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Process of Configuring Third-Party Email Integrations

To configure third-party email client integrations, perform the following general steps:

1. Create and configure one or more directories to use for temporary storage of email attachment files. For more information, see Creating and Configuring the Attachments Directory.
2. Install the Siebel email form for Lotus Notes or Microsoft Outlook. For more information, see the following topics:
   • Installing Siebel Email Form for Lotus Notes
   • Installing Siebel Email Form for Microsoft Outlook
3. As appropriate for your Siebel client deployment, set component parameter values for the Application Object Manager, or set parameter values for the application configuration file, such as uagent.cfg for Siebel Call Center. For more information, see the following topics:
   • Completing Configuration for Lotus Notes
   • Completing Configuration for Microsoft Outlook
4. (Optional) Set user preferences for each user. For more information, see the topics listed for Step 3 and Preference Settings for Outbound Communications.