Contents

• Title and Copyright Information
• Preface

1 What’s New in This Release

• What’s New in Siebel CRM Desktop for Microsoft Outlook Administration Guide, Version 3.10, Rev. A

2 Overview of Siebel CRM Desktop for Microsoft Outlook

• Overview of Siebel CRM Desktop for Microsoft Outlook
• Benefits of Using Siebel CRM Desktop
• Scenarios for Using Siebel CRM Desktop
  • Scenario for Working with an Opportunity
  • Scenario for Managing Contact Information
  • Scenario for Managing Account Information
  • Scenario for Creating a Relationship Between an Email an Opportunity
  • Scenario for Managing an Opportunity
• Overview for Using This Book
  • Getting Help From Oracle

3 How Siebel CRM Desktop Works

• How Siebel CRM Desktop Works
• Overview of How Siebel CRM Desktop Works
  • Extensions to the Microsoft Outlook User Interface
  • Infrastructure That Siebel CRM Desktop Uses
  • Architecture That Siebel CRM Desktop Uses
    • Overview of How Siebel CRM Desktop Synchronizes Data
    • How Siebel CRM Desktop Stores Siebel CRM Data
• How Siebel CRM Desktop Uses the Siebel Enterprise
  • Siebel Enterprise Components That Siebel CRM Desktop Uses
  • About the Web Service API
  • About the PIM Client Sync Service Business Service
  • About the EAI Siebel Adapter Business Service
  • About Integration Objects
    • Siebel Message Usage with the EAI Siebel Adapter
    • Integration Objects That Siebel CRM Desktop Uses
  • User Details Business Component
  • About Authentication and Session Management
• Metadata That Siebel CRM Desktop Uses
  • Relationships Between Users, Responsibilities, Customization Packages, and Metadata Files
    • How Siebel CRM Desktop Allows Users to Access Siebel CRM Data
  • About the Customization Package
  • About Metadata Files
    • How Siebel CRM Desktop Reuses, Modifies, and Updates Metadata Files
  • About Metadata Administration

4 How Siebel CRM Desktop Handles Siebel CRM Data

• How Siebel CRM Desktop Handles Siebel CRM Data
• How Siebel CRM Desktop Handles Activities
  • Overview of How Siebel CRM Desktop Handles Activities
  • How Activities Are Created or Modified
  • How Siebel CRM Desktop Processes Activities
    • How Siebel CRM Desktop Creates Corresponding Native Microsoft Outlook Items
  • How Siebel CRM Desktop Resolves Participants and Email Recipients of Activities
    • How Siebel CRM Desktop Resolves Meeting Attendees
    • How Siebel CRM Desktop Resolves Owners and Assignees
    • How Siebel CRM Desktop Resolves Email Recipients
  • How Siebel CRM Desktop Displays Activities in Microsoft Outlook
  • How Siebel CRM Desktop Sets the Primary Employee of Activities
    • How Siebel CRM Desktop Sets the Primary Employee of a Calendar Appointment
    • How Siebel CRM Assigns Meeting Organizers
    • How Siebel CRM Desktop Sets the Primary Employee
  • How Siebel CRM Desktop Handles Attachments
• How Siebel CRM Desktop Handles Shared Activities
  • How the Origin of an Activity Affects Handling
    • How the Origin of an Activity Affects Handling if the Item Originates in Siebel CRM
    • How the Origin of an Activity Affects Handling if the Item Originates in Microsoft Outlook
  • How Siebel CRM Desktop Handles a Microsoft Outlook Meeting That Includes Multiple Attendees
  • How Siebel CRM Desktop Handles a Shared Microsoft Outlook Calendar Appointment That Is Declined
• How Siebel CRM Desktop Handles Microsoft Outlook Calendar Data
  • How Siebel CRM Desktop Handles Microsoft Outlook Calendar Items That Users Save, Change, or Delete
  • How Siebel CRM Desktop Handles Siebel CRM Activities That Users Save, Modify, or Delete
  • How Siebel CRM Desktop Handles a Calendar Appointment
    • How Siebel CRM Desktop Correlates Siebel CRM Activities with PIM Data in Microsoft Outlook
    • How Siebel CRM Desktop Uses Natural Keys to Identify Duplicate Activities
    • How Siebel CRM Desktop Handles a Repeating Calendar Appointment
    • How CRM Desktop Handles Invitee Lists for a Calendar Appointment
  • How Siebel CRM Desktop Handles a Repeating Calendar Appointment
• How Siebel CRM Desktop Handles Microsoft Outlook tasks
• How Siebel CRM Desktop Handles Microsoft Outlook Email Messages
  • How Siebel CRM Desktop Handles Siebel CRM Data with Automatic Email Processing
  • How Siebel CRM Desktop Handles Siebel CRM Data with Manual Email Processing
• How CRM Desktop Displays Data That Is Not Directly Visible
  • Complete Records
  • Incomplete Records
  • How Users Associate Complete and Incomplete Records
  • Example of Using Complete and Incomplete Records
• How a User Can Link Siebel CRM Records to Microsoft Outlook Records
• How Siebel CRM Desktop Handles Items If the User Removes the CRM Desktop Add-In
  • How CRM Desktop Handles Unshared Items if the User Removes Siebel CRM Desktop

