Siebel Business Applications

Quick Installation Guide Version 8.0

Oracle Part No. B42516-01

March 2007

Oracle Part No. B42516-01 Copyright 2007 Oracle. All rights reserved. Oracle, JD Edwards, PeopleSoft, and Siebel are registered trademarks of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

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Quick Installation Guide

This guide provides information about the Oracles Siebel Customer Relationship Management (CRM) software you purchased and guides you to critical information you need for installing your software. It includes the following topics:
1. 2. 3. 4. 5. 6. 7.

Siebel Release Media Planning Your System Installation Maintenance Releases Installing Siebel CRM Applications Third-Party Applications Data Model Information Contacting Technical Support

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Siebel Release Media

Media is provided in ZIP format. All JAR media are delivered in ZIP files for all platforms. JAR files must be extracted first from the ZIP files and then unpacked using the Image Creator utility. Image Creator creates the network image from which you install. For more information, see the Siebel Installation Guide for your operating system in the Siebel Bookshelf area of Siebel SupportWeb. Base Media These are Siebel products excluding localized components. Language support for all languages comes from Language Media, which is available in separate Media Packages. The platform indicates the available server platforms, including Windows, HP-UX, AIX, Linux, and Solaris. Third-party components often support multiple languages on the same media. Requested server platforms might contain server components for other operating system platforms if those are required to support specific functions. For more information about supported platforms, see System Requirements and Supported Platforms on Siebel SupportWeb.

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Language Media Language files categorized by product category and product name are available. Language media supports a specific language for all applicable products and platforms. Encryption Media Provides strong encryption support for Siebel products and is installed after base product installation. (Base products are a prerequisite.) Encryption packs contain no language components. License and Configuration Codes Siebel CRM products might require license and configuration codes for installation and use. For information on how to obtain and use these codes if applicable, click the Siebel CRM tab at http://licensecodes.oracle.com

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Planning Your System Installation

Siebel SupportWeb should be the first place you look for solutions to your Siebel technical issues. http://ebusiness.siebel.com/supportweb Only designated contacts of licensed customers have access to Siebel SupportWeb. From the Siebel SupportWeb home page, click the Browse/Search Knowledge Base link to access content related to Siebel products. Product documentation is available on Siebel SupportWeb and on Oracles eDelivery site. The latest online version of Siebel Bookshelf can be found in Siebel SupportWebs Knowledge Base under Product Documentation > Siebel Bookshelf. In the Installation and Upgrade section you can find links to content related to installing or upgrading to Siebel 8.0, including the following items.

System Requirements and Supported Platforms FAQ 2248: What Are JAR Files and How Do You Use Them? Siebel Release Notes

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Relevant documents from the Siebel Bookshelf, including the following:

Siebel Deployment Planning Guide Siebel Installation Guides for Microsoft Windows and UNIX platforms Siebel Database Upgrade Guide Implementing Siebel Business Applications on DB2 UDB for z/OS Going Live with Siebel Business Applications Siebel Anywhere Administration Guide

Siebel Strong Encryption Pack (SSEP)

Siebel Strong Encryption Pack (SSEP) can be used for encrypting and increasing encryption strength on existing application data.

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Maintenance Releases
Oracle provides additional Siebel releases that can be installed on top of your existing base product installation. These releases are collectively known as maintenance releases. Note: For an explanation of release types and numbering for Siebel Business Applications, see Siebel Business Application Version Numbering in the Installation and Upgrade section of Siebel SupportWebs Knowledge Base. If you already have a base product installation, a subsequent three-digit release can be installed as a maintenance release. For example, 8.0.2, if available, could be installed on top of an existing 8.0.1 installation. Releases that can only be installed as maintenance releases include fix pack releases (four-digit releases, such as 8.0.2.1 or 8.0.2.2) and Quick Fix releases. Typically, no configuration tasks are associated with installing a maintenance release. However, requirements for a given maintenance release, or for using particular supported languages or features, may vary. Every Siebel product used within a given Siebel Enterprise must share the same release level, such as 8.0.3 or 8.0.2.1.

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For detailed information about installing maintenance releases and about the features or other changes provided in the release, refer to the applicable Siebel Maintenance Release Guide in the Product Documentation area of Siebel SupportWebs Knowledge Base.

