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Installing the Siebel CRM Desktop Add-In for a Single User

This topic describes how to install the Siebel CRM Desktop add-in for a single user.

To install the Siebel CRM Desktop add-in for a single user

1. Make sure requirements for the operating system are met.

   The CRMDesktop.msi installation package validates the operating system version and the Microsoft Outlook version that is currently installed on the client computer. For more information, see Preparing the Implementation Environment for Siebel CRM Desktop.

2. Make sure Microsoft Outlook is installed on the client computer and configured for use.

   If it is not, then an error occurs and Siebel CRM Desktop aborts the installation.

3. Make sure you possess rights on the client computer so that you can run the executable file that Siebel CRM Desktop provides in the installation package.
4. If Microsoft Outlook is open, then close it.

   CRMDesktop.msi checks if Microsoft Outlook is closed and if the Microsoft Outlook.exe process is stopped. If Microsoft Outlook is open, then CRMDesktop.msi prompts you to close Microsoft Outlook.

5. Copy the CRMDesktop.msi file from the release location to the client computer.

   You can copy the CRMDesktop.msi file to the client computer in one of the following ways:

   • Manually copy the CRMDesktop.msi file to the client computer. This topic describes how to run the CRMDesktop.msi file manually for a single client computer.
   • Use third-party deployment software to deploy the CRMDesktop.msi file to multiple users. For more information, see Guidelines for Installing the Siebel CRM Desktop Add-In for Multiple Users.
6. Locate the CRMDesktop.msi installation package.

   The CRMDesktop.msi installation package is located on the client computer, depending on where you save the CRMDesktop.msi file. The following directory is a typical location:

   C:\Documents And Settings\username\Desktop

7. Run the CRMDesktop.msi installation package:
   1. In the Welcome dialog box, click Next.
   2. In the Destination Folder dialog box, specify the folder in which Siebel CRM Desktop must be installed.

      You can specify any directory. For more information, see Setting the Installation Directory of the Siebel CRM Desktop Add-In.

   3. In the Related Settings dialog box, choose the Microsoft Outlook profile.

      The Microsoft Outlook profile determines where Siebel CRM Desktop installs the Siebel CRM Desktop add-in. The list for the Microsoft Outlook profile displays the profiles that are available and configured in Microsoft Outlook for the user who is currently logged in. For more information, see Setting the Microsoft Outlook Profile for the Siebel CRM Desktop Add-In.

   4. In the Ready to Install the Program dialog box, click Install.

      Because you can install Siebel CRM Desktop for multiple users, the user who is currently logged in can view application files that Siebel CRM Desktop stores in the following default directory:

   c:\Documents and Settings\username1\Application Data\Oracle

   Siebel CRM Desktop stores the files for another user on this computer in the following directory:

   c:\Documents and Settings\username2\Application Data\Oracle

   5. In the InstallShield Wizard dialog box, click Finish.

      Siebel CRM Desktop installs the Siebel CRM Desktop add-in the background. The next time the user opens Microsoft Outlook, Siebel CRM Desktop starts the First Run Assistant in the client computer.

8. Notify the user that Siebel CRM Desktop is installed and that the user can configure it.

   For more information, see Customizing the First Run Assistant.