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Setting Enterprise Server Parameters and Enabling Web Client Automation for Outlook Add-In

To deploy the Siebel Outlook Add-In, you must set the MsgClientAddInEAIUrl enterprise server parameter, and enable Web Client Automation. You can also optionally specify values for the MsgClientAddInCacheRefreshInterval parameter and the MsgClientAddInLinkHistory parameter. This topic describes how to perform these tasks.

This task is a step in Process of Setting Up Siebel Outlook Add-In.

About the Messaging Client AddIn EAI Url Parameter

You must set the MsgClientAddInEAIUrl enterprise server parameter, which defines the path to the Siebel EAI object manager. The Add-In Update Agent uses this path to download data from the Siebel application and cache the data on the client's desktop. The EAI Object Manager specified does not have to be on the same computer as the PIMSI Engine, and does not have to be dedicated to the PIMSI Engine.

For information about the Add-In Update Agent, see Installing Siebel Outlook Add-In.

CAUTION:  You must use the same authentication mechanism for the Application Object Manager and the EAI Object Manager used to refresh the data cache. This is because SSSE uses the user name and password of the currently logged in user to log in to the EAI Object Manager to refresh the data cache. If the authentication mechanism for the Object Manager is different from the authentication mechanism for the application, this results in a refresh failure. For additional information on authentication methods, see Security Guide for Siebel Business Applications.

About the Messaging Client AddIn Cache Refresh Interval Parameter

You can optionally specify a value for the MsgClientAddInCacheRefreshInterval parameter. The MsgClientAddInCacheRefreshInterval parameter defines how often, in minutes, the Siebel Outlook Add-In refreshes the local cache for all users.

The local cache is used to store the linked Siebel data that is displayed in Microsoft Outlook. Storing a copy of the user's Siebel data in a local cache improves performance and allows the user to work offline. In determining the refresh interval of the local cache, you must consider the necessity to have current data available against the performance impact of updating this information repeatedly.

For information about how individual users can modify the refresh interval values in Outlook, see Setting the Cache Refresh Interval.

About the Messaging Client AddIn Link History Parameter

The MsgClientAddInLinkHistory parameter defines, for all users, the number of days that a recently used link is to be stored on the Quick Links menu. The Quick Links menu allows a user to quickly locate recently used links without having to search through the entire list of links in the Link to Siebel dialog box.

For information about how individual users can modify the quick link retention values in Outlook, see Setting the Quick Link Retention Period.

The following procedure describes how to set the enterprise server parameters and enable Web Client Automation for Siebel Outlook Add-In.

To set the enterprise server parameters and enable Web Client Automation for Outlook Add-In

1. Log in to the Siebel Enterprise Server host as the administrator.
2. Navigate to Administration - Server Configuration, and then Enterprises.
3. In the Enterprise Servers list, click the appropriate enterprise server, and then click the Parameters view tab.
4. In the Enterprise Parameters list and the accompanying form, select each of the parameters shown in the following table, and enter or modify values and check box settings as required.

   Parameter	Value	Effective
   Messaging Client AddIn EAI Url For a description of this parameter, see About the Messaging Client AddIn EAI Url Parameter.	Enter the Siebel EAI path http://your_host/eai_language-code/	At Server Restart
   Messaging Client AddIn Cache Refresh Interval For a description of this parameter, see About the Messaging Client AddIn Cache Refresh Interval Parameter.	Optional. Modify the value of the cache refresh interval in minutes.	At Server Restart
   Messaging Client AddIn Link History For a description of this parameter, see About the Messaging Client AddIn Link History Parameter.	Optional. Modify the number of days to keep quick links.	At Server Restart

5. On the Siebel Server where the Siebel application is enabled, complete the following substeps to modify the configuration file for the application:
   1. Navigate to the directory Siebel_installation_home\siebsrvr\BIN\language-code.
   2. Locate the .cfg file for the application, and open it using a text editor.

      For example, edit the uagent.cfg file for the Siebel Call Center application, or edit the siebel.cfg file for the Siebel Sales application.

   3. Set the EnableWebClientAutomation setting to TRUE.
   4. Save the file.
   5. Restart the Siebel Server.