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Oracle CRM On Demand Desktop Administration Guide > Installing Oracle CRM On Demand Desktop > Third Party Options for Installing and Configuring Oracle CRM On Demand Desktop >

Customizing the CRM On Demand Desktop Assistant

The CRM On Demand Desktop Assistant is a wizard that guides you through the initial setup of the Oracle CRM On Demand Desktop. The first time you start Microsoft Outlook after installing Oracle CRM On Demand Desktop, Oracle CRM On Demand Desktop starts the CRM On Demand Desktop Assistant. After you finish using the assistant, you can begin using Microsoft Outlook.

At each step, the CRM On Demand Desktop Assistant displays a dialog box where you can specify certain settings. This topic describes how you can customize the behavior of some of these dialog boxes. For more information, see How Oracle CRM On Demand Desktop Synchronizes Data.

Customizing How CRM On Demand Desktop Assistant Uses the Customization Package

Table 6 describes administrative setup work you can perform to customize how CRM On Demand Desktop Assistant registers and obtains the customization package. It lists work items in the order in which the user performs them while using the assistant. A row that does not include administrative work indicates that there is no administrative work that you can perform. In order for the assistant to start, the user must first install Oracle CRM On Demand Desktop. For more information, see Installing Oracle CRM On Demand Desktop.

Table 6. Administrative Work to Customize How CRM On Demand Desktop Assistant Uses the Customization Package
Administrative Work
Description
For More Information

You can administer some settings for the Connection tab of the CRM Desktop-Options dialog box.

CRM On Demand Desktop Assistant checks the connection settings. If a connection is established, then the assistant continues.

If a connection cannot be established, then the assistant displays the Oracle CRM On Demand Desktop-Options dialog box with the Connection tab active.

The Use Internet Explorer Settings for Proxy-Server option is chosen by default.

The Manual Proxy-Server Configuration option provides the user with a way to specify a proxy server. If your organization uses a proxy server, then you must provide the user with the required information. The user must enter the following information:

  • The host name for the proxy server in the Server window
  • The port number in the window that displays immediately to the right of the Server window

The proxy server requires a separate host name and a port number.

For more information on customizing the Connection tab, see Controlling the Connection Tab.

None

After a network connection is established, CRM On Demand Desktop Assistant displays the Oracle CRM On Demand Desktop-Login dialog box. The user enters the user name and password in the dialog box. The user name must be the User ID of the user record in the Oracle CRM On Demand database.

The user ID is the same as what is used for Oracle CRM On Demand Web access, for example, WTAKUDA.

The password is the same as the password that the user uses for Oracle CRM On Demand.

For more information on logging into Oracle CRM On Demand, see Oracle CRM On Demand Online Help.

You can change the behavior of the Oracle CRM On Demand Desktop-Login dialog box.

You can hide the Save Password check box that Oracle CRM On Demand Desktop displays in the Oracle CRM On Demand Desktop-Login dialog box and prevent Oracle CRM On Demand Desktop from displaying the Oracle CRM On Demand Desktop-Login dialog box.

For more information, see Changing the Login Dialog Box Behavior, and Modifying the Windows Registry to Change Oracle CRM On Demand Desktop Behavior.

You can set optional parameters to specify the URL of the Oracle CRM On Demand server to which the synchronization engine connects.

CRM On Demand Desktop Assistant automatically enters the URL of Oracle CRM On Demand to the Oracle CRM On Demand server in the Server URL window, for example:

http://server_name/Services/Integration/

You can specify the URL as an installation parameter through an option in the msiexec command line for Windows Installer.

For more information, see Setting the URL for the Oracle CRM On Demand Server.

Changing the Login Dialog Box Behavior

You can change the behavior of the Oracle CRM On Demand Desktop-Login dialog box.

To change behavior of the Oracle CRM On Demand Desktop-Login dialog box

  1. To hide the Save Password check box that Oracle CRM On Demand Desktop displays in the Oracle CRM On Demand Desktop-Login dialog box, set the following Windows Registry setting to 1:

    Connector:HideSavePasswordOption

    If the user clicks Save Password in the Oracle CRM On Demand Desktop-Login dialog box, then Oracle CRM On Demand Desktop saves a copy of the password locally to the client computer. If you suppress the display of the Save Password check box, then the user must enter the password every time the user logs in to Oracle CRM On Demand Desktop.

