Installing Siebel Tools - Siebel - CRM

Siebel Tools is a specialized Siebel CRM application that serves as the integrated development environment (IDE) for customization of all other Siebel applications. Siebel Tools can also be used in conjunction with the Siebel Sample Database for evaluation and research purposes.The executable behind Siebel Tools is siebdev.exe, which acts in a similar way to the siebel.exe program that supports the Siebel Mobile or Developer Web Client. The major architectural difference between Siebel Tools and other Siebel clients is that it executes as a Windows application rather than in a browser.Similar to the siebel.exe, the siebdev.exe program reads a configuration file (tools.cfg) and is able to connect to local or network data sources.

Apart from the necessity of having Siebel Tools available on the developer's workstation, it is quite common for Siebel Tools to be installed on computers whose users are not directly involved in customizing Siebel applications, for example business analysts. Also, administrators will find Siebel Tools useful in order to stay current with the development team or adjust object settings themselves.

The Oracle Universal Installer has been used to install Siebel Tools since Siebel CRM version 8.1.1.0. Previous versions of Siebel CRM used the InstallShield wizard.The following table describes the process of installing and configuring Siebel Tools:

Table:-

process of installing and configuring Siebel Tools

process of installing and configuring Siebel Tools

Verifying successful Siebel Tools installation

To verify the successful installation of Siebel Tools, we navigate to the Windows start menu and locate the new program folder. The name of the program folder is for example Tools1. We start Siebel Tools by clicking the shortcut. At first launch, the license agreement is displayed, which we should agree to. In the login dialog, we enter SADMIN as the username, provide the correct password, and select Server in the Connect to dropdown box.

When the application is completely launched, we should see the Object Explorer window to the left.To verify that repository metadata has been properly loaded into the Siebel server database, we click the Application object type in the Object Explorer window. A list of applications is displayed. The following screenshot shows the successfully installed Siebel Tools application with the list of application definitions in the Siebel Repository:

Figure

successfully installed Siebel Tools application with the list of application definitions in the Siebel Repository

In the unlikely situation that the installation of Siebel Tools has failed, we should consult the installer log file. After correction of the problem, it is recommended to uninstall Siebel Tools (if possible) and attempt the installation again.

Configuring Siebel Tools for the Siebel Sample Database

If we wish to use Siebel Tools to connect to the Siebel Sample Database, we have to modify the application configuration file for Siebel Tools. This file is named tools.cfg and resides in the language-specific subdirectory of the Siebel Tools installation's bin folder.We open the tools.cfg file with a text editor of our choice and navigate to the [Sample] section.The only necessary change is to alter the path to the sse_samp.dbf file in the ConnectString parameter so that it points to the sample database already installed in the client directory. It is recommended to copy a working path from one of the Siebel client configuration files. The following screenshot shows the altered ConnectString parameter in the [Sample] section of the tools.cfg file:

Figure

altered ConnectString parameter in the [Sample] section of the tools.cfg file

Now, we can start Siebel Tools and log in as the Siebel Administrator (SADMIN) using SADMIN as the password and choose Sample in the Connect to dropdown box.The Siebel Sample Database contains exactly the same metadata repository that is imported during a server database installation. Therefore, it is ideal for research and training because any changes made—even erroneous ones—do not affect other users.On your demonstration machine, install Siebel Tools and configure the tools.cfg file so you can connect to the Siebel Sample Database.

Creating shortcuts for Siebel Tools

In a similar manner as discussed during the Siebel Developer Web Client installation, we can create shortcuts for Siebel Tools.By opening the properties for an existing default shortcut for Siebel Tools, we can observe that the application executable is different from siebel.exe, namely siebdev.exe, but takes similar parameters.

In addition to the parameters such as /d for the default data source, and /u and /p for username and password, siebdev.exe can be run from shortcuts or shell scripts with other parameters, which are described in the following table:

Table:-

Creating shortcuts for Siebel Tools

The following is a typical shortcut to launch Siebel Tools as SADMIN against the sample database:

D:SIA8TOOLSBINsiebdev.exe /c "D:SIA8TOOLSinenu ools.cfg" /d sample /u SADMIN /p SADMIN

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