Oracle CRM On Demand Desktop Administration Guide
What's New in This Release
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Overview of Oracle CRM On Demand Desktop
About Using Oracle CRM On Demand Desktop
Scenarios for Using Oracle CRM On Demand Desktop
Scenario for Working with an Activity That Is Associated with an Opportunity
Scenario for Managing Contact Information
Scenario for Managing Account Information
Scenario for Associating an Email with an Opportunity
Scenario for Managing an Opportunity
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Overview of Oracle CRM On Demand Desktop Lite
About Using Oracle CRM On Demand Desktop Lite
Installing Oracle CRM On Demand Desktop Lite
About Oracle CRM On Demand Desktop Lite Privileges
About Synchronizing Oracle CRM On Demand Desktop Lite
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How Oracle CRM On Demand Desktop Works
Extensions to the Microsoft Outlook User Interface
Overview of Oracle CRM On Demand Desktop Architectural Components
How Oracle CRM On Demand Desktop Uses Oracle CRM On Demand
About the Web Service API Used by Oracle CRM On Demand Desktop
About Book-Based Visibility
About User Default Books
About Authentication and License Allotment
How Oracle CRM On Demand Desktop Handles Allotment Errors
Checking the License Allotment in Oracle CRM On Demand
Metadata That Describes the Oracle CRM On Demand Desktop Application
Overview of Relationships Between Metadata Objects
About the Customization Package
About Metadata Files
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How Oracle CRM On Demand Desktop Handles Oracle CRM On Demand Data
How Oracle CRM On Demand Desktop Handles an Activity
Overview of How Oracle CRM On Demand Desktop Handles an Activity
Controlling How Oracle CRM On Demand Desktop Shares Newly Created Microsoft Outlook Items
How an Activity Is Created or Modified
How Oracle CRM On Demand Desktop Processes an Activity
How Oracle CRM On Demand Desktop Resolves Participants and Email Recipients of an Activity
How Oracle CRM On Demand Desktop Displays an Activity in Microsoft Outlook
How Oracle CRM On Demand Desktop Sets the Owner of an Activity
How Oracle CRM On Demand Desktop Handles a Shared Activity
How the Origin of an Activity Affects Handling
Example of How Oracle CRM On Demand Desktop Handles a Microsoft Outlook Meeting with Multiple Attendees
Example of How Oracle CRM On Demand Desktop Handles a Shared Microsoft Outlook Appointment That Is Declined
How Oracle CRM On Demand Desktop Handles Microsoft Outlook Calendar
How Oracle CRM On Demand Desktop Handles a Microsoft Outlook Calendar Item That the User Saves, Changes, or Deletes
How Oracle CRM On Demand Desktop Handles an Oracle CRM On Demand Activity That the User Saves, Changes, or Deletes
How Oracle CRM On Demand Desktop Handles an Appointment
How Oracle CRM On Demand Desktop Correlates an Oracle CRM On Demand Activity with PIM Data in Microsoft Outlook
How Oracle CRM On Demand Desktop Uses Natural Keys to Identify a Duplicate Activity
How Oracle CRM On Demand Desktop Handles a Recurring Microsoft Outlook Appointment
How Oracle CRM On Demand Desktop Handles a Microsoft Outlook Task
How Oracle CRM On Demand Desktop Handles a Microsoft Outlook Email Message
How Oracle CRM On Demand Desktop Handles Items If the User Removes Oracle CRM On Demand Desktop
How a User Can Link an Oracle CRM On Demand Record to a Microsoft Outlook Record
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How Oracle CRM On Demand Desktop Synchronizes Data
About Local Synchronization
How Oracle CRM On Demand Desktop Synchronizes Data with Oracle CRM On Demand
How Oracle CRM On Demand Desktop Synchronizes Data During the Initial Synchronization
How Oracle CRM On Demand Desktop Synchronizes Data During an Incremental Synchronization
How Oracle CRM On Demand Desktop Synchronizes Oracle CRM On Demand Data
How Oracle CRM On Demand Desktop Manages Synchronization Duration
Situations Where Oracle CRM On Demand Desktop Redownloads Oracle CRM On Demand Data
Situations Where Local Data Might Be Lost
Factors That Determine Which Data Oracle CRM On Demand Desktop Synchronizes
How Oracle CRM On Demand Desktop Synchronizes Data Depending on the Records Visibility
Factors That Determine What Data an Oracle CRM On Demand Desktop User Can Access
How Differences in Data Between Microsoft Outlook and the Oracle CRM On Demand Server Affect Synchronization
Modifying Synchronization Frequency
How Oracle CRM On Demand Desktop Avoids Duplicate Data
How Oracle CRM On Demand Desktop Handles a Conflict During Synchronization
How Oracle CRM On Demand Desktop Prevents Duplicate Records
How Oracle CRM On Demand Desktop Handles a Synchronization Error
How Oracle CRM On Demand Desktop Handles a Synchronization Conflict
Resolving Synchronization Conflicts
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Installing Oracle CRM On Demand Desktop
Roadmap for Installing Oracle CRM On Demand Desktop
