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Storing Siebel Object Types in Microsoft Outlook Storage

The predefined customization package stores some Siebel object types in the local CRM Desktop database instead of storing them in Outlook storage in a .pst or .ost file. This topic describes how to configure CRM Desktop to store all Siebel object types in native Outlook storage and to store no objects in the local CRM Desktop database. For more information, see How Siebel CRM Desktop Stores Siebel CRM Data.

To store Siebel object types in Microsoft Outlook storage

1. Describe the structure of the object and then create mappings between fields, lists, and so on.

   For details on how to do this, see Creating the Custom Object. This topic describes how to define object types in the type element in the siebel_basic_mapping.xml file instead of in the database element. CRM Desktop stores an object type in the local CRM Desktop database only if the database element defines this object type.

2. Repeat Step 1 for each object type that CRM Desktop must store in Outlook storage.
3. Administer the metadata files.