Applications Administration Guide > Correspondence >

Batch Printing Instructions for the End User

To batch print, you select correspondence items and then select the Print option from the applet menu. The Print menu item is active only if all selected correspondence records have a value of Completed in the Document Status column.

Initially the Print menu item on the Correspondence and Fulfillment screens is configured to perform client-based printing. However, your administrator can configure server-based printing in addition to, or instead of, client-based printing.

Using Client-Based Batch Printing

When you use client-based batch printing, the Siebel application launches Microsoft Word on your client system. It retrieves the document from the Siebel File System and prints it to the default printer configured for your desktop session. To use this feature, you need the following:

To configure Internet Explorer to allow client-based batch printing

  1. Start Internet Explorer and log on to the Siebel application.
  2. In the Internet Explorer, select Tools > Internet Options.
  3. Select the Security Tab. The security zone used by Siebel applications is highlighted (either Local intranet or Trusted). Verify that any other URL in this zone can be trusted with extra security privileges.
  4. Select Custom Level.
  5. In the Security Settings dialog box, find "Initialize and script ActiveX controls not marked safe." Change the setting to either Enable or Prompt.
  6. Click OK.
  7. To the question, "Are you sure you want to change the security for this zone?" click Yes.
  8. In the Internet Options dialog box, click OK.

To add a printer connection to your desktop

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

To change the default printer

  1. Select Start Menu > Settings > Printers.
  2. The current default printer is marked with a check. To select a new default printer, right click on the desired printer and choose Set as Default.

To print documents using client-based printing

  1. From the application-level menu, choose View > Site Map > Correspondence or Fulfillment.
  2. Close any Word files.
  3. Select one or more rows in the Correspondence List Applet. All selected rows must have a Document Status of Completed.
  4. In the applet menu, select Print.

    The selected documents are printed to the configured default printer.

Using Server-Based Batch 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. From the application-level menu, choose View > Site Map > User Preference > Correspondence.
  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 follows:

    \\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. 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.
  4. Click Save.

To print documents using server-based printing

  1. From the application-level menu, choose View > Site Map > Correspondence or Fulfillment.
  2. Select one or more rows in the Correspondence List Applet. All selected rows must have a Document Status of Completed.
  3. In the applet menu, select Print.

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


 Applications Administration Guide
 Published: 09 September 2004