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Siebel Business Applications

Quick Installation Guide Version 8.1.1

Oracle Part No. E13934-01

November 2008

Oracle Part No. E13934-01 Copyright 2008 Oracle. All rights reserved. Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarks of their respective owners.

Siebel Customer Relationship Management

Quick Installation Guide


ThisguideprovidesinformationaboutOraclesSiebelCustomer RelationshipManagement(CRM)softwareyoupurchasedand guidesyoutocriticalinformationyouneedforinstallingyour software.Itincludesthefollowingtopics:
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

Siebel Customer Relationship Management

Siebel Release Media


MediaisprovidedinZIPformat.AllJARmediaaredeliveredin ZIPfilesforallplatforms.JARfilesmustbeextractedfirstfrom theZIPfilesandthenunpackedusingtheImageCreatorutility. ImageCreatorcreatesthenetworkimagefromwhichyouinstall. Formoreinformation,seetheSiebelInstallationGuideforthe operatingsystemyouareusingintheSiebelBookshelf,locatedon OracleTechnologyNetwork(OTN)underSiebelApplicationson thefollowingpage. http://www.oracle.com/technology/documentation Base Media TheseareSiebelproductsexcludinglocalized components.Languagesupportforallsupportedlanguages comesfromlanguagemedia,whichisavailableinseparateMedia Packages.Theplatformindicatestheavailableserverplatforms, includingWindows,HPUX,AIX,Linux,andSolaris. Requestedserverplatformsmightcontaincomponentsforother operatingsystemplatformsifthosearerequiredtosupport specificfunctions.

Siebel Customer Relationship Management

Formoreinformationaboutsupportedplatforms,seeSiebel SystemRequirementsandSupportedPlatformsonOracleTechnology Network. http://www.oracle.com/technology/documentation/ siebelsrsp.html Language Media Languagefilescategorizedbyproduct categoryandproductnameareavailable.Languagemedia supportsaspecificlanguageforallapplicableproductsand platforms. Encryption Media ProvidesstrongencryptionsupportforSiebel productsandcanbeinstalledafterbaseproductinstallation.(Base productsareaprerequisite.)Encryptionpackscontainno languagecomponents. SiebelStrongEncryptionPack(SSEP)canbeusedforencrypting andincreasingencryptionstrengthonexistingapplicationdata.

Siebel Customer Relationship Management

License Keys SomeSiebelCRMproductsrequirelicensekeys forinstallationanduse.


SiebelLoyaltyManager.Requiresthesamekeysasin8.0. SiebelLoyaltyMemberServicesRepresentative.Requires keysforbothproducts:LoyaltyMemberServicesRepresenta tiveplusSiebelLoyaltyManager. SiebelLoyaltyCustomerPortal.Usethesamekeysasin8.0. SiebelLoyaltyPartnerPortal.Usethesamekeysasin8.0. SiebelLoyaltyServiceAgentConsole.(newfor8.1)Requires keysforbothofthefollowingproducts:LoyaltyMemberSer vicesRepresentativeplustherelevantSIAServiceBase(for example,SiebelCommunicationsServiceBase). SiebelLoyaltyEngine.(Standardedition)Nokeyrequired. RelatedSiebelUserInterface(UI)viewsareincludedinthe SiebelLoyaltyManagerproduct. SiebelLoyaltyEngine.(MultiPartneredition)Nokeyis required.RelatedSiebelUIviewsareincludedintheSiebel LoyaltyManagerproduct.

Siebel Customer Relationship Management

SiebelLoyaltyInStoreEngine.(newfor8.1)Nokeyis required.RelatedSiebelUIviewsareincludedintheSiebel LoyaltyManagerproduct. SiebelSelfService.Doesnotrequirelicensekeys.

Forinformationonhowtoobtainandusetheseandotherlicense keys,whereapplicable,clicktheSiebeltabonthefollowingsite: http://licensecodes.oracle.com

Planning Your System Installation


OracleMetaLink3shouldbethefirstplaceyoulookforsolutions toyourSiebeltechnicalissues. https://metalink3.oracle.com Onlydesignatedcontactsoflicensedcustomershaveaccessto OracleMetaLink3.FordetailsabouthowOracleMetaLink3is organized,seetheSupportWebTransitionFAQ. https://metalink3.oracle.com/ml3_docs/support_ web_transition.htm

Siebel Customer Relationship Management

ProductZIPfilesanddocumentationareavailableonOracle EDelivery. http://edelivery.oracle.com/ ThelatestonlineversionofSiebelBookshelfcanbefoundinthe SiebelApplicationsareaoftheOracleTechnologyNetwork(OTN) Documentationpage. http://www.oracle.com/technology/documentation Related Resources Othercontentrelatedtoinstallingor upgradingtoSiebel8.1.1includesthefollowing:

