Oracle Siebel CRM 8.1 Installation and Configuration
Oracle Siebel CRM 8.1 Installation and Configuration
Oracle Siebel CRM 8.1 Installation and Configuration
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Select products.
Select the following: Siebel Tools Siebel Web Client Siebel Sample Database Siebel Enterprise Server Siebel Web Server Extension Click Next
Above are the Basic Products, In the below screen, I have selected couple of other products too.
Specify languages.
Click Finish
Now, navigate to the directory specified and verify that the Siebel installer files have been created for the selected products and languages. The following screenshot shows the directory tree for a Siebel installation image for various products such as Siebel Tools and Siebel Web Client:
Siebel server installer The Siebel CRM installation images provide a setup executable, which is located in the root folder of the respective module we wish to install. When this executable is invoked, an installation dialog will guide us through the installation process. During this process, the application's binary files and other files that provide Siebel CRM functionality are extracted from the installation image files to a directory structure on the disk drive. For the installation of components of the Siebel Enterprise Server on Microsoft Windows-based operating systems, find the setup.exe file among others in the Siebel_Enterprise_Server folder as shown in the following screenshot:
Installation using GUI mode The graphical user interface mode is the default and most used mode of the Siebel setup file. In Microsoft Windows environments, simply double-click the setup.exe file in the Siebel_Enterprise_Server directory and a Java-based installation wizard will start up. The following screenshot shows the graphical Welcome dialog of the InstallShield Wizard for the Siebel Enterprise Server:
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Installing the Siebel Gateway Name Server A typical Siebel Enterprise Server installation starts with the Siebel Gateway Name Server. The reason behind this strategy is that when it comes to the step of configuring the Enterprise and the first Siebel Server, the Gateway Name Server has to be up and running. It is possible to combine the Siebel Gateway Name Server installation procedure with the installation of the Siebel Server, the Siebel Database Server Utilities, and Siebel EAI Connectors. This is a typical scenario for a single-machine installation. However, a more realistic scenario is to install each component of the Siebel Web Architecture on separate physical machines. For this reason, the following sections discuss the technique of installing the Siebel Enterprise Server components separately. Start the InstallShield Wizard Double-click the setup.exe file in the Siebel_Enterprise_Server folder
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The Welcome dialog is displayed Specify the directory to which the application files should be copied
Click Next. Example: C:\SIA8. The directory should already have been specified in the planning document. A subdirectory for the Siebel Gateway Name Server will be created automatically Click Next.
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Feature selection.
Language selection.
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Launch the Siebel Configuration Wizard later to finish the configuration of the Siebel Gateway Name Server. Click Cancel to close the Siebel Configuration Wizard and confirm with Yes.
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Click Finish.
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Installing the Siebel Server In the following section, let us discuss the process to install the Siebel Server program files on Microsoft Windows-based operating systems. Start the InstallShield Wizard Double-click the setup.exe file in the Siebel_Enterprise_Ser ver folder. Click Next.
This dialog is displayed when the installer detects any existing Siebel Enterprise Server installations. Keep Install a new instance or add new components selected. Click Next.
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Example: C:\SIA8. The directory should already have been specified in the planning document. Component subdirectory for the Siebel Server will be created automatically. Click Next.
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These features are explained after this table. Deselect Siebel Management Agent. Note: We will install the Siebel Management Agent separately. Click Next.
Keep the default menu folder name. Note: The installer will create shortcuts to the Software Configuration
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Summary
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The Siebel Configuration Wizard for the Siebel Server is launched automatically
We will launch the Siebel Configuration Wizard later to finish the configuration of the Siebel Server. Click Cancel to close the Siebel Configuration Wizard and confirm with Yes.
Click Finish.
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Verifying successful Siebel Server installation In order to verify the successful installation or troubleshoot problems during installation of the Siebel Server, navigate to the installation root folder. The log.txt file will contain information about the installation process and a siebsrv directory should exist containing the folders and files necessary to operate one or more Siebel Servers on this machine.
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Installing the Siebel Database Server Utilities Any operation that has to be carried out against the Siebel database is done via the Siebel Upgrade Wizard. This utility along with other programs and files such as pre-built SQL scripts are installed using the Siebel Enterprise Server installer option Siebel Database Server Utilities. As the Siebel Upgrade Wizard uses folders and files situated in the Siebel Server installation directory, it is necessary to install the Siebel Database Server Utilities on the same machine as the Siebel Server. The Installer shows a warning message when we attempt to install the Database Server Utilities into a root directory that does not include a Siebel Server installation.
This dialog is displayed when the installer detects any existing Siebel Enterprise Server
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installations. Keep Install a new instance or add new components selected. Click Next.
Example: C:\SIA8. The directory should already have been specified in the planning document. A subdirectory for the Database Server Configuration Utilities will be created automatically. Click Next.
