封面
书名页
Oracle Siebel CRM 8 Installation and Management
Credits
About the Author
About the Reviewers
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
Chapter 1. Introducing the Siebel Web Architecture
The Siebel web architecture
The Siebel database
The Siebel File System
The Siebel Enterprise Server
The Siebel Gateway Name Server
The Siebel Server
The web server
The Siebel Web Server Extension
The browser and the Siebel user interface
Summary
Chapter 2. Planning and Preparing the Installation
Planning the Siebel CRM installation
Sample planning document
More planning information
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
Using a download management tool
Running the Siebel Image Creator
Obtaining the license key
Summary
Chapter 3. Installing Siebel CRM Server Software on Microsoft Windows
About the Siebel server installer
Installation using GUI mode
Installation using console mode
Installing the Siebel Gateway Name Server
Installing the Siebel Server
Verifying successful Siebel Server installation
Installing the Siebel Database Server Utilities
About the Sample Database support module
Verifying the successful installation of 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
Chapter 4. Configuring Siebel Server Software on Microsoft Windows
About the Siebel Software Configuration Wizard
Configuring the Siebel Gateway Name Server
Verifying the successful Siebel Gateway Name Server configuration
Configuring the Siebel Enterprise
About the Siebel Enterprise name
About additional tasks for configuring the Enterprise
Verifying the successful Enterprise configuration
Configuring the Siebel Web Server Extension logical profile
About SWSE parameters
Verifying the successful SWSE logical profile creation
Installing the Siebel Database schema and seed data
Preparing and executing the grantusr.sql file
About the Siebel Upgrade Wizard and the Log Parser
Steps of the Install Siebel Database task
Verifying the successful Siebel database installation
Restarting the Siebel Upgrade Wizard in the case of errors
Configuring the Siebel Server
Verifying the successful Siebel Server configuration
Configuring the Siebel Web Server Extension
Verifying the successful Siebel Enterprise server installation
Starting the Windows services
Logging on as the Siebel Administrator for the first time
Finalizing the Siebel Server installation
Setting the System Service owner account
Copying the Siebel File System Seed files
Creating administrative Siebel user accounts
Applying additional license keys
Synchronizing server components
Installing and configuring Siebel server software in unattended mode
Creating an .ini file for unattended Siebel server installation
Creating a response file for the Siebel Configuration Wizard
Modifying the .ini file to launch the configuration automatically
Executing the installer in unattended mode
Summary
Chapter 5. Installing and Configuring Siebel CRM Server Software on Linux
Installing the Siebel Gateway Name Server
Installing the Siebel Server
Verifying the Siebel Server installation
Installing the Siebel Database Server Utilities
Installing the Siebel Web Server Extension
Using the Siebel Software Configuration Wizard on Linux or UNIX
Preparing to run the Software Configuration Wizard
Configuring the Siebel Gateway Name Server
Verifying the Siebel Gateway Name Server Installation on Linux or UNIX
Configuring the Siebel Enterprise
Verifying the successful Enterprise configuration
Verifying the ODBC data source
Configuring the Siebel Web Server Extension logical profile
Verifying the successful SWSE logical profile creation
Installing the Siebel Database Schema and Seed Data
Preparing the environment for database configuration
Starting the Siebel Configuration Wizard
Starting the Siebel Upgrade Wizard
Verifying the successful Siebel Database installation
Restarting the Siebel Gateway Name Server
Configuring the Siebel Server
Verifying successful Siebel Server Configuration
Configuring the Siebel Web Server Extension
Preparing the web server
Configuring the Siebel Web Server Extension
Verifying the successful SWSE configuration
Verifying the successful Siebel Enterprise Server installation
Starting the services
Starting the Siebel Gateway Name Server on Linux or UNIX
Starting the Siebel Server
Starting the web server
Logging on as SADMIN for the first time
Final Steps
Configuring services for automatic start on Linux
Summary
Chapter 6. Installing Siebel Client Software
About the Developer and Mobile Web Client
User groups and Siebel Client Software
Prerequisite software and configuration settings for Siebel Web Clients
About database client software for Developer Web Clients
Installing with administrative user rights
Internet Explorer security settings
Java Runtime Environment (JRE)
Additional software recommendations
Installing the Siebel Developer Web Client
Verifying the Siebel Developer Web Client installation
