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Siebel CRM Desktop for Microsoft Outlook Administration Guide
What's New in This Release
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Overview of Siebel CRM Desktop for Microsoft Outlook
Benefits of Using Siebel CRM Desktop
Scenarios for Using Siebel CRM Desktop
Scenario for Working With an Opportunity
Scenario for Managing Contact Information
Scenario for Managing Account Information
Scenario for Creating a Relationship Between an Email an Opportunity
Scenario for Managing an Opportunity
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How Siebel CRM Desktop Works
Overview of How Siebel CRM Desktop Works
Extensions to the Microsoft Outlook User Interface
Infrastructure That Siebel CRM Desktop Uses
Architecture That Siebel CRM Desktop Uses
How Siebel CRM Desktop Uses the Siebel Enterprise
Siebel Enterprise Components That Siebel CRM Desktop Uses
About the Web Service API
About the PIM Client Sync Service Business Service
About the EAI Siebel Adapter Business Service
About Integration Objects
User Details Business Component
About Authentication and Session Management
Metadata That Describes the Siebel CRM Desktop Application
Relationships Between Users, Responsibilities, Customization Packages, and Metadata Files
About the Customization Package
About Metadata Files
About Metadata Administration
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How Siebel CRM Desktop Handles Siebel CRM Data
How Siebel CRM Desktop Handles an Activity
Overview of How Siebel CRM Desktop Handles an Activity
How an Activity Is Created or Modified
How Siebel CRM Desktop Processes an Activity
How Siebel CRM Desktop Resolves Participants and Email Recipients of an Activity
How Siebel CRM Desktop Displays an Activity in Microsoft Outlook
How Siebel CRM Desktop Sets the Primary Employee of an Activity
How Siebel CRM Desktop Handles an Attachment
How Siebel CRM Desktop Handles a Shared Activity
How the Origin of an Activity Effects Handling
Example of How Siebel CRM Desktop Handles a Microsoft Outlook Meeting That Includes Multiple Attendees
Example of How Siebel CRM Desktop Handles a Shared Microsoft Outlook Appointment That Is Declined
How Siebel CRM Desktop Handles Microsoft Outlook Calendar Data
How Siebel CRM Desktop Handles a Microsoft Outlook Calendar Item That the User Saves, Changes or Deletes
How Siebel CRM Desktop Handles a Siebel CRM Activity That the User Saves, Changes, or Deletes
How Siebel CRM Desktop Handles an Appointment
How Siebel CRM Desktop Handles a Recurring Appointment
How Siebel CRM Desktop Handles a Microsoft Outlook Task
How Siebel CRM Desktop Handles a Microsoft Outlook Email Message
How a User Can Link a Siebel CRM Record to a Microsoft Outlook Record
How Siebel CRM Desktop Handles Items If the User Removes the Siebel CRM Desktop Add-In
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How Siebel CRM Desktop Synchronizes Data
How Siebel CRM Desktop Synchronizes Data Between the Client and the Siebel Server
How Siebel CRM Desktop Synchronizes Data During the Initial Synchronization
How Siebel CRM Desktop Synchronizes Data During an Incremental Synchronization
How Siebel CRM Desktop Synchronizes Siebel CRM Data
How Siebel CRM Desktop Manages Synchronization Duration
Situations Where Siebel CRM Desktop Reinstalls the Data Structure
Factors That Determine the Data That Siebel CRM Desktop Synchronizes
How Siebel CRM Desktop Handles Synchronization Duplicates and Errors
How Siebel CRM Desktop Avoids Duplicate Data
How Siebel CRM Desktop Handles a Synchronization Error
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Installing Siebel CRM Desktop
Roadmap for Installing Siebel CRM Desktop
Process of Preparing the Siebel Server
Preparing the Implementation Environment for Siebel CRM Desktop
Administering Metadata Files
Creating and Publishing the Customization Package
Administering Server Variables
Overview of Installing the Siebel CRM Desktop Add-In
About Files, File Locations, and Profiles
Changes That Siebel CRM Desktop Makes During Installation
Process of Installing the Siebel CRM Desktop Add-In
Verifying the Network and Infrastructure
Installing the Siebel CRM Desktop Add-In
Options for Installing the Siebel CRM Desktop Add-In
Customizing the First Run Assistant
Storing Siebel Object Types in Outlook Storage
Allowing Users to Use Multiple Clients
Installing Siebel CRM Desktop in the Background
Using the Windows Command Line to Set Optional Parameters
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Administering Siebel CRM Desktop
Controlling the Behavior of Siebel CRM Desktop
Using the Windows Registry to Control Siebel CRM Desktop
Using the Metadata to Control Siebel CRM Desktop
Controlling How Siebel CRM Desktop Handles CRM Data
Controlling How the First Run Assistant Prompts the User to Convert Contacts
Controlling How Siebel CRM Desktop Assigns an Appointment Owner
Controlling How Siebel CRM Desktop Handles an Email Attachment
