Siebel Server Sync Guide > Setting Up and Using Siebel Outlook Add-In > Process of Setting Up Siebel Outlook Add-In >

(Optional) Setting Siebel Outlook Add-In Objects and Fields

This topic describes the information that Outlook Add-In ordinarily makes available. If your Siebel implementation does not require all of that information, you can use the instructions in this topic to have Outlook Add-In omit the information that your users do not require. You can also adjust the order in which Outlook Add-In supplies information from the relevant Siebel fields. For information on adding additional Siebel objects to those that Outlook Add-In provides, see Process of Configuring Custom Objects in Siebel Outlook Add-In.

This task is an optional step in Process of Setting Up Siebel Outlook Add-In.

Table 44 lists the Siebel objects and fields that Siebel Outlook Add-In makes available from Microsoft Outlook. Outlook Add-In lets you link to Siebel records that have any of the listed Siebel Object types. The data that is contained in the listed Siebel Object Fields is the data that is visible in Siebel Outlook Add-In controls.

The following procedure describes how to set the Siebel Objects, Siebel Object fields, and field order that Outlook Add-In uses when supplying Siebel data.

To set Siebel Objects and Siebel Object Fields that Outlook Add-In makes available

1. Log in to your Siebel application as the administrator.
2. Navigate to the Administration - PIM Server Integration screen, then the Siebel Objects view.
3. In the PIMCI Siebel Object list, select any object that you do not want Outlook Add-In to make available, and then click Delete.

   Repeat this step until the list displays just the objects that you want Outlook Add-In to make available.

4. In the PIMCI Siebel Object list, select any object for which you want to adjust field settings.
5. In the Siebel Object Fields list, select the record for any field that you do not want Outlook Add-In to display in its controls, and then click Delete.

   NOTE:  Do not delete the Id or Key fields.

   Repeat this step until the list displays just the fields that you want Outlook Add-In to display in its controls.

6. In the Siebel Object Fields list, inspect the Field Sequence values for the remaining fields, and enter new values as required to produce the desired sequence.

   NOTE:  Field sequence values must be unique. To avoid error messages, enter only values that are not currently assigned to other fields.