1. Correspondence, Proposals, and Presentations Guide
  2. Preparing for Client-Based Batch Printing

Preparing for Client-Based Batch Printing

When you use client-based batch printing, the Siebel application launches Microsoft Word on your client. The Siebel application retrieves the document from the Siebel File System and prints it to the default printer configured for your desktop session. Before using client-based batch printing, verify that the following tasks are complete:

  • Install Microsoft Word on the client.

  • Configure Internet Explorer to start Microsoft Word.

  • Configure the default printer for your desktop.

To prepare for client-based batch printing, perform the tasks in this topic.

Note: The options in the following procedures can vary depending on the version of Microsoft Office you use.

Configuring Internet Explorer to Enable Client-Based Batch Printing

Complete the following procedure to configure Internet Explorer to enable client-based batch printing.

To configure Internet Explorer to enable client-based batch printing

  1. Start Internet Explorer, and log in to the Siebel Sales application.

  2. In Internet Explorer, select Tools, then Internet Options.

  3. Select the Security tab, and click Custom Level.

    The security zone Siebel uses is highlighted (Local intranet or Trusted). Verify that any other URL in this zone can be trusted with extra security privileges.

  4. In the Security Settings dialog box, locate the following option:

    Initialize and script ActiveX controls not marked safe

  5. Change the option setting to either Enable or Prompt, and click OK.

  6. Click Yes to answer the question, and in the Internet Options dialog box, click OK.

Adding a Printer Connection to Your Desktop

Complete the following procedure to add a printer connection to your desktop.

To add a printer connection to your desktop

  1. Navigate to Start, Settings, and then Printers.

  2. Double-click the Add Printer button.

  3. On the Welcome screen, click Next.

  4. In the Local or Network Printer screen, select Network Printer, and click Next.

  5. In the Locate Your Printer screen, select Type the Printer Name.

  6. Enter the network name of the printer, or click Browse and select the printer, and click Next.

  7. In the Default Printer screen, select either Yes or No, and click Next, and click Finish.

Changing the Default Printer for Client-Based Batch Printing

Complete the following procedure to change the default printer.

To change the default printer for client-based batch printing

  1. Navigate to Start, Settings, and then Printers.

    The current default printer is marked with a check mark.

  2. In the printer list, right-click the printer and select Set as Default.