connector_configuration.xml

This XML file provides the following capabilities:

• Defines objects that are synchronized
• Defines the criteria that CRM Desktop uses to detect duplicate objects in the Siebel database
• Defines the preset filters for a custom synchronization
• Defines the object types that CRM Desktop displays in the Filter Records tab of the Synchronization control panel.
• Defines presets for sliding date ranges.

For more information, see About Customizing Synchronization.

data_sources.xml

Defines the data source for views and Auto-Complete.

dialogs.xml

Defines the layout for a custom dialog box. For more information, see About Customizing a Dialog Box.

forms_11.xml

forms_12.xml

These XML files provide the following capabilities:

• Indicates the fields that CRM Desktop uses to store references between objects
• Defines the form layout for each object
• Defines the field validation rules on a form
• Defines business logic in JavaScript
• Defines controls that CRM Desktop uses on a form

CRM Desktop uses the following files according to the version of Outlook installed on the client:

• forms_11.xml for Microsoft Outlook 2003
• forms_12.xml for Microsoft Outlook 2007 and Microsoft Outlook 2010

Throughout this book, the term forms_xx.xml refers generically to these forms files. If you edit a forms_xx.xml file, then make sure you edit the file that supports the version of Outlook that is installed on the client.

The business_logic.js file describes most business logic. To specify business logic, it is recommended that you use JavaScript in one of the forms_xx.xml files only if CRM Desktop runs this logic in the current form. If many objects are involved, then it is recommended that you specify business logic in the business_logic.js file.

For more information, see About Customizing a Form.

info.xml

This XML file provides the following capabilities:

• Identifies the product name
• Identifies the package version and the CRM Desktop version
• Identifies the product versions that are compatible with the package
• Identifies the Siebel Server versions that are compatible with the package
• Identifies the general comments for the package

You can use it to track the package version. You can use the product name and version to check compatibility.

For more information, see How Siebel CRM Desktop Determines Compatibility.

lookup_view_defs.xml

Defines the configuration for view lookup definitions. This file applies only for versions that occur prior to Siebel CRM version 8.1.1.7. For more information, see About Customizing the SalesBook Control.

package_res.xml

Defines various resources for the customization package.

platform_configuration.xml

Defines the configuration for the platform. For example, the platform_configuration.xml file defines how to do the following:

• Connect to the Internet
• Share native Outlook items
• Convert contacts
• Control the synchronization intervals that display in the Synchronization tab
• Control the data that CRM Desktop removes if the user removes CRM Desktop

siebel_basic_mapping.xml

This XML file provides the following capabilities:

• Defines field mapping between CRM Desktop and Outlook
• Defines field mapping between CRM Desktop and Siebel CRM
• Describes objects to add to Outlook
• Defines the form that CRM Desktop uses to display an object in Outlook
• Defines a set of custom Outlook views that CRM Desktop applies for an object

For more information, see About Customizing Field Mapping.

siebel_meta_info.xml

This XML file provides the following capabilities:

• Defines the object types that CRM Desktop supports
• Defines fields and their types
• Defines the XML element names that CRM Desktop uses to create a Siebel message

For more information, see About Customizing Meta Information.

toolbars_11.xml

toolbars_12.xml

toolbars_14.xml

Defines custom toolbars that CRM Desktop displays on a native Outlook form, custom form, or in an Outlook window. CRM Desktop uses the following files according to the version of Outlook installed on the client:

• toolbars_11.xml for Microsoft Outlook 2003
• toolbars_12.xml for Microsoft Outlook 2007
• toolbars_14.xml for Microsoft Outlook 2010

Throughout this book, the term toolbars.xml refers generically to one of these toolbars files. If you edit a toolbars.xml file, then make sure you edit the file that supports the version of Outlook that is installed on the client.

External JavaScript files specify all programmable actions for a toolbar.

For more information, see About Customizing a Toolbar.

views.xml

Defines the views that CRM Desktop uses in CRM Desktop forms and Outlook windows. For more information, see About Customizing a View.

actions.js

Defines actions for the toolbar.

actions_support.js

Defines action support functions for the toolbar.

activity_processor.js

Defines activity processing. You must not modify this file.

autoresolver.js

Defines functions to resolve conflicts.

autoresolve_helpers.js

An internal CRM Desktop file. You must not modify this file.

application_script.js

Defines entry points for scripts and to call scripts from other files.

business_logic.js

Defines logic for the following items:

• Activities
• Mail processing
• The data model

data_model.js

Defines the data model and functions for objects.

form_helpers.js

Defines functions to handle user interface events.

forms.js

Defines user interface actions.

helpers.js

Defines utility functions.

idle.js

Defines the Idle Processing Manager and idle handlers.

md5.js

Defines how to implement MD5 (Message Digest Algorithm).

mvg_dialogs.js

Defines controls for multi-value groups.

raw_item_functions.js

Defines functions that access Outlook items.

recurrence_processing.js

Defines patterns for recurrence processing. For more information, see How Siebel CRM Desktop Transforms Objects Between Siebel CRM Data and Microsoft Outlook Data.

sb_helpers

Defines utility functions that are specific to Siebel CRM.

security_manager.js

Defines the security model.

security_utils.js

Defines security definitions that are specific to Siebel CRM.