclusive lock is needed. File locking must ensure the integrity of the files accessed. If a write
lock is acquired for a file, then no other process must be able to access the file. For more
information and recommendations, see 759070.1 (Article ID) on My Oracle Support.
If the operating systems of the computers hosting the Siebel Server and a File System directory
are different (for example, one Windows and one UNIX), then you might have to deploy a thirdparty cross-platform networking tool, such as Samba, to allow both computers to share the
directory. See your third-party vendor documentation for details.
You must create a separate Siebel File System for each Siebel Enterprise. For example, if you
have development and test databases, then you must have two separate Siebel Enterprises, and
therefore two Siebel File Systems.
The ability to use multiple directories and devices for the Siebel File System does not apply to
the Siebel Mobile Web Client, for which the Siebel File System must use a single directory on the
client computer.
If you operate a File System directory as part of a cluster for failover purposes, then you must
create the directory on a clustered disk drive with a clustered network share resource. For
information about clustering your servers and about deployment options for the Siebel File
System, see Siebel Deployment Planning Guide.
296

Siebel File System and Siebel Server Components

Each Siebel Server accesses the Siebel File System (for the Siebel Enterprise) by means of a
dedicated server component, called File System Manager (alias FSMSrvr). Individual Siebel Web
Clients require no direct knowledge of the locations of the Siebel File System directories, because
they connect to FSMSrvr through the Application Object Manager component on the Siebel Server to
request file uploads or downloads. The Application Object Manager passes such requests to FSMSrvr,
which processes the requests through interaction with the File System directories.
Because the Siebel Server is the sole access mechanism to the Siebel File System, the user with
administrative privileges for the Siebel Server, and no other user, must have access privileges to the
File System directories. This precaution protects the File System from direct physical access by all
other users.
Some Siebel Server components might access the Siebel File System directly, without using File
System Manager.
Siebel File System Parameter

The Siebel File System parameter defines the particular directory or set of directories that you are
using for the Siebel File System. Specify multiple File System directories delimited by commas.
The Siebel File System parameter can be defined at the Siebel Enterprise level, Siebel Server level,
or server component level. For example, for a Siebel Server dedicated for use with Siebel EIM, you
might choose to use a Siebel File System location that is not in general use in the Siebel Enterprise.
Use Server Manager to individually modify the parameter at the Siebel Server or component level, if
the File System that is to be used by a particular Siebel Server or applicable component has different
directory locations than are defined for the Siebel Enterprise.
The value of the Siebel File System parameter cannot exceed 255 characters in length.
NOTE: Verify that the network names of servers that support the Siebel File System are properly
recorded in your copy of the worksheet in Appendix A, Siebel Deployment Planning Worksheet. Use
the computer names, not the IP addresses, for the Siebel File System names. IP addresses are not
supported.
Siebel File System Utilities

Two utilities are available to help you manage your Siebel File System directories: sfscleanup and
sfspartition. For information about using these utilities to partition an existing Siebel File System
to use multiple File System directories or to clean up orphan files in the File System, see Siebel
System Administration Guide.
Naming a Siebel File System Directory

Each Siebel File System directory name must be alphanumeric, must begin with an alphabetic
character, and cannot contain special characters or spaces. Underscores are permitted. For example,
you might name a directory something like this:
\\server\siebel
29 7

Such a directory might be referred to using the following notation:

\\SiebelFS\siebel8x
where:
SiebelFS is the host name of the computer (for example, where a dedicated computer is used for
the Siebel File System).
siebel8x is the name of the shared directory.
You have to specify all of the applicable UNC sharenames (delimited by commas) when configuring
the Siebel Enterprise. These shared directories must be available to all of the Siebel Servers in the
Siebel Enterprise.
As part of the Siebel Server installation, File System Manager automatically generates a set of
subdirectories under each Siebel File System root directory, as described in Table 22 on page 298.
Table 22.
Siebel File System Subdirectories
Subdirectory
Purpose
att
Main subdirectory for file attachments
atttmp
Temporary directory for file attachments
cms
Files used for outbound communication requests
eim
Siebel transaction files for Siebel EIM
Marketing
Main subdirectory for Siebel Marketing
red
Rule edit cache for Siebel Configurator
ssp
Session preferences
userpref
Siebel user preferences
NOTE: When you create a Siebel File System shared directory, only the associated Siebel Servers
must be allowed to create subdirectories in that location. Do not manually create subdirectories in
that location.
For more information about some of these subdirectories, see Siebel System Administration Guide.
Setting Up the Siebel File System

Use the following procedures to set up the Siebel File System directories.
NOTE: In addition to using the following steps, you must install the third-party software required to
view standard attachment types, such as Microsoft Word, Excel, or Lotus Notes, on client computers
where users run Siebel Business Applications.
298

To set up the Siebel File System

1
Create each directory on the applicable server and record all of the directory locations in the copy
that you made of the worksheet in Appendix A, Siebel Deployment Planning Worksheet.
Using Windows Explorer, select the directory, and then choose File, then Properties, and then
Sharing. Select Share this folder.
Type a name for the Share name.

NOTE: When you want to add a client or new user to this share, you click Add under the Security
tab to browse for the user or group name.
You might want to type the number of the Siebel release that you are installing in the Comments
field for future identification. However, completion of the field is not required.
NOTE: When installing a new File System directory, do not change the default setting for
Maximum Allowed.
To grant UNC access to the Siebel administrator, click Permissions and choose the appropriate
user or group name. When you want to add a client or new user to this share, you click Add to
browse for the user or group name.
NOTE: Only the system administrator for the Siebel Server, and no other user, must have access
privileges to the Siebel File System directories.
From the Permissions list, make sure that Full Control is selected.
Click OK to finish.
Grant Windows access to each Siebel Server and client:
On the Security tab, select the appropriate user or group name and make sure that Full Control
is selected on the Permissions list.
Click Advanced.
On the Access Control Settings dialog box, make sure that you check the option to allow
inheritable permissions from the parent to propagate to this object.
To close the Permissions and File Properties dialog boxes, click OK.
Related Topics
Populating the Siebel File System on page 100
Related Books
29 9

Creating the Siebel Service Owner Account

The Siebel Enterprise Server requires that you create a standard Windows system user account. This
account must be available on each Siebel Server in your Siebel Enterprise under which Siebel
services and components operate.
Use the following guidelines to create the Siebel service owner account:
The Siebel service owner account must be defined or available on each applicable server
computer: on the Siebel Gateway Name Server, on each Siebel Server in the Siebel Enterprise,
and on any computer on which the Siebel File System exists.
The Siebel service owner account must be part of a Windows domain, so that services are
operated under the same account on all of the Windows servers.
If you are using a local account instead, then you must set up that account to be identical on
each server, using the same login ID and password.
The Siebel service owner account must be part of the administrator group. The Siebel service
owner account might be the same administrator account under which the Siebel modules are
installed, or a different account that is part of the administrator group.
The Siebel service owner account must have the following Windows rights and privileges:
Log on as a Service
Act as part of the operating system
The Siebel service owner account password must not require a change on next logon and must
be set not to expire.
The Siebel service owner account name or password cannot contain any spaces.
When you determine the Siebel service owner account name and password, record this
information in your copy of the worksheet in Appendix A, Siebel Deployment Planning Worksheet.
(For security reasons, you might prefer not to record the password in the worksheet.) See also
Siebel Security Guide.
Related Topics
Appendix A, Siebel Deployment Planning Worksheet
Installation and Configuration Methods by Deployment

Type
You can use any of several different overall methods for installing and configuring Siebel Business
Applications software. Use the following information to help you determine which overall method, or
combination of methods, is most suitable for your deployment requirements.
Small to Medium-Sized Deployments on page 301
Medium-Sized Deployments on page 301
300

Large Deployments on page 302
Installation and Configuration Options on page 303
For more information, see Chapter 2, Overview of Installing Siebel Business Applications, and other
relevant topics.
Small to Medium-Sized Deployments

Do you require a small to medium-sized deployment? For smaller deployments, including some test
or demonstration deployments, you might require all of the server-based Siebel Business
Applications software to be installed on the same computer.
Verify that you have created the database instance (if you do not already have a Siebel database)
and installed the Web server. The Siebel database might be located on the same computer as the
Siebel Enterprise Server and the Web server with the Siebel Web Server Extension (SWSE), or on a
different computer.
In this scenario, you install the Siebel Enterprise Server components and you install the Siebel Web
Server Extension (SWSE) on the computer with the Web server. Siebel Enterprise Server components
include Siebel Gateway Name Server, Siebel Server, Database Configuration Utilities, and EAI
Connector.
You use the Siebel Enterprise Server installer to install the Siebel Enterprise Server components, and
you use the SWSE installer to install the SWSE.
Run Siebel Configuration Wizards to configure the components that you installed. First configure the
Siebel Gateway Name Server, then the Siebel Enterprise, then the SWSE logical profile. (You
configure the physical SWSE after SWSE installation.)
If you do not have a Siebel database, then you start the Database Configuration Wizard and perform
the task to install the Siebel database into the database instance. After you install the Siebel
database, you start the Siebel Server Configuration Wizard and configure the Siebel Server.
You install the SWSE on the Web server computer, where you also installed Siebel Enterprise Server
components, then you apply the SWSE logical profile.
Medium-Sized Deployments
Do you require a medium-sized deployment? Will you install all of the Siebel Enterprise Server
components on the same computer? Siebel Enterprise Server components include Siebel Gateway
Name Server, Siebel Server, Database Configuration Utilities, and EAI Connector.
and installed the Web server. The Siebel database is assumed to be located on a different computer
than the computer with Siebel Enterprise Server software.
In this scenario, all of the Siebel Enterprise Server components are to be installed on the same
computer, but the Web server and Siebel Web Server Extension (SWSE) are to be installed on a
different computer.
30 1

You can install in GUI mode or use unattended installation. For more information about unattended
installation, see Large Deployments on page 302.
You install the SWSE on the Web server computer, then you apply the SWSE logical profile.
Large Deployments
Do you require a relatively large deployment? Will you use multiple servers to deploy your Siebel
Enterprise Server components? Siebel Enterprise Server components include Siebel Gateway Name
Server, Siebel Server, Database Configuration Utilities, and EAI Connector.
If you must support many users or multiple Siebel Business Applications and have multiple servers
available, then you will probably install the Siebel Gateway Name Server on a different computer
than the Siebel Server.
A large deployment usually also requires multiple Siebel Servers running on different computers.
Each Siebel Server might be configured to run a particular application or set of applications. Or,
multiple Siebel Servers might be configured similarly for participation in load balancing. Install and
configure additional Siebel Servers after completing initial installation and configuration tasks.
and installed the Web server. The Siebel database and the Web server are assumed to be located on
different computers than those with Siebel Enterprise Server software.
You install the Database Configuration Utilities with the first Siebel Server. For a new deployment,
you must install both of these on the same computer where you installed the Siebel Gateway Name
Server. (Configuring and deploying this Siebel Server is optional.) The Siebel database itself is
located on a different computer than the Siebel Enterprise Server software.
You can install in GUI mode or use unattended installation.
You install the SWSE on the Web server computer, then you configure the installed SWSE (apply the
SWSE logical profile).
302
Requirements for Installing and Configuring Siebel Business Applications

Installation and Configuration Options

This topic is part of Installation and Configuration Methods by Deployment Type on page 300.
Options that can help you install and configure Siebel Business Applications software efficiently
include:
Installation and configuration tasks are separate and are performed at different times, optionally
by different users. After basic deployment decisions are made, installations can be done under
the supervision of administrators who are most familiar with Siebel Business Applications. Such
specialized administrators might perform all of the Siebel Configuration Wizards tasks.
You can perform unattended installation or configuration, which can save you time, provide
greater flexibility, and reduce error, compared to installing and configuring each installed
component manually.
For information about unattended installation, see Installing Siebel Enterprise Server
Components and Siebel Web Server Extension in Unattended Mode on page 55.
For information about unattended configuration, see Chapter 4, Configuring Siebel Enterprise
Server Components and the Siebel Web Server Extension.

Configuring Siebel Enterprise Server
Components
Review the requirements and guidelines in the following topics before installing and configuring the
Siebel Enterprise Server:
General Requirements for Installing and Configuring Siebel Enterprise Server Components on
page 304
Requirements for Siebel Gateway Name Server Authentication on page 306
Requirements for Installing and Configuring the Siebel Gateway Name Server on page 308
Requirements for Installing and Configuring the Siebel Server on page 308
Requirements for Installing the Siebel EAI Connector on page 311
For requirements specific to the Siebel database, see Requirements for Installing and Configuring the
Siebel Database on page 319.
30 3

General Requirements for Installing and Configuring

Siebel Enterprise Server Components
This topic is part of Requirements for Installing and Configuring Siebel Enterprise Server Components
on page 303.
Review this topic before installing and configuring Siebel Enterprise Server components. See also the
topics about individual components.
Review the Certifications tab on My Oracle Support. Also check for applicable alerts, bulletins, or
other documents on My Oracle Support.
Review About Installing Siebel Business Applications on page 277 and Planning Your Siebel
Deployment on page 283.
All computers on which the Siebel Enterprise Server software is installed must meet the hardware
and software requirements detailed in the Certifications tab on My Oracle Support or elsewhere.
The Siebel Enterprise Server installer verifies that you have required software at the necessary
version levels.
In general, you must have installed all of the third-party products that you will require for the
Siebel Enterprise Server software that you are installing. Some products can be installed after
Siebel Business Applications software. Such products are listed in the Certifications tab on My
Oracle Support.
You must have created a Siebel Business Applications installation image that includes all of the
modules and components that you require. Users who run Siebel installers or modify installer
files must have the necessary permissions to the network directories where the Siebel image is
located. For information about creating the Siebel installation image, see Chapter 15, Creating
the Siebel Installation Image on the Network.
When you install multiple components of the Siebel Enterprise Server, such as Siebel Gateway
Name Server and Siebel Server, on the same computer, they are installed into a common root
directory, such as C:\siebel\8.1.1.11.0\ses or C:\siebel\8.2.2.4.0\ses.
Installation directories must meet the requirements described in File and Directory Naming
Conventions on page 294.
If you will be clustering the Siebel Gateway Name Server or Siebel Server, then plan your use of
clustering or redundant disk arrays (RAID) to configure against a single point of failure. For more
information about this topic, see Siebel Deployment Planning Guide.
Each computer that supports Siebel Enterprise Server software must have TCP/IP network
connectivity to other computers that are part of or that work with the Siebel Enterprise Server.
For example, the Siebel Gateway Name Server computer requires connectivity to all of the Siebel
Server computers. Verify connectivity between all such computers, using the ping utility. For
more information, see Verifying Network Connectivity for the Siebel Server Computer on
page 195.
Before running any of the Siebel Configuration Wizards in which you will specify a server
computers host name or IP address, validate the host name or IP address that you will enter
during configuration. You can use the ping utility for this purpose. The host name and IP address
data that you specify when you run the wizards must be correct in order for the configuration
process to proceed correctly.
304

Verify that the network names of the servers that will support the Siebel Gateway Name Server
and all of the Siebel Servers are recorded in Appendix A, Siebel Deployment Planning Worksheet.
You need this information when configuring the Siebel Servers.
If you intend to use Transport Layer Security (TLS) or Secure Sockets Layers (SSL) with any
Siebel Business Applications modules described in this guide, then you must review all of the
applicable information before you configure the software. For details, see Siebel Security Guide.
If you are not yet ready to configure TLS or SSL for Siebel Enterprise Server (and Siebel Web
Server Extension), then you can either postpone configuration until you are fully ready to
configure TLS or SSL, or you can configure these components without TLS or SSL and
reconfigure them later to use TLS or SSL.
If you are not yet ready to configure SSL for Siebel Management Agent and Management
Server, then it is strongly recommended that you postpone configuration of these
components until you are fully ready to configure SSL. See Chapter 10, Installing and
Configuring Siebel Management Agents and Siebel Management Server.
Review the issues described in Managing Temporary Disk Space Required by Siebel Installers and
Wizards on page 289. For example, make sure that you have adequate disk space.
It is strongly recommended that you install and deploy, or at least install, all of the languages
that you expect to require. For more information, see About Installing and Deploying Siebel
For more information, see additional relevant topics, including:
Siebel Installation Media Contents on page 360
About Configuring Siebel Business Applications on page 59 and following topics
You cannot install new Siebel Enterprise Server components into an existing installation.
Note that the Siebel Enterprise Server installer user interface can run in the supported languages
described in About The Language in Which Siebel Installers and Wizards Run on page 290.
Before you configure Siebel Enterprise Server components, you must have created the Siebel File
System. It must meet all of the criteria described in Creating the Siebel File System on page 295.
Before you install Siebel Business Applications, review documented information about the
installation and configuration process and applicable requirements. Customers must manage the
overall installation and configuration process carefully to ensure success.
Related Topics
Chapter 2, Overview of Installing Siebel Business Applications
About Configuring Siebel Business Applications on page 59 and following topics
30 5

Requirements for Siebel Gateway Name Server

Authentication
on page 303.
Before you configure any Siebel Enterprise Server software, review the requirements associated with
authentication for access to the Siebel Gateway Name Server. Authentication applies to access using
Siebel Configuration Wizards or Siebel Server Manager.
Note the following requirements:
When you initially configure the Siebel Enterprise (after installing and configuring the Siebel
Gateway Name Server), you propagate settings to the Siebel Gateway Name Server that specify
authentication settings. Siebel Gateway Name Server authentication uses Siebel security
adapters, which are discussed in detail in Siebel Security Guide.
Database authentication is the default Siebel Gateway Name Server authentication method.
LDAP, ADSI, or custom methods are also supported, but additional configuration is required. You
must use database authentication for your initial Siebel Server configuration.
The user account that you use for Siebel Gateway Name Server authentication must have the
same privileges as the Siebel administrator account created during the Siebel installation
process; these privileges are required to connect to the Siebel Gateway Name Server. You can
choose to use the Siebel administrator account for Siebel Gateway Name Server authentication,
or you can create a new database user account, ensuring that you assign it the same level of
rights and privileges as the Siebel administrator account. For more information about
requirements for this account, see Siebel Security Guide.
If you do not have an existing Siebel database, then you must install an instance of Siebel Server
and Siebel Database Configuration Utilities on the same computer where you install the Siebel
Gateway Name Server. You can select all three options to install together. In this scenario, you
must configure the installed modules in the sequence shown in Figure 2 on page 33. Note in
particular that you must install the Siebel database before you can configure the Siebel Server.
NOTE: After you install the Siebel database, you can optionally configure and deploy the Siebel
Server that you installed with Siebel database Configuration Utilities. Or, you can skip configuring
this Siebel Server and instead install and configure a Siebel Server on one or more other
computers.
If you already have a Siebel database, such as in an upgrade scenario, then you do not install
the Siebel database before you configure the Siebel Server. In this scenario, you do not have to
install Siebel Server and Database Configuration Utilities on the same computer with the Siebel
Gateway Name Server. For a general illustration of this scenario, see Figure 3 on page 36.
306

After you configure the Siebel Gateway Name Server and the Siebel Enterprise, users doing
subsequent Configuration Wizard tasks that require Siebel Gateway Name Server authentication,
or using Server Manager, must enter Siebel administrator user credentials that are valid for the
authentication method in use.
Configuration Wizard tasks subject to Siebel Gateway Name Server authentication include
configuring the Siebel Server, configuring a Siebel Enterprise (after initial configuration),
modifying a Siebel Enterprise, and removing an existing Siebel Enterprise or Siebel Server.
For more information about using Server Manager, see Siebel System Administration Guide.
When you propagate authentication settings to the Siebel Gateway Name Server, these settings
are written to the gateway.cfg file, which is located in the bin subdirectory in the Siebel Gateway
Name Server installation. Security adapter configuration data stored in this file corresponds to
the configuration settings that apply to the Siebel Enterprise, which are stored on the Siebel
Gateway Name Server itself (in the siebns.dat file).
If you want to use LDAP, ADSI, or a custom authentication method for the Siebel Gateway Name
Server, then you can configure this method as part of the Configuration Wizard tasks for creating
or modifying the Siebel Enterprise. However, although the wizard configures the security adapter,
it does not enable it (for the Siebel Enterprise or for the Siebel Gateway Name Server).
To enable an authentication method, edit the gateway.cfg file on the Siebel Gateway Name Server
and specify appropriate values for the SecAdptMode and SecAdptName parameters in the section
[InfraSecMgr]. Use similar values to those described in Siebel Security Guide. After editing this
file, you restart the Siebel Gateway Name Server. For this scenario, make these configuration
changes after your initial configuration of the first Siebel Server.
Additional parameters in the gateway.cfg file include:
NSAdminRole, which is set to Siebel Administrator by default. This parameter defines the
role that is required to access the Siebel Gateway Name Server.
EnableAuditTrail, which is set to False by default. When this is set to True, most accesses to
the Siebel Gateway Name Server are logged, including login operations, writes,
modifications, and deletions (simple reads are not logged). When this parameter is False,
only failed login attempts are logged. The audit trail is in the file nameserver_audit.log, which
is located in the bin subdirectory of the Siebel Gateway Name Server installation directory.
If you want to configure a second Siebel Enterprise on the same Siebel Gateway Name Server,
then do not check the option to propagate authentication settings to the Siebel Gateway Name
Server when prompted. Otherwise, your settings will overwrite the existing settings.
30 7

Requirements for Installing and Configuring the Siebel

Gateway Name Server
on page 303.
Review this topic before installing and configuring the Siebel Gateway Name Server. See also
page 304.
Install the Siebel Gateway Name Server once for each Siebel Enterprise. If necessary, multiple
Siebel Enterprises can be supported by a single Siebel Gateway Name Server. Installing multiple
instances of the same version of Siebel Gateway Name Server on the same computer is not
supported.
For more information, see Planning to Install Multiple Instances of Siebel Business Applications on
page 290. See also 477770.1 (Article ID) on My Oracle Support. This document was previously
published as Siebel Technical Note 531.
Siebel Gateway Name Server uses port 2320 by default. If necessary, you can select any port
number (32767 or lower) that is free on the computer where the Siebel Gateway Name Server
is running. Do not use port number 2321, which is the default port number for the SCBroker
(Siebel Connection Broker) component, or any other port already in use on the server.
Requirements for Installing and Configuring the Siebel

Server
on page 303.
Review this topic before installing and configuring the Siebel Server. See also General Requirements
for Installing and Configuring Siebel Enterprise Server Components on page 304.
To configure a Siebel Server, a Siebel Gateway Name Server must be installed and running, and
the Siebel Enterprise must be configured, unless you are using the Configuration Wizard option
to skip validation.
After you install the Siebel Gateway Name Server, you run the Configuration Wizard to configure
it, and then you configure the Siebel Enterprise. All Siebel Servers you install that are part of the
same Siebel Enterprise, regardless of the operating system, must connect to the same Siebel
database. For most deployments, all of the Siebel Servers connecting to this database will belong
to the same Siebel Enterprise.
Additional Siebel Servers that you install and configure inherit parameters from the Siebel
Enterprise. You configure each Siebel Server using the Siebel Server Configuration Wizard.
308

When you run the Siebel Server Configuration Wizard for each Siebel Server, all of the component
groups are listed and you must enable the ones that you need for this server. If you do not enable
component groups during Siebel Server configuration, then you can enable them manually after
installation, using Server Manager. For more information about component groups and about
using Server Manager, see Siebel System Administration Guide. See also Preparing to Run Siebel
Server Components on page 111.
The Siebel Server software must be installed only once on each computer. For test or
development purposes only, you can use the Siebel Server Configuration Wizard to configure an
additional Siebel Server on a single computer where the Siebel Server is already installed and
configured. For more information, see About Installing Additional Siebel Servers for an Existing
Siebel Enterprise on page 119.
Depending on your business requirements, you might deploy one or more Siebel Enterprise
Servers. For information about deploying multiple Siebel Enterprise Servers, see Siebel
Deployment Planning Guide. See also 477770.1 (Article ID) on My Oracle Support. This document
was previously published as Siebel Technical Note 531.
NOTE: In special cases, such as for some large deployments, a single Siebel database can
support multiple Siebel Enterprises. Such a deployment must be planned carefully. For details,
see 477829.1 (Article ID) on My Oracle Support. This document was previously published as
Siebel Technical Note 544.
About Clustering the Siebel Gateway Name Server and Siebel Server
If you will operate certain servers as part of a cluster, then it is strongly recommended that you install
and configure the Siebel Gateway Name Server and the Siebel Server on separate resource groups.
For information about clustering, see Siebel Deployment Planning Guide.
Language and Locale Requirements

Make sure that you have the appropriate locales installed on the computers on which you intend to
deploy Siebel Server. Siebel log and configuration files use UTF-8 with Byte Order Mark as the default
encoding. If these files contain any non-ASCII characters, then proper viewing and editing requires
a UTF-8 locale.
For more information about supported locales, see the Certifications tab on My Oracle Support.
The locale can affect how dates and times are displayed. For more information, see Siebel Global
Deployment Guide.
30 9

Guidelines for Installing Multiple Language Packs on the Siebel Server

If you will install multiple language versions of Siebel Business Applications on your Siebel Servers,
then review the following configuration guidelines:
You can include multiple languages when you install and configure a Siebel Server.
For each installed language that you choose to deploy in the Siebel Server Configuration Wizard,
language-specific Application Object Manager components are created.
For more information about scenarios for multilingual deployments, see About Installing and
Deploying Siebel Business Applications with Multiple Languages on page 120 and related topics.
See also Siebel Global Deployment Guide.
If multiple languages are installed on a Siebel Gateway Name Server or Siebel Server, then you
will be prompted for the primary (base) language. The primary (base) language is the language
in which you want your server to run and in which you normally want to read messages. If you
want to change the language in which you bring up your server, then you must change this
setting.
Search Server
A Siebel Server computer can be configured to execute searching using a locally installed search
server or can be pointed to a remote search server to handle search execution tasks.
NOTE: For search-related installation guidelines and requirements, see Siebel Search Administration
Guide.
Database Requirements
Make sure that your database administrator has installed the RDBMS that your site will use and
created the Siebel database instance and that you meet all of the database connectivity
requirements. For more information, see Chapter 14, Configuring the RDBMS, including Configuring
Siebel Server Connectivity to the Siebel Database on page 355.
The RDBMS that you are using must support the same languages and code pages that you install on
the Siebel Servers. For Siebel language support, Unicode support, and legacy code page support, see
1513102.1 (Article ID) for Siebel CRM version 8.1.1.x or 1524342.1 (Article ID) for Siebel CRM
version 8.2.2.x on My Oracle Support.
Siebel Repository Files Requirement

Make sure that you have the Siebel Repository files (SRF files) that are correct for your installed
Siebel CRM version and the version of your Siebel database, such as Siebel CRM version 8.1.1.11 or
version 8.2.2.4. For more information, see Obtaining Updated Siebel Repository Files on page 118.
Third-Party Software Requirements

Make sure that you have already installed the appropriate version of all of the third-party software
products required. Otherwise, the Required Software Components prompt appears. For more
information, see the Certifications tab on My Oracle Support.
310

Temporary Disk Space

Requirements for Installing the Siebel EAI Connector

on page 303.
For a list of supported operating systems for EAI connectors, see the Certifications tab on My Oracle
Support. See also General Requirements for Installing and Configuring Siebel Enterprise Server
Components on page 304.

