Analytics1 PDF

SIEBEL eBUSINESS APPLICATIONS
SIEBEL eBUSINESS
ANALYTICS INSTALLATION
AND ADMINISTRATION GUIDE
SIEBEL 2000
VERSION 6.3, REV. A
10PA1-AI01-06300
DECEMBER 2000
Siebel Systems, Inc., 2207 Bridgepointe Parkway, San Mateo, CA 94404
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Siebel eBusiness Analytics Installation and Administration Guide
Contents
Introduction
Who Should Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-2
How This Guide Is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-3
Whats New in This Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-3
Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-4
Contacting Siebel Technical Support . . . . . . . . . . . . . . . . . . . . . . . . Intro-6
Siebel Systems Welcomes Your Comments . . . . . . . . . . . . . . . . . . . Intro-7
Chapter 1. Overview of Siebel eBusiness Analytics

Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Third-Party Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Data Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Server and Client Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
Hardware and Software Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
Siebel eBusiness Data Warehouse Requirements . . . . . . . . . . . . . . . . . . . .1-12
Planning the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14
The Administrator Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-14
The Siebel Server Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-14
The Web/Analysis Server Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-15
The eBusiness Data Warehouse Server Machine . . . . . . . . . . . . . . . . . . . .1-15
Required Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .1-16
Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17
Version 6.3, Rev. A Siebel eBusiness Analytics Installation and Administration Guide iii
Contents
Chapter 2. Installing on the Siebel Server Machine

Siebel Server Machine Installation Overview . . . . . . . . . . . . . . . . . . . . 2-2
Install SMDB on the Siebel Server Machine . . . . . . . . . . . . . . . . . . . . . 2-3
Create Database Connections for Informatica Repository . . . . . . . . . . . . 2-7
Configure Informatica Components . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9
Install BusinessObjects Desktop Products . . . . . . . . . . . . . . . . . . . . . . 2-17
Chapter 3. Installing on the eBusiness Data Warehouse

Server Machine
eBusiness Data Warehouse Server Machine Installation Overview . . . . . . 3-2
Install Informatica Client Software . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Create Database Connections for Informatica . . . . . . . . . . . . . . . . . . . . 3-4
Register and Edit Repository in Informatica Server Manager . . . . . . . . . . 3-6
Install Informatica Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Start Informatica Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Chapter 4. Installing on a Web/Analysis Server Machine

Web/Analysis Server Machine Installation Overview . . . . . . . . . . . . . . . 4-2
Install BusinessObjects WebIntelligence Server Software . . . . . . . . . . . . 4-3
Chapter 5. Installing on the Administrator Workstation

Administrator Workstation Installation Overview . . . . . . . . . . . . . . . . . 5-2
Install Informatica Client Software . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Install BusinessObjects Desktop Products . . . . . . . . . . . . . . . . . . . . . . . 5-8
Creating Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Connecting to the Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13
iv Siebel eBusiness Analytics Installation and Administration Guide Version 6.3, Rev. A
Contents
Install SMDB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15

Configure BusinessObjects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-18
Creating Connections in SetupAnalysisDW . . . . . . . . . . . . . . . . . . . . . 5-21
Updating Table Owners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23
Chapter 6. Installing on a Client Workstation

Client Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Account Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Client Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Install Siebel eBusiness Analytics Client . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Load the Client BusinessObjects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Chapter 7. Administration and Troubleshooting

Administration Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Populating the Siebel eBusiness Data Warehouse . . . . . . . . . . . . . . . . . . . 7-2
Adding New Client Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7
Troubleshooting Hints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9
Chapter 8. Extending the Siebel eBusiness Data Warehouse

Guidelines for Extending the Siebel eBusiness Data Warehouse . . . . . . . . 8-2
Identifying Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Select Universes and Star Schemas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Design the ETL Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Add Fields to Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Rebuild the Siebel eBusiness Data Warehouse . . . . . . . . . . . . . . . . . . . . . 8-3
Add the Fields into the Universes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Index
Version 6.3, Rev. A Siebel eBusiness Analytics Installation and Administration Guide v
Contents
vi Siebel eBusiness Analytics Installation and Administration Guide Version 6.3, Rev. A
Introduction
Who Should Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-2
How This Guide Is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-3
Whats New in This Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-3
Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-4
Contacting Siebel Technical Support . . . . . . . . . . . . . . . . . . . . . . . . Intro-6
Siebel Systems Welcomes Your Comments . . . . . . . . . . . . . . . . . . . Intro-7
Version 6.3, Rev. A Siebel eBusiness Analytics Installation and Administration Guide I n tr o - 1
Introduction
Who Should Use This Guide
Who Should Use This Guide Intro
This guide explains how to install and administer Siebel eBusiness Analytics and its
related components.
The audience for this guide consists of:
Database Persons who administer the database system, including data

Administrators loading; system monitoring, backup, and recovery; space
allocation and sizing; and user account management.
Siebel Application Persons responsible for planning, setting up, and maintaining
Administrators Siebel applications.
Siebel Application Persons who plan, implement, and configure Siebel applications,
Developers or possibly adding new functionality.
Configurators
Siebel System Persons responsible for the whole system, including installing,
Administrators maintaining, and upgrading Siebel applications.
To complete an installation, you must have Administrator access to the computers

and know how to create connections into the database using ODBC.
In t ro - 2 Siebel eBusiness Analytics Installation and Administration Guide Version 6.3, Rev. A
Introduction
How This Guide Is Organized
How This Guide Is Organized Intro
This guide is organized according to the sequence of events necessary to complete

the installation for an enterprise.
The Overview explains what components (especially third-party components)

need to be installed and on what computers. This is a multi-computer product.
There is one chapter for each computer type on which you install software. On
some of the computers you install server software, on others you install client
software.
Chapter 7, Administration and Troubleshooting covers the ongoing tasks

administrators need to perform, as well as some troubleshooting hints.
The optional steps of adding additional fields into the Siebel eBusiness Data
Warehouse and making them available in the universes are in Chapter 8,
Extending the Siebel eBusiness Data Warehouse.
Whats New in This Release Intro
Version 6.3 of Siebel eBusiness Analytics has several new features:
Feature Description
Name change and separate Siebel eBusiness Analytics was formerly the
licensing eIntelligence features within Siebel Marketing. In this
6.3 release, you can license each product separately.
Graphic appearance changed The graphing has changed to use the Power Query
graphing modules.
New data integration engine Informatica is the new data integration engine,
replacing Sagent. Note that there is no upgrade path
from Sagent to Informatica.
NOTE: Your Siebel implementation may not have all the features described in this
guide, depending on the software modules you have purchased.
Introduction
Additional Documentation
Additional Documentation Intro
The following documentation also provides information on the topics addressed in

this guide:
Siebel Applications Administration Guide

Siebel Field Service Guide
Siebel System Requirements and Supported Platforms
Siebel Release Notes
Using Siebel eBusiness Analytics
Siebel eBusiness Analytics uses documentation supplied by BusinessObjects. You

can find these documents on the bookshelf CD that came with Siebel eBusiness
Analytics, inside the ThirdParty\businessobjects folder.
Broadcast Agent Administrators Guide

BusinessObjects Users Guide
Deployment Guide
Installation and Update Guide
Supervisors Guide
WebIntelligence System Administrators Guide
Siebel eBusiness Analytics uses documentation supplied by Informatica. You can

find these documents on the bookshelf CD that came with Siebel eBusiness
Analytics, inside the ThirdParty\informatica\eBusiness
datawarehouse\PowerCenter folder.
Administrator Guide
Installation and Configuration Guide
Troubleshooting Guide
User Guide
This guide does not provide information about general software concepts, such as
records and queries, or about using Microsoft Windows. Neither does it provide
instructions for basic navigation of Siebel applications. For this kind of information
about Siebel applications, refer to Siebel Basics.
Introduction
Additional Documentation
Administrators and developers, such as marketing administrators, call center

administrators, and application developers, should also read Siebel Applications
Administration Guide for information on how to set up and maintain Siebel
applications features.
You will find information about Siebel Technical and Professional Services in Guide
to Siebel Global Services.
For copies of these documents, use Siebel Books Online, accessible through the
Global Services tab on the Siebel Systems Web site (http://www.siebel.com).
Through Siebel Books Online, you can order additional Siebel documentation.
For the most current and accurate documentation, see the Documentation Updates
section of the Siebel SupportWeb site (http://supportweb.siebel.com). The
SupportWeb page contains changes that we have made to the documentation since
it was released.
Another source of information is Siebel Online Help.
Introduction
Contacting Siebel Technical Support
Contacting Siebel Technical Support Intro
Do you know how to access Siebel Technical Support? It is crucial that you
understand the requirements for getting support before you encounter technical
issues that require Siebel Technical Supports assistance. This will facilitate smooth
resolution of your issues. If you have questions, please dont hesitate to contact us.
To maximize your knowledge of Siebel products and your return on investment:
You must attend Siebel training to become a designated contact.

Your Siebel-trained designated contacts provide technical support to your users.
Siebel Technical Support provides support directly to your designated contacts
only.
To provide efficient, timely support and access to the Technical Support knowledge
base:
Siebel Technical Support is primarily Web-based, accessed through Siebel

SupportWeb (http://supportweb.siebel.com). Please submit new service
requests to us through SupportWeb, where you can also search the knowledge
base for solutions.
Designated contacts receive read/write access to Siebel SupportWeb. All other

project team members at your company receive read-only accounts so that they
can access the knowledge base.
To register for Siebel training, please access http://www.siebel.com/education/ and

choose Implementation Team Training.
Please submit your technical issues and updates to Siebel SupportWeb

(http://supportweb.siebel.com). If you do not have a SupportWeb account, or if
you have a question, please contact us at support@siebel.com or call your local
Siebel Support Center below:
North America: +800 214 0400 or +1 650 295 5724
Brazil (So Paulo): +55 11 5110 0800
UK (London): +44 800 072 6787 or +44 1784 494949
Germany (Munich): +49 89 957 18 400
Introduction
Siebel Systems Welcomes Your Comments
France (Paris): +44 800 072 6787 or +44 1784 494949
Japan (Tokyo): 0120 606 750 (Japan domestic only),

+81 3 5469 3811 (outside of Japan)
Singapore: +65 212 9266
Outside of local support center hours, Gold and Rollout Support Option customers
can call +1 800 214 0400 or +1 650 295 5724.
We appreciate your business and look forward to working with you.
Siebel Systems Welcomes Your Comments Intro
To help us with future versions, we want to know about any corrections or

clarifications that you would find useful. Please include in your message:
The title and version of this guide

Your name, company name, job title or functional area, phone number, and
email address
Contact us through regular mail or email at:
Siebel Systems, Inc.

