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Siebel CRM Desktop for Microsoft Outlook Administration Guide
What's New in This Release
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Overview of Siebel CRM Desktop for Microsoft Outlook
Benefits of Using Siebel CRM Desktop
Scenarios for Using Siebel CRM Desktop
Scenario for Working with an Activity That Is Associated with an Opportunity
Scenario for Managing Contact Information
Scenario for Managing Account Information
Scenario for Associating an Email with an Opportunity
Scenario for Managing an Opportunity
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How Siebel CRM Desktop Works
Overview of How Siebel CRM Desktop Works
Extensions to the Microsoft Outlook User Interface
Infrastructure That Siebel CRM Desktop Uses
Architecture Components That Siebel CRM Desktop Uses
How Siebel CRM Desktop Uses the Siebel Enterprise
Siebel Enterprise Components That Siebel CRM Desktop Uses
About the Web Service API
About the PIM Client Sync Service Business Service
About the EAI Siebel Adapter Business Service
About Integration Objects
User Details Business Component
About Authentication and Session Management
Metadata That Describes the Siebel CRM Desktop Application
Relationships Between Users, Responsibilities, Customization Packages, and Metadata Files
About the Customization Package
About Metadata Files
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How Siebel CRM Desktop Handles Siebel CRM Data
How Siebel CRM Desktop Handles an Activity
Overview of How Siebel CRM Desktop Handles an Activity
How an Activity Is Created or Modified
How Siebel CRM Desktop Processes an Activity
How Siebel CRM Desktop Resolves Participants and Email Recipients of an Activity
How Siebel CRM Desktop Displays an Activity in Microsoft Outlook
How Siebel CRM Desktop Sets the Primary Employee of an Activity
How Siebel CRM Desktop Handles an Attachment
How Siebel CRM Desktop Handles a Shared Activity
How the Origin of an Activity Affects Handling
Example of How Siebel CRM Desktop Handles a Microsoft Outlook Meeting That Contains Multiple Attendees
Example of How Siebel CRM Desktop Handles a Shared Microsoft Outlook Appointment That Is Declined
How Siebel CRM Desktop Handles Microsoft Outlook Calendar
How Siebel CRM Desktop Handles a Microsoft Outlook Calendar Item That the User Saves, Changes or Deletes
How Siebel CRM Desktop Handles a Siebel CRM Activity That the User Saves, Changes, or Deletes
How Siebel CRM Desktop Handles an Appointment
How Siebel CRM Desktop Handles a Recurring Appointment
How Siebel CRM Desktop Handles a Microsoft Outlook Task
How Siebel CRM Desktop Handles a Microsoft Outlook Email Message
How Siebel CRM Desktop Handles Items If the User Removes the Siebel CRM Desktop Add-In
How a User Can Link a Siebel CRM Record to a Microsoft Outlook Record
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How Siebel CRM Desktop Synchronizes Data
How Siebel CRM Desktop Synchronizes Data Between the Client and the Siebel Server
How Siebel CRM Desktop Synchronizes Data During the Initial Synchronization
How Siebel CRM Desktop Synchronizes Data During an Incremental Synchronization
How Siebel CRM Desktop Synchronizes Siebel CRM Data
How Siebel CRM Desktop Manages Synchronization Duration
Situations Where Siebel CRM Desktop Reinstalls the Data Structure
Factors That Determine Which Data Siebel CRM Desktop Synchronizes
Factors That Determine Which Data a Siebel CRM Desktop User Can Access
How Differences in Data Between Microsoft Outlook and the Siebel Server Affect Synchronization
How You or the User Can Modify Synchronization Frequency
How Siebel CRM Desktop Avoids Duplicate Data
How Siebel CRM Desktop Handles a Conflict During Synchronization
How Siebel CRM Desktop Prevents Cyclical Synchronization
How Siebel CRM Desktop Prevents Duplicate Records
How Siebel CRM Desktop Handles a Synchronization Error
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Installing Siebel CRM Desktop
Roadmap for Installing Siebel CRM Desktop
Process of Preparing the Siebel Server
Preparing the Implementation Environment for Siebel CRM Desktop
