1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. Administering Metadata Files

Administering Metadata Files

This task is a step in Process of Preparing the Siebel Server.

This topic describes how to administer predefined metadata files for Siebel CRM Desktop. The client uses these files to determine the data to synchronize and the validation rules to apply.

To administer metadata files

  1. (Optional) Configure Siebel CRM Desktop to store object types in Outlook storage instead of in the local Siebel CRM Desktop database.

    For more information, see Storing Siebel Object Types in Microsoft Outlook Storage.

  2. Create a .zip file containing all the metadata files described in Files in the Customization Package and JavaScript Files in the Customization Package.

    Make sure that every file is in the root directory of the zip file. This zip file must not contain a subdirectory.

  3. Navigate to the Administration - CRM Desktop screen and then the Metadata Files view.

  4. In the Metadata Files list, click New.

  5. In the Type list, choose Outlook Metadata Package.

  6. In the File Name field, locate the file you created.