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Installing the Siebel Email Form for Microsoft Outlook

This section describes how to install the Siebel email form for Microsoft Outlook. The email form may be installed on the server machine where Microsoft Exchange Server is running, or on each client machine.

For users on the Siebel Mobile Web Client who will use Microsoft Outlook for the Send Email command while disconnected from the network, the email form must be installed locally on the client machine. Note that deploying the form on local client machines has implications for subsequent updates. Also, note that a form in the Personal Form Library takes precedence over a form of the same name in the Organizational Form Library.

NOTE:  For additional deployment options for the Outlook template and email form, contact your administrator for Microsoft Outlook and Microsoft Exchange Server.

The default name for the Siebel email form for Microsoft Outlook is IPM.Note.Siebel. This form must be contained within an Outlook template file. For more information, see About Installing the Siebel Email Form.

You can rename the default Siebel email form when you publish it, or publish additional Siebel forms based on the default. If you do either of these, make sure that the names of all supported Siebel forms are included in the List of Values type for the Siebel/Outlook Form drop-down list, located in the Outbound Communications options of the User Preferences screen.

To specify a custom form as a global default, then you must also specify its name using the Siebel/Outlook Form server component parameter (set on the AOM component, for Siebel Web Client deployments) or the OutlookForm configuration file parameter (for Siebel Mobile Web Client), as described in Email Client Parameters.

To install the Siebel email form for Microsoft Outlook

  1. Locate the Outlook template file containing the Siebel email form. See About Installing the Siebel Email Form.
  2. Optionally, you may choose to copy this file to the clipboard, and paste it somewhere on the network before continuing.
  3. Publish the email form to the Organizational Form Library on Microsoft Exchange Server, or to the Personal Form Library on a local client machine:
    1. On the server machine or on the client machine, double-click the template file Siebel7Outlook.oft.
    2. At the prompt, specify Enable Macros.
    3. In Microsoft Outlook, choose Tools > Forms > Publish Form As.
    4. From Look In, choose Organizational Form Library (for installation on the Exchange Server machine) or choose Personal Form Library (for installation on a client machine).
    5. Specify the display name "Siebel" for this form, then save the form.

      The actual name of the email form is IPM.Note.Siebel.

    6. At the prompt, specify not to send the form definition to email recipients.
    7. Close the Outlook window without saving a message draft.

      The Outlook email form is now ready to be used.

To finish configuring your use of Microsoft Outlook, go to Overview of Completing Email Client Configuration.

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