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Implementing Siebel 7 for High Availability
Richard Sands Siebel Expert Services
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Who are Siebel Expert Services?
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Siebel Customer Care Model
Technical Account Management Technical Account Manager Understand customer’s business objectives and IT landscape Lead customers toward success using Siebel best practice methodology Help customer deploy licences in timeframe to achieve business benefit through product, technical implementation and project advice Review and monitor key project milestones Implementation and Technical Advice TAM & Expert Services Package Customer Expert Services Deep Technical Advice Ensure optimal use of Siebel technology, and architecture Product Support Deep Technical Advice Technical Support Expert Services Technical Support Technical advice and support via Siebel support web Manage product change requests Manage customer support profile Maintenance Support &
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Expert Services—Deep Technical Expertise
Define Design Config Test Deploy Run Proactive Technical Assistance Sizing Review Design Review Config Review Performance Review Production Readiness Review Production Health Check Technical Workshops Expert Services Skills Experts in Siebel technology and architecture: Architecture Platform Configuration Integration Performance Experts in optimal use of Siebel application Leverage experience of 3000 implementations and direct engineering relationship Direct involvement in new product development cycle Deep understanding of technical best practices Extensive training in Siebel technology and platforms Experience in creating many practical technical solutions for specific and complex needs
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Implementing Siebel 7 for High Availability
Richard Sands Siebel Expert Services
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Session Overview and Objectives
Siebel 4/6/2017 Session Overview and Objectives The purpose of this session is To provide an overview of Siebel High Availability Architectures on the Microsoft Platform. This session will cover Different High Availability Architectures How they can be applied with Siebel When each architecture is suitable How architectures can be combined in a single Siebel Enterprise New features in Siebel 7 Key Point: Will focus on Siebel-Specific functions. Won’t cover generic best practices for HA 1-Hogan Siebel
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High Availability Mechanisms
Siebel 4/6/2017 High Availability Mechanisms Distributed Services (Resilient Processing) Similar to Load Balancing but implemented differently and workload is not considered. Siebel services are running concurrently on different servers. If one server goes down, then the service will find a process running on a different server to continue it’s work. Scalable Services (Load Balancing) Distributing multiple instances of a service to different servers based on workload A good example of this is IIS Load Balanced Web Servers Failover Services (Clustered Servers) We are strictly speaking of Failover Clusters in the Siebel Environment. Failover is for those services that can only run on a single server and so High Availability is achieved by failover using Microsoft Cluster Server and in the case of the Database using SQL Server’s fully cluster aware architecture. These three categories of services explain how each software service in the Siebel Environment can be made highly available. Scalable Services are made Highly Available through Load Balancing Distributed Services are made Highly Available through Resilient Processing 1-Hogan Siebel
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Delivering High Availability
Distributed Services Scalable Services Failover Services Delivering High Availability
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Distributed Services – What they are
Siebel 4/6/2017 Distributed Services – What they are Service available from many servers Many requests for service Requests automatically assigned No consideration of server loading Use for Internal Requests (from within Siebel Enterprise) 1-Hogan Siebel
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Distributed Services are used for…
Siebel 4/6/2017 Distributed Services are used for… Service available from many servers Multiple requests for service Requests originate with other Siebel Server component Use for components which can run on multiple servers Can run on clustered or load balanced siebel servers Siebel implement through Server Request Broker task Examples: Workflow Processes File System Manager 1-Hogan Siebel
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Distributed Services – How they work