  2. To prevent Oracle CRM On Demand Desktop from displaying the Oracle CRM On Demand Desktop-Login dialog box, do the following:
    1. Set the following Windows Registry setting to 1:

    SuppressLoginDialog

    1. Define the save_password registry key parameter in the registry editor.
    2. Define the Connector:LoginName registry key parameter in the registry editor.

      If you do not define the save_password parameter, then Oracle CRM On Demand Desktop requires the user to enter the password every time the user opens Microsoft Outlook and then synchronizes.

      For more information, see How Oracle CRM On Demand Desktop Suppresses the Oracle CRM On Demand Desktop-Login Dialog Box.

How Oracle CRM On Demand Desktop Suppresses the Oracle CRM On Demand Desktop-Login Dialog Box

If you suppress the display of the Oracle CRM On Demand Desktop-Login dialog box, then Oracle CRM On Demand Desktop does the following:

  • If the login, password, and URL connection parameters are present in the Windows Registry, and if save_password is present in the Windows Registry and set to 1, then Oracle CRM On Demand Desktop attempts to validate the user credentials on the Oracle CRM On Demand server.
  • If the Oracle CRM On Demand server returns an error for this login, then Oracle CRM On Demand Desktop displays the Oracle CRM On Demand Desktop-Login dialog box and allows the user to attempt to log in or to cancel the login. The Oracle CRM On Demand server returns an error if it cannot validate the login credentials.
  • If a connection parameter is not present in the Windows Registry, or if save_password is not present in the Windows Registry or is set to 0, then the Oracle CRM On Demand server returns a Credentials Verification Failed error. After this error, a Windows message appears in the bottom-right corner of screen. The Oracle CRM On Demand Desktop-Login dialog box is not displayed.

Customizing How CRM On Demand Desktop Assistant Performs the Initial Synchronization

After Oracle CRM On Demand Desktop installs the data structure, the second part of CRM On Demand Desktop Assistant is displayed, which prompts the user to set preferences and run the first synchronization session that downloads Oracle CRM On Demand records to Microsoft Outlook. Table 7 describes the administrative setup work that you can perform to customize how the assistant performs this initial synchronization. It lists the work items in the order in which the user performs them while the user runs the assistant.

Table 7. Administrative Work to Customize How Oracle CRM On Demand Desktop Performs the Initial Synchronization
Step
Description
Administrative Work

1

After CRM On Demand Desktop Assistant installs the folder structure, it presents the following choices in the Filter Records tab of the Synchronization Control Panel dialog box:

  • Leave the filters at their default settings.
  • Choose a filter from the predefined filter that Oracle CRM On Demand Desktop uses with Oracle CRM On Demand Desktop.
  • Specify filter settings.

    The user can also specify the synchronization frequency and other settings that Oracle CRM On Demand Desktop uses.

As an option, you can specify the filter settings for every user and use them when you install Oracle CRM On Demand Desktop. This option allows you customize which filters and other settings that Oracle CRM On Demand Desktop displays.

You can specify the filter settings for every user and use them when you install Oracle CRM On Demand Desktop. This option allows you customize which filters and other settings that Oracle CRM On Demand Desktop displays. For more information, see Controlling the Object Types That Oracle CRM On Demand Desktop Displays in the Filter Records Tab.

2

The CRM On Demand Desktop Assistant displays the Synchronization tab of the Oracle CRM On Demand Desktop-Options dialog box where the user can set the synchronization schedule. By default, Oracle CRM On Demand Desktop does the following:

  • Enters a check mark in the Schedule for the Automatic Synchronization Interval check box
  • Enters a check mark in the Show Progress During Automatic Synchronization check box
  • Sets the frequency slide bar to Once an Day

For more information, see Controlling the Confirm Synchronization Tab.

3

The CRM On Demand Desktop Assistant displays the Advanced tab of the Oracle CRM On Demand Desktop-Options dialog box, where the user can share with Oracle CRM On Demand Desktop any new native Microsoft Outlook appointments, contacts or tasks that the user creates in Microsoft Outlook. By default, Oracle CRM On Demand Desktop includes a check mark in the Appointments, Contacts, Tasks check box.

You cannot administer the settings of the advanced preferences tab.

4

The CRM On Demand Desktop Assistant displays the Oracle CRM On Demand Desktop dialog box.

If SharedByDefault:NewItems registry key is set to 1, then new Microsoft Outlook items (Appointments, Task, Contacts) will be shared by default.

If SharedByDefault:NewItems registry key is set to 0, then the items will be unshared by default.

