Siebel Installation Guide for Microsoft Windows. Siebel Innovation Pack 2013 Version 8.1/8.2, Rev. A April 2014

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1 Siebel Installation Guide for Microsoft Windows Siebel Innovation Pack 2013 Version 8.1/8.2, Rev. A April 2014

2 Copyright 2005, 2014 Oracle and/or its affiliates. All rights reserved. This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited. The information contained herein is subject to change without notice and is not warranted to be errorfree. If you find any errors, please report them to us in writing. If this is software or related documentation that is delivered to the U.S. Government or anyone licensing it on behalf of the U.S. Government, the following notice is applicable: U.S. GOVERNMENT END USERS: Oracle programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, delivered to U.S. Government end users are commercial computer software pursuant to the applicable Federal Acquisition Regulation and agency-specific supplemental regulations. As such, use, duplication, disclosure, modification, and adaptation of the programs, including any operating system, integrated software, any programs installed on the hardware, and/or documentation, shall be subject to license terms and license restrictions applicable to the programs. No other rights are granted to the U.S. Government. This software or hardware is developed for general use in a variety of information management applications. It is not developed or intended for use in any inherently dangerous applications, including applications that may create a risk of personal injury. If you use this software or hardware in dangerous applications, then you shall be responsible to take all appropriate fail-safe, backup, redundancy, and other measures to ensure its safe use. Oracle Corporation and its affiliates disclaim any liability for any damages caused by use of this software or hardware in dangerous applications. Oracle and Java are registered trademarks of Oracle and/or its affiliates. Other names may be trademarks of their respective owners. Intel and Intel Xeon are trademarks or registered trademarks of Intel Corporation. All SPARC trademarks are used under license and are trademarks or registered trademarks of SPARC International, Inc. AMD, Opteron, the AMD logo, and the AMD Opteron logo are trademarks or registered trademarks of Advanced Micro Devices. UNIX is a registered trademark of The Open Group. This software or hardware and documentation may provide access to or information on content, products, and services from third parties. Oracle Corporation and its affiliates are not responsible for and expressly disclaim all warranties of any kind with respect to third-party content, products, and services. Oracle Corporation and its affiliates will not be responsible for any loss, costs, or damages incurred due to your access to or use of third-party content, products, or services. Documentation Accessibility For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at Access to Oracle Support Oracle customers have access to electronic support through My Oracle Support. For information, visit or visit if you are hearing impaired.

3 Contents Siebel Installation Guide for Microsoft Windows 1 Chapter 1: What s New in This Release Chapter 2: Overview of Installing Siebel Business Applications Installation-Related Changes for Siebel Innovation Pack Before You Install Siebel Business Applications 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 41 Installing Siebel Enterprise Server 42 Installing Siebel Enterprise Server as a New Installation 42 Installing Siebel Enterprise Server as a Migration Installation 46 Installing the Siebel Web Server Extension 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 59 Starting a Siebel Configuration Wizard 60 Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A 3

4 Contents Configuring the Siebel Gateway Name Server 63 Configuring the Siebel Enterprise 64 Installing the Siebel Database 72 Configuring the Siebel Server 72 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 85 Chapter 5: 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 or Version Creating Table Owner and Administrator Accounts 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 93 Installing the Siebel Database 94 Setting Up Your Environment to Support Global Time Zone 99 Populating the Siebel File System 100 Importing a Siebel Repository Manually into the Siebel Database 100 Chapter 6: Additional Postinstallation and Configuration Tasks Starting the Siebel Gateway Name Server 105 Starting the Siebel Server Service 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 Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

5 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 141 Siebel Web Client Installer Workflow 142 About ActiveX Controls for High Interactivity 143 Process of Installing the Siebel Web Client 143 Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A 5