Technical Publications Department
2207 Bridgepointe Parkway
San Mateo, CA 94404-5009
doc@siebel.com
We appreciate your feedback.
Introduction
Siebel Systems Welcomes Your Comments
Overview of Siebel eBusiness Analytics 1
Purpose . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2
Third-Party Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3
Data Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5
Server and Client Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6
Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-9
Hardware and Software Requirements . . . . . . . . . . . . . . . . . . . . . . . 1-9
Siebel eBusiness Data Warehouse Requirements . . . . . . . . . . . . . . . 1-12
Planning the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14

The Administrator Workstation . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14
The Siebel Server Machine . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14
The Web/Analysis Server Machine . . . . . . . . . . . . . . . . . . . . . . . . 1-15
The eBusiness Data Warehouse Server Machine . . . . . . . . . . . . . . . 1-15
Required Reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-16
Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17
Version 6.3, Rev. A Siebel eBusiness Analytics Installation and Administration Guide 1-1
Overview of Siebel eBusiness Analytics
Purpose
Purpose 1
Siebel eBusiness Analytic Applications provide managers and executives with the
power to measure and evaluate business performance across customers, products,
sales, marketing, and service. From the CEO reviewing the state of the business to
the service manager reviewing the state of customer satisfaction, Siebel eBusiness
Analytics enables users to analyze and improve operational execution. Siebel
eBusiness Analytic Applications include:
Siebel eIntelligence. Siebel eIntelligence provides analyses for strategic insight

into customers' preferences, interaction patterns, and behavior. This includes a
library of prebuilt reports for sales, marketing, and service users and ad-hoc
querying capabilities. Out-of-the-box analyses cover these key categories
(licenses for each category can be purchased separately):
Marketing analyses for customer segmentation and to assess the effect of

marketing programs.
Sales analyses to track forecasts, revenue, competitors, and channel

performance.
Service analyses to monitor product quality, customer service, and

satisfaction.
Siebel eBusiness Data Warehouse. Siebel eBusiness Analytic Applications use

the underlying, prebuilt Siebel eBusiness Data Warehouse, a unified data
repository for all customer, sales, service, product, and marketing data. The
Siebel eBusiness Data Warehouse includes:
A data integration engine that combines data from Siebel eBusiness

Applications, other operational systems, and enterprise data warehouses.
An open architecture to allow organizations to use third-party analytical tools

in conjunction with the Siebel eBusiness Data Warehouse.
Prebuilt data extractors to incorporate data from external applications into

the Siebel eBusiness Data Warehouse.
1-2 Siebel eBusiness Analytics Installation and Administration Guide Version 6.3, Rev. A
Third-Party Products
Third-Party Products 1
Siebel eBusiness Analytics uses third-party products from Informatica and

BusinessObjects. Informatica extracts, transforms, and loads legacy, relational, and
ERP data into the Siebel eBusiness Data Warehouse. The load process builds a series
of star schemas in the Siebel eBusiness Data Warehouse, which are represented as
universes in BusinessObjects.
BusinessObjects can attach to these star schemas and display reports and graphs.
Siebel eBusiness Analytics is a front-end application that provides the definitions of
predefined reports to BusinessObjects, which then extracts data from the specified
universes and displays it within Siebel eBusiness Analytics. To the end user, the
reports appear to be created by Siebel eBusiness Analytics. On each report there is
a button named Launch Power Query, which provides access to a BusinessObjects
client application. Power Query is a user-level synonym for BusinessObjects.
This document uses brand-name terms for some of the third-party products.
Table 1-1 provides a list of these terms.
Table 1-1. Brand Names and Third-Party Terms
Brand Name Term Third-Party Term Description
Siebel eIntelligence BusinessObjects Prepackaged reports and analyses

built using BusinessObjects.
Siebel eBusiness Data Informatica PowerCenter and The components that draw data from
Warehouse Server PowerCenter.e the Siebel Transaction Database and
populate the Siebel eBusiness Data
Warehouse.
Siebel Extractor for Informatica PowerConnect for The component that draws data and
PeopleSoft PeopleSoft meta data from PeopleSoft ERP.
Siebel Extractor for SAP Informatica PowerConnect for SAP The component that draws data and
and Analytical Business Components metadata from SAP R/3
for SAP installations. It also includes
predefined mappings, mapplets,
source and target objects, and
transformations for data extraction
from SAP R/3.
Analysis Server WebIntelligence Server Delivers the reports and graphs to

the client workstations.
Third-Party Products
Siebel eIntelligence consists of several separate applications. They are:
Siebel eIntelligence WebIntelligence. This is a server application that acts like a

Web server. It extracts data from the Siebel eBusiness Data Warehouse and
delivers it to Siebel eBusiness Analytics and the Siebel eIntelligence client.
This is a client application that displays reports and

Siebel eIntelligence Client.
graphs and requests data from the Siebel eIntelligence WebIntelligence server.
Siebel eIntelligence Broadcast Agent. This is a report scheduler. It schedules

when the reports refresh after the Siebel eBusiness Data Warehouse build
completes.
Data Flow
Data Flow 1
Figure 1-1 illustrates the data flow for Siebel eBusiness Analytics.
Star Schema 1
Siebel Siebel eBusiness Data
Transaction Warehouse Server
Database Star Schema n
Siebel eBusiness
Data Warehouse
Figure 1-1. Siebel eBusiness Analytics Data Flow
For information on each universe and its fields (derived from the star schemas),
read Appendix A in Using Siebel eBusiness Analytics.
Server and Client Configuration
Server and Client Configuration 1
Siebel eBusiness Analytics requires software installed on your server machines.

Many of the components may be located on the same server machine; however,
Siebel eIntelligence Enterprise Server products (WebIntelligence) and Siebel
eIntelligence Desktop products should not reside on the same computer.
If desired, you can install each component on a separate server machine; however,
Siebel Systems strongly recommends that the nodes communicate over a dedicated
network to cope with the extra network traffic.
NOTE: Installation on a Windows NT Primary Domain Controller or Backup Domain

Controller is not supported (see Siebel Global Deployment Guide for more details).
Figure 1-2 shows the recommended configuration for the server components of
Siebel eBusiness Analytics.
Client Workstation(s)
Siebel eBusiness
Analytics Client
BusinesObjects Client
Siebel eBusiness Data Warehouse

Siebel eIntelligence Repository Web/Analysis Server machine
WebIntelligence Server
Informatica Repository
Administrator Workstation
BusinessObjects
Designer & Supervisor
Informatica Client
SMDB
eBusiness Data Warehouse

Server machine
Informatica Server
Informatica Client
Merant ODBC Drivers
Siebel Server machine

Siebel Server
SMDB
Siebel Transaction Database
Siebel ODBC Drivers
Business Objects
Figure 1-2. Recommended Siebel eBusiness Analytics Configuration
Siebel Systems recommends the use of multiple server machines for hosting the
server components. This document refers to these computers by the designated
names in Table 1-2.
Table 1-2. Designated Computer Names
Machine Server Components
Siebel Server machine Siebel Server

BusinessObjects
Siebel SMDB
eBusiness Data Warehouse Server machine Informatica Server

Informatica Client
Web/Analysis Server machine WebIntelligence Server
Administrator Workstation BusinessObjects Designer and Supervisor

Informatica Client
Siebel SMDB
NOTE: You should not install Siebel eIntelligence Desktop Products on the same
computer as Siebel eIntelligence WebIntelligence Server.
Requirements
Requirements 1
To install the Siebel eBusiness Analytics server components, the computers need to
meet the following conditions.
Hardware and Software Requirements 1
The complete installation requires multiple computers for the server components.
Each computer has its own requirements.
Siebel Server Machine Requirements

The Siebel Server machine holds the Siebel Server, Siebel eIntelligence Desktop
Products, and the Siebel SMDB. For requirements and installation of Siebel Server,
refer to Siebel Server Installation Guide. Siebel Server must be installed and
operating on the Siebel Server machine before installing Siebel eBusiness Analytics.
eBusiness Data Warehouse Server Machine Requirements

The eBusiness Data Warehouse Server machine must meet these requirements
before you can install:
Any IBM-compatible machine with a minimum of two Pentium 500-Mhz

processors or faster
At least 512 MB of RAM, 1 GB recommended

A hard disk with at least 150 MB of free space
A CD-ROM drive
NOTE: Do not install on Microsoft Windows NT Workstation.
Microsoft NT 4.0 Server (Service Pack 6a) (read Additional Requirements for
Windows NT on page 1-10)

Controller is not supported (read Siebel Global Deployment Guide for more details).
Requirements
In a distributed WebIntelligence solution, Siebel Systems strongly recommends that

the nodes communicate over a dedicated network to cope with the extra network
traffic. Make sure your Domain Name Service is properly configured.
Additional Requirements for Windows NT

If the eBusiness Data Warehouse Server machine uses Windows NT, the following
requirements must be in place to use the post-session email feature of Siebel
eBusiness Data Warehouse Server. This feature sends a confirmation email when
the Siebel eBusiness Data Warehouse is populated with new data.
A Microsoft Outlook mail client must be configured on the eBusiness Data

Warehouse Server machine. This works with all versions of Outlook except
Outlook 2000.
Microsoft Outlook must be running on the Microsoft Exchange server.

The user who sends post-session emails must have rights to start the Informatica
service.
This user must have a Microsoft Outlook account.

For more information, read Informaticas User Guide.
Web/Analysis Server Machine Requirements

The Web/Analysis Server machine must meet these requirements before you can
install:
Any IBM-compatible machine with a Pentium 200 or faster processor

At least 128 MB of RAM, 256 MB recommended
Requirements
A CD-ROM drive
Microsoft IIS V4.0
NOTE: Do not install on Microsoft Windows NT Workstation.
Microsoft NT 4.0 Server (Service Pack 6a)

Controller is not supported (read Siebel Global Deployment Guide for more details).
In a distributed WebIntelligence solution, Siebel Systems strongly recommends that

the nodes communicate over a dedicated network to cope with the extra network
traffic. Make sure your Domain Name Service is properly configured.
Administrator Workstation Requirements

The Administrator Workstation must meet these requirements before you can
install:
Any IBM-compatible machine with a Pentium 200 or faster processor

At least 128 MB of RAM, 256 MB recommended
A CD-ROM drive
Microsoft Windows NT Workstation or Microsoft Windows 2000
Requirements
Siebel eBusiness Data Warehouse Requirements 1
The Siebel eBusiness Data Warehouse is an OLAP database that holds the star
schemas created by Siebel eBusiness Data Warehouse Server and read by Siebel
eBusiness Analytics and Siebel eIntelligence. This database can be DB2 or Oracle.
NOTE: The user name and password for the Siebel eBusiness Data Warehouse must
be the same as for the Siebel Transaction Database. If they are not the same, you
will not be able to view the exception reports after building the Siebel eBusiness
Data Warehouse. This affects your ability to troubleshoot build problems.
DB2 Requirements
The following requirements apply to DB2 RDBMS usage:
IBM DB2 UDB for Windows NT, v6.1.

ODBC driver for all connections must use the IBM DB2 ODBC Driver.
Make the appropriate connections using DB2 Client Configuration Assistant.
All tablespaces (including System) should be of 16/32K page size and they
should be database-managed.
Datafile size must be at least 50% of Siebel Transaction Database size.

