Chapter 2. Planning and Preparing the Installation

When tackling the complex task of installing and configuring Oracle's Siebel CRM, we should keep in mind that a well-considered approach and proper documentation are key factors for a successful completion.

In this chapter, we will discuss the following steps of the Siebel installation process:

• Planning the Siebel CRM Installation
• Understanding hardware and software prerequisites
• Hardware sizing
• Preparing the Siebel database
• Preparing the Siebel file system
• Creating service owner accounts
• Downloading the Siebel installation archives
• Running the Siebel Image Creator
• Obtaining the license key

The overall process of planning and preparation can be described as follows. The following flowchart describes the major steps of the process of planning and preparing a Siebel CRM installation. In this chapter, we will describe each step in detail.