Qig Siebel Crm 8.1.1

8/3/2019 Qig Siebel Crm 8.1.1

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SiebelBusiness Applications

Quick Installation GuideVersion 8.1.1

Oracle Part No. E13934-01

November 2008


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2 Siebel Customer Relationship Management

Oracle Part No. E13934-01

Copyright 2008 Oracle. All rights reserved.

Oracle is a registered trademark of Oracle Corporation and/or its affiliates. Other names may be trademarksof their respective owners.


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Siebel Customer Relationship Management 3

Quick Installation Guide

ThisguideprovidesinformationaboutOraclesSiebelCustomerRelationshipManagement(CRM)softwareyoupurchasedandguidesyoutocriticalinformationyouneedforinstallingyoursoftware.Itincludesthefollowingtopics:

1. Siebel Release Media

2. Planning Your System Installation

3. Maintenance Releases

4. Installing Siebel CRM Applications

5. Third-Party Applications

6. Data Model Information

7. Contacting Technical Support


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1 Siebel Release Media

MediaisprovidedinZIPformat.AllJARmediaaredeliveredin

ZIPfiles

for

all

platforms.

JAR

files

must

be

extracted

first

from

theZIPfilesandthenunpackedusingtheImageCreatorutility.ImageCreatorcreatesthenetworkimagefromwhichyouinstall.

Formoreinformation,seetheSiebelInstallationGuidefortheoperatingsystemyouareusingintheSiebelBookshelf,locatedon

OracleTechnology

Network

(OTN)

under

Siebel

Applications

on

thefollowingpage.

http://www.oracle.com/technology/documentation

Base Media TheseareSiebelproductsexcludinglocalized

components.Language

support

for

all

supported

languages

comesfromlanguagemedia,whichisavailableinseparateMediaPackages.Theplatformindicatestheavailableserverplatforms,includingWindows,HPUX,AIX,Linux,andSolaris.

Requestedserverplatformsmightcontaincomponentsforother

operatingsystem

platforms

if

those

are

required

to

support

specificfunctions.
http://www.oracle.com/technology/documentationhttp://www.oracle.com/technology/documentation


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Formoreinformationaboutsupportedplatforms,seeSiebelSystemRequirementsandSupportedPlatformsonOracleTechnologyNetwork.

http://www.oracle.com/technology/documentation/

siebelsrsp.html

Language Media Languagefilescategorizedbyproductcategoryandproductnameareavailable.Languagemedia

supportsaspecific

language

for

all

applicable

products

and

platforms.

Encryption Media ProvidesstrongencryptionsupportforSiebelproductsandcanbeinstalledafterbaseproductinstallation.(Base

products

are

a

prerequisite.)

Encryption

packs

contain

no

languagecomponents.

SiebelStrongEncryptionPack(SSEP)canbeusedforencryptingandincreasingencryptionstrengthonexistingapplicationdata.
http://www.oracle.com/technology/documentation/siebelsrsp.htmlhttp://www.oracle.com/technology/documentation/siebelsrsp.htmlhttp://www.oracle.com/technology/documentation/siebelsrsp.html


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License Keys SomeSiebelCRMproductsrequirelicensekeysforinstallationanduse.

Siebel

Loyalty

Manager.

Requires

the

same

keys

as

in

8.0. SiebelLoyaltyMemberServicesRepresentative.Requires

keysforbothproducts:LoyaltyMemberServicesRepresentativeplusSiebelLoyaltyManager.

SiebelLoyaltyCustomerPortal.Usethesamekeysasin8.0.

SiebelLoyaltyPartnerPortal.Usethesamekeysasin8.0.

SiebelLoyaltyServiceAgentConsole.(newfor8.1)Requireskeysforbothofthefollowingproducts:LoyaltyMemberServicesRepresentativeplustherelevantSIAServiceBase(for

example,

Siebel

Communications

Service

Base). SiebelLoyaltyEngine.(Standardedition)Nokeyrequired.

RelatedSiebelUserInterface(UI)viewsareincludedintheSiebelLoyaltyManagerproduct.

SiebelLoyaltyEngine.(MultiPartneredition)Nokeyis

required.Related

Siebel

UI

views

are

included

in

the

Siebel

LoyaltyManagerproduct.


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SiebelLoyaltyInStoreEngine.(newfor8.1)Nokeyisrequired.RelatedSiebelUIviewsareincludedintheSiebelLoyaltyManagerproduct.

SiebelSelfService.Doesnotrequirelicensekeys.

