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Installing a Siebel CRM 8.1.1.11 Self-Study Environment on Windows 7 64 bit

时间2014-01-13 16:00:00  Siebel Essentials  相似文章 (1) 原文http://www.siebel-essentials.com/2014/01/installing-siebel-crm-81111-self-study.html

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With the beginning of a new year, many of us try to catch up with the latest Siebel developments such as Open UI or simply want an easy-access self-study environment consisting of the Siebel Developer/Mobile Web Client, Sample Database and Siebel Tools . The following post is an updated version of the installation instructions I compiled some time ago. 

It will guide you through all necessary steps to download, extract, install and setup Siebel CRM Developer Web Client, Tools and the Sample Database for Siebel 8.1.1.11, including Open UI. 

Process for installing a Siebel CRM 8.1.1.11 self-study environment:

1. Register/log in at Oracle's Software Delivery Cloud (aka E-Delivery)
2. Read and understand the license agreement
3. Use a download manager
4. Verify hard- and software
5. Download the installation archives
6. Extract the installation archives
7. Run the Network Image Creator
8. Prepare the browser
9. Change compatibility settings and privileges for installer executables
10. Install the Siebel Mobile/Developer Web Client base version (8.1.1.0)
11. Apply the Siebel Mobile/Developer Web Client patch (8.1.1.11)
12. Install the Siebel Sample Database
13. Install Siebel Tools base version (8.1.1.0)
14. Apply the Siebel Tools patch (8.1.1.11)
15. Copy the new SRF file
16. Change permissions on Siebel installation folders
17. Modify the tools.cfg file and client .cfg files
18. Manage shortcuts
19. Get started with the Siebel Sample Database

(Note: Steps 1 and 3 to 7 can be skipped if you're lucky enough to find the installers on one of your corporate network drives)

Step 1: Register/log in at Oracle's Software Delivery Cloud (aka E-Delivery)

Oracle makes Siebel CRM software available for download on its Software Delivery Cloud . If you want to download software from there, you have to register with your name, company and e-mail address. You will receive a notification after approximately one business day that you can now use the Software Delivery Cloud.

scvads

Step 2: Read and understand the license agreement

Oracle provides an unlimited developer license for its software. The license agreement (from the OTN software download page) grants

"a nonexclusive, nontransferable limited license to use the programs only for the purpose of developing, testing, prototyping and demonstrating your application, and not for any other purpose"

Step 3: Use a download manager

Because of the size of the .zip archives you're going to download onto your hard disk, it is highly recommended to use a download management tool such as Free Download Manager (FDM).

FDM is my tool of choice because of a nice feature called "ZIP Preview" which allows you to preselect the content of the zip file before starting the download.

The ZIP Preview is especially useful to uncheck all the unneeded language packs, so that your final download size is much smaller (and faster).

When you decide to install FDM, you will notice that it creates plug-ins for your browser(s). To initiate the download in FDM, you simply click the link within your browser as usual and the download will be forwarded to FDM.

Step 4: Verify hard- and software

If you have access to My Oracle Support , you can access the system requirements and platform documentation via the Certifications  tab as indicated here . For a self-study environment as installed in this article, you are fine if you have a recent laptop or desktop with at least 4 GB of RAM and (of course) Windows 7 64 bit. If you use virtual machines, ensure that you place them on  high-speed disks  and reserve enough RAM for best performance. 

In addition, ensure that you have installed modern versions of your favorite browser, keeping in mind that if you intend to run Siebel in High-Interactivity (aka "ActiveX") mode, you must have Microsoft Internet Explorer 7 or 8        and not any higher version available. For best performance of Siebel Open UI, you should consider installing Google Chrome or Mozilla Firefox in addition to MS IE.

Personally I prefer virtual machines because of the greater flexibility. Some companies do not allow their employees to install software on corporate laptops, so running a (privately owned) virtual machine is sometimes the only option (sad, but true).

Step 5: Download the installation archives

Now it's time to log in to  Oracle's Software Delivery Cloud  and search for Siebel CRM for Microsoft Windows (64 bit) . As we are going to download and install Siebel Industry Applications (SIA) 8.1.1, we have to click the hyperlink for

Siebel Industry Applications Innovation Pack 2013 Release 8.1.1.11 Media Pack for Microsoft Windows

Then we download the following archives and save them in a single directory. If your download manager allows to control the files to download within an archive, please refer to the list of .jar  files below each package. Note that in this article we only cover the English-American (enu) language pack. If you want to download additional language packs, please ensure to include the language-specific files identified by the three-letter language code as part of the name (e.g. deu  for German).

