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Overview of Installing Oracle CRM On Demand Desktop

An installation package is a package that is composed of a Windows Installer (EXE) file.

Oracle CRM On Demand Desktop is pre-packaged with SSO, which is embedded into the Oracle CRM On Demand Desktop .EXE file. For more information on Oracle CRM On Demand Desktop SSO, see Administering Single Sign-On.

When you obtain the installer from the Oracle Software Delivery Cloud Web site, the installer is saved as a ZIP file. This ZIP file contains the following files:

  • Installer file. This is the Windows Installer EXE file.
  • Package file. This is a second ZIP file that contains metadata configuration files.
  • Oracle CRM On Demand Desktop Customization Guide (PDF). This guide describes how to customize Oracle CRM On Demand Desktop.
  • Oracle CRM On Demand Desktop Administration Guide (PDF). This guide describes how to install and configure Oracle CRM On Demand Desktop.

You can also make Oracle CRM On Demand Desktop available through third-party, deployment software that you choose. You can use the distribution criteria in these products to distribute software to any group of users, operating systems, domains, workgroups, and so on. Systems Management Server (SMS) from Microsoft is an example of deployment software. A collection is a list of users, computers, workgroups, or domains to which you must distribute the software.

You can use third-party, deployment software to perform an installation in the background or to perform a removal that uses the default installation parameters. With some deployment software, you can specify various installation parameters.

After you complete the installation and the user starts Microsoft Outlook, the CRM On Demand Desktop Assistant is displayed to help the user configure Oracle CRM On Demand Desktop. For more information, see Customizing the CRM On Demand Desktop Assistant.

Oracle CRM On Demand Desktop installation includes support for a flexible single sign-on system. Once Oracle CRM On Demand Desktop is installed, see Administering Single Sign-On, for additional information about configuring single sign-on functionality.

You can use several third-party add-ins with Oracle CRM On Demand Desktop and with Oracle CRM On Demand Desktop Lite. It is recommended that you review which third-party add-ins are supported and unsupported in Add-In Compatibility in Oracle CRM On Demand Desktop.

About Files, File Locations, and Profiles

Oracle CRM On Demand Desktop handles files and profiles according to the following conditions:

  • To store Oracle CRM On Demand data, Oracle CRM On Demand Desktop uses a specific profile and a data folder as the default location for email delivery in the chosen profile. You can use a Microsoft Exchange Mailbox or a PST file as the location of the default email delivery for Microsoft Outlook. For more information, see Changing the Default Mail Delivery Location in the Microsoft Outlook Profile Is Not Supported.
  • During installation, you choose the installation directory where the installer installs Oracle CRM On Demand Desktop. For more information, see Using the Command Line to Set Optional Parameters.
  • If you configure multiple Microsoft Outlook profiles in Microsoft Outlook, then CRM On Demand Desktop Assistant only allows you to select one Microsoft Outlook profile the first time you launch Microsoft Outlook.
  • If you install and then remove the Microsoft Outlook profile, then Oracle CRM On Demand Desktop remains in an installed state and continues to display in the Add and Remove Programs dialog box. In this situation, the user can remove Oracle CRM On Demand Desktop.
  • Oracle CRM On Demand Desktop only support a Microsoft Exchange Server account in cached mode. Oracle CRM On Demand Desktop uses the Microsoft Outlook .OST file to store Oracle CRM On Demand Desktop data. Microsoft Outlook synchronizes the data in the .OST file with the Microsoft Exchange Server according to a schedule. Non-cached mode is not supported by Oracle.
  • If you remove the .PST file from the Microsoft Outlook profile where you install Oracle CRM On Demand Desktop, then you can still remove Oracle CRM On Demand Desktop. For more information, see Changing the Default Mail Delivery Location in the Microsoft Outlook Profile Is Not Supported.
Changing the Default Mail Delivery Location in the Microsoft Outlook Profile Is Not Supported

You must not change the default mail delivery location in the Microsoft Outlook profile where you install Oracle CRM On Demand Desktop.