Forinformationonhowtoobtainandusetheseandotherlicensekeys,whereapplicable,clicktheSiebeltabonthefollowingsite:

http://licensecodes.oracle.com

2 Planning Your System Installation

OracleMetaLink3shouldbethefirstplaceyoulookforsolutionstoyourSiebeltechnicalissues.

https://metalink3.oracle.com

OnlydesignatedcontactsoflicensedcustomershaveaccesstoOracleMetaLink3.FordetailsabouthowOracleMetaLink3isorganized,seetheSupportWebTransitionFAQ.

https://metalink3.oracle.com/ml3_docs/support_

web_transition.htm
http://licensecodes.oracle.com/https://metalink3.oracle.com/https://metalink3.oracle.com/ml3_docs/support_web_transition.htmhttps://metalink3.oracle.com/ml3_docs/support_web_transition.htmhttps://metalink3.oracle.com/ml3_docs/support_web_transition.htmhttps://metalink3.oracle.com/ml3_docs/support_web_transition.htmhttps://metalink3.oracle.com/http://licensecodes.oracle.com/


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ProductZIPfilesanddocumentationareavailableonOracleEDelivery.

http://edelivery.oracle.com/ThelatestonlineversionofSiebelBookshelfcanbefoundintheSiebelApplicationsareaoftheOracleTechnologyNetwork(OTN)Documentationpage.


Related Resources OthercontentrelatedtoinstallingorupgradingtoSiebel8.1.1includesthefollowing:

SiebelSystemRequirementsandSupportedPlatformsonOracleTechnologyNetwork

http://www.oracle.com/technology/documentation/siebelsrsp.html

SiebelReleaseNotes,557191.1(DocID)onOracleMetaLink3
http://edelivery.oracle.com/http://www.oracle.com/technology/documentationhttp://www.oracle.com/technology/documentation/siebelsrsp.htmlhttp://www.oracle.com/technology/documentation/siebelsrsp.htmlhttp://www.oracle.com/technology/documentation/siebelsrsp.htmlhttp://www.oracle.com/technology/documentationhttp://edelivery.oracle.com/


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RelevantdocumentsfromtheSiebelBookshelf,includingthefollowing:

Siebel

Deployment

Planning

Guide SiebelInstallationGuidesforMicrosoftWindowsandUNIX

platforms

SiebelDatabaseUpgradeGuide

Going

Live

with

Siebel

Business

Applications SiebelSecurityGuide

SiebelGlobalDeploymentGuide

3 Maintenance Releases

OracletypicallyprovidesadditionalSiebelreleasesthatcanbeinstalledontopofyourexistingbaseproductinstallation.Thesereleasesarecollectivelyknownasmaintenancereleases.

Releasesthatcanbeinstalledasmaintenancereleasesincludefix

packreleases

(four

digit

releases,

such

as

8.1.1.1

or

8.1.1.2)

and

QuickFixreleases.


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Typically,noconfigurationtasksareassociatedwithinstallingamaintenancerelease.However,requirementsforagivenmaintenancerelease,orforusingparticularsupportedlanguages

orfeatures,

may

vary.

EverySiebelproductusedwithinagivenSiebelEnterprisemustsharethesamereleaselevel,suchas8.1.1.1or8.1.1.2.

Maintenance Release Documentation

MaintenanceReleaseGuidesprovidethefollowinginformationaboutmaintenancereleases:

Alistoffixesincludedinproductmaintenancereleaseandfixpacks.

Installationinstructions

for

the

latest

fix

packs.

Requestedfixdetails,includingidentificationnumbers,associatedchangerequestnumbers,andtheSiebelQuickFixversioninwhichtheissuewasfirstaddressed.

Resolved

change

request

instructions,

where

applicable.Fordocumentationexamples,seetheappropriateMaintenanceReleaseGuideonOracleMetaLink3.


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4 Installing Siebel CRM Applications

TheSiebelCRMinstallationprocessrequiresmultipletasksthat

youshould

perform

in

the

following

general

sequence.

This

sequenceisahighleveloverviewofrequiredandoptionaltasks.EachofthesetasksisdescribedindetailintheSiebelInstallationGuidefortheoperatingsystemyouareusing.

AllreferencedbooktitlesareavailableontheSiebelBookshelf

documentationlibrary,

which

can

be

found

in

the

Siebel

ApplicationsareaoftheOracleTechnologyNetwork(OTN)Documentationpage.