SiebelSystemRequirementsandSupportedPlatformsonOracle TechnologyNetwork http://www.oracle.com/technology/ documentation/siebelsrsp.html SiebelReleaseNotes,557191.1(DocID)onOracleMetaLink3

Siebel Customer Relationship Management

RelevantdocumentsfromtheSiebelBookshelf,includingthe following:

SiebelDeploymentPlanningGuide SiebelInstallationGuidesforMicrosoftWindowsandUNIX platforms SiebelDatabaseUpgradeGuide GoingLivewithSiebelBusinessApplications SiebelSecurityGuide SiebelGlobalDeploymentGuide

Maintenance Releases
OracletypicallyprovidesadditionalSiebelreleasesthatcanbe installedontopofyourexistingbaseproductinstallation.These releasesarecollectivelyknownasmaintenancereleases. Releasesthatcanbeinstalledasmaintenancereleasesincludefix packreleases(fourdigitreleases,suchas8.1.1.1or8.1.1.2)and QuickFixreleases.

Siebel Customer Relationship Management

Typically,noconfigurationtasksareassociatedwithinstallinga maintenancerelease.However,requirementsforagiven maintenancerelease,orforusingparticularsupportedlanguages orfeatures,mayvary. EverySiebelproductusedwithinagivenSiebelEnterprisemust sharethesamereleaselevel,suchas8.1.1.1or8.1.1.2.

Maintenance Release Documentation


MaintenanceReleaseGuidesprovidethefollowinginformation aboutmaintenancereleases:

Alistoffixesincludedinproductmaintenancereleaseandfix packs. Installationinstructionsforthelatestfixpacks. Requestedfixdetails,includingidentificationnumbers,asso ciatedchangerequestnumbers,andtheSiebelQuickFixver sioninwhichtheissuewasfirstaddressed. Resolvedchangerequestinstructions,whereapplicable.

Fordocumentationexamples,seetheappropriateMaintenance ReleaseGuideonOracleMetaLink3.

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Siebel Customer Relationship Management

Installing Siebel CRM Applications


TheSiebelCRMinstallationprocessrequiresmultipletasksthat youshouldperforminthefollowinggeneralsequence.This sequenceisahighleveloverviewofrequiredandoptionaltasks. EachofthesetasksisdescribedindetailintheSiebelInstallation Guidefortheoperatingsystemyouareusing. AllreferencedbooktitlesareavailableontheSiebelBookshelf documentationlibrary,whichcanbefoundintheSiebel ApplicationsareaoftheOracleTechnologyNetwork(OTN) Documentationpage. http://www.oracle.com/technology/documentation

Planning Your Deployment


1.

Planyourdeployment;forexample,youmightinstalland configureserverclusteringsoftware.SeetheSiebelDeployment PlanningGuide. Determineyourloadbalancingstrategy.SeeConfiguring LoadBalancingforSiebelApplicationsintheSiebelInstal lationGuidefortheoperatingsystemyouareusing.

2.

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Preparing to Install Siebel Business Applications


1. 2.

Createyourdatabaseinstance.SeeConfiguringtheRDBMS inSiebelInstallationGuide. ObtainSiebelmediaandcreateaSiebelinstallationimageon thenetwork,fromwhichinstallationswillbeperformed.See CreatingtheSiebelInstallationImageontheNetworkin SiebelInstallationGuide. Installrequiredandoptionalthirdpartyproducts.SeeSiebel SystemRequirementsandSupportedPlatformsonOracle TechnologyNetworkandSiebelBusinessApplications ThirdPartyBookshelfintheSiebelCRM8.1.1MediaPackon OracleEDelivery. (Optional)Installsearchproducts.Forspecificguidelinesand requirements,seeSiebelSearchAdministrationGuide. CreatedirectoriesforSiebelsoftwareandtheSiebelFile System.SeeGeneralConsiderationsinPlanningYourSiebel DeploymentinSiebelInstallationGuide. CreatetherequiredSiebelaccounts.SeeCreatingtheSiebel ServiceOwnerAccountinSiebelInstallationGuide.

3.

4. 5.

6.

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Siebel Customer Relationship Management

Installing Your Siebel Enterprise Server Components


1. 2.

RuntheSiebelEnterpriseServerinstaller.InstalltheSiebel GatewayNameServer. RuntheSiebelConfigurationWizardtoconfiguretheSiebel GatewayNameServer,SiebelEnterprise,andSiebelWeb ServerExtension(SWSE)logicalprofile.Seethefollowing topicsintheSiebelInstallationGuide:

InstallingSiebelEnterpriseServerandRelatedCompo nents ConfiguringSiebelEnterpriseServerandRelated Components ConfiguringtheSWSE(taskforconfiguringSWSE logicalprofile)

3.