Configuring the Siebel Web Server
Extension
Before installing and configuring the SWSE, review the requirements described in the following
information:
About the Siebel Web Server Extension on page 312
Installing the Web Server on page 313
General Requirements for Installing and Configuring the Siebel Web Server Extension on page 314
Support for Heterogeneous Environments on page 315
Siebel Web Server Extension Requirements for Siebel Load Balancing on page 315
Requirements for User Permissions for the Siebel Web Server Extension on page 316
Requirements for Stopping and Starting the Web Server on page 316
Requirements for Configuring Anonymous Users for the Siebel Web Server Extension on page 317
Requirements for Binary Coexistence of the Siebel Web Server Extension on page 318
31 1

About the Siebel Web Server Extension

Siebel Web Server Extension (SWSE) enables communication between Siebel Web Clients and Siebel
Servers. Siebel Business Applications are a family of Web-based applications that users access
through a standard Web browser. Several components work together to deliver the applications to
end users:
Siebel Web Client. The Siebel Business Applications client that runs in the browser on the end
users computer and connects to the Web server. Particular Siebel applications might be deployed
using Siebel Open UI, high interactivity, or standard interactivity.
For information about other Siebel clients, see the applicable documentation. For example, for
information about the Siebel Mobile applications, see Siebel Mobile Guide: Connected and Siebel
Mobile Guide: Disconnected.
Web server. Client Web browsers connect to Web servers to access Siebel Business Applications.
Supported Web servers and operating systems include:
Microsoft IIS (on Microsoft Windows)
IBM HTTP Server (on AIX and supported Linux operating systems)
HP Apache Web Server (on HP-UX)
Oracle HTTP Server (on supported Linux operating systems)
Oracle iPlanet Web Server (on Oracle Solaris)
NOTE: For more information about Web servers, see Installing the Web Server on page 313. For
Web server platform support, see the Certifications tab on My Oracle Support. You must use a
supported version of the Web server. If you are using Oracle HTTP Server, then see also 475370.1
(Article ID) on My Oracle Support. This document was previously published as Siebel Alert 1317.
Depending on the operating system of the Web server computer, specific Web servers are
discussed in either the Windows version or the UNIX version of this guide (the Siebel Installation
Guide for the operating system you are using).
For Web server and operating system tuning information, see Siebel Performance Tuning Guide.
Siebel Web Server Extension (SWSE). A plug-in extension, installed on the Web server
computer, that runs within the Web server and that communicates with the Siebel Web Engine
(which is part of an Application Object Manager component, such as Call Center Object Manager)
on the Siebel Server.
For SWSE installation instructions, see Installing the Siebel Web Server Extension on page 49.
For SWSE configuration instructions, see Process of Configuring the Siebel Web Server Extension
on page 76.
Siebel Web Engine (part of Application Object Manager on Siebel Server). The Siebel Web
Engine is part of the Application Object Manager component on the Siebel Server, such as Call
Center Object Manager. The Application Object Manager provides access to Siebel Business
Applications data and logic.
For information about the hardware, operating systems, Web servers, and Web browsers supported
for Siebel Business Applications, see the Certifications tab on My Oracle Support.
312

Installing the Web Server

Before installing the SWSE, you must install, configure, and start the supported Web server software
on the designated computers. Follow the vendor documentation for this task, and also see relevant
information in this chapter.
For the best performance and scalability, put the Web server on a dedicated computer.
Some Web server configuration tasks are also included in Additional Tasks for the Siebel Web Server
Extension and the Web Server on page 132.
This topic is part of Requirements for Installing and Configuring the Siebel Web Server Extension on
page 311.
Planning the Web Server Topology

Before you install the Siebel Web Server Extension (SWSE), as described in Chapter 3, Installing
Siebel Enterprise Server Components and the Siebel Web Server Extension, you must decide how to
will distribute the Web servers and other components. Two basic methods are as follows:
Single-node. Installing Siebel Enterprise Server components and your Web server and SWSE on
a single computer or node. (If you do this, then use separate installation directories to avoid file
permission problems at installation time.)
Distributed. Distributing the preceding components, where multiple Web servers connect to
multiple Siebel Servers in the Siebel Enterprise. These Web servers can be dynamically balanced
for Application Object Manager components on different Siebel Server computers.
Each deployment choice involves a trade-off. However, in enterprise-sized deployments, it is strongly

recommended that you use a distributed node deployment for the following reasons:
Less resource contention. Distributing the Web servers and the Siebel Servers (with
Application Object Manager components) on different computers eliminates contention for CPU
and other server resources. However, to take advantage of the performance improvement, you
must have a high-speed network connection between the two computers.
Higher fault tolerance. Operating multiple instances of components on multiple computers

reduces downtime and the effect of failure on any one computer.
Greater flexibility with firewalls. Putting the Web components of Siebel Business Applications
on a different computer from the Siebel Server with Application Object Managers lets you deploy
your Web server in the DMZ while keeping the Siebel Enterprise Server behind a secure firewall.
High availability. A multinode configuration is required for deployments that support large
numbers of concurrent users or where high availability is an operating requirement.
For more information about Web servers and Siebel Web Server Extension, see About the Siebel Web
See also Siebel Deployment Planning Guide and Siebel Security Guide.
31 3

Installing Microsoft Internet Information Services Version 7 or Later

For Web server computers running Microsoft Windows Server 2008 or later, native support is
provided for Microsoft Internet Information Services (IIS) version 7 or later. You must include the
ISAPI extensions.
On Microsoft IIS 7.5, you must enable 32-bit applications for the application pool defaults in order
to support Siebel Business Applications. For more information about this issue, see 1340948.1
(Article ID) on My Oracle Support and see documentation from Microsoft.
General Requirements for Installing and Configuring

the Siebel Web Server Extension
This topic lists general requirements for installing and configuring the SWSE.
page 311.
Before installing Siebel Business Applications software, you must review the Certifications tab on
My Oracle Support.
You must have installed a supported Web server as identified in the Certifications tab on My
Oracle Support for the current release. See also Installing the Web Server on page 313.
Make sure that the Web server computer on which you install the SWSE meets all of the hardware
and software platform requirements documented in the Certifications tab on My Oracle Support.
You must have installed all of the key Siebel Enterprise Server components, including the Siebel
Gateway Name Server, at least one Siebel Server, and the Database Configuration Utilities.
You must have configured the Siebel Gateway Name Server, created and configured the Siebel
Enterprise, created the SWSE logical profile, and configured the Siebel Server.
Application Object Manager components must be enabled for the Siebel CRM products that you
purchased and intend to use. You enable components during initial Siebel Server configuration.
For information about enabling server components using Server Manager, see Siebel System
NOTE: Wait to install additional Siebel Servers until after you have completed installation of the
SWSE software and verified the connection from the Web server to the initial Siebel Server.
You can deploy multiple language packs on one Web server and one SWSE instance. The Siebel
Server and the Web server do not have to be operated in the same language. However, the Siebel
Server, the Web server, and all of the other server components must use the same character set.
For more information, see Siebel Global Deployment Guide. See also About Installing and
Deploying Siebel Business Applications with Multiple Languages on page 120.
At least one SWSE is required for each Siebel Enterprise.
314

Note that uninstalling an SWSE instance that you have configured removes the associated Siebel
application virtual directories. See also Uninstalling the Siebel Web Server Extension on
page 268.
Note that the SWSE installer user interface can run in the supported languages described in
About The Language in Which Siebel Installers and Wizards Run on page 290.
Support for Heterogeneous Environments

SWSE configuration can be performed in homogeneous environments or in heterogeneous
environments where the Siebel Gateway Name Server (where you configure the SWSE logical profile)
and the Web server and SWSE are on different operating systems.
page 311.
Heterogeneous environments might resemble the following scenarios:
You installed the Siebel Gateway Name Server on a UNIX or Linux computer, and installed the
Web server and SWSE on a Windows computer.
You installed the Siebel Gateway Name Server on a Windows computer, and installed the Web
server and SWSE on a UNIX or Linux computer.
According to your needs, you can move the SWSE logical profile directory to another computer before
configuring the physical SWSE (applying the logical profile to an installed instance of SWSE). For
more information, see Applying the SWSE Logical Profile on page 83.
Siebel Web Server Extension Requirements for Siebel

Load Balancing
If you will use Siebel native load balancing for your Siebel Servers, then you must generate the loadbalancing configuration file (lbconfig.txt).
page 311.
After you create the SWSE logical profile, you generate the load balancing file and place the file in
the SWSE logical profile directory. When you apply the profile to an installed SWSE instance, the
SWSE Configuration Wizard copies the lbconfig.txt file to the installed SWSE.
After initially applying the SWSE logical profile, you might have to generate the lbconfig.txt file again
after installing and configuring additional Siebel Servers that will participate in load balancing. Then
apply the SWSE logical profile again.
For more information, see Process of Configuring the Siebel Web Server Extension on page 76 and
Process of Configuring Load Balancing for Siebel Business Applications on page 106.
31 5

Requirements for User Permissions for the Siebel Web

Server Extension
This topic describes some requirements for permissions that affect installation or operation of the
SWSE software and the Siebel virtual directories on the Web server.
page 311.
The user who will run the SWSE plug-in must have read, write, and execute permissions on the
SWSE_ROOT\public\language directories and their subdirectories (in this path, SWSE_ROOT is the
directory in which the SWSE is installed and language is a language directory such as ENU, FRA, CHT,
and so on). On Windows, grant these permissions to the IUSR (IIS 7 or later) or
IUSR_computername and IWAM_computername (IIS 6) user accounts. These permissions allow
static public files to be cached on the Web server. These directories are created during SWSE
installation and configuration. In general, Siebel administrators require full access to SWSE_ROOT
and all of its subdirectories.
The Web server administrator and all of the Siebel users and groups must have read and execute
permission on all of the virtual directories for Siebel Business Applications. The virtual directories are
created on the Web server during SWSE configuration. If these permissions are not granted, then
login pages will not be rendered properly.
See also Setting SWSE and Virtual Directory Permissions on page 134.
Requirements for Stopping and Starting the Web Server

At various points in the process of installing and configuring the Siebel Web Server Extension, you
might be required to stop the Web server, perform certain tasks, and then restart the Web server. Or
you might only have to restart the Web server. The SWSE Configuration Wizard also stops and starts
the Web server automatically, as needed.
For example, you have to stop the Web server before installing the current release as a migration
installation, and you have to restart the Web server after completing this installation. For more
information about when you might have to restart the Web server, see Restarting the Web Server
on page 135. See also the third-party documentation for the Web server product.
To stop and restart Microsoft IIS

1
Stop the Microsoft IIS services:
Stop the IIS Administration service.
Stop the World Wide Web Publishing service.
Restart the Microsoft IIS services:
Start the World Wide Web Publishing service.
Start the IIS Administration service.
316

page 311.
Requirements for Configuring Anonymous Users for the

As noted in Configuring the SWSE Logical Profile on page 77, when you configure the SWSE logical
profile, you are prompted for user names and passwords of Siebel users who will serve as anonymous
users for employee applications and customer applications, respectively. Provide the credentials for
the anonymous users, as appropriate for your deployment.
page 311.
The following are the two main types of anonymous users:
Anonymous user for employee applications. Where applicable, the anonymous user for
employee applications (sometimes called the employee user or the high interactivity user) starts
the anonymous session that displays the login page to an end user for an employee application.
NOTE: Most of the employee applications can be deployed using either high interactivity or
Siebel Open UI. Most of the employee applications are configured by default for high interactivity,
while newer applications, such as the Siebel Mobile applications, require Siebel Open UI.
Anonymous user for customer applications. Where applicable, the anonymous user for
customer applications (sometimes called the contact user or the standard interactivity user)
starts the anonymous session that displays the login page to an end user for a customer
application, and allows anonymous navigation within the application. This user must have access
to any public view in the application.
NOTE: Most of the customer applications can be deployed using either standard interactivity or
Siebel Open UI. Most of the customer applications are configured by default for standard
interactivity, while newer applications, such as Siebel eService for Siebel Open UI or Siebel
Partner Portal for Siebel Open UI, require Siebel Open UI.
If, after initial configuration, you change the password for the database account that you are using
for an anonymous user, or decide to specify a different anonymous user for a particular application,
then you can edit the eapps.cfg or eapps_sia.cfg files manually and update values for the parameters
AnonUserName and AnonPassword. Alternatively, you can re-create the SWSE logical profile and
reapply it to each physical SWSE.
Record the credentials for each anonymous user in your deployment in the worksheet provided in
For additional information about configuring anonymous users, see Siebel Security Guide.
Note the following guidelines and requirements:
All anonymous users for your deployment must be defined in the Siebel database and must be
defined as Siebel users. Strong passwords are highly recommended for anonymous user
accounts. Anonymous users should have limited access rights, no more than is necessary for the
usage context.
31 7

If your Siebel application does not use functionality that requires anonymous browsing, then you
can disable access by the anonymous user by setting the AllowAnonUsers parameter for the
Application Object Manager to False. If anonymous browsing must be enabled, then you set
AllowAnonUsers to True.
Some Siebel application functionality that requires that anonymous browsing be enabled include
using a Siebel login view (not just an HTML page), using external authentication such as LDAP,
browsing by unregistered users, self-registration, and so on.
If password encryption is in effect, then you must use the encryptstring utility to encrypt any
password before inserting it into eapps.cfg or eapps_sia.cfg as a value for AnonPassword. See
also 475381.1 (Article ID) on My Oracle Support. This document was previously published as
Siebel Alert 1306.
The anonymous user for employee applications that you configure in the wizard is defined in
eapps.cfg as a default that applies to all of the applications of this type. The AnonUserName and
AnonPassword parameters are defined once, in the [defaults] section of this file.
The anonymous user for customer applications that you configure in the wizard is defined in
eapps.cfg and eapps_sia.cfg for each application of this type. The AnonUserName and
AnonPassword parameters are defined in separate application-specific sections of these files.
To use application-specific anonymous users, you must define AnonUserName and AnonPassword
in separate application-specific sections of eapps.cfg or eapps_sia.cfg.
Optionally, you can create new database users before initial configuration through editing the
grantusr.sql script, which you review, modify, and execute before you install the Siebel database.
You still must add corresponding Siebel users. For more information, see Creating Table Owner
and Administrator Accounts on page 90.
Related Books
Related Topics
Creating Table Owner and Administrator Accounts on page 90
Requirements for Binary Coexistence of the Siebel Web

Server Extension
If you do not require side-by-side installations of the same or different versions of SWSE on the same
computer, then uninstall any existing version of SWSE on the computer before installing the current
version. See Uninstalling the Siebel Web Server Extension on page 268.
page 311.
318

Side-by-side installations of the same or different versions of SWSE on the same computer
(sometimes referred to as binary coexistence) might be helpful in some upgrade scenarios or for
development or testing purposes. In general, however, it is recommended that you install only one
instance of SWSE on each Web server computer. Binary coexistence scenarios might be subject to
limitations for your operating system and Web server platform.
NOTE: Scalability and performance implications must be taken into consideration when running
multiple instances of SWSE on a single Web server computer.
Note the following considerations and limitations applicable to binary coexistence:
Oracle Solaris using Oracle iPlanet Web Server. You can install multiple instances (virtual
server instances) of Oracle iPlanet Web Server on the same computer. You can also install
multiple instances of SWSE to run against these virtual server instances. Configure each SWSE
instance to communicate with a separate virtual server instance using a different port.
UNIX operating systems (including Linux) using Apache-based Web server. You can
install multiple instances of a supported Apache-based Web server on the same computer. You
can also install multiple instances of SWSE to run against these Web server instances. Configure
each SWSE instance to communicate with a separate Web server instance using a different port.
Microsoft Windows using Microsoft IIS. You can install only a single instance of the Web
server on the same computer. You can install multiple instances of SWSE on this computer, but
you cannot run multiple instances of SWSE simultaneously, unless you configure them to run in
separate memory spaces.
Before you configure a new installed instance of SWSE where another instance is already
installed and configured, you must edit the batch file that creates the virtual directories for Siebel
Business Applications so that the virtual directory names for the new instance are unique. The
virtual directories are created by batch files in the SWSE logical profile directory. You can also
edit these batch files before configuring the SWSE to remove entries for virtual directories that
you do not need.

Configuring the Siebel Database
Before you install and configure the Siebel database, review the following information:
Review database information in the Certifications tab on My Oracle Support and elsewhere.
For Siebel language support, Unicode support, and legacy code page support, see 1513102.1
(Article ID) for Siebel CRM version 8.1.1.x or 1524342.1 (Article ID) for Siebel CRM version
8.2.2.x on My Oracle Support.
For new installations, make sure that the Siebel database instance has been created and is
properly configured, as documented in Chapter 14, Configuring the RDBMS.
Review Chapter 5, Installing the Siebel Database on the RDBMS, including About Installing the
Siebel Database on page 87 and the topics that follow.
31 9

Obtain the services of a qualified database administrator (DBA) to assist you with your
installation and, where applicable, upgrade.
Complete the appropriate RDBMS-specific information in your copy of the worksheet in

Appendix A, Siebel Deployment Planning Worksheet, as follows.
General Requirement
Installing the Siebel database is subject to installation requirements for Siebel Database
Configuration Utilities related to Siebel Gateway Name Server authentication, which are noted in
page 304.
Oracle Database
For Oracle Database, make sure that the following elements are defined for your Siebel database:
Oracle SQLNet alias connect string. You need this to connect to your Oracle Database.
Table owner account (schema) name and password. Using an Oracle Database requires
that you assign a user name and password to any database tables that you create. The term table
owner refers to the schema that owns the database objects, such as tables, indexes, views, and
triggers.
Before installing the Siebel database components, you have to edit the grantusr.sql script, enter
this and related information, and execute the script. See Creating Table Owner and Administrator
Accounts on page 90.
Siebel data tablespace. The name of the tablespace on the Oracle Database server where the
Siebel data tables are stored.
Siebel index tablespace. The name of the tablespace on the Oracle Database server where the
Siebel indexes are stored.
Install the Oracle Database Client software onto the computer where you will install the Database
Configuration Utilities. For information about installing the Oracle Database Client for Siebel CRM
version 8.1.1.11 or version 8.2.2.4, see Siebel Security Guide.
NOTE: Make sure that the Oracle Database Client and Oracle Database versions are the same,
unless you are otherwise advised by Oracle Global Software Support or unless required for your
particular deployment. For supported versions of Oracle Database products, see the
Certifications tab on My Oracle Support.
320

IBM DB2
For IBM DB2, make sure that the following elements are defined for your Siebel database:
Database alias. The DB2 database alias that you created when you installed the DB2 software.
Table owner or database owner account user name and password. DB2 requires that you
assign a user name and password to each database that you create.
Before you install the tablespaces and indexes, you are prompted to edit the grantusr.sql script,
enter this and related information, and execute the script. See Creating Table Owner and
Administrator Accounts on page 90.
Siebel index tablespace. The name of the tablespace on the DB2 server where the Siebel
indexes are stored.
Siebel 4-KB tablespace. The name of the tablespace on the DB2 server where the 4 KB Siebel
data tables are stored.
Siebel 16-KB tablespace. The name of the tablespace on the DB2 server where tables reside
whose row length is equal to or greater than 4005 bytes, but less than 16384 bytes.
Siebel 32-KB tablespace. The name of the tablespace on the DB2 server where tables reside
whose row length is 32768 bytes.
Statistics are generated automatically during table, index, and seed data installation, and during
the Siebel Repository import process. However, it is recommended that statistics be kept up to
date through standard database administration procedures.
Make sure that you have installed the required IBM fix pack on your database server computer.
For more information, see the Certifications tab on My Oracle Support.
Make sure that IBM DB2 is properly configured and you have allocated disk space appropriate to
your installation requirements.

For Microsoft SQL Server, make sure that the following elements are defined for your Siebel
database:
Database name. The name of the SQL Server database that you created for Siebel Business
Applications.
Table owner account user name and password. SQL Server requires that you assign a user
name and password to any database tables that you create.
Before installing the Siebel database components, you have to edit the grantusr.sql script, enter
this and related information, and execute the script. See Creating Table Owner and Administrator
Accounts on page 90.
32 1

Requirements for Installing Siebel Web

Clients
Review the issues and tasks in this topic before running the Siebel Web Client installer.
Administrative Rights for Installation

Administrative rights are required for installation or uninstallation of the Siebel Mobile Web Client or
Developer Web Client.
For information about setting administration rights, consult the operating system manuals for the
version of Microsoft Windows on which you are installing the Siebel Web Client software.
For information about uninstalling Siebel Web Client software, see Uninstalling Siebel Web Clients
on page 270.
Directory Naming Conventions

By default, the Siebel Web Client installer assumes an installation directory of
C:\siebel\8.1\Client_1 or C:\siebel\8.2.2.0.0\Client_1 or a similar location. You can specify
to install in a different location, but the default location is generally recommended.
If you must change the installation location to use a nondefault path, then use installation directory
names that describe both the version number and the component being installed. The directory name
can use any characters appropriate for Windows-compatible long file names, except that spaces must
not be used in your install directory.
In this guide, the directory into which you install the Siebel Web Client is often referred to as
SIEBEL_CLIENT_ROOT. If you install into a directory other than the default, then make appropriate
substitutions throughout this guide.
CAUTION: Do not install other Siebel components, such as Siebel Tools, into the same directory
where you have installed the Siebel Web Client, such as C:\siebel\8.1\Client_1 or
C:\siebel\8.2.2.0.0\Client_1. Install each component into a separate directory, or into a
subdirectory of the top-level directory, such as a subdirectory of C:\siebel\8.1\Client_1 or
C:\siebel\8.2.2.0.0\Client_1. If you install the Sample Database, then do so in the same
directory as the Siebel Mobile Web Client. (Alternatively, you can install the Sample Database into
the Siebel Tools directory instead of the Siebel Mobile Web Client directory.) If you install multiple
Siebel components on the same computer (that will access different data sources), then determine
your directory-naming convention before you begin installing.
Related Topics
322

Requirements and Recommendations for Siebel Web Client

Before beginning Siebel Web Client installation, review the requirements and recommendations for
hardware, system software, and third-party software described in the Certifications tab on My Oracle
Support.
Restricted Support for Siebel Developer Web Client

The Siebel Developer Web Client is not supported for end-user deployment. This Siebel Web Client
type is supported only for development, troubleshooting, and limited administration usage scenarios.
Database Connectivity Software for Siebel Developer Web Client

Siebel Developer Web Client computers connecting directly to the Siebel database must have the
correct vendor-specific database connectivity software installed. See the Certifications tab on My
Oracle Support.
NOTE: The correct version of database connectivity software must be installed before you install the
Siebel Web Client.
For additional information, see Logging in to Your Siebel Application on page 162.
When you have installed your database connectivity software, configure it as follows:
For Oracle Database, you install and configure the Oracle client software to connect to the Siebel
database. Record the connect string and table owner information on the worksheet in Appendix A,
Siebel Deployment Planning Worksheet. Use the driver version specified in the Certifications tab
on My Oracle Support.
For an Oracle client, use a binary sort order for development environment databases. This setting
is required for adequate performance from the Siebel Developer Web Client.
For more information, see Specifying the Locale for Siebel Business Applications on page 292. See
also Configuring an Oracle Database for Siebel Business Applications on page 329 and Siebel
Database Upgrade Guide.
For IBM DB2, you install and configure the DB2 Client software to connect to the Siebel database.
Record the connect string and table owner information on the worksheet in Appendix A, Siebel
Deployment Planning Worksheet. Use the ODBC driver version specified in the Certifications tab
For IBM DB2 for z/OS, you use DB2 Connect to connect from the Siebel Developer Web Client to
the Siebel database. For details, see Implementing Siebel Business Applications on DB2 for z/OS.
For Microsoft SQL Server deployments, the correct versions of SQL Server Native Client (or SQL
Native Client) and Microsoft Data Access Components (MDAC) must reside on the computer
where you install the Siebel Web Client. For Microsoft SQL Server 2008, use SQL Server Native
Client. For more information, see the Certifications tab on My Oracle Support.
The Siebel Web Client uses these drivers, but creates its own ODBC data source during the
installation. Record this data source on the worksheet in Appendix A, Siebel Deployment Planning
Worksheet.
32 3

Siebel Repository Files Requirement

Make sure that you have the Siebel Repository files (SRF files) that are correct for your installed
Siebel CRM version and the version of your Siebel database, such as Siebel CRM version 8.1.1.11 or
version 8.2.2.4. For more information, see Obtaining Updated Siebel Repository Files on page 118.
Other Third-Party Software

Your Siebel application might require some third-party software products to be installed on the client
computer, for full functionality. For more information about third-party software, see the
For information about requirements for the Web browser environment for running Siebel Web Clients,
see also Siebel System Administration Guide.
NOTE: Remember to install on the client computers all of the software required to view any standard
attachment types your Siebel Business Applications deployment might use.
Closing Browser Sessions

Before you install the Siebel Web Client software, it is strongly recommended that you close any
browser sessions on the client computer.
For information about requirements for the Web browser environment for running Siebel Web Clients,
see also Siebel System Administration Guide. See also Enabling Siebel Open UI on page 114.

