A - B - C - D - E - F - I - L - M - O - P - R - S - T - U - V - W - X

A

activities

about   1

administering   1

correlating with PIM data   1

creating   1

displaying in Microsoft Outlook   1

duplicate records   1

how origin affects handling   1

identifying duplicate activities   1

mapping fields to Microsoft Outlook Calendar   1

mapping fields to Microsoft Outlook Email   1

mapping fields to Microsoft Outlook Tasks   1

modified activity items   1

modifying   1

relationships between Microsoft Outlook items   1

resolving email recipients   1

resolving participants   1

setting the owner   1

shared activities   1

add-ins

compatible with Oracle CRM On Demand   1

incompatible with Oracle CRM On Demand   1

appointments

as an activity   1

declined shared appointments   1

handling of   1

handling reoccurring appointments in Microsoft Outlook   1

setting the owner   1

shared appointments   1

attachments

configuration of attachment settings in XML   1

field mapping   1


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B

behavioral limits

modifying   1

books

setting up for customized package   1

user default   1

viewmode attribute   1

visibility   1


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C

calendar items

activities   1

creation of   1

field mapping   1

handling when saved or changed   1

modified items   1

code examples

connector_configuration.xml   1

dialogs.xml   1

forms.js   1

forms_xx.xml   1

lookup_view_defs.xml   1

od_basic_mapping.xml   1 ,  2

od_helpers.js   1

od_meta_info.xml   1 ,  2

platform_configuration.xml   1

toolbars.xml   1

views.xml   1

components

customization   1

configuration

online lookup   1

pin mode for records   1

single sign-on   1

Web mashups   1

conflict handling

during synchronization   1

connection failure

handling data   1

Connection tab

controlling   1

connector_configuration.xml

about   1

Filter Presents tag   1

Links tag   1

Natural Key tag   1

sample code   1

Synchronizer tag   1

type tag   1

Types tag   1

View tag   1

CRM On Demand Desktop Assistant

about   1

customizing   1

customizing for use with the customization package   1

custom fields

displaying in an Oracle CRM On Demand Desktop form   1

formatting   1

formatting labels   1

sample code   1

custom objects

adding custom logic   1

defining   1

defining lists   1

defining other options   1

defining synchronization   1

defining the toolbar   1

defining the user interface   1 ,  2

defining validation rules   1

custom picklists

customizing the physical layout   1

publishing   1

testing   1

custom views

adding to Microsoft Outlook   1

customization

adding a field to the customization package   1

adding a predefined picklist   1

adding custom logic   1

changing the email address of the support team   1

configuring the URL protocol to use HTTPS   1

customizing the physical layout for a picklist   1

defining other options   1

defining the user interface   1

defining the validation rules   1

how Oracle CRM On Demand Desktop maps fields   1

localization   1

product name   1

publishing a picklist   1

testing a picklist   1

customization package

about   1 ,  2

adding a field   1

configuring   1

creating   1

deleting   1

error handling   1

files   1

JavaScript files   1

modifying   1

MVG configuration   1

preventing data loss during upgrade   1

publishing   1

registering and obtaining   1

relationship with responsibilities   1

setting up books   1

unpublishing   1

using with Oracle CRM On Demand Desktop   1

XML files included in   1


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D

default mail delivery location

changing   1

Delete from On Demand list

specifying object display   1 ,  2

deletion_confirmation_mode attribute

setting   1

values   1 ,  2

dialog boxes

about   1

dialogs.xml

about   1

Appearance tag   1

Dialog tag   1

Layout tag   1

sample code   1

duplicate activities

identifying with natural keys   1

duplicate records

avoiding   1

preventing   1


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E

email

as an activity   1

field mapping   1

handling of   1

how an email is handled   1

error handling

allotment errors   1

Exclusions List

about   1

adding items   1

configuring   1

turning on for specific objects   1

within Oracle CRM On Demand Desktop   1


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F

field mapping

attachments   1

Oracle CRM On Demand activity and Microsoft Outlook email   1

fields

adding a default value   1

creating   1 ,  2

making read-only   1

required for custom objects   1

filters

controlling available fields   1

controlling displayed object types   1

determining what Oracle CRM On Demand records are available in Oracle CRM On Demand Desktop   1

