Siebel CRM Desktop for IBM Notes Administration Guide > Installing Siebel CRM Desktop > Process of Installing the CRM Desktop Add-In >

Preparing Your Environment for Installation

This task is a step in Process of Installing the CRM Desktop Add-In.

This topic describes how to make sure you configure the network and infrastructure to successfully install and start the CRM Desktop add-in.

To prepare your environment for installation

1. Choose your deployment software and review the conditions that apply for the installation.

   For more information, see Overview of Installing the CRM Desktop Add-In.

2. Configure access permissions so that you can successfully install CRM Desktop.

   For more information, see Configuring Access Permissions So That You Can Successfully Install CRM Desktop.

3. Make sure a direct connection to the Siebel Server is available.

   CRM Desktop uses information from one of the following sources to connect to EAI (Enterprise Application Integration):

   • Parameters during installation. This configuration is appropriate if you install CRM Desktop in the background. For more information, see Setting the URL for the Siebel Server.
   • Connection settings dialog box. This configuration is appropriate if you install CRM Desktop manually. For more information, see Customizing How First Run Assistant Uses the Customization Package.
4. Make sure the EAI object manager on the Siebel Server is enabled and online.
5. Make sure only a single Position is defined for the user account.

   The user cannot use IBM Notes to change the position. It is recommended that you use only a single Position for a given user account.

6. Make sure the customization package for the user position is published for only one of the user responsibilities.
7. Verify that the email address you use in the IBM Notes account in the location where you install CRM Desktop is the same as the email address for this employee record on the Siebel Server.
8. Make sure you uploaded and published the customization package on the Siebel Server.

   For more information, see About the Customization Package.

9. Make sure the number of records for each type of Siebel object, such as accounts, is limited to an amount that the local Personal Address Book and Mail database can accommodate.

   This amount depends on the following items:

   • Size of the IBM Notes folder
   • The IBM Notes version
   • Where CRM Desktop stores the databases
   • Connectivity
   • Hard disk space on the client and on the computer
   • Capabilities of the client computer
   • And so on

     It is recommended that you test these amounts in a test environment before you deploy CRM Desktop to all users. For more information, see Controlling the Number of Records That Synchronize.

Configuring Access Permissions So That You Can Successfully Install CRM Desktop

IBM Notes uses access permissions that allow the user to interact with the following items:

• Data. For example, email messages and contact records.
• Elements. For example, a field in the Email form or the Contact form. IBM Notes uses these elements to display data. You can use IBM Domino Designer to configure them.

You can configure IBM Notes to store the Mail database in the following locations. These locations can determine the access level that the user possesses to data and elements:

• Client. This Mail database might use POP3 or SMTP, so the user possesses administrator privileges to it.
• Domino Server. You can limit access to the Mail database according to the following roles:
  • Administrator. User can interact with all elements. It is the highest level of user access.
  • Designer. User can modify elements.
  • Contributor. User can modify data. User can read but not modify elements. For example, the user can view and delete email data but cannot modify the Email form.
  • Editor. The user can edit some data entries but cannot delete them. The user can only view elements.
  • Reader. The user can only view data from the Mail database.

It is important that you configure your environment so the user can access the data and elements that they must interact with. For example, assume the following occurs:

• You configure CRM Desktop to store the Mail database on the Domino Server.
• You configure CRM Desktop to include a new, custom field on the Email form.
• A user who possesses the Reader, Contributor, or Editor access permission installs CRM Desktop. In this situation, the user cannot add the new, custom field to the Email form. If this user attempts to connect to the Mail database, then CRM Desktop displays an IBM Notes security error message.

Configuring Siebel CRM Desktop To Store Data and Elements

You must not configure CRM Desktop to store all elements only in the Personal Address Book or only in the Mail database. For example, CRM Desktop stores the Account form and the Opportunity form in the database that the Personal Address Book uses, and it stores the email form that displays email messages in the Mail database. It also stores email messages in the Mail database. You can configure CRM Desktop to store these items in various locations. For more information, see How Siebel CRM Desktop Stores Siebel CRM Data.