Before you install Siebel Tools, check the following requirements:
Your Siebel Tools platform must meet the requirements defined in the Certifications tab on My
Oracle Support.
You must have all of the third-party software required for your implementation installed,
including the database connectivity software for your chosen RDBMS. See the Certifications tab
You must have installed and configured the Siebel Enterprise Server software, as described in
Chapter 3, Installing Siebel Enterprise Server Components and the Siebel Web Server Extension,
and Chapter 4, Configuring Siebel Enterprise Server Components and the Siebel Web Server
Extension.
You must have created the Siebel database and installed the Siebel schema and seed data, as
described in Chapter 14, Configuring the RDBMS, and Chapter 5, Installing the Siebel Database
on the RDBMS. This database stores the Siebel Tools project repositories.
A local database can also be initialized for each developer user, as applicable. For more
information, see Configuring Siebel Business Applications and Using Siebel Tools.
NOTE: Siebel Tools can also access demonstration data in the Siebel Sample Database, which
you can install with the Siebel Mobile Web Client. For more information, see Installing and Using
the Siebel Sample Database on page 157 and related topics.
324

For Microsoft SQL Server deployments, the correct versions of SQL Server Native Client (or SQL
Native Client) and Microsoft Data Access Components (MDAC) must reside on the computer
where you install the Siebel Tools Client. For Microsoft SQL Server 2008, use SQL Server Native
Client. For more information, see the Certifications tab on My Oracle Support.
The Siebel Tools Client uses these drivers, but creates its own ODBC data source during the
installation. Record this data source on the worksheet in Appendix A, Siebel Deployment Planning
Worksheet.
The sort order for the Siebel database for development environments must be set to binary. If it
is set otherwise, then you cannot compile or merge repositories.
Administrative rights are required for installation or uninstallation of Siebel Tools. For information
about setting administration rights, consult the operating system manuals for the version of
Microsoft Windows on which you are installing the Siebel Web Client software.
Related Topics

Configuring Siebel Management Agents
and Siebel Management Server
This topic describes requirements and prerequisite tasks for configuring Siebel Management Agent
and installing and configuring Siebel Management Server.
Using Siebel Image Creator, create a Siebel installation image on your network that includes the
files required to install Siebel Server and Siebel Management Server for all of the applicable
operating systems. For more information about using Image Creator, see Chapter 15, Creating
the Siebel Installation Image on the Network.
Siebel Management Agent is automatically installed with each Siebel Server installation, and
can be installed on supported versions of Microsoft Windows or UNIX operating systems.
Siebel Management Server can only be installed on Microsoft Windows.
On Microsoft Windows Server 2008 or Windows Server 2012, before you run the installer
executable program (setup.exe) for Siebel Management Server for the first time, you must set
the compatibility mode to Windows Server 2003 (service pack 1). Do this on each applicable
computer where you install Siebel Management Server, for either a new installation or a patch
installation. For more information about setting the compatibility mode, see Microsoft
documentation.
For more information about Siebel Business Applications support for Microsoft Windows Server
2008 and Windows Server 2012, see the Certifications tab on My Oracle Support. See also
781428.1 (Article ID) on My Oracle Support.
32 5

Java Runtime Environment (JRE) must be installed on any computer that will host Siebel
Management Agent or Siebel Management Server. Also, the JAVA_HOME environment variable
must be set to point to the JRE installation location at the time that you configure these modules
(for example, C:\Program Files\Java\jre6 on Windows). For supported version information,
see the Certifications tab on My Oracle Support.
If you use Perl scripts as part of the configuration process, then the computers that host Siebel
Management Agent or Management Server must have a recent version of Perl installed. The Perl
installation directory must be correctly referenced in the PATH environment variable.
If you intend to use Secure Sockets Layers (SSL) with Siebel Management Agent or Management
Server, then you must review all of the applicable information before you install and configure
the software. For details, see Siebel Security Guide.
NOTE: If you are not yet ready to configure SSL, then it is strongly recommended that you
postpone configuration of Management Agent and Management Server until you are fully ready
to configure SSL for these components.
Determine your installation and configuration strategy for your Siebel Servers, Siebel
Management Agents, and Siebel Management Server. Review the remaining points in this topic.
After you install the Siebel Server software, configure the Siebel Server. Then configure the
Siebel Management Agent, using the Management Agent Configuration Wizard. For Siebel Server
installation instructions, see Chapter 3, Installing Siebel Enterprise Server Components and the
Siebel Management Agent cannot be uninstalled separately from the Siebel Server. Uninstalling
Siebel Server uninstalls this instance of Management Agent. For Siebel Server uninstallation
instructions, see Chapter 12, Uninstalling Siebel Business Applications.
Siebel Management Server can only be installed on Microsoft Windows.

One instance of Siebel Management Server can support one or more Siebel Enterprises.
For installation instructions, see Chapter 10, Installing and Configuring Siebel Management Agents
and Siebel Management Server.
Before you configure Siebel Management Server after installation, you must install and configure
at least one instance of Siebel Management Agent. Ideally, you will already have installed and
configured all of the Siebel Servers and Management Agents. The Management Server
Configuration Wizard can register one or two Management Agents with the Management Server.
You can register additional Management Agents by using the Perl scripts that are provided with
the software.
326
14 Configuring the RDBMS

This chapter provides guidelines for configuring the third-party RDBMS and creating the database
instance that you will use for the Siebel database. It includes the following topics:
Overview of Database Configuration on page 327
Configuring an Oracle Database for Siebel Business Applications on page 329
Configuring an IBM DB2 Database for Siebel Business Applications on page 337
Configuring a Microsoft SQL Server Database for Siebel Business Applications on page 349
Configuring Siebel Server Connectivity to the Siebel Database on page 355
Overview of Database Configuration

This chapter is intended for use by database administrators (DBAs) and by others who can perform
the tasks for configuring the third-party RDBMS and creating the database instance that you will use
for the Siebel database.
Follow the general steps for your supported RDBMS platform, as described in this chapter. For more
information, see your third-party vendor documentation, the guidelines presented in this chapter for
each RDBMS, and other applicable parts of this guide.
For the third-party RDMBS product versions supported for this release of Siebel Business
Applications, see the Certifications tab on My Oracle Support.
Oracle Support.
CAUTION: Do not perform any of the tasks mentioned in this chapter in an upgrade environment
(or in another environment where you have an existing Siebel database). In particular, you do not
create the database instance on the RDBMS. However, after the upgrade is complete, you might have
to modify database parameters for your RDBMS platform to match settings described in this chapter.
For more information, see About Installing in Upgrade Environments on page 281 and Roadmap for
Installing and Configuring Siebel Business Applications in an Upgrade Case (Existing Database) on
page 36.
For nonupgrade deployments (where there is no existing Siebel database), after creating the
database instance and installing Siebel Business Applications software, you use scripts and utilities
that are provided with the Database Configuration Utilities installation to create the Siebel database.
Creating the Siebel database loads the Siebel schema and seed data into the database instance. For
more information, see Chapter 5, Installing the Siebel Database on the RDBMS.
See also Planning RDBMS Installation and Configuration on page 287.
32 7
Configuring the RDBMS Overview of Database Configuration
In this guide, DBSRVR_ROOT refers to the installation directory of the Siebel Database Configuration
Utilities. For more information, see File and Directory Naming Conventions on page 294.
NOTE: In general, it is easier to configure and administer a Siebel database that does not share a
database instance with other applications. This approach is considered a best practice. However,
some customers might decide to include multiple applications in a single database instance. The
implications of this choice might differ by RDBMS type: for example, the term database instance has
a different meaning for an Oracle Database than it does for IBM DB2. The shared database instance
must be configured according to the requirements described in this chapter.
After you have completed configuring your database as described in this chapter, you can perform
all of the Siebel installation and configuration tasks, including those described in:
Chapter 5, Installing the Siebel Database on the RDBMS
Overview of Configuring the Database

The overall process of configuring the RDBMS and installing the Siebel database is outlined as
follows. The exact process depends on your deployment requirements.
Install the RDBMS software:
Install the RDBMS server software on the appropriate server computers.
Install the RDBMS client software on computers where you will install Siebel Server, Siebel
Tools, or other modules that directly connect to the Siebel database.
Create the database instance.
Configure the parameters for the database instance.
(IBM DB2 and Microsoft SQL Server) Create the database, and configure the parameters for the
database.
Configure storage settings, log space, and other elements for the Siebel database.
NOTE: After you perform these tasks, you install the Siebel Enterprise Server software, including
Siebel Gateway Name Server, Siebel Database Configuration Utilities, and Siebel Server. You
must install Database Configuration Utilities and Siebel Server on the computer where you run
the Siebel Gateway Name Server; it is optional to configure and deploy this installed Siebel
Server. Then you configure the Siebel Gateway Name Server, the Siebel Enterprise, and the
Siebel Web Server Extension (SWSE) logical profile.
328
Configuring the RDBMS Configuring an Oracle Database for Siebel Business Applications
On the computer where you installed the Database Configuration Utilities, run the Database
Configuration Wizard. Perform the task to install the Siebel database (schema) in the database
instance.
This step creates the Siebel objects (tables and indexes) in the Siebel database, imports seed
data for the primary language, and adds the Siebel Repository for the primary language. Also
perform the other applicable tasks for the Siebel database. For more information, see Chapter 5,
Installing the Siebel Database on the RDBMS.
NOTE: After you perform these tasks, you configure the Siebel Server, install and configure the
SWSE, and perform additional configuration tasks that are required for your deployment.
About Using Sample Scripts for Creating Siebel Database Objects

Sample scripts that are provided with the Database Configuration Utilities installation can optionally
be used to create the Siebel database. These scripts are for testing purposes in small, nonproduction
environments only. If you intend to use such a script, then first perform the tasks listed previously,
through Step 6 on page 329, but omit Step 4 and Step 5.
Related Topics
Guidelines for Creating Oracle Database Objects on page 335
Guidelines for Creating IBM DB2 Database Objects on page 348
Guidelines for Creating Microsoft SQL Server Database Objects on page 353
Configuring an Oracle Database for

This topic contains guidelines for obtaining optimum performance from an Oracle Database. These
guidelines will be useful to a broad segment of customers. Choose values for the parameters that
are described in this guide that reflect the conditions in your particular environment. For more
information, see Oracle Database technical documentation.
See also Overview of Database Configuration on page 327.
NOTE: When scripts from the Siebel Database Configuration Utilities installation are executed in an
Oracle Database, as described in Chapter 5, Installing the Siebel Database on the RDBMS, sequences
are generated with the CACHE option. Do not drop these sequences and regenerate them with the
NOCACHE option, or else performance might be adversely affected and database contention might
occur. If you require additional Oracle sequence objects, then you must create them manually, and
you must grant SELECT on these objects to SSE_ROLE.
Collect statistics for the tables, indexes, and histograms for the columns where the data shape is
skewed. Recollect these statistics whenever a large amount of data has been updated, deleted, or
inserted. For more information about how to collect statistics, see the Oracle Database
administration manuals.
32 9
For performance reasons, do not collect statistics for an empty table. For more information, see
478242.1 (Article ID) on My Oracle Support. This document was previously published as Siebel Alert
1162.
Guidelines for Configuring an Oracle Database

Various kinds of guidelines are presented for configuring an Oracle Database:
Guidelines for Selecting a Language for Oracle Database on page 330
Guidelines for Configuring Settings in the init.ora File on page 331
Guidelines for Sizing Redo Logs for an Oracle Database on page 332
Guidelines for Creating Oracle Tablespaces on page 333
Guidelines for Sizing the Oracle Database on page 334
Guidelines for Creating Temporary Oracle Tablespaces on page 334
Guidelines for Overriding Oracle Default Tablespaces for Database Objects on page 334
Guidelines for Creating Oracle Database Objects on page 335
Guidelines for Ongoing Oracle Database Administration on page 336
Guidelines for Using Real Application Clusters for an Oracle Database on page 337
Guidelines for Selecting a Language for Oracle Database

When creating your database, you must specify the character set at the database level. You specify
other language characteristics at the database client level.
This topic is part of Configuring an Oracle Database for Siebel Business Applications on page 329.
Related Topics
To specify the character set of your database
Execute the following command to specify the character set for your database:
CREATE DATABASE INSTANCE_NAME CHARACTER SET CHARACTER_SET_NAME
where:
INSTANCE_NAME is the name of your Oracle Database instance; for example, SIEBCRM.
CHARACTER_SET_NAME is the textual name of the character set that you want to run; for
example, WE8MSWIN1252 or AL32UTF8.
330
National Character Set

Siebel Business Applications do not use the three data types that store Unicode data using the
national character set (NCHAR, NVARCHAR2, NCLOB). The default national character set,
AL16UTF16, is acceptable.
Sort Order and Date Format

Follow the documented Oracle Database guidelines for client-level settings for the NLS_SORT and
NLS_DATE_FORMAT parameters.
Guidelines for Configuring Settings in the init.ora File

The init.ora file contains parameters that have a major effect on the performance of Siebel Business
Applications using Oracle Database.
Use the following settings as guidelines for your initial configuration. Your final settings will vary
depending on the hardware configuration, the number of users, and the type of workload.
In the init.ora file, default parameter values are provided for small, medium, and large database
deployments. Unless the configuration parameters are specified in the following settings, set them
to the large database values. For detailed descriptions of each of the parameters and their effects
on database performance and system resource utilization, see Oracle Database documentation.
Brief descriptions follow for several parameters for which you might have to adjust values:
CURSOR_SHARING. This parameter is set to EXACT by default and must not be changed.
CAUTION: Changing this value might lead to failure of some Siebel Server components.
DB_FILE_MULTIBLOCK_READ_COUNT. The database buffer cache parameter dictates the

number of data blocks that are read in a single Oracle I/O operation during a table scan. For most
implementations, set this parameter to an initial value of 32. If you are using NAS storage (such
as a NetApp Filer), then set the value to 8 to reduce potential network traffic problems.
MEMORY_TARGET. This parameter specifies the Oracle system-wide usable memory. A

common recommendation is to set it to a value equalling the physical memory minus 1 GB. For
example, if the Oracle Database server has 16 GB of memory, then set MEMORY_TARGET to 15
GB.
NLS_DATE_FORMAT. Set this parameter as needed. The default setting is DD-MON-YY. For
information about the supported formats, see Oracle Database documentation and see
Specifying the Locale for Siebel Business Applications on page 292.
NLS_SORT. The sort order is specified during the initial installation of a database and defines
the way in which the database sorts character data. Sort order support depends on both the code
page of the database and whether it will be used in a development or a production environment.
For more information, see Specifying the Locale for Siebel Business Applications on page 292.
33 1
Considerations for development and production environments are as follows:
Development environment databases. The repository object names in your development

environment database must sort using a binary sort order, because Siebel Tools uses this sort
order internally. Specify the same sort order at the database client level, so that output there
does not have to be resorted.
NOTE: Binary sort order is the simplest and fastest sort order to perform in the database.
Binary sorting is case-sensitive and is based on the numeric values (for example, 0 through
255 for an 8-bit character set) of the characters in the installed character set.
Customers are responsible for making sure their data is backed up and restored correctly.
Production environment databases. For information about production environment

database restrictions, see the Certifications tab on My Oracle Support. See also Oracle
Database documentation.
OPEN_CURSORS. This parameter controls the amount of spaces that are reserved for the
maximum number of cursors (a cursor being the same as an open query). The minimum open
cursor requirement for Oracle Database is 1000 and the maximum is 2000. Within these limits,
this parameter can be adjusted according to observed usage patterns.
OPTIMIZER_FEATURES_ENABLE. This is an umbrella parameter for enabling a series of

optimizer features that are based on an Oracle release number. For example, set this parameter
to a value corresponding to the current release level of your Oracle Database. For more
information, see Oracle Database documentation. For more information about performance
tuning for Siebel CRM with an Oracle Database, see 781927.1 (Article ID) on My Oracle Support.
OPTIMIZER_INDEX_COST_ADJ. It is recommended that you set this parameter to 1. Use this

parameter to tune the optimizer to use index access path over a full table scan. However,
depending on the data shape for your Siebel database, how statistics are gathered, and the
nature of your Siebel configuration changes, other values might provide better results.
OPTIMIZER_MODE. Set this parameter to ALL_ROWS (the default) for the Cost-Based Optimizer
(CBO).
NOTE: For more information about performance tuning for Siebel CRM with an Oracle Database,
see 781927.1 (Article ID) on My Oracle Support. See also Siebel Database Upgrade Guide.
Guidelines for Sizing Redo Logs for an Oracle Database

If redo logs are too small, then frequent log switches occur, creating resource-intensive Oracle
Database check-pointing in which all of the dirty buffers are flushed. A range of 10 to 15 minutes or
longer for log switching is preferable under a normal OLTP (Online Transaction Processing) load.
However, during periods of heavy DML (data manipulation language) activity, such as during large
Siebel EIM loads or upgrades, the logs might switch more frequently than every two minutes. When
this occurs, overall database performance suffers as a result.
You can check the frequency of this operation either in the alert log or by querying v$loghist. It is
best to use verification when there is the greatest activity and the heaviest load on the database.
If this activity occurs too frequently, then drop and re-create individual redo log groups with larger
sizes. A suggested minimum size is 300 MB.
332
Guidelines for Creating Oracle Tablespaces

The initial (minimum) tablespace allocation recommendations are as follows:
Data: 5 GB
Index: 5 GB
Temp: 2 GB
System: 2 GB
Sysaux: 1 GB
This allocation is enough for a fresh installation of Oracle Database (Unicode-enabled or nonUnicode-enabled).
The following additional guidelines will help you in creating tablespaces:
To improve performance on your production system, create at least two tablespaces for a Siebel
implementation: one for indexes and one for data.
Distribute objects that you anticipate to be large or points of contention by creating additional
separate tablespaces (preferably on separate disk devices).
Be sure that you, or whoever is responsible for setting up permissions, grant the Siebel table
owner account the privilege and sufficient quota to create tables and indexes in these
tablespaces.
Besides the table owner, the database user ID used for Siebel Marketing also requires additional
rights at the database level within the OLTP schema. You must grant DROP TABLE, DROP INDEX,
CREATE TABLE, and CREATE INDEX rights to this user. For more information, see Siebel Marketing
Installation and Administration Guide.
Set storage parameters for your data and index tablespaces. The Siebel database installation
procedure does not set storage parameters for the objects it creates. The storage configuration
for each object follows the default storage parameters of its tablespace. It is recommended that
you create locally managed tablespaces by using the following syntax:
extent management local autoallocate segment space management auto;
In a development or test environment, multiple Siebel Business Applications installations can

coexist on one Oracle Database instance. Install each Siebel database under a separate table
owner, so that each schema owner is unique.
Function-based indexes based on expressions that require QUERY_REWRITE_ENABLED to equal

TRUE are not supported. However, DESC (descending) indexes are supported, as in a standard
schema.
33 3
Guidelines for Sizing the Oracle Database

Monitor object growth and fragmentation carefully and alter the database storage parameters as
required. Also use the following guidelines for initial sizing of your Oracle Database. (If you use
EXTENT MANAGEMENT LOCAL AUTOALLOCATE for CREATE DATABASE, then these guidelines do not
apply.)
Set the initial extent to a very small size (the minimum is one database block), so that empty
tables and indexes do not consume large amounts of space. For example, start with either two
or four blocks (in other words, 16 KB or 32 KB with an 8-KB block size). This allocation promotes
less fragmentation.
Even if you have as many 10,000 objects, this number of objects uses only 312 MB, which is far
less space required than for some standard office software packages.
Set the default next extent for your data and index tablespaces to a minimum of 100 KB.
Guidelines for Creating Temporary Oracle Tablespaces

Modify all of the user temporary tablespace definitions from the default of SYSTEM to the name of the
temporary tablespace; for example, TEMP.
To find out which users are assigned to which temporary tablespaces, query the
TEMPORARY_TABLESPACE column of DBA_USERS. If any users are assigned to a tablespace other
than the one allocated for temporary sort-type operations, then correct the situation.
Guidelines for Overriding Oracle Default Tablespaces for

Database Objects
Siebel Business Applications provide the option of overriding the default storage parameters for the
tablespaces in which specific tables or indexes are created. You created these tablespaces by using
the instructions in Guidelines for Creating Oracle Tablespaces on page 333. To override these
parameters, edit the ddl.ctl file located in the DBSRVR_ROOT\oracle directory.
NOTE: The ddl.ctl file must not be modified except by a qualified DBA.
For each Siebel object (table or index), you can specify a tablespace by using the Table Space
parameter. In the following example, the tablespace for the table S_APP_VIEW is set to DATA1.
334
As provided by Siebel Business Applications, the .ctl file does not set storage parameters for the
objects it creates, so that they default to the parameters of the tablespaces in which they are
created. However, the Table Space parameter works only under the following conditions:
When the table does not yet exist (for example, when you are performing a new database
installation).
When the table must be rebuilt. In other words, when schema changes are made to the table
such that an ALTER TABLE command is insufficient to implement the schema changes. In this
case, the table must be dropped and re-created.
The following example illustrates the use of the Table Space parameter to set storage values for
specific tables:
[Object 219]
Type = Table
Name = S_APP_VIEW
Column 1 = ROW_ID VARCHAR(15) NOTNULL
Column 2 = CREATED TIMESTAMP NOTNULL DEFAULT %NOW%
Column 3 = CREATED_BY VARCHAR(15) NOTNULL
Column 4 = LAST UPD TIMESTAMP NOTNULL DEFAULT %NOW%
Column 5 = LAST_UPD_BY VARCHAR(15) NOTNULL
Column 6 = DCKING_NUM NUMERIC(22,7) DEFAULT 0
Column 7 = MODIFICATION_NUM NUMERIC(10,0) NOTNULL DEFAULT 0
Column 8 = CONFLICT_ID VARCHAR(15) NOTNULL DEFAULT '0'
Column 9 = NAME VARCHAR(50) NOTNULL
Column 10 = DESC_TEXT VARCHAR(255)
Column 11 = LOCAL_ACCESS_FLG CHAR(1)
Table Space = data1
If you use locally managed tablespaces and want to change the storage parameters, then see Oracle
Database technical documentation.
For an example (IBM DB2) of overriding the defaults for specific tables and indexes, see Guidelines
for Overriding IBM DB2 Default Tablespaces for Database Objects on page 345.
Guidelines for Creating Oracle Database Objects

Siebel Business Applications provide sample scripts (CrBlankOracleSiebelDEMO.sql and
CrBlankOracleSiebelDEMOPostCrDB.sql), located in the DBSRVR_ROOT\Oracle directory. Use these
scripts as a reference to help you create your own scripts for creating a blank Siebel database, based
on the requirements for your deployment.
Use the settings in the script as guidelines for your initial configuration. Your final settings will vary
depending on the server hardware configuration, the number of users, and the type of workload. Use
a small, nonproduction environment for testing purposes.
Before using these scripts, read the file CrBlankOracleSiebelDEMOReadMe.txt. See also Overview of
Database Configuration on page 327.
33 5
After you install the Database Configuration Utilities on the Siebel Server computer, as described in
Chapter 3, Installing Siebel Enterprise Server Components and the Siebel Web Server Extension, you
can modify the database table and index creation scripts to specify the tablespace names that you
created for Siebel tables and indexes. For more information, see Guidelines for Overriding Oracle
Default Tablespaces for Database Objects on page 334.
Additional information about Oracle Database configuration and tuning options is available from
Oracle, your hardware vendor, and other sources.
Guidelines for Ongoing Oracle Database Administration