6 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 154 Installing and Using the Siebel Sample Database 157 Procedure for Installing the Siebel Sample Database 158 About the Siebel Sample Database ConnectString Parameter 160 Using the Siebel Sample Database with Siebel Tools 160 Postinstallation Tasks for High Interactivity Clients 161 Logging in to Your Siebel Application 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 165 Siebel Web Client Shortcuts 165 Siebel Web Client Startup Options 167 Creating Custom Siebel Application Shortcuts 168 About Siebel QuickStart 169 Enabling and Disabling Siebel QuickStart 171 Chapter 8: Verifying and Troubleshooting Your Installation Verifying Installation for the Siebel Enterprise Server 175 Verifying Installation for the Siebel Database 180 Verifying Installation for the Siebel Web Server Extension 182 Verifying Installation for the Siebel Web Client 185 Verifying Installation for Siebel Tools 187 Verifying the ODBC Data Source 191 Verifying Network Connectivity for the Siebel Server Computer 195 Verifying Network Connectivity for Mobile Users 197 Verifying That the Siebel Gateway Name Server Has Started 197 Troubleshooting Installation and Configuration for Siebel Enterprise Server Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

7 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 217 Limitations When Cloning an Installation 219 Process of Cloning a Siebel Installation 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 231 Process of Installing Siebel Management Server 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 251 Installing Siebel Charts 252 Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A 7

8 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 261 Removing the SWSE Configuration 261 Removing the Siebel Server Configuration 262 Removing the SWSE Logical Profile 262 Removing the Siebel Enterprise Configuration 263 Removing the 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 270 Uninstalling Siebel Tools 271 Uninstalling the Siebel Management Server 272 Uninstalling Siebel Charts 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 277 About Documented Requirements 278 About Siebel CRM Releases 278 About Installing in Upgrade Environments 281 About Language Installation 282 About 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 Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

9 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 319 Requirements for Installing Siebel Web Clients 322 Requirements for Installing Siebel Tools 324 Requirements for Installing and Configuring Siebel Management Agents and Siebel Management Server 325 Chapter 14: Configuring the RDBMS Overview of Database Configuration 327 Configuring an Oracle Database for Siebel Business Applications 329 Guidelines for Selecting a Language for Oracle Database 330 Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A 9

10 Contents Guidelines for Configuring Settings in the init.ora File 331 Guidelines for Sizing Redo Logs for an Oracle Database 332 Guidelines for Creating Oracle Tablespaces 333 Guidelines for Sizing the Oracle Database 334 Guidelines for Creating Temporary Oracle Tablespaces 334 Guidelines for Overriding Oracle Default Tablespaces for Database Objects 334 Guidelines for Creating Oracle Database Objects 335 Guidelines for Ongoing Oracle Database Administration 336 Guidelines for Using Real Application Clusters for an Oracle Database 337 Configuring an IBM DB2 Database for Siebel Business Applications 337 Guidelines for Setting IBM DB2 Database Manager Configuration Parameters 338 Guidelines for Selecting a Language for IBM DB2 339 Guidelines for Creating the IBM DB2 Database 340 Guidelines for Setting IBM DB2 Configuration Parameters 341 Guidelines for Setting Up IBM DB2 Buffer Pools 343 Guidelines for Creating IBM DB2 Tablespaces 344 Guidelines for Overriding IBM DB2 Default Tablespaces for Database Objects 345 Guidelines for Preventing IBM DB2 from Running Out of ODBC Statement Handles 347 Guidelines for Determining IBM DB2 Log Space 347 Guidelines for Creating IBM DB2 Database Objects 348 Guidelines for Managing IBM DB2 Fragmentation 348 Configuring a Microsoft SQL Server Database for Siebel Business Applications 349 Guidelines for Configuring Microsoft SQL Server Parameters 350 Guidelines for Selecting a Language for Microsoft SQL Server 351 Guidelines for Creating the Microsoft SQL Server Database 352 Guidelines for Allocating Microsoft SQL Server Database Log Space 352 Guidelines for Overriding Microsoft SQL Server Default Tablespaces for Database Objects 352 Guidelines for Creating Microsoft SQL Server Database Objects 353 Guidelines 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 358 Siebel Installation Media Contents 360 Preparing to Create a Siebel Installation Image 363 Determining the Location for the Siebel Media Files and the Siebel Image 363 Requirements for the Siebel Image Directories Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