About the Siebel Client configuration file
About configuring data sources for the Siebel client
Configuring the Local data source for the Mobile Web Client
Configuring the Server data sources for the Siebel Developer Web Client
Setting up additional data sources
Creating Siebel application shortcuts
Installing the Siebel sample database
Verifying successful installation of the Siebel Sample Database
Installing Siebel Tools
Verifying successful Siebel Tools installation
Configuring Siebel Tools for the Siebel Sample Database
Creating shortcuts for Siebel Tools
Applying patches to Siebel client software
Summary
Chapter 7. Installing Ancillary Siebel Server Software
Installing and configuring the Visual Mining NetCharts server
Downloading the Visual Mining NetCharts Server installer
Planning and preparing the NetCharts Server installation
Installing the Visual Mining NetCharts server on Windows
Verifying successful installation of the NetCharts Server
Configuring connectivity from Siebel CRM to the NetCharts Server
Installing Oracle BI Publisher
Downloading Oracle BI Publisher Enterprise Server
Prerequisites for Oracle BI Publisher Enterprise Server
Installing Oracle BI Publisher Enterprise Server
Verifying successful installation of BI Publisher
Setting up Siebel CRM for BI Publisher reports
Summary
Chapter 8. Special Siebel Server Configurations
Installing and configuring additional Siebel servers
Planning the installation of additional Siebel Servers
Installing additional Siebel Servers
Verifying the successful Siebel Server installation and configuration
About configuring multiple Siebel Servers on the same physical machine
Configuring Siebel load balancing
About Siebel load balancing
Configuring the SWSE for Siebel Native Load Balancing
Verifying the successful load balancing configuration of the SWSE
Installing additional language packs
Downloading Siebel CRM language packs
Adding language packs to existing Siebel installation images
Installing additional language packs for Siebel Enterprise Server software
Adding language support for a Siebel Server
Importing language-specific seed data into the Siebel database
Importing language-specific repository metadata
Enabling multilingual List of Values
Installing additional language packs for the Siebel Web Server Extension
Verifying the successful language pack installation for Siebel server software
Installing additional language packs for the Siebel Developer or Mobile Web Client
Verifying the successful language pack installation for the Siebel Developer Web Client
About language packs for Siebel Tools
Summary
Chapter 9. Siebel Server Management
Understanding servers components and parameters
Servers
Component groups
Component definitions
Enterprise parameters
Enterprise profiles
System alerts
Siebel enterprise hierarchy and parameter inheritance
Using server management screens in the Siebel client
Using the Administration - Server Configuration screen
Using the Administration - Server Management screen
Using command line tools for Siebel server management
About the srvrmgr command line utility
Listing and reviewing information about the Siebel enterprise
Backing up the enterprise configuration
Listing and modifying parameters
Creating and modifying component definitions
Controlling assignment of component groups to Siebel servers
Setting the start up mode of server components
Controlling server components
Running jobs for batch and background components
Using input files
Summary
Chapter 10. User Authentication
User authentication concepts in Siebel CRM
Database authentication
Security adapters are defined as enterprise profiles
Associating a security adapter with a server component
Managing user accounts for database authentication
Directory server authentication
Installing the directory server (optional)
Installing the IBM LDAP Client
Creating user accounts in the directory server
Verifying the proxy account
Configuring the LDAP Security Adapter
Configuring server components
Verifying LDAP authentication
Configuring the Siebel Gateway Name Server for LDAP authentication (optional)
Verifying LDAP authentication for the Siebel Gateway Name Server
Configuring Siebel clients for LDAP authentication (optional)
Web Single-Sign-On
Creating a non-anonymous virtual directory on the web server
Creating or verifying user accounts in the external authentication system
Modifying the Siebel Web Server Extension configuration file
Modifying the LDAP security adapter
Verifying the Web SSO configuration
Summary
Chapter 11. User Authorization and Access Control
Understanding Siebel Access Control
Controlling access to Siebel views
The importance of business process analysis
Using responsibilities to control access to views
Controlling access to customer data
Controlling record access for a single user or employee
Controlling record access for multiple employees
