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Guidelines for Installing the Siebel CRM Desktop Add-In for Multiple Users

This topic describes guidelines for installing the Siebel CRM Desktop Add-In for multiple users who share a single computer. For multiple users who use multiple computers you must install Siebel CRM Desktop on each computer for each user.

To install Siebel CRM Desktop silently on the client computer, you can use Microsoft SMS Package or the Microsoft Group Policy Object. You can configure the installation to retry on each user log-on attempt until it is successful. A silent installation is a type of installation that runs in the background while the user continues to use the computer. It does not display messages or windows during the installation.

Siebel CRM Desktop includes a separate set of the following items for each user who uses the client computer:

• Binaries for the Siebel CRM Desktop application
• Configuration files
• Settings in the Microsoft Registry

Guidelines for Using a Microsoft SMS Package to Install the Siebel CRM Desktop Add-In for Multiple Users

This topic describes guidelines for using a Microsoft SMS Package to install the CRM Desktop add-in for multiple users who use the same computer. For details on how to use Microsoft SMS Package, see the Microsoft TechNet Web site:

• Make sure the user runs Microsoft Outlook on the client computer at least one time.

  For more information, see A User Must Start Microsoft Outlook Before You Install Siebel CRM Desktop for Multiple Users.

• Create a .mst transform file.

  You can use a third-party tool, such as Orca. This file must contain the custom parameters that Siebel CRM Desktop requires to complete an installation. For example, the name of the Siebel Server, and so forth.

• Create a .bat file that includes the following command:

  msiexec.exe /qn /i "\\server\install\CRMDesktop\CRMDesktop.msi" TRANSFORMS="\\server\install\CRMDesktop\transform.mst"

• Place the .bat file in the same network path that includes the .msi and .mst files.
• For the Microsoft SMS Package that contains the Siebel CRM Desktop client application, choose the Data Source tab.

  This package contains the source files.

• Make sure the following option contains a check mark:

  Always obtain files from source directory

• For the Program object of Siebel CRM Desktop within the package:
  • Click the General tab.
  • In the Command line window, specify the .bat file and set Run to Hidden.
  • Click the Environment tab, and then enter information using values from the following table.

    Window	Value
    Program can run	Only when a user is logged on
    Run mode	Run with user's rights
    Drive mode	Runs with UNC name

• Make sure the computer where you install Siebel CRM Desktop can access the network path to the following files that you specified:
  • .bat
  • .msi
  • .mst

Guidelines for Using the Microsoft Group Policy Object to Install the Siebel CRM Desktop Add-In for Multiple Users

This topic describes guidelines for using the Group Policy Object to install the CRM Desktop add-in for multiple users who use the same computer. For details on how to use the Microsoft Group Policy Object, see the Microsoft TechNet Web site:

• Make sure the user runs Microsoft Outlook on the client computer at least one time.

  For more information, see A User Must Start Microsoft Outlook Before You Install Siebel CRM Desktop for Multiple Users.

• Create an .mst transform file.

  You can use a third-party tool, such as Orca. This file must contain the custom parameters that Siebel CRM Desktop requires to complete an installation. For example, the name of the Siebel Server, and so forth.

• Create the Group Policy Object:
  • Navigate to the Microsoft Active Directory.
  • In the Group Policy Object Editor, create a package under the User Configuration section, not the Computer Configuration.
  • Set the Deployment method of the package to Assigned.
  • On the Deployment tab of the package Properties, make sure the following option contains a check mark:

    Install this application at logon

  • On the Modifications tab, specify the network path that identifies the location of the .mst file and the .msi.

    For example, \\server\install\CRMDesktop\transform.mst.

  • Make sure the computer where you install Siebel CRM Desktop can access the network path to the .mst file and the .msi file.

A User Must Start Microsoft Outlook Before You Install Siebel CRM Desktop for Multiple Users

If a user starts Microsoft Outlook for the first time on a new workstation, and if a configured email profile for Microsoft Outlook does not exist, and if you attempt a silent installation, then the installation silently fails. For the installation to run successfully, a configured email profile for Microsoft Outlook must exist. Microsoft Outlook creates this profile the first time a user starts Microsoft Outlook. The following sequence must occur:

1. User starts Microsoft Outlook.
2. User quits Microsoft Outlook.
3. You install Siebel CRM Desktop for multiple users.
4. User starts Microsoft Outlook again.
5. Siebel CRM Desktop completes the silent installation.