Bookshelf v7.5: Completing Configuration for Microsoft Outlook

Siebel Communications Server Administration Guide > Using Email, Fax, and Other Systems > Configuring Client-Side Integration for Send Email >

Completing Configuration for Microsoft Outlook

This section describes the remaining steps for configuring the Siebel software to use Microsoft Outlook for the Send Email command.

To complete configuration for Microsoft Outlook email client

Set the following parameters to TRUE in the configuration file on the client or Siebel Server, such as uagent.cfg for Siebel Call Center.

These parameters, for the Siebel Web Engine, are located in the [SWE] section of the configuration file. By default, these parameters are FALSE.

EnableWebClientAutomation. Allows the Siebel Web automation object to be downloaded.

EnableEmailClientAutomation. Allows the Siebel email automation object, named MailClient, to be downloaded.

The MailClient object is downloaded from the ActiveX file SiebExtMailClient.cab. This .cab file is located in the public\language_code\build_num\applets directory for the Siebel Server or Siebel Dedicated Client installation, where language_code is the current language and build_num is the installed software's build number.

As appropriate, specify a global default designating Microsoft Outlook as the email client your users will use for the Send Email command. Specify one of the following:

Default Email Client. For Siebel Web Client deployments, specify this parameter for the Application Object Manager.

DefaultMailClient. For Siebel Mobile Web Client or Dedicated Web Client deployments, specify this parameter in the [EMail] section of the local configuration file, such as uagent.cfg for Siebel Call Center.

For more information, see Email Client Parameters.

Specify a global default designating IPM.Note.Siebel as the name of the email form you will use with Microsoft Outlook. Specify one of the following:

Siebel/Outlook Form. For Siebel Web Client deployments, specify this parameter for the Application Object Manager.

OutlookForm. For Siebel Mobile Web Client or Dedicated Web Client deployments, specify this parameter in the [EMail] section of the local configuration file, such as uagent.cfg for Siebel Call Center.

For more information, see Email Client Parameters.

Specify a global default specifying where email attachments will be temporarily stored. Specify one of the following:

Email Temporary Attachment Location. For Siebel Web Client deployments, specify this as a component parameter for the Application Object Manager.

SiebelExtMailClientAttDir. For Siebel Mobile Web Client or Dedicated Web Client deployments, specify this parameter in the [EMail] section of the local configuration file, such as uagent.cfg for Siebel Call Center.

For more information, see Creating and Configuring the Attachments Directory and Email Client Parameters.

As appropriate for your deployment, end users may specify Siebel user preference settings for their email client. Users may set user preferences, for example, if you are supporting more than one email client option for Send Email.

Setting user preferences overrides the corresponding global defaults specified using the Default Email Client or Siebel/Outlook Form parameters, described in Table 81. The global defaults are used if no user preference has been set.

Applicable user preferences in the Send Email section of the Outbound Communications view of the User Preferences screen include:

Email Client. Set this to Microsoft Outlook.

Siebel/Outlook Form. Set this to IPM.Note.Siebel.

For more information, see Preference Settings in the Outbound Communications Tab.