Installing the Offline Edition
Before you begin. All users except those with the Service Representative or Service Manager roles have the Offline privilege enabled to install the Offline edition of Siebel CRM On Demand. You may set up the Service Representative and Service Manager roles with the privilege required to install the Offline Edition using role management. Make sure your computer meets the system requirements shown in the System Requirements section in Siebel CRM On Demand. For the path to that page, see Working with Other Applications.
To use the Offline edition of CRM On Demand, install it on your laptop or desktop computer.
To install the Offline edition
- Sign in to Siebel CRM On Demand.
- Click the MySetup link at the top of any page.
- On the Personal Homepage, click the Data & Integration Tools link.
- On the Data & Integration Tools page, click the Siebel Offline On Demand link.
- On the Siebel Offline On Demand page, read the information and then click the Download Siebel Offline On Demand link.
- Repeat Step 5.
- In the window, you can:
- Click Save to copy the Offline_OnDemand.exe file to your hard drive to install while you are offline. (Recommended)
- Click Open to begin the installation. You need to stay connected to the Internet to continue with the installation.
- Follow the instructions to complete the installation.
- If you copy the file, open the Offline_OnDemand.exe file.
If you accept the default location, the Offline_OnDemand.xls file is saved in the c:\Siebel\Offline OnDemand folder.
- If you receive a message about enabling macros when opening Offline_OnDemand.xls, make sure you Enable macros and select the option to always trust macros from Siebel.
Tip: When you work offline, the Offline On Demand icon on your taskbar is an Microsoft Excel icon.
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