Siebel CRM Desktop for IBM Notes Administration Guide > Installing Siebel CRM Desktop > Process of Preparing the Siebel Server >

Creating and Publishing the Customization Package

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

You create a relationship between a responsibility and a customization package that determines the information that is available to the user. You can publish a package when CRM Desktop finishes the updates and it is ready to download this package to the client. Publishing makes a package read only so that you cannot make any more modifications on the package. For more information, see Relationships Between Users, Responsibilities, Customization Packages, and Metadata Files.

To create and publish the customization package

1. Navigate to the Administration - CRM Desktop screen, and then the Packages view.
2. Create a new customization package, using values from the following table.

   Field	Value
   Package Name	Enter any value. It is recommended that you use a name that describes the purpose of the package configuration. For example, EMEA Sales Rep, or Field Sales Rep.
   Responsibility	Choose the responsibility that is appropriate for the group of users that CRM Desktop uses with the package. Do not assign a user to more than one package. It is recommended that you maintain a separate set of CRM Desktop responsibilities where you can control the user assignment. This configuration helps to prevent creating relationships between a user and more than one responsibility and more than one package. If necessary, before you do this step, you can create a new responsibility and then assign specific users to this responsibility. For more information, see Guidelines for Assigning Responsibilities to Customization Packages.

3. In the Metadata Files list, click Add, locate the .zip file that you added in Step 1, and then click OK.
4. In the Packages list, click the link in the Package Name field for the customization package you created in Step 2.
5. In the Package Details form, click Publish.

   Siebel CRM changes the Status field of the Package Details form to Published.

For more information about how CRM Desktop uses a customization package, see Relationships Between Users, Responsibilities, Customization Packages, and Metadata Files.

Guidelines for Assigning Responsibilities to Customization Packages

If you develop a customization package, then you must make sure that you assign the user to only one customization package. Note the following guidelines:

• You must assign only one responsibility to a customization package.
• You must not assign more than one responsibility to a customization package.
• You can assign multiple responsibilities to a user but you can create a relationship between only one of these responsibilities with an active customization package.
• Make sure the responsibility and customization package that Siebel CRM Desktop assigns to the user is unique. For example, if CRM Desktop assigns two different responsibilities and two different customization packages to the same user, then a conflict might occur and your customizations might fail.

Republishing Customization Packages

If you change a metadata file, then you must republish the customization package that references this file. Siebel CRM Desktop downloads the changed metadata files as new metadata file records in the package.

To republish a customization package, it is recommended that you unpublish the old package and then create a new package. This allows you to make sure the new package works as expected. If necessary, you can adjust the new package until it works correctly. To revert to the old package, you can unpublish the new package and then publish the old package.

To republish a customization package

1. Unpublish the old customization package:
   1. With administrator privileges, log in to a Siebel CRM client that is connected to the Siebel Server.
   2. Navigate to the Administration - CRM Desktop screen and then the Packages view.
   3. Query the Package Name field of the Packages list for the package you must republish.
   4. In the Packages list, click the link in the Package Name field.
   5. In the Package Details form, click Unpublish.
   6. Make sure Siebel CRM changes the Status field of the Package Details form to Unpublished.
2. Create and publish a new customization package.

   For more information, see Creating and Publishing the Customization Package.