RuntheSiebelEnterpriseServerinstaller.InstallSiebelServer andDatabaseConfigurationUtilities.Ifyoudonothavean existingSiebelDatabase,youmustinstalltheseonthe GatewayNameServermachine.

Siebel Customer Relationship Management

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4.

RuntheDatabaseConfigurationWizardontheSiebelServer machinewhereyouinstalledDatabaseConfigurationUtilities. ThistaskincludescreatingtheSiebelDatabaseandinstalling theschemaontheRDBMS.SeethetopicConfiguringthe SiebelDatabaseintheSiebelInstallationGuide. Note:ThistaskdoesnotapplyifyouhaveanexistingSiebel Database,suchasinanupgradescenario.

5.

RuntheSiebelServerConfigurationWizardandconfigurethe SiebelServer.(YoudonotneedtoconfiguretheSiebelServer youinstalledontheGatewayNameServermachine.Thisstep mightbeforaSiebelServerinstalledelsewhere.)

Completing Your Installation and Deployment


1.

(Optional)InstallSiebelMobileorDeveloperWebClients.See InstallingSiebelMobileWebClientsintheSiebelInstallation Guide. InstallSiebelTools.SeeInstallingSiebelToolsintheSiebel InstallationGuide. (Optional)InstalladditionalSiebelServers,ifrequired.

2. 3.

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Siebel Customer Relationship Management

4.

(Optional)InstalladditionalSiebelproductssuchasSiebel EAIConnectorsoftware,ortheSiebelChartsServer.See relatedtopicsintheSiebelInstallationGuide. VerifyyourenvironmentusingEVT.SeeVerifyingYour ServerEnvironmentintheSiebelInstallationGuide.

5.

Upgrading to Siebel CRM 8.1.1


ImportantdocumentsrelatedtoupgradingtoOraclesSiebelCRM 8.1.1fromanearlierproductreleaseareavailableon OracleMetaLink3andintheSiebelBookshelfdocumentation library,including:

BestPracticesforUpgradingSiebelApplications546784.1(DocID) SiebelSystemRequirementsandSupportedPlatformsonOracle TechnologyNetwork SiebelDatabaseUpgradeGuide(Bookshelf)

SeeOracleMetaLink3forotherupgraderelateddocumentation.

Siebel Customer Relationship Management

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Third-Party Applications
YourcompanyslicenseagreementwithOraclesetsforththe permittedusesoflicensekeystoapplicablethirdpartyproducts. Formoreinformationaboutthirdpartyapplications,seeSiebel SystemRequirementsandSupportedPlatformsonOracleTechnology Network.

Third-Party Documentation
Foryourconvenience,weincludethirdpartyproduct documentationasadownloadableZIPfilefromOracle EDelivery. http://edelivery.oracle.com/

Data Model Information


SeeoneofthefollowingdocumentsonOracleMetaLink3:

SiebelDataModelReference,Version8.1,557187.1(DocID) SiebelDataModelReferenceforIndustryApplications,Version8.1, 557189.1(DocID)

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Siebel Customer Relationship Management

Contacting Technical Support


OracleofferstechnicalsupportonSiebelproductstolicensed customersandDesignatedContacts.Itprovidesseveralmethods toreportsoftwareproblemsandforalluserstofindtechnical information.

OracleMetaLink 3
OracleMetaLink3istheprimarychannelforDesignatedContacts tologServiceRequeststoTechnicalSupport.Bysubmittinga ServiceRequestinOracleMetaLink3,issuesareinstantlyvisibleto productexpertsinTechnicalSupportandreceiveaquick response. SeetheonlineHelpintheServiceRequestareaof OracleMetaLink3formoreinformationabouthowtologaService Request,howrequestsareprocessed,andtowhichproductareas yourServiceRequestsshouldbelogged.DesignatedContacts needafullaccessusernameandpasswordtoaccesstheService RequestareainOracleMetaLink3. https://metalink3.oracle.com

Siebel Customer Relationship Management

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Allusersneedausernameandpasswordtoaccess OracleMetaLink3.OnlyDesignatedContactsoflicensed customersgetaccesstotheServiceRequestsectionof OracleMetaLink3. WhensubmittingaServiceRequest,youshouldbepreparedto providethefollowinginformation:


Siebelproductandversion(forexample,v8.1.1.1orv8.1.1). Databaseandversion. Serveroperatingsystemandotherplatforminformationfor allrelevantcomponents. Severitylevel. Environmentwheretheproblemisoccurring(forexample, development,production,test). Asmuchdetailandbackgroundinformationaspossible.

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Siebel Customer Relationship Management

Telephone
DesignatedContactsmaycontactOraclesSiebelTechnical Supportbytelephone.Formoreinformation,includingtelephone numbers,seetheSiebelTechnicalProductSupportpage: http://www.oracle.com/siebel/support.html

Siebel Customer Relationship Management

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Siebel Customer Relationship Management