Siebel CRM Desktop for Microsoft Outlook Administration Guide > Installing Siebel CRM Desktop > Process of Installing the CRM Desktop Add-In >

Installing the CRM Desktop Add-In

This topic describes how to manually install the CRM Desktop add-in.

To install the CRM Desktop add-in

1. Make sure requirements for the operating system are met.

   The CRMDesktop.msi installation package validates the operating system version and the Outlook version that is currently installed on the client computer. For more information, see Preparing the Implementation Environment for Siebel CRM Desktop.

2. Make sure Outlook is installed on the client computer and configured for use.

   If it is not, then an error occurs and CRM Desktop ends the installation.

3. Make sure you possess rights on the client computer so that you can run the executable file that CRM Desktop provides in the installation package.
4. Manually copy the CRMDesktop.msi file to the client computer.

   To use third-party deployment software to deploy the CRMDesktop.msi file to multiple users, see Installing Siebel CRM Desktop in the Background.

5. Locate the CRMDesktop.msi installation package on the client computer.

   The following directory is a typical location:

   C:\Documents And Settings\username\Desktop

6. Run the CRMDesktop.msi installer.
7. In the Welcome dialog box, click Next.
8. In the Customer Information dialog box, enter the user name and the organization.
9. Choose to install the add-in for one of the following, and then click Next:
   • Anyone Who Uses This Computer. Any user who logs on to this computer can use the CRM Desktop add-in.
   • Only For Me. Only the user who is logged on to the computer when CRM Desktop installs the CRM Desktop add-in can use this add-in.
10. In the Destination Folder dialog box, specify the folder where the installer must install CRM Desktop.

    You can specify any directory. For more information, see Setting the Installation Directory of the CRM Desktop Add-In.

11. In the Ready to Install the Program dialog box, click Install.

    You can install CRM Desktop for multiple users, so the user who is currently logged in can view the application files that it stores in the following default directory:

    c:\Documents and Settings\username1\Application Data\Oracle

    CRM Desktop stores the files for another user on this computer in the following directory:

    c:\Documents and Settings\username2\Application Data\Oracle

12. In the InstallShield Wizard dialog box, click Finish.

    If you add a check mark to the Launch CRM Desktop check box, then CRM Desktop finishes the installation and then does one of the following depending on if Outlook is open:

    • Outlook is open. Prompts the user to apply the configuration to the current Outlook profile.
    • Outlook is not open. Starts Outlook and then prompts the user to apply the configuration to a profile that the user chooses.

      CRM Desktop displays a dialog box. For more information, see How Siebel CRM Desktop Installs the Siebel CRM Desktop Profile.

      If you do not add a check mark to the Launch CRM Desktop check box, then CRM Desktop finishes the installation and then does one of the following depending on if Outlook is open:

    • Outlook is open. To start CRM Desktop, you can choose the Start menu in Microsoft Windows, choose All Programs, Oracle, and then click Launch CRM Desktop.
    • Outlook is not open. CRM Desktop opens the first time you open Outlook after the installation finishes.

      CRM Desktop installs the CRM Desktop add-in the background. The user can use the First Run Assistant to set up this add-in the next time this user accesses Outlook.

NOTE:  The digital signature for the CRM Desktop installers will be signed by Avora Holdings, Inc. instead of Oracle. This is expected behavior and does not indicate a security or other issue.

How Siebel CRM Desktop Installs the Siebel CRM Desktop Profile

Siebel CRM Desktop displays a dialog box that allows the user to apply the CRM Desktop configuration to this Outlook profile. It does this when Outlook runs for first time after you install the CRM Desktop add-in. The user can choose one of the following values:

• Yes. CRM Desktop applies the configuration and then displays the First Run Assistant.
• No. The CRM Desktop add-in closes. The dialog box that allows the user to apply the CRM Desktop configuration displays each time the user starts Outlook until the user chooses to apply this configuration.

  The following choice that you make in Step 9 determines if CRM Desktop applies this behavior:

  • Anyone Who Uses This Computer. This behavior applies to any user who logs on to this computer.
  • Only For Me. This behavior applies only to the user who is logged on to the computer when CRM Desktop installs the CRM Desktop add-in.