Installing CRM Desktop SSO

This topic describes how to install CRM Desktop SSO. It includes the following topics:

• Setting Windows Registry Keys to Enable Siebel CRM Desktop SSO

• Options for Installing CRM Desktop SSO

• Removing or Upgrading Siebel CRM Desktop SSO

Starting with Siebel CRM Desktop version 3.7, it is not necessary to install CRM Desktop SSO. It comes predefined starting with these version. For more information about using an installation package, see Overview of Installing the Siebel CRM Desktop Add-In.

To install CRM Desktop SSO:

1. Verify the network and infrastructure:

   1. Modify the Windows Registry settings, as necessary.

      For more information, see Using the Windows Command Line to Set Optional Parameters for Siebel CRM SSO.

   2. Make sure SSO script supports the single sign on capabilities that your implementation requires.

      CRM Desktop SSO cannot connect directly to a single sign on system. To operate properly, it requires SSO script that you customize for the target single sign on system. For a list of options, see Windows Registry Keys You Must Set to Enable Siebel CRM Desktop SSO.

   3. Determine the sequence you will use to install CRM Desktop SSO.

      You can install, remove, or upgrade CRM Desktop SSO independent of Siebel CRM Desktop. You can install it before or after you install Siebel CRM Desktop.

2. Make sure you are a member of the Administrators group for the operating system that you are using on the client computer.

   This membership provides the rights you require to run the executable file that Siebel CRM Desktop SSO uses in the installation package.

3. Set the Windows Registry keys.

   For more information, see Setting Windows Registry Keys to Enable Siebel CRM Desktop SSO.

4. (Optional) The installer calls the UAC (User Account Control) prompt in Windows. To disable this prompt, you can set the following properties on the operating system on the client computer:

   ALLUSERS=2
   MSIINSTALLPERUSER=1
   

5. Copy the InvisibleSSOModule.msi file from the release location to the client computer.

   To install CRM Desktop SSO, you use an installation package that comes predefined as a single MSI file. This file includes the following data:

   • Installation information for CRM Desktop SSO

   • CRM Desktop SSO binary files

   To copy this file, you can do one of the following

   • Manually copy the InvisibleSSOModule.msi file to the client computer.

   • Use third-party deployment software to deploy the InvisibleSSOModule.msi file to multiple computers. For more information, see Installing Siebel CRM Desktop in the Background.

6. Log in to the client computer.

7. If Microsoft Outlook is open, then close it.

8. Locate the InvisibleSSOModule.msi installation package.

   This location depends on where the user saves the InvisibleSSOModule.msi file. The following directory is a typical location:

   C:\Documents And Settings\username\Desktop
   

9. Run the InvisibleSSOModule.msi installation package:

   1. In the Welcome dialog box, click Next.

   2. In the Customer Information dialog box, specify the user name and organization and then chose to do this install for a single user or for any user who uses this client computer.

      If you choose to do this installation for any user who uses this client computer, then you must be a member of the Administrators group. If you are not, then this installation will fail.

      It is recommended but not required that you use the same installation configuration for Siebel CRM Desktop SSO that you use for Siebel CRM Desktop. For example, if you install Siebel CRM Desktop for each user, then it is recommended that you install Siebel CRM Desktop SSO for each user. if you install Siebel CRM Desktop for anyone who uses this computer, then it is recommended that you install Siebel CRM Desktop SSO for anyone who uses this computer. If you do not use this configuration, then Siebel CRM Desktop SSO might not be available for some users.

   3. In the Destination Folder dialog box, specify the folder where the installer must install CRM Desktop SSO.

      You can specify a directory. For more information, see Setting the Installation Directory for Siebel CRM Desktop SSO.

   4. In the Ready to Install the Program dialog box, click Install.

      Because you can install Siebel CRM Desktop for multiple users, the user who is currently logged in can view application files that Siebel CRM Desktop stores in the default directory described in Setting the Installation Directory for Siebel CRM Desktop SSO.

   5. In the InstallShield Wizard dialog box, click Finish.

      The installer installs CRM Desktop SSO. The next time Siebel CRM Desktop starts it loads CRM Desktop SSO according to the Windows Registry settings. For more information, see Setting the Installation Directory for Siebel CRM Desktop SSO.

   After you complete the installation, CRM Desktop SSO is configured and Siebel CRM Desktop uses it when it communicates with the Siebel Server.

10. Notify the user that CRM Desktop SSO is installed.