Having installed the Siebel 17 software, there’s one more step before we can set up the logical Gateway, Enterprise, Siebel Server and Application Interface (what used to be the SWSE): install the Siebel database.
As part of the Siebel Server installation, you’ll have installed the Siebel Database Server components. You can find a traditional shortcut to the configuration tool on your start menu, just like the good old days. Invoke this, enter your database connectivity details and sit back while the installer does its thing:
I noted that the installation process is significantly quicker than it used to be, even though the database installer has a lot more work to do in setting up the repository tables for workspaces. After just over an hour, I have a Siebel database ready to use.
Within the Siebel Server bin folder, you’ll find a shortcut to the license key deployment tool (LicenseKeyModule.bat). Double click this and enter your database connection details:
Select the components you’d like to use in your development environment. Click “Apply” to finish the job:
We’re ready to rock – tune in tomorrow for a detailed guided to the Siebel Management Console and the process to deploy the Gateway, Enterprise, Siebel Server and AI.
So, it’s finally arrived – Siebel 17 is here!
Of course, I’ve immediately hammered my home broadband to download all 20 delightful gigabytes of installation material to give you the low down on how to set it all up.
I’ve prepared 4 VMs for my Siebel 17 environment:
- Siebel Web – will hold the Apache Tomcat applications for both the Siebel Management Console (SMC) and the OM “Application Interface” component – the new name for SWSE
- Siebel App – will hold the Gateway and Siebel Server components
- Siebel DB – runs an Oracle 12c database
- Siebel Client – we’ll put Tools on here, just for old times sake!
At the moment, we’re only really interested in the first three.
I take a moment, these days, to prep my machines before installing anything. This typically involves an installation of a Java SDK, an Oracle Client, all Windows updates, SQL Developer and so on. My machines were ready to go by the time I’d used SNIC.BAT to produce me some installers.
Haley, what are you still doing here?
Installing the Application Interface
Running the installer, I see a familiar sight in the usual Siebel install wizard:
Some familiar and not so familiar installation options
Clearly, there are some new additions this time around! Installing the Application Interface requires the creation of a keystore and truststore, concepts that will be familiar to anyone who has used Tomcat in the past. I ran a few quick commands from my Java JDK bin folder to generate both. Note that there are some specific requirements for these files documented in Bookshelf and full instructions can be found in article Doc ID 2294567.1 on My Oracle Support. Note, you’ll need to substitute your host FQDN in place of <my-host.local>:
keytool -genkey -alias siebel -keystore siebel_keystore.jks -keyalg RSA -sigalg SHA1withRSA -dname "cn=my-host.local"
openssl req -new -keyout c:\ca\private_key_file -out c:\ca\certificate_authority_name -subj "/CN=my-host.local"
openssl x509 -signkey c:\ca\private_key_file -req -days 3650 -in c:\ca\certificate_authority_name -out c:\ca\caroot.cer -extensions v3_ca
keytool -certreq -alias siebel -keystore siebel_keystore.jks -file c:\keys\keystore_file.csr
echo 1234 > c:\ca\serial.txt
openssl x509 -CA c:\ca\caroot.cer -CAkey c:\ca\private_key_file -CAserial c:\ca\serial.txt -req -in c:\keys\keystore_file.csr -out c:\keys\keystore_file_signed.cer -days 365
keytool -import -alias localhost -file c:\ca\caroot.cer -keystore C:\keys\siebel_keystore.jks
keytool -import -alias alias_name -file C:\keys\keystore_file_signed.cer -keystore C:\keys\siebel_keystore.jks
Specify the siebel_keystore.jks for both the keystore and truststore files created above in the installation process, along with your chosen password.
During the installation process, you need to choose and note down ports for each of the Tomcat REST facades that will sit atop the Siebel components. These facades abstract a management interface that allows configuration and maintenance centrally, from the Siebel Management Console. It’s important that you write these down, though they can be derived by referring to the Tomcat configuration files within the applicationcontainer folder in each of your component installations. I’ve opted to use a standard range for each component across the HTTPS, HTTP and Shutdown ports respectively:
- Application Interface: 9011, 9012, 9013
- Gateway: 9021, 9022, 9033 (with 9034 as the Gateway TLS port)
- Siebel Server 1: 9031, 9032, 9033
Installing the Enterprise Server
The Enterprise Server installation is much the same and I elect to install the Gateway and Siebel Server separately, by invoking the installer two more times, picking a different installation folder and set of ports for each.
Not much else to do now but click “Next” and await success.
War file deployed, installation complete. Phew!
Okay, so I’ve only just scraped the tip of the Siebel 17 iceberg, by installing the base software. There’s a lot more to do to get my Siebel 17 environment up and running. Stay tuned for the next instalment!
I’ve just seen a load of excellent posts on John Bedford’s “Oracle Siebel CRM” blog, answering many of the frequently asked questions related to the upcoming release of Siebel IP 2017:
There are also a number of Web Casts available from the Oracle University site, including some demonstrations and discussions around the new Siebel Composer functionality:
Some really interesting reading in there and I cannot wait for the GA release! I’ve some VMs prep’d and ready… must be coming soon!