Siebel Industry Applications Version 8.1.1.11 Siebel Client (Starter Installation Requirement): V39882-01.zip
SBA_8.1.1.11_Base_Windows_Siebel_Web_Client.jar 
SBA_8.1.1.11_enu_Windows_Siebel_Web_Client.jar 
Siebel Industry Applications Version 8.1.1.11 Siebel Tools (Starter Installation Requirement): V39881-01.zip
SBA_8.1.1.11_Base_Windows_Siebel_Tools.jar 
SBA_8.1.1.11_enu_Windows_Siebel_Tools.jar 
Siebel Industry Applications Version 8.1.1.11 Sample Database Files: V39852-01.zip
SBA_8.1.1.11_Base_Windows_Siebel_Sample_Database.jar 
SBA_8.1.1.11_enu_Windows_Siebel_Sample_Database.jar 
Siebel Industry Applications Version 8.1.1.11 ImageCreator Files (Starter Installation Requirement): V39861-01.zip
all files 
Siebel Industry Applications Version 8.1.1.11 Siebel Repository Files: V39883-01.zip
srf.zip (extract this file and keep only the files for the languages you want to install) 
Siebel Business Applications Version 8.1.1.0 Siebel Client: V36459-01_1of2.zip
SBA_8.1.1.0_Base_Windows_Siebel_Web_Client.jar 
SBA_8.1.1.0_enu_Windows_Siebel_Web_Client.jar 

Siebel Business Applications Version 8.1.1.0 Siebel Tools: V36460-01.zip
SBA_8.1.1.0_Base_Windows_Siebel_Tools.jar 
SBA_8.1.1.0_enu_Windows_Siebel_Tools.jar 

Step 6: Extract the installation archives

Most probably you are using a Microsoft Windows machine for the files, so it is recommended to use  7-Zip  to extract the content of the downloaded zip archives into a single folder.

As a result of the extract, we have a folder full of .jar files and the files for the Network Image Creator.

Click to enlarge.

Step 7: Run the Network Image Creator

The Siebel Network Image Creator (snic) is needed to create the final installer directories and files. To launch it, you have to open a Windows command shell (aka DOS box) and navigate to the directory containing the extracted    .jar  files. Next, set the JAVA_HOME environment variable to the location of the Java runtime environment (JRE) on your machine using a command similar to the following (of course, if you haven't installed the JRE yet, it is time to do so now ): 
set JAVA_HOME=C:\Program Files\Java\jre1.7.0_45
Your Java version and install folder might vary. 
Next, launc the image creator by issuing the following command: 
snic.bat

The wizard will launch and guide you through the network image creation process. Basically the image creator asks for the following:

1. Whether you want to create a new image or add a language pack (select "create a new image").
2. Enter the path where to store the installer images. (enter a suitable path)
3. The version (8.1.1.0 or 8.1.1.11, see below)
4. The OS platform (select "Windows")
5. The products (select "Siebel Tools", "Siebel Web Client" and "Siebel Sample Database")
6. The languages (select at least "ENU")

Because the Siebel Developer Web Client and Siebel Tools must be installed with the base installer (8.1.1.0) first and then applying the patch (8.1.1.11), we must  invoke the snic twice , once for each version. When the second run has finished, you will find the following directory structure in the location you provided in step 2. 

Step 8: Prepare the browser

As indicated above, you should have a version of Microsoft Internet Explorer not higher than 8.The following settings are recommended for running the Siebel High-Interactivity client flawlessly. You might not be able to complete this step because of security restrictions on your laptop or in your corporation. In this case, please contact your IT administrator.

Make IE the default browser

Because the installer for the Siebel Developer Web Client will try to pre-load the ActiveX controls, it launches an HTML page. This will only work as intended when Internet Explorer is the default browser for your system. To set IE as the default browser, open the Windows Control Panel, go to Default Programs , and click Set your default programs.

Next, select Internet Explorer  in the list and click Set this program as default . 
Note: you can change your default browser to the one you love more than IE once the installation is finished. 

Pop-up Blocker settings:

1. In Internet Explorer, go to Tools - Pop-up Blocker - Pop-up Blocker Settings .
2. Add http://localhost, http://[short machine name]  and http://[fully qualified machine name] to the allowed sites list (see screenshot below for an example)

Alternatively, set the blocking level to "Low" or  disable the Pop-up Blocker entirely (if applicable).

Security settings:

1. In Internet Explorer, go to Tools - Internet Options - Security .
2. Select theTrusted Sites icon and click theSites button.
3. Add  http://localhost, http://[short machine name]  and  http://[fully qualified machine name]  to the Websites list (see screenshot below for an example)
4. Set the security level for the Trusted Sites zone to "Low". 
   Alternatively, click the Custom Level... button and set all ActiveX related entries to "Enable" or "Prompt".