5 How Siebel CRM Desktop Synchronizes Data

• How Siebel CRM Desktop Synchronizes Data
• How Siebel CRM Desktop Synchronizes Data Between the Client and the Siebel Server
  • How Siebel CRM Desktop Synchronizes Data During the Initial Synchronization
  • How Siebel CRM Desktop Synchronizes Data During an Incremental Synchronization
    • How Siebel CRM Desktop Handles Changes to Login Credentials
  • How Siebel CRM Desktop Synchronizes Siebel CRM Data
  • How Siebel CRM Desktop Manages Synchronization Duration
  • Situations Where Siebel CRM Desktop Reinstalls the Data Structure
    • The Customization Package Changed
    • The Customization Package Changed But the Data Structure Has Not Changed
    • How Siebel CRM Desktop Prevents Data Loss if the User Deletes Customization Package Files
    • Affect of a Connectivity Failure
  • Factors That Determine the Data That Siebel CRM Desktop Synchronizes
    • How Filters Reduce the Data That Siebel CRM Desktop Synchronizes
    • Objects That Are Enabled for Synchronization
    • How Differences Between Microsoft Outlook and the Siebel Server Affect Synchronization
• How Siebel CRM Desktop Handles Synchronization Duplicates and Errors
  • How Siebel CRM Desktop Avoids Duplicate Data
  • How Siebel CRM Desktop Handles Synchronization Errors
    • How Siebel CRM Desktop Handles Errors While Downloading the Customization Package
    • How Siebel CRM Desktop Determines Compatibility
    • How Siebel CRM Desktop Handles Incompatible Customization Packages

6 Installing Siebel CRM

• Installing Siebel CRM
• Roadmap for Installing Siebel CRM Desktop
• Process of Preparing the Siebel Server
  • Preparing the Implementation Environment for Siebel CRM Desktop
  • Administering Metadata Files
  • Creating and Publishing the Customization Package
    • Guidelines for Assigning Responsibilities to Customization Packages
    • Republishing Customization Packages
  • Administering Server Variables
• Overview of Installing the CRM Desktop Add-In
  • About Files, File Locations, and Profiles
    • Caution About Changing the Default Mail Delivery Location
    • Installing an Add-in Profile That Includes a Microsoft Exchange Mail Account
  • Changes That Siebel CRM Desktop Makes During Installation
    • Where Siebel CRM Desktop Stores Data in the File System
    • Changes That Siebel CRM Desktop Makes in the Windows Registry
    • Changes That Siebel CRM Desktop Makes to Settings in Microsoft Outlook
• Process of Installing the CRM Desktop Add-In
  • Preparing Your Environment for Installation
  • Installing the CRM Desktop Add-In
    • How Siebel CRM Desktop Installs the Siebel CRM Desktop Profile
• Options for Installing the CRM Desktop Add-In
  • Customizing the First Run Assistant
    • Customizing How First Run Assistant Uses the Customization Package
    • Customizing How Siebel CRM Desktop Connects to the Internet
    • Changing Behavior of the CRM Desktop-Login Dialog Box
    • Customizing How the First Run Assistant Performs the Initial Synchronization
    • Customizing How Siebel CRM Desktop Shares Native Microsoft Outlook Items
    • Suppressing the Dialog Boxes That First Run Assistant Displays
  • Configuring Contact Conversion Options for First Run Assistant
    • Modifying the Default Button of the Confirm Outlook Contact Conversion Dialog Box
    • Always Converting Contacts
    • Never Converting Contacts
  • Storing Siebel Object Types in Microsoft Outlook Storage
  • Installing Siebel CRM Desktop in the Background
    • Using Microsoft System Center Configuration Manager to Install Siebel CRM Desktop
    • Using a Windows Group Policy to Install Siebel CRM Desktop
  • Using the Windows Command Line to Set Optional Parameters
    • Guidelines for Using Synchronization Log Parameters
    • Hiding Dialog Boxes That Require User Input
    • Setting the Installation Directory of the CRM Desktop Add-In
    • Setting the URL for the Siebel Server
• Troubleshooting Siebel CRM Desktop Installation