Maintenance Release Documentation

Maintenance Release Guides provide the following information about maintenance releases:

A list of fixes included in product maintenance release and fix packs. Installation instructions for the latest fix packs. Fix request identification numbers, associated change request numbers, and the Siebel version in which the issue was first addressed. Resolved change request instructions, where applicable.

For examples, see the appropriate Maintenance Release Guide.

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Installing Siebel CRM Applications

The Siebel CRM installation process requires multiple tasks that you should perform in the following general sequence. This sequence is a high-level overview of required and optional tasks, each of which is described in detail in the Siebel Installation Guide for the operating system you are using. All referenced book titles are available on Siebel SupportWeb in the Siebel Bookshelf area of Knowledge Base.

Planning Your Deployment

1. 2.

Plan your deployment; for example, you might install and configure server clustering software. See the Deployment Planning Guide. Determine your load-balancing strategy. See Configuring Load Balancing for Siebel Applications in the Siebel Installation Guide.

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Preparing to Install Siebel Business Applications

1. 2.

Create your database instance. See Configuring the RDBMS in the Siebel Installation Guide. Obtain Siebel media and create a Siebel installation image on the network, from which installs will be performed. See Creating the Siebel Installation Image on the Network in the Siebel Installation Guide. Install required third-party products. See System Requirements and Supported Platforms on Siebel SupportWeb and the Siebel Business Applications Third-Party Bookshelf. (Optional) Install search products. For specific guidelines and requirements, see the Siebel Search Administration Guide. Create directories for Siebel software and the Siebel File System. See General Considerations in Planning Your Siebel Deployment in the Siebel Installation Guide. Create the required Siebel accounts. See Creating the Siebel Service Owner Account in the Siebel Installation Guide.

3.

4. 5.

6.

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Installing Your Siebel Enterprise Server Components

1. 2.

Install Siebel Gateway Name Server, Siebel Server, and Database Configuration Utilities. Run the Siebel Configuration Wizard to configure the Siebel Gateway Name Server, Siebel Enterprise, Siebel Web Server Extension (SWSE) logical profile, and Siebel Server. See the following topics in the Siebel Installation Guide:

Installing Siebel Enterprise Server and Related Components Configuring Siebel Enterprise Server and Related Components Configuring the SWSE (task for configuring SWSE logical profile)

3.

Run the Database Configuration Wizard on the Siebel Server machine where you installed Database Configuration Utilities. This task includes creating the Siebel Database and installing the schema on the RDBMS. See Configuring the Siebel Database in the Siebel Installation Guide. NOTE: This task does not apply if you have an existing Siebel Database, such as in an upgrade scenario.

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4.

Install your Web server, and install and configure the Siebel Web Server Extension (SWSE)applying the SWSE logical profile. See Installing and Configuring the Siebel Web Server Extension in the Siebel Installation Guide.

Completing Your Installation and Deployment

1.

(Optional) Install Siebel Mobile or Developer Web Clients. See Installing Siebel Mobile Web Clients in the Siebel Installation Guide. Install Siebel Tools. See Installing Siebel Tools in the Siebel Installation Guide. (Optional) Install additional Siebel Servers, if required. See Installing the Siebel Server in the Siebel Installation Guide. (Optional) Install additional Siebel products such as the Siebel Reports Server, Siebel EAI Connector software, or the NetCharts Server. See related topics in the Siebel Installation Guide. Verify your environment using EVT. See Verifying Your Server Environment in the Siebel Installation Guide.

2. 3. 4.

5.

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Upgrading to Siebel CRM 8.0

Links to important documents related to upgrading to Oracles Siebel CRM 8.0 from an earlier product release are available on Siebel SupportWebs Knowledge Base in the Installation and Upgrade section. There, you will find links to resources including the following:

System Requirements and Supported Platforms Siebel Database Upgrade Guide Siebel Database Upgrade Guide for DB2 UDB for z/OS

See the Product Documentation section of Siebel SupportWebs Knowledge Base for other upgrade-related documentation. License and Configuration Codes Siebel CRM products might require license and configuration codes for installation and use. For information on how to obtain and use these codes if applicable, click the Siebel CRM tab at http://licensecodes.oracle.com

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Third-Party Applications
Your companys license agreement with Oracle sets forth the permitted uses of license keys to applicable third-party products. For more information about third-party applications, see System Requirements and Supported Platforms on Siebel SupportWebs Knowledge Base.