Process of Preparing Oracle CRM On Demand
Preparing the Implementation Environment for Oracle CRM On Demand Desktop
Obtaining the Oracle CRM On Demand Desktop Installer
Creating and Publishing the Customization Package
Setting Oracle CRM On Demand Desktop Installer Version Locations
Overview of Installing Oracle CRM On Demand Desktop
Process of Installing Oracle CRM On Demand Desktop
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
Installing Oracle CRM On Demand Desktop Using the Microsoft Group Policy Object
Using a Microsoft SMS Package to Install Oracle CRM On Demand Desktop
Using the Command Line to Set Optional Parameters
Upgrading Oracle CRM On Demand Desktop from Version 5.0 to Version 5.1
Updating Oracle CRM On Demand Desktop Product-Specific Files from Version 5.0 to Version 5.1
Options for Uninstalling Oracle CRM On Demand Desktop
Uninstalling Oracle CRM On Demand Desktop by Using the Windows Control Panel
Uninstalling Oracle CRM On Demand Desktop by Using the Oracle CRM On Demand Desktop EXE File
Uninstalling Oracle CRM On Demand Desktop from a Command Line
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Administering Single Sign-On
Overview of Single Sign-On for Oracle CRM On Demand Desktop
Types of Authentication That You Can Use with Oracle CRM On Demand Desktop SSO
Noninteractive Authentication
Interactive Authentication
Single Sign-On Services that Oracle CRM On Demand Desktop Supports
Configuring Oracle CRM On Demand Desktop SSO
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Administering Oracle CRM On Demand Desktop
Before Administering Oracle CRM On Demand Desktop
Changing the Behavior of Oracle CRM On Demand Desktop
Modifying the Windows Registry to Change Oracle CRM On Demand Desktop Behavior
Setting Behavioral Limits for Oracle CRM On Demand Desktop
Controlling the Object Types That Oracle CRM On Demand Desktop Displays in the Filter Records Tab
Controlling the Fields That Are Available in a Filter
Controlling How Oracle CRM On Demand Desktop Converts Contacts
Controlling How Oracle CRM On Demand Desktop Deletes Records
Controlling the Exclusions List
Controlling the Confirm Synchronization Tab
Controlling the Connection Tab
Controlling How Oracle CRM On Demand Desktop Handles an Archived Item
Modifying the Windows Registry Parameters That Affect Local Synchronization
Preventing Data Loss When Upgrading a Customization Package
Using Filters in Oracle CRM On Demand Desktop
Configuring the Pin Mode for Records
Configuring Online Lookup
Administering Log Files and Log Profiles
Log Files and Dump Files You Can Use with Oracle CRM On Demand Desktop
Assigning a Logging Profile to Oracle CRM On Demand Desktop
Creating a Custom Logging Profile
Configuring Web Mashups Controls
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Customizing Oracle CRM On Demand Desktop
Customizing Oracle CRM On Demand Desktop
Overview of Customizing Oracle CRM On Demand Desktop
Files in the Customization Package
Customizing How Oracle CRM On Demand Desktop Maps Fields
Specifying Which Data Oracle CRM On Demand Desktop Removes from Microsoft Outlook
Customizing Synchronization
Customizing a Form
Customizing a Toolbar
Customizing a Dialog Box
Customizing a View
Customizing the SalesBook Control
Customizing Meta Information
Customizing Localization
Customizing the URL Protocol to Use HTTPS
Customizing the Email Address of the Support Team
Performing Typical Customization Work
Customizing the Product Name
Localizing Values
Example of Displaying a Custom Oracle CRM On Demand Field in an Oracle CRM On Demand Desktop Form
Making a Field in Oracle CRM On Demand Desktop Read-Only
Adding a Default Value to a Field in Oracle CRM On Demand Desktop
Process of Customizing Objects in Oracle CRM On Demand Desktop
Defining the Custom Object
Defining Synchronization for a Custom Object
Adding Custom Views in Microsoft Outlook
Defining the User Interface
Defining the Validation Rules
Adding Custom Logic
Defining the Toolbar
Defining Other Options
Process of Enabling Custom Object Synchronization in Oracle CRM On Demand Desktop
Defining the Custom Object
Defining Synchronization for the Custom Object
Defining a Mapping of the Custom Object
Defining a Mapping of the Custom Object if You Are Using DB FACADE Storage
Defining a Customized Microsoft Outlook User Interface for the Custom Object
Defining a Custom View for the Custom Object
Defining Labels Used as Resources for the Custom Object
Adding Custom Logic and Validation Rules in the Customized Microsoft Outlook Form
Process of Adding a Predefined Oracle CRM On Demand Picklist to Oracle CRM On Demand Desktop
Adding a Field to the Customization Package
Customizing the Physical Layout for the Picklist
Publishing and Testing a Custom Picklist
Roadmap for Adding an MVG Field
Process of Modifying the Customization Package to Add an MVG
Publishing and Testing a Custom MVG Field
Example Code You Use to Add an MVG
