1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. Using the Metadata to Control Siebel CRM Desktop

Using the Metadata to Control Siebel CRM Desktop

You can use the metadata to control Siebel CRM Desktop. For example, you can set limits for the following items:

  • Length of a repeating Calendar entry

  • Size of a file attachment

  • Visibility of an object

The files that this topic describes are part of the customization package. You can use any editor that supports editing in JavaScript or XML, such as Notepad, to modify one of these files.

To use the metadata to control Siebel CRM Desktop

  1. Set the maximum number of days, weeks, months, or years that Siebel CRM Desktop creates for a repeating Calendar entry that does not match a Siebel CRM repeating pattern. You modify the recurrence_processing.js file. Use values from the following table.

    Variable with Default Value Description

    var daily_max_length = 12

    Sets the maximum number of months that Siebel CRM Desktop uses when it creates a repeating Calendar entry. This Calendar entry occurs daily.

    var weekly_max_length = 12

    Sets the maximum number of months that Siebel CRM Desktop uses when it creates a repeating Calendar entry. This Calendar entry occurs weekly.

    var monthly_max_length = 24

    Sets the maximum number of months that Siebel CRM Desktop uses when it creates a repeating Calendar entry. This Calendar entry occurs monthly.

    var yearly_max_length = 60

    Sets the maximum number of months that Siebel CRM Desktop uses when it creates a repeating Calendar entry. This Calendar entry occurs yearly.

  2. Set limits. You modify the business_logics.js file. Use values from the following table.

    Variable with Default Value Description

    var max_attach_file_size = 5

    Sets the maximum size in megabytes of an attachment file in Outlook.

    var action_selection_limit = 30

    Sets the maximum number of items that Siebel CRM Desktop can process if the user runs a toolbar command. For example, if you set var action_selection_limit to 30, then the user can choose only 30 records in Outlook, and then use the toolbar in Outlook to run a command. An example command is Email to Contacts. You can modify this limit to avoid undesirable performance.

  3. Edit the siebel_meta_info.xml file, using values from the following table. For more information, see Customizing Meta Information.

    Variable Description

    max_commands_per_batch

    Sets the maximum number of commands for each batch. For more information, see Common Settings Tag of the Siebel Meta Information File.

    max_ids_per_command

    Sets the maximum number of object IDs. For more information, see Common Settings Tag of the Siebel Meta Information File.

    open_with_url_tmpl

    Sets a template for the code that Siebel CRM Desktop uses to create a URL to open the Siebel Web Client. For more information, see Setting the URL That Siebel CRM Desktop Uses to Open the Siebel Web Client.

    ViewMode

    Sets the visibility of an object. You can use one of the following values:

    • Sales Rep

    • Personal

    • Organization

    • All

    For example, ViewMode = Sales Rep.

    The value you set is specific to each object. In general, you set ViewMode to Sales Rep for an object that a position determines. Examples of an object that a position determines include a contact, account, or opportunity. For more information, see Controlling the View Mode During Synchronization According to Object Type.