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About the Customization Package


A customization package is a collection of XML metadata files and JavaScript files that Siebel CRM Desktop associates with a particular responsibility. Siebel CRM Desktop deploys a customization package when the user synchronizes the metadata. This synchronization determines which customization package is available to the user, and then retrieves it from the Siebel Server. To customize your deployment, you can modify the metadata files. The following are some examples of customizations you can make:

  • Add or remove fields that Siebel CRM Desktop synchronizes.
  • Change the layout of a custom form in the client.
  • Change a control that Siebel CRM Desktop deploys to Microsoft Outlook.
  • Change a security rule.

For more information, see Customizing Siebel CRM Desktop.

The customization package describes the following information:

  • The extensions to the Siebel CRM Desktop user interface, which includes Microsoft Outlook views, forms, lookup controls, and toolbars.
  • Translated text strings that Siebel CRM Desktop uses to create prompts and labels in Microsoft Outlook.
  • Data validation and security logic.
  • Descriptions of synchronization preset filters and view modes that Siebel CRM Desktop uses during synchronization.
  • Criteria that Siebel CRM Desktop uses to detect duplicate objects that occur in Siebel CRM Desktop.
  • Business logic that JavaScript provides.
  • Data mapping between Siebel fields and Microsoft Outlook fields.

If you change the data model, then the customization package performs a complete resynchronization.

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