Oracle Siebel CRM 8 Installation and Management
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Preparing the Siebel database

At a typical customer site, the IT department will already have multiple relational databases in place for their existing enterprise systems. To prepare the installation of Siebel CRM, we have to ensure that sufficient tablespace is provisioned on the RDBMS.

The following is an example for the Oracle database and assumes that the Oracle RDBMS has already been installed and a database instance has been created following the instructions in the Siebel Installation Guide.

We can use an SQL script similar to the sample code below via the command line or any suitable software tool to create two tablespaces, one for the Siebel tables and the other for the indexes. This is a recommended practice as the Siebel installation wizard will prompt us for the names of two tablespaces.

rem ================================================
rem create initial tablespace for Siebel data tables
rem ================================================
CREATE SMALLFILE TABLESPACE "SIEBELDB_DATA" DATAFILE 'C:\ORACLE\PRODUCT\10.2.0\ORADATA\ORCL\SIEBELDB_DATA.DBF' SIZE 500M AUTOEXTEND ON NEXT 10M MAXSIZE UNLIMITED LOGGING EXTENT MANAGEMENT LOCAL SEGMENT SPACE MANAGEMENT AUTO;
rem ============================================
rem create initial tablespace for Siebel indexes
rem ============================================
CREATE SMALLFILE TABLESPACE "SIEBELDB_IDX" DATAFILE 'C:\ORACLE\PRODUCT\10.2.0\ORADATA\ORCL\SIEBELDB_IDX.DBF' SIZE 500M AUTOEXTEND ON NEXT 10M MAXSIZE UNLIMITED LOGGING EXTENT MANAGEMENT LOCAL SEGMENT SPACE MANAGEMENT AUTO;

When we run this script, one tablespace named SIEBELDB_DATA and a second one named SIEBELDB_IDX with an initial size of 500 MB will be created. Both tablespaces will be automatically extended by intervals of 10 MB with no limit.

Other tasks for the process of preparing the Oracle database for an initial Siebel CRM installation include:

  • Setting global parameters for the database
  • Sizing the redo logs
  • Creating additional tablespaces
  • Setting user roles and privileges

We can use the management tools provided by the database vendor to inspect the Siebel database and verify the settings. The following screenshot shows information about the two tablespaces for the Siebel database in Oracle Enterprise Manager:

Note

If you wish to follow along with your own installation of Siebel CRM, you can use the Follow Me boxes in the chapters of this book.

As we have discussed the database settings, you can start with installing and setting up an Oracle 10g or 11g enterprise database on a machine that suits the hardware requirements for a simple test instance. The author's recommendation is to use a virtual machine with a fully licensed Microsoft Windows Server operating system.

You should run this virtual machine on a physical host machine with at least 2 GB (4 GB is better) of physical memory and sufficient disk space (20 GB of free disk space is a minimum to store the installation, database, and Siebel software installation files). Any modern laptop or desktop model should have sufficient CPU power to support your first Siebel CRM installation. However, you should take care and invest some time to limit the memory footprint of the virtual machine to an absolute minimum. You can do so for example by setting unnecessary services to manual start.

If you need to download the Oracle database installers, visit otn.oracle.com and navigate to the download section for the Oracle database software. In the OTN License agreement available at http://www.oracle.com/technology/software/popup-license/standard-license.html, Oracle grants us a

"…nonexclusive, nontransferable limited license to use the programs only for the purpose of developing, testing, prototyping and demonstrating…"

Follow the instructions in the Oracle documentation to install the Oracle database server. You might want to check the sample database option, which has the benefit that when the installer finishes, a database instance (ORCL) is already present.

Once you have installed and started the Oracle database, you can modify and run the scripts explained in this chapter or use your tool of choice to create the tablespaces for the Siebel database.