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Oracle CRM On Demand Desktop Administration Guide > How Oracle CRM On Demand Desktop Works > Overview of Oracle CRM On Demand Desktop Architectural ComponentsFigure 1 illustrates the major architectural components that Oracle CRM On Demand Desktop uses. Explanation of CalloutsOracle CRM On Demand Desktop uses the following components:
How Oracle CRM On Demand Desktop Synchronizes DataTo synchronize data between Microsoft Outlook and the Oracle CRM On Demand server, Oracle CRM On Demand Desktop uses a process that Oracle CRM On Demand Desktop controls. After Oracle CRM On Demand Desktop is installed, it initializes the Oracle CRM On Demand data that is available in Microsoft Outlook through the initial synchronization. An incremental synchronization synchronizes subsequent changes that occur in Microsoft Outlook or on the Oracle CRM On Demand server. To make Oracle CRM On Demand data available in Microsoft Outlook, the Oracle CRM On Demand Desktop user must perform an initial synchronization with the Oracle CRM On Demand server. CRM On Demand Desktop Assistant guides the user through the setup of the Oracle CRM On Demand Desktop application in Microsoft Outlook. After you install Oracle CRM On Demand Desktop, it displays when the user starts Microsoft Outlook for the first time. While using the CRM On Demand Desktop Assistant, the user can choose several installation preferences and then start the initial synchronization. Oracle CRM On Demand Desktop does the following:
About Web Service Usage During SynchronizationMicrosoft Outlook and Oracle CRM On Demand use Web services to communicate with each other. Web service requests from Oracle CRM On Demand Desktop go through the normal Oracle CRM On Demand Web service infrastructure. Oracle CRM On Demand Desktop does the following:
Web service responses are from Oracle CRM On Demand through the normal Oracle CRM On Demand Web service infrastructure. For more information, see About the Web Service API Used by Oracle CRM On Demand Desktop. How Oracle CRM On Demand Desktop Displays Data in Microsoft OutlookOracle CRM On Demand Desktop stores Oracle CRM On Demand data in files that are native to Microsoft Outlook. It stores this data in one of the following files, depending on the data file that a user sets as the default mail delivery location in the Microsoft Outlook profile:
Microsoft Outlook data is created in the native Microsoft Outlook application. Examples include an appointment or calendar item. Oracle CRM On Demand data can include the following items:
Examples of Oracle CRM On Demand data include an opportunity, account, or activity. Because Oracle CRM On Demand Desktop uses native Microsoft Outlook data files, Microsoft Outlook displays Oracle CRM On Demand data in native Microsoft Outlook UI elements, for example, lists and forms. Microsoft Outlook can display Oracle CRM On Demand data simultaneously with other Microsoft Outlook data while using the same UI element, such as a mailbox folder. The Oracle CRM On Demand Desktop user can specify a folder that displays Oracle CRM On Demand data and can also view Microsoft Outlook data in a Microsoft Outlook list view. Oracle CRM On Demand Desktop displays Oracle CRM On Demand data in the following contexts:
The data that Oracle CRM On Demand Desktop stores in cached Microsoft Exchange mode in OST file format or in personal folders in PST format is accessible to the user while disconnected. The user interacts with data that is accessible to Microsoft Outlook in the local or in the Exchange Server files. The user does not interact directly with data that resides on the Oracle CRM On Demand server. |
Oracle CRM On Demand Desktop Administration Guide, Version 5.2 Revision A | Copyright © 2019, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |