Initializing Siebel Outlook Add-In

The following procedure describes how to initialize Siebel Outlook Add-In.

To initialize Siebel Outlook Add-In

1. Start Microsoft Outlook on the user’s computer.

2. Select File, Options, then Add-Ins.

3. Select the Siebel Outlook Add-in and click on Add-in Options button and enter the following values in the property page:

   • Siebel Client URL:https://<hostname>:<port>/siebel/app/callcenter/enu

   • Data Source URL: https://<hostname>:<port>/siebel/app/eai/enu

   • UserName: The username used to log into the Siebel Web Client, for example FALLEN.

   • Password: The password associated with that user.

   The values in the property page will be stored in Windows registry table in the location HKEY_CURRENT_USER\SOFTWARE\Siebel Systems, Inc.\Siebel Outlook Add-In. Note that these values can also be pre-populated for the user via Group Policy or other systems management software:

   Client Parameter Name	Registry Name	Description
   Siebel Client URL	URL	Used as the basis for the URL that will be opened if the user clicks the “Go” button while using the Add-in features.
   Data Source URL	EAIURL	The URL of the EAI Manager that will be used to see the local cache with Accounts, Contacts, and other items to be linked to Outlook items.
   UserName	EAIUserId	The user’s login name—used to authenticate against the EAI Object Manager to download data for the local cache.
   Password	EAIPassword	The user’s password.