Siebel Server Sync Guide > Setting Up and Using Siebel Outlook Add-In > Process of Setting Up Siebel Outlook Add-In >

Initializing Siebel Outlook Add-In

Perform the following task to initialize the communication between Outlook and the Siebel application.

This task is a step in Process of Setting Up Siebel Outlook Add-In.

To initialize Siebel Outlook Add-In

  1. On the user's machine, start Microsoft Outlook.
  2. In Microsoft Outlook, select any calendar, contact, or task record (or create a new record if one does not exist), and then choose Siebel Options > Link Selected Item(s).
  3. When you are prompted to start the Siebel application, open a browser window, navigate to the URL for your Siebel application, and then log in.

    Outlook connects to the Siebel server using the Siebel application and creates an initial cache file on the client machine. This can take several minutes. The Siebel Add-In Update Agent is started and appears in the system tray of your Windows desktop.

  4. Wait five minutes to allow time for the creation of the local cache file and then proceed to Testing Siebel Outlook Add-In.
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