Filter Records tab   1

synchronization   1

using in Oracle CRM On Demand Desktop   1

forms

business logic   1

customizing   1

customizing a language   1

displaying custom fields   1

validation rules   1

forms.js

sample code   1

forms_xx.xml

about   1

Control tag   1

Form tag   1

Info Bar tag   1

Page tag   1

sample code   1

Script tag   1

Stack tag   1

types of controls   1


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I

incremental synchronization

about   1

info.xml

about   1

initial synchronization

about   1

installation file

about   1

obtaining   1

installing

Oracle CRM On Demand Desktop Lite   1

installing Oracle CRM On Demand Desktop

before installing   1

changes to Microsoft Outlook   1

changes to Windows Registry   1

from a command line   1

obtaining the installer   1

optional parameters   1

overview   1

roadmap   1

running the .EXE file   1

setting the installer version locations   1

third party options   1

uninstalling options   1

using a Microsoft SMS Package   1

using Microsoft Group Policy Object   1


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L

license allotment

checking in Oracle CRM On Demand   1

lists

sample code   1

localization

customizing   1

localizing values   1

logging

administering   1

assigning a logging profile for Oracle CRM On Demand Desktop   1

creating a custom profile   1

log and dump files used with Oracle CRM On Demand Desktop   1

lookup_view_defs.xml

about   1

Array tag   1

Lookup View Definition tag   1

sample code   1


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M

meetings

assigning the meeting organizer   1

handling multiple attendees   1

resolving attendees   1

meta information

customizing   1

metadata files

about   1

connector_configuration.xml   1 ,  2

customizing   1

dialogs.xml   1 ,  2

forms_xx.xml   1 ,  2 ,  3 ,  4

info.xml   1

list of metadata files   1

lookup_view_defs.xml   1 ,  2

od_basic_mapping.xml   1

od_meta_info.xml   1

relationships between metadata objects   1

toolbars.xml   1 ,  2

views.xml   1 ,  2

Microsoft Outlook

adding custom views   1

displaying data on   1

extensions to   1

file storage on   1

MVG

about   1

adding   1

customizing   1

publishing   1

sample code   1

testing   1


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O

od_basic_mapping.xml

about   1

Alt Message Classes tag   1

Custom Views tag   1

Field tag   1

Form tag   1

sample code   1 ,  2

Type tag   1

Writer tag   1

od_helpers.js

sample code   1

od_meta_info.xml

about   1

Common_settings tag   1

Extra_command_options tag   1

Field tag   1

Master_filter_expr tag   1

Object tag   1

Open_with_url_tmpl tag   1

Picklist tag   1

sample code   1 ,  2

SiebelMetaInfo tag   1

online lookup

configuring   1

Oracle CRM On Demand

determining which Oracle CRM On Demand data Oracle CRM On Demand Desktop can access   1

