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Administering Metadata Files

This task is a step in Process of Preparing the Siebel Server.

This topic describes how to administer predefined metadata files for Siebel CRM Desktop version 3.2and later. The client uses these files to determine the data to synchronize and the validation rules to apply.

To administer metadata files

1. Create a .zip file that includes the following files:
   • Every file listed in Metadata File Types.
   • Every language file that your implementation requires. If Siebel CRM Desktop must support a language other than English, then you must add the required language file. For example, the Ln_package_res.jp_JP.xml file. For more information, see Metadata File Types That Support Languages.

     Make sure every file in this .zip file is in the root directory in the zip file. This zip file must not contain a subdirectory.

2. With administrator privileges, log in to Siebel Sales Enterprise through a Siebel Web Client that is connected to the Siebel Server.
3. Navigate to the Administration - CRM Desktop screen and then the Metadata Files view.
4. In the Metadata Files list, click New.
5. In the Type list, choose IBM Notes Package.
6. In the File Name field, locate the file you created in Step 1.
7. Click Menu and then click Save Record.