One login user needs to be created in an empty database. The database objects
will be created using this user login.
Make sure that isolation level is cursor stability.

Set the following parameters (read DB2 Database Configuration Guide).
locklist - 5,000
maxlock - 50
applheapsz - 2,560
logfilsiz - 2,500
logprimary - 5
logsecond - 20
Requirements
Oracle Requirements
The following requirements apply to Oracle RDBMS usage:
Oracle 8.1.6.
Make the appropriate connections using Oracle Net8 Assistant.
NOTE: ODBC drivers for connections to the Siebel eBusiness Data Warehouse are
different for the eBusiness Data Warehouse Server machine and Web/Analysis
Server machine. The drivers are included as part of the installation package.
The user accounts that access the database must have SSE_ROLE and be set
so that the ddl commands can be run (permissions to create tables).
The database should be created with the maximum allowable DB_BLOCK_SIZE

parameter.
Tablespace for Siebel eBusiness Data Warehouse should be at least 50% of Siebel
Transaction Database size. Default Pctincrease should be zero. Default Initial
and Next extent size should be 20M.
Create a login user with the above mentioned tablespace as the default
tablespace. The database objects will be created using this user login.
The temporary tablespace should have adequate space.

Set the following DB parameters (read Oracle Database Configuration Guide):
db_file_multiblock_readcount, db_file_direct_io_count,
sort_multiblock_read_count should have high value.
Sort_area_size = 10M.
Planning the Installation
Planning the Installation 1
Before installing Siebel eBusiness Analytics, you should plan the installation using
the information provided in this document and in documents from third-party
suppliers.
NOTE: There is no upgrade path from previous versions to the 6.3 version.
The recommended installation designates four computers, but this quantity needs
to be adjusted based on availability of computers and the volume of work they must
handle.
The Administrator Workstation 1
In a standard installation, the Siebel Server machine has the BusinessObjects

Designer and Supervisor applications and the eBusiness Data Warehouse Server
machine has the Informatica Client application. The Administrator Workstation has
copies of the BusinessObjects Designer and Supervisor applications and the
Informatica Client application. These applications are copied to the Administrator
Workstation to provide convenient access to them. In some companies, all server
machines are kept in locked rooms with restricted access. The Administrator
Workstation can be located in a private or public workspace away from the secure
server room, providing easy access.
The Administrator Workstation is optional, but strongly recommended. Typically

you would install these applications on the existing workstation of the person who
is to take on the designer role. You do not need to obtain a computer solely
dedicated to being an Administrator Workstation. A dedicated computer is
preferred, but not required.
The Siebel Server Machine 1
Your company may have one or multiple Siebel Server machines. When you install
Siebel eBusiness Analytics, you need to install software onto one of your existing
Siebel Server machines. You should not install onto more than one Siebel Server
machine.
The Web/Analysis Server Machine 1
Depending upon the number of concurrent users who will be accessing Siebel
eBusiness Analytics reports, you may need one or multiple Web/Analysis Server
machines. Each Web/Analysis Server machine should be dedicated to running
BusinessObjects WebIntelligence. Consult the BusinessObjects WebIntelligence
System Administrators Guide.
The eBusiness Data Warehouse Server Machine 1
The eBusiness Data Warehouse Server machine builds the Siebel eBusiness Data
Warehouse. Depending upon your business needs, you might build the Siebel
eBusiness Data Warehouse once a day, once a week, once a month, or other similar
scheduling. When the computer is building the Siebel eBusiness Data Warehouse,
Siebel Systems recommends that the computer be dedicated to that activity.
However, when it is not building the Siebel eBusiness Data Warehouse you can use
it for other purposes. Companies that rebuild daily most likely would prefer that the
eBusiness Data Warehouse Server machine be dedicated to that purpose.
Companies that rebuild monthly most likely would prefer that the computer to be
shared with other applications and server software.
You can install the BusinessObjects Web Intelligence software on the eBusiness
Data Warehouse Server machine, effectively combining the eBusiness Data
Warehouse Server machine and Web/Analysis Server machine together. To combine
them, you must meet the following conditions:
The computer must meet the requirements for both the eBusiness Data
Warehouse Server machine (The eBusiness Data Warehouse Server Machine
on page 1-15) and the Web/Analysis Server machine (The Web/Analysis Server
Machine on page 1-15).
If you have multiple Web/Analysis Server machines, install the eBusiness Data
Warehouse Server machine components on only one of the Web/Analysis Server
machines.
Before running the build process (Informatica), you must make sure that no
clients are accessing Siebel eBusiness Analytics reports or any BusinessObjects
components. When no one is accessing BusinessObjects, stop the
WebIntelligence service. When the build completes, you can restart the
WebIntelligence service.
Required Reading 1
To complete your plan, read the following books. These books are provided on the
Bookshelf CD that came with Siebel eBusiness Analytics. They are in the
ThirdParty folder. They will help you scale the installation of the Informatica and
BusinessObjects products to fit your companys business needs.
Table 1-3. Third Party Documentation
Third Party
Supplier Title Contents
BusinessObjects Broadcast Agent Covers installing, optimizing, and maintaining Broadcast Agent.
Administrators
Guide
Deployment Guide Covers planning, setting up, and optimizing a large-scale

BusinessObjects or WebIntelligence deployment.
Installation and Covers both client and server installations for Business Objects
Update Guide products.
WebIntelligence Covers the architecture and technical background to WebIntelligence

System as well as giving practical troubleshooting and performance advice.
Administrators
Guide
Informatica Administrator Covers the administration of the Informatica products.

Guide
Installation and Covers installation and configuration of the Informatica tools,

Configuration including details on environment variables and database
Guide connections.
Troubleshooting Covers troubleshooting issues

Guide
User Guide Provides information on the use of PowerCenter and PowerMart
Installation Overview
Installation Overview 1
The installation chapters have been organized by the computer on which the
software is to be installed. There is one chapter for each computer.
Chapter 2, Installing on the Siebel Server Machine
Chapter 3, Installing on the eBusiness Data Warehouse Server Machine
Chapter 4, Installing on a Web/Analysis Server Machine
Chapter 5, Installing on the Administrator Workstation
Chapter 6, Installing on a Client Workstation
The Web/Analysis Server machine and client workstation installs may be repeated
for multiple computers, depending upon your installation requirements.
When installing, you will use the materials listed in Table 1-4.
Table 1-4. Materials Provided (1 of 2)
Item Item Name Contains
CD Siebel 2000 eBusiness Applications Acrobat (PDF) versions of all documentation for the
Bookshelf v6.3 v6.3 release.
CD Siebel eBusiness Applications Client Installer for the Siebel eBusiness applications for the
Programs v6.3 v6.3 release.
CD Siebel eBusiness Data Warehouse Server Informatica PowerCenter v1.7.2

CD 1 of 2
CD Siebel eBusiness Data Warehouse Server Informatica PowerCenter.e v1.7.2

CD 2 of 2
CD Siebel Extractor for PeopleSoft Informatica PowerConnect for PeopleSoft v1.7.2
CD Siebel Extractor for SAP CD 1 of 2 Informatica PowerConnect for SAP v1.7.2
CD Siebel Extractor for SAP CD 2 of 2 Informatica Analytical Business Components for SAP
v1.7.2
CD Siebel eIntelligence CD 1 of 2 Business Objects 5.1.1 CD 1 of 2
CD Siebel eIntelligence CD 2 of 2 Business Objects 5.1.1 CD 2 of 2
Installation Overview
Table 1-4. Materials Provided (2 of 2)
Item Item Name Contains
CD Siebel Windows Server Programs v6.3 Siebel Server installer for Windows NT
Letter BusinessObjects License Key Letter License keys for BusinessObjects components
Letter Informatica License Key Letter License keys for Informatica components
Installing on the Siebel Server Machine 2
Siebel Server Machine Installation Overview . . . . . . . . . . . . . . . . . . . . . 2-2
Install SMDB on the Siebel Server Machine . . . . . . . . . . . . . . . . . . . . . . 2-3
Create Database Connections for Informatica Repository . . . . . . . . . . . . 2-7
Configure Informatica Components . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8
Install BusinessObjects Desktop Products . . . . . . . . . . . . . . . . . . . . . . 2-16
Installing on the Siebel Server Machine
Siebel Server Machine Installation Overview
Siebel Server Machine Installation Overview 2
Before you can install on the Siebel Server machine, you need to log in using an
account that has Administrator access. Some installs require rebooting the
computer.
The following is an overview of the installation on the Siebel Server machine.
Install SMDB on the Siebel Server Machine on page 2-3

Create Database Connections for Informatica Repository on page 2-7
Configure Informatica Components on page 2-8
Install BusinessObjects Desktop Products on page 2-16
Install SMDB on the Siebel Server Machine
Install SMDB on the Siebel Server Machine 2
To install SMDB on the Siebel Server machine.

1 Using the Siebel-supplied CD, Run SETUP.EXE, located in the Window
Server\smdb folder.
2 The SMDB Setup starts with a welcome page. Click Next to start the installation.
3 When you installed Siebel Server software on the Siebel Server machine, it
created a folder named sea630. This install adds a folder named smdb into the
sea630 folder. Click Browse to locate the drive on the Siebel Server machine that
has the sea630 folder, and select it. Then click Next.
4 Setup displays a progress bar. When it is done, it displays the next installation
page.
5 The Event Log page indicates that Setup wrote a summary of the installed files
into the SDBsetup.log file. Click Next.
6 The last page confirms that SMDB installation is complete. Click Finish to exit.
7 Check your hard drive to make sure that your sea630 folder resembles this
sample.
The smdb folder contains configuration information for both Siebel eIntelligence
(BusinessObjects) and the Siebel eBusiness Data Warehouse Server, as well as the
definitions of the predefined reports used in Siebel eBusiness Analytics.
Create Database Connections for Informatica Repository
Create Database Connections for Informatica Repository 2
The Siebel Server machine needs an ODBC connection and a native connection to
the Siebel eBusiness Data Warehouse (which holds the Informatica Repository).
Figure 2-1 illustrates which components use ODBC and native connections.
Informatica eBusiness Data

ODBC Native
Server Manager Warehouse
Informatica
(Client Software) Server machine
Repository
Native
Star Scheme
tables Source
Tables
Siebel eBusiness Siebel Transaction

Data Warehouse Database
Figure 2-1. Native and ODBC Connections
NOTE: The Data Source Name in the ODBC control panel and the native connect
string must match.
To create database connections to the Siebel eBusiness Data Warehouse