For more information, see How Oracle CRM On Demand Desktop Converts Contacts.

After the user finishes specifying the configuration settings, Oracle CRM On Demand Desktop automatically starts the synchronization and adds content to the Oracle CRM On Demand folders. This content depends on the choices the user specifies in the CRM On Demand Desktop Assistant. After the synchronization finishes, the user can find the Oracle CRM On Demand data that Oracle CRM On Demand Desktop downloads in the corresponding Oracle CRM On Demand folders. The user can view Oracle CRM On Demand contacts that Oracle CRM On Demand Desktop downloads to the Microsoft Outlook Contacts folders. Contacts that existed in Microsoft Outlook before you installed Oracle CRM On Demand Desktop are not automatically shared with Oracle CRM On Demand Desktop. The user can use icons or group contacts to separate them from the Oracle CRM On Demand contacts according to the Shared and Not Shared attribute.

How Oracle CRM On Demand Desktop Converts Contacts

During the CRM On Demand Desktop Assistant, the following confirmation message is displayed:

Should the Oracle CRM On Demand Desktop installation process convert existing Microsoft Outlook contacts to unshared business contacts?

Depending on the option you select, the following happens:

  • If you select Yes. Oracle CRM On Demand Desktop converts native Microsoft Outlook contacts to Oracle CRM On Demand contacts, and the user can share these Microsoft Outlook contacts with Oracle CRM On Demand. Oracle CRM On Demand Desktop does not automatically share contacts. The user must manually choose to share each contact.
  • If you select No. The contacts remain as native Microsoft Outlook contacts. After the CRM On Demand Desktop Assistant finishes, the user can use the Actions menu to convert native contacts to Oracle CRM On Demand contacts in an unshared state, and then manually share the contacts with Oracle CRM On Demand Desktop. If the user does not convert these contacts, then the user can share the existing Microsoft Outlook contacts with Oracle CRM On Demand Desktop at a later stage.

How Oracle CRM On Demand Desktop Handles Duplicate Contacts

During initial synchronization, Oracle CRM On Demand Desktop determines whether the user's private, pre-existing Microsoft Outlook contacts are the same as downloaded contacts from Oracle CRM On Demand. If a Microsoft Outlook contact has the same first name, last name, and email address as any contact downloaded from Oracle CRM On Demand, then these contacts are considered duplicates, and you can resolve this conflict. For more information on how Oracle CRM On Demand supports deduplication, see How Oracle CRM On Demand Desktop Handles a Conflict During Synchronization.

To locate and merge duplicate contacts

  1. In the left pane of Microsoft Outlook, select the Contacts folder.
  2. In the Contacts window, click the Manage Contact Duplicates button.

    The Manage Contact Duplicates window appears. The left pane of the Manage Contact Duplicates window lists the duplicate contacts. The right pane shows values of Microsoft Outlook and Oracle CRM On Demand attribute values. Attribute values marked with a green check mark are identical, while those that are marked with a red cross are different.

    NOTE:  If a contact has several matching duplicate contacts in Oracle CRM On Demand, then this contact cannot be merged.

  3. Select a contact from the left CRM On Demand Contact pane, then click Compare and Merge.

    This opens the Resolve Duplicate window.

  4. To merge duplicate contacts, do one of the following:
    • Select a contact attribute value in the left Outlook pane, and click the right arrow icon to merge that value with the Oracle CRM On Demand attribute value.
    • Click the move all icon to merge all contact values in the Outlook pane with the Oracle CRM On Demand attribute.
  5. Click Merge and Next to merge all values and to switch to the next set of duplicate contacts.
  6. (Optional) If you want keep a CRM On Demand contact, and if you do not want to merge it with a Microsoft Outlook contact, then click Next Contact to skip to the next duplicate contacts.
  7. Repeat Step 4 and Step 5 until you have merged all the required contacts.
  8. Click Close.

To merge duplicates automatically

  1. In the left pane of Microsoft Outlook, select the Contacts folder.
  2. In the Contacts window, click the Manage Contact Duplicates button.

    The Manage Contact Duplicates window appears. The left pane of the Manage Contact Duplicates window lists the duplicate contacts. The right pane shows values of Microsoft Outlook and Oracle CRM On Demand attribute values. Attribute values marked with a green check mark are identical, while those that are marked with a red cross are different.

  3. Click Auto-Merge, then click OK to confirm.
    
Oracle CRM On Demand Desktop Administration Guide, Version 5.1, Rev A Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.