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Oracle Siebel CRM 8 Installation and Management

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Alexander Hansal

Install, configure, and manage a robust Customer Relationship Management system using Siebel CRM with this book and eBook
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Book Details

ISBN 139781849680561
Paperback572 pages

About This Book

  • Install and configure the Siebel CRM server and client software on Microsoft Windows and Linux
  • Support development environments and migrate configurations with Application Deployment Manager
  • Understand data security and manage user accounts with LDAP
  • Manage multi-server and multi-language environments
  • Written in an accessible readable style, this practical book will help you to successfully install and manage Siebel CRM
  • The instructions in the book are valid for all versions 8.0, 8.1 and 8.2 alike

Who This Book Is For

This book is for administrators who want to develop and strengthen their Siebel CRM skills in the areas of installation and system management. Whether you are a novice or a more experienced user, this book will teach you something new in many ways and by the end of the book, you will be ready to install and manage Siebel CRM in a real-world environment.

Table of Contents

Chapter 1: Introducing the Siebel Web Architecture
The Siebel web architecture
Summary
Chapter 2: 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
Chapter 3: 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
Chapter 4: 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
Chapter 5: 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
Chapter 6: 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
Chapter 7: Installing Ancillary Siebel Server Software
Installing and configuring the Visual Mining NetCharts server
Installing Oracle BI Publisher
Summary
Chapter 8: Special Siebel Server Configurations
Installing and configuring additional Siebel servers
Configuring Siebel load balancing
Installing additional language packs
Summary
Chapter 9: 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
Chapter 10: User Authentication
User authentication concepts in Siebel CRM
Database authentication
Directory server authentication
Web Single-Sign-On
Summary
Chapter 11: 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
Chapter 12: Managing User Accounts
Understanding divisions and organizations
Setting up and managing the position hierarchy
Setting up user and employee accounts
Summary
Chapter 13: 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
Chapter 14: 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
Chapter 15: 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
Chapter 16: Monitoring Siebel Applications
Server component event logging
Siebel Application Response Measurement (SARM)
Siebel Diagnostic Tool
Client-side logging
Siebel Usage Collection
Summary

What You Will Learn

  • Understand Siebel Web Architecture
  • Plan and prepare Siebel CRM infrastructure
  • Install and configure Siebel CRM software on Microsoft Windows and Linux
  • Install and configure Siebel Charts and Oracle BI Publisher for Siebel
  • Implement load balancing and support multi-language environments
  • Manage the Siebel servers from the Siebel Web Client and the command line
  • Implement LDAP authentication and Web Single-Sign-On
  • Understand Siebel Access Control and Personalization
  • Manage organizations, positions, and user accounts
  • Install the Siebel Management Server infrastructure and use ADM to migrate configuration changes
  • Monitor Siebel CRM environments for usage and performance
  • Use Siebel Remote to support developers and mobile users

In Detail

Oracle’s Siebel CRM is market-leading Customer Relationship Management software. Unmatched in functionality and scalability, Siebel enhances a company’s sales performance, improves customer satisfaction, and provides a robust Customer Relationship Management system for an organization.

This practical book offers a comprehensive understanding of Siebel CRM. It is your safe vessel for navigating the deep waters of Siebel installation and system management.

This book is a complete exercise in installing and managing Oracle’s Siebel CRM for your organization. You will understand the Siebel architecture and install it piece by piece. In easy-to-follow chapters, the book will guide you through the installation of Siebel server, client and third-party reporting software on Microsoft Windows and Linux, covering everything from the planning the process and software download to the installation and configuration tasks.

After reading this book, you will feel fully prepared for setting up multiple servers and multi-lingual configurations. This book fosters your general understanding of the intricate features and functionality of Oracle Siebel CRM. In addition, you will learn how to support development environments and how to migrate configuration changes between environments using Application Deployment Manager.

Another benefit of this book is that it teaches administrators how to establish system monitoring strategies to identify and avoid performance bottlenecks. When you have finished the book, you will feel prepared to install and manage Oracle’s Siebel CRM in a real-world environment. In addition, you will know some tricks that even seasoned experts will envy.

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