Files in the Customization Package

The following describes the XML files that Siebel CRM Desktop includes in the customization package. For more information, see About the Customization Package.

File Name	Description
code_pages.xml	This XML file provides a simple listing of code pages used for conversion when necessary and indicates that it is not customizable by the user.
connector_configuration.xml	This XML file provides the following capabilities: Defines objects that are synchronized Defines the criteria that Siebel CRM Desktop uses to detect duplicate objects in the Siebel database Defines the preset filters for a custom synchronization Defines the object types that Siebel CRM Desktop displays in the Filter Records tab of the Synchronization control panel. Defines presets for sliding date ranges. For more information, see Customizing Synchronization.
data_sources.xml	Defines the data source that Siebel CRM Desktop uses in views, forms, and dialog boxes for Auto-Complete.
dialogs.xml	Defines the layout for a custom dialog box. For more information, see Customizing Dialog Boxes.
forms_xx.xml	Siebel CRM Desktop uses the forms XML files according to the version of Outlook installed on the client. These XML files provide the following capabilities: Indicates the fields that Siebel CRM Desktop uses to store references between objects Defines the form layout for each object Defines the field validation rules on a form Defines business logic in JavaScript Defines controls that Siebel CRM Desktop uses on a form Throughout this book, the term forms_xx.xml refers generically to these forms files. The xx refers to the internal version of Outlook as defined by Microsoft. If you edit a forms_xx.xml file, then make sure you edit the file that supports the version of Outlook that is installed on the client. The business_logic.js file describes most business logic. To specify business logic, it is recommended that you use JavaScript in one of the forms_xx.xml files only if Siebel CRM Desktop runs this logic in the current form. If many objects are involved, then it is recommended that you specify business logic in the business_logic.js file. For more information, see Customizing Forms.
info.xml	This XML file provides the following capabilities: Identifies the product name Identifies the package version and the Siebel CRM Desktop version Identifies the product versions that are compatible with the package Identifies the Siebel Server versions that are compatible with the package Identifies the general comments for the package You can use it to track the package version. You can use the product name and version to check compatibility. For more information, see How Siebel CRM Desktop Determines Compatibility.
lookup_view_defs.xml	Defines the configuration for view lookup definitions. This file applies only for versions that occur prior to Siebel CRM Desktop version 3.5. For more information, see Customizing the SalesBook Control.
package_res.xx_YY.xml	Provide string and image resources for use throughout the application. The appropriate language and region is determined by the Outlook client. In the event that a string cannot be located in the language-specific packge_res_xx_YY.xml file, either because the file is not present or the individual string is missing, CRM Desktop will use the default string declared in package_res.xml (which is also the English version). Throughout this book, the term package_res.xx_YY.xml refers generically to these package files. Where xx and yy define the language and region. For example, package_res.pt_BR indicates the language is Brazilian and the region is Portuguese.
platform_configuration.xml	Defines the configuration for the platform. For example, the platform_configuration.xml file defines how to do the following: Connect to the Internet Share native Outlook items Convert contacts Control the synchronization intervals that display in the Synchronization tab Control the data that Siebel CRM Desktop removes if the user removes Siebel CRM Desktop
siebel_basic_mapping.xml	This XML file provides the following capabilities: Defines field mapping between Siebel CRM Desktop and Outlook Defines field mapping between Siebel CRM Desktop and Siebel CRM Describes objects to add to Outlook Defines the form that Siebel CRM Desktop uses to display an object in Outlook Defines a set of custom Outlook views that Siebel CRM Desktop applies for an object For more information, see Customizing Field Mapping.
siebel_meta_info.xml	This XML file provides the following capabilities: Defines the object types that Siebel CRM Desktop supports Defines fields and their types Defines the XML element names that Siebel CRM Desktop uses to create a Siebel message For more information, see Customizing Meta Information.
toolbars_xx.xml	Defines custom toolbars that Siebel CRM Desktop displays on a native Outlook form, custom form, or in the Outlook window. Siebel CRM Desktop uses the toolbars files according to the version of Outlook installed on the client. Throughout this book, the term toolbars_xx.xml refers generically to one of these toolbars files. If you edit a toolbars.xml file, then make sure you edit the file that supports the version of Outlook that is installed on the client. External JavaScript files specify all programmable actions for a toolbar. For more information, see Customizing Toolbars.
views.xml	Defines the views that Siebel CRM Desktop uses in Siebel CRM Desktop forms and Outlook windows. For more information, see Customizing Views.