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Select Custom.
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The selectable features for the Database Server Utilities are displayed.
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Summary
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Click Finish.
Installing support files for the Siebel EAI Connectors If our company has decided to use any of the platforms or technologies in the list below to integrate with Siebel CRM, It is mandatory to install the support files for the respective platform using the EAI Connector installation option of the Siebel Enterprise Server installer: Microsoft BizTalk Server OLE DB Oracle eBusiness applications 10.7 or 11i COM Data Control Java Data Bean Start the InstallShield Wizard Double-click the setup.exe file in the Siebel_Enterprise_Server folder.
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Click Next.
This dialog is displayed when the installer detects any existing Siebel Enterprise Server installations. Keep Install a new instance or add new components selected. Click Next.
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Example: C:\SIA8. A subdirectory for the EAI Connectors will be created automatically. Click Next.
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As indicated above, select the features that suit your needs. Click Next.
Keep the default menu folder name. Note: The installer for EAI Connectors will not create shortcuts in this folder. Click Next.
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Summary
Click Finish.
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Installing the Siebel Web Server Extension The SWSE serves as a plug-in to the web server and forwards the URL requests from clients or external systems to the appropriate processes on the Siebel Servers. The SWSE installer resides in its own installation image and must be run on any machine that should later serve as a Siebel web server. The InstallShield setup executable is located in the Siebel_Web_Server_Extension folder of the Siebel installation image. On Microsoft Windows operating systems, simply doubleclick the setup.exe file to invoke the installer. Start the InstallShield Wizard Double-click the setup.exe file in the Siebel_Web_Server_Exte nsion folder. Click Next.
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Specify the directory Example: C:\sba81\SWEAPP. Click Next. to which the application files should be copied
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Language selection
Keep the default menu folder name. Note: The installer will create a shortcut to the Siebel Software Configuration Wizard in this program folder. Click Next.
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Summary
The Siebel Configuration Wizard for the Siebel Web Server Extension is launched
Launch the Siebel Configuration Wizard later to finish the configuration of the Siebel Web Server Extension. Click Cancel to close the Siebel Configuration Wizard and confirm with Yes.
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automatically
Click Finish.
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Checking the system configuration with the Siebel Environment Verification Tool (EVT) Now that copying the files that will later enable Siebel CRM functionality into the respective folders is complete, we are ready to set up and configure the system components that constitute the Siebel web architecture. In order to provide support for this activity, the installer has placed a small utility named "Environment Verification Tool" (EVT) into the installation folders of the Siebel server software. EVT consists of a command line utility named evt.exe and an accompanying evt.ini file, which holds the configuration information for the program. The purpose of EVT is to allow frequent checks of the operating system, its settings, and the configuration of Siebel software and third-party software on the various machines that the Siebel infrastructure consists of. These checks include: Version and parameterization of the database server and client software Version and environment settings of the operating system and its networking subsystems Version and configuration of the web server Configuration of the Siebel Gateway Name Server Configuration of Siebel Servers and their components Configuration of the Siebel Web Server Extension The evt.ini file comes preconfigured for the most critical checks. It can be modified by an administrator to instruct the evt executable to carry out additional checks. The evt.ini file comes preconfigured for the most critical checks. It can be modified by an administrator to instruct the evt executable to carry out additional checks. The Environment Verification Tool can be run from any point in time once at least one component of the Siebel Enterprise Server has been installed. In order to execute EVT with the preconfigured evt.ini, we navigate to the BIN subdirectory of the Siebel software component. In our example, we run the evt.exe from the Siebel Server's siebsrvr\BIN directory. We open a Windows command prompt, navigate to the BIN folder, and enter evt.
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Fix the Critical failures and run the evt once again.
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Configuring Siebel Server Software The following topics will be discussed: About the Siebel Software Configuration Wizard Configuring the Siebel Gateway Name Server Configuring the Siebel Enterprise Configuring the Siebel Web Server Extension Logical Profile Installing the Siebel Database Schema and Seed Data Configuring the Siebel Server Configuring the Siebel Web Server Extension Verifying the successful Siebel Enterprise installation Finalizing a Siebel Enterprise installation Installing Siebel server software in unattended mode
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Configuring the Siebel Gateway Name Server A Siebel Gateway Name Server must be fully installed, configured, and operational in order to carry out any other task in the process of setting up a Siebel Enterprise Server.
Click the Siebel Enterprise Configuration shortcut in the Windows start menu that has been created by the Siebel installer.
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Keep the default (2320). Note: This value comes from the
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TCP/IP port
Keep the default (automatic service start). Note: This value comes from the planning document. Click Next.
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Final Tasks
Summary
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Click Yes.
Click OK.
selection page
Verifying the successful Siebel Gateway Name Server configuration If the wizard indicated successful execution, we should check for the existence of a new Windows service labelled Siebel Gateway Name Server. The following screenshot shows the property information of the newly created Siebel Gateway Name Server service on Microsoft Windows.
