Applications Administration Guide > Batch Printing >

Batch Printing Instructions for End Users

To batch print, end users select correspondence items in the Correspondence screen list, click the menu button, and then click Print. The Print menu item is only active if the selected correspondence record has a value of Completed in the Document Status field.

The Print menu item in the Correspondence and Fulfillment screens is configured for client-based printing. However, administrators can configure server-based printing in addition to (or instead of) client-based printing.

Check with the system administrator to determine which print method is available.

Preparing for Client-Based Batch Printing

To prepare for client-based batch printing, complete the following tasks:

• To configure Internet Explorer to allow client-based batch printing
• To add a printer connection to your desktop
• To change the default printer
• To print documents using client-based printing

When you use client-based batch printing, the Siebel application launches Microsoft Word on your client system. The application retrieves the document from the Siebel File System and prints it to the default printer configured for your desktop session. Before using client-based batch printing, verify that the following prerequisites have been completed:

• Install Microsoft Word on the client system.
• Configure Internet Explorer to start Microsoft Word.
• Configure the default printer for your desktop system.

NOTE:  The options in the following procedures may vary depending on which version of Microsoft Office you are running.

To configure Internet Explorer to allow client-based batch printing

1. Start Internet Explorer and log in to the Siebel Sales application.
2. In Internet Explorer, select Tools > Internet Options.
3. Select the Security tab, and click Custom Level.

   The security zone used by Siebel is highlighted (either Local intranet, or Trusted). Verify that any other URL in this zone can be trusted with extra security privileges.

4. In the Security Settings dialog box, locate the following option:

   Initialize and script ActiveX controls not marked safe

5. Change the option setting to either Enable or Prompt, and click OK.
6. Click Yes to answer the question, Are you sure you want to change the security for this zone?
7. In the Internet Options dialog box, click OK.

To add a printer connection to your desktop

1. Select Start > Settings > Printers.
2. Double-click the Add Printer icon.
3. Click Next in the Welcome screen.
4. In the Local or Network Printer screen, select network printer, and then click Next.
5. In the Locate Your Printer screen, select Type the Printer Name.
6. Enter the network name of the printer, or click Browse and select the printer, and then click Next.
7. In the Default Printer screen, choose either Yes or No, and then click Next.
8. In the Completing the Add Printer Wizard screen, click Finish.

To change the default printer

1. Select Start > Settings > Printers.

   The current default printer is marked with a check mark.

2. Select a new default printer by right-clicking the desired printer and choosing Set as Default.

To print documents using client-based printing

1. Close files that are open in Microsoft Word.
2. Navigate to either the Correspondence screen or Fulfillment screen.
3. In the Correspondence list, select one or more records.

   Each selected correspondence record must have a Document Status of Completed.

4. In the Correspondence list, click the menu button, and then click Print.

   The selected documents are printed to the default printer.

Preparing for Server-Based Batch Printing

To prepare for server-based batch printing, complete the following tasks:

• To specify a printer for server-based batch printing
• To print documents using server-based printing

Server-based batch printing sends a printing request to the Siebel Document Server. The document is then sent to the printer specified in User Preferences. If you do not specify a printer, the document is printed on the default printer configured by the system administrator.

To specify a printer for server-based batch printing

1. Navigate to the User Preferences screen > Correspondence view.
2. In the Default Printer field, enter the network name of the printer used for Correspondence.

   The network name should contain both the printer server name and the printer name as shown in the following example.

   \\printer_server_name\printer_name

3. In the Printer Driver field, enter the name of the printer driver used to generate an intermediate file during the printing process, and then click Save.

   The system administrator should provide you with a list of printer drivers and their associated printer types. Select the Printer Driver associated with the printer you previously specified in Step 2.

To print documents using server-based printing

1. Navigate to either the Correspondence screen or Fulfillment screen.
2. Select one or more records in the Correspondence list.

   Selected correspondence must have a Document Status of Completed.

3. In the Correspondence list, click the menu button and then click Print.

   The selected documents are printed to the default printer specified in User Preferences.