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Siebel CRM Desktop for Microsoft Outlook Administration Guide > How Siebel CRM Desktop Works > Overview of How Siebel CRM Desktop Works > Architecture Components That Siebel CRM Desktop UsesFigure 2 illustrates the major architectural components that Siebel CRM Desktop uses. For more information, see Siebel Deployment Planning Guide. Siebel CRM Desktop uses the following components:
Overview of How Siebel CRM Desktop Synchronizes DataTo synchronize data between Microsoft Outlook and the Siebel Server, Siebel CRM Desktop uses a process that the client controls. Once installed, the client initializes the Siebel CRM data that is available in Microsoft Outlook through the initial synchronization. An incremental synchronization synchronizes subsequent changes that occur in Microsoft Outlook or on the Siebel Server. To make Siebel CRM data available in Microsoft Outlook, the Siebel CRM Desktop user must perform the initial synchronization with the Siebel Server. First Run Assistant is a wizard that guides the user through the setup of the Siebel CRM Desktop application in Microsoft Outlook. It displays when the user starts Microsoft Outlook for the first time after you install the Siebel CRM Desktop add-in. It starts the initial synchronization. While using the First Run Assistant, the user can choose among several preferences, and then start the initial synchronization. Siebel CRM Desktop does the following work:
For more information, see How Siebel CRM Desktop Synchronizes Data Between the Client and the Siebel Server. About Web Service Usage During SynchronizationA component of the Synchronization Engine that you deploy to the client supports synchronization. This component connects to the Siebel Server through the Web service infrastructure. Web services provide access to synchronization for metadata and synchronization for Siebel CRM data. Siebel CRM Desktop provides access to individual objects through the standard Siebel EAI repository objects, such as integration objects and integration components. These objects acquire data through their relations with business objects and business components. How Siebel CRM Desktop Uses the Microsoft Exchange ServerFigure 3 illustrates how Siebel CRM Desktop uses the Microsoft Exchange Server. Siebel CRM Desktop uses the Microsoft Exchange Server in the following ways:
Siebel CRM Desktop does not support an Exchange Server email account that is not cached. To install and use Siebel CRM Desktop, it is not necessary for you to customize the Microsoft Exchange Server or acquire permissions to access it. How Siebel CRM Desktop Displays Data in Microsoft OutlookSiebel CRM Desktop stores Siebel CRM data in files that are native to Microsoft Outlook. It stores this data in one of the following files depending on the data file that the user sets as the default email delivery location in the Microsoft Outlook profile in which you install Siebel CRM Desktop:
Microsoft Outlook data is data that is created in the native Microsoft Outlook application. Examples include an appointment or task. Siebel CRM data is data that can include the following items:
Examples of Siebel CRM data include an opportunity, account, or activity. Because Siebel CRM Desktop uses native Microsoft Outlook data files, Microsoft Outlook displays Siebel CRM data through native Microsoft Outlook user interface elements, such as lists and forms. Microsoft Outlook can display this data simultaneously with other Microsoft Outlook data while using the same user interface concept, such as a mailbox folder. The Siebel CRM Desktop user can choose a folder that displays Siebel CRM data, and can also view Microsoft Outlook data in an Microsoft Outlook list view. Siebel CRM Desktop displays Siebel CRM data in the following contexts:
When disconnected from the Siebel Server, the user interacts with data that the user can access locally in Microsoft Outlook. |
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