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Using the Metadata to Control Siebel CRM Desktop

You can use the metadata to control Siebel CRM Desktop. For example, you can set limits for the following items:

• Length of a repeating Calendar event
• Size of a file attachment
• Visibility of an object

The files that this topic describes are part of the customization package. You can use any editor that supports editing in JavaScript or XML, such as Notepad, to modify one of these files.

To use the metadata to control Siebel CRM Desktop

1. Set the maximum number of days, weeks, months, or years that CRM Desktop creates for a repeating Calendar event that does not match a Siebel CRM repeating pattern. You modify the recurrence_processing.js file. Use values from the following table.

   Variable with Default Value	Description
   var daily_max_length = 12	Sets the maximum number of months that CRM Desktop uses when it creates a repeating Calendar event. This Calendar event occurs daily.
   var weekly_max_length = 12	Sets the maximum number of months that CRM Desktop uses when it creates a repeating Calendar event. This Calendar event occurs weekly.
   var monthly_max_length = 24	Sets the maximum number of months that CRM Desktop uses when it creates a repeating Calendar event. This Calendar event occurs monthly.
   var yearly_max_length = 60	Sets the maximum number of months that CRM Desktop uses when it creates a repeating Calendar event. This Calendar event occurs yearly.

2. Set limits. You modify the business_logics.js file. Use values from the following table.

   Variable with Default Value	Description
   var max_attach_file_size = 5	Sets the maximum size in megabytes of an attachment file in Outlook.
   var action_selection_limit = 30	Sets the maximum number of items that CRM Desktop can process if the user runs a toolbar command. For example, if you set var action_selection_limit to 30, then the user can choose only 30 records in Outlook, and then use the toolbar in Outlook to run a command. An example command is Email to Contacts. You can modify this limit to avoid undesirable performance.

3. Edit the siebel_meta_info.xml file, using values from the following table. For more information, see Customizing Meta Information.

   Variable	Description
   max_commands_per_batch	Sets the maximum number of commands for each batch. For more information, seeCommon Settings Tag of the Siebel Meta Information File.
   max_ids_per_command	Sets the maximum number of object IDs. For more information, see Common Settings Tag of the Siebel Meta Information File.
   open_with_url_tmpl	Sets a template for the code that CRM Desktop uses to create a URL to open the Siebel Web Client. For more information, see Setting the URL That Siebel CRM Desktop Uses to Open the Siebel Web Client.
   ViewMode	Sets the visibility of an object. You can use one of the following values: Sales Rep Personal Organization All For example, ViewMode = Sales Rep. The value you set is specific to each object. In general, you set ViewMode to Sales Rep for an object that a position determines. Examples of an object that a position determines include a contact, account, or opportunity. For more information, see Controlling the View Mode During Synchronization According to Object Type.

Setting the URL That Siebel CRM Desktop Uses to Open the Siebel Web Client

You can specify the URL that Siebel CRM Desktop uses to open the Siebel Web Client when the user clicks the Siebel icon on the CRM Desktop toolbar. The user can navigate to the Siebel Web Client from the context of a record in Outlook to examine more details about the record. This feature is useful if the user must do work that requires data from the Siebel Web Client that is not available in Outlook. CRM Desktop does the following work:

• If the user clicks the Siebel icon on the CRM Desktop toolbar, or if the user clicks the Siebel icon on the Extension Bar of the form, then CRM Desktop opens a new browser window for the Siebel Web Client. Siebel CRM Desktop displays the detail form of the record that is currently chosen in Outlook. For example, a contact, an opportunity, or an account. The Siebel URL that you specify determines the browser window that CRM Desktop opens.
• If the user clicks the record but the record does not reside on the Siebel Server, or if the user does not possess visibility to this record, then CRM Desktop displays a message that is similar to This Record is Not Found in Siebel. This situation can occur if the user creates the record in Outlook but the record is not synchronized to the server.
• Does not display the button if the user chooses a contact that is not shared in Outlook.
• Does not display the button if the user chooses a native Outlook contact in Outlook.
• Displays an error message in the Siebel Web Client if the user does not possess direct visibility to the record. The user responsibility determines this visibility.

For more information, see Customizing Meta Information. For more information about templates, see the information about the open_with_url_tmpl variable in Using the Metadata to Control Siebel CRM Desktop.

To set the URL that Siebel CRM Desktop uses to open the Siebel Web Client

1. Use an XML editor to open the siebel_meta_info.xml file.

   For more information, see Files That the Customization Package Contains.

2. Locate the definition of the object type for the TypeId attribute of the object tag.

   Examples of these object types include account, contact, opportunity, activity, and so on.

3. Modify and then insert the open_with_url_tmpl tag in the object element of the object type that CRM Desktop must open in the Siebel Web Client.

   For more information, see Open With URL Template Tag of the Siebel Meta Information File

4. Repeat Step 1 and Step 3 for each type of object that CRM Desktop must open in the Siebel Web Client.