Siebel CRM Desktop for Microsoft Outlook Administration Guide > Administering Siebel CRM Desktop > Removing and Upgrading the Siebel CRM Desktop Add-In >

Removing the Siebel CRM Desktop Add-In for a Single User


To avoid a loss of data, it is recommended that the user synchronize and back up all personal data before removing the Siebel CRM Desktop add-in. For more information, see How Siebel CRM Desktop Handles Items If the User Removes the Siebel CRM Desktop Add-In.

To remove the Siebel CRM Desktop add-in for a single user

  1. Make sure all personal data is synchronized and backed up:
    1. In Microsoft Outlook, perform a synchronization.
    2. Backup personal data.

      To backup personal data, it is recommended that the user use the standard Microsoft Outlook feature to export personal data to a file.

  2. Remove the Siebel CRM Desktop add-in:
    1. Click the Start menu, choose Settings, and then open the Control Panel.
    2. In the Control Panel, open the Add or Remove Programs application.
    3. In the Currently Installed Programs window, click CRM Desktop, and then click Remove.

      Siebel CRM Desktop automatically does the following work:

      • Removes the data structure
      • Removes Siebel CRM data
      • Removes shared appointments and tasks that Siebel CRM Desktop created to support Siebel CRM activities
      • Removes shared contacts

        Siebel CRM Desktop treats the native Microsoft Outlook items in the following ways:

      • Converts all unshared appointments, tasks, and contacts to native Microsoft Outlook items.
      • Leaves shared appointments and tasks that originated in Microsoft Outlook as native Microsoft Outlook items in their corresponding Microsoft Outlook folders.
      • Leaves all native Outlook items and Outlook email messages in their corresponding Microsoft Outlook folders.
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