Siebel Installation Guide for Microsoft Windows: Servers, Mobile Web Clients, Tools
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Siebel Installation Guide for Microsoft Windows: Servers, Mobile Web Clients, Tools Version 7.7, Rev. B September 2004 Siebel Systems, Inc., 2207 Bridgepointe Parkway, San Mateo, CA 94404 Copyright © 2004 Siebel Systems, Inc. All rights reserved. Printed in the United States of America No part of this publication may be stored in a retrieval system, transmitted, or reproduced in any way, including but not limited to photocopy, photographic, magnetic, or other record, without the prior agreement and written permission of Siebel Systems, Inc. Siebel, the Siebel logo, TrickleSync, Universal Agent, and other Siebel names referenced herein are trademarks of Siebel Systems, Inc., and may be registered in certain jurisdictions. Other product names, designations, logos, and symbols may be trademarks or registered trademarks of their respective owners. PRODUCT MODULES AND OPTIONS. This guide contains descriptions of modules that are optional and for which you may not have purchased a license. Siebel’s Sample Database also includes data related to these optional modules. As a result, your software implementation may differ from descriptions in this guide. To find out more about the modules your organization has purchased, see your corporate purchasing agent or your Siebel sales representative. U.S. GOVERNMENT RESTRICTED RIGHTS. Programs, Ancillary Programs and Documentation, delivered subject to the Department of Defense Federal Acquisition Regulation Supplement, are “commercial computer software” as set forth in DFARS 227.7202, Commercial Computer Software and Commercial Computer Software Documentation, and as such, any use, duplication and disclosure of the Programs, Ancillary Programs and Documentation shall be subject to the restrictions contained in the applicable Siebel license agreement. All other use, duplication and disclosure of the Programs, Ancillary Programs and Documentation by the U.S. Government shall be subject to the applicable Siebel license agreement and the restrictions contained in subsection (c) of FAR 52.227-19, Commercial Computer Software - Restricted Rights (June 1987), or FAR 52.227-14, Rights in Data—General, including Alternate III (June 1987), as applicable. Contractor/licensor is Siebel Systems, Inc., 2207 Bridgepointe Parkway, San Mateo, CA 94404. Proprietary Information Siebel Systems, Inc. considers information included in this documentation and in Siebel eBusiness Applications Online Help to be Confidential Information. Your access to and use of this Confidential Information are subject to the terms and conditions of: (1) the applicable Siebel Systems software license agreement, which has been executed and with which you agree to comply; and (2) the proprietary and restricted rights notices included in this documentation. Contents Siebel Installation Guide for Microsoft Windows: Servers, Mobile Web Clients, Tools 1 Chapter 1: What’s New in This Release Chapter 2: Preparing for Installation About Installing Maintenance Releases 15 How to Use This Guide If Your Database Is IBM DB2 UDB for z/OS and OS/390 16 Use of the Term Windows in This Guide 16 How This Guide Refers to Your Installation Directories 16 Process of Installing Siebel eBusiness Applications 17 Deployment of Siebel 7.7 Gateway Name Server Versus Siebel 6 Gateway 18 Preparing the Hardware 19 Planning the Siebel Directory Structure 19 Setting TEMP and TMP Environment Variables 21 The Language in Which the Installer and Configuration Wizard Run 21 Server Names Naming Conventions 21 File and Directory Naming Conventions 22 Creating a File System 22 Creating the Siebel Service Owner Account 25 Planning RDBMS Installation and Configuration 26 Selecting Your Media for Installation 27 Media Contents 28 Creating a Network Image 29 Copying DVDs Directly to a Central Network Location 29 Expanding Compressed Media into a Network Location 30 Using the Image Creator Utility 31 Chapter 3: Guidelines for Configuring the RDBMS Process of Configuring IBM DB2 UDB for Siebel Applications 33 Process of Configuring Oracle for Siebel Applications 34 Process of Configuring MS SQL Server for Siebel Applications 34 Configuring IBM DB2 UDB for Siebel Applications 34 Siebel Installation Guide for Microsoft Windows: Servers, Mobile Web ■ 3 Clients, Tools Version 7.7, Rev. B Contents Preventing DB2 UDB from Running Out of ODBC Statement Handles 35 Guidelines for the DB2 UDB Database Manager Configuration Parameters 35 Setting DB2 UDB Configuration Parameters 37 Creating DB2 UDB Database Objects 40 Setting Up DB2 UDB Bufferpools 41 Creating DB2 UDB Tablespaces 42 Overriding Default DB2 UDB Storage Parameters 43 Selecting a Language for DB2 UDB 45 Creating the DB2 UDB Database 46 Managing