content services for siebel installation guide · chapter1 introduction...

Content Services for SiebelInstallation Guide

Version 5.3March 2005

Table of Contents

Preface .......................................................................................................................... 7

Chapter 1 Introduction ........................................................................................... 9Related Documentation............................................................................... 9

Chapter 2 Installing Content Services for Siebel ................................................... 11

Chapter 3 Internet Explorer Security ..................................................................... 17

Appendix A Uninstalling the Content Services for Siebel ......................................... 21

Content Services for Siebel Installation Guide 3

Table of Contents

List of Figures

Figure 2–1. Splash Screen ................................................................................................. 11Figure 2–2. Welcome Screen ............................................................................................. 12Figure 2–3. Choose Destination Location Screen ................................................................ 12Figure 2–4. Choose Folder Dialog Box ............................................................................... 13Figure 2–5. Choose Temp Folder Location Screen............................................................... 14Figure 2–6. Installer Progress Bar ...................................................................................... 14Figure 2–7. CSS Temp Directory Creation Message Box ...................................................... 15Figure 2–8. Error in CSS Temp Directory Creation Message Box.......................................... 15Figure 3–1. Internet Options Dialog Box ............................................................................ 17Figure 3–2. Security Tab in Internet Options Dialog Box ..................................................... 18Figure 3–3. Security Settings Window ............................................................................... 19

4 Content Services for Siebel Installation Guide

Table of Contents

List of Tables


Table of Contents


Preface

Documentum Content Services for Siebel Installation Guide explains the requirements and proceduresfor the installation of Content Services for Siebel 5.3 on a client machine. It also contains informationregarding requirements for registry and environmental settings. This guide does not cover either howto use Content Services for Siebel or Siebel implementation procedures. For more information on theintegration or usage of Content Services for Siebel, refer to Documentum Content Services for Siebel UserGuide and Documentum Content Services for Siebel Implementer Guide.

Intended AudienceThis installation guide is written for users, system administrators or databaseadministrators familiar with Documentum, Siebel, Windows 2000/2003/XP, and with theuse of InstallShield routines. It is also written for those who provide help desk or otherlevels of support for the Content Services for Siebel. It is assumed that users, systemsadministrators or database administrators have been properly trained and have theexperience required to use Siebel, Documentum and Content Services for Siebel.

Revision HistoryThe following changes have been made to this document.

Revision History

Revision Date Description

March 2005 Initial Publication of Documentum Content Services forSiebel 5.3 Installation Guide.


Preface


Chapter 1Introduction

Content Services for Siebel is the new name for eConnector for Siebel. However, for backwardcompatibility, you may see “eConnector” in places like folders and docapps. The use of “eConnector”in places the end user does not see is intentional.

Content Services for Siebel is an integration solution that combines Siebel’s Customer RelationshipManagement (CRM) features with Documentum’s content management functionality and makesDocumentum’s content management functionality accessible from within a Siebel application.Content Services for Siebel allows the enterprise to be fully coordinated between front office and backoffice activities. Workflow, document management, imaging, and web content management can bemanaged in a closed-loop marketing, sales, service, and support application.

Related DocumentationThe following documentation is available for using and customizing Content Servicesfor Siebel.

• Content Services for Siebel User Guide• Content Services for Siebel Release Notes• Content Services for Siebel Implementer Guide


Introduction


Chapter 2Installing Content Services for Siebel

This section is for users who have already installed Documentum Desktop Client and wish to installContent Services for Siebel.

The installer installs all files necessary to run Content Services for Siebel on the user’s local machine.For complete installation, files must also be installed on the Siebel server(s).

To install Content Services for Siebel:

1. Run Setup.exe. Splash screen appears (During this time, the installer checks thesystem and system resources).The Setup.exe file is available in the Content Services for Siebel CD-ROM in the‘Stand Alone Client Installation’ folder.

Figure 2-1. Splash Screen

The Welcome page appears.


Installing Content Services for Siebel

Figure 2-2. Welcome Screen

2. Click Next. The Choose Destination Location screen appears.

Figure 2-3. Choose Destination Location Screen



3. To change the default location for saving Content Services for Siebel files, clickBrowse. The Choose Folder dialog box appears.

Figure 2-4. Choose Folder Dialog Box

Select the desired path and click OK.

4. Click Next. The Content Services for Siebel User Temporary Directory screenappears.



Figure 2-5. Choose Temp Folder Location Screen

5. Click Next to continue with installation.

6. The Installer Progress Bar appears showing the files copying to the system.

Figure 2-6. Installer Progress Bar

7. When the files are copied a message box appears informing you that the CSSTemporary directory is successfully created.



Figure 2-7. CSS Temp Directory Creation Message Box

Note: If an error occurs during the creation of temp folder, a pop message isdisplayed as shown in the screen.

Figure 2-8. Error in CSS Temp Directory Creation Message Box

Irrespective of the error the setup creates the temp folder, but you have to manuallyassign full access to all the users.

8. Click OK. A message box appears stating that the setup is complete.

9. Click OK to close the installer.


Chapter 3Internet Explorer Security

This chapter describes a number of security options that must be turned on in IE for Content Servicesfor Siebel to work effectively.

1. Open Internet Explorer.

2. Select Tools→ Internet Options. The Internet Options dialog box appears.

Figure 3-1. Internet Options Dialog Box

3. Click the Security tab to open the corresponding page.


Internet Explorer Security

Figure 3-2. Security Tab in Internet Options Dialog Box

4. Click the Local Intranet icon.

5. Click the Custom Level button. The Security Settings window opens.



Figure 3-3. Security Settings Window

Note: Do not change the path of the eConnector for Siebel folder.

6. Ensure that the Enable button is selected for the following settings:• Download Signed ActiveX controls• Download unsigned ActiveX controls• Initialize and script ActiveX controls not marked as safe• Run ActiveX controls and plug-ins• Script ActiveX controls marked safe for scripting

7. Click OK when finished.

Note: To set new security settings, close and open IE again.


Appendix A

Uninstalling the Content Services forSiebel

To uninstall Content Services for Siebel:

1. Click Start → Settings → Control Panel.

2. Double-click Add/Remove Programs.

3. Select eConnector for Siebel.

4. Click the Change/Remove button.

5. Click Yes in the Confirm File Deletion message box.

6. Click Yes to All in the Remove Shared File message box.

7. Click Yes in the confirmation message box.

8. Click OK.


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