Planning Your Deployment1. Planyourdeployment;forexample,youmightinstalland

configureserverclusteringsoftware.SeetheSiebelDeploymentPlanningGuide.

2. Determineyourloadbalancingstrategy.SeeConfiguringLoad

Balancing

for

Siebel

Applications

in

the

Siebel

Instal

lationGuidefortheoperatingsystemyouareusing.
http://www.oracle.com/technology/documentationhttp://www.oracle.com/technology/documentation


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Installing Your Siebel Enterprise Server Components

1. RuntheSiebelEnterpriseServerinstaller.InstalltheSiebel

Gateway

Name

Server.2. RuntheSiebelConfigurationWizardtoconfiguretheSiebel

GatewayNameServer,SiebelEnterprise,andSiebelWebServerExtension(SWSE)logicalprofile.SeethefollowingtopicsintheSiebelInstallationGuide:

InstallingSiebel

Enterprise

Server

and

Related

Compo

nents

ConfiguringSiebelEnterpriseServerandRelatedComponents

ConfiguringtheSWSE(taskforconfiguringSWSElogicalprofile)

3. RuntheSiebelEnterpriseServerinstaller.InstallSiebelServerandDatabaseConfigurationUtilities.IfyoudonothaveanexistingSiebelDatabase,youmustinstalltheseontheGatewayNameServermachine.


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4. (Optional)InstalladditionalSiebelproductssuchasSiebelEAIConnectorsoftware,ortheSiebelChartsServer.SeerelatedtopicsintheSiebelInstallationGuide.

5. VerifyyourenvironmentusingEVT.SeeVerifyingYourServerEnvironmentintheSiebelInstallationGuide.

Upgrading to Siebel CRM 8.1.1

Important

documents

related

to

upgrading

to

Oracles

Siebel

CRM

8.1.1fromanearlierproductreleaseareavailableonOracleMetaLink3andintheSiebelBookshelfdocumentationlibrary,including:

BestPracticesforUpgradingSiebelApplications546784.1(DocID)

SiebelSystem

Requirements

and

Supported

Platforms

on

Oracle

TechnologyNetwork

SiebelDatabaseUpgradeGuide(Bookshelf)

SeeOracleMetaLink3forotherupgraderelateddocumentation.


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5 Third-Party Applications

YourcompanyslicenseagreementwithOraclesetsforththe

permitteduses

of

license

keys

to

applicable

third

party

products.

Formoreinformationaboutthirdpartyapplications,seeSiebelSystemRequirementsandSupportedPlatformsonOracleTechnologyNetwork.

Third-Party Documentation

Foryourconvenience,weincludethirdpartyproductdocumentationasadownloadableZIPfilefromOracleEDelivery.

http://edelivery.oracle.com/

6 Data Model Information

SeeoneofthefollowingdocumentsonOracleMetaLink3:

SiebelDataModelReference,Version8.1,557187.1(DocID)

SiebelData

Model

Reference

for

Industry

Applications,

Version

8.1,

557189.1(DocID)
http://edelivery.oracle.com/http://edelivery.oracle.com/


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7 Contacting Technical Support

OracleofferstechnicalsupportonSiebelproductstolicensed

customersand

Designated

Contacts.

It

provides

several

methods

toreportsoftwareproblemsandforalluserstofindtechnicalinformation.

OracleMetaLink3

OracleMetaLink3is

the

primary

channel

for

Designated

Contacts

tologServiceRequeststoTechnicalSupport.BysubmittingaServiceRequestinOracleMetaLink3,issuesareinstantlyvisibletoproductexpertsinTechnicalSupportandreceiveaquickresponse.

Seethe

online

Help

in

the

Service

Request

area

of

OracleMetaLink3formoreinformationabouthowtologaServiceRequest,howrequestsareprocessed,andtowhichproductareasyourServiceRequestsshouldbelogged.DesignatedContactsneedafullaccessusernameandpasswordtoaccesstheServiceRequestareainOracleMetaLink3.

https://metalink3.oracle.com
http://edelivery.oracle.com/http://edelivery.oracle.com/


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Telephone

DesignatedContactsmaycontactOraclesSiebelTechnical

Support

by

telephone.

For

more

information,

including

telephone

numbers,seetheSiebelTechnicalProductSupportpage:

http://www.oracle.com/siebel/support.html
http://www.oracle.com/siebel/support.htmlhttp://www.oracle.com/siebel/support.html


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Documents

Qig Siebel Crm 8.1.1