Oracle Siebel CRM 8 Installation and Management
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Installing the Siebel Server

In the following section, we will discuss the process to install the Siebel Server program files on Microsoft Windows-based operating systems. The following table guides us through the dialogs displayed by the InstallShield wizard. We begin by invoking the setup executable on the machine that we dedicated to host the Siebel Server during the planning process. We described the planning process in the Planning the Siebel CRM installation section in Chapter 2.

In step 7 of the table above, the installation wizard for the Siebel Server prompts for the following selectable features of the Siebel Server:

  • Object Manager Component
  • Handheld Synchronization
  • Data Quality Connector
  • Remote Search Support
  • Java Integrator
  • PIM Server Integration
  • Siebel Management Agent

The following screenshot shows the InstallShield wizard dialog, which allows the selection or de-selection of these features.

A brief explanation of these features shall be given in the following section. As a general rule of thumb, we should keep the default settings when in doubt. This will ensure that we can simply activate a feature later in the project. Deselecting a feature will require us to run the installer again to make it available.

  • Object Manager Component: This option enables the installation of the files necessary to operate the Siebel Application Object Manager components on the Siebel Server. This feature should always be selected.
  • Handheld Synchronization: This feature supports data synchronization between the Siebel Server and clients installed on handheld PCs. If our company does not deploy handheld clients we can deselect this feature.
  • Data Quality Connector: This feature is needed when your company intends to deploy the Siebel Data Quality module, which provides data matching and data cleansing capabilities by integrating Siebel CRM with third-party data quality software such as Oracle Data Quality, FirstLogic, or Trillium.
  • Remote Search Support: If we intend to use Siebel Search using a search server that is not installed on the machine hosting the Siebel Server, we should keep this feature selected.
  • Java Integrator: Enabling this feature will copy files needed for integrating Siebel applications with Java-based software using the Siebel Java Data Bean (JDB).
  • PIM Server Integration: The abbreviation PIM translates to Personal Information Manager and refers to a program or device that allows storing of calendar and contact information. An example for this is Microsoft Outlook. The server behind Microsoft Outlook is Microsoft Exchange. Selecting this feature will direct the installer to copy the files needed to enable the server-side integration of Siebel CRM with Microsoft Exchange, also known as server-side synchronization for Exchange (SSSE). This feature is not selected by default.
  • Siebel Management Agent: The Siebel Management Agent is a part of the Siebel management framework. It enables communication with the Siebel Management Server. Proper installation of the Siebel management infrastructure is needed if we want to deploy configuration changes from development environments to test or production environments using the Application Deployment Manager. Also, the Siebel Diagnostic Tool relies on the Siebel management infrastructure. The Siebel Management Agent can be installed using a separate installer with the benefit of a separate uninstaller being created. For this reason, it is recommended to unselect the feature and install the Siebel Management Agent later using its own installer.