11 Contents Cross-Platform Issues When Creating Siebel Image Directories 365 Requirements for Running Siebel Image Creator 366 Creating a Siebel Installation Image 368 Troubleshooting Siebel Image Creation 371 Appendix A: Siebel Deployment Planning Worksheet About the Deployment Planning Worksheet 373 Team Lead Summary 374 Siebel Enterprise Server Names and Installation Directories 374 Siebel Accounts, Host Names, and Static IP Addresses 375 Cluster Deployment Data 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 381 Siebel Configuration Wizard Syntax Elements 383 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 385 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 397 Settings for Configuring the SWSE Logical Profile 398 Settings for Applying the SWSE Logical Profile 405 Index Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A 11

12 Contents 12 Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

13 1 What s New in This Release Siebel Installation Guide for Microsoft Windows describes the installation and initial configuration of Oracle s 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 This innovation pack is provided for Siebel CRM version and version 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. What s 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 , Siebel CRM version , and later. Table 1. Topic What s New in Siebel Installation Guide for Microsoft Windows, Version 8.1/8.2, Rev. A 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 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) 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. Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A 13

14 What s New in This Release Table 1. Topic What s New in Siebel Installation Guide for Microsoft Windows, Version 8.1/8.2, Rev. A Description Configuring the SWSE Logical Profile on page 77 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 Obtaining Updated Siebel Repository Files on page 118 Limitations for Installing Additional Languages on page 124 Before Logging in to Your Siebel Application on page 162 Uninstallation Options for Siebel Modules on page 256 Planning Disk Space and Configuration Requirements on page 286 Requirements for Configuring Anonymous Users for the Siebel Web Server Extension on page 317 Chapter 13, Requirements for Installing and Configuring Siebel Business Applications 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. 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 or version 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. Modified topic. Customers need the updated Siebel Repository files (SRF) before running Incremental Repository Merge or upgrading the Siebel database. Modified topic. Updated the information about limitations for Siebel Web Clients and Siebel Tools. Modified topic. The Siebel Web Clients support tabbed browsing. Modified topic. Updated the information about rollback uninstallations. Modified topic. Some of the information in this topic was formerly presented in Siebel System Requirements and Supported Platforms on Oracle Technology Network. Modified topic. Updated the information about configuring anonymous users for employee applications and customer 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 Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

15 What s New in This Release What s New in Siebel Installation Guide for Microsoft Windows, Version 8.1/8.2 Table 2 on page 15 lists the changes described in this version of the documentation to support this release of the software. The new features described in Table 2 are available in Siebel CRM version , Siebel CRM version , and later. Table 2. What s New in Siebel Installation Guide for Microsoft Windows, Version 8.1/8.2 Topic Multiple topics Installation-Related Changes for Siebel Innovation Pack 2013 on page 27 Roadmap for Installing Siebel Business Applications in a Patch Installation Case (Existing Installation) on page 39 Installing Siebel Enterprise Server as a New Installation on page 42 Installing Siebel Enterprise Server as a Migration Installation on page 46 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 Installing Siebel Enterprise Server Components and Siebel Web Server Extension in Unattended Mode on page 55 Description Modified topics. For Siebel CRM version and later, and for Siebel CRM version 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 (Article ID) on My Oracle Support 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. New topic. Summarizes the installation tasks for the current release that you perform for existing installations of Siebel Business Applications. Modified topic. Describes the updated method of performing a new installation of Siebel Enterprise Server. 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. Modified topic. Describes the updated method of performing a new installation of SWSE. 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. Modified topic. Describes the updated method of creating a response file. Also includes updated information about performing an unattended installation. Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A 15