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Configuring the Siebel Enterprise The Gateway Name Server is now operational. We can now create the definition of a new Siebel Enterprise, which will later contain one or more Siebel Servers. Start the Configuration Wizard Select configuration mode Click the Siebel Enterprise Configuration shortcut in the Windows start menu that has been created by the Siebel installer. Select Configure Product in Live Mode. Click Next.
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These parameters have no effect during the first configuration. However we set the following: User Account Name: SADMIN User Account Password: <PASSWORD> Click Next.
Enter the Gateway Name Server host name and the TCP/IP port used by the service. Host Name: <HOSTNAME> TCP/IP port: 2320 Click Next.
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Ensure that you review the notes on the naming conventions for the name of the Siebel Enterprise. Enterprise Name: SBA_81 Description: SBA_81 Enterprise. Click Next.
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Enter the UNC (Universal Naming Convention) path to the shared directory dedicated for the Siebel File System. Primary Siebel File System: \\ <hostname>\siebfile (if it is shared system)
Database Platform
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Table Owner and Oracle Database Table Owner: SIEBEL. SQLNet connect string. SQLNet Connect String: ORCL. The parameters required in this step are specific to the database vendor selected in previous steps. Click Next.
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This user account and password will be provided as an enterprise-wide default for all Siebel Server components that establish connections to the Siebel database. User Account Name: SADMIN. User Account Password: <Password>. Click Next.
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Keep the default (checked). Note: As this is the first time setup of a Siebel Enterprise we must ensure that we run the wizard on the Gateway Name Server machine for this feature to work.
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Click Next.
As this is the first time setup of a Siebel Enterprise for demonstration purposes, we do not select any options. All these settings can be done at a later time as well. Keep all checkboxes unselected. Click Next.
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Summary
Click Yes.
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Click OK.
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Click the Database Server Configuration shortcut in the Windows start menu that has been created by the Siebel installer. Click Next. Provide the path to the Siebel Server's installation directory. Typically, the default can be kept. Click Next.
Provide the path to the Siebel Database Server Utilities installation folder. Typically, the default can be kept. Click Next.
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Database Platform
Task selection
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Action selection
Confirmation
GRANTUSR.SQL
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UNICODE or NON-UNICODE
Enter SIEBELEVAL_DSN. Note: This is the name of the System DSN generated during configuration of the Siebel Enterprise. Click Next.
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Index Tablespace Name: SIEBELDB_ IDX Tablespace Name: SIEBELDB_DATA Note: These values come from the planning document. Click Next.
Click Next.
Copy and paste the first line from the license key file you generated during the installation preparation process.
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Keep the defaults. Note the log output directory will become a subdirectory of the Siebel Server's LOG directory.
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Summary
Click Yes.
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Ensure that you do not close or make selections in any of the command windows. Wait for the Siebel Upgrade Wizard to complete (approximately one hour).
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Using the Siebel Log Parser The Siebel Log Parser is implemented as a command line utility named logparse. exe. It is situated in the BIN subdirectory of the Siebel Server installation folder.
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Correct command line for creating a report on the install process would be as follows: logparse /S c:\sba81 /G ENU /R install
We can click on the Steps/Errors hyperlink to see a detailed list of all executed steps and their statuses. If all steps have a status of Complete and the Upgrade Wizard has finished
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successfully, this is an indicator for the successful installation of the Siebel database. Verifying tables and data The following SQL query can be helpful in verifying the successful Siebel database installation. Run the select statement using the SIEBEL table owner account. SQL> select activity_name, tgt_version from s_inst_upg_hist order by activity_ts desc; The select statement retrieves the list of upgrade (or Siebel Upgrade Wizard) activities from the S_INST_UPG_HIST table.
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Configuring the Siebel Web Server Extension logical profile The web server with the Siebel Web Server Extension (SWSE) plays a vital role in the Siebel web architecture. Because multiple web serversand therefore instances of the SWSE connecting to the same Siebel Enterprisemight exist, the basic configuration information is stored as a logical profile on a network location. The logical profile contains information such as the Siebel Enterprise name, port numbers, and anonymous user accounts, which will be written into the local configuration files of the SWSE at a later stage in the Siebel installation process.
Click the Siebel Enterprise Configuration shortcut in the Windows start menu that has been created by the Siebel installer. Select Configure Product in Live Mode. Click Next.
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Select Configure a New Siebel Web Server Extension Logical Profile. Click Next.
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Siebel Enterprise Name Note: Enlarge the dialog window if the entry form is not fully visible. and logical profile Enterprise Name: SBA81 storage folder SWSE Logical Profile Name: Keep the default (a subdirectory of the Siebel Gateway Name Server's installation folder). Click Next.