Siebel 4/6/2017 Distributed Services – How they work New Component – Server Request Broker (SRBroker) Replaces Server Request Manager (SRMSynch) Accepts server requests If requested component is running on local server, then runs request locally If requested component is running on other servers, then routes request to each server in turn If one server fails, but component is available on other server(s) then will run on remaining servers Can control which servers perform which functions by how components are assigned 1-Hogan Siebel
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Distributed Services illustrated
Web Client Web Server Web client request Assignment Task Siebel Enterprise Server Assignment Manager Service Request Broker determines if Assignment Task is available locally Object Manager If yes, then the task is run locally SRBroker SRBroker SRBroker Workflow Process Manager Workflow Process Manager Assignment Manager
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Distributed Services providing scalability
Web Client Web Server Web client request Workflow Process Siebel Enterprise Server Service Request Broker determines if Workflow Process Mgr is available locally Assignment Manager Object Manager No, the tasks is assigned on a round-robin basis to servers that do have the Workflow Process Mgr. running. SRBroker SRBroker SRBroker Workflow Process Manager Workflow Process Manager Assignment Manager
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Distributed Services provide High Availability of components
Web Client Web Server Siebel Enterprise Server Assignment Manager Object Manager SRBroker SRBroker SRBroker Workflow Process Manager Workflow Process Manager Assignment Manager
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Distributed Services – Where they apply
Distributed Services only apply within Siebel Servers: Support for all components that use Server Request Broker (synchronous requests) This includes Server Request Processor (asynchronous requests) Workflow Processes (Workflow Process Manager, Business Integration Manager) Siebel File System (File System Manager) Server Manager GUI Web Client Wireless Client Mobile Web Client Handheld Client Dedicated Web Client Wireless Gateway Server Mobile DB SQL CE Web Servers with SWSE Gateway Name Server Siebel Gateway Resonate Central Dispatch Server Manager cmd line interface Siebel Enterprise Server Siebel Servers EAI & Data Loading Siebel file System SQL Server Database
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Delivering High Availability
Distributed Services Scalable Services Failover Services Delivering High Availability
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Scalable Services – What they are
Siebel 4/6/2017 Scalable Services – What they are Load balanced services Service available from many servers Many requests for service Requests automatically assigned Assignment considers server loading Use for External Requests (originating outside load balanced Servers) Implemented through Resonate Central Dispatch for Siebel Servers 1-Hogan Siebel
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Scalable Services – What they are used for
Siebel 4/6/2017 Scalable Services – What they are used for Siebel Object Managers Ideal candidates for load balancing Can use failover clusters for small deployments Can load balance all object managers (except eConfigurator Object Manager) Cannot directly load balance other components Can implicitly load balance requests Requests from load balanced OM will run on the same Siebel Server whenever possible Sessions remain fixed to object manager instance 1-Hogan Siebel
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Scalable Services – What they’re used for
Siebel 4/6/2017 Scalable Services – What they’re used for Web Servers Ideal candidates for load balancing Can use failover clusters if only one web server Can use any load balancing solution Sessions can be distributed across multiple web servers Stateless Web Servers 1-Hogan Siebel
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Scalable Services – How they’re used
Siebel Server Load Balancing Must use Resonate Central dispatch Can only load balance Object Managers Supplied with Siebel Use is mandatory when: Load balanced web servers More than one Siebel Server running same Object Manager NAT used across Siebel Servers Only installed on load balanced servers Never installed on failover clusters Dedicated Static Virtual IP Address (VIP) Used for all access to load balanced components Not accessible from load balanced servers Use servers nominated as “schedulers” to allocate connections across load balanced servers. Schedulers can be on dedicated or load balanced servers
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Scalable Services illustrated in the Siebel Environment
Server Manager GUI Web Client Wireless Client Mobile Web Client Handheld Client Dedicated Web Client Wireless Gateway Server Mobile DB SQL CE Web Servers with SWSE Gateway Name Server Resonate Central Dispatch Resonate Schedulers Server Manager cmd line interface Siebel Enterprise Server Siebel Servers EAI & Data Loading Siebel file System SQL Server Database
