PacktLib: Oracle Siebel CRM 8 Installation and Management

Oracle Siebel CRM 8 Installation and Management

Credits

About the Author

About the Reviewers

Preface

Introducing the Siebel Web Architecture

The Siebel web architecture

Summary

Planning and Preparing the Installation

Planning the Siebel CRM installation

Understanding hardware and software prerequisites

Sizing the Siebel deployment

Preparing the Siebel database

Creating the service owner account

Creating the Siebel File System root folder

Downloading the Siebel installation archives

Running the Siebel Image Creator

Obtaining the license key

Summary

Installing Siebel CRM Server Software on Microsoft Windows

About the Siebel server installer

Installing the Siebel Gateway Name Server

Installing the Siebel Server

Installing the Siebel Database Server Utilities

Installing support files for the Siebel EAI Connectors

Installing the Siebel Web Server Extension

Checking the system configuration with the Siebel Environment Verification Tool (EVT)

Applying patches for Siebel server software

Summary

Configuring Siebel Server Software on Microsoft Windows

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 server installation

Finalizing the Siebel Server installation

Installing and configuring Siebel server software in unattended mode

Summary

Installing and Configuring Siebel CRM Server Software on Linux

Installing the Siebel Gateway Name Server

Installing the Siebel Server

Installing the Siebel Database Server Utilities

Installing the Siebel Web Server Extension

Using the Siebel Software Configuration Wizard on Linux or UNIX

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 Server installation

Final Steps

Summary

Installing Siebel Client Software

About the Developer and Mobile Web Client

Prerequisite software and configuration settings for Siebel Web Clients

Installing the Siebel Developer Web Client

Installing the Siebel sample database

Installing Siebel Tools

Applying patches to Siebel client software

Summary

Installing Ancillary Siebel Server Software

Installing and configuring the Visual Mining NetCharts server

Installing Oracle BI Publisher

Summary

Special Siebel Server Configurations

Installing and configuring additional Siebel servers

Configuring Siebel load balancing

Installing additional language packs

Summary

Siebel Server Management

Understanding servers, components, and parameters

Using server management screens in the Siebel client

Using command line tools for Siebel server management

Summary

User Authentication

User authentication concepts in Siebel CRM

Database authentication

Directory server authentication

Web Single-Sign-On

Summary

User Authorization and Access Control

Understanding Siebel Access Control

Controlling access to Siebel views

Controlling access to customer data

Controlling access to master data

Personalized access to features and data

Summary

Managing User Accounts

Understanding divisions and organizations

Setting up and managing the position hierarchy

Setting up user and employee accounts

Summary

Siebel Remote and the Siebel Development Environment

Introduction to Siebel Remote

Setting up mobile clients

Enabling and configuring Siebel Remote server components

Creating the database schema files

Extracting data for local databases

Initializing the local database

Understanding the Siebel configuration process

Synchronizing local databases

Monitoring and managing Siebel Remote users

Summary

Installing and Configuring the Siebel Management Server Infrastructure

Overview of the Siebel Management Server Infrastructure

Installing and configuring the Siebel Management Server

Installing and configuring Siebel Management Agents

Registering Siebel Management Agents

Summary

Migrating ConfigurationChanges betweenEnvironments

Overview of Siebel Application Deployment Manager

Setting up Siebel Application Deployment Manager

Exporting and Packaging Configuration Changes

Deploying ADM packages

Other migration utilities

Summary

Monitoring Siebel Applications

Server component event logging

Siebel Application Response Measurement (SARM)

Siebel Diagnostic Tool

Client-side logging

Siebel Usage Collection

Summary

Sample Planning Document

Sample Planning Document

Sample Planning Document

Sample Planning Document

Sample Planning Document

Sample Planning Document

Sample Planning Document

Sample Planning Document

Sample Planning Document

Sample Planning Document

Sample Planning Document

Uninstalling Siebel CRM Software

Uninstalling Siebel CRM Software

Uninstalling Siebel CRM Software

Uninstalling Siebel CRM Software

More Information

More Information

More Information

Index