7 Administering Siebel CRM Desktop

• Administering Siebel CRM Desktop
• Controlling the Behavior of Siebel CRM Desktop
  • Using the Windows Registry to Control Siebel CRM Desktop
    • Configuring Siebel CRM Desktop to use HTTPS
    • Overriding Windows Registry Keys That Locate the Siebel Server
  • Using the Metadata to Control Siebel CRM Desktop
    • Setting the URL That Siebel CRM Desktop Uses to Open the Siebel Web Client
• Controlling How Siebel CRM Desktop Handles CRM Data
  • Controlling How Siebel CRM Desktop Assigns Calendar Appointment Owners
  • Controlling How Siebel CRM Desktop Handles Email Attachments
  • Controlling the Maximum Size of an Attachment
  • Controlling How Siebel CRM Desktop Handles Archived Items
    • How Siebel CRM Desktop Distinguishes Between Outlook Archive Items and Deleted Items
  • Storing Objects in a Database to Improve Performance
    • Objects That You Must Not Store in a Database
• Removing Siebel CRM Desktop
  • Removing the CRM Desktop Add-In for a Single User
  • Removing the CRM Desktop Add-In for Multiple Users
  • Controlling the Data That Siebel CRM Desktop Removes
• Administering Logging
  • Log Files You Can Use with Siebel CRM Desktop
  • Assigning Logging Profiles for Siebel CRM Desktop
    • Setting Logging Verbosity
  • Creating Custom Logging Profile
  • Creating Installation Log Files for Siebel CRM Desktop
  • Administering Logging on the Siebel Server
  • Using Script to Modify Logging Levels
• Troubleshooting Problems That Occur with Siebel CRM Desktop
  • Troubleshooting Problems That Occur When Siebel CRM Desktop Connects to the Siebel Server
  • Troubleshooting Problems That Occur During Synchronization
    • Resolving Exceeded Row Size Problems