linking Oracle CRM On Demand records to Microsoft Outlook records   1

Oracle CRM On Demand Desktop

about   1

accessing Oracle CRM On Demand data   1 ,  2

administering single sign-on   1

allotment errors   1

architecture of   1

avoiding duplicate data   1

benefits of   1 ,  2

checking license allotment   1

controlling archived items   1

controlling record deletion   1

controlling the Confirm Synchronization tab   1

controlling the Connection tab   1

controlling the Exclusions List   1

controlling the Filter Records tab   1

converting contacts   1

correlating PIM data in Microsoft Outlook   1

customizing how to map fields   1

defining the user interface   1

determining which data to synchronize   1

handling a Microsoft Outlook meeting with multiple attendees   1

handling a shared Microsoft Outlook appointment that is declined   1

handling activities   1

handling appointments   1

handling duplicate Microsoft Outlook appointments   1

handling items if Oracle CRM On Demand Desktop is removed   1

handling items when removed   1

handling login credential changes   1

handling Microsoft Outlook calendar   1

handling Microsoft Outlook email messages   1

handling Microsoft Outlook tasks   1

handling modified activities   1

handling modified Microsoft Outlook calendar items   1

handling newly created Microsoft Outlook items   1

handling shared activities   1

handling synchronization conflicts   1

handling synchronization errors   1

identifying duplicate activities   1

implementation environment   1

license agreement   1

logging   1

losing local data   1

metadata   1

ownership modes   1

preventing duplicate records   1

processing an activity   1

reinstalling the data structure   1 ,  2

required privileges   1

resolving synchronization conflicts   1

roadmap for installing   1

scenarios for using Oracle CRM On Demand Desktop   1

setting behavioral limits   1

synchronizing with Oracle CRM On Demand   1

updating product files   1

upgrading   1 ,  2

user access   1

Web services   1

working with Oracle CRM On Demand   1

Oracle CRM On Demand Desktop Lite

about   1

installing   1

privileges   1

synchronizing   1

ownership modes   1


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P

package_res.xml

about   1

picklists

customizing the physical layout   1

PIM data

correlating with an activity   1

pin mode for records

configuring   1

platform_configuration.xml

about   1

sample code   1

privileges

Oracle CRM On Demand Desktop Lite   1

product name

customizing   1


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R

records

determining delete confirmation   1

linking Oracle CRM On Demand records to Microsoft Outlook records   1

records visibility

impact on synchronization   1

roles

assigning to a customization package   1


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S

SalesBook Control

customizing   1

server busy responses

handling   1

single sign-on

authentication types   1

configuring   1

interactive authentication   1

noninteractive authentication   1

overview   1

supported services   1

synchronization

accessible data   1

appointment handling   1

conflict handling   1

controlling the Confirm Synchronization tab   1

customizing   1

data access rules   1

defining for a custom object   1

enabled objects   1

error handling   1

filters   1

impact of data differences   1

impact of records visibility   1

incremental synchronization   1

initial synchronization   1

local   1

log files   1

losing local data   1

managing duration   1

modifying the frequency   1

of metadata during initial download   1

preventing duplicate records   1

with Oracle CRM On Demand data   1 ,  2

Synchronizer Tag

setting   1

Threshold Attribute values   1

synchronizing

Oracle CRM On Demand Desktop Lite   1


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T

tasks

handling of   1

resolving assignees   1

resolving task owners   1

toolbars.xml

about   1

sample code   1

Toolbars tag   1


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U

uninstalling Oracle CRM On Demand Desktop

using a command line   1

using the EXE file   1

using Windows control panel   1

updating Oracle CRM On Demand Desktop product files   1

URL protocol

customizing to use with HTTPS   1

user default books   1


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V

viewmode attribute   1

views

customizing   1

views.xml

about   1

sample code   1

visibility, about book-based   1


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W

Web mashups

configuring   1

Windows Registry

modifying   1

parameters that affect local synchronization   1

parameters that affect Oracle CRM On Demand Desktop Behavior   1

parameters that you can use with crash dump   1

parameters that you can use with the SOAP dump   1

parameters that you can use with the synchronization dump   1

parameters you can use with dump files   1

parameters you can use with log files   1

parameters you can use with Oracle CRM On Demand Desktop   1

parameters you can use with the exception log   1

parameters you can use with the general log   1


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X

XML code

creating cells   1

customizing deleted data   1

customizing synchronization   1

defining a list   1

defining a many-to-many relationship   1

defining a set of custom fields   1

mapping fields   1

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Oracle CRM On Demand Desktop Administration Guide, Version 5.2 Copyright © 2017, Oracle and/or its affiliates. All rights reserved. Legal Notices.