Internet Explorer settings for trusted sites.

Internet Explorer 9 settings

For those on Internet Explorer 9, you should say a big thank you to Richard who  posted these additional steps: 

1. Add  http://localhost, http://[short machine name]  and  http://[fully qualified machine name]  to the list ofcompatibility mode sites.
2. Go to  Tools - Manage Add-ons and set the Java Add On parameter to " Enabled ".

Note: Even if you manage to run the web client in IE 9, you will face problems with the Siebel Tools applet editoras described by siebelish here . (Note that in IP 2013 this problem should be corrected, but I wasn't yet able to verify that).

Step 9: Change compatibility settings and privileges for installer executables

Since we are installing on Windows 7 and Siebel 8.1.1.x clients are not officially supported on that OS, we have to switch the compatibility mode for oui.exe, module.exe (for Siebel_Web_Client and Siebel_Tools), install.exe andsetup.exe (for the sample Siebel_Sample_Database) back to " Windows XP ". To be on the safe side, also check the " Run this program as an administrator " flag. To do so, right-click on the file in Windows Explorer, go toProperties  and in the Compatibility  tab, change the settings similar to the screenshot below.

Here is a list of files and their location for which you will have to change the compatibility settings as described above: 
..\8.1.1.0\Windows\Client\Siebel_Web_Client\Disk1\install\ oui.exe
..\8.1.1.0\Windows\Client\Siebel_Tools\Disk1\install\ oui.exe
..\8.1.1.11\Windows\Client\Siebel_Web_Client\Disk1\install\ module.exe
..\8.1.1.11\Windows\Client\Siebel_Tools\Disk1\install\ module.exe
..\8.1.1.11\Windows\Client\Siebel_Sample_Database\ install.exe
..\8.1.1.11\Windows\Client\Siebel_Sample_Database\ Setup.exe

Step 10: Install the Siebel Mobile/Developer Web Client base version (8.1.1.0)

The following procedure describes the installation of the Siebel Mobile Web Client for use with the Siebel Sample Database.  Important: Don't use or start any other programs until the installation is finished.

1. Navigate to the8.1.1.0 \Windows\Client\Siebel_Web_Client\Disk1\install folder of the installation image and double-click the  oui.exe  file.
2. Follow the wizard and keep the default settings (except where noted below). Take a note of the installation folder (you need it for the sample database installer).
3. Select the desired language packs (always include American English).
4. At the client type selection, select "Mobile Web Client".
5. Keep the defaults in the remaining dialogs. You can always change the settings later in the client configuration file (.cfg).
6. During the installation, Internet Explorer is launched to pre-load the Siebel ActiveX controls. When prompted, allow the execution of any ActiveX content. You will be prompted to close the IE window so that the installer can continue.

Step 11: Apply the Siebel Mobile/Developer Web Client patch (8.1.1.11)

Next, we will apply patch 8.1.1.11 (aka Innovation Pack 2013) right away as follows:

1. Navigate to the8.1.1.11 \Windows\Client\Siebel_Web_Client\Disk1\install folder of the installation image and double-click the  setup.bat  file.
2. Click Next  in the Welcome screen.
3. Ensure that the client home you defined in step 10.2 is selected and click Next .
4. Click Install .
5. Wait until the dialog displays a success message and exit the installer.

Step 12: Install the Siebel Sample Database

The installer for the Siebel Sample Database can be found in the Siebel_Sample_Database folder of the installation image. We can follow the procedure below to install the sample database. Again: Don't use or start any other programs until the installation is finished.

1. Double-click the  install.exe  file in the Siebel_Sample_Database folder.
2. Select a language for the installation dialogs.
3. Keep the defaults in all dialogs except for those described below.
4. Select the custom installation type.
5. Change the installation directory to the client's installation folder (this is important).
6. In the language selection, select only "English (American)". Selecting additional language packs only copies non-english seed data files and does not change the database. You can use these seed data files to produce a sample database specific to a language pack of your choice but you can only import one language.
7. Keep the defaults in the remaining dialogs and wait for the installation to finish.

Step 13: Install Siebel Tools base version (8.1.1.0)

To install the Siebel Tools base version (8.1.1.0), follow these steps:

1. Double-click the  oui.exe  file in the 8.1.1.0 \Windows\Client\Siebel_Tools\Disk1\install folder of the installation image.
2. Keep the defaults in the dialogs except for the following.
3. Choose a suitable path and home.
4. In the file system path dialog select the path which points to the SAMPLE\FILES folder in the client installation directory.
5. Wait for the installer to finish before you use or launch any other program.