Administering Metadata Files
Creating and Publishing the Customization Package
Administering Server Variables
Overview of Installing the Siebel CRM Desktop Add-In
About Files, File Locations, and Profiles
Changes That Siebel CRM Desktop Makes During Installation
Process of Installing the Siebel CRM Desktop Add-In
Verifying the Network and Infrastructure
Installing the Siebel CRM Desktop Add-In for a Single User
Options for Installing the Siebel CRM Desktop Add-In
Customizing the First Run Assistant
Guidelines for Installing the Siebel CRM Desktop Add-In for Multiple Users
Using the DOS Command Line to Set Optional Parameters
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Administering Siebel CRM Desktop
Changing the Behavior of Siebel CRM Desktop
Modifying the Windows Registry to Change Siebel CRM Desktop Behavior
Overriding Windows Registry Parameters That Locate the Siebel Server
Setting Behavioral Limits for Siebel CRM Desktop
Defining the URL That Siebel CRM Desktop Uses to Open the Siebel Web Client
Controlling the Object Types That Siebel CRM Desktop Displays in the Filter Records Tab
Controlling the Synchronization Intervals That Siebel CRM Desktop Displays in the Synchronization Tab
Controlling the Fields That Are Available in a Filter
Controlling How Siebel CRM Desktop Converts Contacts
Controlling How Siebel CRM Desktop Deletes Records During Synchronization
Configuring the Exclusions List
Controlling How Siebel CRM Desktop Handles an Archived Item
Removing and Upgrading the Siebel CRM Desktop Add-In
Removing the Siebel CRM Desktop Add-In for a Single User
Removing the Siebel CRM Desktop Add-In for Multiple Users
Upgrading the Siebel CRM Desktop Siebel CRM Desktop Add-In
Administering Metadata
Overview of Administering Metadata
Republishing a Customization Package
Administering Features That Affect Performance
Controlling the Time and Day to Perform Synchronizations
Regulating the Size and Type of Synchronized Records
Regulating the Number of Records That Siebel CRM Desktop Synchronizes
Administering Batching Options
Administering Tracing and Logging
Administering an Appointment That a Non-Siebel User Creates
Troubleshooting Problems That Occur with Siebel CRM Desktop
Enabling SOAP Data Dumps
Troubleshooting Problems That Occur When Siebel CRM Desktop Connects to the Siebel Server
Troubleshooting Problems That Occur During Synchronization
Troubleshooting Problems That Occur When You Customize Siebel CRM Desktop
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Customizing Siebel CRM Desktop
Customizing the Siebel CRM Desktop Application
Overview of Customizing Siebel CRM Desktop
About Files in the Customization Package
Customizing How Siebel CRM Desktop Maps Fields
Customizing Which CRM Data Siebel CRM Desktop Removes if the User Removes Siebel CRM Desktop
Customizing Synchronization
Customizing a Form
Customizing a Toolbar
Customizing a Dialog Box
Customizing a View
Customizing the SalesBook Control
Customizing Meta Information
Customizing Localization
Customizing the URL Protocol to Use HTTPS
Customizing the Email Address of the Support Team
Performing Typical Customization Work
Checking Out a Project in Siebel Tools
Displaying Object Types in Siebel Tools
Customizing the Product Name
Localizing Values
Displaying a Custom Siebel CRM Field in a Siebel CRM Desktop Form
Making a Field in Siebel CRM Desktop Read-Only
Adding a Default Value to a Field in Siebel CRM Desktop
Preventing the User From Deleting Records
Process of Customizing Objects in Siebel CRM Desktop
Defining the Custom Object
Defining Synchronization for a Custom Object
Adding Custom Views in Microsoft Outlook
Defining the User Interface
Defining the Validation Rules
Defining Validation Rules for a Phone Number
Adding Custom Logic
Defining the Toolbar
Defining Other Options
Defining Logic for the Custom Form
Process of Adding a Predefined Siebel Picklist to Siebel CRM Desktop
Identifying Predefined Picklist Objects in Siebel CRM
Creating an Integration Object for the Contact Method Picklist
Extending an Integration Object for the Contact Method Picklist
Adding a Field to the Customization Package
