Bookshelf v8.1: What's New in This Release

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What's New in This Release

What's New in Siebel CRM Desktop for Microsoft Outlook Administration Guide, Version 8.1, Rev D

Table 1 lists changes described in this version of the documentation to support this release of the software.

Table 1. What's New in Siebel CRM Desktop for Microsoft Outlook Administration Guide, Version Version 8.1 Rev D
Topic	Description
How Siebel CRM Desktop Stores Siebel CRM Data	Modified topic. Beginning with Siebel CRM version 8.1.1.7, Siebel CRM Desktop stores some Siebel CRM data in a custom database by default.
How Siebel CRM Desktop Handles a Recurring Outlook Event That Does Not Include an End Date	New topic. This topic describes how Siebel CRM Desktop handles a recurring Outlook event that does not include an end date.
How Siebel CRM Desktop Determines Compatibility	New topic. Siebel CRM Desktop uses several elements to determine if a local customization package and a server customization package are compatible with each other.
Administering Metadata Files	Modified topic. Beginning with Siebel CRM version 8.1.1.7, you can add all metadata files to a zip file and then use the administration view to upload this zip file.
Installing an Add-in Profile That Includes a Microsoft Exchange Mail Account	New Topic. Beginning with Siebel CRM version 8.1.1.7, you can install the add-in with an Outlook profile that includes a Microsoft Exchange mail account even if an additional mailbox is available.
Installing the Siebel CRM Desktop Add-In	Modified topic. You can now use the Siebel CRM Desktop installation package to install the add-in on a single computer for one or more users.
Storing Siebel Object Types in Outlook Storage	New topic. Beginning with Siebel CRM version 8.1.1.7, you can configure CRM Desktop to store all Siebel object types in native Outlook storage and to store no objects in the local CRM Desktop database.
Allowing Users to Use Multiple Clients	New topic. Starting with Siebel CRM version 8.1.1.7, a user can use Siebel CRM data on multiple computers.
Installing Siebel CRM Desktop in the Background	New topic. Starting with Siebel CRM version 8.1.1.7, you can install Siebel CRM Desktop in the background.
Controlling How Siebel CRM Desktop Handles an Email Attachment	New topic. You can use the Windows Registry to control how Siebel CRM Desktop handles an email attachment.
Controlling the Maximum Size of an Attachment	New topic. You can control the maximum size of an attachment that Siebel CRM Desktop allows the user to attach to an object.
Administering Logging	New topic. You can administer log files and dump files for the Siebel Server and for Siebel CRM Desktop.
Controlling the Date Range in the Filter Records Tab	New topic. To modify the date range that CRM Desktop uses in a synchronization filter, the user can use predefined date ranges. You can customize these date ranges.
Controlling the Predefined Synchronization Intervals	New topic. You can customize the predefined synchronization intervals.
Synchronizing All Changes or Only Local Changes	New topic. You can enable or disable the Synchronize Local Changes option. It allows the user to synchronize only local changes to the Siebel Server. It does not synchronize all records.
Configuring an Object to Synchronize in Only One Direction	New topic. You can configure CRM Desktop to synchronize an object in only one direction.
Controlling the Number and Size of Batch Requests	Modified topic. To avoid overloading the server, you can specify the number of IDs that CRM Desktop requests for each command and the number commands that each batch contains.
Getting Updates That Occur During Synchronization	New topic. Beginning with Siebel CRM version 8.1.1.7, you can configure how Siebel CRM Desktop gets object updates from the Siebel Server that occur during a synchronization session.
Controlling the Types of Objects That Siebel CRM Desktop Synchronizes	New topic. You can specify the view mode that CRM Desktop uses during synchronization for an object type.
Customizing Localization	Modified topic. To customize localization, you add a resource string to a resource file and then reference that string from other XML files.
Modifying the Values That a Predefined Static Picklist Displays	New topic. You can modify the values that a static picklist displays so that it only displays values that include a check mark in the Active property in Siebel Tools.
Customizing the Values That Siebel CRM Desktop Displays in a List of Values	New topic. You can modify the field mapping that occurs between CRM Desktop and Outlook. In this example, you modify the mapping for the On Hold status.
Registry Parameters That Affect Siebel CRM Desktop Behavior	Modified topic. The MaximumSyncPassthrough parameter is no longer available. To control the number of objects that Siebel CRM Desktop synchronizes, see Controlling Synchronization Time, Day, and Size.
Registry Parameters That Affect Credentials	New topic. You can modify Windows Registry parameters that change how Siebel CRM Desktop handles credentials.
Registry Parameters You Can Use With Log Files and Dump Files	New topic. Describes the parameters that you can use with the General Log with Siebel CRM Desktop.
Filters in the CRM Desktop Filter - Edit Criterion Dialog Box	New topic. Describes the filters the user can choose in the CRM Desktop Filter - Edit Criterion dialog box.
JavaScript Files That Siebel CRM Desktop Uses Internally	New topic. Describes files that Siebel CRM Desktop uses internally. You must not modify these files.
Installing the Siebel CRM Desktop Add-In for Multiple Users	Topic removed. To install the Siebel CRM Desktop add-in for multiple users, you now use the Anyone Who Uses This Computer option. For more information, see Installing the Siebel CRM Desktop Add-In.
Enabling SOAP Data Dumps	Topic removed. To enable SOAP dumps, you now use the Advanced tab in the CRM Desktop - Options dialog box. For more information, see Administering Logging.
Setting the Microsoft Outlook Profile for the Siebel CRM Desktop Add-In	Topic removed. It is no longer necessary to set the Outlook profile for the Siebel CRM Desktop add-in.
Resolving an Invalid Microsoft Outlook Profile	Topic removed. Siebel CRM Desktop no longer verifies the Outlook profile during installation.