After your Siebel Business Applications installation is up and running, monitor the following areas on
a regular basis:
Insertion rates on tables. You probably will want to set the INI_TRANS value for tables with
high insertion rates to a value higher than 1; a typical setting is 4.
This parameter determines how many simultaneous inserts can occur on the database blocks that
store data for those tables and, therefore, can affect performance in an intensive data-entry
environment. Use multiple freelists for the table S_DOCK_TXN_LOG, because this table receives
numerous inserts.
SGA cache hits. Determine whether SGA parameters have to be adjusted for your system.
The extents used by each object. A large number of extents on a table or index creates
response time degradation for transactions that access the table or index.
Siebel tables that are subject to frequent INSERT and DELETE operations. This
transaction mixture can cause some database tables to become fragmented over time.
If you are using Siebel Remote, then your DBA must monitor space utilization and fragmentation
of the following tables, and perform regular database maintenance procedures as recommended
for an Oracle Database. Monitor the following tables in particular, because they will have frequent
changes when transaction logging is enabled:
S_SRM_REQUEST
S_DOCK_TXN_LOG
S_DOCK_TXN_LOGT
S_DOCK_TXN_SET
S_DOCK_TXN_SETT
S_DOCK_INST
S_DOCK_INIT_ITEM
Your DBA might also choose to monitor all of the tables and indexes in the Siebel schema,
reorganizing them when required.
336
Configuring the RDBMS Configuring an IBM DB2 Database for Siebel Business
Applications
Guidelines for Using Real Application Clusters for an

Oracle Database
Siebel Business Applications support Oracle Real Application Clusters (RAC) failover configurations
for Oracle Database. Both active-passive and active-active RAC configurations are supported.
For more information, see:
473859.1 (Article ID) on My Oracle Support. This document was previously published as Siebel
Technical Note 635.
478215.1 (Article ID) on My Oracle Support. This document was previously published as Siebel
FAQ 2220.
Concepts documentation for Oracle Real Application Clusters software on Oracle Technology
Network.
Configuring an IBM DB2 Database for

This topic contains guidelines for obtaining optimal performance from an IBM DB2 Database for use
with Siebel Business Applications. These guidelines will be useful to a broad segment of customers.
Choose values for the parameters described in this guide that reflect conditions in your particular
environment. For more information, see IBM DB2 technical documentation.
NOTE: In this guide, the terms IBM DB2 or DB2 are often used to refer to the database platform
IBM DB2 for Linux, UNIX, and Windows.
When you use IBM DB2, the DB2 Client must be installed on the RDBMS computer where the Siebel
database is located. Verify that the DB2 Client is installed before proceeding. For details, see Siebel
Database Upgrade Guide. In addition, the DB2 Runtime Client must be installed on the Siebel Server
computer. For details, see the Certifications tab on My Oracle Support.
on DB2 for z/OS instead of this chapter. See also the relevant information under Planning RDBMS
Installation and Configuration on page 287.
Guidelines for Configuring an IBM DB2 Database

Various kinds of guidelines are presented for configuring an IBM DB2 database:
Guidelines for Setting IBM DB2 Database Manager Configuration Parameters on page 338
Guidelines for Selecting a Language for IBM DB2 on page 339
Guidelines for Creating the IBM DB2 Database on page 340
33 7
Applications
Guidelines for Setting IBM DB2 Configuration Parameters on page 341
Guidelines for Setting Up IBM DB2 Buffer Pools on page 343
Guidelines for Creating IBM DB2 Tablespaces on page 344
Guidelines for Overriding IBM DB2 Default Tablespaces for Database Objects on page 345
Guidelines for Preventing IBM DB2 from Running Out of ODBC Statement Handles on page 347
Guidelines for Determining IBM DB2 Log Space on page 347
Guidelines for Creating IBM DB2 Database Objects on page 348
Guidelines for Managing IBM DB2 Fragmentation on page 348
Guidelines for Setting IBM DB2 Database Manager

Configuration Parameters
You can set the IBM DB2 database configuration parameters by using the update database manager
configuration command of the DB2 Command Line Processor or DB2 command prompt, or by using
the DB2 Control Center. For more information about modifying these configuration parameters, see
IBM DB2 technical documentation.
Table 23 on page 338 describes IBM DB2 database manager configuration parameters that differ from
the default settings. Set these parameters for each DB2 instance. Use the configuration information
in Table 23 for the listed parameters. For parameters not listed in this table, accept the default
settings.
This topic is part of Configuring an IBM DB2 Database for Siebel Business Applications on page 337.
Table 23.
IBM DB2 Database Manager Configuration Parameters
Parameter
Explanation
Setting or Comment
SHEAPTHRES
Sort heap threshold (4 KB)
200000
Deployments with 3,000 or
more concurrent users and
using over 5 GB of RAM can
increase this to 300000.
If you are using automatic
management, then set this
parameter to 0.
DIR_CACHE
Directory cache support
YES
ASLHEAPSZ
Application support layer heap size
15
RQRIOBLK
Maximum requester I/O block size (bytes)
65535
MON_HEAP_SZ
Database monitor heap size (4 KB)
128 (minimum)
KEEPFENCED
Keep Fenced process
YES
338
Applications
Table 23.
IBM DB2 Database Manager Configuration Parameters
Parameter
Explanation
Setting or Comment
NUM_INITAGENTS
Initial number agents in pool
10
NUM_POOLAGENTS
Number of agents in the agent pool kept

active at all times
80
MAX_COORDAGENTS
Maximum number coordinating agents
automatic
INDEXREC
Index re-creation time
RESTART
INTRA_PARALLEL
Enable intra-partition parallelism
NO
INSTANCE_MEMORY
Amount of memory to be reserved for

instance management
automatic
DB2set Parameters
Use the db2set command to set the parameters (for example, db2set DB2_HASH_JOIN = NO)
referenced in Table 24 on page 339. On Windows, you access this command through the DB2
command prompt (db2cmd).
Table 24.
db2set Parameters
Parameter
Explanation
Setting
DB2_PARALLEL_IO
Useful when using RAID devices. For more

information, see IBM DB2 documentation.
* (asterisk)
DB2_REDUCED_OPTIMIZATION
Controls optimization techniques used at

specific optimization levels.
IXOROFNR
Guidelines for Selecting a Language for IBM DB2

As part of database creation, you must set the language characteristics of your database, even if you
deploy in only one language.
To do this, you must know in which of the Siebel-supported languages your database runs, the
codeset your database uses, the territory for your language, and the sort order (also known as the
collation sequence) that your users prefer.
For an IBM DB2 production environment database, you can use any sort order. For a development
environment database, you must use binary (identity) sort order.
Setting the language characteristics of the database is part of the sample script in the
DBSRVR_ROOT\DB2UDB directory.
Oracle Support.
33 9
Applications
See also Planning RDBMS Installation and Configuration on page 287 and Specifying the Locale for
Siebel Business Applications on page 292.
See also Verifying Installation for the Siebel Database on page 180.
Codeset
IBM DB2 distinguishes between a code page (also known as a character set) and a codeset. A codeset
is defined as a textual string that describes the character encoding standard used for the database,
whereas a code page is a numeric representation of the same standard.
Territory
The territory, or region, is a combination of the language and the locale; for example, French would
be a language example, while Canada or France would be locales in which French is used with
regional differences. So, an example of a territory is Canadian French.
Sort Order
The sort order is specified during the initial installation of a database and defines the way in which
the database sorts character data. Sort order support depends on both the code page of the database
and whether it will be used in a development or a production environment.
For more information about supported sort orders, see the Certifications tab on My Oracle Support.

environment database must sort in the same order that they would under the UTF-16 binary sort
order, because Siebel Tools uses this sort order internally.
NOTE: Binary sort order is the simplest and fastest sort order to perform in the database. Binary
sorting is case-sensitive and is based on the numeric values (for example, 0 through 255 for an
8-bit character set) of the characters in the installed character set.
Customers are responsible for making sure that their data is backed up and restored correctly.
Production environment databases. For information about production environment database

restrictions, see the Certifications tab on My Oracle Support. See also IBM DB2 documentation.
Guidelines for Creating the IBM DB2 Database

If you are installing a database that is to be enabled for Unicode, then you must specify UTF-8 as the
codeset (including the hyphen). UTF-8 is the parameter used for Unicode implementations on IBM
DB2, although the processing will use UCS-2. When you specify UTF-8 as the encoding for the
VARCHAR type, the encoding for the VARGRAPHIC type is automatically set to UCS-2, even though
UCS-2 is not specified as the parameter.
Verify that your data is exported and imported correctly.
340
Applications
Oracle Support.
To create the IBM DB2 database

1
Locate the primary (base) language that your database will use, the territory for your language,
and the applicable codeset.
Using the DB2 Command Line Processor or DB2 command prompt, enter the following command:
db2 create database dbname using codeset territory collate using identity
where:
dbname is the alias for your database
codeset is the textual representation of your code page
territory is the territory for the language that your database runs in, under that codeset
Guidelines for Setting IBM DB2 Configuration

Parameters
The database configuration parameters can be set by using the update database configuration
command of the DB2 Command Line Processor or DB2 command prompt, or by using the DB2 Control
Center.
For more information about modifying these configuration parameters, see IBM DB2 technical
documentation.
Table 25 on page 342 describes IBM DB2 database configuration parameters that differ from the
default settings. However, these descriptions are guidelines only. Set these parameters for each
database within an instance on which you run your Siebel application. For other parameters, accept
the default settings.
34 1
Applications
Table 25.
IBM DB2 Configuration Parameters
Parameter
Explanation
Setting
DFT_DEGREE
Degree of parallelism (the value 1 turns query

parallelism off).
DFT_QUERYOPT
Default query optimization class. This parameter

only takes effect on the database server and
affects the Siebel Server components, such as
Siebel EIM or Siebel Remote.
Queries run through the UI are not affected by this

setting. They take the value of the Siebel system
preference DB2: Default Opt Level, or you can
override them at the business component level by
using Siebel Tools.
DBHEAP
Database heap (4 KB).
10000
CATALOGCACHE_SZ
Catalog cache size (4 KB).
10000
LOGBUFSZ
Log buffer size (4 KB).
512
LOCKLIST
Maximum storage for lock list (4 KB).
Automatic.
SORTHEAP
Sort list heap (4 KB).
Automatic.
Use lower values for development environments;

use higher values for production. However,
increasing this value can lead to insufficient
memory on the database server. Also, this
parameter might have to be set below the
recommended range if you have a high number of
Siebel users.
Always monitor database server memory and
performance to find the best setting for your
environment.
STMTHEAP
Minimum setting. If necessary, increment this

parameter in 1048 blocks.
25600
STAT_HEAP_SZ
Statistics heap size (4 KB).
14000
MAXLOCKS
Percentage of lock lists for each application.
Automatic.
LOCKTIMEOUT
Lock time out (seconds).
300
CHNGPGS_THRESH
Changed pages threshold.
60
NUM_IOCLEANERS
Number of asynchronous page cleaners.
Automatic.
SEQDETECT
Sequential detect flag.
YES
DFT_PREFETCH_SZ
Default prefetch size (4 KB).
32
342
Applications
Table 25.
IBM DB2 Configuration Parameters
Parameter
Explanation
Setting
MAXAPPLS
Maximum number of active applications.
Automatic.
AVG_APPLS
Average number of active applications.
Automatic.
MAXFILOP
Maximum DB files open for each application.
500
LOGFILSIZ
Log file size (in 4 KB increments).
65535
LOGPRIMARY
Number of primary log files.
25 to 50
The value of
LOGPRIMARY and
LOGSECOND together
must not exceed 256.
LOGSECOND
Number of secondary log files.
Up to 103
The value of
LOGPRIMARY and
LOGSECOND together
must not exceed 256.
SOFTMAX
Percent log file reclaimed before soft checkpoint.
80
APPLHEAPSZ
Default application heap (4 KB).
2500
PCKCACHESZ
Package cache size (4 KB).
Automatic.
NUM_IOSERVERS
Number of disks on which the database resides.
Automatic.
Guidelines for Setting Up IBM DB2 Buffer Pools

A buffer pool is an area of main system memory that is used for holding pages of data that have
been fetched from the tablespace. In IBM DB2, each tablespace is associated with a buffer pool.
Adding more space to a buffer pool enhances the performance of the database.
You must have at least three buffer pools for the Siebel tablespaces. You can use the default buffer
pool to buffer data pages from all of the Siebel 4-KB tablespaces.
You must also create additional buffer pools with 16-KB and 32-KB page sizes for sorting and other
SQL processing. A sample configuration is shown in Table 26 on page 343.
Table 26.
Sample Buffer Pool Configuration
Buffer Pool
Suggested Buffer Pool Size
Page Size
BUF4K
50% of available memory
4 KB
BUF16K
25% of available memory
16 KB
BUF32K
32 MB
32 KB
34 3
Applications
Different operating systems support different maximum amounts of IBM DB2 addressable memory.
Depending on the memory configuration of a given server, the suggested pool sizes for BUF4K and
BUF16K buffer pools might exceed these maximums, requiring you to allocate a smaller percentage.
To determine the optimal buffer pool sizes, use IBM DB2 monitoring features.
Guidelines for Creating IBM DB2 Tablespaces

The Siebel database installation process described in Chapter 5, Installing the Siebel Database on the
RDBMS, specifies the tablespaces in which to store your Siebel tables and indexes.
A Siebel database on IBM DB2 requires at least four tablespaces using database-managed space
(DMS). Each tablespace can have one or more tablespace containers to store the data. Create a
minimum of four DB2 tablespaces to hold your tables and indexes: a 4-KB, a 16-KB, and a 32-KB
tablespace, for your various sized tables, and an additional tablespace to hold your indexes. The
tablespaces must be created as database-managed space. Use a small, nonproduction environment
for testing purposes.
Observe the following guidelines when creating tablespaces:
Create at least three IBM DB2 tablespaces for tables of various sizes, as shown in Table 27 on
page 344. Using the default tablespace names is recommended.
Table 27.
IBM DB2 Tablespace Values for Non-Unicode and Unicode-Enabled Databases
DB2 Tablespace
Name
Buffer Pool
Name
Recommended
Value
Description
Non-Unicode Database
SIEBEL_4K
BUF4K
2 GB
Tablespace name for tables with row sizes

less than 4006 bytes.
SIEBEL_16K
BUF16K
300 MB

from 4006 bytes through 16,293 bytes.
SIEBEL_32K
BUF32K
100 MB

greater than 16,293 bytes.
Unicode-Enabled Database
SIEBEL_4K
BUF4K
4 GB

less than 4006 bytes.
SIEBEL_16K
BUF16K
700 MB

from 4006 bytes through 16,293 bytes.
SIEBEL_32K
BUF32K
100 MB

greater than 16,293 bytes.
344
Applications
Create additional tablespaces as required for individual tables, such as S_DOCK_TXN_LOG. If

you expect to have large, heavily used tables, then put these in their own tablespace.
In addition, for performance reasons it is highly recommended that you create a separate
tablespace for indexes. For example, you might create a tablespace named SIEBEL_IDX and
using buffer pool BUF16K, with a page size of 16 KB, and with 3 GB allocated for this tablespace.
Create at least 4-KB, 16-KB, and 32-KB temporary tablespaces to use for sorting and other SQL
processing as described in the following topics. If you do not create them, then your database
will experience serious performance and stability problems. Use system-managed space (SMS)
for all of the temporary tablespaces. Make sure that these temporary tablespaces are expandable
to 2 GB for storage purposes.
If you intend to use the DB2 Load utility to populate EIM tables, then this method makes the
tablespace in which EIM tables resides unavailable for the duration of the load. Placing the EIM
tables in one or more separate tablespaces allows concurrent activity on the database while the
load utility is running.
To override default storage parameters, such as the tablespace definitions, see Guidelines for
Overriding IBM DB2 Default Tablespaces for Database Objects on page 345.
Record the tablespace names in Appendix A, Siebel Deployment Planning Worksheet.
Guidelines for Overriding IBM DB2 Default Tablespaces

for Database Objects
tablespaces in which specific tables or indexes are created. You created these tablespaces by using
the instructions in Guidelines for Creating IBM DB2 Tablespaces on page 344. To override these
defaults, edit the ddl.ctl file located in the DBSRVR_ROOT\DB2UDB directory.
For each Siebel table, you can specify a tablespace by using the Table Space parameter. In the
following example, the tablespace for the table S_APP_VIEW is set to DATA1.
As provided, the .ctl file does not set storage parameters for the objects it creates, so they default
to the parameter settings of the tablespaces in which they are created. However, the Table Space
parameter works only under the following conditions:
When the table does not yet exist (for example, when you are performing a new database
installation).
When the table must be rebuilt. In other words, when schema changes are made to the table
such that an ALTER TABLE command is insufficient to implement the schema changes. In this
case, the table must be dropped and re-created.
34 5
Applications
As shown in the following example, you can use the Table Space parameter to set storage parameters
for specific tables:
[Object 219]
Type = Table
Name = S_APP_VIEW
Column 4 = LAST_UPD TIMESTAMP NOTNULL DEFAULT %NOW%
Table Space = data1
The following example illustrates how to override the defaults for specific tables and indexes:
[Object 7135]
Type = Table
Name = S_EVT_ACT
Group = Activity-1
Append Mode = Yes
Column 1 = ROW_ID WVARCHAR(15) NOTNULL
Column 3 = CREATED_BY WVARCHAR(15) NOTNULL
Column 4 = LAST_UPD TIMESTAMP NOTNULL DEFAULT %NOW%
Column 5 = LAST_UPD_BY WVARCHAR(15) NOTNULL
Column 8 = CONFLICT_ID WVARCHAR(15) NOTNULL DEFAULT '0'
Column 9 = ACTIVITY_UID WVARCHAR(30) NOTNULL DEFAULT 'x'
...
Column 166 = TODO_CD WVARCHAR(30)
Column 167 = USER_MSG_ID WVARCHAR(15)
Column 168 = WC_START_VIEW WVARCHAR(250)
Column 169 = WC_TYPE_CD WVARCHAR(30)
[Object 7136]
Type = Index
Name = S_EVT_ACT_F1
Table = S_EVT_ACT
Column 1 = CON_PRDINT_ID ASC
Index Space = S_EVT_ACT_TBS_IDX
[Object 7137]
Type = Index
Name = S_EVT_ACT_F10
Table = S_EVT_ACT
Allow Reverse Scans = Yes
346
Applications
Column 1 = TARGET_OU_ID ASC

Column 2 = APPT_START_DT DESC
Column 3 = ROW_ID ASC
[Object 7138]
Type = Index
Name = S_EVT_ACT_F11
Table = S_EVT_ACT
Column 1 = PAR_EVT_ID ASC
Index Space = S_EVT_ACT_TBS_IDX
Guidelines for Preventing IBM DB2 from Running Out of

ODBC Statement Handles
IBM DB2 can quickly run out of ODBC statement handles, depending on the number of business
objects your enterprise uses. Because it is difficult to know how many business objects your users
use, increase this number automatically each time that you install the DB2 Client, or when you rebind
database utilities. You can increase the number of CLI packages with the CLIPKG option for the bind
command.
To rebind the CLI packages

1
Navigate to sqllib\bnd (C:\sqllib\bnd from a DB2 Command Window) in the IBM DB2 instance
home directory, by using a method appropriate to your operating system.
Connect to the DB2 database, and enter a command similar to the following example, which sets
the number of CLI packages to 30:
db2 bind @db2cli.lst blocking all grant public clipkg 30
Specify a value for CLIPKG that is sufficient to run your applications. For more information about
the DB2 bind command and the CLIPKG option, see IBM DB2 documentation.
Guidelines for Determining IBM DB2 Log Space

You must create database transaction log files large enough to support various large transactions
used by Siebel Business Applications. On IBM DB2, three parameters affect the amount of log file
space reserved:
LOGFILSIZ. The size of the log file.
LOGPRIMARY. The number of log files to preallocate and use.
LOGSECOND. Extra log files that are allocated only if they are needed for a large transaction.
34 7
Applications
For a large system, allocate 4 to 8 GB of total log file space, as needed. Create 25 to 50 primary log
files of 160 MB each, by setting the LOGFILSIZ database configuration parameter to 40000 and the
LOGPRIMARY parameter to a value between 25 to 50. To support very large transactions, set the
LOGSECOND parameter to 128 minus the value of LOGPRIMARY. Smaller systems can use less log
file space.
Guidelines for Creating IBM DB2 Database Objects

Siebel Business Applications provide a sample script (CrBlankDB2UDBSiebelDEMO.sql), located in
the DBSRVR_ROOT\DB2UDB directory. Use this script as a reference to help you create your own scripts
for creating a blank Siebel database based on the requirements for your deployment.
Before using this script, read the file CrBlankDB2UDBSiebelDEMOReadMe.txt. See also Overview of
Database Configuration on page 327.
created for Siebel tables and indexes. For more information, see Guidelines for Overriding IBM DB2
Default Tablespaces for Database Objects on page 345.
Additional information about IBM DB2 configuration and tuning options is available from IBM, your
hardware vendor, and other sources.
Guidelines for Managing IBM DB2 Fragmentation

No strict guidelines can be offered as to which tables and indexes might be fragmented, because of
the variety in application and customer operation variables at any given customer site. However,
DBAs must pay attention to the status of large or heavily used tables, because fragmentation of these
tables can affect performance significantly. For a list of these Siebel tables, see Siebel Deployment
Planning Guide.
NOTE: Do not reorganize S_ESCL_LOG, S_DOCK_INIT_ITEM, S_ESCL_ACTN_REQ, S_APSRVR_REQ,
and all tables named S_DOCK_INITM_%% (in this table name, % is a digit), because these tables
are defined to be in append mode.
Use the following strategy to manage table fragmentation:
Run REORGCHK on heavily used tables, and then review the resulting reports and extract a list of
any fragmented objects.
348
Configuring the RDBMS Configuring a Microsoft SQL Server Database for Siebel Business
Applications
Based on the results of REORGCHK, reorganize any tables, as needed, by running REORG TABLE.
For details on how to reorganize tables or indexes, see the following:
477378.1 (Article ID) on My Oracle Support. This document was previously published as
Siebel FAQ 2072.
477402.1 (Article ID) on My Oracle Support. This document was previously published as
Siebel FAQ 2073.
After reorganizing tables, update statistics by using the runstats utility on any reorganized
tables with the following minimum parameters:
runstats on table tablename with distribution and detailed indexes all shrlevel
change
You might add other parameters as required, but use the shrlevel change parameter to allow
concurrent access to your tables while runstats executes.
CAUTION: The runstats utility overwrites statistics loaded by Siebel Business Applications. If
you use runstats, then always execute loadstats.sql afterwards, by using either DB2 CLP or
odbcsql. Otherwise, valuable statistics will be lost.
To run loadstats.sql by using odbcsql, use the following command:
odbcsql /s DATASOURCE_NAME /u username /p password /v separator siebel_root/
dbsrvr/db2udb/loadstats.sql TABLEOWNER_NAME
Configuring a Microsoft SQL Server

Database for Siebel Business
Applications
This topic contains guidelines for obtaining optimal performance from the Microsoft SQL Server
database for use with Siebel Business Applications. These guidelines will be useful to a broad
segment of customers. Choose values for the parameters described in this guide that reflect
conditions in your particular environment. For more information, see Microsoft SQL Server technical
documentation.
NOTE: If you plan to use Microsoft SQL Server 2008, then see 758656.1 (Article ID) on My Oracle
Support for important information before proceeding.
Guidelines for Configuring a Microsoft SQL Server Database

Various kinds of guidelines are presented for configuring a Microsoft SQL Server database:
Guidelines for Configuring Microsoft SQL Server Parameters on page 350
Guidelines for Selecting a Language for Microsoft SQL Server on page 351
Guidelines for Creating the Microsoft SQL Server Database on page 352
Guidelines for Allocating Microsoft SQL Server Database Log Space on page 352
34 9
Applications
Guidelines for Overriding Microsoft SQL Server Default Tablespaces for Database Objects on
page 352
Guidelines for Creating Microsoft SQL Server Database Objects on page 353
Guidelines for Ongoing Microsoft SQL Server Administration on page 354
Guidelines for Configuring Microsoft SQL Server

Parameters
Guidelines for setting the Microsoft SQL Server parameters for maximum performance follow. For
more information, see Microsoft SQL Server technical documentation.
This topic is part of Configuring a Microsoft SQL Server Database for Siebel Business Applications on
page 349.
Review the descriptions of the following parameters and reset the values as appropriate to your
deployment:
max degree of parallelism. This parameter specifies whether query plans are generated for
parallel execution on multiple processors or for execution on a single processor.
A value of 0 means that each query plan is generated so that the query executes on all of the
available processors on the database server computer. In general, parallel query execution
is not recommended, because of its effect on scalability.
A value of 1 means that each query plan is generated so that the query executes on only one
processor. In other words, this value turns off parallelism for query execution. Using one
processor for query execution is recommended. For this option, in the SQL Server Properties
screen select the Processor tab, and in the Parallelism section select Use 1 Processor.
Also use a single processor for query execution for the component Enterprise Integration Mgr
(alias EIM), for Siebel EIM. Do this even when you are using parallel Siebel EIM threads.
auto create statistics. This parameter allows SQL Server to create new statistics for database
columns as needed to improve query optimization. Enable this option.
auto update statistics. This parameter allows Microsoft SQL Server to automatically manage
database statistics and update them as necessary to promote proper query optimization. Enable
this option.
Turn both auto create statistics and auto update statistics off when running concurrent Siebel
EIM threads and performing a full scan of your tables. For information about running full scans,
see Updating Microsoft SQL Server Statistics on page 354.
tempdb. This parameter specifies the database that Microsoft SQL Server uses for the temporary
space needed during the execution of various queries. Set the initial size of TEMPDB to a
minimum of 100 MB. Also configure the parameter to allow auto-growth, which allows SQL
Server to expand the temporary database as needed to accommodate your activity.
350
Applications
Guidelines for Selecting a Language for Microsoft SQL