16 What s New in This Release Table 2. What s New in Siebel Installation Guide for Microsoft Windows, Version 8.1/8.2 Topic About Database Updates for Siebel CRM Version or Version on page 89 About Siebel CRM Releases on page 278 Installing the Stored Procedures and User-Defined Functions on IBM DB2 on page 93 Updating the CRC Parameter on page 117 Enabling Siebel Open UI on page 114 Obtaining Updated Siebel Repository Files on page 118 About Installing and Deploying Siebel Business Applications with Multiple Languages on page 120 Importing Locale-Specific Data into the Siebel Repository on page 131 Restarting the Web Server on page 135 Installing the Siebel Web Client as a New Installation on page 144 Description Modified topics. For an existing installation of Siebel CRM version x or version x, running Incremental Repository Merge is required after you install the current release, Siebel Innovation Pack 2013, in a migration installation. Modified topic. Includes information that is applicable to IBM DB2 64-bit databases. New topic. This topic formerly appeared in Siebel Maintenance Release Guide on My Oracle Support. 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. 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. New topic. This topic formerly appeared in Siebel Maintenance Release Guide on My Oracle Support. New topic. This topic formerly appeared in Siebel Maintenance Release Guide on My Oracle Support. Use this topic in conjunction with Requirements for Stopping and Starting the Web Server on page 316. Modified topics. Corrected the name of the Siebel Web Client installer program for Siebel CRM version Installing Siebel Web Clients and Siebel Tools in Unattended Mode on page 154 Installing Siebel Tools as a New Installation on page 150 Modified topics. Corrected the name of the Siebel Tools installer program for Siebel CRM version Installing Siebel Web Clients and Siebel Tools in Unattended Mode on page Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

17 What s New in This Release Table 2. What s New in Siebel Installation Guide for Microsoft Windows, Version 8.1/8.2 Topic Installing the Siebel Web Client as a New Installation on page 144 Verifying Installation for the Siebel Web Client on page 185 Description Modified topics. Corrected references to the default installation directory for the Siebel Web Client installer for Siebel CRM version File and Directory Naming Conventions on page 294 Installing Siebel Tools as a New Installation on page 150 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 File and Directory Naming Conventions on page 294 Installing the Siebel Web Client as a Patch Installation on page 148 Installing Siebel Web Clients and Siebel Tools in Unattended Mode on page 154 Installing Siebel Tools as a Patch Installation on page 153 Installing and Using the Siebel Sample Database on page 157 Postinstallation Tasks for High Interactivity Clients on page 161 Verifying the ODBC Data Source on page 191 Installing Siebel Management Server as a Patch Installation on page 234 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. Modified topic. Includes updated information about saving a response file and performing an unattended installation. New topic. Describes how to perform a patch installation of Siebel Tools for the current release. This information was previously published in Siebel Maintenance Release Guide on My Oracle Support. Modified topic. Includes updated information about installing a new Siebel Sample Database for the current release, Siebel CRM version or version New topic. This topic formerly appeared in Siebel Maintenance Release Guide on My Oracle Support. Updated topic. The Siebel Security Guide now describes installing the Oracle Database Client for the current release. New topic. Describes how to perform a patch installation of the Siebel Management Server for the current release. This information was previously published in Siebel Maintenance Release Guide on My Oracle Support. Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A 17

18 What s New in This Release Table 2. What s New in Siebel Installation Guide for Microsoft Windows, Version 8.1/8.2 Topic About Uninstalling Siebel Business Applications on page 255 Rolling Back the Siebel Enterprise Server on page 266 Rolling Back the Siebel Web Server Extension on page 269 About Installing Siebel Business Applications on page 277 About Siebel CRM Releases on page 278 About Oracle Configuration Manager on page 282 Creating the Siebel File System on page 295 General Requirements for Installing and Configuring Siebel Enterprise Server Components on page 304 Description Modified topic. Describes the full uninstallation and rollback uninstallation options for Siebel CRM version or version , and the applicable requirements and limitations. Rollback uninstallation for Siebel Enterprise Server and SWSE is available only after performing a migration installation. 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. 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. 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. 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. Modified topic. Includes information about configuring the Siebel File System to exclude certain file types, as determined by their file extensions. 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 Configuring the Siebel Server on page 308 Installing the Web Server on page 313 Modified topic. Includes information about enabling 32-bit applications for Microsoft IIS Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