8 Controlling Synchronization

• Controlling Synchronization
• Controlling Synchronization Filters
  • Controlling the Object Types That Siebel CRM Desktop Displays in the Filter Records Tab
  • Controlling the Synchronization Exceptions Button In the Filter Records Tab
    • Examples of How Siebel CRM Desktop Uses the Exclusions List
    • How Siebel CRM Desktop Adds Accounts, Contacts, and Opportunities to the Exclusions List
  • Controlling the Date Range in the Filter Records Tab
    • Customizing the Predefined Date Ranges
  • Controlling the Fields That Display in a Filter
• Controlling Synchronization Time, Day, and Size
  • Overview of Controlling Synchronization Frequency
  • Controlling the Synchronization Intervals That Display in the Synchronization Tab
    • Controlling the Predefined Synchronization Intervals
    • How Siebel CRM Desktop Automatically Synchronizes If it Is Offline
  • Controlling the Time and Day When Synchronizations Occur
    • Coding the Delays Schedule Tag
  • Controlling the Size and Type of Synchronized Records
  • Synchronizing All Changes or Only Local Changes
  • Controlling the Number of Records That Synchronize
  • Configuring Siebel CRM Desktop to Disregard Erroneous Data That Users Modify
  • Controlling the Number and Size of Batch Requests
• Controlling Other Configurations That Affect Synchronization
  • Configuring How CRM Desktop Gets Updates That Occur During Synchronization
  • Configuring CRM Desktop to Synchronize Private Activities
  • Allowing Users to Open Top-Level Objects from the Control Panel
  • Controlling the View Mode During Synchronization According to Object Type
    • Example That Controls the View Mode During Synchronization According to Object Type
  • Controlling How Siebel CRM Desktop Deletes Records During Synchronization
    • How the Number of Deleted Records Determines Delete Confirmation
    • Setting the Delete Confirmation Mode Attribute
    • Specifying the Type of Object the User Can Confirm for Deletion
• Resolving Synchronization Conflicts
  • Overview of Synchronization Conflicts
    • How the Auto Resolver Resolves Conflicts
  • Configuring Siebel CRM Desktop to Resolve Synchronization Conflicts
  • Examples of Auto Resolver Rules
    • Rule That Resolves Association Conflicts
    • Rule That Resolves Conflicts for Objects Types
    • Rule That Resolves Conflicts for Fields

9 Customizing Siebel CRM

• Customizing Siebel CRM
• Overview of Customizing Siebel CRM
  • Customizing How Siebel CRM Desktop Processes Objects
  • Customizing Field Mapping
  • Customizing Synchronization
  • Customizing Forms
    • Validation Rules You Can Configure for Custom Forms
    • Business Logic That You Can Configure for Custom Forms
  • Customizing Toolbars
  • Customizing Dialog Boxes
  • Customizing Views
  • Customizing the SalesBook Control
  • Customizing Meta Information
  • Customizations That Oracle Does Not Support
    • Files That You Must Not Modify
    • Functions That You Must Not Modify
  • Using Siebel Tools
    • Checking Out Projects in Siebel Tools
    • Displaying Object Types in Siebel Tools
  • Customizing Form Handlers
    • Overview of Customizing Form Handlers
    • Customizing Form Functions
    • Customizing Event Connectors
    • Customizing Triggers
    • Customizing Defaulting
  • Registering Form Controls
    • Registering Autocomplete Controls
    • Registering View Controls
    • Registering MVG Controls
• Customizing Field Behavior
  • Displaying Siebel CRM Fields
  • Hiding Siebel CRM Fields
  • Adding Custom Fields
  • Making Fields Read-Only
  • Adding Default Values to Fields
    • Setting Default Values
  • Adding Postdefault Values to Fields
  • Updating One Field If the User Modifies Values In Another Field
  • Creating Calculated Fields
    • Alternative Ways to Create Calculated Fields
• Customizing UI Behavior
  • Customizing the Product Name
  • Customizing the Email Address of the Support Team
  • Controlling Buttons That Send Email Messages and Set Up Meetings
  • Controlling the New Button in the Sales Book
  • Controlling the Search in Siebel Button That Does Online Lookup
    • Setting the Scope for Online Lookup
  • Controlling How Siebel CRM Desktop Pins Objects
    • Controlling How Long Siebel CRM Desktop Pins Objects
    • Controlling the Pin Period for Contacts in the Activity Form
    • Controlling the Pin Period for Contacts in the Opportunity Form
  • Controlling How Siebel CRM Desktop Sorts Records in Comboboxes
  • Controlling How Siebel CRM Desktop Handles Data That Is Not Directly Visible
    • Using Query By Id to Hide Data That is Not Directly Visible
    • Using Query By Id to Synchronize Only My Accounts and Activities
    • Using Filters to Hide Data That Is Not Directly Visible
  • Controlling How Siebel CRM Desktop Adds Deleted Items to the Exclusion List
  • Preventing Users from Deleting Records
    • Preventing Users from Deleting Records According to Conditions
    • Preventing Users from Deleting Contacts According to Conditions
  • Preventing Users from Deleting Calendar Items and Activities According to Conditions
  • Preventing Users from Creating New Objects
  • Making Forms Read-Only
    • Making Top-Level Objects in Forms Read-Only
    • Allowing Users to Add New Records in Read-Only Forms
  • Controlling Access to Object Types
    • Making Object Types Read-Only
    • Preventing Users From Deleting Object Types
    • Preventing Users From Removing Links Between Object Types
  • Localizing Strings
  • Localizing the Forms Files
• Validating the Data That Users Enter
  • Preparing to Use Validation
  • Making Sure Users Enter Information in a Field
  • Making Sure Users Enter Unique Values
  • Making Sure Users Do Not Exceed the Maximum Number of Characters
  • Creating Custom Validations
    • Example of Creating a Custom Validation
• Process of Adding Custom Objects
  • Creating the Custom Object
    • Creating a Set of Fields for the Custom Object
    • Specifying the Many-To-Many Relationships
    • Specifying the List
  • Defining Synchronization for Custom Objects
  • Adding Custom Views in Microsoft Outlook
  • Defining the User Interface
    • XML Code That Creates Cells
    • Correct Usage of the Forms File and Object ID
  • Defining Validation Rules
  • Defining Validation Rules for a Phone Number
  • Adding Custom Logic
  • Defining the Toolbar
  • Defining the Logic for Custom Forms
• Adding Custom Dialog Boxes
  • Specifying the Layout of the Dialog Box
    • Guidelines for Sizing Controls in Cells
• Removing Customizations
• Removing Child Objects
  • Example of Removing Child Objects
  • Commenting in XML
  • Commenting in JavaScript
• Troubleshooting Problems That Occur When You Customize Siebel CRM Desktop
  • Debugging in Siebel CRM Desktop