Server
As part of database creation, you must set the language characteristics of your database, even if you
deploy in only one language.
See also Planning RDBMS Installation and Configuration on page 287 and Specifying the Locale for
Siebel Business Applications on page 292.
See also Verifying Installation for the Siebel Database on page 180.
page 349.
Sort Order
The sort order is a characteristic that requires special consideration regarding the Siebel database.
On Microsoft SQL Server, the sort order of a database instance is specified during database creation
and defines the way in which the instance will sort character data.
Although each SQL Server system database and each object within a database can have its own
unique sort order, you must set the sort order at the database instance level only.
Siebel Business Applications support for a given sort order depends both on the code page of the
database and on whether it will be used in a development or a production environment.
For more information about supported sort orders, see the Certifications tab on My Oracle Support.

environment database must sort using binary sort order, because Siebel Tools uses this sort order
internally.
CAUTION: When Microsoft SQL Server is installed, the instance is set by default to dictionary
sort order and, if this is not changed, then every database inherits this setting. The master
database cannot be changed without rebuilding the instance. Therefore, it is strongly
recommended that the instance sort order be set to binary at installation time. Consult your
Microsoft SQL Server documentation for instructions on setting this sort order.
NOTE: Binary sort order is the simplest and fastest sort order to perform in the database. Binary
sorting is case-sensitive and is based on the numeric values (for example, 0 through 255 for an
8-bit character set) of the characters in the installed character set.
Customers are responsible for making sure that their data is backed up and restored correctly.
Production environment databases. Binary or dictionary sort orders can be used in

production environment databases. Binary sort order can give improved performance. For
information about production environment database restrictions, see the Certifications tab on My
Oracle Support. See also Microsoft SQL Server documentation.
35 1
Applications
Guidelines for Creating the Microsoft SQL Server

Database
Use a small, nonproduction environment for testing purposes.
created for Siebel tables and indexes. For more information, see Guidelines for Overriding Microsoft
SQL Server Default Tablespaces for Database Objects on page 352.
Oracle Support.
page 349.
Guidelines for Allocating Microsoft SQL Server Database

Log Space
You must place your log file on a disk large enough to hold the log file as it expands. Monitor the disk
regularly for its level of utilization. Very large transactions might, for example, require at least 1 GB.
page 349.
Guidelines for Overriding Microsoft SQL Server Default

Tablespaces for Database Objects
tablespaces that you create to hold specific tables or indexes. To do this, edit the ddl.ctl file located
in the DBSRVR_ROOT\MSSQL directory.
For each Siebel table, you can specify a tablespace by using the Table Space parameter. In the
following example, the tablespace for the table S_APP_VIEW is set to DATA1. As provided, the .ctl file
does not set storage parameters for the objects it creates, so the objects default to the parameters
of the tablespaces in which they are created.
page 349.
352
Applications
As shown in the example that follows, you can use the Table Space parameter to set storage
parameters for specific tables:
[Object 219]
Type = Table
Name = S_APP_VIEW
Column 4 = LAST UPD TIMESTAMP NOTNULL DEFAULT %NOW%
Table Space = data1
For an example (IBM DB2) of overriding the defaults for specific tables and indexes, see Guidelines
for Overriding IBM DB2 Default Tablespaces for Database Objects on page 345.
Guidelines for Creating Microsoft SQL Server Database

Objects
Siebel Business Applications provide sample scripts (CrBlankMSSQLSiebelDEMO.sql and
CrBlankMSSQLSiebelDEMO.bat), located in the DBSRVR_ROOT\MSSQL directory. Use these scripts as a
reference to help you create your own scripts for creating a blank Siebel database based on the
requirements for your deployment.
Before using these scripts, read the file CrBlankMSSQLSiebelDEMOReadMe.txt. See also Overview
of Database Configuration on page 327.
created for Siebel tables and indexes. For more information, see Guidelines for Overriding Microsoft
SQL Server Default Tablespaces for Database Objects on page 352.
Additional information about Microsoft SQL Server configuration and tuning options is available from
Microsoft, your hardware vendor, and other sources.
page 349.
35 3
Applications
Guidelines for Ongoing Microsoft SQL Server

Administration
After you have installed your Siebel Business Applications on Microsoft SQL Server, some other tasks
must be performed on a periodic basis. These are in addition to such common database
administration tasks as monitoring and backing up.
page 349.
Updating Microsoft SQL Server Statistics

The cost-based optimizer in Microsoft SQL Server uses statistics about tables and indexes to compute
the most efficient access plans. When the statistics become inaccurate, as can happen for tables with
high insertion or deletion rates and for their associated indexes, the performance of database
operations can degrade dramatically.
Perform a full scan of all of the tables under the following circumstances, even if you implement
automatic statistics updating:
After installing the Siebel database and before starting Siebel Business Applications.
After running concurrent Siebel EIM threads.
After inserting, updating, or deleting large amounts of data.
Using Query Analyzer, perform a full scan of each table by entering the following command:
update statistics TableName with full scan
It is strongly recommended that you enable the automatic creation and updating of statistics, by
using the parameters documented in Configuring a Microsoft SQL Server Database for Siebel Business
Applications on page 349. This way, statistics are automatically kept up to date and the
administrative overhead of updating them manually is removed.
If you do not implement automatic statistics updating, then periodically perform the full scan
described in this topic.
Managing Microsoft SQL Server Fragmentation

Use the following Microsoft SQL Server command to determine whether a clustered index and its
associated tables are highly fragmented:
DBCC SHOWCONTIG
If this command returns a value for scan density of less than 60%, then use the following Microsoft
SQL Server command to defragment tables without having to drop indexes:
DBCC INDEXDEFRAG
You might want to use this option periodically against the entire database.
354
Configuring the RDBMS Configuring Siebel Server Connectivity to the Siebel Database
If DBCC SHOWCONTIG returns a value of less than 30%, or if you suspect that indexes might be
interleaved on the disk, then consider rebuilding the index, by using the following command:
DBCC DBREINDEX
For more information about monitoring fragmentation, see Microsoft SQL Server documentation.
Configuring Siebel Server Connectivity

to the Siebel Database
Review this topic to configure connectivity to the Siebel database from the computer where you will
install Siebel Server.
The database will already have been created, as described in this chapter.
For database connectivity software requirements, see the Certifications tab on My Oracle Support.
Oracle Database
Verify that the Oracle Database connectivity software is installed on each computer, according to the
Oracle Database documentation.
Siebel Server connections to the Oracle Database are made through dedicated server processes
rather than through Oracle MTS; the use of MTS might negatively affect performance.
Use Oracles Easy Configuration utility to define a database alias with the proper connection
information for your Siebel database. Record the connect string in Appendix A, Siebel Deployment
Planning Worksheet. You specify this connect string when configuring the Siebel Enterprise.
IBM DB2
Define a database alias with the proper connection information for your Siebel database. Record the
connect string in Appendix A, Siebel Deployment Planning Worksheet. You specify this connect string
when configuring the Siebel Enterprise.
Use either the DB2 Client Configuration Assistant or the Command Line Processor (CLP) to define
your database alias. For more information, see IBM DB2 documentation.
IBM DB2 for z/OS

For information about configuring database connectivity for IBM DB2 for z/OS, see Implementing
Siebel Business Applications on DB2 for z/OS.

No configuration is required after the Microsoft SQL Server ODBC driver has been installed on each
computer, as specified in the Certifications tab on My Oracle Support
35 5
Configuring the RDBMS Configuring Siebel Server Connectivity to the Siebel Database
Siebel Business Applications automatically create an ODBC data source using connectivity
parameters that you specify when configuring the Siebel Enterprise. Record this data source in
NOTE: For Microsoft SQL Server deployments, the correct versions of SQL Server Native Client (or
SQL Native Client) and Microsoft Data Access Components (MDAC) must reside on the server
computer where you will install the Siebel Server. For Microsoft SQL Server 2008, use SQL Server
Native Client. For more information, see the Certifications tab on My Oracle Support.
356
15 Creating
the Siebel Installation
Image on the Network
This chapter describes how to obtain the Siebel installation media files and how to create a network
image from which you install Siebel Business Applications software. It includes the following topics:
About the Siebel Network Image on page 357
Obtaining Siebel Installation Media Files on page 358
Siebel Installation Media Contents on page 360
Preparing to Create a Siebel Installation Image on page 363
Creating a Siebel Installation Image on page 368
Troubleshooting Siebel Image Creation on page 371

For each Siebel Business Applications release representing the products that you have purchased,
you run the Siebel Image Creator utility to create a Siebel network image, which is also called a
Siebel image. All installations of Siebel Business Applications modules must be performed from a
Siebel image. The Siebel Image Creator is also called the Network Image Creator. Unless otherwise
stated in documentation for a particular release, each Siebel release includes Siebel Image Creator
and you use this utility to create a version-specific Siebel image.
To install all of the Siebel software, you require images of different versions, such as Siebel CRM
version 8.1.1.11 and version 8.1.1, or Siebel CRM version 8.2.2.4 and version 8.2.2. For Siebel
Innovation Pack 2013, you must create network images as follows:
For Siebel Enterprise Server and Siebel Web Server Extension (SWSE), create a network image
for Siebel CRM version 8.1.1.11 or version 8.2.2.4.
Installing Siebel Enterprise Server or SWSE is a one-step task. The installers for these modules
perform a complete installation of the current release, Siebel CRM version 8.1.1.11 or version
8.2.2.4. For these modules, Siebel CRM version 8.1.1.11 and version 8.2.2.4 are base releases,
and no Siebel CRM version 8.1.1 or version 8.2.2 network images are required or used. For
existing deployments, you can use the same installers to install Siebel CRM version 8.1.1.11 or
version 8.2.2.4 as a migration installation.
For Siebel Web Clients, Siebel Tools, or Siebel Management Server, create a network image for
Siebel CRM version 8.1.1 or version 8.2.2, and then create a network image for Siebel CRM
Installing Siebel Web Clients (Siebel Mobile Web Clients), Siebel Tools, or Siebel Management
Server is a two-step task. The installers for these modules require files for Siebel CRM version
8.1.1 or version 8.2.2 (the base release). These modules also require files for the current
release, Siebel CRM version 8.1.1.11 or version 8.2.2.4. For these modules, you install the base
release first and then install the current release on top of it as a separate task.
35 7
Creating the Siebel Installation Image on the Network Obtaining Siebel Installation
Media Files
For Siebel Sample Database, create a network image for Siebel CRM version 8.1.1.11 or version
8.2.2.4.
Installing Siebel Sample Database is a one-step task. The installer for this module requires files
for Siebel CRM version 8.1.1.11 or version 8.2.2.4. For this module, Siebel CRM version 8.1.1.11
and version 8.2.2.4 are base releases, and no Siebel CRM version 8.1.1 or version 8.2.2 network
image is required or used. For an existing installation, you first uninstall the existing Siebel
Sample Database from Siebel CRM version 8.1.1, version 8.2.2, or any prior Siebel CRM version
8.1.1.x or version 8.2.2.x. Then you install the Siebel Sample Database for the current version
on the Siebel Mobile Web Client installation.
You must allocate space on the network for the Siebel images that you will use as the source location
for Siebel installations. Retain all of the Siebel images until they no longer apply. Also retain all of
the Siebel media files, particularly the JAR files that you use to create the Siebel images.
The remaining topics in this chapter describe how to obtain the Siebel media files from Oracle and
how to create a Siebel image.
NOTE: The Siebel image is always of application type Siebel Industry Applications. The application
type Siebel Business Applications (formerly used for Siebel Cross-Industry Applications) no longer
applies. For more information about the implications of this change, see 549362.1 (Article ID) and
related articles on My Oracle Support. This document often refers to Siebel Business Applications in
a generic way that currently means the same thing as Siebel Industry Applications.
Related Topics
Related Books
Obtaining Siebel Installation Media Files

In general, Oracle distributes the media files for Siebel Business Applications to customers as
follows:
The media files for Siebel CRM base releases, including Siebel Innovation Pack 2013, are
provided as ZIP files on Oracle Software Delivery Cloud.
https://edelivery.oracle.com
The media files for Siebel Patchset releases are provided as ZIP files on My Oracle Support.
https://support.oracle.com
NOTE: Whether particular releases are distributed as described above might change in some cases.
If you cannot find your release, then check the Siebel Release Notes, the Siebel Maintenance Release
Guide on My Oracle Support, and other relevant information on My Oracle Support.
358
Creating the Siebel Installation Image on the Network Obtaining Siebel Installation
Media Files
Use a standard unpacking tool such as WinZip to extract from each ZIP file a set of JAR files that
serve as the Siebel media files. (Validate that the unpacking tool that you are using can handle files
of the sizes of the Siebel media files.) These JAR files, which are compressed files using the Java
Archive format, are processed when you run the Siebel Image Creator utility. Siebel Business
Applications releases are also available on DVD.
NOTE: Siebel Business Applications software must be installed from a Siebel network image that was
created using Siebel Image Creator. You cannot install directly from the ZIP files, JAR files, or DVDs.
Download the ZIP files representing the Siebel modules and languages that you require into one or
more target locations. After you download the files, review the ZIP file sizes and validate the
checksum values of the downloaded files against the published values. Also provided are the Siebel
Image Creator executable program and the files it requires. Extract the JAR files from the ZIP files
and place them in a single directory on your network. Typically, you run Siebel Image Creator from
the JAR files directory. All of the JAR file names include the designation SBA (for Siebel Business
Applications).
TIP: If you obtain JAR files for more than one release, then it is generally recommended that you
put them into a separate directory for each release, corresponding to the version number.
You use Siebel Image Creator to create a network image (also called a Siebel image) from which you
subsequently install Siebel Business Applications. All installations for Siebel modules must be
performed from the Siebel image, for each software version that supports a full installation, such as
for Siebel CRM version 8.1.1.11 or 8.1.1, or for Siebel CRM version 8.2.2.4 or 8.2.2 (depending on
the module that you are installing), and for any applicable Siebel Patchset releases. The installation
process is described in Chapter 3, Installing Siebel Enterprise Server Components and the Siebel Web
Server Extension, and other chapters for installing particular Siebel modules.
For more information about the contents and organization of the Siebel media files, see Siebel
Installation Media Contents on page 360.
Before you download the ZIP files to your network, see Preparing to Create a Siebel Installation
Image on page 363.
Siebel Installation Media Files Provided on DVD

Alternatively, you can obtain Siebel media ZIP files on DVD. These files are the same as the ZIP files
that you can obtain from Oracle Software Delivery Cloud.
Accessing the Siebel media files that are provided on DVD requires a compatible DVD drive (+R
compatible).
For each DVD, copy the ZIP media files representing the Siebel modules or languages that you
require into one or more target locations. Review the ZIP file sizes before you copy them. Each DVD
uses up to 5 GB of storage.
For more information about the contents and organization of the Siebel media files, see Siebel
Installation Media Contents on page 360.
Before you copy the ZIP files to your network, see Preparing to Create a Siebel Installation Image
on page 363.
35 9
Creating the Siebel Installation Image on the Network Siebel Installation Media
Contents
Related Documents
For more information about the available patch releases for Siebel CRM, see 975515.1 (Article ID)
For more information about finding and downloading patch releases for Siebel CRM, see 975535.1
(Article ID) on My Oracle Support.
For more information about the Siebel CRM installers and media files, see 1461640.1 (Article ID) on
My Oracle Support.

For each Siebel Business Applications release, the software is provided through the base media for
individual installable Siebel modules and media for associated Siebel language packs, for all of the
applicable languages. Most Siebel modules require one or more language packs for successful
installation. Siebel Business Applications deployments include installations from both base media and
language media.
The media for ancillary third-party modules are also provided with the base media. Siebel installable
modules that are based on third-party modules do not use Siebel language media.
As the Siebel image is created when you use Siebel Image Creator, each JAR file is extracted and the
directories and files for the corresponding module are copied to the Siebel image location.
NOTE: This guide generally refers to Siebel modules to mean the same thing as the items selectable
as products in Siebel Image Creator.
See also Obtaining Siebel Installation Media Files on page 358.
Siebel Installation Base Media

The base media for Siebel Business Applications software are organized by operating system, product
category, version number, and product (module) name. For most of the Siebel modules, language
support is delivered separately through the language media. The operating systems are as follows:
Microsoft Windows
IBM AIX
HP-UX
Linux
Oracle Solaris (for SPARC)
For detailed support information about the listed operating systems, see the Certifications tab on My
Oracle Support.
The base media for the listed operating systems are provided as described in Obtaining Siebel
Installation Media Files on page 358. Note the following points regarding the organization of the base
media files:
For Siebel Enterprise Server and Siebel Web Server Extension, the network image for Siebel CRM
version 8.1.1.11 or version 8.2.2.4 is the base media.
360
Contents
For client modules, the base, language, and third-party media files are available for Windows
only, and might apply for customers on all of the server operating systems. Example client
modules include Siebel Web Client (Siebel Mobile Web Client) and Siebel Tools.
The Windows server base media files for some modules are included with the server base media
for UNIX operating systems, as well as provided separately. An example module is Siebel
Management Server.
NOTE: When you run Siebel Image Creator, you must select the Windows operating system to
be able to select any Windows-based modules. For more information about cross-platform issues
when creating Siebel images, see Cross-Platform Issues When Creating Siebel Image Directories
on page 365.
For server modules, the base, language, and third-party media files are included with the base
media for your operating system, where applicable. The media files for such modules are
provided with the UNIX base media where these modules run natively on Windows and are not
available on UNIX.
NOTE: When you run Siebel Image Creator, you must select the Windows operating system to
be able to select any Windows-based modules.
For each applicable release, all customers must obtain the third-party media and must place the
JAR files from this media into the JAR files directory before running Siebel Image Creator.
Some of the third-party media files provide library files that are required for Siebel installers. In
particular, JAR files similar to the following ones for third-party library files must be present when
you run Siebel Image Creator to create the network image for Siebel Enterprise Server, Siebel Web
Server Extension, Siebel Web Client, or Siebel Tools Client.
Third-party JAR Files for Siebel CRM Version 8.1.1.11 and Version 8.1.1
SBA_8.1.1.11_Base_Windows_Siebel_Enterprise_Server_3rdparty.jar
SBA_8.1.1.11_Base_Windows_Siebel_Web_Server_Extension_3rdparty.jar
SBA_8.1.1.0_Base_Windows_Siebel_Web_Client_3rdparty.jar
SBA_8.1.1.0_Base_Windows_Siebel_Tools_3rdparty.jar
Third-party JAR Files for Siebel CRM Version 8.2.2.4 and Version 8.2.2
SBA_8.2.2.4_Base_Windows_Siebel_Enterprise_Server_3rdparty.jar
SBA_8.2.2.4_Base_Windows_Siebel_Web_Server_Extension_3rdparty.jar
36 1
Contents
The preceding JAR files are for Microsoft Windows. For Siebel Enterprise Server and Siebel Web
Server Extension, similar JAR files are available for each supported UNIX operating system.
Language-specific versions of these JAR files are also required, for each language that you include
in the network image. See also Requirements for Running Siebel Image Creator on page 366.
Other third-party media files provide separately installable third-party software modules that work
with Siebel Business Applications. In this context, third-party products can also include non-Siebel
products from Oracle, such as the Oracle LDAP Client. These third-party modules are not installed
through Siebel installers, and do not use language media. Documentation is provided in this guide
(the Siebel Installation Guide for the operating system you are using), in other books on the Siebel
Bookshelf, or in the Siebel Business Applications Third-Party Bookshelf in the product media pack on
Oracle Software Delivery Cloud.
Language Media
The language media, also known as language extension packs or language packs, provide language
support for Siebel Business Applications.
When you run Siebel Image Creator to create a Siebel image or to add modules to an existing Siebel
image, you specify the languages for all of the modules that you include in the Siebel image.
Alternatively, you can also add languages to all of the modules in an existing Siebel image.
When you install Siebel modules, you can include languages when you install. You can also install
additional languages later. It is strongly recommended that you install and deploy, or at least install,
all of the languages that you expect to require, on each physical server.
For Siebel Tools, a base JAR file and a U.S. English (ENU) language JAR file are provided. Support
for other languages is provided through separate JAR files. When using Siebel Image Creator to add
Siebel Tools to your Siebel image, you must select ENU and any other desired languages to proceed
with extracting the base JAR file for Siebel Tools. When you later install Siebel Tools, you must select
U.S. English (ENU) and optionally select any other languages that are part of the Siebel image.
For more information about the supported languages and about deploying languages, see:
For Siebel language support, Unicode support, and legacy code page support for supported
databases, see 1513102.1 (Article ID) for Siebel CRM version 8.1.1.x or 1524342.1 (Article ID)
for Siebel CRM version 8.2.2.x on My Oracle Support.
362
Creating the Siebel Installation Image on the Network Preparing to Create a Siebel
Installation Image
Preparing to Create a Siebel Installation

Image
Before you create a Siebel installation image on your network, review the issues described in the
following information:
Determining the Location for the Siebel Media Files and the Siebel Image on page 363
Requirements for the Siebel Image Directories on page 365
Cross-Platform Issues When Creating Siebel Image Directories on page 365
Requirements for Running Siebel Image Creator on page 366
Determining the Location for the Siebel Media Files and

the Siebel Image
This topic is part of Preparing to Create a Siebel Installation Image on page 363.
It is recommended that you download or copy all of the Siebel media files to a central location on
your network where you have sufficient disk space. This location might be the same location where
you will create your Siebel image, a subdirectory of this location, or some other location.
The default top-level names used by Siebel Image Creator for the Siebel image directory are
C:\Siebel_Install_Image on Windows or /Siebel_Install_Image on UNIX.
For example, if you are creating a Siebel image for Siebel CRM version 8.1.1.11 on a Windows
computer, then you might create a directory C:\Siebel_Install_Image, in which you store your
Siebel media files and Siebel images. In this example, when you run Siebel Image Creator, specify
C:\Siebel_Install_Image as the top-level directory.
It is recommended that you also create one or more subdirectories in which to store the ZIP files and
JAR files. For example, for Siebel CRM version 8.1.1.11 and 8.1.1, you might create subdirectories
ZIP_8.1.1.11 and ZIP_8.1.1.0 and JAR_8.1.1.11 and JAR_8.1.1.0, in which you would store the
ZIP files and JAR files that you use to create the Siebel image for files of Siebel CRM version 8.1.1.11
and version 8.1.1.0. You can use a similar approach for Siebel CRM version 8.2.2.4 and version
8.2.2.0.
Siebel Image Creator automatically creates another subdirectory (such as 8.1.1.11 or 8.2.2.4) to
contain the installable Siebel modules, organized by operating system, that you choose to include in
the Siebel image.
36 3
Installation Image
Siebel Image Directories

Your directories for the Siebel image, the ZIP files, and the JAR files might be as shown in Table 28
on page 364. For other Siebel CRM releases, substitute the appropriate version numbers. As needed,
you can create similar directories later for ZIP files and JAR files for subsequent Siebel CRM releases.
NOTE: Optionally, after you create the network image in a central location, you might choose to copy
a module-specific subdirectory of the Siebel image to a computer where you will install this module.
Doing so can significantly improve performance during the installation, particularly for installations
of Siebel Enterprise Server or Siebel Web Server Extension. For additional recommendations or
requirements, see Oracle Universal Installer documentation on Oracle Technology Network.
Table 28.
Siebel Image Directories
Directory Function
Example Directory Locations
Comments
Siebel image
directory
C:\Siebel_Install_Image\8.1.1.11
Siebel Image Creator creates

version-specific subdirectories
like these, which contain the
installer files for each
applicable module.
ZIP files directory

(optional)
C:\Siebel_Install_Image\ZIP_8.1.1.11
JAR files directory

(optional)
C:\Siebel_Install_Image\JAR_8.1.1.11
For Siebel Enterprise Server

and SWSE, the installers are
located in the location for the
current release, such as for
Siebel CRM version 8.1.1.11 or
version 8.2.2.4.
Before you run Image Creator,
you can optionally create
like these to contain the ZIP
files that you obtain from
Oracle.
Before you run Image Creator,

you can optionally create
like these to contain the JAR
files that you extract from the
ZIP files that you obtain from
Oracle.
NOTE: For each version for
which you create a Siebel
image, the JAR files directory
must also include the files for
Siebel Image Creator.
364
Installation Image
Requirements for the Siebel Image Directories

The directory in which you create a Siebel image, or the directory that you specify as the location
for Siebel media files (JAR files), must meet the following requirements:
The user creating the Siebel image must have write permission in the Siebel image directory.
Users who have to access the Siebel image directory in order to perform installations must have
read and execute permissions. Users who have to modify files to support unattended installation
mode must also have write permission.
See also the relevant topics in Planning Your Siebel Deployment on page 283.
Any directory that you specify for creating a Siebel image must contain sufficient disk space for
all of the Siebel modules and languages that you include in the Siebel image.
When you specify the network image directory for adding modules or languages, you must
specify the top-level directory containing the valid network image for the JAR files that you are
using. For example, if you are adding languages to a Siebel CRM version 8.1.1.11 or version
8.2.2.4 Siebel image, then the top-level directory that you specify, such as
C:\Siebel_Install_Image, must contain a subdirectory 8.1.1.11 or 8.2.2.4, which must
contain an existing Siebel image for Siebel CRM version 8.1.1.11 or version 8.2.2.4. Siebel Image
Creator cannot add modules or languages to the network image, unless a valid top-level directory
is specified.
Any directory that you specify for creating a Siebel image must follow the conventions described
in File and Directory Naming Conventions on page 294. For example, on Windows, a directory
name must not contain spaces or number signs (pound or hash signs).
Any directory that you specify for creating a Siebel image must have a drive letter assigned to
it. Siebel Image Creator does not recognize mounted network drives (UNC paths) without a drive
letter assigned to them.
Do not copy or move any Siebel image subdirectories. Create each Siebel image and all of its
directories by running Siebel Image Creator. It is acceptable to move or rename the top-level
directory in which the Siebel image was created.
Cross-Platform Issues When Creating Siebel Image