1 For DB2 installations, use DB2 Client Configuration Assistant to register the
database connection and create Data Source Name (ODBC entry). Write down
the Data Source Name, because you will enter it in the Connect String field and
the ODBC Data Source field in Step 4 on page 2-12.
2 For Oracle installations, follow these steps:
a Using Net8 Assistant, create a native connect string (net service name). Write
down the native connect string, because you will enter it in the Connect
String field in Step 4 on page 2-12.
b In the ODBC control panel, System DSN tab, create an ODBC connection
using the driver named Siebel Oracle 80siebsrvr. This ODBC driver was
installed during Siebel Server installation. Write down the DSN, because you
will enter it in the ODBC Data Source field in Step 4 on page 2-12.
3 Test the connection to verify that it works.
Configure Informatica Components
Configure Informatica Components 2
On the Siebel Server machine, run sea30\smdb\SetupAnalysisDW.exe. This

application creates the Informatica Repository in the Siebel eBusiness Data
Warehouse and configures it. The Informatica Repository contains the metadata
necessary for the eBusiness Data Warehouse Server machine to populate the Siebel
eBusiness Data Warehouse. SetupAnalysisDW.exe also creates empty star schema
tables in the Siebel eBusiness Data Warehouse to hold the data produced by the
eBusiness Data Warehouse Server machine. This data is represented in
BusinessObjects as universes.
To configure the Informatica components on the Siebel Server machine

1 When the installer starts up, select Configure Informatica Components in the
Setup Type page, then click Next.
2 Fill out the Setup Type page, using Table 2-1 as a guide, then click Next.
Table 2-1. Setup Type Page Options (1 of 2)
Typical Setting Option Comments
Checked Create Informatica Repository Check this to create an Informatica repository specific
to Siebel eBusiness Analytics.
Clear Delete existing Informatica Check this only when you need to delete an existing
Repository Informatica Repository. Not needed for a new
installation, as there is no existing Informatica
Repository. However if you have a failed installation
and need to do a clean install, check this box.
Checked Configure Informatica Repository Check this to configure the Informatica Repository.
(enter source and target
information)
Checked Create Siebel eBusiness Data Check this to create star schema tables within the
Warehouse Tables Siebel eBusiness Data Warehouse. The eBusiness Data
Warehouse Server machine populates these star
schema tables when you run a build process (explained
in Chapter 7, Administration and Troubleshooting).
Table 2-1. Setup Type Page Options (2 of 2)
Typical Setting Option Comments
Clear Drop existing Siebel eBusiness Check this to drop existing Siebel eBusiness Data
Data Warehouse Tables Warehouse tables. Not needed for a new installation, as
there are no existing Siebel eBusiness Data Warehouse
Tables. However, if you have a failed installation and
need to do a clean install, check this box.
Note that this drops (removes) the tables. If you have
previously installed Siebel eBusiness Analytics and
made custom extensions to the Siebel eBusiness Data
Warehouse, this removes all the custom extensions.
Siebel Server root directory Specify the folder that holds the Siebel Server software.
The Siebel Server software is installed on the Siebel
Server machine, so enter a local path (for example,
C:\sea630\siebsrvr).
3 Specify the connection information to be used for the Siebel Transaction

Database.
This information will be placed in the Informatica Repository, to be used by

Informatica to access the Siebel Transaction Database. When you create the
connections to the Siebel Transaction Database on the eBusiness Data
Warehouse Server machine (read Create Database Connections for
Informatica on page 3-4), it must use the same information. Fill out the form,
using Table 2-2 as a guide, then click Next.
Table 2-2. Connection Fields for Siebel Transaction Database
Field Description
Platform Choose either DB2 or Oracle.
Connect String Enter the native connect string to the Siebel Transaction Database.
Table Owner Identify the table owner of the Siebel Transaction Database.
Password Enter the password (double-entry confirmation).
4 Specify the connection information to the Siebel eBusiness Data Warehouse.

When you create the connections to the Siebel eBusiness Data Warehouse on the
eBusiness Data Warehouse Server machine (read Create Database Connections
for Informatica on page 3-4), it must use the same information. Fill out the
form, using Table 2-3 as a guide, then click Next.
Table 2-3. Connection Fields for Siebel eBusiness Data Warehouse (1 of 2)
Fields Description
Platform Choose either DB2 or Oracle.
Connect String Enter the native connect string to the Siebel eBusiness Data
Warehouse. You created this connection on the eBusiness Data
Warehouse Server machine in Create Database Connections for
Informatica Repository on page 2-7. For DB2, use the Data Source
Name you created in Step 1 on page 2-7. For Oracle, use the native
connect string you created in Step 2a on page 2-7.
Table Owner Identify the table owner.
Password Enter the password (double-entry confirmation).
Table 2-3. Connection Fields for Siebel eBusiness Data Warehouse (2 of 2)
Fields Description
ODBC Data Enter the Data Source Name (DSN) for the Siebel eBusiness Data
Source Warehouse. You created this connection on the eBusiness Data
Warehouse Server machine in: Create Database Connections for
Informatica Repository on page 2-7.
Email address Enter an email address or group distribution name. When Siebel
eBusiness Data Warehouse Server completes the build of the Siebel
eBusiness Data Warehouse, it sends an email notification to this
address. Enter a complete email address. Example:
MarketingSupervisor@yourcompany.com. For more information, see
Additional Requirements for Windows NT on page 1-10.
5 If you did not check Delete existing Informatica Repository or Drop existing
Siebel eBusiness Data Warehouse Tables on the Setup Type page of the installer,
then proceed to Step 8 on page 2-15.
If SetupAnalysisDW.exe displays the Siebel eBusiness Old Data Warehouse

Information window instead of a progress bar and you do not want to drop an
existing Informatica Repository or eBusiness Data Warehouse tables, click Back
until you get the Setup Type page of the installer, and clear the checkboxes for
Delete existing Informatica Repository and Drop existing Siebel eBusiness
Data Warehouse Tables.
6 If you checked Delete existing Informatica Repository or Drop existing Siebel

eBusiness Data Warehouse Tables on the Setup Type page of the installer, the
installer displays the Siebel eBusiness Old Data Warehouse Information window.
Enter the connection information of the old database, using Table 2-3 as a guide.
7 If you checked Delete existing Informatica Repository on the Setup Type page
of the installer, SetupAnalysisDW.exe prompts you to confirm that you want
to drop the existing Informatica Repository.
If you checked Drop existing Siebel eBusiness Data Warehouse Tables on the
Setup Type page, SetupAnalysisDW.exe prompts you to confirm that you want
to drop the existing Siebel eBusiness Data Warehouse tables.
8 SetupAnalysisDW.exe completes the configuration of Informatica, and you can

exit the application. You will use this application again to configure Siebel
eIntelligence.
9 Check the log file. SetupAnalysisDW.exe creates a log file named

smdblog.txt. Open the log file. The log file may contain the word error in
many places and it is not always an indication of an installation failure. Rather
than try to read every line in the log file, there are a few key places to look for
error messages.
The installation consists of several distinct phases. Each phase begins with a
three-line separator that looks like this:
...
TEXT IN ALL CAPITAL LETTERS
...
Look at the text immediately above the separator to see if the previous phase
completed successfully. Look at the text immediately after the separator to see
if the connections to the database were successful. Generally the phase does
NOT indicate a successful connection, but does indicate if the connection failed.
If you do not find any error messages in the first five lines after the separator,
then the database connection was successful.
Install BusinessObjects Desktop Products
Install BusinessObjects Desktop Products 2
Run this installation on the Siebel Server machine.
To install BusinessObjects Desktop Products

1 Using the BusinessObjects documentation, run the BusinessObjects installer
(setup.exe) and select Desktop Products in the Installation Wizard.
2 When prompted, enter the BusinessObjects license keys supplied in a letter from
Siebel Systems.
3 For the remainder of the installation, accept the defaults. For more information,
refer to BusinessObjects Installation and Update Guide.
Installing on the eBusiness Data Warehouse
Server Machine 3
eBusiness Data Warehouse Server Machine Installation Overview . . . . . . 3-2
Install Informatica Client Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3
Install Informatica Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Start Informatica Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13
Installing on the eBusiness Data Warehouse Server Machine
eBusiness Data Warehouse Server Machine Installation Overview
eBusiness Data Warehouse Server Machine Installation

Overview 3
Before you can install on the eBusiness Data Warehouse Server machine, you need
to log in using an account that has Administrator access. Some installs require
rebooting the computer.
The following is an overview of the server components installation.
Install Informatica Client Software on page 3-3

Create Database Connections for Informatica on page 3-4
Register and Edit Repository in Informatica Server Manager on page 3-6
Install Informatica Server on page 3-9
Start Informatica Server on page 3-13
Install Informatica Client Software
Install Informatica Client Software 3
Using the Informatica Installation and Configuration Guide, install PowerCenter

Client on the eBusiness Data Warehouse Server machine. Oracle users should also
check the Install ODBC box.
Remember to reboot after installing the PowerCenter Client and ODBC drivers.
Create Database Connections for Informatica
Create Database Connections for Informatica 3
The eBusiness Data Warehouse Server machine needs an ODBC connection and a
native connection to the Siebel eBusiness Data Warehouse (which holds the
Informatica Repository), and a native connection to the Siebel Transaction
Database.

ODBC Native
Informatica
Repository
Native
Star Scheme
tables Source
Tables

To create database connections for DB2 installations

1 Using DB2 Client Configuration Assistant, create a database connection to the
Siebel Transaction Database.
Make sure it uses the parameters set up in Step 3 on page 2-11.
2 Using DB2 Client Configuration Assistant, create a database connection and

register it as a DSN entry to the Siebel eBusiness Data Warehouse.
Make sure it uses the parameters set up in Step 4 on page 2-12 (the same as the
connection you created in Step 1 on page 2-7).
3 Test the connections to make sure they work.
To create database connections for Oracle installations

1 Using Net8 Assistant, create a native connect string (net service name) to the
Siebel Transaction Database. Make sure it uses the parameters set up in Step 3
on page 2-11.
Siebel eBusiness Data Warehouse. Make sure it uses the parameters set up in
Step 4 on page 2-12 (the same as the native connect string you created in Step 2a
on page 2-7).
3 In the ODBC control panel, System DSN tab, create an ODBC connection to the
Siebel eBusiness Data Warehouse using the driver named Merant Closed 3.5
32-Bit Oracle8. This ODBC driver was installed during Informatica Client
installation.
Register and Edit Repository in Informatica Server Manager
Register and Edit Repository in Informatica Server

Manager 3
Perform these steps on the eBusiness Data Warehouse Server machine:
To register the Informatica Repository

1 Start the Informatica (Power Center Client) Server Manager.
2 Using the Informatica documentation, follow the instructions for adding a
repository.
NOTE: Do not change the name of the Repository (SIEBEL_ETL_REP) or the name
of the Administrator account (Administrator). There are predefined components
that rely upon these names.
3 In the Add Repository window, enter SIEBEL_ETL_REP for the repository name.
4 Set the user name to Administrator.

5 Double-click the SIEBEL_ETL_REP folder. In the Connect to Repository window,
log in using the Administrator account (the password is also Administrator).
6 In the Connect to the Database applet, select the ODBC Data Source for the
Siebel eBusiness Data Warehouse, and enter the database user name and
password.
7 Once connected, select the INFA_Server under the SIEBEL_ETL_REP icon.

