Installing and Configuring HERMES SoftLab Oracle Siebel CRM/Oracle BI Smart Plug-in for HP Software on UNIX Quick Reference HERMES SoftLab d.o.o. Installation and Configuration Overview Preparing the Environment Installing on the HPOM Management Server Configuring on the HPOM Management Server - SPI for Siebel Hardware and Software Requirements - Prepare the Siebel Environment - Set Up Managed Nodes - Obtain Installation Packages - Install SPI for Siebel on the HPOM Management Server - Configure the HPOM Management Server Deploying on the Managed Nodes - Deploy Instrumentation on the Managed Nodes - Install SPI for Siebel on the Managed Nodes Licensing - Deploy the Licensing Policy on Managed Nodes - Generate License Request File - Obtain License Activation File - Merge and Deploy the License Files Verifying the Installation and Configuration Installing Reports - Verify the Installation - Verify the Configuration - Verify Licensing - Install Reports Preparing the Environment • • • • - SPI for Siebel Hardware and Software Requirements - Prepare the Siebel Environment - Set Up Managed Nodes - Obtain Installation Packages SPI for Siebel Hardware and Software Requirements – For requirements, supported versions and platforms refer to SPI for Siebel Supported Platforms document. Prepare the Siebel Environment – Obtain and prepare all information on your Siebel environment – Install and run HPOM agents on all preproduction Siebel nodes with the opcmsg policy (send message) – Ensure access to the HP Operations Manager management server and all target nodes, HP Performance Manager (optional), Internet Services (optional) and Reporter (optional). – Ensure Siebel Enterprise Applications Server Manager command line tool (srvrmgr) and odbcsql command line tool are working on all target nodes Set Up Managed Nodes (for details refer to SPI for Siebel Installation and Configuration Guide) Siebel servers are added as managed nodes to the HP OM. Obtain Installation Packages – SIEBSPI_XX_XX_HP-UX11.x.eulsa * – SIEBSPI_XX_XX_Sun. eulsa * – SPIforSiebel-Reports_XX.XX.exe *(part of the SPI for Siebel installation package) Note:* XX.XX is the version of the package, for example, 03.20 Installing the HPOM Management Server - Install SPI for Siebel on the HPOM Management Server During the installation, all HP Operations Manager processes must be “up and running”. 1. Copy the following files to the /tmp directory: – – 2. 3. Use the chmod command to set the executable permissions to the files hsl_eulsa_hpux or hsl_eulsa_sun , if necessary. To obtain the product installation package, you first must agree to the end-user license agreement. In the /tmp directory, run from the command line: – – 4. 5. 6. For HP-UX 11.x: the files HSLSPIeula_hpux and SIEBSPI_xx_xx_HP-UX11.x.eulsa For Sun Solaris: the files HSLSPIeula_sun and SIEBSPI_xx_xx_Sun.eulsa For HP-UX: ./hsl_eulsa_hpux -e SIEBSPI_xx_xx_HP-UX11.x.eulsa For Sun Solaris: ./hsl_eulsa_sun -e SIEBSPI_xx_xx_Sun.eulsa The standard HERMES SoftLab Software License Agreement will be displayed. Read it carefully, type Your name, Company name and I AGREE, then press [ENTER] to generate the installation package file and your digitally signed End User License & Support Agreement file. Install SPI for Siebel with the following command: – For HP-UX : /usr/sbin/swinstall -s / <depot dir>\/SIEBSPI_xx_xx_HP-UX11.x.sdtape SIEBSPI_xx_xx-All – For Sun Solaris: /usr/sbin/swinstall -s / <depot dir>\/SIEBSPI_xx_xx_Sun.sdtape SIEBSPI_xx_xx-All After the installation has completed successfully, start HP Operations Manager administrator GUI (management console) and check that SPI for Siebel group was added to Application Bank (Tools) and in Message Source Templates (Policies). Note:* XX.XX is the version of the package, for example, 03.20 Configuring the HPOM Management Server - Configure the HPOM Management Server Configuration data is stored in the instrumentation folder on the management server and is copied to the node when deployment on the node is performed. • To set up your SPI for Siebel product, run the siebspi_configure application located in the /opt/OV/siebspi/bin directory and enter the required data • Assign “SIEBSPI Operator“ OM User Profile that was created by SPI during the installation to all OM Users that will be using the OM management console with the SPI for Siebel. SPI for Siebel installs SIEBSPI Operator in User Profile Bank that has responsibilities for SIEBSPI Node Group, SIEBSPI and SIEBSPI_INT Message Groups and SPI for Siebel Application group. Deploying on the Managed Nodes - Deploy Instrumentation on the Managed Nodes - Install SPI for Siebel on the Managed Nodes Siebel servers are added as managed nodes to the HPOM. When deploying instrumentation on the nodes, make sure that all Siebel services are running (for example, Gateway service, Siebel Server services, and so on). • Add the Managed Nodes to the HPOM Management Server Make sure the agent on the node is running. 1. 2. 3. 4. Start the HP Operations Manager Console and log in as an HPOM Administrator (opc_adm). In the Node Bank window, first click Actions, and then Node. Click Add to open the Add Node window. Add the Node name and select proper Machine type and OS Name. After you add all required information, click [OK] to exit the Add Node window. 1/2 Deploying on the Managed Nodes • - Add the Managed Nodes to the OM Management Server - Install SPI for Siebel on the Managed Nodes 2/2 Install SPI for Siebel 1. To ensure that SIEBSPI messages appear correctly in the HPOM message browser, add the target nodes to their corresponding new node group SIEBSPI. This node group and the new message groups, siebspi and siebspi_int, need to be assigned to the HPOM user(s), operator and/or administrator, who will be using the instrumentation. 2. Select the target node in the HPOM Node Bank window. In the menu, first click Actions, then Agents, and then click Install/Update SW & Config. 3. In the Install/Update Software and Configuration window select the following checkboxes: Actions, Monitors, and Commands. Click [OK]. 4. Go to SPI for Siebel/SIEBSPI-Maintainance/SIEBSPI-Installation/SIEBSPI-UN*X Nodes Installation or SPI for Siebel/SIEBSPI-Maintainance/SIEBSPI-Installation/SIEBSPIWindows Nodes Installation applications group and run the Install on UN*X Node or Install on Windows Node application. Licensing • - Deploy the Licensing Policy on Managed Nodes - Generate License Request File - Obtain License Activation File - Merge and Deploy the License Files Deploy the Licensing Policy on Managed Nodes 1. 2. 3. 4. 5. 6. 7. 8. 9. Start the HPOM Console and log in as HPOM Administrator (opc_adm). In the Node Bank window select the node(s) to which you want to deploy the templates. In the menu first click Actions, and then Agents. Click Assign Templates to open the Define Configuration window. Click Add to open the Add Configuration window. Click Open Template Window to open the Message Source Templates window. In the Template Group list expand SPI for Siebel/SIEBSPI-Siebel Business Appl/SIEBSPI-Siebel *.*.*/SIEBSPI-Internal group, and then in the right pane select the SIEBSPI_LICENSE_OPC_MSG message template. In the Add Configuration window click Get Template Selections and then [OK]. The selected template is now added to the list of templates in the Define Configuration window. In the menu first click Actions, and then Agents. Click Install/Update SW & Config to open the Install/Update Software and Configuration window. 10. Select the Templates checkbox and click [OK]. The template required for licensing SIEBSPI-LICENSE_OPC_MSG is installed on the managed node. 1/3 Licensing • - Deploy the Licensing Policy on Managed Nodes - Generate License Request File - Obtain License Activation File - Merge and Deploy the License Files Generate License Request File 1. 2. 3. 