Directories
Each Siebel image that you create contains directories representing the specified operating system
platforms that you will use, such as Windows, AIX, and so on. The Siebel image itself can reside on
any supported operating system. Siebel Image Creator can run natively on Microsoft Windows, IBM
AIX, HP-UX, Linux, and Oracle Solaris.
36 5
Installation Image
Many customers support multiple operating systems. For example, a customer who installs server
modules on UNIX still might have to install client or server modules that run only on a supported
Microsoft Windows operating system, such as Siebel Web Client (Siebel Mobile Web Client), Siebel
Tools, Siebel Management Server, and so on. For more information, see Siebel Installation Media
Contents on page 360.
If you support multiple operating systems (such as Windows and one of the supported UNIX
operating systems), then use one or more of the following strategies in creating your Siebel images:
Create a single multi-platform Siebel image on one of your operating systems. Use a crossplatform networking tool, such as Samba, to make the Siebel image accessible from operating
systems other than the one where the Siebel image was created.
For example, when you run Siebel Image Creator on Windows, include Windows and all of the
applicable UNIX operating systems and include all of the modules for applicable operating
systems. Before you run Siebel Image Creator, make sure that you have located the JAR files as
described in Determining the Location for the Siebel Media Files and the Siebel Image on
page 363. In order to install modules on UNIX computers (in this example), users who perform
installations must be able to access the Windows-based Siebel image files.
This approach is generally recommended, because it consolidates all of the modules and
applicable operating systems in a single Siebel image.
On each applicable operating system, create a separate Siebel image that includes the modules
that will be installed on that operating system.
For example, run Siebel Image Creator on Windows and include only the Windows operating
system and the modules that will be installed on Windows. Then run Siebel Image Creator on
Oracle Solaris (or another UNIX operating system) and include only Oracle Solaris and the
modules that will be installed on that operating system.
Before you run Siebel Image Creator, make sure that you have located the JAR files for the
applicable operating system as described in Determining the Location for the Siebel Media Files
and the Siebel Image on page 363. In order to install the Siebel modules (in this scenario), no
cross-platform tool would be necessary to access the Siebel image files, because the files for
each module already reside on the operating system on which the installations will be performed.
Requirements for Running Siebel Image Creator

Before you run Siebel Image Creator for one of the supported operating systems, consider the
following requirements:
Make sure that you have extracted all of the JAR files from the ZIP files.
You must place the Siebel module JAR files and the Siebel Image Creator files in the appropriate
directory or directories, as described in Determining the Location for the Siebel Media Files and
the Siebel Image on page 363.
366
Installation Image
You must place at least one JAR file representing a Siebel module in the directory where you run
Siebel Image Creator, referred to here as the JAR files directory. Doing so enables the utility to
determine the version of the Siebel image that is to be created. For example, running Siebel
Image Creator in the Siebel CRM version 8.1.1.11 or version 8.2.2.4 JAR files directory creates
a Siebel image for that version. If the directory contains JAR files with multiple versions, then
the utility prompts for the version when you start it.
It is strongly recommended that all of the Siebel module JAR files for the same version be located
in the same directory (the JAR files directory). Optionally, some JAR files might be located in one
or more other directories that you specify while running Siebel Image Creator.
Siebel Image Creator includes the following files, which must be present in the JAR files directory
where you run the utility. Do not modify these files.
The Siebel Image Creator executable program for the operating system on which you run the
utility: snic.bat (for Windows) or snic.sh (for UNIX)
snic.jar
siebel.ini
Siebel Image Creator also includes the following template response files, which you can edit and
use to run the utility in unattended mode:
sample_snic_windows.rsp
sample_snic_unix.rsp
You can run Siebel Image Creator in GUI mode or in unattended mode. The following
requirements apply only to running the utility in unattended mode:
To run Siebel Image Creator in unattended mode, you must use the U.S. English (ENU) locale.
When using unattended mode, you can only create a new Siebel image. You cannot add
languages or products to an existing Siebel image.
To run Siebel Image Creator in unattended mode, you must use a template response file
provided by Oracle that you have edited for your purposes. These files are named
sample_snic_windows.rsp and sample_snic_unix.rsp. Example values are shown in the
template response files. For example, you might specify values like the following, from the
file sample_snic_windows.rsp:
imageVersion="8.1.1.11"
imageDirectory="Siebel_Install_Image"
platformList={Windows}
productList={Siebel_Tools}
languageList={ENU}
Java Runtime Environment (JRE) must be installed on any computer where you will run Siebel
Image Creator. Also, the JAVA_HOME environment variable must be set to point to the JRE
installation location at the time that you run Image Creator (for example, C:\Program
Files\Java\jre6 on Windows). For supported version information, see the Certifications tab on
My Oracle Support.
36 7
Creating the Siebel Installation Image on the Network Creating a Siebel Installation
Image
The JAR files from the third-party media must be present when you run Siebel Image Creator to
create the network image for Siebel Enterprise Server, Siebel Web Server Extension, Siebel Web
Client, or Siebel Tools Client. If these JAR files are not present when you run Siebel Image
Creator, then errors about missing library files occur when you later try to install these Siebel
modules. For more information, see Siebel Installation Media Contents on page 360.
A Siebel Image Creator session might take a long time to complete. While the files are being
extracted or copied, you cannot click Cancel to cancel a Siebel Image Creator session. Be sure
of your selections before you begin creating the Siebel image.
For any issues that you encounter while running Siebel Image Creator as described in Creating
a Siebel Installation Image on page 368, see Troubleshooting Siebel Image Creation on page 371.
Creating a Siebel Installation Image

You use Siebel Image Creator to create the Siebel installation image (the Siebel image) on the
network for all of the Siebel CRM modules that were delivered through the Siebel media files.
The procedure in this topic describes running Siebel Image Creator to create a new Siebel image or
running the utility to add modules or languages to an existing Siebel image. When you add modules
or languages to an existing Siebel image, some of the steps do not apply.
NOTE: You can run Siebel Image Creator in GUI mode or unattended mode. If you will run Siebel
Image Creator in unattended mode, then you must first prepare a response file. For more information
about running Siebel Image Creator in unattended mode, see Requirements for Running Siebel Image
Creator on page 366.
See also Troubleshooting Siebel Image Creation on page 371.
To create a Siebel installation image

1
Review the information that is presented in Obtaining Siebel Installation Media Files on page 358
and Siebel Installation Media Contents on page 360.
Review the issues that are described in Preparing to Create a Siebel Installation Image on
page 363. In particular, determine where the Siebel media files will reside and where you will
create the Siebel image.
Obtain the Siebel media ZIP files, as described in Obtaining Siebel Installation Media Files on
page 358. If you download the files, then validate the checksum values of the downloaded files
against the published values. Then extract the JAR files from the ZIP files.
Place the JAR files into one or more directories that you created for the purpose.
For example, for Siebel CRM version 8.1.1.11, you might place the Siebel CRM version 8.1.1.11
JAR files into a directory like JAR_8.1.1.11. For Siebel CRM version 8.1.1 for all of the products
other than Siebel Enterprise Server or Siebel Web Server Extension, you might place the Siebel
CRM version 8.1.1.0 JAR files into a directory like JAR_8.1.1.0. For more information, see
Determining the Location for the Siebel Media Files and the Siebel Image on page 363.
Log on to the server computer on which you will run Siebel Image Creator.
368
Image
Open a DOS command window and navigate to the directory where you placed the Siebel media
JAR files and the Siebel Image Creator files. For example, for Siebel CRM version 8.1.1.11,
navigate to a directory like C:\Siebel_Install_Image\JAR_8.1.1.11.
If it is not already set, then set the JAVA_HOME environment variable to point to the Java
Runtime Environment installation location.
To run Siebel Image Creator in unattended mode from the JAR files directory, first prepare a
response file, and then run a command like the following:
snic.bat -silent -responseFile response_file
The Siebel image is created, according to the settings you made in the response file, as described
in Requirements for Running Siebel Image Creator on page 366. Go to Step 19 on page 371.
To run Siebel Image Creator in GUI mode from the JAR files directory, run the following
command:
snic.bat
Siebel Image Creator displays a welcome message.
10 Click Next to proceed.

11 Specify whether you are creating a new Siebel image (or adding modules to an existing Siebel
image) or adding languages to an existing Siebel image. Click Next.
12 If you are creating a new Siebel image, then specify the directory in which the version-specific
image directory is to be created. For example, navigate to a directory like
C:\Siebel_Install_Image. You can enter a directory (which must be an absolute path) or click
Browse to specify the directory. Click Next.
When you specify the network image directory for adding modules or languages, you must
specify the top-level directory containing the valid network image for the JAR files that you are
using. For more information, see Requirements for the Siebel Image Directories on page 365.
For guidelines for creating the directories for Siebel images, see Preparing to Create a Siebel
Installation Image on page 363.
13 If applicable, then specify the version for the Siebel image.

The Siebel image version automatically derives from the presence of one or more Siebel media
JAR files for Siebel modules in the directory from which you are running Siebel Image Creator. If
JAR files exist for multiple versions, such as Siebel CRM version 8.1.1.11 and version 8.1.1.0,
then specify one of the versions shown.
The version determines the version-specific subdirectory in which the Siebel image is created,
such as 8.1.1.11 or 8.2.2.4. Or, the version specifies an existing Siebel image to be added to.
If you are adding modules to an existing Siebel image, then go to Step 14 on page 370.
If you are adding languages to an existing Siebel image, then go to Step 16 on page 370.
36 9
Image
14 Specify one or more operating systems to include in your version-specific Siebel image. You can
specify Windows, AIX, HP-UX, Linux, and Oracle Solaris. Click Next.
You can specify one or more operating systems to include in your Siebel image. In general,
include all of the operating systems for which you will install one or more Siebel modules. You
can add operating systems and modules to the Siebel image later. For more information, see
Cross-Platform Issues When Creating Siebel Image Directories on page 365.
For more information about the contents of the Siebel media, see Siebel Installation Media
15 Specify the Siebel modules to include in your version-specific Siebel image. Click Next.
Each module can be selected by clicking its check box. The listed modules represent the superset
of the client and server modules, including third-party modules, that are supported by this
version of Siebel Image Creator for all of the applicable operating systems.
The Siebel image will include the selected modules for each applicable operating system that you
specified in Step 14 on page 370. Some modules do not apply to certain operating systems. For
example, Siebel Tools applies to Windows only.
For more information about the contents of the Siebel media, see Siebel Installation Media
16 Specify all of the languages that you want to include in the Siebel image. When you are ready to
begin creating the Siebel image based on your selections, click Next.
The selected languages are included for each selected or existing module, where they apply. The
languages do not apply to some modules, such as third-party modules. For information about
Siebel Tools and the U.S. English language pack, see Siebel Installation Media Contents on
page 360.
NOTE: If you are adding modules to an existing Siebel image, then you must specify all of the
languages that were previously included in the Siebel image, in order to be able to install these
modules correctly.
Siebel Image Creator now processes all of the Siebel media JAR files in the current directory, and
includes all of the selected modules and languages in the version-specific Siebel image
subdirectory of the directory specified in Step 12 on page 369. Siebel Image Creator displays the
current processing status, as follows:
If all of the Siebel media JAR files matching your selections were found in the current
directory, then Siebel Image Creator completes creating or adding modules or languages to
the Siebel image. Go to Step 18 on page 371.
If one or more of the JAR files matching your selections were not found in the current
directory, then the utility prompts for the location of the next file. Go to Step 17 on page 370.
17 If Siebel Image Creator cannot locate a JAR file matching your selections, then specify the
location of the indicated Siebel media JAR file. You can enter a directory (which must be an
absolute path) or click Browse to specify the directory. Click Next.
370
Creating the Siebel Installation Image on the Network Troubleshooting Siebel Image
Creation
For example, for a Siebel CRM version 8.2.2 Siebel image, assume that you selected Windows
and the Siebel Charts module (which is based on Visual Mining NetCharts), but Siebel Image
Creator could not locate the file
SBA_8.2.2.0_Base_Windows_Visual_Mining_Netcharts_Server.jar. Specify the location of this
file, and click Next. If the file is found, then it is processed and the module that it represents is
included in your Siebel image.
If you do not have the current media JAR file, then you might have to obtain the required Siebel
media from Oracle before proceeding. Place the JAR file in the appropriate directory before
clicking Next. If all of the remaining Siebel media files matching your selections were found in
the current directory, then Siebel Image Creator completes creating or adding the modules or
languages to the Siebel image.
If you decide that you do not require the module or language component represented by the
current media file to be included in the Siebel image at this time, then click Next again. You are
prompted to either skip the file (click Skip) or look for the file in another directory (click Select).
You might have to rerun Siebel Image Creator later to add items that you previously skipped
because of missing JAR files. See also Troubleshooting Siebel Image Creation on page 371.
18 After all of the modules or languages have been added to the Siebel image, or skipped, Siebel
Image Creator indicates that the Siebel image has been successfully created. Click Finish.
19 After the Siebel image has been created, review the products.txt file to validate the modules that
were included in the Siebel image. This file is located in the main directory for the Siebel image,
Troubleshooting Siebel Image Creation

When you run Siebel Image Creator, the utility validates the integrity of each JAR file that it
processes as it creates the Siebel image. Consequently, it is unnecessary to validate the JAR files
beforehand.
If a JAR file is invalid for some reason, then Siebel Image Creator displays a message to this effect.
Obtain a new copy of the JAR file and rerun Siebel Image Creator in order to include the content in
the Siebel image. Rerunning Siebel Image Creator might also be necessary in some other cases
identified in this topic.
When you run Siebel Image Creator and create a Siebel image successfully, the files in the Siebel
image have the same timestamp as the corresponding files that were included in the JAR files.
When you rerun Siebel Image Creator, it will not replace any files that have the same or a newer
timestamp.
Rerunning Siebel Image Creator might be necessary in the following cases:
If you have deleted a Siebel image or any part of the Siebel image by mistake. In this case,
remove all of the files generated by Siebel Image Creator for any affected Siebel modules, then
run Siebel Image Creator again to re-create the Siebel image for those modules.
If a JAR file is invalid and you have since obtained a new version of the JAR file.
If you skipped a missing JAR file during a Siebel Image Creator session and have since obtained
the missing JAR file.
37 1
Creating the Siebel Installation Image on the Network Troubleshooting Siebel Image
Creation
If any Siebel module was incompletely processed by Siebel Image Creator. In this case, remove
all of the files generated by Siebel Image Creator for the affected module, then run Siebel Image
Creator again to re-create the Siebel image for this module.
TIP: Keep track of the operating systems, Siebel modules, and languages in your Siebel image for
the applicable version. If you have to rerun Siebel Image Creator, then reselect the options that you
require to complete the Siebel image.
You might also have to run Siebel Image Creator multiple times if you intentionally processed only
some of the Siebel modules that you require and have to process the JAR files in multiple batches.
For example, if you obtained Siebel CRM version 8.1.1.11 and version 8.1.1 files, then you might
create the Siebel CRM version 8.1.1.11 image for all of the Siebel modules. After this, you might
have to create a Siebel CRM version 8.1.1 image for all of the modules other than Siebel Enterprise
Server and SWSE. Multiple operations might require moving or copying JAR files and the Siebel
Image Creator files into different directories for your purposes.
Siebel Image Creator Logging

Siebel Image Creator logs details about its processing in the file log.txt, which is created in the toplevel directory that you specified for the Siebel image (for example, C:\Siebel_Install_Image).
Review the log file to identify where problems occurred when you created the Siebel image, such as
in the following cases:
Siebel Image Creator logs a message like the following after each JAR file has been successfully
extracted. (If a JAR file is only partially extracted, then this message is not written.)
Extracted SBA_8.1.1.11_Base_Windows_Siebel_Enterprise_Server.jar
Siebel Image Creator logs a message like the following when a JAR file has been skipped.
Skipped JAR_file_name - Please run Siebel Image Creator again and add module_name
to the network image, once all image files are available.
Installer Errors and the Siebel Image

You must validate that the Siebel image was created correctly for all of the applicable modules.
However, installation errors sometimes indicate problems in the Siebel image.
If, when you run a Siebel installer, errors are returned about missing or corrupt files, then remove
all of the files generated by Siebel Image Creator for any module that was incompletely processed,
make sure that you have all of the JAR files that you require (including those representing third-party
files), and then run Siebel Image Creator again to re-create the Siebel image for that module.
For installation instructions, see Chapter 3, Installing Siebel Enterprise Server Components and the
Siebel Web Server Extension, and other chapters for installing particular Siebel modules.
For installation requirements, see Chapter 13, Requirements for Installing and Configuring Siebel
For installation troubleshooting information, see Chapter 8, Verifying and Troubleshooting Your
Installation.
372
Siebel Deployment Planning

Worksheet
This appendix provides the Deployment Planning Worksheet. It includes the following topics:
About the Deployment Planning Worksheet on page 373
Team Lead Summary on page 374
Siebel Enterprise Server Names and Installation Directories on page 374
Siebel Accounts, Host Names, and Static IP Addresses on page 375
Cluster Deployment Data on page 376
Ports and RDBMS Details Data on page 377
About the Deployment Planning

Worksheet
The topics that follow provide the Deployment Planning Worksheet for installing Oracles Siebel
Business Applications product family. This worksheet is an integral part of the installation process.
Before proceeding with installation-related tasks, make a copy of the worksheet topics that follow.
Using the copy, the deployment team fills out the first section. Members of the team fill out the
information in the sections for which they are responsible. As you work through preparation steps,
record the information that you will need while installing and configuring Siebel Business
Applications.
In various places in this book, you are prompted to refer to the Deployment Planning Worksheet for
specific information about your site and deployment. You also use it to record other important
information for future installations, upgrades, reconfiguration, and expansion of your deployment.
Each time that you install a new Siebel Enterprise Server in your deployment, make new copies of
the Deployment Planning Worksheet for the deployment team.
CAUTION: Customers are responsible for ensuring the security of sensitive information, such as
account passwords, that might be recorded in this worksheet or in similar documents or information
stores created or employed by the customer.
37 3
Siebel Deployment Planning Worksheet Team Lead Summary
Team Lead Summary

Section 1: Deployment Team Members
Deployment Team Lead
Siebel Administrator
System Administrator
Database Administrator
Section 2: Deployment Overview

Component
Name
Version
Codepage Owner
or Unicode
Number of Users Server

Operating
System
Database Server
(RDBMS:
)
Siebel Servers
Web Server
Siebel Enterprise Server Names and

Installation Directories
Make a copy for each Siebel Enterprise Server that you install.
ODBC data sources are created automatically by the Siebel Enterprise Server installer. For more
information, see Planning RDBMS Installation and Configuration on page 287.
Section 3: Server Names

Siebel Enterprise
Name
ODBC Data Source
Name
Primary Language
Other Deployed
Languages
NOTE: Different languages might be deployed on different servers. Keep

track of all of the languages deployed and the servers on which they are
deployed.
374
Siebel Deployment Planning Worksheet Siebel Accounts, Host Names, and Static IP
Addresses
Component Name
Network Host Name
Installation Directory
Siebel Gateway Name

Server
Siebel Server
Database
Configuration Utilities
Web Server and Siebel
(SWSE)
NOTE: Also record the locations of

all of the SWSE logical profiles that
you create for configuring installed
SWSE instances.
Siebel File System

Directories
Siebel Accounts, Host Names, and Static

IP Addresses
NOTE: Requirements vary for user accounts mentioned in this topic. For example, the employee user
(anonymous user) must be defined as an employee within the Siebel database.
Section 4: Siebel Account Information

Login or User ID
Password
Siebel Service Owner

Siebel Administrator
SADMIN
Employee Anonymous User

Contact Anonymous User
Additional Anonymous User
Security User
Section 5: Host Name and Static IP Addresses

Server Name
Static IP or Host Name
Subnet Mask
Siebel Gateway Name

Server
37 5
Siebel Deployment Planning Worksheet Cluster Deployment Data
Load balancer virtual

IP, if third-party load
balancer is used
Siebel Server
Cluster Deployment Data

Make a copy for each partition of your shared disk (for example: H:\, I:\, J:\, and so on). (Choice
of resource groups clustered is optional.)
Section 6: Cluster Node Network Names and IP Addresses

Cluster Node Network Name 1
Cluster Node Network Name 2
Cluster Node 1 IP Addresses
Cluster Node 2 IP Address
Subnet Mask for All Sample
Addresses
Physical Disk Name (example: D)
Section 7: Resource Group Configuration

Resource Group
Name
Physical
Disk Name
IP Addresses
Network
Names
Generic Service, File

Share, or Microsoft IIS
Server Instance
Siebel Gateway
Group
Siebel File System
Group
Siebel Server
Group
Web Server Group
376
Siebel Deployment Planning Worksheet Ports and RDBMS Details Data

Section 8: Port Numbers
NOTE: If your database is IBM DB2 for z/OS, then use the Deployment Planning Worksheet
dedicated to the Siebel database installation that is provided in Implementing Siebel Business
Applications on DB2 for z/OS.
Siebel Gateway Name
Server
Synchronization Manager
for Remote Users
Request Manager (optional)
Siebel Connection Broker
Web Server (Virtual Web
Site Name:
)
Other Ports
Section 9: Database Information

Items (if applicable)
Value
RDBMS Operating System, Version

and Patch
RDBMS Platform, Version, and Patch
Database Server
Host Instance Name
Database Name
Port Number
Table Owner and Password
Tablespace Name, Usage (Data or
Index), and Page Size
37 7
Siebel Deployment Planning Worksheet Ports and RDBMS Details Data
378
Siebel Configuration Wizard

Reference
This appendix provides important background information about configuring Siebel Enterprise Server
components and certain other installable components of Siebel Business Applications. Configuration
tasks are performed after installation, using the Siebel Configuration Wizard. This appendix includes
the following topics:
About the Siebel Configuration Wizards on page 379
Options for Configuring the Siebel Gateway Name Server, the Siebel Enterprise, and the SWSE
Logical Profile on page 384
Settings for Configuring the Siebel Gateway Name Server on page 385
Settings for Configuring the Siebel Enterprise on page 386
Options for Configuring the Siebel Server on page 393
Settings for Configuring the Siebel Server on page 394
Options for Configuring the Siebel Web Server Extension on page 397
Settings for Configuring the SWSE Logical Profile on page 398
Settings for Applying the SWSE Logical Profile on page 405
About the Siebel Configuration Wizards

After you install one or more Siebel Enterprise Server components, start the Siebel Configuration
Wizard for each installed component, so that you can perform tasks to configure these components.
NOTE: You cannot operate any Siebel Enterprise Server components until you have configured them.
Also, you must be running the Siebel Gateway Name Server in order to configure the Siebel
Enterprise or the Siebel Server.
The Configuration Wizard framework supports configuration tasks for multiple components in Siebel
Business Applications, including Siebel Enterprise Server components, SWSE, Siebel Management
Agent, and Siebel Management Server. Some Configuration Wizard tasks can be run multiple times,
while others must be run only once.
The Configuration Wizard automatically runs in the language that you are currently using, if the
language is supported for this purpose. Make sure that you have the correct language set at the
operating system level. For more information, see About The Language in Which Siebel Installers and
Wizards Run on page 290.
The Configuration Wizard displays in its title bar the name Siebel Configuration Wizard. Which
screens it displays depends on what modules you are configuring.
The Configuration Wizard displays fields and selectable options, such as check boxes or radio
buttons. It also displays descriptive text for many of the tasks or settings.
37 9
Siebel Configuration Wizard Reference About the Siebel Configuration Wizards
NOTE: Sometimes this guide refers to the Siebel Configuration Wizard to mean any or all of the
Configuration Wizards. Or, depending on the context, this guide might instead refer to a wizard using
a more specific name, such as the Siebel Server Configuration Wizard.
The Siebel Configuration Wizards support initial configuration of Siebel Business Applications and
provide limited capability to reconfigure components that have already been configured. For
example, you can use the wizard to modify Siebel Enterprise Server settings. To reconfigure an
existing Siebel Server, you can remove an existing Siebel Server configuration and then re-create it.
Alternatively, to modify existing Siebel Enterprise or Siebel Server settings, use Siebel Server
Manager.
Use the Windows Control Panel to change whether a Siebel service starts automatically or manually,
or to change the user name or password under which the service runs.
Where to Find Configuration Tasks on page 380
Siebel Configuration Wizards Associated with Installable Components on page 381
Siebel Configuration Wizard Syntax Elements on page 383
Where to Find Configuration Tasks

Configuration tasks are found in the following locations, as shown in Table 29.
Table 29.
Component
Where
Chapter 4, Configuring Siebel Enterprise Server Components and

Siebel Enterprise
Siebel Server

NOTE: You cannot operate any Siebel Enterprise Server
components until you have configured them. Also, you must be
running the Siebel Gateway Name Server in order to configure the
Siebel Enterprise or the Siebel Server.
EAI Connector
No configuration required
Siebel database

Chapter 5, Installing the Siebel Database on the RDBMS
380
Table 29.
Component
Where

