Posted by: Ashish Kumar | June 19, 2009

Siebel Search || Installation


In this post we will cover siebel search instalation process under following topics

1.Installation Requirements for Hummingbird Search Server
2.Installing Hummingbird Search Server 5.3 under Windows
3.Creating the Siebel Search Center Directory on Windows
4.Creating the Siebel Search Center Directory on UNIX
5.Configuring the Search FTP Server on Windows
6. Configuring the Search FTP Server on UNIX
7.Configuring Field Mapping Settings
8.Activating the Search Engine
                            

 Installation Requirements for Hummingbird Search Server

Make sure that the following requirements are met before you begin the installation process: 

NOTE: For easier configuration, the Hummingbird Search Server 5.3 or later must be installed on the designated Siebel Server before any Siebel software installations are performed. 

  • You must have administrator permission for the machine on which you want to install Hummingbird Search Server 
  • If you plan to have very large indices (or frequent searches and indexing), use a dedicated Siebel Server 
  • Make sure that you have enough disk space for the indices. Temporary space requirements for Indexing can be two to four times the ultimate size of the index files. 
  • The Search server machine must have client connectivity to the Siebel database. 
  • You must determine where the external document indices will be kept. Create a share name for the location, and give all users read access to it. 
  • The Web Server, Siebel Server and Hummingbird Search Server may be installed on independent machines. However, the Siebel Server that is dedicated to perform maintenance on search indices must be located on the same machine as the Hummingbird Search Server. 

Installing Hummingbird Search Server 5.3 under Windows 

  • You can install Hummingbird Search Server 5.3 from the third party directory of the Siebel network image.  
  • In Windows Explorer, navigate to the Siebel image location for the current software version such as D:\Siebel_Install_Image\7.8.1.0, and then navigate to the third party directory where the Hummingbird SearchServer installer is located. 
  • Double-click setup.exe. The Hummingbird installation screen appears with list of options. Click the Install Search Server option. Setup then prepares the InstallShield Wizard used to install the software. 
  • Accept the license agreement, and then in the SearchServer 5.3 Setup dialog box, enter the serial number information listed below.

 Operating System License Key

 Microsoft Windows 2000/2003

BAB0F794D92E6150 

  • In the Choose Destination Location dialog box, click Next to accept the default directory location, or click Browse to select your own location. When you have chosen your default directory, click next. 
  • You are not required to change the default location to your Siebel server installation directory. Please accept the default directory location, unless you do not have disk space. 
  • In the Select Components dialog box, accept the defaults, and then click next. 
  • In the Hummingbird SS Servlet Runner Setup Options dialog box, accept the default port number, and then click next. 
  • In the JDBC Driver Port Selection dialog box, accept default, and then click next. 
  • Upon completion of SearchServer 5.3 setup, click Finish. 
  • NOTE: For an environment where you have all operations running from one machine, or do not have a client connector set up, you do not need to have any of the Services running. 

To verify Hummingbird SearchServer installation under Windows 

To determine what Hummingbird SearchServer version is currently installed, From the Hummingbird SearchServer installation directory, open the command prompt and run the following command: H:\>ftcin -9

 Creating the Siebel Search Center Directory on Windows

 The D:\fs\SSC directory on the Siebel Server will also be used as the FTP home directory.

To create the Siebel Search Center directory structure on Windows

  • Create a directory for storing the XML feed files on the Siebel Server, for example, D:\fs\SSC\xmlidata.

The XML feed files are generated at runtime and temporarily stored in the fs\SSC\xmlidata folder. The feed files are automatically deleted once indexing completes.

  • Create a directory for storing the XML feed status files on the Siebel Server, for example, D:\fs\SSC\xmlidata\err.

The XML feed status files are generated at run time, and indicate the error or success status of the crawl operation.

  • Create a directory for storing the XML field mapping file on the Siebel Server, for example, D:\fs\SSC\Config.
  • Copy the file <application_suite>_OSES_Field-Mappings.xml from the installation directory at siebsrvr\bin\ to the config directory at D:\fs\SSC\Config\.
    1. Copy the file SSC_OSES_Field-Mappings.xml if you are using a Siebel application that operates across industries, such as Siebel Call Center, Siebel Sales or Siebel Marketing.
    2. Copy the file SIA_OSES_Field-Mappings.xml if you are using a Siebel Industry application, such as Siebel Finance, Siebel Medical, or Siebel Pharma.
  • Set the permissions for D:\fs\ to Full Control for Everyone.

 Creating the Siebel Search Center Directory on UNIX

 This topic covers creating the Siebel Search Center directory structure on the Siebel Server for a UNIX environment.

To create the Siebel Search Center directory structure on UNIX

  • Create a directory for storing the XML feed files on the Siebel Server, for example, /export/home/fs/SSC/xmlidata.

The XML feed files are generated at runtime and temporarily stored in the fs/SSC/xmlidata folder. The feed files are automatically deleted once indexing completes.

  • Create a directory for storing the XML feed status files on the Siebel Server, for example, /export/home/fs/SSC/xmlidata/err.

The XML feed status files are generated at runtime, and indicate the error or success status of the crawl operation.

