Siebel Email Administration Guide > Managing Email, Fax, and Other Communications Products > Process of Configuring Third-Party Email Integrations >

Creating and Configuring the Attachments Directory

If you configure the Send Email command to generate activity records, then when a Siebel user sends an email message using Lotus Notes or Microsoft Outlook, email attachment files are used to create attachment records for the activity record. You must define a temporary storage directory to facilitate transferring attachments in this manner.

When the email message is sent, the email form invokes a script that invokes a Siebel business service method that transfers the files from this attachments directory to the Siebel Server and deletes the files from this directory. For more information about activity records and email, see Creating Activities for Send Commands and Specifying Preferences for Outbound Communications.

The attachments directory is typically located on the Siebel Server computer. For users on the Siebel Mobile Web Client who use Lotus Notes or Microsoft Outlook for the Send Email command when disconnected from the network, an attachments directory on each local client must be specified.

The attachments directory must be accessible from each Microsoft Windows computer where the Siebel client might run. Configure access to this directory as follows:

  • For all Siebel users on applicable client computers, provide write access. Do not provide read and execute access.
  • For the system user login that starts the Siebel Server, provide read and execute access.

You later specify the attachments directory you configure in this topic for use for all users or for individual users. For more information, see Overview of Completing Configuration for Email Client.

Next, install the Siebel email form for Lotus Notes or Microsoft Outlook.

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