10 Customizing Picklists

• Customizing Picklists
• Overview of Customizing Picklists
  • Picklist Object Structure That Siebel CRM Desktop Uses
• Modifying the Values That Predefined Static Picklists Display
• Modifying the Values That Predefined Lists of Values Display
• Process of Creating Predefined Picklists
  • Identifying Predefined Picklist Objects in Siebel CRM
  • Creating an Integration Object for the Contact Method Picklist
  • Extending an Integration Object for the Contact Method Picklist
    • Requirements for the Sequence Property
  • Adding Fields to the Customization Package
    • Specifying Attributes of the Pick List Element
    • Code That Creates a New Object Type for the Pick List
    • Code That Creates a Map Between the Siebel Server and Siebel CRM Desktop
    • Mapping Child Objects for a Custom Picklist
  • Customizing the Physical Layout for the Pick List
    • Code That Creates the Label for a Custom Field
    • Code That Creates the Custom Field
  • Publishing and Testing Picklists
• Process of Creating Custom Static Picklists
  • Modifying Siebel CRM Objects to Support Static Picklists
  • Adding Fields to the Metadata to Support Static Picklists
    • About the Predefined List of Values Object
  • Adding Fields to the Basic Mapping to Support Static Picklists
  • Modifying the Basic Mapping to Store Values for Static Picklists
  • Modifying the Form to Support Static Picklists
  • Uploading and Testing Your Static Picklist
• Creating Static Picklists That Use Long Values
• Process of Creating Dynamic Picklists
  • Modifying Siebel CRM Objects to Support Dynamic Picklists
  • Modifying the Metadata, Basic Mapping, and Forms to Support Dynamic Picklists
• Process of Creating Dynamic Picklists That Use Custom Objects
  • Modifying the Business Component
  • Creating an Integration Object
  • Modifying Siebel CRM Desktop to Support the New Integration Object
  • Modifying the Remaining Siebel CRM Desktop Objects
• Process of Creating Dynamic Picklists That Use a SalesBook Control
  • Modifying Siebel CRM Objects to Support a Dynamic Picklist That Uses a SalesBook Control
  • Modifying the Metadata
  • Modifying the Basic Mapping and Connector Configuration
  • Defining the View
  • Modifying the Business Logic and Testing Your Work
  • Defining Multiple Linked Fields
  • Code That Creates the View Definition That the SalesBook Control Uses
• Process of Creating Hierarchical Picklists
  • Modifying Siebel CRM Objects to Support Hierarchical Picklists
  • Modifying the Metadata to Support Hierarchical Picklists
  • Modifying the Basic Mapping and Forms to Support Hierarchical Picklists
  • Linking Fields and Testing Your Hierarchical Picklist
• Configuring Unbounded Picklists
  • Configuring an Unbounded Picklist That Adds New Values to Fields
  • Configuring an Unbounded Picklist That Adds New Values to Fields and to the Picklist
• Configuring Lists of Values to Support Multiple Languages