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Scalable Services and their flow through the environment
Server Manager GUI Web Client Wireless Client Mobile Web Client Handheld Client Dedicated Web Client IIS Network Load Balancing Wireless Gateway Server Mobile SQL DB CE Web Servers with SWSE Resonate Central Dispatch Gateway Name Server Resonate Central Dispatch Resonate Schedulers Server Manager cmd line interface Siebel Enterprise Server Siebel Servers EAI & Data Loading Siebel file System SQL Server Database
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Scalable Services and what happens when a web server crashes
Siebel 4/6/2017 Scalable Services and what happens when a web server crashes Server Manager GUI Web Client Wireless Client Mobile Web Client Handheld Client Dedicated Web Client Wireless Gateway Server Mobile SQL DB CE Web Servers with SWSE Gateway Name Server Resonate Central Dispatch Resonate Schedulers Server Manager cmd line interface Siebel Enterprise Server Exception: If the application has been configured to use SSL then the user may need to log in again. Siebel Servers EAI & Data Loading Siebel file System SQL Server Database 1-Hogan Siebel
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Scalable Services and what happens when a Siebel server crashes
Server Manager GUI Web Client Wireless Client Mobile Web Client Handheld Client Dedicated Web Client Wireless Gateway Server Mobile SQL DB CE Web Servers with SWSE Gateway Name Server Resonate Central Dispatch Resonate Schedulers Server Manager cmd line interface Siebel Enterprise Server Siebel Servers EAI & Data Loading Siebel file System SQL Server Database
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Scalable Services illustrating a Siebel Server Crash Recovery
Server Manager GUI Web Client Wireless Client Mobile Web Client Handheld Client Dedicated Web Client IIS Network Load Balancing Wireless Gateway Server Mobile SQL DB CE Web Servers with SWSE Resonate Central Dispatch Gateway Name Server Resonate Central Dispatch Resonate Schedulers Server Manager cmd line interface Siebel Enterprise Server Siebel Servers EAI & Data Loading Siebel file System SQL Server Database
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Scalable Services and what happens when a Scheduler Crashes
Siebel 4/6/2017 Scalable Services and what happens when a Scheduler Crashes Server Manager GUI Web Client Wireless Client Mobile Web Client Handheld Client Dedicated Web Client Wireless Gateway Server Mobile SQL DB CE Web Servers with SWSE Gateway Name Server Resonate Central Dispatch Resonate Schedulers Server Manager cmd line interface Siebel Enterprise Server No sessions are lost and no connections are lost. Any messages being routed by resonate at the time of failure will be lost. New messages will be automatically routed to the secondary server. When the primary server is repaired it will automatically take over new message request. Siebel Servers EAI & Data Loading Siebel file System SQL Server Database 1-Hogan Siebel
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Scalable Services – Indirect load balancing
Web Client Web Client Only Object Managers an be directly load balanced Some functions called by Object Managers can be indirectly load balanced Must run on all Object Manager Siebel Servers Resonate load balancing takes into account total CPU load on server, includes all Components Some components can be indirectly load balanced without SRBroker (Comms Manager, Chart Server, etc) Resonate Central Dispatch Siebel Enterprise Server Object Manager Object Manager SRBroker SRBroker Workflow Process Manager Workflow Process Manager
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Scalable Services - eConfigurator
Special Case – Does not use Server Request Broker or Resonate Uses Second-level routing New feature in Siebel Enables load balancing of Remote eConfigurator requests across a pool of eConfigurator servers Defined through the ‘Produce Configurator – Remote Server’ component parameter Load assessed on number of active eConfigurator sessions on each server
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Scalable Services – Where they apply
Scalable Services apply to Siebel Servers and Web Servers Siebel Server only for load balanced Siebel Components (object managers) Resonate used to load balance Siebel Servers Server Manager GUI Web Client Wireless Client Mobile Web Client Handheld Client Dedicated Web Client Wireless Gateway Server Mobile DB SQL CE Web Servers with SWSE Gateway Name Server Resonate Central Dispatch Resonate Schedulers Server Manager cmd line interface Siebel Enterprise Server Siebel Servers EAI & Data Loading Siebel file System SQL Server Database
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Delivering High Availability
Distributed Services Scalable Services Failover Services Delivering High Availability
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Failover Services – What they are
