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About Using Outlook Add-In with the Mobile Web Client

Although the Siebel Mobile Web Client uses a local database and file system, and Outlook Add-in only downloads data from a server EAI object manager, and synchronization only runs on the server, not against the Siebel Mobile Web Client database, you can still use Outlook Add-In with the Mobile Web Client.

The following capabilities are available with Outlook Add-In even when your computer is not connected to a network:

• If the Siebel Mobile Web Client is running, you can use Siebel links to navigate from Microsoft Outlook to a Siebel record in the local database.
• You can create or modify Siebel links in Microsoft Outlook, whether Outlook is running in offline mode or connected to the Microsoft Exchange Server, provided that the Siebel records involved are already present in the desktop cache.

  The desktop cache is refreshed only when the computer is connected to the Enterprise or Regional Siebel database. For this reason, records that are created in the local Siebel database are not present in the desktop cache until after the local database has been synchronized with the Enterprise or Regional database, and the desktop cache has been refreshed. A background process checks once a minute to determine whether the computer is connected to the Enterprise or Regional Siebel database and whether the refresh interval has passed. If both these conditions are met, the cache is updated automatically. For information about setting the cache refresh interval, see Setting the Cache Refresh Interval.

• If you create items such as Siebel links in Microsoft Outlook while working offline, those items are cached in an .OST file. The next time you synchronize your offline Microsoft Outlook folders with your Microsoft Exchange Server folders, either automatically or manually, Outlook copies your cached items to the Exchange Server.
• If you create an association by means of a Siebel link in Microsoft Outlook (for example, if you link an Outlook contact to a particular Siebel account in your local database), the association is not visible in the Siebel Mobile Web Client until both of the following events have taken place:
  • The data in Microsoft Outlook reaches the Microsoft Exchange Server and is synchronized with the Siebel database by SSSE.
  • The local Siebel database is synchronized with the Enterprise or Regional database

    For an example of a Siebel account being associated with a Microsoft Outlook contact record, after these two synchronizations have taken place, the account name appears in the contact record regardless of whether you are using the local database or the Enterprise or Regional database.

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About Using Siebel Outlook Add-In