19 What s New in This Release Table 2. What s New in Siebel Installation Guide for Microsoft Windows, Version 8.1/8.2 Topic About the Siebel Network Image on page 357 and other topics Description Modified topics. For Siebel Enterprise Server and SWSE, you create a Siebel image only for the current release, Siebel CRM version or version For version , the Siebel Image Creator no longer presents a choice of full or patch image, and the image you create does not include a version installer. Siebel CRM version or version 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 or version 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 What s New in Siebel Installation Guide for Microsoft Windows, Version 8.1, Rev. D Table 3 on page 20 lists the changes described in this version of the documentation to support this release of the software. (Version 8.1, Rev. D of this guide was for Siebel CRM version Significant installer changes were introduced in Siebel CRM version ) Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A 19

20 What s New in This Release Table 3. Topic What s New in Siebel Installation Guide for Microsoft Windows, Version 8.1, Rev. D Description Enabling Siebel Open UI on page 114 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 Verifying the Siebel Virtual Directories on the Web Server on page 133 Creating Custom Virtual Directories on page 134 Removing the SWSE Configuration on page 261 Installing the Web Server on page 313 Enabling Siebel Open UI on page 114 Obtaining Updated Siebel Repository Files on page 118 Modified topics. Siebel database updates are available for Siebel CRM version 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. For information about the product enhancements in Siebel Fix Pack (also known as Siebel Innovation Pack 2012), see the applicable Siebel Maintenance Release Guide on My Oracle Support, (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 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. NOTE: SWSE logical profile configuration has changed for the current release, Siebel CRM version , with Siebel Patchset 5. For more information, see What s New in Siebel Installation Guide for Microsoft Windows, Version 8.1/8.2, Rev. A on page 13. 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 Requirements for Installing and Configuring the Siebel Server on page 308 Requirements for Installing Siebel Web Clients on page 322 Installing and Using the Siebel Sample Database on page 157 Modified topic. Added information about obtaining the updated Siebel Sample Database file (DBF) for Siebel Fix Pack Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

21 What s New in This Release Table 3. Topic What s New in Siebel Installation Guide for Microsoft Windows, Version 8.1, Rev. D Description Verifying the ODBC Data Source on page 191 Troubleshooting Installation for the Siebel Web Server Extension on page 203 Modified topic. Updated information about running the Microsoft ODBC Administrator on Windows Modified topics. Updated information about user accounts for Microsoft IIS. Requirements for User Permissions for the Siebel Web Server Extension on page 316 Chapter 9, Cloning a Siebel Installation About Siebel CRM Releases on page 278 Requirements for Installing Siebel Web Clients on page 322 Requirements for Installing Siebel Tools on page 324 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. Modified topic. Mentioned Incremental Repository Merge, which is an important new feature provided in Siebel Fix Pack Modified topics. Siebel CRM version now provides native support for Microsoft SQL Server 2008, using SQL Server Native Client. Configuring Siebel Server Connectivity to the Siebel Database on page 355 Configuring the SWSE Logical Profile on page 77 Requirements for Configuring Anonymous Users for the Siebel Web Server Extension on page 317 Requirements for Stopping and Starting the Web Server on page 316 Configuring an IBM DB2 Database for Siebel Business Applications on page 337 Requirements for the Siebel Image Directories on page 365 Siebel Installation Media Contents on page 360 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.) New topic. Added information about stopping and starting Microsoft IIS. Modified topic. Removed references to IBM DB2 parameters that have been identified as deprecated for DB2 v9.7. Modified topic. Updated information about adding modules or languages to an existing network image. Modified topic. Added information about the requirements for using the third-party media files. Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A 21