SupportSoft License Key

Certain SupportSoft products are included in the Siebel Automated Service product. During the installation of these products, SupportSoft Resolution Suite and Asset Discovery and Metering, enter the following license key in the GUID property under the License section of the CrackerService.ini file. This INI file is located in the \TalkBack\Bin directory of the Support.com Install Directory. See the Siebel Automated Solutions Installation document for more details on the installation procedure. License Key: 12892FF4-A26A-41AE-8092-1D5B0607C036

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Actuate for Siebel Reports Server

The license key for Actuate is in an XML file delivered with the Siebel CRM product. For detailed instructions on installing Actuate for the Siebel Reports Server, see the topic Installing the Siebel Reports Server Products in the Siebel Installation Guide for the operating system you are using.

Banter Workbench License Key for Siebel Smart Answer

Banter Workbench is included as an ancillary program in Oracles Siebel Smart Answer product. During the installation of Banters Workbench, enter the following license key when prompted by the install wizard in Enter License Key dialog box and select Next button. License Key: TM:SIEBEL:WORKBENCH:55:UNLIMITED:RJ001:AAA:YNCECERR

Third-Party Documentation
For your convenience, we include third-party product documentation as a downloadable ZIP file from Siebel SupportWeb. See the link in the Installation and Upgrade section of Siebel SupportWebs Knowledge Base.

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Data Model Information

For a complete listing of Data Model References Guides, see the Product Documentation area of Siebel SupportWebs Knowledge Base.

Contacting Technical Support

Oracle offers technical support on Siebel products to licensed customers and Designated Contacts. It provides several methods to report software problems and for all users to find technical information.

Oracles Siebel SupportWeb

Oracles Siebel SupportWeb is the primary channel for Designated Contacts to log Service Requests to Technical Support. By submitting a Service Request in Siebel SupportWeb, issues are instantly visible to product experts in Technical Support and receive a quick response. See the online Help in the Service Request area of Siebel SupportWeb for more information about how to log a Service Request, how they are processed, and to which product areas your Service Requests should be logged. Designated Contacts need a full access username and password to access the Service Request area in Siebel SupportWeb. http://ebusiness.siebel.com/supportweb

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Note: If you are unable to access the Service Request part of Siebel SupportWeb for any reason, see the email section following to find out how to submit Service Requests. All users need a username and password to access Siebel SupportWeb. Only Designated Contacts of licensed customers get access to the Service Request section of Siebel SupportWeb. When submitting a Service Request, you should be prepared to provide the following information:

Siebel product and version (for example, V8.0.2.1 instead of V8.0). Database and version. Client and Siebel Server operating system. Severity level. Review the Severity Level Definitions document. Environment where the problem is occurring (for example, development, production, test). As much detail and background information as possible.

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Email
If you are a Designated Contact and are unable to access the Service Request area in Siebel SupportWeb, log your requests using email. In addition to logging Service Requests by email, send supporting documents (such as log files) for Service Requests logged by other methods using email. Send email to Siebel Technical Support at siebelsupport@oracle.com To log a Service Request, send an email note with a description of the problem and information as outlined in the previous section. For more information, see the Using Technical Services area of Siebel SupportWebs Knowledge Base.

Telephone
Designated Contacts may contact Oracles Siebel Technical Support by telephone regarding critical production Severity 1 and 2 issues. For more information, including telephone numbers, see the Siebel SupportWeb Login page: http://ebusiness.siebel.com/supportweb

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Siebel CTI Connect Hardware Keys

The CTI Connect hardware keys are part of licensing mechanism to ensure uninterrupted functioning of CTI Connect components. The keys are shipped with licensed software. If you have not received the hardware key for the licensed CTI Connect product, please contact Oracles Siebel Technical Support. To request CTI Connect hardware key, log a service request in the Software Request area in Siebel SupportWeb and include the required information below. CTI Connect kits support both parallel and USB port keys.
1. 2.

Provide information about whether this is a new deployment or an upgraded deployment that previously implemented CTI Connect. Specify whether Parallel or USB port is required.

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