(SWSE)
Chapter 4, Configuring Siebel Enterprise Server Components and

Siebel Management Agent

(installed automatically with
Siebel Server)
Chapter 10, Installing and Configuring Siebel Management Agents

and Siebel Management Server
Siebel Configuration Wizards Associated with

Installable Components
A list of the Configuration Wizards associated with selected installable server-based components in
Siebel Business Applications is shown in Table 30.
Table 30.
Configuration Wizards for Siebel Business Applications Components
Component
Associated Siebel Configuration Wizard

Siebel Gateway Name
Server
The Siebel Enterprise Configuration Wizard (or Siebel Configuration

Wizard) is the wizard associated with this component. This wizard is
described in this appendix.
Use this wizard to configure the Siebel Gateway Name Server, the
Siebel Enterprise, and the SWSE logical profile.
The associated Windows shortcut is named Siebel Enterprise
Configuration. The shortcut runs a command similar to the following:

Siebel Server
The Siebel Server Configuration Wizard is the wizard associated with

this component. This wizard is described in this appendix.
Use this wizard to configure the Siebel Server.
The associated Windows shortcut is named Siebel Server
38 1
Table 30.
Component

Database Configuration
Utilities
The Siebel Database Configuration Wizard is the Configuration Wizard

associated with this component. This wizard is described in Chapter 5,
Installing the Siebel Database on the RDBMS.
Use this wizard to install the Siebel database and perform other tasks
to set up the database to support your installed Siebel Business
Applications and languages.
The associated Windows shortcut is named Database Server
Siebel Web Server

Extension (SWSE)
The Siebel Web Server Extension Configuration Wizard (or SWSE

Configuration Wizard) is the Configuration Wizard associated with this
component. This wizard is described in Chapter 4, Configuring Siebel
Enterprise Server Components and the Siebel Web Server Extension.
Use this wizard to configure the physical SWSE. Before configuring,
you must have created an SWSE logical profile using the Siebel
Enterprise Configuration Wizard.
The associated Windows shortcut for the SWSE Configuration Wizard
is named Siebel Web Server Extension Configuration. The shortcut
runs a command similar to the following:
382
Table 30.
Component
Siebel Management Agent

(installed with Siebel
Server)
The Management Agent Configuration Wizard is the Configuration

Wizard associated with this component. This wizard is described in
Configuring Siebel Management Agents on page 241.
Use this wizard to configure the Siebel Management Agent. Run this
wizard once for each installed component.
The associated Windows shortcut is named Management Agent
The Management Server Configuration Wizard is the Configuration

Wizard associated with this component (which is available only on
Windows). This wizard is described in Configuring Siebel Management
Server on page 243.
Use this wizard to configure the Siebel Management Server. Run this
wizard once for each installed component.
No Windows shortcut is created when Management Server is
installed. To start the wizard, use a command similar to the following:
Siebel Configuration Wizard Syntax Elements

This topic describes the command-line syntax for starting the Siebel Configuration Wizards. See also
the procedures for starting configuration wizards in Chapter 4, Configuring Siebel Enterprise Server
The command-line syntax for starting the Configuration Wizard includes the following elements:
-mode mode_name. Specifies the Siebel Configuration Wizard that you are running. The
command must be executed within an installed instance of the applicable Siebel module. The
supported modes are as follows:
enterprise. Starts the Siebel Enterprise Configuration Wizard (to configure Siebel Gateway
Name Server, Siebel Enterprise, or SWSE logical profile). When using this mode, you can
optionally save a response file for later unattended configuration. These configuration tasks
are performed from the Siebel Gateway Name Server installation.
siebsrvr. Starts the Siebel Server Configuration Wizard. When using this mode, you can
optionally save a response file for later unattended configuration. This configuration task is
performed from the Siebel Server installation.
38 3
Siebel Configuration Wizard Reference Options for Configuring the Siebel Gateway
Name Server, the Siebel Enterprise, and the SWSE Logical Profile
dbsrvr. Starts the Siebel Database Configuration Wizard. This configuration task is
performed from the Siebel Server installation where you also installed Siebel Database
Configuration Utilities.
swse. Starts the Siebel Web Server Extension Configuration Wizard. When using this mode,
you can optionally save a response file for later unattended configuration. This configuration
task is performed from the Siebel Web Server Extension (SWSE) installation.
mgmtagent. Starts the Siebel Management Agent Configuration Wizard. This configuration
task is performed from the Siebel Server installation.
mgmtsrvr. Starts the Siebel Management Server Configuration Wizard. This configuration
task is performed from the Siebel Management Server installation (on Microsoft Windows
only).
-responseFile file_name. Specifies the name of a response file that you are executing, for an
unattended configuration. The response file would have been saved in a previous configuration
session for one of the listed modes that supports saving response files. In unattended mode,
wizard screens that would normally display are not displayed, because the applicable data is
already stored in the response file. Unattended configuration is often invoked from an
unattended installation session. The flags -mode and -responseFile are mutually exclusive (that
is, they cannot be used in the same session).
-skipValidation. Specifies that no validation should be performed of user input. Use this flag
when saving a response file for an unattended configuration, or when previewing wizard screens.
(The Siebel Database Configuration Wizard, Siebel Management Agent Configuration Wizard, and
Siebel Management Server Configuration Wizard do not support unattended configuration and
require validation.)
-verbose. Specifies that more details should be included in configuration log files.
Options for Configuring the Siebel

Gateway Name Server, the Siebel
Enterprise, and the SWSE Logical Profile
After you install Siebel Gateway Name Server, you run the Siebel Configuration Wizard (Siebel
Enterprise Configuration). This wizard includes the following tasks. Perform the tasks under Create
New Configuration in the order shown.
Create New Configuration
Configure a New Gateway Name Server. Configures the Siebel Gateway Name Server
that you have installed. For more information, see Settings for Configuring the Siebel Gateway
Name Server on page 385.
Configure a New Enterprise in a Gateway Name Server. Creates a new Siebel Enterprise
configuration on the Siebel Gateway Name Server. For more information, see Settings for
Configuring the Siebel Enterprise on page 386.
Before you perform this task, the Siebel Gateway Name Server must have already been
installed and configured, and must be running, unless you skip validation.
384
Siebel Configuration Wizard Reference Settings for Configuring the Siebel Gateway
Name Server
Configure a New Siebel Web Server Extension Logical Profile. Creates and saves an
SWSE logical profile in a location that you designate. The logical profile stores settings that
might apply to one or multiple SWSE installations. The logical profile also includes editable
files that automatically create the Siebel application virtual directories on the Web server
when you apply the SWSE logical profile.
When you configure an installed instance of SWSE, you apply an SWSE logical profile. This
task updates the eapps.cfg file on the SWSE with settings from the SWSE logical profile and
other settings specific to this SWSE instance. It also creates the virtual directories on the
Web server. See also Options for Configuring the Siebel Web Server Extension on page 397.
Modify Existing Configuration
Modify an Existing Enterprise. Modifies configuration settings for a Siebel Enterprise that
you previously configured. For more information, see Settings for Configuring the Siebel
Enterprise on page 386.
Alternatively, you can modify the configuration settings for the Siebel Enterprise using Siebel
Server Manager, as described in Siebel System Administration Guide.

Gateway Name Server
Table 31 on page 385 lists the settings requested in the Siebel Configuration Wizard for configuring
the Siebel Gateway Name Server. The wizard displays help text with more information about most of
these settings.
Table 31.
Settings for Configuring Siebel Gateway Name Server
Setting in Siebel
Description
Gateway Name Server TCP/IP

Port
Specify the port number that this Siebel Gateway Name Server
uses for connections from Siebel Server or other components. The
default port number is 2320.
Language for Server

Messages and Logs
The primary language, which is used for server messages and log
files. Language support must be present on the server on which
you have installed the software. See also About Installing and
Deploying Siebel Business Applications with Multiple Languages on
page 120.
Autostart Gateway Name

Server System Service
Specify whether to start the Siebel Gateway Name Server system

service automatically when the operating system starts.

38 5
Siebel Configuration Wizard Reference Settings for Configuring the Siebel Enterprise

Enterprise
The task for configuring the Siebel Enterprise lets you configure authentication using Siebel security
adapters, TLS or SSL encryption, and related settings. You can also modify these settings for an
existing Siebel Enterprise. In addition, you can configure many of these settings in the Siebel Server
Configuration Wizard, to override Siebel Enterprise-level settings for the current Siebel Server. Many
security settings also apply to configuring the SWSE logical profile. For detailed information about
security settings in the Configuration Wizards, see Siebel Security Guide.
the Siebel Enterprise. The wizard displays help text with more information about most of these
settings.
Most of the following items appear in the task to configure a new Siebel Enterprise. Some of these
items also appear in tasks to modify an existing Siebel Enterprise. Which screens and items display,
and some of the default values, depend on prior selections. Wizard tasks might branch in several
different ways. The sequence of items listed in the table might not correspond to wizard tasks.
Parameters that are set as a result of configuring the Siebel Enterprise are set at the Siebel
Enterprise level or set for named subsystems such as for a data source or security adapter.
For requirements and restrictions for these parameters, see Requirements for Installing and
Configuring Siebel Enterprise Server Components on page 303. For additional information about many
of these parameters, see Siebel System Administration Guide and Siebel Security Guide.
Table 32.

Wizard (Parameter)
Gateway Name Server
Description
Specify the user name for the account, usually a database
account, that you are using for Siebel Gateway Name Server
authentication. For more information about this account and
the associated requirements, see Requirements for Siebel
NOTE: The first time that you configure a Siebel Enterprise
(before authentication settings have been propagated to the
Siebel Gateway Name Server), the user account name and
password fields have no effect.
Gateway Name Server

Password

Gateway Name Server is installed. For more information, see
Restrictions on Host Names for Siebel Gateway Name Server
and Siebel Server on page 292.
386
Table 32.

Wizard (Parameter)
Description

Specify the name that you want for the Siebel Enterprise.
Enterprise Description
Provide a short description for the Siebel Enterprise.
(EnterpriseDesc)
Primary Siebel File System
(FileSystem)
Database Platform
Specify the location or locations of the Siebel File System.

For more information, see Creating the Siebel File System
on page 295.
The options are:
Microsoft SQL Server Host Name
Microsoft SQL Server Database

Name
Database Table Owner
(Oracle Database, DB2, or DB2 for z/OS only)
(TableOwner)
IBM DB2 Database Alias
(DB2 only)
Current IBM DB2 SQL ID / Group

Name
(DB2 for z/OS only)
Oracle SQLNet Connect String
(Oracle Database only)
Siebel Database User Account Name
Siebel Database User Account

Password
38 7
Table 32.

Wizard (Parameter)
Enterprise Security Authentication
Profile
Description
The options are:
Database Authentication (default). Corresponds to

SecAdptMode parameter value DB.
Lightweight Directory Access Protocol (LDAP)

Authentication. Corresponds to SecAdptMode parameter
value LDAP.
Custom Security Authentication, using the Security SDK.

Corresponds to SecAdptMode parameter value CUSTOM.
Active Directory (ADSI) Authentication (Windows only).

Corresponds to SecAdptMode parameter value ADSI.
Database authentication is enabled by default. After you

configure a different security adapter, that adapter is not yet
enabled for use.
manually set the parameter SecAdptMode using the values
shown. For example, do so for an Application Object
Manager component for which you are enabling a security
adapter, such as the security adapter for LDAP.
NOTE: It is strongly recommended that you keep database
authentication enabled for the Siebel Enterprise. As
applicable for your deployment, enable any non-database
security adapter for individual servers or components only,
using Server Manager.
For customers using Active Directory, it is generally
recommended that you use the LDAP security adapter
instead of the ADSI security adapter.
If, later in the same Configuration Wizard session, you select
the option Propagate Authentication Settings to the Gateway
Name Server, then the settings are also propagated for
Siebel Gateway Name Server authentication. For more
information, see Requirements for Siebel Gateway Name
Server Authentication on page 306. For more information
Guide.
388
Table 32.

Wizard (Parameter)
Security Adapter Name (named
subsystem)
Description
In general, it is recommended that you accept the default
security adapter name. The default name depends on the
type of security adapter that you are configuring. Default
names are as follows:
DBSecAdpt
LDAPSecAdpt
CUSTOMSecAdpt
ADSISecAdpt

manually set the parameter SecAdptName to the same
name. For example, do so for an Application Object Manager
component for which you are enabling a security adapter,
such the security adapter for LDAP. For more information
Guide.
Security Authentication Library CRC
Checksum
(CRC)
Directory Server Domain Name

NOTE: This option does not apply to database
authentication. The same is true for all of the remaining
authentication settings, except those for Siebel Gateway
Name Server authentication.
(ServerName)
LDAP Port Configuration
(Port)
Network TCP/IP Port Number
LDAP authentication only. The default port numbers are 389

or 636 (secure).
(Port)
Siebel Username Attribute
(UsernameAttributeType)
Siebel Password Attribute
(PasswordAttributeType)
Credentials Attribute
(CredentialsAttributeType)
LDAP Roles Attribute (optional)
(RolesAttributeType)
38 9
Table 32.

Wizard (Parameter)
Distinguished Name
Description
(SharedCredentialsDN)
Store shared database user
credentials as parameters
Shared Database Account Password
Siebel Application Distinguished

Name (DN)
(ApplicationUser)
Application Password
(ApplicationPassword)
Configure Web Single Sign-On (Web
SSO)
(SingleSignOn)
User Specification
(UserSpec)
Shared Secret
(TrustToken)
SSL Database Certificate File
(SslDatabase)
Hash User Passwords
(HashUserPwd)
Hash Database Passwords
(HashDBPwd)
Salt User Passwords
(SaltUserPwd)
Salt Attribute
(SaltAttributeType)
390
Table 32.

Wizard (Parameter)
Security Adapter Mapped User
Name
Description
(UseAdapterUserName)
Siebel User ID Attribute
(SiebelUsernameAttributeType)
Base Distinguished Name (DN)
(BaseDN)
Propagate Change
(PropagateChange)
Propagate Authentication Settings
to the Gateway Name Server
Select this option to propagate the authentication settings

that you made to the Siebel Gateway Name Server.
NOTE: The first time that you specify Siebel Gateway Name
Server authentication settings at the start of the task, you
must select this check box. Subsequently, select this box
only when you are changing existing settings
Microsoft SQL Server Port Number

This option appears only when database authentication for
Siebel Gateway Name Server authentication is used, and
you are propagating authentication settings to the Siebel
Tasks for Modifying Enterprise

Configurations
Some items shown apply to both creating a new Siebel

Enterprise and modifying an existing Siebel Enterprise.
NOTE: For the following tasks that do not appear for the
Create task, the applicable screens always display anyway.
Enterprise Database Connection Settings, which is listed

only in the task to modify the Siebel Enterprise
Enterprise Network Security Encryption Type
Charts Server Settings
Data Quality Products and Connectors
Enterprise Security Authentication Default, which is

listed only in the task to modify the Siebel Enterprise
39 1
Table 32.

Wizard (Parameter)
Charts Server Host Name
(DSChartServer)
Chart Image Format

(DSChartImageFormat)
Description
for Modifying Enterprise Configurations. Specify the host
name and the port number of the computer where you are
running the Siebel Charts server. Use the format
Charts_server_hostname:port_number. See Changing the
Siebel Charts Server Used by Siebel Web Clients on page 254.
for Modifying Enterprise Configurations. Choose GIF, JPEG,
or PNG (default). Accepting the default is recommended.
See Changing the Siebel Charts Server Used by Siebel Web
Clients on page 254.
Siebel Data Quality Matching
Appears only if you checked Data Quality Products and

Connectors in Tasks for Modifying Enterprise Configurations.
Choose None or Siebel Data Quality Connector.
Security Encryption Level or Type
This setting and all of the remaining items appear only if you
checked Enterprise Network Security Encryption Type in
Tasks for Modifying Enterprise Configurations. Options are:
(Crypt and ConnType)
SISNAPI Without Encryption
SISNAPI Using RSA Encryption Algorithm
SISNAPI Using TLS 1.2
SISNAPI Using SSL 3.0
SISNAPI Using Enhanced SSL 3.0 (requires hardware

proxy)
SISNAPI Using Microsoft Crypto Enhanced API

Encryption

(CertFileName)
Certificate Authority (CA)

This item and all of the remaining items appear only if you
selected one of the TLS or SSL options in Security Encryption
Level or Type. For more information, see Siebel Security
Guide.
(CACertFileName)
(KeyFileName)
392
Siebel Configuration Wizard Reference Options for Configuring the Siebel Server
Table 32.

Wizard (Parameter)
Description
Private Key File Password
(KeyFilePassword)
(PeerAuth)
Validate Peer Certificate
(PeerCertValidation)

Options for Configuring the Siebel

Server
Running the Siebel Server Configuration Wizard assumes that you have performed all of the
prerequisite configuration tasks: configuring the Siebel Gateway Name Server, Siebel Enterprise, and
SWSE logical profile; and installing the Siebel database.
After you have installed Siebel Server and performed the prerequisite tasks, you run the Siebel
Server Configuration Wizard to perform the Create New Configuration task as shown. This wizard
includes the following tasks.
NOTE: Unless you run the Siebel Server Configuration Wizard with the flag for skipping validation,
the wizard validates that the Siebel Gateway Name Server is running. If it is not running, then the
wizard does not let you proceed with configuration.
After you have already configured a Siebel Server, you can modify the Siebel Server configuration
using Siebel Server Manager, as described in Siebel System Administration Guide.
Create New Configuration. Creates a new Siebel Server configuration on the Siebel Gateway
Name Server. For more information, see Settings for Configuring the Siebel Server on page 394.
Add Language Support for the Siebel Server. Deploys any additional installed languages for
a Siebel Server that you previously configured. This task applies only if both of the following are
true:
You have already initially configured the Siebel Server (Create New Configuration task).
You have already installed on the Siebel Server the new languages that you want to add as
deployed languages.
In the screen where you specify languages to deploy, specify only the new languages that you
want to deploy. See also Settings for Configuring the Siebel Server on page 394.
39 3
Siebel Configuration Wizard Reference Settings for Configuring the Siebel Server
Perform this task in conjunction with related language deployment tasks, such as to install and
deploy languages on the SWSE. For more information, see About Installing and Deploying Siebel
NOTE: If you add (install) languages before having configured the Siebel Server, and you have
not yet configured the Siebel Server, then do not perform this task. Instead, use the task Create
New Configuration, and specify all of the applicable languages that you want to deploy.

Server
the Siebel Server. The wizard displays help text with more information about most of these settings.
Which screens and items display depends on prior selections. Wizard tasks might branch in several
different ways. The sequence of items listed in the table might not correspond to wizard tasks.
Wizard defaults in some cases also depend on prior selections.
For requirements for and restrictions on these parameters, see Requirements for Installing and
Configuring Siebel Enterprise Server Components on page 303. For additional information about many
of these parameters, see Siebel System Administration Guide and Siebel Security Guide.
Table 33.

Wizard (Parameter)
Description
Gateway Name Server

Specify the user name for the account that you are using for
Gateway Name Server

Password

Gateway Name Server is installed.

Specify the name of the Siebel Enterprise that you

previously configured.
Siebel Server Name
Represents the name of the Siebel Server configuration

instance, as it is stored in the Siebel Gateway Name Server.
394
Table 33.

Wizard (Parameter)
Description
Siebel Server Description
Provide a short description for the Siebel Server.
(ServerDesc)
Enable Component Groups
Specify the component groups to enable for this Siebel

Server. For more information about component groups, see
Language for Server Messages and

Logs
The primary language, which is used for server messages

and log files. Language support must be present on the
server on which you have installed the software. See also
About Installing and Deploying Siebel Business Applications
with Multiple Languages on page 120.
(Lang)
Deployed Languages
Specifies which installed languages that you want to deploy.

Application Object Manager components are created for
each of these languages.
You can deploy languages that you installed but did not
deploy by running the Siebel Server Configuration Wizard
again and choosing the task Add Language Support for the
Siebel Server.
For more information, see About Installing and Deploying
Siebel Business Applications with Multiple Languages on
page 120 and Enabling and Disabling Language-Specific
Application Object Managers and Adding Languages on
page 112.

(PortNumber)
Specify the TCP/IP port number for the Siebel Connection

Broker component. The default port number is 2321.
Remote Synchronization Manager

Port
Specify the TCP/IP port number for the Siebel Remote

Synchronization Manager component. The default port
number is 40400.
Clustering Configuration
Options include:
Clustered using virtual host name
Clustered using virtual IP address
Not clustered

Name/IP
This option appears if you chose either of the two clustering

options.

Name
This option appears if you chose the first clustering option

(Clustered using virtual host name).
Siebel Server Cluster Virtual IP
This option appears if you chose the second clustering

option (Clustered using virtual IP address).
39 5
Table 33.

Wizard (Parameter)
Description
Autostart Siebel Server System

Service
Specify whether the Siebel Server should start when

Windows starts.
Start Siebel Server System Service

During Configuration
Specify whether to start the Siebel Server system service

after the configuration has successfully executed.
NOTE: After configuring the Siebel Server, it is still
necessary to restart the Siebel Server manually for your
configuration selections to take effect.
Additional Tasks for Configuring the

Siebel Server
Specify subtasks for additional configuration of the Siebel

Server. Options are:
Server-Specific Security Encryption Settings. Use this

task to configure TLS or SSL communications between
this Siebel Server and other servers. For more
information, see Siebel Security Guide.
Server-Specific Security Authentication Profile

Assignment. Use this task to assign an existing security
adapter to this Siebel Server or to specific components.
(CertFileName)
Certificate Authority (CA) Certificate
File Name
(CACertFileName)
(KeyFileName)
Security Adapter Name
(SecAdptName and SecAdptMode)

Assignment task. Specify the existing security adapter that
you are assigning to this Siebel Server or to individual
server components.
Security Authentication Scope for

Server

Assignment task. Options are:
396
Set this configuration for the entire Siebel Server

(server level)
Set this configuration for specific Object Managers

(component level)
Siebel Configuration Wizard Reference Options for Configuring the Siebel Web Server
Extension
Table 33.

Wizard (Parameter)
Description
Select Object Managers for Security

Adapter

Assignment task. The option appears if you specify that you
want to configure security for individual Application Object
Managers or other server components. Optionally, use
Server Manager for this purpose.

Options for Configuring the Siebel Web

Server Extension
Running the SWSE Configuration Wizard is done on each Siebel Web Server Extension (SWSE)
instance, after SWSE installation.
Running this wizard assumes that you have performed all of the prerequisite configuration tasks:
configuring the Siebel Gateway Name Server, Siebel Enterprise, SWSE logical profile, and Siebel
Server. You would also have installed the Siebel database using the Database Configuration Wizard.
After you install SWSE, you run the SWSE Configuration Wizard to apply the SWSE logical profile that
you previously created. For detailed information about creating and applying the SWSE logical
profile, see Process of Configuring the Siebel Web Server Extension on page 76.
This wizard includes the following tasks:
Apply an SWSE Logical Profile. Specifies the location of an SWSE logical profile that you
previously created using the Siebel Configuration Wizard and applies the settings to this installed
instance of SWSE, along with other settings that you specify using this task. This task updates
the SWSE configuration files, eapps.cfg file and eapps_sia.cfg.
The eapps.cfg and eapps_sia.cfg files are located in SWSE_ROOT\bin. In this path, SWSE_ROOT
is the SWSE installation directory.
Applying an SWSE logical profile also creates (or re-creates) on the Web server the virtual
directories required for Siebel Business Applications.
On Microsoft Windows (with Microsoft IIS Web server), batch files create the virtual directories
for Siebel Business Applications. These batch files are located in the SWSE logical profile
directory. Before configuring the SWSE, you can edit these batch files to remove entries for
virtual directories that you do not need.
If you are using Siebel native load balancing, then generate the configuration file lbconfig.txt and
place it in the SWSE logical profile location before you apply the logical profile. Perform these
tasks as a second phase of SWSE configuration: after the initial SWSE configuration to get the
system up and running and after installing and configuring all of the Siebel Servers that will
participate in load balancing. For more information about configuring load balancing, see Process
of Configuring Load Balancing for Siebel Business Applications on page 106.
39 7
Siebel Configuration Wizard Reference Settings for Configuring the SWSE Logical
Profile
Add Language Support for the SWSE Configuration. Deploys any additional installed
languages for an SWSE that you previously configured. This task applies only if both of the
following are true:
You have already initially configured the SWSE (Apply an SWSE Logical Profile task).
You have already installed on the SWSE the new languages that you want to add as deployed
languages.
In the screen where you specify languages to deploy, specify only the new languages that you
want to deploy. See also Applying the SWSE Logical Profile on page 83.
Perform this task in conjunction with related language deployment tasks, such as to install and
deploy languages on the Siebel Server. For more information, see About Installing and Deploying
Siebel Business Applications with Multiple Languages on page 120.
NOTE: If you add (install) languages before having applied the SWSE logical profile, and you
have not yet configured the SWSE, then do not perform this task. Instead, use the task Apply an
SWSE Logical Profile, and specify all of the applicable languages that you want to deploy.

