Customizing How First Run Assistant Uses the Customization Package

The following table describes how you can customize the First Run Assistant to register and get the customization package. It lists work items in the order that the user performs them while the user uses this assistant. The user must install the Siebel CRM Desktop add-in first and then use the assistant. For more information, see Installing the Siebel CRM Desktop Add-In.

Step	Description	Possible Customization
1	The user opens Outlook the first time after the Siebel CRM Desktop add-in is installed. It is the first time that Outlook is open after the add-in is installed, so First Run Assistant displays the welcome screen and then the user clicks it.	Not applicable
2	First Run Assistant examines the connection settings and does one of the following: If Siebel CRM Desktop establishes a connection, then the assistant continues. If Siebel CRM Desktop does not establish a connection, then the assistant displays settings from the Connection tab of the Options dialog box. Siebel CRM Desktop chooses the Use Internet Explorer Settings for Proxy-Server option, by default. The Manual Proxy-Server Configuration option allows the user to specify a proxy server. If your organization uses a proxy server, then you must provide the user with the following information: The host name for the proxy server in the Server window. he port number in the window that displays immediately to the right of the Server window. The proxy server requires a separate host name and a port number.	For more information, see Customizing How Siebel CRM Desktop Connects to the Internet.
3	Siebel CRM Desktop establishes a network connection and then theFirst Run Assistant displays the CRM Desktop-Login dialog box. The user enters the user name and password. This user name must include the First Name and Last Name or the User ID of the user record that resides in the Siebel database. The user can enter the First and Last name in any order. The USERID is the same user ID that the user uses for the Siebel Web Client. For example, Wasaka Takuda, or WTAKUDA. The password is the same password as the password that the user uses for the Siebel Web Client.	For more information, see the following topics: Changing Behavior of the CRM Desktop-Login Dialog Box Using the Windows Registry to Control Siebel CRM Desktop
4	First Run Assistant automatically enters the URL that the Siebel Business Application uses to connect to the Siebel Server. It enters this URL in the Server URL window. For example: http://server_name/eai/enu	You can specify the URL. For more information, see Setting the URL for the Siebel Server.