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Preparing the Implementation Environment for Oracle CRM On Demand Desktop

This task is a step in Process of Preparing Oracle CRM On Demand.

To prepare the implementation environment for Oracle CRM On Demand Desktop

1. Make sure the environment in which you intend to implement Oracle CRM On Demand Desktop supports Oracle CRM On Demand Desktop.

   Before you install Oracle CRM On Demand Desktop, you must verify that your system meets the system requirements for Oracle CRM On Demand at:

   http://crmondemand.oracle.com/en/products/system-requirements/index.html

   You can find additional system requirements on the Oracle CRM On Demand Desktop page in Oracle CRM On Demand.

2. Make sure that the email account being used is in cached mode. Oracle CRM On Demand Desktop does not support the non-cached mode.
3. Ensure you have a valid profile ready for use before installation.

   For more information on profiles, see your Microsoft Outlook documentation.

   Oracle CRM On Demand Desktop requires a valid Microsoft Outlook 2007 or Microsoft Outlook 2010 profile.

   NOTE:  Oracle recommends having only one e-mail account for a profile in Microsoft Outlook before installing Oracle CRM On Demand Desktop.

4. Make sure that your role has the Enable CRM Desktop privilege.

   To synchronize data with the Oracle CRM On Demand server after you install Oracle CRM On Demand Desktop, you must have this privilege.

   For more information on privileges and roles, see Oracle CRM On Demand Online Help.

5. Ensure that the Web Services R16 Compatibility Mode setting is not selected in the Oracle CRM On Demand Company Profile.

   Oracle CRM On Demand Desktop supports only stateless Web services.

   For more information on the Oracle CRM On Demand Company Profile, see Oracle CRM On Demand Online Help.