Siebel Server Sync Guide > Setting Up and Using Siebel Outlook Add-In > Process of Setting Up Siebel Outlook Add-In >

Initializing Siebel Outlook Add-In

Perform the following task to initialize the communication between Microsoft Outlook and the Siebel application on each computer.

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

To initialize Siebel Outlook Add-In

1. Start Microsoft Outlook on the user's computer.
2. In Microsoft Outlook, enter your Siebel user name and password as follows:
   1. Select Tools, Options, and then Siebel.
   2. Enter your Siebel user name in the User Name field and your Siebel password in the Password field, then click OK.

      When Siebel Outlook Add-In attempts to create or update the local cache, if the Siebel password entered in this field is incorrect, you are prompted to log in to the Siebel application. If you fail to create or update the local cache after the maximum number of attempts allowed, the local cache is not updated until you manually update the Siebel password in this field.

      NOTE:  To ensure Siebel Outlook Add-In can connect to the Siebel instance to create or update the local cache, you must have enabled Web Client Automation as described in Setting Enterprise Server Parameters and Enabling Web Client Automation for Outlook Add-In.

      For information on configuring the maximum number of attempts a user can make to create or update the local cache, see Configuring the Maximum Number of Siebel Login Attempts.

3. In Microsoft Outlook, select any calendar, contact, or task record (or create a new record if one does not exist), choose Siebel Options, and then choose Link Selected Item(s).
4. When you are prompted to start the Siebel application, open a browser window, navigate to the URL for your Siebel application, and then log in.

   The Siebel client connects to the Siebel instance using the Web Client Automation server. The Siebel client calls a built-in business service that returns the EAI URL and the messaging parameters set previously, as described in Setting Enterprise Server Parameters and Enabling Web Client Automation for Outlook Add-In. The Siebel client then disconnects from the local Siebel instance and uses the EAI Object Manager information that it collected to populate the local cache. This process can take several minutes.

   The Siebel Add-In Update Agent is started and appears in the system tray of your Windows desktop.

5. Wait five minutes to allow time for the creation of the local cache file.

Configuring the Maximum Number of Siebel Login Attempts

If you enter an incorrect Siebel password in Microsoft Outlook (see Step 2), the Siebel Outlook Add-In client cannot connect to the Siebel application to create or update the local cache until you either log in to a new Siebel session or change the password in Microsoft Outlook.

When an invalid Siebel password is detected, Siebel Outlook Add-In prompts you to log in to the Siebel application so that the local cache can be created or updated. The following procedure describes how to change the maximum number of unsuccessful attempts you can make to create or update the local cache before Siebel Outlook Add-In requires that you manually change the Siebel password in Microsoft Outlook.

To configure the maximum Siebel login attempts

1. In the Windows Registry, navigate to the following entry:

   HKEY_CURRENT_USER\Software\Siebel Systems, Inc.\Siebel Outlook Add-In\MaxErrorCount

2. The default value of the MaxErrorCount parameter is 3. Change the value of this parameter to the maximum number of Siebel login attempts you want to allow.