Setting Up Books for a Customized Package from Version 2.0
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How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Data and Microsoft Outlook Data
How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Activities and Microsoft Outlook Calendar
How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Activities and Microsoft Outlook Tasks
How Oracle CRM On Demand Desktop Maps the Owner Field Between an Oracle CRM On Demand Activity and a Microsoft Outlook Task
How Oracle CRM On Demand Desktop Maps the Status Field of an Activity
How Oracle CRM On Demand Desktop Maps Fields Between an Oracle CRM On Demand Activity and a Microsoft Outlook Email
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XML Files Reference
XML Code to Map a Field in Microsoft Outlook Storage
Example Code of the od_basic_mapping.xml File
Type Element of the od_basic_mapping.xml File
Form Element of the od_basic_mapping.xml File
Alt Message Classes Element of the od_basic_mapping.xml File
Custom Views Element of the od_basic_mapping.xml File
Field Element of the od_basic_mapping.xml File
Writer Element of the od_basic_mapping.xml File
XML Code to Map a Field in DB_FACADE storage
XML Code to Customize the Data That Oracle CRM On Demand Desktop Deletes If You Remove Oracle CRM On Demand Desktop
XML Code to Customize Synchronization
Example Code for the connector_configuration.xml File
Types Element of the connector_configuration.xml File
Type Element of the connector_configuration.xml File
View Element of the connector_configuration.xml File
Synchronizer Element of the connector_configuration.xml File
Links Element of the connector_configuration.xml File
Natural Key Element of the connector_configuration.xml File
Filter Presets Element of the connector_configuration.xml File
XML Code to Customize Forms
Form Element of the forms_xx.xml File
Script Element of the forms_xx.xml File
Info Bar Element of the forms_xx.xml File
Page Element of the forms_xx.xml File
Stack Element of the forms_xx.xml File
Control Tags of the forms_xx.xml File
Types of Controls for the Control Element of the forms_xx.xml File
XML Code to Customize Toolbars
Example Code of the toolbars.xml File
Toolbars Element of the toolbars.xml File
XML Code to Customize Dialog Boxes
Dialog Element of the dialogs.xml File
Layout Element of the dialogs.xml File
Appearance Element of the dialogs.xml File
XML Code to Customize Views Used for Microsoft Outlook Explorer List
XML Code to Customize Views Used for Objects Forms
XML Code to Customize the SalesBook Control
Example Code of the lookup_view_defs.xml File
Array Element of the lookup_view_defs.xml File
Lookup View Definition Element of the lookup_view_defs.xml File
XML Code for Meta Information
SiebelMetaInfo Element of the od_meta_info.xml File
Common_settings Element of the od_meta_info.xml File
Object Element of the od_meta_info.xml File
Field Element of the od_meta_info.xml File
Extra_command_options Element of the od_meta_info.xml File
Open_with_url_tmpl Element of the od_meta_info.xml File
Picklist Element of the od_meta_info.xml File
Master_filter_expr Element of the od_meta_info.xml File
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Additional Code in the Customization Example
XML Code That Defines a Set of Custom Fields
XML Code That Maps a Definition for a Custom Object
XML Code That Hides Unused Microsoft Outlook Controls
XML Code of a Complete Form for Custom Object 1
XML Code That Defines a Many-To-Many Relationship
XML Code That Defines a List
XML Code That Creates Cells
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Windows Registry Parameters You Can Use With Oracle CRM On Demand Desktop
Windows Registry Parameters That Affect Oracle CRM On Demand Desktop Behavior
Windows Registry Parameters That Affect Local Synchronization
Windows Registry Parameters That You Can Use with Log Files and Dump Files
Windows Registry Parameters That You Can Use with the General Log File
Windows Registry Parameters That You Can Use with the Exception Log File
Windows Registry Parameters That You Can Use with the Crash Dump File
Windows Registry Parameters That You Can Use with the SOAP Dump File
Windows Registry Parameters That You Can Use with the Synchronization Dump File
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Code Listing for Updates to the Customization Package from Version 2.0
XML Code Addition for the od_meta_info.xml File
JavaScript Code Addition for the od_helpers.js File
XML Code Addition for the od_basic_mapping.xml File
JavaScript Code Addition for the forms.js File
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Add-In Compatibility in Oracle CRM On Demand Desktop
Add-Ins Compatible with Oracle CRM On Demand Desktop
Add-Ins Incompatible with Oracle CRM On Demand Desktop
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Glossary
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