Customizing the Physical Layout for the Pick List
Publishing and Testing a Custom Picklist
Process of Adding an MVG Field
Identifying Predefined MVG Objects in Siebel CRM
Process of Making Siebel CRM Data Available to Add an MVG
Process of Modifying the Customization Package to Add an MVG
Publishing and Testing a Custom MVG Field
Example Code You Use to Add an MVG
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How Siebel CRM Desktop Maps Fields Between Siebel CRM Data and Microsoft Outlook Data
How Siebel CRM Desktop Maps Fields Between Siebel Activities and Outlook Calendar
How Siebel CRM Desktop Maps Fields Between Siebel Activities and Outlook Tasks
How Siebel CRM Desktop Maps the Owner Field Between a Siebel CRM Activity and an Outlook Task
How Siebel CRM Desktop Maps the Status Field of an Activity
How Siebel CRM Desktop Maps Fields Between a Siebel CRM Activity and an Outlook Email
How Siebel CRM Desktop Transforms Objects Between Siebel CRM Data and Microsoft Outlook Data
How Siebel CRM Desktop Transforms a Calendar Event That Does Not Recur
How Siebel CRM Desktop Transforms a Recurring Event That Matches a Siebel Recurrence Pattern
How Siebel CRM Desktop Transforms a Recurrent Event That Does Not Match a Siebel Recurrence Pattern
How Siebel CRM Desktop Transforms a Siebel CRM Activity That Is Not Repeated
How Siebel CRM Desktop Transforms a Siebel CRM Activity That Is Repeated
How Siebel CRM Desktop Maps Fields Between Certain Siebel Appointments and Microsoft Outlook Appointments
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XML Files Reference
XML Code to Map a Field
Example Code of the siebel_basic_mapping.xml File
Type Tag of the siebel_basic_mapping.xml File
Form Tag of the siebel_basic_mapping.xml File
Alt Message Classes Tag of the siebel_basic_mapping.xml File
Custom Views Tag of the siebel_basic_mapping.xml File
Field Tag of the siebel_basic_mapping.xml File
Writer Tag of the siebel_basic_mapping.xml File
XML Code to Customize the Data That Siebel CRM Desktop Deletes if You Remove Siebel CRM Desktop
XML Code to Customize Synchronization
Example Code for the connector_configuration.xml File
Types Tag of the connector_configuration.xml File
Type Tag of the connector_configuration.xml File
View Tag of the connector_configuration.xml File
Synchronizer Tag of the connector_configuration.xml File
Links Tag of the connector_configuration.xml File
Natural Key Tag of the connector_configuration.xml File
Filter Presets Tag of the connector_configuration.xml File
XML Code to Customize Forms
Form Tag of the forms_xx.xml File
Validation Rules Tag of the forms_xx.xml File
Script Tag of the forms_xx.xml File
Info Bar Tag of the forms_xx.xml File
Page Tag of the forms_xx.xml File
Stack Tag of the forms_xx.xml File
Control Tag of the forms_xx.xml File
Types of Controls for the Control Tag of the forms_xx.xml File
XML Code to Customize Toolbars
Example Code of the toolbars.xml File
Toolbars Tag of the toolbars.xml File
XML Code to Customize Dialog Boxes
Dialog Tag of the dialogs.xml File
Layout Tag of the dialogs.xml File
Appearance Tag of the dialogs.xml File
XML Code to Customize Views
XML Code to Customize the SalesBook Control
Example Code of the lookup_view_defs.xml File
Array Tag of the lookup_view_defs.xml File
Lookup View Definition Tag of the lookup_view_defs.xml File
XML Code for Meta Information
SiebelMetaInfo Tag of the siebel_meta_info.xml File
Common_settings Tag of the siebel_meta_info.xml File
Object Tag of the siebel_meta_info.xml File
Field Tag of the siebel_meta_info.xml File
Extra_command_options Tag of the siebel_meta_info.xml File
Open_with_url_tmpl Tag of the siebel_meta_info.xml File
Picklist Tag of the siebel_meta_info.xml File
Master_filter_expr Tag of the siebel_meta_info.xml File
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Additional Code in the Customization Example
XML Code That Defines a Set of Custom Fields
XML Code That Defines a Many-To-Many Relationship
XML Code That Defines a List
XML Code That Creates Cells
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Glossary
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