8 Pull down the Server Configuration menu and choose Edit Server.
Click Advanced
9 In the Host Name field, enter the Computer Name (as shown in the Network
control panel) of the eBusiness Data Warehouse Server machine.
10 Click the Advanced button. In the Advanced window, check to see if

$PMRootDir points to the directory where the Informatica server is to be
installed. It should be similar to
C:\Program Files\Informatica\PowerCenter Server.
NOTE: If you follow the recommended installation, the Informatica server installs
on the eBusiness Data Warehouse Server machine. If you install it on a different
directory, make sure to update the $PMRootDir variable with the new location.
11 Close the Server window. Some error messages appear in the Messages pane.
These are normal because the Informatica Server is not yet installed.
12 You can now exit from Informatica PowerCenter Server Manager.
Install Informatica Server
Install Informatica Server 3
Installing and configuring the Informatica Server components on the eBusiness

Data Warehouse Server machine
1 Log in to the eBusiness Data Warehouse Server machine using an account that
is a member of the Administrators group in the local domain.
2 Using the Informatica documentation, install PowerCenter Server.
3 When PowerCenter Server is done installing, the installer displays the

PowerCenter Server 1.7.2 Setup window. Check Configure Informatica Service
and click Finish.
NOTE: The configuration steps that follow can be done as part of installation, or
through a separate Informatica Server Setup application.
4 Click the Keys tab.
5 You need to enter a Platform Key and a key for your RDBMS (DB2 or Oracle).
These license keys are provided in a letter from Siebel Systems and came with
the installation CDs.
6 Click the Network Tab.
7 In the TCP/IP Host Address field, enter an address for the eBusiness Data
Warehouse Server machine. The address can be in the form of a local host name
(example: MyServer), a fully qualified name in the local domain (example:
MyServer.MyCompany.com), or an IP address (example: 101.102.103.104).
8 Click the Repository tab.
of the Administrator account and password (Administrator). There are predefined
components that rely upon these names.
9 Fill in all information needed to connect to the Informatica Repository. Set the
Repository Name to SIEBEL_ETL_REP. Set the user name and password to
Administrator. For the Database user name and Database password, enter the
user name and password for the Siebel eBusiness Data Warehouse. For Connect
String, enter the native connect string for the Siebel eBusiness Data Warehouse.
10 For Oracle installations, click the Compatibility tab. In the Oracle Version list,
pull down the list and choose Oracle 8.
11 Click the Miscellaneous tab. Check the Disable Recovery box. For more
information, read Informaticas Installation and Configuration Guide.
12 Click OK and then exit from Informatica Server Setup Application.
Start Informatica Server
Start Informatica Server 3
To set up the Informatica Service, follow these steps.

1 In the Control Panel, open the Services panel.
2 Select the Informatica service, then double-click it.
3 In the Startup Type frame, select Automatic. In the Log On As frame, select
System Account, then click OK.
Start Informatica Server
4 In the Services control panel, click Start to start the Informatica Service.
5 Close the Services control panel.
Informatica is now fully installed and configured. It is now capable of populating
the Siebel eBusiness Data Warehouse. For instructions on building, read
Populating the Siebel eBusiness Data Warehouse on page 7-2.
Installing on a Web/Analysis Server Machine 4
Web/Analysis Server Machine Installation Overview . . . . . . . . . . . . . . . 4-2
Install BusinessObjects WebIntelligence Server Software . . . . . . . . . . . . 4-3
Installing on a Web/Analysis Server Machine
Web/Analysis Server Machine Installation Overview
Web/Analysis Server Machine Installation Overview 4
Before you can install on the Web/Analysis Server machine you need to log in using
an account that has the following access:
Be a local machine administrator as opposed to a domain administrator

Be a member of the Administrators group
Have full control over the registry and the drive
Have the following advanced user rights:
Log on as a Batch Job
Act as part of the OS
Log on as a Service
backup files and directories
restore files and directories
The following is an overview of the server components installation:
Install BusinessObjects WebIntelligence Server Software on page 4-3
Install BusinessObjects WebIntelligence Server Software
Install BusinessObjects WebIntelligence Server Software 4
Run this installation on the Web/Analysis Server machine. This is the only software
component installed on the Web/Analysis Server machine. Do not install this on the
Siebel Server machine.
To install the WebIntelligence server software

1 Using the BusinessObjects Installation and Update Guide, run the
BusinessObjects installer and select Enterprise Server Products (instead of
Desktop Products) in the Installation Wizard.
2 On the Business Objects Setup - Step 2 page, enter the Product Key and Data
Access Key (supplied in a letter from Siebel Systems), then click Next.
3 For the Business Objects Setup - Step 3 and Step 4 pages, accept the defaults and
click Next.
4 On the Business Objects Setup - Step 5 page, select Custom, then click Next.
5 On the Business Objects Setup - Step 6 page, check the boxes for WebIntelligence
2.6, Zero Admin BusinessObjects 5.1, and Broadcast Agent 5.1.
6 When you check the Zero Admin BusinessObjects 5.1 box, the installer prompts
you for a license key. Enter the key and click OK.
NOTE: Zero Admin BusinessObjects is commonly abbreviated as ZABO.
7 On the Business Objects Setup - Step 7 page, select Cluster Manager.
8 On the Business Objects Setup - Step 8 page, set the OsAgent TCP/IP Port
Number to 14999 (if that does not work, select a slightly lower value such as
14990). Check the Enable Automatic Restart box.
9 On the Business Objects Setup - Step 9 page, fill out the fields using Table 4-1 as
a guide.
Table 4-1. BOManager Parameters
Field Description
Heap Size Click Use recommended settings.
Domain Name Enter the network name of the Web/Analysis Server

machine.
User Name and Provide account data for an account that has administrator
Password rights on the Web/Analysis Server machine.
10 On the Business Objects Setup - Step 10 page, select the Microsoft Internet
Information Server (ISAPI) and click Install.
11 When the installation completes, reboot the computer.

For more information on configuring WebIntelligence, read BusinessObjects
WebIntelligence System Administrators Guide.
Installing on the Administrator Workstation 5
Administrator Workstation Installation Overview . . . . . . . . . . . . . . . . . . 5-2
Install Informatica Client Software . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3
Install BusinessObjects Desktop Products . . . . . . . . . . . . . . . . . . . . . . . 5-7
Creating Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-11
Connecting to the Repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-12
Install SMDB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-14
Configure BusinessObjects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17
Creating Connections in SetupAnalysisDW . . . . . . . . . . . . . . . . . . . . . 5-20
Updating Table Owners . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22
Installing on the Administrator Workstation
Administrator Workstation Installation Overview
Administrator Workstation Installation Overview 5
Before you can install on the Administrator Workstation, you need to log in using
an account that has Administrator access. Some installs require rebooting the
computer.
The following is an overview of the server components installation.
Install Informatica Client Software on page 5-3

Create Database Connections for Informatica on page 5-4
Register and Edit Repository in Informatica Server Manager on page 5-5
Install BusinessObjects Desktop Products on page 5-7
Creating Accounts on page 5-11
Connecting to the Repository on page 5-12
Install SMDB on page 5-14
Configure BusinessObjects on page 5-17
Creating Connections in SetupAnalysisDW on page 5-20
Updating Table Owners on page 5-22
Install Informatica Client Software
Install Informatica Client Software 5
Using the Informatica Installation and Configuration Guide, install PowerCenter

Client on the Administrator Workstation. Oracle users should also check the Install
ODBC box.
Remember to reboot after installing the PowerCenter Client and ODBC drivers.
Create Database Connections for Informatica 5
The Administrator Workstation needs an ODBC connection and a native connection

to the Siebel eBusiness Data Warehouse (which holds the Informatica Repository),
and a native connection to the Siebel Transaction Database.

ODBC Native
Informatica
Repository
Native
Star Scheme
tables Source
Tables

To create database connections for DB2 installations

1 Using DB2 Client Configuration Assistant, create a database connection to the
Siebel eBusiness Data Warehouse.
Make sure it uses the parameters set up in Step 4 on page 2-12.
To create database connections for Oracle installations

Siebel eBusiness Data Warehouse. Make sure it uses the parameters set up in
Step 4 on page 2-12.
2 In the ODBC control panel, System DSN tab, create an ODBC connection to the
Siebel eBusiness Data Warehouse using the driver named Merant Closed 3.5
32-Bit Oracle8. This ODBC driver was installed during Informatica Client
installation.
Register and Edit Repository in Informatica Server

Manager 5
Perform these steps on the Administrator Workstation:
To register the Informatica Repository

1 Start the Informatica (PowerCenter Client) Server Manager.
2 Using the Informatica documentation, follow the instructions for adding a
repository.
of the Administrator account (Administrator). There are predefined components
that rely upon these names.
3 In the Add Repository window, enter SIEBEL_ETL_REP for the repository name.
4 Set the user name to Administrator.

5 Double-click the SIEBEL_ETL_REP folder. In the Connect to Repository window,
log in using the Administrator account (the password is also Administrator).
6 In the Connect to the Database applet, select the ODBC Data Source for the
Siebel eBusiness Data Warehouse, and enter the database user name and
password.
7 Once connected, select the INFA_Server under the SIEBEL_ETL_REP icon.

8 Pull down the Server Configuration menu and choose Edit Server.
Click Advanced
9 In the Host Name field, enter the Computer Name (as shown in the Network
control panel) of the Administrator Workstation.
10 Close the Server window. You can now exit from Informatica PowerCenter
Server Manager.
Install BusinessObjects Desktop Products 5
Run this installation on the Administrator Workstation.
1 Using the BusinessObjects Installation and Update Guide, run the

BusinessObjects installer (setup.exe) and select Desktop Products in the
Installation Wizard.
2 When prompted, enter the BusinessObjects license keys supplied in a letter from
Siebel Systems.
3 For the remainder of the installation, accept the defaults. For more information,
refer to BusinessObjects Installation and Update Guide.
4 After installation, start the BusinessObjects Supervisor application.

5 At the login window, click the Admin button. This starts the Business Objects
Repository Creation wizard.
Click here
6 Use the BusinessObjects Installation and Update Guide for information on the
Repository Creation wizard. In the Administration Setup Wizard - Step 1/5 page,
select Run a default installation.
7 In the Administration Setup Wizard - Step 2/5 page, provide a name and
password for a supervisor account. You will use this account later when
accessing BusinessObjects. When entering a company name, write down the
exact name, noting capitalization, on a sheet of paper. In a later step in
Configure BusinessObjects on page 5-17, you will need this exact name.
NOTE: User names and passwords are case-sensitive.
8 In the Administration Setup Wizard - Step 3/5 page, set the network layer and
then click Setup. For DB2 installations, select the IBM DB2 CAE driver. For
Oracle installations, select the Oracle Client driver.
9 In the Setup window, select Database engine. Provide the User name, Password,
and connect string (Database) for the Siebel eBusiness Data Warehouse.
10 Click Test to make sure the connection information is correct.

