Preparing Your Environment for Installation

This task is a step in Process of Installing the Siebel CRM Desktop Add-In.

This topic describes how to make sure you configure the network and infrastructure to successfully install and start the Siebel CRM Desktop add-in.

To prepare your environment for installation

1. Choose your deployment software and review the conditions that apply for the installation.

   For more information, see Overview of Installing the Siebel CRM Desktop Add-In.

2. Make sure a direct connection to the Siebel Server is available.

   Siebel CRM Desktop uses information from one of the following sources to connect to EAI (Enterprise Application Integration):

   • Parameters during installation. This configuration is appropriate if you install Siebel CRM Desktop in the background. For more information, see Setting the URL for the Siebel Server.

   • Connection settings dialog box. This configuration is appropriate if you install Siebel CRM Desktop manually. For more information, see Customizing How First Run Assistant Uses the Customization Package.

3. Make sure the EAI object manager on the Siebel Server is enabled and online.

4. Make sure only a single Position is defined for the user account.

   The user cannot use Microsoft Outlook to change the position. It is recommended that you use only a single Position for a given user account.

5. Make sure the customization package for the user position is published for only one of the user responsibilities.

6. Verify that the email address you use in the Outlook account in the profile where you install Siebel CRM Desktop is the same as the email address for this employee record on the Siebel Server.

7. Make sure you uploaded and published the customization package on the Siebel Server.

   For more information, see About the Customization Package.

8. Make sure the number of records for each type of Siebel object, such as accounts, is limited to an amount that the local email folder and environment can accommodate.

   This amount depends on the following items:

   • Size of the Outlook folder

   • The Outlook version

   • Where Siebel CRM Desktop stores the databases

   • Connectivity

   • Hard disk space on the client and on the computer

   • Capabilities of the client computer

   • And so on

   It is recommended that you test these amounts in a test environment before you deploy Siebel CRM Desktop to all users. For more information, see Controlling the Number of Records That Synchronize.