1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. How Siebel CRM Desktop Stores Siebel CRM Data

How Siebel CRM Desktop Stores Siebel CRM Data

The following illustrates how Siebel CRM Desktop stores Siebel CRM data.

Explanation of Callouts

Siebel CRM Desktop stores Siebel CRM data in the following way:

  1. You install Siebel CRM Desktop as a COM add-in with Outlook on the client computer.

  2. Siebel CRM Desktop stores lookup data, such as lists of values and currencies, and relational data, such as contact and account intersection records, in the local Siebel CRM Desktop database, by default. The database element in the siebel_basic_mapping.xml file includes the complete list of object types that the local Siebel CRM Desktop database contains. For more information, see Where Siebel CRM Desktop Stores Data in the File System.

  3. Siebel CRM Desktop stores Siebel CRM data depending on how the user sets the following default email delivery location in the Outlook profile where you install Siebel CRM Desktop:

    • POP3 email account. Siebel CRM Desktop stores data in the Outlook Personal Folders (.pst) file.

    • Client database email account in cached mode. Microsoft Exchange is the client database. It synchronizes data that resides in the .ost file in Outlook with the mailbox that resides on the Microsoft Exchange Server.

    This data includes all parent items, such as accounts and opportunities, and native Outlook items, such as contacts, To Do items, calendar, email items.

  4. Siebel CRM Desktop does not interfere with communication between Outlook and the Microsoft Exchange Server. Outlook synchronizes with the Microsoft Exchange Server just as it does if you do not install Siebel CRM Desktop.

    To install and use Siebel CRM Desktop, it is not necessary for you to customize the Microsoft Exchange Server or acquire permissions to access it. Siebel CRM Desktop does not support a Microsoft Exchange email account that is not cached.