Logical Profile
the SWSE logical profile. The wizard displays help text with more information about these settings.
In the table, parameters might be identified by name and by the section of the eapps.cfg file in which
they appear. For example, [/SiebelApp_lang] might be [/callcenter_deu], which is the Siebel Call
Center application for German.
See also the topics in Additional Tasks for the Siebel Web Server Extension and the Web Server on
page 132.
Related Books
398
Profile
Table 34.
Setting in Siebel
Parameter in
eapps.cfg File
Description
[/SiebelApp_lang]
ConnectString
Part of the ConnectString value

represents the Siebel Enterprise name.
SWSE Logical Profile Name
Not applicable
By default, this location is the

admin\Webserver directory under the
home directory of the installed Siebel
Enterprise Server component (such as
Siebel Gateway Name Server).
For example, on Windows, the default
SWSE logical profile location is
admin\Webserver or
admin\Webserver.
You specify this location later when you
configure the SWSE, as described in
Applying the SWSE Logical Profile on
page 83.
Language for Server

Messages and Logs
[swe]
Language
The primary language, used for server

messages and log files. Specify the same
primary language that you selected when
configuring the Siebel Enterprise Server
software. See also About Installing and
Deploying Siebel Business Applications with
Multiple Languages on page 120.
Collect Application-Specific
Statistics
[swe]
AllowStats
Indicates whether to collect applicationspecific statistics.
Compression Type
[/SiebelApp_lang]
ConnectString
Specify the type of compression to use for

communications between the SWSE and
the Siebel Servers. Part of the
ConnectString value represents the
compression type.
Possible values are None or ZLIB.
HTTP 1.1-Compliant Firewall

and Enable Web Compression
[defaults]
DoCompression
For more information, see Enabling HTTP

Compression for Siebel Business
39 9
Profile
Table 34.
Setting in Siebel
Parameter in
eapps.cfg File
Login Session Timeout Value
[defaults]
GuestSessionTimeout
Description
The total number of seconds that a guest
guest user is logged out and the session
is closed.
Active Session Timeout Value
[defaults]
SessionTimeout
The total number of seconds that a

user is logged out and the session is
closed.
Web Site Name
None
Specify the name of the virtual Web site

that this Web server uses for Web browser
connections for Siebel applications. The
virtual directories for the Siebel
applications are created in this virtual
Web site.
The HTTP and HTTPS port number options
apply to the virtual Web site that you
specify with this option. For any custom
virtual Web site name, the port numbers
that you specify cannot be the same as
those that are already in use for Default
Web Site.
NOTE: This option applies only if you are
using Microsoft IIS 7 or later and you
have installed Siebel Patchset 5 or later
on top of the current release, Siebel CRM
For Microsoft IIS 7 or later, without Siebel
Patchset 5: The Siebel virtual directories
are created in the virtual Web site named
Siebel.
For Microsoft IIS 6: The Siebel virtual
directories are created in the virtual Web
site named Default Web Site.
Default value: Default Web Site
400
Profile
Table 34.
Setting in Siebel
Parameter in
eapps.cfg File
Description
HTTP Port Number
[defaults]
HTTPPort

server uses for Web browser connections.
The HTTP port number option applies to
Web Site.
Default value: 80
HTTPS Port Number
[defaults]
HTTPSPort

server uses for secure Web browser
connections.
The HTTPS port number option applies to
Web Site.
Default value: 443
Fully Qualified Domain Name
[defaults]
EnableFQDN
FQDN
If you specify a fully qualified domain

name, then the value is stored in the
FQDN parameter, and EnableFQDN is set
to TRUE.
40 1
Profile
Table 34.
Setting in Siebel
Parameter in
eapps.cfg File
High Interactivity or Employee

User Login Name and
Password
[defaults]
AnonUserName
AnonPassword
Description
user is shown the login page for an
employee application. (These applications
can be deployed using either high
interactivity or Siebel Open UI.)
Employee applications use these
parameters, which are defined in the
[defaults] section.
Password Encryption
402
[defaults]
EncryptedPassword
Specifies whether to encrypt all of the

passwords stored in the eapps.cfg file. By
default, EncryptedPassword is TRUE. For
more information about managing
encrypted passwords, see Siebel Security
Guide.
Profile
Table 34.
Setting in Siebel
Parameter in
eapps.cfg File
Standard Interactivity or
Contact User Login Name and
Password
[/SiebelApp_lang]
AnonUserName
AnonPassword
Description
user is shown the login page for a
customer application. This anonymous
user must have access to any public view
in the Siebel application.
For customer applications only, these
parameters are defined in applicationspecific sections of the eapps.cfg file.
These values override the values defined
in the [defaults] section, which are used
by employee applications.
Siebel Enterprise Security

Token
[/SiebelApp_lang]
SiebEntTrustToken
A password that is used to update static

files on the Web server.
For more information about this token,
see About the Siebel Enterprise Security
Token on page 138.
Web Server-Specific
Statistics: Default Statistics
Page for Web Server
[defaults]
statspage
The default value is _stats.swe. It is

recommended that you change the
default value, so that the Web server
statistics are saved into a different file
name.
40 3
Profile
Table 34.
Setting in Siebel
Parameter in
eapps.cfg File
Select the Connection Protocol

and Encryption
Not applicable
Description
Choices are TCP/IP (no encryption, the
default), TLS, or SSL.
TLS or SSL settings for SWSE must be
compatible with those for Siebel Servers
that connect to this Web server.
The wizard prompts for remaining
parameters related to TLS or SSL only if
you select one of these options.
For more information about TLS, SSL, and
the related parameters defined in the
[ConnMgmt] section of the eapps.cfg file,
see Siebel Security Guide.
Deploy SSL or TLS in the

Enterprise
Not applicable

[ConnMgmt]
CertFileName

Guide.
Certification Authority (CA)

[ConnMgmt]
CACertFileName

Guide.
Private Key File Name and

Password
[ConnMgmt]
KeyFileName
KeyFilePassword

Guide.
[ConnMgmt]
PeerAuth

Guide.
Validate Peer Authentication
[ConnMgmt]
PeerCertValidation

Guide.
Not applicable
The location of a response file to save, if

you intend to later execute such a file to
perform unattended configuration.
404
Siebel Configuration Wizard Reference Settings for Applying the SWSE Logical Profile
Settings for Applying the SWSE Logical

Profile
Table 35 on page 405 lists the settings requested in the SWSE Configuration Wizard for configuring
the SWSE: applying the SWSE logical profile. The wizard displays help text with more information
about these settings.
Related Books
Table 35.
Setting in SWSE
Deployed Languages
Description
Each language that you select must be an installed language. For
each deployed language and each application, a separate section
is created in the eapps.cfg or eapps_sia.cfg file. For example,
Siebel Call Center uses the sections named [/callcenter_lang].
Part of the ConnectString value represents the three-letter code
for the deployed language.
You can deploy languages that you installed but did not deploy by
running the SWSE Configuration Wizard again and choosing the
task Add Language Support for the SWSE Configuration. For more
information, see About Installing and Deploying Siebel Business
Applications with Multiple Languages on page 120.
Select a Load Balancer
Specify whether you are using Siebel native load balancing, thirdparty load balancing, or no load balancing. Specify no load
balancing for a deployment with a single Siebel Server. For more
information, see Process of Configuring Load Balancing for Siebel
Business Applications on page 106.
Siebel Server Host Name

(Siebel Server)
The host name of the Siebel Server computer. Specify this for a
deployment with a single Siebel Server.
40 5
Siebel Configuration Wizard Reference Settings for Applying the SWSE Logical Profile
Table 35.
Setting in SWSE
Description
The Siebel Connection Broker (SCBroker) port on the Siebel
Server computer. Specify this port number for a deployment with
a single Siebel Server. The default port number for SCBroker is
2321.
NOTE: This port number is used for all of the communications
between the Web server and the Siebel Server. Make sure that the
port number that you specify for SCBroker is not occupied by any
other applications, other Siebel components (such as Siebel
Gateway Name Server), or other Siebel Server instances.
For more information about the SCBroker component, see Siebel
Deployment Planning Guide and Siebel System Administration
Guide.
If you want to change an SCBroker port number later, then use
Siebel Server Manager to specify a value for the Static Port
Number parameter (alias PortNumber).
Host Name or Virtual IP

Address for Third-Party Load
Balancer
A host name or virtual IP address for use with a third-party load

balancer.
Network Port Number for

Third-Party Load Balancer
A network port number for use with a third-party load balancer.

Logical Profile Location
The location of the SWSE logical profile that you created in

Configuring the SWSE Logical Profile on page 77.

406
Index
A
ActiveX controls, downloading 143
ADM
See Siebel Application Deployment Manager
(ADM)
anonymous users 80, 81, 317
authentication, for Siebel Gateway Name
Server 306
auto create statistics parameter for
Microsoft SQL Server 350
auto update statistics parameter for
AutoStopDB configuration parameter 171
C
clone.bat file 216
clone.sh file 216
clone.zip file 216
cloning feature
See installation cloning
Cluster Deployment Data worksheet 376
clustering
file system prerequisites 296
requirements 309
Siebel Server requirements 309
codeset, code page difference 340
See Siebel Configuration Wizard
console-mode installation for Siebel
contact user 81, 317
CURSOR_SHARING parameter 331
D
Database Configuration Utilities
about 87
and Database Configuration Wizard 87
preinstallation tasks 319
reviewing installation 179
Database Configuration Wizard, installing
Siebel database 87
database connectivity, configuring 355
DB_FILE_MULTIBLOCK_READ_COUNT
parameter 331
DB2
See IBM DB2

Dedicated Web Client
See Developer Web Client
Deployment Planning worksheet
Cluster Deployment Data 376
Enterprise Server Names and Installation
Directories 374
Ports and RDBMS Details Data 377
Siebel Accounts, Host Names, and Static IP
Addresses 375
Team Lead Summary 374
Developer Web Client
about login 162
creating custom shortcuts 168
installing 143
issues before logging in to 162
logging in to 164
shortcuts 165
startup options 167
utility and synchronization program
shortcuts 166
Developer Web Client, uninstalling
full uninstallation 270
rollback uninstallation 270
development environment database, sorting
Siebel Repository names 340
directories naming conventions 294
E
eapps.cfg file, editing 137
employee user 80, 317
EnableOpenUI parameter 114
Enterprise Server Names and Installation
Directories worksheet 374
Environment Verification Tool
about 206
available EVT output formats 212
EVT check groups 207
EVT configuration file 207
EVT optional command line flags 210
products EVT checks 206
running in Query mode 210
starting 209
using 209
EVT
See Environment Verification Tool
40 7
Index F
F
file system
about creating 295
clustering prerequisites 296
naming the file system directory 297
files, naming conventions 294
flags for Siebel Management Server
installation commands 235
G
Gateway Name Server
See Siebel Gateway Name Server
Global Time Zone, supporting 99
guidelines, for IBM DB2 configuration 337
guidelines, for Microsoft SQL Server
configuration 349
guidelines, for Oracle Database
configuration 329
H
hardware, preparing for installation 284
help
troubleshooting Siebel database
installation 202
troubleshooting Siebel Gateway Name Server
installation 198
troubleshooting Siebel Repository
import 203
troubleshooting Siebel Server
installation 200
troubleshooting Siebel Web Server Extension
installation 203
high interactivity user 80, 317
HighInteractivity parameter 114
HP Apache Web Server 312
HTTP
configuring port for Web server 138
enabling compression for Siebel Business
Applications 135
HTTPS, configuring port for Web server 138
I
IBM DB2
about database objects 348
configuration guidelines 337
creating database 340
creating database objects 348
creating tablespaces 344
database manager configuration parameter
guidelines 338
DB2set parameters 339
408
installing stored procedures and user-defined

functions 93
log space guidelines for database
objects 347
managing fragmentation 348
overriding default storage parameters 345
process of configuring 337
running out of ODBC statement handles 347
selecting language 339
setting configuration parameters 341
setting up buffer pools for database
objects 343
IBM DB2 for z/OS
about Deployment Planning worksheet 377
using guide 288
IBM DB2 UDB
See IBM DB2
IBM HTTP Server 312
Image Creator utility
See Siebel Image Creator utility
Incremental Repository Merge 29, 89
installation cloning
about Siebel cloning feature 215
clone.bat file 216
clone.sh file 216
clone.zip file 216
creating a clone 216, 220
delta clone 217
deploying a clone 217, 221
files for Siebel cloning utility 216
full clone 217
JAVA_HOME environment variable 218
JRE requirement 218
limitations 219
obtaining Siebel cloning utility 216
properties file settings 223
properties files 216, 222
requirements 217
Siebel Enterprise configuration 215
Siebel Enterprise Server 215
Siebel Gateway Name Server 215
Siebel Server 215
Siebel Web Server Extension 215
snapshot file 216
source instance 215
target instance 215
installation directories, referred to in
guide 294
J
Java Runtime Environment (JRE)
and Siebel cloning utility 218
and Siebel Image Creator 367
Index L
and Siebel Management Agent 241, 326

and Siebel Management Server 245, 326
JAVA_HOME environment variable 218, 326,
367, 369
L
language
importing new language to Siebel
Repository 100
selecting for IBM DB2 339
selecting for Microsoft SQL Server 351
selecting for Oracle Database 330
Siebel Server language requirement 309
lbconfig.txt file
and SWSE logical profile 83, 315
generating 107
load balancing, third-party
monitoring servers 110
setting up 108
Locale Management Utility (LMU) 131
locales
importing locale-specific data into the Siebel
Repository 131
language Siebel Configuration Wizard
uses 290
log files
reviewing for Siebel database
installation 180
reviewing for Siebel Web Server Extension
installation 184
logical profile
applying for SWSE 83
configuring for SWSE 77
M
max degree of parallelism parameter for
media, obtaining for install 358
MEMORY_TARGET parameter 331
Microsoft Internet Information Services
(IIS) 312
Microsoft SQL Server database
configuring 349
configuring database objects 353
configuring parameters 350
creating 352
guidelines for sort order 351
managing fragmentation 354
selecting language for 351
updating statistics 354
Mobile Web Client
about login to 162

enabling or disabling Siebel QuickStart 171
installing 143
logging in to 162, 164
QuickStart and AutoStopDB configuration
parameters 171
shortcuts 165
Siebel Icon options in system tray 170
startup options 167
using Siebel QuickStart 169
using view precaching with Siebel
QuickStart 171
utility and synchronization program
shortcuts 166
Mobile Web Client, uninstalling
multilingual seed data, installing on Siebel
database 94
N
NetCharts
See Siebel Charts server
network connectivity, verifying 195
NLS_DATE_FORMAT parameter 331
NLS_LANG environment variable 292
NLS_SORT environment variable 292
NLS_SORT parameter 331
O
Open UI
See Siebel Open UI
OPEN_CURSORS parameter 332
OPTIMIZER_FEATURES_ENABLE
parameter 332
OPTIMIZER_INDEX_COST_ADJ
parameter 332
OPTIMIZER_MODE parameter 332
Oracle Configuration Manager
about 282
and cloning 219
and migration installation 46, 48, 258, 283
and rollback uninstallation 258, 283
directory for 175, 184
service for 219
Oracle Database
about configuring 329
collecting optimizer statistics 329
configuring database objects 335
configuring init.ora file 331
creating tablespaces 333
40 9
Index P
creating temporary tablespaces 334

guidelines for sort order and date format 331
Oracle Real Application Clusters support 337
overriding default storage parameters 334
parameters 332
reviewing log files for installation 180
selecting language 330
sizing database 334
sizing redo logs 332
Oracle HTTP Server 312
Oracle iPlanet Web Server 312
Oracle Universal Installer 44, 47, 51, 54
P
PATH environment variable 326
worksheet 377
predeploy.htm file 143
preferences
See system preferences
properties file settings, for installation
cloning 223
properties files, for installation cloning 216,
222
R
RDBMS
planning database connectivity 288
planning install and configuration 287
RDBMS, configuring
collecting optimizer statistics for Oracle
Database 329
configuring IBM DB2 337
configuring Microsoft SQL Server 349
configuring Microsoft SQL Server database
objects 353
configuring Oracle Database 329
configuring Oracle Database objects 335
creating IBM DB2 database 340
creating IBM DB2 database objects 348
creating IBM DB2 tablespaces 344
creating Microsoft SQL Server database 352
creating Oracle Database tablespaces 333
creating temporary Oracle Database
tablespaces 334
database connectivity for Siebel Server 355
DB2set parameters for IBM DB2 339
IBM DB2 database manager configuration
parameter guidelines 338
IBM DB2 guidelines 337
IBM DB2 process 337
managing IBM DB2 fragmentation 348
410
managing Microsoft SQL Server

fragmentation 354
Microsoft SQL Server guidelines 349
Microsoft SQL Server guidelines for sort
order 351
Microsoft SQL Server process 349
Oracle Database guidelines 329
Oracle Database guidelines for sort order and
date format 331
Oracle Database process 330
Oracle Real Application Clusters support 337
overriding IBM DB2 default storage
parameters 345
overriding Microsoft SQL Server default
storage parameters 352
overriding Oracle Database default storage
parameters 334
preventing IBM DB2 from running out of ODBC
statement handles 347
selecting language for IBM DB2 339
selecting language for Microsoft SQL
Server 351
selecting language for Oracle Database 330
setting IBM DB2 configuration
parameters 341
sizing Oracle Database 334
updating statistics for Microsoft SQL
Server 354
redo logs, sizing 332
region (territory), about 340
rolling back
Developer Web Clients 270
Mobile Web Clients 270
Siebel Management Server 272
Siebel Tools 271
S
servers, naming conventions 293
sfscleanup utility 297
sfspartition utility 297
Siebel Accounts, Host Names, and Static IP
Addresses worksheet 375
Siebel Application Deployment Manager
(ADM) 231
about installing multiple versions 283
about installing one version 283
Siebel Business Applications, rolling back
Index S

Siebel Tools 271
Siebel Business Applications, uninstalling
about 255
Siebel Charts 273
Siebel Sample Database 270
Siebel Tools 271
Siebel Charts server, installing
about 251
changing Siebel Charts server for a Siebel
Web Client 254
configuring 252
installing 252
Siebel Charts server, uninstalling 273
Siebel Client
See Siebel Web Client
Siebel Configuration Wizard, about language
used 290
Siebel database
acceptable installation errors 202
creating table owner and administrator
accounts 90
importing a new language to Siebel
Repository 100
importing the Siebel Repository 100
installing components 94
installing multilingual seed data 94
installing stored procedures and user-defined
functions on IBM DB2 93
installing the Siebel database 94
populating the Siebel File System 100
reviewing installation 179
reviewing log files for installation 180
supporting Global Time Zone 99
troubleshooting installation 202
import 203
verifying system preferences 181
Siebel Dedicated Web Client
Siebel Developer Web Client
Siebel directory structure, planning
creating a file system 295
creating a Siebel image 368
creating Siebel service owner account 300
file and directory naming conventions 294
installing Siebel Business Applications

versions 283
language Siebel Configuration Wizard
uses 290
planning RDBMS install and
configuration 287
server naming conventions 293
setting up the Siebel File System 299
Siebel EAI Connector
verifying installation requirements 311
Siebel Enterprise security token, about 139
Siebel Enterprise Server, installing
verifying server requirements 303
with existing Siebel database 36
without existing Siebel database 32
Siebel Enterprise Server, uninstalling 265
Siebel File System
populating files from Database Configuration
Utilities installation 100
setting up 299
authentication 306
Siebel Gateway Name Server, installing
clustering requirements 309
list of postinstall tasks 177
reviewing software installation 177
starting the server 105, 197
Siebel Gateway Name Server,
uninstalling 265
Siebel Image Creator utility
about 358
creating Siebel image for install 368
Siebel installation media, obtaining 358
Siebel language packs
installing and deploying multiple 120
installing on the Siebel Server 310
Siebel Management Agent, configuring 240
Siebel Management Framework 231
configuring 240
installing 232
Siebel Management Server, uninstalling
Siebel Mobile applications 116
Siebel Mobile Web Client
See Mobile Web Client
Siebel Open UI 114
Siebel Patchset releases 280
Siebel QuickStart
41 1
Index S
about 169
configuration parameters 171
enabling or disabling 171
using view precaching 171
Siebel Repository
importing 100
importing a new language 100
obtaining updated SRF files 118
import 203
Siebel Sample Database, installing 157
Siebel Server, installing
clustering requirements 309
configuring database connectivity 355
database requirements 310
language locale requirements 309
multiple Siebel language packs 310
search server 310
temporary disk space 311
third-party applications 310
verifying network connectivity 195
Siebel Server, uninstalling 265
Siebel service owner account, creating 300
Siebel Tools, installing
administrative rights 325
installing Siebel Tools 149
requirements 324
verifying directory structure 189
verifying read and write access to
directories 190
verifying successful installation 190
verifying tools ODBC data sources 191
Siebel Tools, uninstalling
Siebel Web Client
about login 162
administrative rights for installation 322
configuring when Siebel VB or Siebel eScript is
not licensed 206
database connectivity software 323
directory naming conventions 322
installing 143
installing Mobile Web Client and Developer
Web Client 143
installing the Siebel Sample Database 157
logging in to 162, 165
preinstallation tasks 322
requirements and recommendations 323
shortcuts and startup options 165
412
third-party software 324

verifying directory structure 186
Siebel Web Server Extension, configuring
applying logical profile 83
configuring logical profile 77
Siebel Web Server Extension, installing
about the Siebel Enterprise security
token 139
configuring default HTTP and HTTPS
ports 138
creating a new virtual directory 134
editing configuration file 137
enabling HTTP compression 135
installation requirements 311
installing Siebel Web Server Extension 49
postinstallation tasks 132
recommended Web server topology 313
reviewing installation directories 184
reviewing log files 184
setting SWSE directory permissions 316
uninstalling the Web server 313
updating Web server static files 139
verifying Siebel Gateway Name Server and
Enterprise Server 311
verifying virtual directories 133
verifying Web server requirements 311
Siebel Web Server Extension, uninstalling
SIEBEL_CODEPAGE environment
variable 292
SIEBEL_HOME 294
SIEBEL_ROOT 294
SIEBEL_SERVER_ROOT 294
snapshot file, for installation cloning 216
snic.bat file 367
snic.sh file 367
sort order, about 340
source instance, for installation cloning 215
standard interactivity user 81, 317
storage parameters
overriding IBM DB2 default storage
parameters 345
overriding Microsoft SQL Server default
storage parameters 352
overriding Oracle Database default storage
parameters 334
SWSE
See Siebel Web Server Extension
system preferences, verifying for Siebel
database installation 181
Index T
T
target instance, for installation cloning 215
Team Lead Summary worksheet 374
TEMP environment variable 289
tempdb parameter for Microsoft SQL
Server 350
territory, about 340
third-party software
Siebel Server 310
Siebel Web Client 324
TMP environment variable 289
troubleshooting
Siebel database installation 202
installation 198
Siebel Repository import 203
Siebel Server installation 200
Siebel Web Server Extension installation 203
U
unattended installation
Siebel Tools 154
Siebel Web Client 154
uninstallation, full 255
uninstallation, rollback 255

uninstalling
earlier Siebel releases 274
Siebel Business Applications 255
Siebel Charts 273
Siebel Sample Database 270
Siebel Tools 271
Web server 313
Universal Time Coordinated (UTC) 99
UTC 99
V
Visual Mining NetCharts
See Siebel Charts server
W
See Siebel Web Server Extension
Web server, installing 313
worksheet
See Deployment Planning worksheet
41 3
Index W
414

Siebel Installation Guide For MS Win

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Siebel Installation Guide

for Microsoft Windows

Siebel Installation Guide for Microsoft Windows 1

Whats New in This Release

Overview of Installing Siebel Business

Installation-Related Changes for Siebel Innovation Pack 2013

Overview of Siebel Business Applications Server Architecture

Installing Siebel Enterprise Server Components

About Installing Siebel Business Applications

Installing Siebel Enterprise Server as a New Installation 42

Installing the Siebel Web Server Extension

Installing the Siebel Web Server Extension as a New Installation 50

Configuring Siebel Enterprise Server

About Configuring Siebel Business Applications

Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

Configuring the Siebel Gateway Name Server

Configuring the Siebel Server

Process of Configuring the Siebel Web Server Extension

Configuring the SWSE Logical Profile 77

About Configuring the Siebel Web Server Extension

Installing the Siebel Database on the RDBMS

About Installing the Siebel Database

About Installing a Database 88

Creating Table Owner and Administrator Accounts

Running the grantusr.sql Script on an Oracle Database 90

Installing the Stored Procedures and User-Defined Functions on IBM DB2

Setting Up Your Environment to Support Global Time Zone

Importing a Siebel Repository Manually into the Siebel Database

Additional Postinstallation and Configuration

Starting the Siebel Gateway Name Server

Process of Configuring Load Balancing for Siebel Business Applications

Generating the Load Balancing Configuration File (lbconfig.txt) 107

Preparing to Run Siebel Server Components

Enabling and Disabling Server Component Groups

Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

Enabling and Disabling Language-Specific Application Object Managers and Adding

Verifying the Siebel Virtual Directories on the Web Server 133

Installing Siebel Web Clients and Siebel Tools

About Installing the Siebel Web Client or Siebel Tools

Process of Installing the Siebel Web Client

Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

Installing the Siebel Web Client as a New Installation 144

Process of Installing Siebel Tools

Installing Siebel Tools as a New Installation 150

Installing Siebel Web Clients and Siebel Tools in Unattended Mode

Procedure for Installing the Siebel Sample Database 158

Postinstallation Tasks for High Interactivity Clients

Before Logging in to Your Siebel Application 162

Siebel Web Client Shortcuts and Startup Options

About Siebel QuickStart

Enabling and Disabling Siebel QuickStart

Verifying and Troubleshooting Your

Verifying Installation for the Siebel Enterprise Server

Verifying Installation for the Siebel Web Server Extension

Verifying Network Connectivity for the Siebel Server Computer

Verifying That the Siebel Gateway Name Server Has Started

Troubleshooting Installation and Configuration for Siebel Enterprise Server

Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

Troubleshooting Installation for the Siebel Database