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Process of Configuring Third-Party Email Integrations


Configuring third-party email client integrations requires the following general steps, which are described in more detail in the referenced subsections:

  1. Create and configure one or more directories to use for temporary storage of email attachment files. See Creating and Configuring the Attachments Directory.
  2. Install the Siebel email form for Lotus Notes or Microsoft Outlook. See the following sections:
  3. As appropriate for your Siebel client deployment, set component parameter values for the Application Object Manager, or set parameter values for the application's configuration file, such as uagent.cfg for Siebel Call Center. See the following sections:
  4. (Optional) Set user preferences for each end user. See sections listed for Step 3, and see Preference Settings for Outbound Communications.
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