Installing and Configuring HERMES SoftLab Oracle Siebel CRM/Oracle BI Smart Plug-in for HP Software on Windows 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 Suported 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 and odbcsql command line tools 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 HPOM. Obtain Installation Packages – SPIforSiebel_XX.XX.exe* – 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. 2. 3. 4. Login to your Windows computer where the HPOM for Windows management server is installed as the user with administrator permissions. Run the SPIforSiebel_XX.XX.exe * self-extracting package. The SPI for Siebel Setup Wizard opens. Follow the wizard to install SPI for Siebel. After the installation has completed successfully, start HPOM administrator GUI (management console) and check that SPI for Siebel group was added to tools and policy groups. 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 SPI for Siebel Configuration Wizard and supply the required information (this wizard starts automatically during the installation) • Configure user roles for all users that will be using the management console SPI for Siebel installs two new user roles: – Siebel administrator (HP_OVE_ADMINS group) – Siebel operator (HP-OVE-OPERATORS 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 HOM. When deploying instrumentation on the nodes, make sure that all Siebel services are running (for example, Gateway service, Siebel Server services, and so on). • Deploy Instrumentation 1. From the HPOM GUI, select Nodes, and then right-click a node or a node group. In the menu select All Tasks, and then Deploy Instrumentation. 2. In the Deploy Instrumentation window, select the SPI for Siebel and SPI Data Collector options and click OK to deploy the instrumentation. • Install SPI for Siebel 1. Expand the SPI for Siebel/SIEBSPI-Maintenance/SIEBSPIInstallation/SIEBSPI-Windows Nodes or SPI for Siebel/SIEBSPIMaintenance/SIEBSPI-Installation/SIEBSPI-UN*X Nodes tools group and run the Install WIN or Install UN*X tool. 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. Start the HPOM Console and log in as an HPOM Administrator. 2. In the Policy groups, expand SPI for Siebel/SIEBSPI-Siebel Business Applications/SIEBSPI-Siebel *.*.*/SIEBSPI-Internal group, and then deploy the SIEBSPI_LICENSE_OPC_MSG policy on all managed nodes 3. Deploy instrumentation SPI for Siebel on all Siebel nodes. Note that this step might already be performed as part of the SPI for Siebel installation. Generate the License Request File 1. In the HPOM Console, go to the SPI for Siebel/SIEBSPI-Maintenance/SIEBSPILicensing/SIEBSPI- {UN*X|Windows} Nodes tools group. 2. Run the Clear License Request File tool to clear the siebspi_license_requests.dat license request file on the management server. 3. Run the Generate License Request tool on the managed nodes for which you need licenses. In the Parameters field replace the string “Your Company Name” with the name of your company. 4. Click Launch to generate the siebspi_license_requests.dat license request file. The license request file will be created in the HPOM Management Server SPI-Share folder ((usually C:\Program Files\HP OpenView\Data\shared\SPI-Share\siebspi\ if you are using HPOM/W 7.50 or C:\Program Files\HP\HP BTO Software\Data\shared\SPIShare\siebspi\ if you are using HPOM/W 8.00 or C:\Documents and Settings\All Users\Application Data\HP\HP BTO Software\shared\SPI-Share\siebspi if you are using OM/W 8.10) on the management server. 1/2 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). 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 ...\SPIShare\SPI for Siebel folder. 2. In the HPOM Console, run the Merge License Activation Codes tool to merge the siebspi_licact_new.dat file with the SPI for Siebel license file. 3. Deploy the SPI for Siebel instrumentation on 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. 2/2 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 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 the C:\Program Files\HP OpenView\Data\shared\SPI-Share\siebspi\reports\ directory (or in C:\Program Files\HP\HP BTO Software\Data\shared\SPIShare\siebspi\reports, if you are using HPOM for Windows, version 8.0x). 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).