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Installing Oracle CRM On Demand Desktop


You can use one of the following methods to install Oracle CRM On Demand Desktop on your computer:

Installing Oracle CRM On Demand Desktop from My Setup

This procedure describes how to download the EXE file and then run the EXE file to install Oracle CRM On Demand Desktop.

To run the Oracle CRM On Demand Desktop EXE file

  1. If Microsoft Outlook is open, then close it.
  2. In Oracle CRM On Demand Desktop, navigate to My Setup, and then Data and Integration Tools.

    NOTE:  This step assumes the user has the Enable CRM On Demand Desktop privilege enabled. For more information on privileges and roles, see Oracle CRM On Demand Online Help.

  3. Under Oracle CRM On Demand Desktop, click the Oracle CRM On Demand Desktop link.
  4. In the Oracle CRM On Demand Desktop download page, under the Installation section, select either the Microsoft Windows (32-bit) or Microsoft Windows (64-bit) platform in the Select Installer drop-down list.
  5. In the Installation section, click the Download CRM Desktop On Demand link to install Oracle CRM Desktop On Demand.
  6. Locate the Oracle CRM On Demand Desktop.5.0.0.x.exe installation package.
  7. Double click the Oracle CRM On Demand Desktop.5.0.0.x.exe file.

    The Oracle CRM On Demand Desktop.5.0.0.x.exe installation package validates the operating system version and the Microsoft Outlook version that is currently installed on the client computer. For more information, see Preparing the Implementation Environment for Oracle CRM On Demand Desktop.

  8. In the Welcome dialog box, click Next.
  9. In the License Agreement window, accept the license terms, and click Next.
  10. In the Customer Information dialog box, enter the user name and the organization.
  11. In the Destination Folder window, select the folder to where you want to save your Oracle CRM On Demand Desktop installation, and click Next.

    The default location for Windows 7 is: C:\Users\username\AppData\Oracle\Oracle On Demand CRM for Microsoft Outlook\

  12. Click Install to start the installation.

    Oracle CRM On Demand Desktop installs in the background. The next time the user opens Microsoft Outlook, Oracle CRM On Demand Desktop starts the CRM On Demand Desktop Assistant in the client computer.

  13. In the InstallShield Wizard dialog box, click Finish.
  14. If you select the Launch Oracle CRM On Demand Desktop check box, then Oracle CRM On Demand Desktop finishes the installation and then does one of the following depending whether Microsoft 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.

      If you do not select the Launch Oracle CRM On Demand Desktop check box, then Oracle CRM On Demand Desktop finishes the installation and then does one of the following depending whether Microsoft Outlook is open:

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

Installing Oracle CRM On Demand Desktop from a Command Line

This topic describes how to install Oracle CRM On Demand Desktop from a command line.

To install Oracle CRM On Demand Desktop from a command line

  1. Open a command line by typing cmd.exe in the Run window.
  2. Use the following command to install Oracle CRM On Demand Desktop:

    "C:\...\Oracle CRM On Demand Desktop.exe" /s /v"/L*v \"%temp%\CRMDesktop.log\" /qn"

  3. Start Microsoft Outlook.
  4. Select whether you want the Oracle CRM On Demand Desktop configuration applied to the current Microsoft Outlook profile.
Oracle CRM On Demand Desktop Administration Guide, Version 5.2 Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.