CAUTION:  If you change the default mail delivery location, then Oracle CRM On Demand Desktop will not function correctly. Changing this location is not supported.

Changes That Oracle CRM On Demand Desktop Makes During an Installation

This topic describes changes that Oracle CRM On Demand Desktop makes during installation to the file system, Windows Registry, and settings in Microsoft Outlook.

Where Oracle CRM On Demand Desktop Stores Data in the File System

Oracle CRM On Demand Desktop places most files that it requires in the following folder:

Application Data\Oracle\CRM OnDemand Desktop\Profile

where:

Application Data is an environment variable that the operating system automatically sets.

For example, in Windows 7, Oracle CRM On Demand Desktop places most files that it requires in the following folder:

C:\Users\username\AppData\Roaming\Oracle\CRM OnDemand Desktop

You can change this directory. For more information, see Setting the Oracle CRM On Demand Desktop Installation Directory.

Table 5 describes where Oracle CRM On Demand Desktop stores data in the file system when the Oracle CRM On Demand Desktop client runs on Windows 7.

Table 5. Example of Where Oracle CRM On Demand Desktop Stores Data in the File System
Windows 7 Folder on Client Computer
Description

C:\Users\username\AppData\Roaming\Oracle\CRM OnDemand Desktop\bin

Oracle CRM On Demand Desktop saves the following information:

  • Binary libraries that include a .DLL extension.
  • Files that include common resources, such as text files, graphic files, and files that include an .XML extension.
  • Help files.

C:\Users\username\AppData\Roaming\Oracle\CRM OnDemand Desktop\Bin\Help

Help files.

C:\Users\username\AppData\Roaming\Oracle\CRM OnDemand Desktop\Profile

Oracle CRM On Demand Desktop saves the following information:

  • The data folder, which includes package files
  • Oracle CRM On Demand log files
  • Database files for the synchronization engine. These are .MDB files that contain auxiliary data.

C:\Users\username\AppData\Roaming\Oracle\CRM OnDemand Desktop\Profile\Data

XML files and JavaScript files of the customization package. For more information, see Files in the Customization Package.

 

C:\Users\username\AppData\Roaming\Oracle\CRM OnDemand Desktop\Profile\Log

The Oracle CRM On Demand log files. For more information, see How Oracle CRM On Demand Desktop Handles Errors During Metadata Download.

 

C:\Users\username\AppData\Local\Temp

When you download the customization package Oracle CRM On Demand Desktop places some files in a temp directory.

Changes That Oracle CRM On Demand Desktop Makes in the Windows Registry

Oracle CRM On Demand Desktop adds registry entries in the following registry key:

HKEY_CURRENT_USER\Software\Oracle\CRM OnDemand Desktop

These settings include the following information:

  • General settings for Oracle CRM On Demand Desktop, such as login information.
  • In the Logging subkey, the log file settings that it uses to configure logging behavior.

When you install Oracle CRM On Demand Desktop it registers COM classes in the Windows Registry. For more information on Windows Registry settings that Microsoft Windows requires to register COM classes, see the topic about Registering COM Applications at the Microsoft Developer Network Web site. For more information, see Modifying the Windows Registry to Change Oracle CRM On Demand Desktop Behavior.

Changes That Oracle CRM On Demand Desktop Makes to Settings in Microsoft Outlook

Because Oracle CRM On Demand Desktop runs as a Microsoft Outlook add-in, it must register with Microsoft Outlook. For more information on Windows Registry settings that Microsoft Windows requires to register an add-in, see the topic about registry settings for COM add-ins at the Microsoft Developer Network Web site.

Oracle CRM On Demand Desktop adds the following items to the Microsoft Exchange folder file or personal folders file:

  • Custom folders
  • Custom objects
  • Custom forms

For more information, see How Oracle CRM On Demand Desktop Displays Data in Microsoft Outlook.

    
Oracle CRM On Demand Desktop Administration Guide, Version 5.1, Rev A Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.