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Preparing the Development Environment

This topic describes how to prepare your development environment so that you can modify the customization package. The customization package includes DXL (Domino XML) files, which are files that include Domino data expressed as XML code. It is strongly recommend that you use IBM Domino Designer to edit DXL files, although you can edit them manually. Modifying the package DXL files consists of importing the DXL into the IBM Notes database and modifying the design elements with Domino Designer, and then exporting the DXL files. To automate the DXL import and export procedures, the utility notes application, CRM Dev Utils (CRMDevUtils.nsf), is provided. The CRM Dev Utils application may be located on the CRM Desktop server or in local IBM Notes data directory.

For more information, see About the Customization Package and the documentation about IBM Domino at the IBM developerWorks web site.

Preparing the development environment

1. Locate the customization package and tools folder on your computer.
2. Create a new customization project folder on your computer.
3. Create a new package subfolder within the project folder.
4. Copy the tools folder from Siebel CRM Desktop v.3.2 to your project folder.
5. Extract the package.zip from Siebel CRM Desktop v.3.2 to the package subfolder of your project folder.
6. Install IBM Notes version 8.5.3 or version 9 and IBM Domino Designer version 8.5.3 or version 9 on your development computer.
7. Open the IBM Notes client.
8. Create a new database on your local machine.
   1. Press Ctrl+N in the IBM Notes client.
   2. Enter the title and file name.
   3. Select Personal Address Book from the list of templates.
9. Create another new database on your local machine.
   1. Enter the title and file name.
   2. Select Mail from the list of templates.
10. Navigate to the tools folder and open the CRMDDevUtils.nsf file in the IBM Notes client.
11. Open the CRM Projects view in the CRM Dev Utils application.
12. Click the New CRM Project button on the action toolbar to open a new Project form.
13. Complete the Project form fields:
    1. In the Project Name field, enter a descriptive name of the project.
    2. In the Tools Path field, enter the full path to the tools folder.
14. Save and close the Project form.
15. Select the project document in the CRM Projects view.
16. Click the New crmConfig button on the action toolbar to open a new configuration form.
17. Fill in Configuration form fields:
    1. In the Config Name field, enter a descriptive name for the configuration.
    2. In the Package Path field, enter the full path to the package folder.
    3. For the Config File Path field, select the export_import_config.xml file from tools folder by clicking on accompanying button.
    4. For the Import order field, enter the numeric value to define the order in which configuration should be imported. This parameter is important if a project contains several configurations. This field can contain a null value.
18. Save and close the Configuration form.
19. Open the CRM Connections view in the CRM Dev Utils application.
20. Click the New crmConnection button on the action toolbar to open a new Connection form.
21. Fill in Connection form fields:
    1. In the Project Name field, select your previously created project.
    2. In the DB ID field, select PAB as the target database type.
    3. In the Path to DB field, click on accompanying button and select the Personal Address Book database from the project folder.
22. Save and close the Connection form.
23. Repeat Step 20-Step 22 to create the Mail database. For the DB ID field, enter mail.

Importing DXL files

Follow the procedures in this topic to import DXL files to your development environment.

Importing DXL files

1. Open the IBM Notes Client.
2. Open the CRM Dev Utils application in IBM Notes client.
3. Open the CRM Projects view in the CRM Dev Utils application.
4. Select the project document for which the .dxl files should be imported.
5. Click the Import button on the action toolbar.
6. Click Yes in the confirmation dialog window.
7. Open the correspondent PAB and Mail databases in the IBM Domino Designer and verify that all Siebel CRM Desktop design elements were successfully imported.

Exporting to DXL files

After you import DXL files and modify custom design element, you must export the design elements from the PAB and Mail databases to DXL files.

Exporting to DXL files

1. Open the IBM Notes Client.
2. Open the CRM Dev Utils application in the IBM Notes client.
3. Navigate to the CRM Projects view in the CRM Dev Utils application.
4. Select the project document for which design elements should be exported.
5. Click the Export button on the action toolbar.
6. Click Yes in the confirmation dialog window.
7. Open the project package folder and verify that the .dxl file is modified.
8. Upload and publish the package on the Siebel server for further verification. For more information, see Creating and Publishing the Customization Package.