Controlling the Maximum Size of an Attachment
Controlling How Siebel CRM Desktop Handles an Archived Item
Removing Siebel CRM Desktop
Removing the Siebel CRM Desktop Add-In for a Single User
Removing the Siebel CRM Desktop Add-In for Multiple Users
Controlling the Data That Siebel CRM Desktop Removes
Administering Logging
Log Files and Dump Files You Can Use With Siebel CRM Desktop
Assigning a Logging Profile for Siebel CRM Desktop
Creating a Custom Logging Profile
Creating Installation Log Files for Siebel CRM Desktop
Administering Logging on the Siebel Server
Troubleshooting Problems That Occur with Siebel CRM Desktop
Troubleshooting Problems That Occur When Siebel CRM Desktop Connects to the Siebel Server
Troubleshooting Problems That Occur During Synchronization
Troubleshooting Problems That Occur When You Customize Siebel CRM Desktop
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Controlling Synchronization
Controlling Synchronization Filters
Controlling the Object Types That Display in the Filter Records Tab
Controlling the Exclusions Button In the Filter Records Tab
Controlling the Date Range in the Filter Records Tab
Controlling the Fields That Display in a Filter
Controlling Synchronization Time, Day, and Size
Overview of Controlling Synchronization Frequency
Controlling the Synchronization Intervals That Display in the Synchronization Tab
Controlling the Time and Day When Synchronizations Occur
Controlling the Size and Type of Synchronized Records
Synchronizing All Changes or Only Local Changes
Controlling the Number of Records That Synchronize
Configuring an Object to Synchronize in Only One Direction
Controlling the Number and Size of Batch Requests
Controlling Other Configurations That Affect Synchronization
Getting Updates That Occur During Synchronization
Synchronizing Private Activities
Controlling the Types of Objects That Siebel CRM Desktop Synchronizes
Controlling How Siebel CRM Desktop Deletes Records During Synchronization
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Customizing Siebel CRM Desktop
Overview of Customizing Siebel CRM Desktop
About Customizing Siebel CRM Desktop
About Customizing Field Mapping
About Customizing Synchronization
About Customizing a Form
About Customizing a Toolbar
About Customizing a Dialog Box
About Customizing a View
About Customizing the SalesBook Control
About Customizing Meta Information
Using Siebel Tools
Customizing the User Interface
Customizing the Product Name
Customizing the Email Address of the Support Team
Displaying Buttons That Send Email Messages and Set Up Meetings
Making a Field Read-Only
Making a Form Read-Only
Adding a Default Value to a Field
Adding a Postdefault Value to a Field
Updating One Field If the User Changes Another Field
Validating the Data That a User Enters
Creating a Calculated Field
Displaying a Siebel CRM Field
Customizing Localization
Localizing the Forms Files
Preventing the User From Deleting Records
Process of Adding a Custom Object
Creating the Custom Object
Defining Synchronization for a Custom Object
Adding Custom Views in Microsoft Outlook
Defining the User Interface
Defining the Validation Rules
Defining Validation Rules for a Phone Number
Adding Custom Logic
Defining the Toolbar
Defining Logic for the Custom Form
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Customizing Picklists and Multi-Value Groups
Overview of Customizing Picklists
Picklist Object Structure That Siebel CRM Desktop Uses
Modifying the Values That a Predefined Static Picklist Displays
Customizing the Values That Siebel CRM Desktop Displays in a List of Values
Process of Adding a Predefined Picklist
Identifying Predefined Picklist Objects in Siebel CRM
Creating an Integration Object for the Contact Method Picklist
Extending an Integration Object for the Contact Method Picklist
Adding a Field to the Customization Package
Customizing the Physical Layout for the Pick List
Publishing and Testing a Picklist
Process of Creating a Custom Static Picklist
Modifying Siebel CRM Objects to Support a Static Picklist
Adding a Field to the Metadata to Support a Static Picklist
Adding a Field to the Basic Mapping to Support a Static Picklist
Modifying the Basic Mapping to Store Values for a Static Picklist
Modifying the Form to Support a Static Picklist
Uploading and Testing Your Static Picklist
Creating a Static Picklist That Uses Long Values
Process of Creating a Hierarchical Picklist
Modifying Siebel CRM Objects to Support a Hierarchical Picklist
Modifying the Metadata to Support a Hierarchical Picklist
Modifying the Basic Mapping and Forms to Support a Hierarchical Picklist
Linking Fields and Testing Your Hierarchical Picklist
Process of Creating a Dynamic Picklist
Modifying Siebel CRM Objects to Support a Dynamic Picklist
Modifying the Metadata, Basic Mapping, and Forms to Support a Dynamic Picklist
Process of Creating a Dynamic Picklist That Uses Custom Objects
Modifying the Business Component
Creating an Integration Object
