1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. Relationships Between Users, Responsibilities, Customization Packages, and Metadata Files

Relationships Between Users, Responsibilities, Customization Packages, and Metadata Files

The responsibility that a customization package references creates a relationship between a Siebel CRM Desktop user and a Siebel CRM Desktop configuration. If the package is activated and published, then a user that the responsibility references can download the configuration that the package defines. This configuration is a collection of metadata files that Siebel CRM Desktop stores on the Siebel Server and downloads to Outlook during synchronization.

The example in the following image shows how several users (U1, U2, and U3) are related to several responsibilities (R1, R2, R3, R4, and R5), and how these responsibilities are related to several customization packages (P1, P2, and P3).

Example of Relationships Between Users, Responsibilities, Customization Packages, and Metadata Files: In this image, U1 is related to R1 and R1 is related to P1. U2 is related to R2 and R2 is related to P2. U3 is related to R3, R4, and R5. R3 is related to P3.

Explanation of Callouts

As shown in this image, the following relationships exist between users, responsibilities, customization packages, and metadata files:

  1. CRM Desktop user. The user of an implementation of Siebel CRM Desktop.

  2. Responsibility. A Siebel responsibility, such as Sales Representative. It corresponds to the job role that the user performs.

  3. Customization package. A collection of metadata files. Siebel CRM Desktop creates a relationship between these files and a responsibility. For more information, see About the Customization Package.

  4. Metadata File. A description of Siebel CRM Desktop that Siebel CRM Desktop deploys to Outlook as XML code or JavaScript files. For more information, see About Metadata Files.