Step 14: Apply Siebel Tools patch (8.1.1.11)

To apply the Siebel Tools patch (8.1.1.11), follow these steps:

1. Double-click the  setup.bat  file in the  8.1.1.11 \Windows\Client\Siebel_Tools\Disk1\install folder of the installation image.
2. Click  Next  in the Welcome screen.
3. Ensure that the client home you defined in step 10.2 is selected and click  Next .
4. Click  Install .
5. Wait until the dialog displays a success message and exit the installer.

Step 15: Copy the new SRF file

Copy the  siebel_sia.srf file you extracted from the srf.zip archive to the correct language specific directory in the OBJECTS folder of  both the Developer Web Client and Siebel Tools. 
Step 16: Change permissions on Siebel installation folders

To be able to edit .cfg files and for other reasons, we should ensure that our user account has full control over all files and subfolders in the installation directories. One way to do that is as follows: 

1. In Windows Explorer , navigate to the uppermost installation folder for the Siebel software.
2. Right-click the folder and select Properties .
3. Click the Security tab.
4. Select the Authenticated Users group.
5. Click the Edit button.
6. Set the Full Control permission level to "Allow".
7. Click OK.
8. Click the Advanced button.
9. Click the Change Permissions button.
10. Click the check box named " Replace all child permissions.... ".
11. Click OK.
12. Click Yes.
13. Click OK.

Step 17a: Modify the tools.cfg file for use with the Siebel Sample Database

The following steps are necessary to be able to connect Siebel Tools to the Siebel Sample Database. Remember we installed the sample database into the client installation directory. What we do is change the ConnectStringparameter in the tools.cfg file to point to the sample database file (sse_samp.dbf) in the client directory.

1. Open the uagent.cfg file in the client's BIN\ENU directory with Notepad.
2. Copy the value of the ConnectString parameter in the [Sample] section of the uagent.cfg file to the clipboard.
3. Open the  tools.cfg  file in the Siebel Tools BIN\ENU directory with Notepad.
4. Overwrite the value of the ConnectString parameter in the [Sample] section of the tools.cfg file with the value you copied in step 6.
5. Save and close all files.

Step 17b: Modify the client .cfg files

Now, we prepare the client configuration files and (optionally) create .cfg files for running the Siebel Client in Open UI mode. 

• Navigate to the client install folder and open the BIN\ENU directory.
• Open the client .cfg file of your choice (e.g. uagent.cfg for Siebel Call Center)
• Set the  EnableFQDN  parameter to FALSE .
• To create a .cfg file for Open UI, it is recommended to copy an existing .cfg file and rename it to something like uagent_oui.cfg .
• In the copied file, find the  [InfraUIFramework] section and add the following line:

    EnableOpenUI = TRUE
Repeat these steps for every application you want to use. For example, for Siebel Marketing, you would choose the market.cfg file. 

Step 17: Manage Shortcuts

The installers place a bunch of pre-built shortcuts into your start menu. To ensure proper execution of your shortcuts , set the compatibility for all shortcuts you want to use to " Windows XP " and check the " Run this program as administrator " flag.

If you don't have MS Internet Explorer set as your system default browser, you must add a string similar to the following to the shortcuts which launch high-interactivity clients.

/b "C:\Program Files (x86)\Internet Explorer\iexplore.exe"

Here is an example shortcut to launch Siebel Call Center in Open UI mode in the default browser: 
D:\siebel\client\BIN\siebel.exe /c D:\siebel\client\bin\enu\uagent_oui.cfg /d sample /u SADMIN /p SADMIN
Check out this post for additional switches for siebel.exe and siebdev.exe .

Step 18: Get started with the Siebel Sample Database

Congratulations! You can now launch all Siebel CRM applications from the Start Menu and connect to the Sample        data source.

Of course, there's the Siebel Administrator account (SADMIN) to start with. The passwords in the sample database are equal to the account name. But there are more meaningful demo user accounts in the sample database.

Make sure you take a look into the  Demo Users Reference  (in the Siebel bookshelf) so you are one step ahead of the competition ;-). 

Siebel Call Center 8.1.1.11 (slightly altered vanilla theme) in Open UI mode.

Summary
Quite a stretch but with a bit of effort you will soon be able to call a Siebel CRM 8.1.1.11 self-study environment your own. Now you are ready to explore the latest and greatest features such as Open UI and Siebel Mobile Applications on your own computer. 
have a nice install day 

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