4. In the Node Bank window, first click Window, and then Application Bank. The Application Bank window opens. Go to SPI for Siebel/SIEBSPI-Maintenance/SIEBSPI-Licensing/SIEBSPI{UN*X|Windows} Nodes group. Run the 1.Clear License Request File application to clear the siebspi_license_requests.dat license request file on the management server. Run the 2.Generate License Request application on the managed nodes for which you need licenses. In the Customized Startup-Application window, in the Application Parameters field, replace the string "Your Company Name" with the name of your company. Click [OK] to generate the siebspi_license_requests.dat license request file. The license request file will be created in the /opt/OV/siebspi folder on the management server. The license request file will be created in the folder /opt/OV/siebspi on the management server. 2/3 Licensing - Deploy the Licensing Policy on Managed Nodes - Generate License Request File - Obtain License Activation File - Merge and Deploy the License Files • Obtain License Activation File 1. Upload the license request file using the Licensing Portal (http://spi.hermessoftlab.com/licensing/) or send it by e-mail to the Licensing Department (spilicensing@hermes-softlab.com). Prefer first option. You will receive a license activation file siebspi_licact_new.dat by e-mail. • Merge and Deploy the License Files 1. Copy the siebspi_licact_new.dat file to the HPOM Management Server folder (/opt/OV/siebspi). 2. In the Application Bank window, go to SPI for Siebel/SIEBSPI-Maintenance/SIEBSPILicensing/SIEBSPI-{UN*X|Windows} Nodes application group and run the Merge License Activation Codes application to merge the siebspi_licact_new.dat file with the SPI license file. 3. In the Install/Update Software and Configuration window, distribute Monitor to all managed nodes for which you have requested the licenses. Licensing tutorial is available at HERMES SoftLab website. Note that you will be requested to sign in. 3/3 Verifying the Installation and Configuration • Verify the Installation 1/3 - Verify the Installation - Verify the Configuration - Verify Licensing Do you meet hardware and software requirements? NO Check software requirements and install the required software. NO Set up managed nodes (refer to SPI for Siebel Installation and Configuration Guide). YES Are your Siebel servers added as managed nodes to the HPOM? YES Install SPI for Siebel on the HPOM management server. Is SPI for Siebel group added to tools and policy groups in HPOM administrator GUI? YES Proceed with Verifying the Configuration. NO For solution refer to chapter Troubleshooting in the SPI for Siebel Installation and Configuration Guide, or reinstall the product. Verifying the Installation and Configuration • Verify Licensing 3/3 - Verify the Installation - Verify the Configuration - Verify Licensing Is the licensing policy deployed on all nodes? Check the HPOM Agent configuration. Try to deploy a native HPOM policy on the node. NO YES Is the siebspi_license_requests.dat file located in the HPOM Management Server SPIShare folder? NO In the message browser find the licensing message. The message contains the error description and proposed solution. NO Verify that you received the file and copy it to the HPOM Management Server SPI-Share folder. YES Is the license activation file siebspi_licact_new.dat located in the HPOM Management Server SPIShare folder? YES Can you use SPI for Siebel on managed nodes? YES Congratulations! You have successfully installed the SPI for Siebel. NO Use provided support applications to troubleshoot the installation. Contact support at support-siebspi@hermes-softlab.com Installing Reports • - Install Reports - Configure Reports Install Reports 1. Where HP Reporter is installed, login to your Windows machine as the user with administrator permissions. 2. Run the SPIforSiebel-Reports_xx.xx.exe package, located in /etc/opt/OV/share/siebspi/reports, if you are using HPOM for UNIX. 3. In the Select Setup Type window, select one of the following: 4. – HPOM for Unix 7.x – HPOM for Unix 8.x – HPOM for Windows 7.0, 7.1, 7.2 – HPOM for Windows 7.50 – HPOM for Windows 8.0 (or higher) After the installation has completed successfully, start HP Reporter on the Reporter system and check that SPI for Siebel is listed under Installed Packages (in the File menu select Configure, then select Report Packages). You can start using Reports when performance data is collected on the managed nodes (after at least two days).