Additional Changes

This version of Siebel CRM Desktop for Microsoft Outlook Administration Guide also includes structural changes to the content, such as topic organization and heading arrangement.

What's New in Siebel CRM Desktop for Microsoft Outlook Administration Guide, Version 8.1 Rev C

Table 2 lists changes described in this version of the documentation to support this release of the software.

Table 2. What's New in Siebel CRM Desktop for Microsoft Outlook Administration Guide, Version Version 8.1 Rev C
Topic	Description
Displaying Buttons That Send Email Messages and Set Up Meetings	New topic. You can configure Siebel CRM Desktop to display the Email to Account Team and Meeting with Account Team buttons.
Making a Field Read-Only	Revised topic. To make a field read-only, you disable the corresponding control on the form that references the field that you must make read-only.
Making a Form Read-Only	New topic. You can configure Siebel CRM Desktop to make a form in the client read-only.
Adding a Default Value to a Field	Revised topic. This topic includes new information about how to identify the source of the default value.
Adding a Postdefault Value to a Field	New topic. You can configure Siebel CRM Desktop to add a value to a field if the user does not enter any data in this field when the user creates a new record.
Updating One Field If the User Changes Another Field	New topic. You can configure Siebel CRM Desktop to update one field if the user changes the value in another field.
Creating a Calculated Field	New topic. You can configure Siebel CRM Desktop to display a calculated field in the client.
Synchronizing Private Activities	New topic. The predefined Siebel CRM Desktop plug-in does not synchronize private activities. You can configure Siebel CRM Desktop to synchronize these private activities.
Validating the Data That a User Enters	New topic. You can configure Siebel CRM Desktop to perform various types of validation on data that the user enters.
Customizing Picklists and Multi-Value Groups	New chapter. Describes how to customize various types of picklists that Siebel CRM Desktop displays in the client.

What's New in Siebel CRM Desktop for Microsoft Outlook Administration Guide, Version 8.1 Rev B

Table 3 lists changes described in this version of the documentation to support this release 8.1.1.5 of the software.

Table 3. What's New in Siebel CRM Desktop for Microsoft Outlook Administration Guide, Version Version 8.1 Rev B
Topic	Description
How Siebel CRM Desktop Stores Siebel CRM Data	Modified topic. Includes more details about how Siebel CRM Desktop uses the Microsoft Exchange Server.
How Siebel CRM Assigns the Meeting Organizer	New topic. Describes how Siebel CRM assigns the meeting organizer.
How Siebel CRM Desktop Handles an Appointment	Modified topic. Describes how Siebel CRM Desktop uses keys to correlate a Siebel CRM activity with PIM data in Outlook.
"Administering Metadata Files" on page 80	Modified topic. You are no longer required to add one metadata file at a time. You can now upload all metadata files at one time. Also, the number of metadata files you must upload has changed, including files for individual languages.
"Uploading All Metadata Files at One Time" on page 83	New topic. You can upload all metadata files at one time.
Guidelines for Assigning a Responsibility to a Customization Package	Modified topic. A customization package requires a responsibility. A customization package cannot contain another customization package. A metadata file can belong to more than one customization package.
Caution About Changing the Default Mail Delivery Location	New topic. You must not change the default email delivery location in the Outlook profile where you install Siebel CRM Desktop.
Changes That Siebel CRM Desktop Makes During Installation	New topic. Describes changes that Siebel CRM Desktop makes during installation of Siebel CRM Desktop to the file system, Windows Registry, and settings in Outlook.
Customizing How Siebel CRM Desktop Connects to the Internet	New topic. You can customize how Siebel CRM Desktop connects to the Internet.
Customizing How Siebel CRM Desktop Shares Native Microsoft Outlook Items	New topic. You can customize Siebel CRM Desktop to share or not share any new native Outlook items that the user creates in Outlook.
Controlling the Synchronization Intervals That Display in the Synchronization Tab	New topic. Describes how to control the synchronization intervals that Siebel CRM Desktop displays in the Synchronization tab of the CRM Desktop - Options dialog box.
How the Number of Deleted Records Determines Delete Confirmation	New topic. Describes how the number of records that the user has deleted determines whether or not Siebel CRM Desktop displays the Confirm Synchronization tab.
Controlling the Exclusions Button In the Filter Records Tab	New topic. The Exclusions List allows the user to exclude an individual record from synchronization. You can configure how Siebel CRM Desktop uses this list.
Troubleshooting Problems That Occur with Siebel CRM Desktop	New topic. Describes how to troubleshoot problems that occur with Siebel CRM Desktop. It includes several new troubleshooting topics and a topic that describes how to enable SOAP dumps.
JavaScript Files in the Customization Package	New topic. Describes the JavaScript files that Siebel CRM Desktop includes in the customization package.
Making a Field Read-Only	Modified topic. The steps to make a field read-only have changed.
Adding a Default Value to a Field	New topic. Describes how to configure Siebel CRM Desktop to populate a field with a default value when the user creates a new record.
Preventing the User From Deleting Records	New topic. You can configure Siebel CRM Desktop to prevent the user from deleting records in the Siebel CRM Desktop client.
Defining Validation Rules for a Phone Number	Modified topic. Includes new XML code.
Process of Adding a Predefined Picklist	Modified topic. Includes new code and revised steps.
Process of Creating an MVG Field	Modified topic. Includes new code and revised steps.
How Siebel CRM Desktop Handles a Private Activity	New Topic. Siebel CRM does not display the contents of an item to any user who interacts with the Siebel Server except the item owner.
XML Code That Creates a Set of Custom Fields	Modified topic. Includes new XML code.
XML Code That Creates a Many-To-Many Relationship	Modified topic. Includes new XML code.

What's New in Siebel CRM Desktop for Microsoft Outlook Administration Guide, Version 8.1, Rev A

Table 5 lists changes described in this version of the documentation to support release Version 8.1 of the software.

Table 5. What's New in Siebel CRM Desktop for Microsoft Outlook Administration Guide, Version 8.1, Rev A
Topic	Description
How Siebel CRM Desktop Prevents Data Loss if the User Deletes Customization Package Files	New Topic. If the user deletes customization package files, then Siebel CRM Desktop restores the customization package files from local storage.
Guidelines for Assigning a Responsibility to a Customization Package	Revised topic. A customization package requires a responsibility. A customization package cannot contain another customization package. A metadata file can belong to more than one customization package.
Controlling the Date Range in the Filter Records Tab	New topic. To control the fields that are available in a filter, you use the IsHidden property of the field in the siebel_meta_info.xml file.
Controlling How the First Run Assistant Prompts the User to Convert Contacts	New topic. First Run Assistant prompts the user to convert Outlook contacts to Siebel CRM contacts. You can disallow this feature.
Controlling How Siebel CRM Desktop Handles an Archived Item	New topic. If Outlook archives an item, then Siebel CRM Desktop interprets this action as a deletion, and it deletes the corresponding Siebel CRM record in the Siebel database. You can control this behavior.
Localizing the Forms Files	New topic. To customize the behavior of the forms_xx.xml file that comes predefined with Siebel CRM Desktop, you can use a forms file that is specific to a language.
Customizing the Product Name	New topic. You can customize the product name that Siebel CRM Desktop displays in the client.
Making a Field Read-Only	New topic. You can make a field in Siebel CRM Desktop read-only.
Process of Adding a Predefined Picklist	New topic. You can add a picklist to Siebel CRM Desktop.
Process of Creating an MVG Field	New topic. You can add an MVG field to Siebel CRM Desktop.
How CRM Desktop Maps the Private Field of an Activity	Topic removed. The user cannot share a private Outlook appointment or task in Siebel CRM Desktop. These items are not synchronized with the Siebel Server.
How CRM Desktop Maps the Alarm and Alarm Lead Fields	Topic removed. Siebel CRM Desktop no longer synchronizes reminders with Siebel alarms.

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