Controlling record access for teams based on positions
Controlling record access for different companies based on organizations
Controlling access to master data
Personalized access to features and data
Controlling access to applets and views based on personalization
Controlling data display based on personalization
Summary
Chapter 12. Managing User Accounts
Understanding divisions and organizations
Setting up divisions
Setting up organizations
Setting up and managing the position hierarchy
Multiple positions for an employee
Setting up user and employee accounts
Creating or verifying user accounts in the authentication system
Summary
Chapter 13. Siebel Remote and the Siebel Development Environment
Introduction to Siebel Remote
Differences between developers and end users
Setting up mobile clients
Enabling and configuring Siebel Remote server components
Creating the database schema files
Extracting data for local databases
About Siebel Remote system preferences
Running a database extract job for developers
Initializing the local database
Establishing network connectivity for mobile clients
Verifying settings in the client configuration files
Logging in to the local database for the first time
Understanding the Siebel configuration process
Synchronizing local databases
Manual synchronization
Siebel TrickleSync
Monitoring and managing Siebel Remote users
Managing the transaction components on the Siebel server
Monitoring mobile client activity
Sending messages to mobile users
Re-extracting local databases
Deactivating mobile user registrations
Summary
Chapter 14. Installing and Configuring the Siebel Management Server Infrastructure
Overview of the Siebel Management Server Infrastructure
Installing and configuring the Siebel Management Server
Prerequisites for the Siebel Management Server
About the cross-enterprise user account
Adding the Siebel Server bin directory to the PATH environment variable
Installing the Siebel Management Server on Microsoft Windows
Verifying the successful installation and configuration of the Siebel Management Server
Installing and configuring Siebel Management Agents
Verifying the successful installation and configuration of a Siebel Management Agent
Registering Siebel Management Agents
Summary
Chapter 15. Migrating ConfigurationChanges betweenEnvironments
Overview of Siebel Application Deployment Manager
Administrative data (Database objects)
Repository objects
Files on Siebel servers and Siebel Web Server Extensions (SWSE)
The Application Deployment Manager Architecture
Setting up Siebel Application Deployment Manager
Enabling the ADM component group
Configuring the enterprise profile for ADM
Enabling ADM support for the application object manager
Activating ADM workflow processes
Restarting Siebel Servers
Verifying the adm.cli file
Creating shared directories
Creating the enterprise profile and deployment batch files
Exporting and Packaging Configuration Changes
Creating the ADM package
Exporting administrative data using the Application Deployment Manager screen
Exporting administrative data using the ADM Batch Processor server component
Exporting repository data using Siebel Tools
Exporting repository data using the consoleapp utility
Copying files to the ADM package
Sealing the ADM package
Validating the ADM package
Deploying ADM packages
Other migration utilities
Siebel Upgrade Wizard—Migrate Repository
Deploying enterprise configuration data using the cfgmerge utility
Summary
Chapter 16. Monitoring Siebel Applications
Server component event logging
Using the Siebel Server Manager command line to set event log levels
Siebel Application Response Measurement (SARM)
Enabling SARM
Managing SARM files
Using sarmquery to read SARM files
Automating SARM data retrieval
Siebel Diagnostic Tool
Client-side logging
Enabling client-side logging for the application object manager
Enabling client-side logging on the client machine
Reviewing the client log file
Siebel Usage Collection
Summary
Appendix A. Sample Planning Document
Database server information
Siebel File System-related information
Web server-related information
Siebel Gateway Name Server installation and configuration
Siebel Enterprise Server configuration
Siebel Web Server Extension logical profile configuration
Siebel Server installation and configuration
Installing the Siebel database
Siebel Web Server Extension installation and configuration
Example topology
Appendix B. Uninstalling Siebel CRM Software
Uninstalling Siebel CRM server software on Microsoft Windows
Verifying the Siebel Server uninstaller
Uninstalling Siebel CRM server software on Linux or UNIX
Uninstalling Siebel CRM client software
Appendix C. More Information
Getting trained
Finding information
The Siebel Bookshelf
Oracle Forums
My Oracle Support
The Internet community
Index
更新时间：2021-08-03 15:31:31
完结共366章
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