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About Files in the Customization Package


to customize certain Siebel CRM Desktop features, you can modify XML files and JavaScript files in the customization package. Siebel CRM Desktop includes the following basic customization capabilities:

  • Adjusting the business logic to suit the business environment
  • Customizing the user interface
  • Specifying security and data validation rules

For more information, see Where Siebel CRM Desktop Stores Data in the File System.

XML Files in the Customization Package

Table 17 describes the XML files that Siebel CRM Desktop includes in the customization package. For more information, see About the Customization Package.

Table 17. XML Files in the Customization Package
XML File Name
Description

connector_configuration.xml

This XML file provides the following capabilities:

  • Defines objects that are synchronized
  • Defines the criteria that Siebel CRM Desktop uses to detect duplicate objects in the Siebel database
  • Defines the preset filters for a custom synchronization

For more information, see Customizing Synchronization.

dialogs.xml

Defines the layout for a custom dialog box. For more information, see Customizing a Dialog Box.

forms_11.xml

forms_12.xml

These XML files provide the following capabilities:

  • Indicates the fields that Siebel CRM Desktop uses to store references between objects
  • Defines the form layout for each object
  • Defines the field validation rules on a form
  • Defines business logic in JavaScript
  • Defines controls that Siebel CRM Desktop uses on a form

The business_logic.js file describes most business logic. To define business logic, it is recommended that you use JavaScript in one of the forms_xx.xml files only if Siebel CRM Desktop runs this logic in the current form. If many objects are involved, then it is recommended that you define business logic in the business_logic.js file.

NOTE:  Throughout this document, the term forms_xx.xml refers generically to the forms_11.xml file or the forms_12.xml file.

For more information, see Customizing a Form.

info.xml

This XML file provides the following capabilities:

  • Defines the product name
  • Defines the version of the package
  • Defines compatible product and package versions
  • Defines the general comments for the package

Siebel CRM Desktop does not currently use this information. You can use it to track the package version. You can use the product name and version to check compatibility.

lookup_view_defs.xml

Sets configuration options for the SalesBook control in Siebel CRM Desktop. This control defines references between objects. Siebel CRM Desktop uses it in lookup controls. For more information, see Customizing the SalesBook Control.

package_res.xml

Defines various resources for the customization package. For more information, see Customizing the Email Address of the Support Team.

platform_configuration.xml

Defines the custom data that Siebel CRM Desktop deletes if you remove Siebel CRM Desktop. For more information, see Customizing Which CRM Data Siebel CRM Desktop Removes if the User Removes Siebel CRM Desktop.

siebel_basic_mapping.xml

This XML file provides the following capabilities:

  • Defines field mapping between Siebel CRM Desktop and Microsoft Outlook
  • Defines field mapping between Siebel CRM Desktop and a Siebel application
  • Describes objects to add to Microsoft Outlook
  • Defines the form that Siebel CRM Desktop uses to display an object in Microsoft Outlook
  • Defines a set of custom Microsoft Outlook views that Siebel CRM Desktop applies for an object

For more information, see Customizing How Siebel CRM Desktop Maps Fields.

siebel_meta_info.xml

This XML file provides the following capabilities:

  • Defines the object types that Siebel CRM Desktop supports
  • Defines fields and their types
  • Defines the XML element names that Siebel CRM Desktop uses to build a Siebel message

For more information, see Customizing Meta Information.

toolbars.xml

Defines custom toolbars that Siebel CRM Desktop displays on a native Microsoft Outlook form, custom form, or in a Microsoft Outlook window. To generically refer to this file, this book uses toolbars.xml. Siebel CRM Desktop uses the following files according to the version of Microsoft Outlook installed on the client:

  • toolbars_11.xml for Microsoft Outlook 2003
  • toolbars_12.xml for Microsoft Outlook 2007
  • toolbars_14.xml for Microsoft Outlook 2010

External JavaScript files define all programmable actions for a toolbar.

For more information, see Customizing a Toolbar.

views.xml

Defines the views that Siebel CRM Desktop uses in Siebel CRM Desktop forms and Microsoft Outlook windows. For more information, see Customizing a View.

JavaScript Files in the Customization Package

Table 18 describes the JavaScript files that Siebel CRM Desktop includes in the customization package.

Table 18. JavaScript Files in the Customization Package
JavaScript File Name
Description

actions.js

Defines actions for the toolbar.

actions_support.js

Defines action support functions for the toolbar.

autoresolver.js

Defines functions to resolve conflicts.

application_script.js

Defines entry points for scripts and to call scripts from other files.

business_logic.js

Defines logic for the following items:

  • Activities
  • Mail processing
  • The data model

data_model.js

Defines the data model and functions for objects.

form_helpers.js

Defines functions to handle user interface events.

forms.js

Defines user interface actions.

helpers.js

Defines utility functions.

idle.js

Defines the Idle Processing Manager and idle handlers.

md5.js

Defines how to implement MD5 (Message Digest Algorithm).

mvg_dialogs.js

Defines controls for multi-value groups.

raw_item_functions.js

Defines functions that access Microsoft Outlook items.

recurrence_processing.js

Defines patterns for recurrence processing. For more information, see How Siebel CRM Desktop Transforms Objects Between Siebel CRM Data and Microsoft Outlook Data.

sb_helpers

Defines utility functions that are specific to Siebel CRM.

security_manager.js

Defines the security model.

security_utils.js

Defines security definitions that are specific to Siebel CRM.

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