Customizing How the First Run Assistant Performs the Initial Synchronization

Siebel CRM Desktop installs the folder structure, as described in Customizing How First Run Assistant Uses the Customization Package, and then displays the second part of the First Run Assistant. It prompts the user to set preferences and to run the first synchronization session that downloads Siebel CRM records to Microsoft Outlook.The following table describes the work that you can do to customize how the assistant does this initial synchronization. It lists work items in the order that the user does them while the user runs the assistant.

Step	Description	Administrative Work
1	First Run Assistant installs the folder structure. It then displays the following choices in the Filter Records tab of the Synchronization Control Panel dialog box: Leave the filters at their default settings. Choose a filter from the predefined filter that Siebel CRM Desktop deploys with the Siebel CRM Desktop add-in. Specify filter settings. The user can also specify the synchronization frequency and other settings that Siebel CRM Desktop uses.	For more information, see the following topics: Controlling the Object Types That Siebel CRM Desktop Displays in the Filter Records Tab Controlling the Size and Type of Synchronized Records
2	The First Run Assistant displays a dialog box that allows the user to configure synchronization settings. Siebel CRM Desktop does the following, by default: Enters a check mark in the Schedule for the Automatic Synchronization Interval check box Enters a check mark in the Show Progress During Automatic Synchronization check box Sets the frequency slide bar to Once an Hour	For more information, see Controlling the Synchronization Intervals That Display in the Synchronization Tab.
3	The First Run Assistant displays a dialog box that allows the user to share with Siebel CRM Desktop each new native Outlook calendar entry, contact, or To Do item that the user creates in Outlook. Siebel CRM Desktop includes a check mark in the Calendar Entry, Contacts, and To Do items check boxes, by default.	For more information, see Customizing How Siebel CRM Desktop Shares Native Microsoft Outlook Items
4	The First Run Assistant displays the Siebel CRM Desktop dialog box. For more information, see Customizing How Siebel CRM Desktop Shares Native Microsoft Outlook Items.	For more information, see Controlling How Siebel CRM Desktop Assigns Calendar Entry Owners.

The user finishes specifying the configuration settings, and then Siebel CRM Desktop automatically starts the synchronization and adds content to the Siebel CRM folders. This content depends on choices the user specifies in the First Run Assistant. The synchronization finishes, and then the user can find the Siebel CRM data that Siebel CRM Desktop downloaded in the corresponding Siebel CRM folders. The user can view Siebel contacts that Siebel CRM Desktop downloaded to the Outlook Contacts folders. Siebel CRM Desktop does not automatically share contacts that existed in Outlook before you installed Siebel CRM Desktop.The user can use icons or group contacts to separate unshared contacts from Siebel CRM contacts according to the Shared and Not Shared attribute.