Siebel CRM Desktop for Microsoft Outlook Administration Guide > Installing Siebel CRM Desktop > Process of Preparing the Siebel Server >

Administering Metadata Files

This task is a step in Process of Preparing the Siebel Server.

This topic describes how to administer the predefined metadata files that the Siebel CRM Desktop client uses to determine which data to synchronize and the validation rules to apply.

To administer metadata files

1. With administrator privileges, log in to Siebel Sales Enterprise through a Siebel Web Client that is connected to the Siebel Server.
2. Navigate to the Administration - CRM Desktop screen, and then the Metadata Files view.
3. In the Metadata Files list, add a separate record for each of the metadata types:
   • To define the Type field, choose it from the list.
   • To define the File Name field, type the file name in the File Name field.

     For more information, see Metadata File Types.

     Instead of adding a separate record for each metadata type, you can add them all at one time. For more information, see Uploading All Metadata Files at One Time.

Metadata File Types

Table 6 lists each of the metadata file types that you must add in the Metadata Files view of the Administration - CRM Desktop screen. If you must support a language other than English, then see Metadata File Types That Support Languages.

For more information, see XML Files in the Customization Package.

Metadata File Types That Support Languages

Table 7 lists each of the metadata file types that you must add in the Metadata Files view of the Administration - CRM Desktop screen for specific languages. For all languages except Japanese, you add only one file for each language that you must support. For example, if you must support only German, then add only the package_res.de_DE file. You do not need to add a file to support English. If you must support Japanese, then you must add the following files:

• package_res.ja_JP
• forms_11.jp_JP
• forms_12.jp_JP

Uploading All Metadata Files at One Time

You can upload all metadata files at one time.

To upload all metadata files at one time

1. Use a compression application to compress all the client metadata files you use into a single compressed file.

   You can save this compressed file on the computer where you installed the Siebel Server or on the computer where you installed the Siebel CRM Desktop client. This example uses the 7-Zip compression application. You can use a different compression application, such as WinZip or gzip.

2. (Conditional) If the computer where you installed the Siebel Server does not include the executable for this compression application, then install it:
   1. On the computer where you installed the Siebel Server, navigate to a directory where you can install a compression utility.
   2. Install the 7z.exe executable file.
3. Configure Siebel CRM to unzip a batch file:
   1. Open Siebel Tools, and then display the Business Service User Property object type.

      For more information, see Displaying Object Types in Siebel Tools.

   2. In the Object Explorer, click Business Service.
   3. In the Business Services list, query the Name property for PIM Zip Util Service.
   4. In the Object Explorer, expand the Business Service tree, and then click Business Service User Prop.

      The records that Siebel Tools displays in the Business Service User Props list are predefined unzip commands that you can use to unzip a batch file. Siebel Tools only compiles the record with Unzip Command in the name property. Each record supports a different compression application. The default Unzip Command works for Unix. Do one of the following:

      • If you use Unix, then you can use the default record. Proceed to Step i.
      • If you do not use Unix, then proceed to Step e.
   5. In the Business Service User Props list, locate the command described in the following table.

      Name	Value
      Unzip Command	Unzip -o ${IN} -d ${OUT}

   6. Change the value in the Name property to Unzip Command Bak4.
   7. In the Business Service User Props list, locate the command to unzip a 7z.exe file using values from the following table.

      Name	Value
      Unzip Command 1	"C:\Program Files\7-zip\7z.exe" x ${IN} -o${OUT} -y

      This example uses the 7-Zip compression application. Note the following:

      • To locate the command for a different compression application, examine all commands in the Business Service User Props list.
      • If you cannot locate a command for the compression application you use, then you must create a new business service user property specifically for the application you use.
      • Do not change any values in the command, such as IN or OUT. Siebel CRM automatically enters information in these placeholders.
      • Do not delete any other command that Siebel Tools displays in this list. Siebel CRM only uses the command that includes Unzip Command in the Name property.
   8. Set the Name property of the command you located in Step g to Unzip Command.
   9. If necessary, modify the path in the Value property.

      This path must identify the location of the executable for the compression application. If this path includes a space character ( ), then you must enclose the entire path with double quotation marks.

   10. Compile your changes.
4. Import the metadata files:
   1. With administrator privileges, log in to Siebel Sales Enterprise through a Siebel Web Client that is connected to the Siebel Server.
   2. Navigate to the Administration - CRM Desktop screen, and then the Metadata Files view.
   3. Click Import.
   4. In the dialog box, click Browse, locate the compressed file that you created in Step 1, and then click OK.

      Siebel CRM extracts the metadata files. If you ever upgrade Siebel CRM Desktop, then repeat Step c and Step d.