Modifying Siebel CRM Desktop to Support the New Integration Object
Modifying the Remaining Siebel CRM Desktop Objects
Process of Creating a Dynamic Picklist That Uses a SalesBook Control
Modifying Siebel CRM Objects to Support a Dynamic Picklist That Uses a SalesBook Control
Modifying the Metadata
Modifying the Basic Mapping and Connector Configuration
Defining the View
Modifying the Business Logic and Testing Your Work
Defining Multiple Linked Fields
Code That Creates the View Definition That the SalesBook Control Uses
Process of Creating an MVG Field
Identifying Predefined MVG Objects in Siebel CRM
Process of Making Siebel CRM Data Available to Add an MVG
Process of Modifying the Customization Package to Add an MVG
Publishing and Testing a Custom MVG Field
Example Code You Use to Add an MVG
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Reference Information for Siebel CRM Desktop
Windows Registry Parameters You Can Use With Siebel CRM Desktop
Registry Parameters That Affect Siebel CRM Desktop Behavior
Registry Parameters That Affect Credentials
Registry Parameters You Can Use With Log Files and Dump Files
Filters in the CRM Desktop Filter - Edit Criterion Dialog Box
Threshold That Siebel CRM Desktop Uses to Display the Confirm Synchronization Tab
Files in the Metadata and Customization Package
Files in the Metadata
Files in the Customization Package
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How Siebel CRM Desktop Maps Fields Between Siebel CRM Data and Microsoft Outlook Data
How Siebel CRM Desktop Maps Fields Between Siebel Activities and Outlook Calendar
How Siebel CRM Desktop Maps Fields Between Siebel Activities and Outlook Tasks
How Siebel CRM Desktop Maps the Owner Field Between a Siebel CRM Activity and an Outlook Task
How Siebel CRM Desktop Maps the Status Field of an Activity
How Siebel CRM Desktop Maps Fields Between a Siebel CRM Activity and an Outlook Email
How Siebel CRM Desktop Transforms Objects Between Siebel CRM Data and Microsoft Outlook Data
How Siebel CRM Desktop Transforms a Calendar Event That Does Not Recur
How Siebel CRM Desktop Transforms a Recurring Event That Matches a Siebel Recurrence Pattern
How Siebel CRM Desktop Transforms a Recurrent Event That Does Not Match a Siebel Recurrence Pattern
How Siebel CRM Desktop Transforms a Siebel CRM Activity That Is Not Repeated
How Siebel CRM Desktop Transforms a Siebel CRM Activity That Is Repeated
How Siebel CRM Desktop Maps Fields Between Some Siebel Appointments and Microsoft Outlook Appointments
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XML Files Reference
XML Code to Map a Field
Example Code of the Siebel Basic Mapping File
Type Tag of the Siebel Basic Mapping File
Form Tag of the Siebel Basic Mapping File
Alt Message Classes Tag of the Siebel Basic Mapping File
Custom Views Tag of the Siebel Basic Mapping File
Field Tag of the Siebel Basic Mapping File
Writer Tag of the Siebel Basic Mapping File
XML Code to Customize Platform Configuration
XML Code to Customize Synchronization
Example Code of the Connector Configuration File
Types Tag of the Connector Configuration File
Type Tag of the Connector Configuration File
View Tag of the Connector Configuration File
Synchronizer Tag of the Connector Configuration File
Links Tag of the Connector Configuration File
Natural Key Tag of the Connector Configuration File
Filter Presets Tag of the Connector Configuration File
XML Code to Customize Forms
Form Tag of the Forms File
Validation Rules Tag of the Forms File
Script Tag of the Forms File
Info Bar Tag of the Forms File
Page Tag of the Forms File
Stack Tag of the Forms File
Control Tag of the Forms File
Types of Controls for the Control Tag of the Forms File
XML Code to Customize Toolbars
Example Code of the Toolbars File
Toolbars Tag of the Toolbars File
XML Code to Customize Dialog Boxes
Dialog Tag of the Dialogs File
Layout Tag of the Dialogs File
Appearance Tag of the Dialogs File
XML Code to Customize Views
XML Code to Customize the SalesBook Control
Example Code of the Lookup View Definitions File
Array Tag of the Lookup View Definitions File
Lookup View Definition Tag of the Lookup View Definitions File
XML Code for Meta Information
Siebel Meta Info Tag of the Siebel Meta Information File
Common Settings Tag of the Siebel Meta Information File
Object Tag of the Siebel Meta Information File
Field Tag of the Siebel Meta Information File
Extra Command Options Tag of the Siebel Meta Information File
Open With URL Template Tag of the Siebel Meta Information File
Picklist Tag of the Siebel Meta Information File
Master Filter Expression Tag of the Siebel Meta Information File
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Additional Code in the Customization Example
XML Code That Creates a Set of Custom Fields
XML Code That Creates a Many-To-Many Relationship
XML Code That Creates a List
XML Code That Creates Cells
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Glossary
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