Siebel CRM Desktop for Microsoft Outlook Administration Guide > Installing Siebel CRM Desktop > Process of Installing the Siebel CRM Desktop Add-In >

Verifying the Network and Infrastructure

This task is a step in Process of Installing the Siebel CRM Desktop Add-In.

This topic describes how to make sure you configure the network and infrastructure to successfully install and start the Siebel CRM Desktop add-in.

To verify the network and infrastructure

1. Choose your deployment software and review the conditions that apply for the installation.

   For more information, see Overview of Installing the Siebel CRM Desktop Add-In

2. Make sure a direct connection to the Siebel Server is available.

   To connect to EAI, Siebel CRM Desktop uses information from one of the following sources:

   • From parameters during installation. This configuration is appropriate if you install Siebel CRM Desktop in the background. For more information, see Setting the URL for the Siebel Server.
   • From the connection settings dialog box. This configuration is appropriate if you install Siebel CRM Desktop manually. For more information, see Customizing How First Run Assistant Uses the Customization Package.
3. Make sure the EAI object manager on the Siebel Server is enabled and online.
4. Make sure only a single Position is defined for the user account.

   Because the user cannot use Microsoft Outlook to change the position, it is recommended that you define only a single Position for a given user account.

5. Make sure the customization package for the user position is published for only one of the user responsibilities.
6. Verify that the email address you use in the Microsoft Outlook account in the profile where you install Siebel CRM Desktop is the same as the email address for this employee record on the Siebel Server.
7. Make sure the Microsoft Outlook profile is valid.

   For more information, see Resolving an Invalid Microsoft Outlook Profile.

8. Make sure you uploaded and published the customization package on the Siebel Server.

   For more information, see About the Customization Package.

9. Make sure the number of records for each type of Siebel object, such as accounts, is limited to an amount that the local email folder and environment can handle.

   This amount depends on the size of the Microsoft Outlook folder, capabilities of the client computer, the Microsoft Outlook version, connectivity, and so forth. It is recommended that you test these amounts in a test environment before you deploy Siebel CRM Desktop to all users. For more information, see Regulating the Number of Records That Siebel CRM Desktop Synchronizes.

Resolving an Invalid Microsoft Outlook Profile

If Siebel CRM Desktop cannot detect the Microsoft Outlook profile or data folder or finds that the profile or folder is invalid, then Siebel CRM Desktop aborts the installation process. An invalid profile is a profile that does not contain a valid configuration for storing data. In this situation, Siebel CRM Desktop displays an error message that is similar to the following message:

Specified profile "$PREFERRED" is missing, invalid, or not configured

To resolve an invalid profile

1. Verify that the profile you specify for installation exists on the user computer.
2. Verify that the user started Microsoft Outlook with this profile at least one time.

   For more information, see A User Must Start Microsoft Outlook Before You Install Siebel CRM Desktop for Multiple Users.

3. Verify that the email account in this profile is one of the following types:
   • Exchange Server email account
   • Internet email account, which is a POP3 account.

     Siebel CRM Desktop does not support IMAP.