11 Customizing Multi-Value Groups

• Customizing Multi-Value Groups
• Overview of Customizing Multi-Value Groups
• Process of Creating MVG Fields
  • Identifying Predefined MVG Objects in Siebel CRM
  • Process of Making Siebel CRM Data Available to Add an MVG
    • Creating an Integration Object for the Channel Partner MVG
    • Creating an Integration Component for the Channel Partner MVG
    • Extending an Integration Object for the Primary Id Field
  • Process of Modifying the Customization Package to Add an MVG
    • Adding a Custom Object
    • Adding the MVG Link
    • Adding the Primary Field
    • Adding a Field
    • Adding a Lookup View
    • Adding a Label, a Button, and a Selector Control
    • Customizing the Validation Message and Labels
  • Publishing and Testing a Custom MVG Field
  • Example Code You Use to Add an MVG
    • Code That Adds a Custom Object Type
    • Code That Maps a Custom Object
    • Code That Configures Synchronization for a Custom Object
    • Code That Adds a Lookup View
    • Code That Adds a View
    • Code That Adds a New Association
    • Code That Creates a SalesBook Control
• Making an MVG Field a Required Field
  • Code That Renders an Autocomplete List
• Configuring Autocomplete Lists and Primary Selectors for MVGs
  • Configuring Siebel CRM Desktop to Use Autocomplete Lists or Primary Selectors in MVGs

12 Customizing Authentication

• Customizing Authentication
• Overview of Customizing Authentication
  • Authentication That Comes Predefined with Siebel CRM Desktop
    • Direct Connection
    • Single Sign On
  • Types of Authentication That You Can Use With CRM Desktop SSO
    • Interactive Authentication
    • How Siebel CRM SSO Starts and Stops Interactive Authentication
    • Noninteractive Authentication
    • Benefits and Challenges of Using Noninteractive Authentication
  • Single Sign On Services That CRM Desktop SSO Supports
• Installing CRM Desktop SSO
  • Setting Windows Registry Keys to Enable CRM Desktop SSO
  • Options for Installing CRM Desktop SSO
    • Installing CRM Desktop SSO If You Use Autoupdate
    • Installing CRM Desktop SSO If You Do Not Use Autoupdate
    • Using the Windows Command Line to Set Optional Parameters for Siebel CRM SSO
    • Abbreviating the Installation Procedure
    • Setting the Installation Directory for CRM Desktop SSO
  • Removing or Upgrading CRM Desktop SSO
    • Removing CRM Desktop SSO for a Single User
    • Upgrading CRM Desktop SSO
• About CRM Desktop SSO Architecture
  • Architecture That CRM Desktop SSO Uses
  • Flow That CRM Desktop SSO Uses During Authentication
  • Flow That the CRM Desktop SSO DLL Uses
  • Architecture That an SSO Session Uses
    • SSO Script Lifecycle
    • SSO Script Operation
    • Cookie Handling
  • How CRM Desktop SSO Handles Errors
    • How the SSO Script Sends an Error to the Connector
    • How the SSO Script Logs Errors and Messages
  • Modifying SSO JavaScript
• CRM Desktop SSO Objects You Can Customize
  • SSO Client Object
    • Create Request Function
    • Create Response Function
    • Decode URL Function
    • Encode URL Function
    • Exception Occurred Function
    • Get Platform Cookie Function
    • Interactive Function
    • Request Handler Function
    • Set Platform Cookie Function
    • Other Functions That the SSO Client Object Includes
  • Logger Object
  • Settings Cache Object
  • Settings Object
  • Request Object
  • Response Object
  • Content Object
  • Header Object
    • Get Header Name Function
    • Get Header Value Function
    • Add Header Function
  • Credentials Object
    • Set User Name Function
    • Set Password Function
    • Set Authorization Schemes Function
  • Interactive State Object
  • Dialog Object
  • Example Code That Customizes CRM Desktop SSO

