1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. Setting the URL That Siebel CRM Desktop Uses to Open the Siebel Web Client

Setting the URL That Siebel CRM Desktop Uses to Open the Siebel Web Client

You can specify the URL that Siebel CRM Desktop uses to open the Siebel Web Client when the user clicks the Siebel icon on the Siebel CRM Desktop toolbar. The user can navigate to the Siebel Web Client from the context of a record in Outlook to examine more details about the record. This feature is useful if the user must do work that requires data from the Siebel Web Client that is not available in Outlook. Siebel CRM Desktop does the following work:

  • If the user clicks the Siebel icon on the Siebel CRM Desktop toolbar, or if the user clicks the Siebel icon on the Extension Bar of the form, then Siebel CRM Desktop opens a new browser window for the Siebel Web Client. Siebel CRM Desktop displays the detail form of the record that is currently chosen in Outlook. For example, a contact, an opportunity, or an account. The Siebel URL that you specify determines the browser window that Siebel CRM Desktop opens.

  • If the user clicks the record but the record does not reside on the Siebel Server, or if the user does not possess visibility to this record, then Siebel CRM Desktop displays a message that is similar to This Record is Not Found in Siebel. This situation can occur if the user creates the record in Outlook but the record is not synchronized to the server.

  • Does not display the button if the user chooses a contact that is not shared in Outlook.

  • Does not display the button if the user chooses a native Outlook contact in Outlook.

  • Displays an error message in the Siebel Web Client if the user does not possess direct visibility to the record. The user responsibility determines this visibility.

For more information, see Customizing Meta Information. For more information about templates, see the information about the open_with_url_tmpl variable in Using the Metadata to Control Siebel CRM Desktop.

To set the URL that Siebel CRM Desktop uses to open the Siebel Web Client

  1. Use an XML editor to open the siebel_meta_info.xml file.

    For more information, see Files That the Customization Package Contains.

  2. Locate the definition of the object type for the TypeId attribute of the object tag.

    Examples of these object types include account, contact, opportunity, activity, and so on.

  3. Modify and then insert the open_with_url_tmpl tag in the object element of the object type that Siebel CRM Desktop must open in the Siebel Web Client.

    For more information, see Open With URL Template Tag of the Siebel Meta Information File

  4. Repeat steps 1 and steps 3 for each type of object that Siebel CRM Desktop must open in the Siebel Web Client.