  • Create a directory for storing the XML field mapping file on the Siebel Server, for example, /export/home/fs/SSC/Config.
  • Copy the file <application_suite>_OSES_Field-Mappings.xml from the installation directory at siebsrvr/lib/ to the config directory at /export/home/fs/SSC/Config/.
    1. Copy the file SSC_OSES_Field-Mappings.xml if you are using a Siebel application that operates across industries, such as Siebel Call Center, Siebel Sales or Siebel Marketing.
    2. Copy the file SIA_OSES_Field-Mappings.xml if you are using a Siebel Industry application, such as Siebel Finance, Siebel Medical, or Siebel Pharma.

Set the permissions for /export/home/fs/ to Full Control for Everyone.

 

Configuring the Search FTP Server on Windows

 This topic covers configuring the FTP server on Windows, so that Oracle Secure Enterprise Search can access the Siebel Search XML feed files for crawling and indexing operations. The FTP home directory is set to the Siebel Search Center directory. See your operating system documentation on Internet Information Services for more information on setting up the FTP server.

 To configure the Search FTP server on Windows

Select Start > Control Panel > Add or Remove Programs > Add/Remove Windows Components.

Select Application Server > Details > Internet Information Services (IIS) > Details.

Select File Transfer Protocol (FTP) Service and click OK.

Click Next on Windows Components Wizard, This will install the IIS and FTP services.

Select Start > All Programs > Administrative Tools > Internet Information Services. The Internet Information Services (IIS) console is launched.

Right Click on Default FTP Site and select Properties.

Select the FTP Site tab.

Enter Siebel Search Center FTP Site in the Description field.

Select the Home Directory tab.

Select the check box Directory Located on this Computer.

Set the Home Directory Local Path to D:\fs\SSC.

The paths in the RSS Crawler file are configured relative to your FTP Home Directory.

Select the check boxes for Read, Write and Log visits.

Set Directory Listing Style to UNIX.

 Configuring the Search FTP Server on UNIX

 This topic covers configuring the FTP server on UNIX, so that Oracle Secure Enterprise Search can access the Siebel Search XML feed files for crawling and indexing operations.

To configure the Search FTP server on UNIX

  • Enable the FTP service on the Siebel Server machine.
  • Set the FTP home directory to /export/home/fs/SSC.

The paths in the RSS Crawler file are configured relative to your FTP home directory.

 

Configuring Field Mapping Settings

 

The settings enclosed in percentages in the field mapping file need to be configured for integration between Siebel Search and Oracle Secure Enterprise Search. There are two mapping files and the correct one to use is as follows:

Use the file SSC_OSES_Field-Mappings.xml if you are using a Siebel application that operates across industries, such as Siebel Call Center, Siebel Sales or Siebel Marketing.

Use the file SIA_OSES_Field-Mappings.xml if you are using a Siebel Industry application, such as Siebel Finance, Siebel Medical, or Siebel Pharma.

To configure field mapping settings

  • Open the file <application_suite>_OSES_Field-Mappings.xml, located on the Siebel Server, in an XML or text editor.
  • On Windows this file is located at D:\fs\SSC\Config\.
  • On UNIX this file is located at /export/home/fs/SSC/Config/.

 

Enabling Search Security Web Service

 

This topic covers enabling the SearchSecurityService Inbound Web service for integration with Oracle Secure Enterprise Search.

To enable security for Search inbound Web services

  • Navigate to Administration – Web Services > Inbound Web Services.
  • Click on the Query button on the Inbound Web Services applet.
  • Enter SearchSecurityService in the Name field and click Go.
  • On the Address field of the Service Ports applet, substitute the address variables in the following URL:

http://<WebServer>/eai_<language>/start.swe?SWEExtSource=WebService&SWEExtCmd=Execute&UserName=<UserName>&Password=<Password&gt;

  • The WebServer variable should be substituted with the IP_Address:Port_Number of the Siebel application server. Port number is optional for Windows.
  • The language variable should be substituted with the Siebel application language, for example, enu.
  • The UserName and Password variables should be substituted with the Siebel administrative user’s credentials.
  • On the Service Ports applet select Menu > Save Record.
  • Click the Clear Cache button on the Inbound Web Services applet.

Restart the Siebel Server.

 Activating the Search Engine

 A search engine is activated by selecting the Default Flag check box in the Administration – Search > Search Engine Settings view. Only one search engine can be activated at any one time—make sure that the Default Flg check box is checked for just one search engine.

To activate the search engine

Navigate to Administration – Search > Search Engine Settings.

Check the Default Flag field for Oracle Secure Enterprise Search.

 

Activating Search Run-Time Events

 Activating preconfigured Search run-time events is required to enable incremental indexing and refresh indexing. This task is required for both thick and thin clients. Search runtime events monitor create, update and delete events executed on Search Objects in the data repository. The Action Sets create records in the transaction table and trigger the Search Content business service method UpdateIndex.

To activate the Search run-time events

  • Navigate to Administration – Runtime Events > Action Sets.
  • Query on the Update Index Action Set.
  • Select the Active and Enable Export check boxes to activate the Update Index run-time events.
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