13 Reference Information for Siebel CRM

• Reference Information for Siebel CRM
• Registry Keys You Can Use with Siebel CRM Desktop
  • Registry Keys That Affect Siebel CRM Desktop Behavior
  • Registry Keys That Affect Credentials
  • Registry Keys That Affect CRM Desktop SSO
    • Windows Registry Keys You Must Set to Enable CRM Desktop SSO
    • Registry Keys That Control SSO for Siebel CRM Desktop
    • Registry Keys That Control SSO for Credentials
• Parameters You Can Use with Log Files
  • Parameters You Can Use with the General Log
  • Parameters You Can Use with the Exception Log
  • Parameters You Can Use with the Crash Log
  • Parameter You Can Use with the SOAP Log
  • Parameters You Can Use with the Synchronization Log
• Filters in the CRM Desktop Filter - Edit Criterion Dialog Box
• Threshold That Siebel CRM Desktop Uses to Display the Confirm Synchronization Tab
• Files That the Customization Package Contains
  • Files in the Customization Package
  • JavaScript Files in the Customization Package
  • JavaScript Files That Siebel CRM Desktop Uses Internally
• Microsoft Outlook Field Types and Equivalent Convertor Classes
  • Example of a Number Field
  • Example of a String Field
  • Example of a Datetime Field
  • Example of a Boolean Field

14 How Siebel CRM Desktop Maps Fields Between Siebel CRM Data and Microsoft Outlook Data

• How Siebel CRM Desktop Maps Fields Between Siebel CRM Data and Microsoft Outlook Data
• How Siebel CRM Desktop Maps Fields Between Siebel Activities and Outlook Calendar
  • How Siebel CRM Desktop Handles Private Activities
  • How Siebel CRM Desktop Maps the Priority Field
• How Siebel CRM Desktop Maps Fields Between Siebel Activities and Outlook To Do Items
  • How Siebel CRM Desktop Maps the Owner Field Between Siebel CRM Activities and Outlook To Do Items
  • How Siebel CRM Desktop Maps the Status Field of an Activity
• How Siebel CRM Desktop Maps Fields Between Siebel CRM Activities and Outlook Emails
• How Siebel CRM Desktop Transforms Objects Between Siebel CRM Data and Microsoft Outlook Data
  • How Siebel CRM Desktop Transforms a Calendar Event That Does Not Repeat
  • How Siebel CRM Desktop Transforms a Repeating Calendar Event That Matches a Siebel Repeating Pattern
  • How Siebel CRM Desktop Transforms a Repeating Calendar Event That Does Not Match Siebel Repeating Patterns
  • How Siebel CRM Desktop Transforms Siebel CRM Activities That Do Not Repeat
  • How Siebel CRM Desktop Transforms Siebel CRM Activities That Repeat
  • How Siebel CRM Desktop Maps Fields Between a Siebel Calendar Appointment and a Microsoft Outlook Calendar Appointment

