Configuring Siebel CRM Composer

To configure Siebel CRM Composer, perform the following tasks:

• "Changing the Timing of Automatic Selection of Changed Field"

• "Setting the Feature for Custom Symbolic Strings"

Changing the Timing of Automatic Selection of Changed Field

When you change a record in Siebel CRM Composer, the Changed field of the record is automatically selected. The timing of this automatic selection is determined by the date and time value that you select in a field in the Composer Options view of the User Preferences screen.

The date and time value in this field automatically defaults to the date and time that you log in to Siebel CRM Composer for the first time. Each user can change this value as needed. If you are not interested in reviewing records that were changed before a certain date and time, then select that date and time in the field in this view. Although records might be changed before this date and time, the Changed field is not selected for these changed records. If you clear this field so that no date and time appears in it, then the field value defaults to the current date and time.

To change the timing of automatic selection of Changed field 

1. Navigate to the User Preferences screen, then the Composer Options view.

2. Select the appropriate date and time value in the following field: Mark as changed all records that have been updated since.

Setting the Feature for Custom Symbolic Strings

You can change the EnableToolsConstrain parameter in the configuration file for Siebel CRM Composer to allow or to not allow users to create custom symbolic strings. By default, users are allowed to create custom symbolic strings. You can temporarily change this parameter to not allow users to create custom symbolic strings, and then later set this parameter back to its default value.

To set the feature for custom symbolic strings 

1. On the Siebel Server computer, navigate to SIEBSRVR_HOME/bin/eng.

   In this directory, SIEBSRVR_HOME is the Siebel Server installation location. (Use the backslash for Microsoft Windows; use the forward slash for UNIX or Linux.)

2. Using an appropriate text editor, such as Notepad on Microsoft Windows, open the swtools.cfg configuration file.

   
   

   Note: When you edit swtools.cfg, do not enter any special characters, such as tabs.

   
   

3. Change the value in the EnableToolsConstrain parameter as follows:

   • Set the parameter to FALSE to allow users to create custom symbolic strings.

   • Set the parameter to TRUE to not allow users to create custom symbolic strings.

4. Save the swtools.cfg file.