Installing and configuring the Siebel Management Server - Siebel - CRM

The Siebel Management Server installers are available from The process of downloading and extracting the installation images has been described in detail.The Siebel Management Server is only supported on Microsoft Windows operating systems.The major reason for this limitation is that it comes preconfigured for the ADM functionality, which includes a small Sybase database for holding ADM-related information.Siebel CRM supports Sybase databases only on Windows platforms.

Prerequisites for the Siebel Management Server

The following prerequisites must be met before we begin with the installation and configuration of the Siebel Management Server:

  • Java Development Kit (JDK) 1.5 or higher is installed
  • Java Runtime Environment (JRE) 1.5 or higher is installed
  • A recent framework (version 5.8 or higher) for the Perl programming language is installed (Perl scripts are used to generate configuration files)
  • There is no drive mapped using the letter Z: (to avoid error messages during configuration)
  • A Siebel user account is created in all Siebel enterprises with the same username and password (cross-enterprise user account)
  • A local service owner account has been created during the Siebel Server installation
  • The Siebel Server's bin directory is added to the PATH environment variable

About the cross-enterprise user account

The Siebel Management Server uses the same mechanisms of user authentication as all other Siebel CRM software. In other terms, users who want to log in to the Siebel Management Server must be registered as a Siebel user with the following responsibilities:

  • MgmtSrvr-Admin (general administrative privileges)
  • MgmtSrvr-Deploy&Execute (for ADM deployment)
  • MgmtSrvr-Monitor (for Siebel Diagnostic Tool)
  • Siebel Administrator

The user must have an account in each authentication system used.If more than one authentication system is used for the different Siebel enterprises, then the user account must have the same password in all authentication systems.The user account must also be granted the privileges to log on to the Siebel Gateway Name Server. If the Siebel Gateway Name Server or the Siebel Server Manager use database authentication, then the user must be associated with the Siebel Administrator responsibility. If directory server authentication is used, "Siebel Administrator" must be in the list of the account's common name field in the directory.

Adding the Siebel Server bin directory to the PATH environment variable

We must add the path to the Siebel Server's bin directory to the Windows system environment variable named Path because of the fact that the Perl scripts, used to register Siebel Management Agents, call the srvrmgr executable.

We can use the Properties window for the My Computer icon and navigate to the list of system environment variables.Select the Path system variable and click Edit. Then copy and paste the exact path to the Siebel Server's bin directory at the beginning of the variable value text and add a semicolon after the pasted text.If you wish to follow along with this chapter and install and configure the Siebel Management Server infrastructure on your demonstration machine, ensure that the prerequisites described above are met.

Installing the Siebel Management Server on Microsoft Windows

Because the configuration steps require access to executables such as srvrmgr in the Siebel Server's bin directory, it is generally recommended to install the Siebel Management Server on a machine that hosts a Siebel Server installation. As indicated before, the machine must run under a Microsoft Windows operating system.

We start the installation of the Siebel Management Server by double-clicking the setup.exe program in the Siebel_Management_Server folder of the Siebel installation image.The following table describes the steps and dialogs of the InstallShield wizard and the Siebel Configuration wizard:

Table:-

steps and dialogs of the InstallShield wizard and the Siebel Configuration wizard

Verifying the successful installation and configuration of the Siebel Management Server

In order to verify the successful installation and configuration of the Siebel Management Server, we should open the Windows Services console and look for a new system service named Siebel Management Server (port 1099).The port number may vary depending on the values we provided during the configuration process.The following screenshot shows the properties dialog for the Siebel Management Server system service created by the Siebel Configuration Wizard:

Figure:-

properties dialog for the Siebel Management Server system service created by the Siebel Configuration Wizard

To further verify the installation and configuration, we should start the Management Server service.Even if no Management Agent is installed at this moment, we should be able to log on to the Diagnostic Tool using the cross-enterprise user account we created earlier.After starting the Management Server service, we open a browser window and navigate to a URL similar to the following:

In the above example, hostname should be replaced with the name of the machine where the Siebel Management Server is installed. If we used a port number other than 8080, it should be changed as well.The browser should display the login dialog for the Siebel Diagnostic Tool, as shown in the following screenshot:

Figure:-

browser should display the login dialog for the Siebel Diagnostic Tool

We should be able to log in with the cross-enterprise user account we created earlier.

After login, we receive an error message "Unable to load enterprise / server information…", which is an expected behavior since the configuration of the Diagnostic Tool has not yet been completed.The presence and successful start of a Windows system service and the ability to log on to the Diagnostic Tool completes the verification steps for the Siebel Management Server installation and configuration.

If the verification steps are not successful, it is recommended to inspect the log files. Before attempting a new installation of the Siebel Management Server, we must remove the system service with the Microsoft Windows sc command.On your demonstration machine, install and configure the Siebel Management Server according to the instructions above.


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