22 What s New in This Release What s New in Siebel Installation Guide for Microsoft Windows, Version 8.2, Rev. C Table 4 on page 22 lists the changes described in this version of the documentation to support this release of the software. (Version 8.2, Rev. C of this guide was for Siebel CRM version Significant installer changes were introduced in Siebel CRM version ) Table 4. Topic What s New in Siebel Installation Guide for Microsoft Windows, Version 8.2, Rev. C Description Enabling Siebel Open UI on page 114 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 Verifying the Siebel Virtual Directories on the Web Server on page 133 Creating Custom Virtual Directories on page 134 Removing the SWSE Configuration on page 261 Installing the Web Server on page 313 Enabling Siebel Open UI on page 114 Modified topics. Siebel database updates are available for Siebel CRM version 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. For information about the product enhancements in Siebel Fix Pack (also known as Siebel Innovation Pack 2012), see the applicable Siebel Maintenance Release Guide on My Oracle Support, (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 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. NOTE: SWSE logical profile configuration has changed for the current release, Siebel CRM version , with Siebel Patchset 5. For more information, see What s New in Siebel Installation Guide for Microsoft Windows, Version 8.1/8.2, Rev. A on page 13. Modified topic. Added more information about the parameters for enabling Siebel Open UI and how to set them. 22 Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

23 What s New in This Release Table 4. Topic What s New in Siebel Installation Guide for Microsoft Windows, Version 8.2, Rev. C Description Obtaining Updated Siebel Repository Files on page 118 New topic. Added information about obtaining updated Siebel Repository files (SRF) for Siebel Fix Pack Requirements for Installing and Configuring the Siebel Server on page 308 Requirements for Installing Siebel Web Clients on page 322 Installing and Using the Siebel Sample Database on page 157 Verifying the ODBC Data Source on page 191 Troubleshooting Installation for the Siebel Web Server Extension on page 203 Modified topic. Added information about obtaining the updated Siebel Sample Database file (DBF) for Siebel Fix Pack Modified topic. Updated information about running the Microsoft ODBC Administrator on Windows Modified topics. Updated information about user accounts for Microsoft IIS. Requirements for User Permissions for the Siebel Web Server Extension on page 316 Chapter 9, Cloning a Siebel Installation About Siebel CRM Releases on page 278 Requirements for Installing Siebel Web Clients on page 322 Requirements for Installing Siebel Tools on page 324 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. Modified topic. Mentioned Incremental Repository Merge, which is an important new feature provided in Siebel Fix Pack Modified topics. Siebel CRM version now provides native support for Microsoft SQL Server 2008, using SQL Server Native Client. Configuring Siebel Server Connectivity to the Siebel Database on page 355 Configuring the SWSE Logical Profile on page 77 Requirements for Configuring Anonymous Users for the Siebel Web Server Extension on page 317 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.) Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A 23

24 What s New in This Release Table 4. Topic What s New in Siebel Installation Guide for Microsoft Windows, Version 8.2, Rev. C Description Requirements for Stopping and Starting the Web Server on page 316 Configuring an IBM DB2 Database for Siebel Business Applications on page 337 Requirements for the Siebel Image Directories on page 365 Siebel Installation Media Contents on page 360 New topic. Added information about stopping and starting Microsoft IIS. Modified topic. Removed references to IBM DB2 parameters that have been identified as deprecated for DB2 v9.7. Modified topic. Updated information about adding modules or languages to an existing network image. 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 Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A

25 What s New in This Release 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 and later, and for Siebel CRM version and later, the system requirements and supported platform certifications are available from the Certifications tab on My Oracle Support. For more information, see (Article ID) on My Oracle Support. Siebel Installation Guide for Microsoft Windows Version 8.1/8.2, Rev. A 25

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