Installing Siebel CRM client software

The installation process for a self-study environment is as follows:

• Install the Siebel Mobile Web Client

• Install the Siebel Sample Database

• Install Siebel Tools

• Configure Siebel Tools to connect to the sample database

• Download the Demo Users Reference

Installing the Siebel Mobile Web Client

The following procedure describes how to install the Siebel Mobile Web Client. The Windows user account used during this installation must have administrative rights:

Step	Description	Tasks and Example Values
1	Start the Oracle Universal Installer	Double-click the oui.exe file in the Siebel_Web_Client/Disk1/install folder.
2	The Welcome dialog is displayed	Click Next.
3	Specify the home directory	Example: C:\Siebel\8.1\Client_1 (default value). Click Next.
4	Prerequisite checks	The installer performs checks for prerequisite checks. Verify that all checks are passed successfully. Click Next.
5	Select Languages	Select English. Click Next.
6	Welcome to Siebel Business Applications Client Setup	Click Next.
7	Type of Client	Select "Mobile Web Client". Click Next.
8	Siebel Remote Server hostname	Keep the default value. Click Next.
9	Search Server Information	Keep the default values. Click Next.
10	Summary	Review the summary information. Click Install.
11	The installation progress is displayed
12	Microsoft Internet Explorer is launched	The browser loads the predeploy.htm file in the client's bin directory to load the preconfigured ActiveX controls. When the page displays The download is complete... the browser window must be closed to continue with the installation.
13	The installation process continues
14	Success Message	Click Exit and Yes to leave the installer.

Installing the Siebel sample database

The following procedure describes how to install the Siebel Sample Database. The installation path must be set to the folder where the Siebel Mobile Web Client has been installed previously:

Step	Description	Tasks and Example Values
1	Start the InstallShield Wizard.	Double-click the install.exe file in the Siebel_Sample_Database folder.
2	Choose Setup Language	Example: English. Click OK.
3	The Welcome dialog is displayed	Click Next.
4	Setup Type	Select Custom. In the Destination Folder section, click Browse... and navigate to the Siebel client installation directory. Click Next.
5	Select Components	Keep Sample Files selected. Unselect Sample Search Index. Click Next.
6	Choose Languages	Select English (American). Click Next.
7	Select Program Folder	Keep the default. Click Next.
8	Installation progress is displayed	Leave the installer window open and wait for the process to finish.
9	Event Log	Summary information is displayed. Click Next.
10	The wizard displays successful completion	Click Finish.

Installing Siebel Tools

The following procedure describes how to install Siebel Tools.

Step	Description	Tasks and Example Values
1	Start the Oracle Universal Installer.	Double-click the oui.exe file in the Siebel_Tools/Disk1/install folder.
2	The Welcome dialog is displayed.	Click Next.
3	Select a Product to install	Select Siebel Business Application Tools. Click Next.
4	Specify the home directory	Example: C:\Siebel\8.1\Tools_1 (default value). Click Next.
5	Prerequisite checks	The installer performs checks for prerequisite checks. Verify that all checks are passed successfully. Click Next.
6	Select Languages	Select English. Click Next.
7	Siebel Database Server	Select Oracle Database Server. Click Next.
8	Database Identification	Database Alias: orcl Table Owner: SIEBEL Click Next.
9	File System	Directory Path Example: C:\Siebel\8.1\Client_1\SAMPLE\FILES Click Next.
10	Siebel Remote Server hostname	Keep the default Click Next.
11	Enterprise Server Information	Gateway Name Server address: localhost. Enterprise Server: Siebel Click Next.
12	Summary	Review the summary information. Click Install.
13	The installation progress is displayed
14	Success Message	Click Exit and Yes to leave the installer.

Configuring Siebel Tools to connect to the sample database

The following procedure must be followed to allow Siebel Tools to connect to the Siebel Sample Database:

1. 1. Use Windows Explorer to navigate to the Siebel Mobile Web Client installation directory.

2. 2. Open the uagent.cfg file in the client's BIN\ENU directory with Notepad.

3. 3. Copy the value of the ConnectString parameter in the [Sample] section of the uagent.cfg file to the clipboard.

4. 4. Navigate to the Siebel Tools installation directory.

5. 5. Open the tools.cfg file in the Siebel Tools BIN\ENU directory with Notepad.

6. 6. Overwrite the value of the ConnectString parameter in the [Sample] section of the tools.cfg file with the value you copied in step 3.

7. 7. Save and close all files.

Using the Demo Users Reference

The Demo Users Reference document in the Siebel Bookshelf (http://download.oracle.com/docs/cd/E14004_01/books/DemoUser/DemoUserTOC.html) can be used to find demo user accounts with different roles, which may be useful during exploration of standard Siebel CRM functionality.