11 Continue with the remaining steps according to the BusinessObjects
documentation. When the wizard is complete, click Finish.
Creating Accounts
Creating Accounts 5
To Create a Backup Supervisor Account and User Accounts

If you or any account user fails the login process three times, BusinessObjects locks
the account. To restore it, read the instructions in the BusinessObjects Supervisors
Guide. BusinessObjects recommends you create a second General Supervisor
account if your regular account becomes locked.
1 Following the instructions in the BusinessObjects Supervisors Guide, create a

second General Supervisor account.
2 Create accounts (user name and password) for each Siebel client user. Without
accounts, these users cannot display any reports or graphs.
Connecting to the Repository
Connecting to the Repository 5
To connect the WebIntelligence Server to the BusinessObjects Repository

1 From the Administrator Workstation, copy the BOMain.key generated by the
Supervisor application to both the Siebel Server machine and the Web/Analysis
Server machine. On all machines, the BOMain.key file is in the Business
Objects\BusinessObjects 5.1\LocData folder.
2 On the Web/Analysis Server machine, create an ODBC DSN to the database that
holds the BusinessObjects repository.
3 Restart the server and the WebIntelligence services (WebIntelligence Manager

and WebIntelligence Orb) should come up by default.
4 For every user account you create, repeat the following steps to activate
individual access to the reports:
a Connect to the Web/Analysis Server machine directly using a Web browser

(with a URL like http://<your server name>/wi).
b Click the Login button, and log in with the accounts user name and
password.
Connecting to the Repository
c Click Options, then click View Documents, then click BusinessObjects.
2 Click View
Documents
1 Click
Options
5 Log
out
3 Click 4 Click Apply All Changes

BusinessObjects
d Click Apply All Changes and then log out.
Install SMDB
Install SMDB 5
To install SMDB on the Administrator Workstation

1 Using the Siebel-supplied CD, Run SETUP.EXE located in the Window
Server\smdb folder.
Install SMDB
2 The SMDB Setup starts with a welcome page. Click Next to start the installation.
3 This install creates folders named sea630\smdb. Accept the default or click
Browse to select a different folder, then click Next.
Install SMDB
4 Setup displays a progress bar. When done, it displays the next installation page.
5 The Event Log page indicates that Setup wrote a summary of the installed files
into the SDBsetup.log file. Click Next.
6 The last page confirms that SMDB installation is complete. Click Finish to exit.
Configure BusinessObjects
Configure BusinessObjects 5
Run SetupAnalysisDW.exe from the smdb folder you just installed on the
Administrator Workstation. This sets up BusinessObjects and copies the reports into
the BusinessObjects repository.
To configure BusinessObjects
1 In the Setup Type page, click Configure BusinessObjects, then click Next.
2 Enter the User Name and Password for the Admin account in BusinessObjects.
Enter the company name, exactly as you entered it for the BusinessObjects
Supervisor (read Install BusinessObjects Desktop Products on page 5-7).
3 Fill out the page, using Table 5-1 as a guide, then click Next.
Table 5-1. BusinessObjects Configuration Options
Field Explanation
Siebel Database Pull down the list and choose the Siebel Transaction
Database. If it is not on the list, click Create and create
a connection to it. For information on creating
connections, read Creating Connections in
SetupAnalysisDW on page 5-20.
Siebel eBiz Data Warehouse Pull down the list and choose the Siebel eBusiness Data
Warehouse. If it is not on the list, click Create and
create a connection to it. For information on creating
connections, read Creating Connections in
SetupAnalysisDW on page 5-20.
BusinessObjects Repository Pull down the list and choose the database where the
BusinessObjects repository was created (typically the
Siebel eBusiness Data Warehouse). If it is not on the
list, click Create and create a connection to it. For
information on creating connections, read Creating
Connections in SetupAnalysisDW on page 5-20.
Select path to the predefined Enter the complete pathname (including server name if
universes and reports needed) to the folder named Busobj. Typically the
path is similar to: C:\Sea630\smdb\Busobj. This
folder holds the predefined reports (files ending in .rep)
and universes (files ending in.unv). The installer copies
those files from the Busobj folder into
BusinessObjects.
4 When you click Next, SetupAnalysisDW displays a progress bar. When it is

done, it displays a success message. You can now exit SetupAnalysisDW.
Creating Connections in SetupAnalysisDW
Creating Connections in SetupAnalysisDW 5
In the SMDB folder, SetupAnalysisDW requires that you create connections to the
Siebel Transaction Database, the Siebel eBusiness Data Warehouse, and the
BusinessObjects Repository. When you click the Create button, SetupAnalysisDW
steps you through creating and testing a connection.
To create connections in SetupAnalysisDW

1 Click Create in the Create Connections frame. SetupAnalysisDW displays the
Add a Connection window.
Creating Connections in SetupAnalysisDW
2 For DB2 installations, select the IBM DB2 CAE driver. For Oracle installations,
select the Oracle Client driver. Click OK.
3 In the User name and Password fields, enter the account information for the
database you are creating the connection to. In the Database field, enter the
ODBC Connect string for the database.
4 Click Test. If the connection works, click OK to close the Test window. Click OK
again to close the data entry window and return to the Create Connections page.
Updating Table Owners
Updating Table Owners 5
In BusinessObjects, each table has a table owner. The table owner must be changed
to match the name you use to log on to the Siebel eBusiness Data Warehouse and
the Siebel Transaction Database.
To update table owners

1 Run BusinessObjects Designer.
2 Log in using your Supervisor account.
3 BusinessObjects displays a Quick Design Wizard. You do not need to design

universes; you are going to edit them. Click Cancel to dismiss the Quick Design
Wizard.
4 BusinessObjects Designer displays its main window. Pull down the File menu
and choose Open.
5 BusinessObjects Designer displays the Open a universe window. Double-click

the Universe folder.
6 Select a universe (except Security) to open and click Open. You will edit every
universe (except the Security universe). You may want to open them in the order
listed, and you may want to keep a written record of which ones you have
edited.
7 BusinessObjects Designer displays the selected universe for editing. Select any
table, then pull down the Edit menu and choose Select All.
8 Right-click any table and choose Rename Table from the menu. BusinessObjects
Designer displays the Rename Tables window.
9 In the Owner field, change the name to the user name for the Siebel eBusiness
Data Warehouse. You do not need to supply the password that corresponds to
the user name.
NOTE: For the Promotions universe (promotio.unv), enter the user name for the
Siebel Transaction Database, not the user name for the Siebel eBusiness Data
Warehouse. If you have followed the recommendations, you are using the same
user name and password for both.
NOTE: In the Opportunity-Product Universe (optyprod.unv), the W_Contact_DM

table should not have an owner. After changing the owner for all selected tables,
select only the W_Contact_DM table and make its table owner field blank.
10 Pull down the File menu and choose Export. BusinessObjects Designer prompts
you to continue.
11 Click Continue. BusinessObjects Designer displays the Export Universe window.
12 Click OK. When it is finished processing, it displays a status message. Click OK

to close it.
13 Pull down the File menu and choose Close.

14 Repeat Step 4 through Step 13 for the remaining universes.
Installing on a Client Workstation 6
Client Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Account Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2
Client Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Install Siebel eBusiness Analytics Client . . . . . . . . . . . . . . . . . . . . . . 6-3
Load the Client BusinessObjects . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-3
Installing on a Client Workstation
Client Installation
Client Installation 6
Account Setup 6
Before installing the software on the client computers, make sure you add a user
account into Siebel eBusiness Analytics for each client user. In BusinessObjects,
create an account that has the same user name and password as the users Siebel
eBusiness Analytics account does. When the Siebel eBusiness Analytics client
attempts to load a report or graph from BusinessObjects, it sends the user name and
password for the client user. If the user name and password it sends do not match
a valid user name and password in BusinessObjects, the request fails and
BusinessObjects prompts the client user to log in.
NOTE: The client user may sometimes get the login prompt if several hours have
lapsed between accessing reports and graphs (for example, if the client starts a
session one day and comes in the next morning to resume work). BusinessObjects
logs out any account that has not had recent activity. The client user should log in
to resume normal operations. If the user fails three login attempts, BusinessObjects
locks the account out. Consult the BusinessObjects Users Guide for information on
restoring account access.
Log in to the WebIntelligence server and set the accounts View Documents options
to use BusinessObjects.
To set account options

1 Connect to the WebIntelligence server directly using a Web browser (with a URL
like http://<your server name>/wi).
2 Click the Login button, and log in with the accounts user name and password.
3 Click Options, then View Documents, then click BusinessObjects.
4 Click Apply All Changes and then log out.
Client Installation
Client Requirements 6
The Siebel eBusiness Analytics client has the same requirements as other Siebel
Systems software products. It also requires Microsoft Internet Explorer, V4.01 or
newer.
Install Siebel eBusiness Analytics Client 6
Install the Siebel eBusiness Analytics client using the installer in the
Windows\Client folder. When installing, select the Custom option and then select
the Siebel Marketing option.
In the first Siebel eBusiness Analytics client installed, choose Screens

Application Administration System Preferences. Look for a preference called SM
WebIntelligence Server. Set the value to the WebIntelligence URL, such as
http://<your server name>/wi. Once this is set up, it applies to all client
installations.
Look for a preference called SM WebIntelligence Server Type. Set its value to IIS
(Microsoft).
Load the Client BusinessObjects 6
For each Siebel client installed, select any of the predefined reports from the Sales,
Service, or Marketing tab. When the report appears, click Launch Power Query. This
should load the Zero-Administration Business Objects (ZABO) client.
Repeat these steps on each client machine.
Client Installation
Administration and Troubleshooting 7
Administration Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-2
Populating the Siebel eBusiness Data Warehouse . . . . . . . . . . . . . . . 7-2
Adding New Client Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-7
Troubleshooting Hints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-9
Administration and Troubleshooting
Administration Procedures
Administration Procedures 7
From the server point of view, Siebel eBusiness Analytics has only two procedures.
They are:
Populating the Siebel eBusiness Data Warehouse on page 7-2