Keep the default (checked). Note: This value comes from the planning document. Click Next.
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Keep the default (None). Note: This value comes from the planning document. Click Next.
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compression
Enter 3000 and 9000. Note: These values come from the planning document. Click Next.
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Keep the default values (80/443) Note: These values come from the planning document. Click Next.
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Password encryption.
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Security Token: SADMIN (enter twice) Note: This value comes from the planning document. Click Next.
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Summary
Click Yes.
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Click OK.
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Configuring the Siebel Server The physical (or virtual) machine where the Siebel Server software is installed can be configured to host one or more Siebel Server instances. For a simple demonstration environment, one Siebel Server is sufficient. Again, the Siebel Configuration Wizard is responsible for prompting the administrator for the correct values for the parameters specific to a Siebel Server. We should highlight the fact that we can undertake the configuration of a Siebel Server only when the following activities have been successfully completed: Installing, configuring, and starting the Siebel Gateway Name Server Registering a Siebel Enterprise with the Siebel Gateway Name Server Configuring the Siebel Database
Click the Siebel Server Configuration shortcut in the Windows start menu that has been created by the Siebel installer. Select Configure Product in Live Mode. Click Next.
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Review the warning that we must have an existing Siebel Database. Click Next.
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Select only CallCenter. Note: Details on component groups are discussed in a later chapter. Click Next.
Keep the default (2321) Note: This value comes from the planning document. Click Next.
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Keep the default (40400) Note: This value comes from the planning document. Click Next.
`Z
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Register external Oracle db ODBC driver for the Siebel Connector for Oracle Applications.
Clustering configuration.
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Final Tasks
Summary
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Click Yes.
Click OK.
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During the software installation, we have installed the Siebel Web Server Extension (SWSE) on the machine hosting the web server. As with any Siebel server software, configuration steps must be completed. We will now use the SWSE logical profile as part of the Siebel Configuration Wizard's process. On the machine hosting the web server and SWSE, we start with launching the Windows start menu shortcut for the Siebel Web Server Extension configuration. Start the Configuration Wizard. Click the Siebel Web Server Extension Configuration shortcut in the Windows start menu that has been created by the Siebel installer. Select Configure Product in Live Mode. Click Next.
Select configuration
task.
Click Next.
Select Single Siebel Server Note: Load balancing will be discussed in a later chapter. Click Next.
Browse for or enter a UNC path to the directory specified in step 5 of the SWSE logical profile configuration. This picks up the eapps.cfg file Click Next.
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Final Tasks
Summary
Click Yes.
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configuration?
A number of command Wait for all command windows are opened as the windows to close. configuration wizard applies the SWSE logical profile. Notice that during the execution of the SWSE configuration, a utility named metabaseedit.exe is launched several times. This utility is used to generate the virtual directories for the Microsoft Internet Information Server (IIS), and associates those with the Siebel-specific file extensions such as .swe. The
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Click OK.
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The following screenshot shows the Microsoft Internet Information Services administration console:
The various virtual directories with a suffix of _enu (for American English) have been created by the metabaseedit utility. Each virtual directory is mapped to the same physical directory PUBLIC/ENU located at the SWSE installation directory, as shown above. Starting the Windows services In order to ensure a fully operational Siebel Server environment, we should ensure that the following Windows system services are started in the sequence they are listed below: 1. Siebel Gateway Name Server 2. Siebel Server 3. World Wide Web Publishing Service Note that the Siebel Web Server Extension (SWSE) does not have its own service definition. Whenever we need to restart the SWSE, we have to stop and start the according web server (IIS on Microsoft Windows in our example).
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Logging on as the Siebel Administrator for the first time Now it is time to start Microsoft Internet Explorer (we will log on to a Siebel High- Interactivity application, so this is the only supported browser) and enter the following URL: http://localhost/callcenter_enu Note that this URL only works on the machine where the web server and SWSE are installed. It is a valid scenario for first tests. If we wish to run our first test from a Windows machine on the network, we will have to replace "localhost" with the hostname or IP address of the web server machine.
The following screenshot shows the login page for Siebel Call Center loaded in Microsoft Internet Explorer:
Enter SADMIN as the user ID and provide the password. We can click the arrow icon or press ENTER to continue.
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The Siebel Call Center application will now launch. If this is the first launch of a Siebel High-Interactivity application on this machine, we will be prompted to allow the execution of the Siebel High-Interactivity Framework. We should check the box Always trust content from Oracle USA Inc. and click Yes.
The dialog indicates that the Sun Java Runtime (JRE) does not have the recommended version of 1.4.2 or higher and that the browser setting Access data sources across domains is not set to Enable. We can click Auto Fix to set the parameter.
Finally, we should see the Siebel application's home page view with a greeting message:
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We have now completed the basic steps to install a fully operational Siebel Enterprise.
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Reference
1. www.oracle.com
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