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Siebel CRM Part 6: Configuring the Siebel Database

The final step before we can start the Siebel Server installation is to configure the database server. In the last article in this series we completed the following tasks: Installation of the Oracle Database server on the Amazon server called Siebel Database Server. Creation of an Oracle Database called “SiebelDB”. Installation of the Oracle Client on all the servers. Before

The final step before we can start the Siebel Server installation is to configure the database server. In the last article in this series we completed the following tasks:

  1. Installation of the Oracle Database server on the Amazon server called Siebel Database Server.
  2. Creation of an Oracle Database called “SiebelDB”.
  3. Installation of the Oracle Client on all the servers.

Before we can proceed with the Siebel Installation, we need to complete the following steps:

  • Ensure that all Oracle clients are able to communicate with the Oracle Database Server.
  • Create the Table Space and the Index space for the Siebel Installation.
  • Run the grantusr.sql script to create Siebel-specific users.

Configuring the Oracle Client

Before we start the Oracle Client configuration, it is prudent to boot up all the servers in the Amazon instance. This is a good exercise for the following reasons:

  1. The TNS Listener and the other database services can recycle properly.
  2. Any blocked memory can be released.

The sequence for the restart is as follows:

  1. Shut down the Siebel Web_Gateway_Server.
  2. Shut down the Siebel_Application_Server.
  3. Shut down the Siebel Database Server.
  4. Restart the Siebel Database Server and wait for all of the Oracle services to start up.
  5. Start the Siebel Web_Gateway_Server.
  6. Start the Siebel_Application_Server.

The server shutdown and the restarts can be performed from the Amazon console.

Right Click on the Server name and choose the image state. This will give you the shutdown and restart options.

Once the steps above are complete, log on to the Siebel Database server using terminal services.

Navigate to “D:\Oracle_DB_Server\product\12.1.0\dbhome_1\NETWORK\ADMIN“.

Copy the three “.ORA” files. These need to be copied to “D:\Oracle_Client\product\11.2.0\client_1\network\admin” on all the servers. Overwrite any existing files.

Navigate to Oracle-OraClient11Home1 -> Application Development-> SQL Developer.

If the Java client is set up properly with the correct environment variables, the SQL developer application should open up correctly without any issues.

Right click on the connections and choose New Connection.

In the new connection window, the connection options should be chosen as shown in the image above and described below:

  1. Connection Name: Can be anything
  2. Username: SYS (This is one of the few logins enabled during the Oracle Database server installation)
  3. Password: The password which was chosen during the Oracle Database server installation.
  4. Connection Type: Basic
  5. Role: SYSDBA. (This must be chosen otherwise you will be unable to logon as SYS)
  6. Hostname: Hostname of the Oracle Database Server.
  7. Port: 1521
  8. Service Name: SiebelDB

Click on Test. If the setup has been done correctly, the Status should show a success.

This test must be done from all the three servers to ensure that all the Oracle Clients on the servers are able to communicate with the Oracle Database Server. If SQL Developer opens up from all three servers and we are able to communicate, then the clients have been installed and configured correctly.

Create the Index and the Data Table Spaces

Oracle recommends that the Siebel tables and indexes be loaded into different table spaces, separately from the default Oracle tablespaces. This is done primarily to have control over performance and separate out the core database server functions from the Siebel Database operations.

From any of the open SQL Developer sessions from the previous steps, run the following SQL Commands:

Execute the SQL and commit. This will create the table spaces for the indexes and the tables.

Grantusr Script

Grantusr.sql is a script which has been created by Oracle to create the default administrative Siebel users and grant them access to the tablespaces created in the previous steps. The file in its default format normally gets copied when we install Siebel. However, since we have not reached that step yet, we can use the SQL below to run it.

Please pay particular attention to the text in red. The script above is slightly different from the default grantusr script since we are using multiple tablespaces rather than the single tablespace the script is designed to use. The SQL is performing the following tasks:

  1. Creating the SSE Role. This is required for all Database users of the application.
  2. Creating the TBLO Role. This is the table owner role and used only for the SIEBEL USER.
  3. Creating the Siebel (Table Owner), SADMIN (System Administrator) and LDAPUSER (Standard user for LDAP) users.

Execute the entire code above using SQL developer and commit the changes once executed. This will complete all the database activities. We are not yet ready for installing and configuring Siebel.

In the next article in this series, we will start the installation of the Siebel application servers for the sandbox environment.