Adding New Client Users on page 7-7
Populating the Siebel eBusiness Data Warehouse 7
Siebel eBusiness Analytics uses data that resides in the Siebel eBusiness Data
Warehouse. This data warehouse is populated by the Siebel eBusiness Data
Warehouse Server, which draws its data from the Siebel Transaction Database. To
refresh the data in the Siebel eBusiness Data Warehouse, you can do an initial build
(read To do a Complete (Initial) Build) or a subsequent build (read To Do a
Single Subsequent Build). An initial build completely rebuilds the Siebel eBusiness
Data Warehouse. Usually you only do an initial build once upon installing Siebel
eBusiness Analytics, and once after extending the star schemas. Typically you do a
subsequent build on a repeating basis, such as once a week or once a month,
depending upon your business needs.
Siebel eBusiness Analytics has placed four predefined batch processes into the
Server Manager. Table 7-1 lists them and provides a description.
Table 7-1. Batch Processes
Batch Name Description
bs2_DM_BUILD_INITIAL Truncates the Siebel eBusiness Data Warehouse and then loads with data
extracted from the Siebel Transaction Database.
Bs2_DM_BUILD_SUBSEQUENT Loads the Siebel eBusiness Data Warehouse but does not truncate the
following fact tables:
Opportunity Product
Service Request
Person
Activity
Response
For these fact tables, the data loads only after the specified refresh date
(see subsequent load usage). The remaining tables are truncated and
reloaded.
bs_XCPTN_REPORTS_OLAP This produces an exception report, checking for data integrity of the Siebel
eBusiness Data Warehouse. This should be run once after a build. When
this batch process completes, you can view the results in Siebel eBusiness
Analytics Data Mart Administration screen.
bs_XCPTN_REPORTS_OLTP This produces an exception report, checking for data integrity of the Siebel
Transaction Database. This can be run either before or after a build. When
this batch process completes, you can view the results in Siebel eBusiness
Analytics Data Mart Administration screen.
To do a Complete (Initial) Build

1 Make sure the Informatica service is up and running. (Check the Services control
panel.)
2 Run the Informatica Server Manager and connect to the repository using the
Administrator account.
3 (Optional, but recommended) Right-click the batch named

bs_XCPTN_REPORTS_OLTP and start it. When it completes, view the results in
Siebel eBusiness Analytics Data Mart Administration screen. If the reported
exceptions are not fixed on Siebel Transaction Database, the Siebel Data
Warehouse load process may not be successful and the data may not be correct.
4 Right-click on the batch named bs2_DM_BUILD_INITIAL and start it.

5 Monitor the load process. For information on monitoring, read Informaticas
Administrator Guide.
6 If the load process fails, stop it by right-clicking the batch name

(bs2_DM_BUILD_INITIAL) and choosing Stop. Check the log and fix the
problem.
7 After fixing the problem, find the last entry of s2_restart next batch # before
the failed session, and restart the batch process from that point. Continue
monitoring the load process.

bs_XCPTN_REPORTS_OLAP and start it. When it completes, view the results in
Siebel eBusiness Analytics Data Mart Administration screen.
9 Using Broadcast Agent, schedule your documents to be run on the Web/Analysis

Server machine. This updates the reports and graphs in the BusinessObjects
Repository with the new information.
To Do a Single Subsequent Build

Once the Initial load has completed, you can do an incremental (subsequent) build.
This saves time because only some of the tables are truncated and reloaded. The
Subsequent build extracts only data modified or created after a specified date. You
specify the date using Siebel eBusiness Analytics.
1 In Siebel eBusiness Analytics, choose Screens Application Administration

System Preferences.
NOTE: Make sure all your mobile users have synchronized their data before
running a build; otherwise, the build will not contain their data.
2 Find the SME Analysis Refresh variable. Set its value to the earliest date you
want extracted. The format of the value is YYYYMMDD. Thus, a date of
February 14, 2001 would be represented by 20010214. Siebel Systems
recommends that you select a date that is one day earlier than your previous
build. Example: If your last build was on March 8, 2001, then set the SME
Analysis Refresh variable to March 7, 2001. This slight overlap makes sure you
do not miss any data values.
3 Switch to a different view to save the variables value.

4 Make sure the Informatica service is up and running. (Check the Services control
panel.)
5 Run the Informatica Server Manager and connect to the repository using the
Administrator account.

bs_XCPTN_REPORTS_OLTP and start it. When it completes, view the results in
Siebel eBusiness Analytics Data Mart Administration screen. If the reported
exceptions are not fixed on Siebel Transaction Database, the Siebel Data
Warehouse load process may not be successful and the data may not be correct.
7 Right-click the batch named bs2_DM_BUILD_SUBSEQUENT and start it.

8 Monitor the load process. For information on monitoring, read Informaticas
Administrator Guide.
9 If the load process fails, stop it by right-clicking the batch name

(bs2_DM_BUILD_SUBSEQUENT) and choosing Stop. Check the log and fix the
problem.
10 After fixing the problem, find the last entry of s2_restart next batch # before
the failed session, and restart the batch process from that point. Continue
monitoring the load process.
11 (optional, but recommended) Right-click the batch named

bs_XCPTN_REPORTS_OLAP and start it. When it completes, view the results in
Siebel eBusiness Analytics Data Mart Administration screen.
12 Using Broadcast Agent, schedule your documents to be run on the Web/Analysis

Server machine. This updates the reports and graphs in the BusinessObjects
Repository with the new information.
You can schedule the subsequent builds to occur at specific intervals, such as once
a week or once a month. Make sure to update the SME Analysis Refresh variable
after each build. If you leave the SME Analysis Refresh variable untouched, the
same data may be loaded more than once.
Adding New Client Users 7
To get a new user operational on Siebel eBusiness Analytics, make sure to do the
following steps:
To add new client users

1 Assign the user an account name and password for Siebel eBusiness Analytics.
2 In BusinessObjects Supervisor, create an account for the user with the same
account name and password used for Siebel eBusiness Analytics.
3 For every user account you create, repeat the following steps to activate
individual access to the reports:
a Connect to the WebIntelligence server directly using a Web browser (with a

URL like http://<your server name>/wi).
b Click the Login button, and log in with the accounts user name and
password.
2 Click View
Documents
1 Click
Options
3 Click 4 Click Apply All Changes

BusinessObjects
c Click Options, then click View Documents, then click BusinessObjects.

d Click Apply All Changes and then log out.
4 Install the Siebel eBusiness Analytics client software on the users computer.
5 Open any of the predefined reports to force the loading of BusinessObjects on
the client computer.
Troubleshooting Hints
Troubleshooting Hints 7
This section is not arranged in any specific order. Please read the whole section.
Problem. Error: ORA-12541: TNS:no listener

Possible cause. Check compatibility tab in Informatica service configuration. It
should be Oracle 8. If it is not set to Oracle 8, change it and restart the Informatica
server.
Problem. When installing the client software, you get this message: Error extracting
support files
Possible cause. This occurs on Windows 2000 only. Click OK to dismiss the error
message and continue with the installation as normal.
Problem. Cannot connect to Siebel Transaction Database from Informatica

Possible cause. Make sure that the server running the Informatica Server software
has an ODBC connection to the Siebel Transaction Database using a Siebel ODBC
driver, and an ODBC connection to the Siebel eBusiness Analytics Data Warehouse
using the Merant Closed 3.5 32-bit driver.
Problem. Cannot connect to Siebel eBusiness Analytics Data Warehouse running on

DB2.
Possible cause. Make sure that the DB2 configuration matches the requirements
listed in DB2 Requirements on page 2-6.
Problem. Log in prompt appears for BusinessObjects when you click Launch Power
Query.
Possible cause #1. If this is a new installation, the user does not yet have an account
with BusinessObjects. To fix this, create an account in BusinessObjects that has the
same account name and password as the users account in Siebel eBusiness
Analytics.
Possible cause #2. If the user has accessed Power Query successfully before, then
most likely the session timed out. BusinessObjects requires that you log in again to
start a new session.
Problem. Every time you click Launch Power Query a prompt tells you that the
report already exists.
Possible Cause. This is normal. BusinessObjects checks to see if the report you are
opening already exists on your computer. Click Yes to proceed with opening the new
report.
Troubleshooting Hints
Problem. Error when trying to save a BusinessObjects report back to the repository
through the Siebel client.
Possible cause. The filesystem setting in your market.cfg is either invalid (does not
exist) or you do not have write permissions to the directory. This error occurs when
an attempt is made to put the report pdf file in compressed form in the Siebel
filesystem if it is invalid.
Problem. When you run Bs2_DM_BUILD_INITIAL or

Bs2_DM_BUILD_SUBSEQUENT on the Informatica Server Manager you get the
following error message:
Request to start batch (batch name) on server (server name) not successful.
Probable cause. This can happen due to a server time-out property that is usually set
to 20 or 40 seconds. When you try to run a large batch, every session in that batch
is fetched into the server's memory. If this takes longer than the server time-out
property, the server returns a message that the batch was unable to run. However,
the batch runs, but the server just needs time to complete fetching the sessions into
memory.
Problem. When using the Power Query Analytic Adapter with Siebel Marketing, the
Load process encounters an error.
Possible cause #1. This can be due to a faulty BusinessObjects installation. On the
Primary Computer, look in the Sea630\Siebsrv folder and open
pqflatfilegen.trc. Look for an entry like this: Looking For Authentication
'BOMain.key' At: \BOMain.key. If there is a full path name before the term
\BOMain.key, then BusinessObjects has been set up correctly. If the entry is like
the previous sample and lacks a full path name, you need to uninstall
BusinessObjects and reinstall it.
Possible cause #2: If the query you built includes information from the Promotions
universe, then edit pqflatfilegen.bat in the Sea630\Siebsrv folder. In that
batch file, temporarily remove the terms Accounts.Account Id and
Contacts.Contact Id, insert the term Contact.Contact Id (note in this term
Contact is singular), and rerun the Load process. Remember to restore those
terms when the Load completes.
Problem. Error 2140 (Informatica service failed to start).

Possible causes. The server may not be started or the Informatica Service may not
be started. Refer to the Informatica Installation and Configuration Guide for detailed
information.
Extending the Siebel eBusiness Data
Warehouse 8
Guidelines for Extending the Siebel eBusiness Data Warehouse . . . . . . . . 8-2
Identifying Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Select Universes and Star Schemas . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Design the ETL Process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-2
Add Fields to Tables . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Rebuild the Siebel eBusiness Data Warehouse . . . . . . . . . . . . . . . . . . 8-3
Add the Fields into the Universes . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3
Extending the Siebel eBusiness Data Warehouse
Guidelines for Extending the Siebel eBusiness Data Warehouse
Guidelines for Extending the Siebel eBusiness Data

Warehouse 8
You can add more fields to the star schemas in the Siebel eBusiness Data
Warehouse, and also to the universes available in BusinessObjects. The following
guidelines provide the basic steps for this process. For assistance, contact Technical
Support.
Any changes you make to the star schemas and universes in Siebel eBusiness
Analytics V6.3 will not be preserved when you upgrade to the next version. Siebel
Systems, Inc. intends for future versions to be able to preserve changes when
upgrading. Before making any changes, make sure you document all changes in
sufficient detail so you can reimplement them in the next version.
Before you attempt to extend the Siebel eBusiness Data Warehouse, make sure you
are competent with Informatica and BusinessObjects. Both companies offer courses
on their products to supplement their formal documentation. The guidelines
provided here assume you are competent with the third party tools and your
relational database.
Identifying Fields 8
Determine which source fields in the Siebel Transaction Database and other
databases hold the information you need. For each source field, note its name, table,
and data type.
Select Universes and Star Schemas 8
For each source field, determine which Business Objects universes the data should
go into. You can map one source field into multiple universes. You can also process
(transform) several source fields to yield a single calculated field. Next, determine
which star schemas support the selected universes.
Design the ETL Process 8
Using Informatica PowerCenter Client Designer, add the source fields into the
Source definitions, transform them as needed (calculations and so on), and put
them into their appropriate targets (universes). Remember to save the repository.
Add Fields to Tables 8
If you have added fields to any Informatica targets, make sure to add the
corresponding columns to the tables in your relational database.
Rebuild the Siebel eBusiness Data Warehouse 8
Run an initial build to completely populate the Siebel eBusiness Data Warehouse.
Add the Fields into the Universes 8
Using BusinessObjects Designer, add the new fields into their universes.
Index
Symbols BusinessObjects 1-3, 5-8