Stay tuned for more information and hopefully and in depth review!
My time away from Siebel is almost at an end: we’re looking at our Siebel 8.1 UCM service and are kicking off a project to bring in IP 2017. I’ll admit to being quite excited about getting back onto familiar ground and to see what has become of my beloved technology.
This is a big deal for us, as we’re not only upgrading Siebel but potentially moving to a cloud infrastructure, upgraded OS and the UCM product brings with it a whole raft of additional software changes: Oracle EDQ, the deprecation of IIR and Haley Business Rules, all make this an interesting technical and functional challenge.
I was hoping to see IP 2017 surface in May, but it’s now June and no sign of a download. However, there are signs that Oracle are gearing up for the official General Availability release. I noted recently that my old friend John Bedford has posted up details of some IP 2017 Webinar sessions being run by Oracle. My team and I will following these with great interest – and I’m sure we’re not the only ones excited about the possibilities of CRM Composer. You can find details of the sessions, as well as instructions for registration, on John’s official Oracle Siebel Blog.
Stay tuned for a full IP 2017 breakdown and review, on this site, as soon as it becomes GA.
Oracle XE is a a bit of beast, a pain in the proverbial to install and overkill for the purpose of a local Siebel database. However, it is at least an Oracle database and not a Sybase database, as it was in days gone by.
What this means is that it is possible to use Oracle tools to access and manipulate the data. Gone are the days of disql and it’s more than limited functionality. We can now access the local and sample databases using SQL Developer and other Oracle tools, such as import / export and data pump. I used this fact to my advantage, recently, to populate a fresh Siebel 16 server installation with demo data. This lets me use the full gamut of thin client apps, with useful data and users.
Terry Smythe’s Accounts!
Install the Sample DB
First up, we need to install the XE sample using the Tools or Client installers. All straight forward (as of 16.2, anyway) and you’ll be left with an XE Service that’s running and listening on localhost, port 1521.
Reset the System Password
We now need to get access to the system account, so that we can mess around. Bring up a command prompt and enter:
connect / as sysdba
alter user system identified by system;
This will reset the “system” password. Note that SADMIN and SIEBEL use the equivalent value for logging in.
Export the XE Sample Data
You can use Oracle Data Pump (impdp / expdp) to do this, but I found it to be a bit of a hassle – my target is an RDS instance on Amazon, so I’d have to push a load of files up in order for data pump to suck them in. As it is, I used the old fashion import / export (imp / exp) commands in XE to do the job.
First up, we don’t want all the data from sample – we really only want “S_” tables and we want to exclude the Repository tables. As such, I selected out the tables I wanted directly from S_TABLE:
SELECT NAME FROM SIEBEL.S_TABLE
WHERE TYPE <> 'Repository'
AND NAME LIKE 'S_%'
ORDER BY NAME ASC
I then saved this to a text file (tables.par) and modified this to work as a parameter file input into the “exp” command:
I then initiated an export from my XE database. Note that the exp command can be found in the Tools installation folder, <TOOLS>\oraclexe\app\oracle\product\11.2.0\server\bin:
exp SIEBEL/SIEBEL@SAMPLE_XE BUFFER=16384 FILE=C:\Oracle\Exp\Sample.dmp GRANTS=N TRIGGERS=N CONSTRAINTS=N STATISTICS=NONE PARFILE=C:\Oracle\Exp\tables.par
This took roughly 15 minutes to complete and I’m left with a “.dmp” file of around 4GB in size.
Import the Sample Data into Oracle Server
You can probably guess the next step – using the “imp” command to import the data into my Server Oracle instance. The process is much the same as for export – the main point of note here is that we want to explicitly ignore errors. Even though we’re pushing sample data into a “clean” Siebel Database, there’s still a load of seed data in there that we don’t want duplicated. By ignoring errors, the indexes will keep duplicates out while allowing the whole process to complete without terminating:
imp SIEBEL/SIEBEL@TARGET FROMUSER=SIEBEL TOUSER=SIEBEL BUFFER=16384 FILE=C:\Oracle\Exp\Sample.dmp IGNORE=Y PARFILE=tables.par
Create our test users
Now that we have all the sample data in the server DB, we must create some users to match the thousand or so S_USER records that have been created for our use across the sample system. Again, I put Oracle’s own tools to good use and created a SQL script in SQL Developer:
SELECT 'GRANT CONNECT TO ' || LOGIN || 'IDENTIFIED BY ' || LOGIN || '; ' || 'GRANT SSE_ROLE TO ' || LOGIN
WHERE LOGIN NOT IN ('SADMIN', 'SIEBEL', 'GUESTCST', 'GUESTERP', 'LDAPUSER')
Execute this script and users will be created. Be careful to exclude any users you don’t want to affect (SIEBEL and SADMIN being the main ones) as the script will reset their passwords. You can find a list of relevant test users for each Siebel vertical in this Bookshelf Guide.
Login as Casey Cheng!
It’s what you’ve always wanted, right? Fire up Siebel Call Center and login as CCHENG. Ah, memories!
Now sit back and enjoy perusing the sample data from the comfort of your full Siebel installation.