Creating and Publishing the Customization Package

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

You create a relationship between a responsibility and a customization package that determines the information that is available to the user. You can publish a package when Siebel CRM Desktop finishes the updates and it is ready to download this package to the client. Publishing makes a package read only so that you cannot make any more modifications on the package. For more information, see Relationships Between Users, Responsibilities, Customization Packages, and Metadata Files.

To create and publish the customization package

Navigate to the Administration - CRM Desktop screen, and then the Packages view.

Create a new customization package, using values from the following table.

Field	Value
Package Name	Enter any value. It is recommended that you use a name that describes the purpose of the package configuration. For example, EMEA Sales Rep, or Field Sales Rep.
Responsibility	Choose the responsibility that is appropriate for the group of users that Siebel CRM Desktop uses with the package. Do not assign a user to more than one package. It is recommended that you maintain a separate set of Siebel CRM Desktop responsibilities where you can control the user assignment. This configuration helps to prevent creating relationships between a user and more than one responsibility and more than one package. If necessary, before you do this step, you can create a new responsibility and then assign specific users to this responsibility. For more information, see Guidelines for Assigning Responsibilities to Customization Packages.

Field

Value

Package Name

Enter any value.

It is recommended that you use a name that describes the purpose of the package configuration. For example, EMEA Sales Rep, or Field Sales Rep.

Responsibility

Choose the responsibility that is appropriate for the group of users that Siebel CRM Desktop uses with the package. Do not assign a user to more than one package. It is recommended that you maintain a separate set of Siebel CRM Desktop responsibilities where you can control the user assignment. This configuration helps to prevent creating relationships between a user and more than one responsibility and more than one package. If necessary, before you do this step, you can create a new responsibility and then assign specific users to this responsibility. For more information, see Guidelines for Assigning Responsibilities to Customization Packages.

In the Metadata Files list, click Add, locate the .zip file that you added in Administering Metadata Files, and then click OK.
In the Packages list, click the link in the Package Name field for the customization package you created.
In the Package Details form, click Publish.
Siebel CRM changes the Status field of the Package Details form to Published.

For more information about how Siebel CRM Desktop uses a customization package, see Relationships Between Users, Responsibilities, Customization Packages, and Metadata Files.