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

Creating and Configuring the Attachments Directory

If the Send Email command is configured to generate activity records, then when a Siebel user sends an email message using Lotus Notes or Microsoft Outlook, email attachment files are used to create attachment records for this activity record. A temporary storage directory must be defined to facilitate transferring attachments in this manner.

When the email message is sent, the email form invokes a script, which in turn invokes a Siebel business service method that transfers the files from this attachments directory to the Siebel Server and deletes the files from this directory.

For more information about activity records and email, see Setting Communications User Preferences and Creating Activities for Send Commands.

The attachments directory is typically (but not necessarily) located on the Siebel Server machine. For users on the Siebel Mobile Web Client who will use Lotus Notes or Microsoft Outlook for the Send Email command while disconnected from the network, an attachments directory on each local client must be specified.

The attachments directory must be accessible from each Microsoft Windows machine where the Siebel client may run. Configure access to this directory as follows:

  • For all Siebel users on applicable client machines, provide write access. Do not provide read and execute access.
  • For the system user login that started the Siebel Server, read and execute access must be provided.

The attachments directory you configure in this section is later specified for use for all users or for individual users, as described in Overview of Completing Email Client Configuration.

Next, install the Siebel email form for Lotus Notes or Microsoft Outlook.

Siebel Communications Server Administration Guide