Siebel 4/6/2017 Failover Services – What they are Service available from one server No consideration of server loading Siebel implement through failover clusters Siebel services restart on other physical server Can be accessed through same network name / IP address on either physical server 1-Hogan Siebel
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Failover Services – How they work
Siebel 4/6/2017 Failover Services – How they work Logical Server Disk Storage Network Processes Siebel Server Siebel Tasks Siebel Gateway Logical Server Disk Storage Network Processes Siebel Server Siebel Tasks Siebel Gateway Physical Servers Disk Storage Network Processes Key Point – concept of logical server. All necessary resources for “server” can move between different boxes. Shared Disk 1-Hogan Siebel
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Failover Services – Cluster Deployment Models
Active-Passive Application only live on one host in cluster Other host acts as warm standby only No performance degradation on failover Low return on investment on second server Active-Active Applications live on both hosts in cluster Performance degraded on failover due to additional load Better return on investment on second server Logical Server Logical Server Logical Server
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Failover Services – Cluster Deployment Models
Siebel 4/6/2017 Failover Services – Cluster Deployment Models Logical Server Siebel Gateway Name Server Logical Server Siebel File System Physical Servers Disk Storage Network Processes Logical Server Siebel Server 1 Logical Server Siebel Server 2 Key point – No restriction on how many logical servers on each physical server. Introduce the concepts of Active-Passive and Active-Active Shared Disk 1-Hogan Siebel
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Failover Services – What they’re used for
Siebel 4/6/2017 Failover Services – What they’re used for Can Only be Clustered: Siebel Database Siebel Gateway Siebel File System Siebel Remote / Replication Most Background Mode Siebel Components Can optionally be Clustered Object Managers Web Servers (not on NT/MSCS) Can’t Cluster Batch Components Will run but won’t failover Some Third Party (i.e. Actuate) 1-Hogan Siebel
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Which Clusters do Siebel support?
4/6/2017 Which Clusters do Siebel support? Microsoft Cluster Server (Windows NT & 2000) Windows Server 2003 support with Siebel 7.7 Cluster hardware must be on the Certified Hardware list. Each component as well as the combination of components Special Agents not Required Siebel Server and Gateway use Generic Service resource type Improved Installation Support Install on first node Run automatically generated script on second node Documented in Bookshelf 1-Hogan Siebel
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Failover Services – Where they apply
The Siebel functions that must be clustered are: Siebel Gateway Name Server Siebel Server Only specific components such as Siebel Remote or Workflow Policies. Siebel File System SQL Server Database Other Siebel functions can be clustered Siebel Web Server Extensions Load Balancing preferred Other components. Server Manager GUI Web Client Wireless Client Mobile Web Client Handheld Client Dedicated Web Client Wireless Gateway Server Mobile DB SQL CE Web Servers with SWSE Gateway Name Server Resonate Central Dispatch Resonate Schedulers Server Manager cmd line interface Siebel Enterprise Server Siebel Servers EAI & Data Loading Siebel file System SQL Server Database
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Delivering High Availability
Distributed Services Scalable Services Failover Services Delivering High Availability
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Installing Siebel on Clusters
Clustered Software must always be installed on clustered disks Do not use quorum disk Clustered IP Addresses/Network names must always be used to access clustered Siebel resources Otherwise resource can’t be accessed after failover Always give clustered Gateway IP/Name Cluster Groups should be configured before installing Siebel Use separate group to Administration/Quorum group Each group must have: Disk(s) IP Address Network Name Always use domain accounts
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Installing Siebel on MSCS
Non-Standard Cluster Resource Settings Siebel Server Services Restarts - Threshold: 10 Try & restart the Siebel Server 10 times before failing over. Gives any time needed for a Gateway to start. Pending Timeout – 300 seconds Allows 300 seconds for a Siebel Server to shutdown before being marked as failed
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Integration with MSCS “Cluster-Aware” applications have special ‘dll’ defining custom application-specific resource types for MSCS Used to start/stop/monitor application None available for Siebel Siebel uses Generic Service resource type Each siebel item (Gateway/Server) has simple interaction with NT Can be controlled through single Process (siebsvc) run as service No need for custom resource type, and no plans to provide Get service name from Registry or service properties [HKEY_LOCAL_MACHINE\System\CurrentControlSet\Services] Gateway : gtwyns Server : siebsrvr_<Ent>_<Srvr> i.e. siebsrvr_EntSieb752_srvr1