DB2 UDB Table Fragmentation 46 Configuring Oracle for Siebel Applications 47 Creating Oracle Database Objects 50 Collecting Optimizer Statistics for Oracle 9i 50 Creating Oracle Tablespaces 50 Sizing the Oracle Database 51 Creating Temporary Oracle Tablespaces 51 Selecting a Language for Oracle 52 Defining Oracle Rollback Segments 52 Partitioning an Oracle Database 53 Overriding Oracle Default Storage Parameters 53 Real Application Clusters Support for Oracle 9i 54 Guidelines for Ongoing Oracle Administration 54 Configuring MS SQL Server for Siebel Applications 55 Creating the MS SQL Server Database 56 Selecting a Language for the MS SQL Server Database 56 Overriding Default Storage Parameters 57 Guidelines for Ongoing MS SQL Server Administration 58 Updating MS SQL Server Statistics 58 Monitoring MS SQL Server Database Fragmentation 58 Chapter 4: Non-GUI Installation About Installing in Unattended and Console Mode 61 Process of Unattended Installation and Configuration 61 Editing the siebel.ini Files for Unattended Installation 62 Running the Installation from the Command Line 64 Installing the Reports Server in Unattended Mode 65 Console Mode Installation and Configuration 68 4 ■ Siebel Installation Guide for Microsoft Windows: Servers, Mobile Web Clients, Tools Version 7.7, Rev. B Contents Process of Installing in Console Mode 68 Editing the siebel.ini Files for Console Mode Installation 68 Installing in Console Mode 69 Additional Flags for Installation Commands 70 Chapter 5: Installing the Siebel Gateway Name Server Process of Installing the Siebel Gateway Name Server 71 Siebel Gateway Name Server Installation Requirements 72 Installing the Siebel Gateway Name Server 72 Launching the Siebel Software Configuration Wizard 76 Configuring the Siebel Gateway Name Server 77 Postinstallation Tasks for Siebel Gateway Name Server 79 Reviewing the Installation for Siebel Gateway 79 Verifying the Siebel Gateway Name Server Has Started 80 Troubleshooting Siebel Gateway Name Server Installation 80 Chapter 6: Installing the Siebel Server Process of Installing the Siebel Server 84 Siebel Server Installation Requirements 84 Configuring Database Connectivity 86 Verifying Network Connectivity for the Siebel Server Machine 87 Installing the Siebel Server 89 Configuring the Siebel Server 92 Postinstallation Tasks for Siebel Server 101 Reviewing the Installation for Siebel Server 102 Starting the Siebel Server Services 103 Verifying the ODBC Data Source for DB2 UDB 104 Verifying the ODBC Data Source for Oracle 105 Verifying the ODBC Data Source for MS SQL Server 106 Installing an Additional Language Pack on the Siebel Server 107 Troubleshooting the ODBC Data Source Connection 107 Establishing Network Connectivity for Mobile Users 108 Synchronizing Siebel Server Components 108 Siebel Installation Guide for Microsoft Windows: Servers, Mobile Web ■ 5 Clients, Tools Version 7.7, Rev. B Contents Setting the Siebel Server Locale 108 Disabling Language-Specific Application Object Managers 110 Installing Additional Siebel Servers Within an Existing Siebel Enterprise Server 111 Troubleshooting Siebel Server Installation 112 Chapter 7: Installing the Siebel Database Server Process of Installing the Siebel Database Server 113 About the Siebel Database Server 114 Preinstallation Tasks for the Siebel Database Server Installation 114 Siebel Database Server Installation 116 Installing the Siebel Database Server 116 Reviewing Installation of the Siebel Database Server 120 Setting Up Your Environment to Support Global Time Zone 121 Creating Tableowner and Administrator Accounts 121 Installing the Stored Procedures and User-Defined Functions on DB2 124 Configuring the Siebel Database Server 125 Installing the DB Server Components 126 Reviewing the Log Files for the DB Server Installation 129 Importing the Siebel Repository for the DB Server 131 Reviewing the Log Files for Repository Import for the DB Server 134 Postinstallation Tasks for the Siebel Database Server Installation 135 Verifying System Preferences for the DB Server 135 Installing Multilingual Seed Data for the DB Server 137 Importing a New Language to the Repository 138 Populating the Siebel File System for the DB Server 139 Chapter 8: Installing the Siebel Web Server Extension Process of Installing and Configuring the SWSE 141 Siebel Web Server Extension Installation Requirements 142 Uninstalling the Siebel HTTP Compression Filter 144 Installing the Web Server 144 Installing the Siebel Web Server Extension 145 Configuring the Siebel Web Server Extension 147 Postinstallation Tasks for Siebel Web Server Extension 151 Reviewing Installation Directories for Siebel Web Server Extension 151 Creating a New Virtual Directory 153 6 ■ Siebel Installation Guide for Microsoft Windows: Servers, Mobile Web Clients, Tools Version 7.7, Rev. B Contents Creating a New