15 XML Files Reference

• XML Files Reference
• Getting Information About Tags of the Metadata Files
• XML Code That Maps a Field
  • Example Code of the Siebel Basic Mapping File
  • Type Tag of the Siebel Basic Mapping File
  • Form Tag of the Siebel Basic Mapping File
  • Alt Message Classes Tag of the Siebel Basic Mapping File
  • Custom Views Tag of the Siebel Basic Mapping File
  • Field Tag of the Siebel Basic Mapping File
  • Writer Tag of the Siebel Basic Mapping File
• XML Code That Customizes Platform Configuration
• XML Code That Customizes Synchronization
  • Example Code of the Connector Configuration File
  • Types Tag of the Connector Configuration File
  • Type Tag of the Connector Configuration File
  • View Tag of the Connector Configuration File
  • Synchronizer Tag of the Connector Configuration File
  • Links Tag of the Connector Configuration File
    • Example Code of the Links Tag
  • Natural Keys Tag of the Connector Configuration File
    • Example Code of the Natural Keys Tag
  • Filter Presets Tag of the Connector Configuration File
    • Example Code of the Filter Presets Tag
    • Example Code That Sets the Size and Type of Field
• XML Code That Customizes Forms
  • Form Tag of the Forms File
    • Example Code of the Form Tag
  • Validation Rules Tag of the Forms File
    • Example Code of the Validation Rules Tag
  • Script Tag of the Forms File
    • Example Code of the Script Tag
  • Info Bar Tag of the Forms File
  • Page Tag of the Forms File
    • Example Code of the Page Tag
    • Cell Tag of the Page Tag of the Forms File
  • Stack Tag of the Forms File
    • Example Code of the Stack Tag
  • Control Tag of the Forms File
    • Example Code of the Control Tag
    • Making Sure Tab Order Is Unique
  • Types of Controls for the Control Tag of the Forms File
    • Values of the Control Tag of the Forms File
    • Combobox Control of the Forms File
    • Dropdown Control of the Forms File
    • Lookup Control of the Forms File
    • Multicurrency Control of the Forms File
    • MVG Primary Selector Control of the Forms File
    • Subform Control of the Forms File
    • Web Page Control of the Forms File
• XML Code That Customizes Toolbars
  • Example Code of the Toolbars File
  • Toolbars Tag of the Toolbars File
    • Button Tag of the Toolbars Tag of the Toolbars File
• XML Code That Customizes Dialog Boxes
  • Dialog Tag of the Dialogs File
  • Layout Tag of the Dialogs File
  • Appearance Tag of the Dialogs File
• XML Code That Customizes Views
• XML Code That Customizes the SalesBook Control
  • Example Code of the Lookup View Definitions File
  • Array Tag of the Lookup View Definitions File
  • Lookup View Definition Tag of the Lookup View Definitions File
• XML Code That Provides Meta Information
  • Siebel Meta Info Tag of the Siebel Meta Information File
  • Common Settings Tag of the Siebel Meta Information File
  • Object Tag of the Siebel Meta Information File
  • Field Tag of the Siebel Meta Information File
  • Extra Command Options Tag of the Siebel Meta Information File
  • Open With URL Template Tag of the Siebel Meta Information File
  • Picklist Tag of the Siebel Meta Information File
  • Master Filter Expression Tag of the Siebel Meta Information File

16 Glossary

• access control
• account
• account team
• ActiveX
• ActiveX control
• activity
• activity (Siebel CRM)
• activity template (Siebel CRM)
• calendar appointment (Microsoft Outlook)
• attendee (Microsoft Outlook)
• authentication
• business component
• business object
• business object (activity)
• business object (interaction)
• child business component
• child record
• client computer
• consumer
• contact
• contact points
• GlobalObjectId
• CRM (Customer Relationship Management)
• CRM contact
• CRM Desktop add-in
• current view
• custom view
• customer
• customer team
• customization
• customization package
• cyclical synchronization
• data synchronization
• DHTML
• direct link
• Dynamic HTML (DHTML)
• encryption
• form
• hash value
• homepage
• household
• inbound Web service
• integration object instance
• interaction (Siebel CRM)
• installation package
• lead
• list view
• lookup control
• meeting
• metadata files
• offline
• online
• opportunity
• organization team
• organizer
• Microsoft Outlook data
• Microsoft Outlook folder
• Microsoft Outlook object
• Microsoft Outlook add-in
• Microsoft Outlook portlet
• Microsoft Outlook standard view
• mvg link
• parent business component
• parent record
• parent-child relationship
• participant
• participant of interaction
• personalization
• PIM
• personal information manager (PIM)
• PIM data
• portlet
• position
• property set
• recipient
• record
• responsibility
• sales team
• side pane
• Siebel Business Application
• Siebel CRM data
• Siebel CRM Desktop
• Siebel Server
• Siebel Web services framework
• SOAP
• Simple Object Access Protocol (SOAP)
• standard Microsoft Outlook
• synchronization
• synchronization filter
• task (Microsoft Outlook)
• task (Siebel CRM)
• Web services