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Sample Cluster Resources – Siebel Server
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Installing Siebel on Clusters - Issues
Siebel Server Host Parameter Set to physical hostname of server installed upon Prevents Server Manager from connecting when server on other node Change through Server Manager: change param Host= virtualhost_name for serverlogical_Siebel_Server name
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Installing Siebel on Clusters - Issues
Network Name Siebel must use cluster network name If use server name then remote/replication/server manager errors Can lead to data corruption Must ensure that ‘Use Network Name for Computer Name’ tick box selected in Siebel Server service resource Can only be set on resource creation Requires Network Name and IP Address resource dependencies (NT Only)
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Clustering the Database
Siebel support specific database versions Siebel support any failover cluster for a supported database version that is supported by the database vendor All recent SQL Server Enterprise versions support MSCS For SQL Server can also consider Log Shipping Keep secondary server in standby Copy across log files to secondary May lose most recent transactions after failover If still have tail of transaction log then can manually apply most recent transactions Need to automate failing over network connections Can be automated by Database Maintenance Wizard
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Clustering the Siebel File System
Just need a clustered network share Use the ‘File Share’ cluster resource type Siebel File System must reside on a clustered disk
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Delivering Siebel High Availability
What Siebel settings affect High Availability Component Recovery What happens if a component fails Aim to maintain the function of the component Mechanisms Database reconnect Built into Object Manager components If database connection lost then automatically tries to re-establish Not configurable Retries Available in certain other components Configurable Restarts Available in all components Not suitable for some components (i.e. EIM, Workflow Processes) If component exits with error then automatically restarts
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Delivering Siebel High Availability
Must ensure HA solution for every critical component Failover Tasks that can only run in one place Database Gateway Name Server File System Workflow Policies Remote Replication Scalable User Connections Web Servers Object Managers Thin Client Users Distributed Requests from Siebel Server Components File System Manager Workflow Processes Interactive Assignment Document Server
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Minimal Siebel High-Availability Configuration
4/6/2017 Minimal Siebel High-Availability Configuration Database Server Gateway / Siebel Server / Siebel File System/ Web Server Siebel Server could run Object Manager - Cluster Note: No load-balancing 1-Hogan Siebel
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Small-Medium Siebel High-Availability Configuration
Web Server Gateway/File System Remote/EIM Cluster Object Manager Load Balanced Database Server Cluster Load Balanced - Cluster - Load balanced Note: Minimum of four application servers needed for load-balancing and high availability
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Large Siebel High-Availability Configuration
Primary Secondary Resonate Schedulers Web Server Load Balanced Remote Cluster Gateway / Assignment File System / Workflow Object Manager Object Manager Object Manager Cluster Load Balanced Database Server Cluster - Cluster - Load balanced
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Delivering Siebel High Availability
Holistic approach is essential Need to consider all areas of your deployment Data Resilience is vital If you lose your data, you lose your application, and information essential to your business None of the techniques discussed protect data They just ensure it can be accessed Always store all data on resilient disk volumes i.e. RAID1, RAID5, RAID1+0, etc
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Siebel 4/6/2017 New Features in and 7.7 Enhanced resilience for network communications (7.7) No need for persistent load balancing No session loss on web server failure Change component parameters without restart (7.7) Selected parameters only Online updates (7.7) Can load new entries to entities such as List-Of-Values, Personalisation Rules and Web Services Definitions without any restart Enhanced Component Auto-Restart (7.7) Automated component recycling (7.5.3) Can trigger component recycle on memory consumption threshold 1-Hogan Siebel
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New Features in 7.5.3 and 7.7 (contd.)
