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Creating and Publishing the Customization Package

This task is a step in Process of Preparing the Siebel Server.

To determine the information that is available to the user, you associate a responsibility with a customization package. You can publish a package when the updates are finished and the package is ready to download. Publishing makes a package read only so that no more modifications can be performed on the package. For more information, see Relationships Between Users, Responsibilities, Customization Packages, and Metadata Files.

To create and publish the customization package

1. Navigate to the Administration - CRM Desktop screen, and then the Packages view.
2. Create a new customization package, using values from the following table.

   Field	Value
   Package Name	Enter any value. It is recommended that you define a name that helps describe the purpose of the package configuration. For example, EMEA Sales Rep, or Field Sales Rep.
   Responsibility	Choose the responsibility that is appropriate for the target group of users for the package. Do not assign a user to more than one package. To prevent associating a user to more than one responsibility and more than one package, it is recommended that you maintain a separate set of Siebel CRM Desktop responsibilities where you can control the user assignment. If necessary, before you perform this step, you can create a new responsibility, and then assign specific users to this responsibility. For more information, see Guidelines for Assigning a Responsibility to a Customization Package.

3. In the Metadata Files list, add a record for each of the metadata file types.

   For more information, see Metadata File Types.

   TIP:   To simplify adding the files, query the list for the metadata files you must add, position your cursor in the list area of the Add Metadata Files dialog box, and then press and hold down the CTRL key on your keyboard. With CTRL still depressed, press the A key, then release these keys. The Siebel application chooses all records. Note that the Siebel application displays the Add Metadata Files dialog box when you click Add in the Metadata Files list. If you use this technique, then make sure only those records you defined for this customization package displays in the list.

4. In the Packages list, click the link in the Package Name field for the customization package you created in Step 2.
5. In the Package Details form, click Publish.

   The Siebel application changes the Status field of the Package Details form to Published.

For more information about:

• How a customization package fits in Siebel CRM Desktop, see Relationships Between Users, Responsibilities, Customization Packages, and Metadata Files.
• How to create a customization package, see Creating and Publishing the Customization Package.

Guidelines for Assigning a Responsibility to a Customization Package

When you develop a customization package you must make sure that you assign the user to only one customization package. Note the following guidelines:

• You must assign one responsibility to a customization package.
• You must not assign more than one responsibility to a customization package.
• You can assign multiple responsibilities to a user, but you can associate only one of those responsibilities with an active customization package.