$PMRootDir 3-8 account lock out 5-12
client 6-3, 7-8
A configure 5-18
account name 7-7 defined 1-3
accounts errors 7-9
locking 6-2 install 2-17
setup 6-2 repository 5-9, 5-13, 5-18, 5-20
adding clients 7-7 table owners 5-23
administration procedures 7-2 BusinessObjects Designer 5-23
Administrator Workstation 1-8, 5-4, 5-5, BusinessObjects Supervisor 5-9
5-8, 5-18 BusinessObjects WebIntelligence
Administrator Workstation Server 4-3
requirements 1-11
Analytic Adapter 7-10 C
audience for guide Intro-2 client
adding 7-7
B BusinessObjects 7-8
backup domain controller 1-6, 1-9, 1-11 requirements 6-3
BOMain.key 5-13 client installation 6-2
errors 7-10 configuration 1-6
Broadcast Agent 4-4 recommended 1-7
defined 1-4 configure BusinessObjects 5-18
bs_XCPTN_REPORTS_OLAP 7-4, 7-6 Control Panel, Services 3-13
defined 7-3 creating accounts 5-12
bs_XCPTN_REPORTS_OLTP 7-4, 7-6
defined 7-3 D
bs2_DM_BUILD_INITIAL 7-4 data
defined 7-3 synchronized 7-5
Bs2_DM_BUILD_SUBSEQUENT data flow 1-5
defined 7-3, 7-10 Data Mart Administration 7-6
bs2_DM_BUILD_SUBSEQUENT 7-6 database
builds OLAP 1-12
initial 7-3 database connections 2-7, 5-4
subsequent 7-4 database connections for Informatica 3-4
Version 6.3, Rev. A Siebel eBusiness Analytics Installation and Administration Guide 1
Index
date 7-6 installation

DB2 requirements 1-12 client 6-2
documentation, additional Intro-4 to installing server components 2-2, 3-2, 4-2,
Intro-5 5-2
domain controller 1-6, 1-9, 1-11 Internet Explorer 6-3
E K
eBusiness Data Warehouse Server keys 3-10, 4-5, 5-9
machine 1-8, 2-12, 3-3, 3-8, 3-9
eBusiness Data Warehouse Server machine L
requirements 1-9 license key, ZABO 4-5
email 1-10, 2-14 license keys 5-9
Error extracting support files 7-9 lock out, BusinessObjects 5-12
Error ORA-12541 7-9
M
F market.cfg 7-10
features, new features in this Microsoft IIS 1-11, 4-8
release Intro-3 Microsoft Internet Explorer 6-3
filesystem 7-10 Microsoft NT 4.0 Server 1-9, 1-11
Microsoft Outlook 1-10
H Microsoft Windows 2000 1-11
hardware requirements 1-9 Microsoft Windows NT Workstation 1-11
mobile users 7-5
I
INFA Server 3-7, 5-6 N
Informatica 1-3, 2-9 native connect string 3-4
client 5-3 net service name 3-4
client install 3-3 network setup 1-6, 1-10, 1-11
database connections 3-4 no listener (error) 7-9
defined 1-3
repository 2-7, 2-9, 2-10, 3-6, 5-4, 5-5 O
server 3-6, 3-9, 3-13 ODBC 3-3, 3-4, 5-4, 5-13, 7-9
service 3-13, 7-3 ODBC connection 2-7
Informatica Server Manager 5-5, 7-3, 7-6 ODBC Data Source 3-7, 5-6
errors 7-10 OLAP database 1-12
Informatica service 7-6 Opportunity-Product universe 5-29
initial build 7-3 Oracle requirements 1-13
install BusinessObjects Desktop organization of guide Intro-3
Products 2-17, 5-8
install Informatica client 3-3 P
install Informatica Server 3-9 password 7-7
install SMDB 2-3, 5-15 PeopleSoft 1-3
2 Siebel eBusiness Analytics Installation and Administration Guide Version 6.3, Rev. A
Index
Platform Key 3-10 SetupAnalysisDW.exe 5-18

populating Siebel eBusiness Data creating connections 5-21
Warehouse 7-2 Siebel eBusiness Data Warehouse 2-10,
Power Center 3-6 5-20, 7-3
Power Query password 1-12
errors 7-9 populating 7-2
PowerCenter 3-9, 5-3, 5-5 user name 1-12
defined 1-3 Siebel eBusiness Data Warehouse
pqflatfilegen.bat 7-10 requirements 1-12
primary domain controller 1-6, 1-9, 1-11 Siebel eBusiness Data Warehouse Server
procedures 7-2 defined 1-3
promotio.unv 5-29 Siebel eIntelligence
Promotions universe 5-29 defined 1-3
purpose 1-2 Siebel eIntelligence Broadcast Agent,
defined 1-4
Q Siebel eIntelligence Client
Quick Design Wizard 5-25 defined 1-4
Siebel eIntelligence WebIntelligence,
R defined 1-4
recommended configuration 1-7 Siebel Extractor for PeopleSoft 1-3
release, new features Intro-3 Siebel Extractor for SAP 1-3
requirements Siebel Server 2-4
Administrator Workstation 1-11 Siebel Server Installation Guide 1-9
client 6-3 Siebel Server machine 1-8, 2-7, 2-9, 2-17
DB2 1-12 Siebel Server machine requirements 1-9
eBusiness Data Warehouse Server Siebel technical support Intro-6 to Intro-7
machine 1-9 Siebel Transaction Database 5-20
hardware 1-9 errors 7-9
Oracle 1-13 password 1-12
Siebel eBusiness Data Warehouse 1-12 user name 1-12
Siebel Server machine 1-9 SIEBEL_ETL_REP 3-6, 3-7, 3-12, 5-5, 5-6
software 1-9 SM WebIntelligence Server 6-3
Web/Analysis Server machine 1-10 SMDB 5-18
install 2-3, 5-15
S SME Analysis Refresh 7-6, 7-7
SAP 1-3 software requirements 1-9
SDBsetup.log file 2-5 star schemas 1-12, 7-2
sea630 2-4, 5-16 subsequent builds 7-4
Security universe 5-26 Supervisor 5-9
server software, installing 2-2, 3-2, 4-2, 5-2 supervisor account 5-12
Services control panel 3-13 synchronized data 7-5
SetupAnalysisDW 2-9 System Preferences 6-3, 7-5
Version 6.3, Rev. A Siebel eBusiness Analytics Installation and Administration Guide 3
Index
T W
table owners 5-23 W_Contact_DM table 5-29
tablespace 1-13 Web/Analysis Server machine 1-8, 4-3
technical support Intro-6 to Intro-7 Web/Analysis Server machine
troubleshooting 7-9 requirements 1-10
WebIntelligence 4-3, 4-4, 5-13, 6-2, 7-7
U defined 1-4
universe URL
Opportunity-Product 5-29 URL 6-3
Promotions 5-29
Security 5-26 Z
URL 5-13, 6-2, 7-7 ZABO 4-4, 4-5
user name 7-7 Zero Admin BusinessObjects 4-4, 4-5
Zero-Administration Business Objects
ZABO 6-3
4 Siebel eBusiness Analytics Installation and Administration Guide Version 6.3, Rev. A

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SIEBEL eBUSINESS APPLICATIONS

Windows is a registered trademark of Microsoft Corporation.

Chapter 1. Overview of Siebel eBusiness Analytics

Chapter 2. Installing on the Siebel Server Machine

Chapter 3. Installing on the eBusiness Data Warehouse

Chapter 4. Installing on a Web/Analysis Server Machine

Chapter 5. Installing on the Administrator Workstation

Install SMDB . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15

Chapter 6. Installing on a Client Workstation

Chapter 7. Administration and Troubleshooting

Chapter 8. Extending the Siebel eBusiness Data Warehouse

Who Should Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-2

How This Guide Is Organized . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-3

Whats New in This Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-3

Additional Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Intro-4

Contacting Siebel Technical Support . . . . . . . . . . . . . . . . . . . . . . . . Intro-6

Siebel Systems Welcomes Your Comments . . . . . . . . . . . . . . . . . . . Intro-7

Who Should Use This Guide Intro

The audience for this guide consists of:

Database Persons who administer the database system, including data

To complete an installation, you must have Administrator access to the computers

How This Guide Is Organized Intro

This guide is organized according to the sequence of events necessary to complete

The Overview explains what components (especially third-party components)

Chapter 7, Administration and Troubleshooting covers the ongoing tasks

Whats New in This Release Intro

Version 6.3 of Siebel eBusiness Analytics has several new features:

Additional Documentation Intro

The following documentation also provides information on the topics addressed in

Siebel Applications Administration Guide

Siebel eBusiness Analytics uses documentation supplied by BusinessObjects. You

Broadcast Agent Administrators Guide

Siebel eBusiness Analytics uses documentation supplied by Informatica. You can

Administrators and developers, such as marketing administrators, call center

Another source of information is Siebel Online Help.

Contacting Siebel Technical Support Intro

To maximize your knowledge of Siebel products and your return on investment:

You must attend Siebel training to become a designated contact.

Siebel Technical Support is primarily Web-based, accessed through Siebel

Designated contacts receive read/write access to Siebel SupportWeb. All other

To register for Siebel training, please access http://www.siebel.com/education/ and

Please submit your technical issues and updates to Siebel SupportWeb

North America: +800 214 0400 or +1 650 295 5724

Brazil (So Paulo): +55 11 5110 0800

UK (London): +44 800 072 6787 or +44 1784 494949

Germany (Munich): +49 89 957 18 400

France (Paris): +44 800 072 6787 or +44 1784 494949

Japan (Tokyo): 0120 606 750 (Japan domestic only),

Singapore: +65 212 9266

We appreciate your business and look forward to working with you.

Siebel Systems Welcomes Your Comments Intro

To help us with future versions, we want to know about any corrections or

The title and version of this guide

Contact us through regular mail or email at:

Siebel Systems, Inc.

We appreciate your feedback.

Third-Party Products . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

Data Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5

Server and Client Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6

Planning the Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14

Installation Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-17

Siebel eIntelligence. Siebel eIntelligence provides analyses for strategic insight

Marketing analyses for customer segmentation and to assess the effect of