Siebel 4/6/2017 New Features in and 7.7 (contd.) Resonate not required for Load Balancing Siebel Servers (7.7) Siebel will support the use of other third-party load balancers Siebel internal load balancing Round-Robin Only 1-Hogan Siebel
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Delivering High Availability
Distributed Services Scalable Services Failover Services Delivering High Availability
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Questions and Answers
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Implementing Siebel 7 for High Availability
Richard Sands Siebel Expert Services
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Installing Siebel on Clusters
Clustered Software must always be installed on clustered disks Do not use quorum disk Clustered IP Addresses/Network names must always be used to access clustered Siebel resources Otherwise resource can’t be accessed after failover Always give clustered Gateway IP/Name Cluster Groups should be configured before installing Siebel Use separate group to Administration/Quorum group Each group must have: Disk(s) IP Address Network Name Always use domain accounts
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Installing Siebel on MSCS
Non-Standard Cluster Resource Settings Siebel Server Services Restarts - Threshold: 10 Try & restart the Siebel Server 10 times before failing over. Gives any time needed for a Gateway to start. Pending Timeout – 300 seconds Allows 300 seconds for a Siebel Server to shutdown before being marked as failed
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Integration with MSCS “Cluster-Aware” applications have special ‘dll’ defining custom application-specific resource types for MSCS Used to start/stop/monitor application None available for Siebel Siebel uses Generic Service resource type Each siebel item (Gateway/Server) has simple interaction with NT Can be controlled through single Process (siebsvc) run as service No need for custom resource type, and no plans to provide Get service name from Registry or service properties [HKEY_LOCAL_MACHINE\System\CurrentControlSet\Services] Gateway : gtwyns Server : siebsrvr_<Ent>_<Srvr> i.e. siebsrvr_EntSieb752_srvr1
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Sample Cluster Resources – Siebel Server
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Installing Siebel on Clusters - Issues
Siebel Server Host Parameter Set to physical hostname of server installed upon Prevents Server Manager from connecting when server on other node Change through Server Manager: change param Host= virtualhost_name for serverlogical_Siebel_Server name
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Installing Siebel on Clusters - Issues
Network Name Siebel must use cluster network name If use server name then remote/replication/server manager errors Can lead to data corruption Must ensure that ‘Use Network Name for Computer Name’ tick box selected in Siebel Server service resource Can only be set on resource creation Requires Network Name and IP Address resource dependencies (NT Only)
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Clustering the Database
Siebel support specific database versions Siebel support any failover cluster for a supported database version that is supported by the database vendor All recent SQL Server Enterprise versions support MSCS For SQL Server can also consider Log Shipping Keep secondary server in standby Copy across log files to secondary May lose most recent transactions after failover If still have tail of transaction log then can manually apply most recent transactions Need to automate failing over network connections Can be automated by Database Maintenance Wizard
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Clustering the Siebel File System
Just need a clustered network share Use the ‘File Share’ cluster resource type Siebel File System must reside on a clustered disk
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Delivering Siebel High Availability
What Siebel settings affect High Availability Component Recovery What happens if a component fails Aim to maintain the function of the component Mechanisms Database reconnect Built into Object Manager components If database connection lost then automatically tries to re-establish Not configurable Retries Available in certain other components Configurable Restarts Available in all components Not suitable for some components (i.e. EIM, Workflow Processes) If component exits with error then automatically restarts
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