Contents
- Title and Copyright Information
- Preface
- 1 What’s New in This Release
- 2 Overview of Oracle CRM On Demand Desktop
- 3 Overview of Oracle CRM On Demand Desktop Lite
- 4 How Oracle CRM On Demand Desktop Works
- How Oracle CRM On Demand Desktop Works
- Extensions to the Microsoft Outlook User Interface
- Overview of Oracle CRM On Demand Desktop Architectural Components
- How Oracle CRM On Demand Desktop Uses Oracle CRM On Demand
- Metadata That Describes the Oracle CRM On Demand Desktop Application
- 5 How Oracle CRM On Demand Desktop Handles Oracle CRM On Demand Data
- How Oracle CRM On Demand Desktop Handles Oracle CRM On Demand Data
- How Oracle CRM On Demand Desktop Handles an Activity
- Overview of How Oracle CRM On Demand Desktop Handles an Activity
- Controlling How Oracle CRM On Demand Desktop Shares Newly Created Microsoft Outlook Items
- How an Activity Is Created or Modified
- How Oracle CRM On Demand Desktop Processes an Activity
- Explanation of Callouts
- How Oracle CRM On Demand Desktop Creates a Corresponding Native Microsoft Outlook Item
- How Oracle CRM On Demand Desktop Resolves Participants and Email Recipients of an Activity
- How Oracle CRM On Demand Desktop Resolves Attendees of a Meeting
- How Oracle CRM On Demand Desktop Resolves a Task Owner and Assignees of a Task
- How Oracle CRM On Demand Desktop Resolves Recipients of an Email
- How Oracle CRM On Demand Desktop Displays an Activity in Microsoft Outlook
- How Oracle CRM On Demand Desktop Sets the Owner of an Activity
- How Oracle CRM On Demand Desktop Handles a Shared Activity
- How Oracle CRM On Demand Desktop Handles Microsoft Outlook Calendar
- How Oracle CRM On Demand Desktop Handles a Microsoft Outlook Calendar Item That the User Saves, Changes, or Deletes
- How Oracle CRM On Demand Desktop Handles an Oracle CRM On Demand Activity That the User Saves, Changes, or Deletes
- How Oracle CRM On Demand Desktop Handles an Appointment
- How Oracle CRM On Demand Desktop Correlates an Oracle CRM On Demand Activity with PIM Data in Microsoft Outlook
- How Oracle CRM On Demand Desktop Uses Natural Keys to Identify a Duplicate Activity
- How Oracle CRM On Demand Desktop Handles a Recurring Microsoft Outlook Appointment
- How Oracle CRM On Demand Desktop Handles a Microsoft Outlook Task
- How Oracle CRM On Demand Desktop Handles a Microsoft Outlook Email Message
- How Oracle CRM On Demand Desktop Handles Items If the User Removes Oracle CRM On Demand Desktop
- How a User Can Link an Oracle CRM On Demand Record to a Microsoft Outlook Record
- 6 How Oracle CRM On Demand Desktop Synchronizes Data
- How Oracle CRM On Demand Desktop Synchronizes Data
- About Local Synchronization
- How Oracle CRM On Demand Desktop Synchronizes Data with Oracle CRM On Demand
- How Oracle CRM On Demand Desktop Synchronizes Data During the Initial Synchronization
- How Oracle CRM On Demand Desktop Synchronizes Data During an Incremental Synchronization
- How Oracle CRM On Demand Desktop Synchronizes Oracle CRM On Demand Data
- How Oracle CRM On Demand Desktop Manages Synchronization Duration
- Situations Where Oracle CRM On Demand Desktop Redownloads Oracle CRM On Demand Data
- Situations Where Local Data Might Be Lost
- Factors That Determine Which Data Oracle CRM On Demand Desktop Synchronizes
- How Oracle CRM On Demand Desktop Synchronizes Data Depending on the Records Visibility
- Factors That Determine What Data an Oracle CRM On Demand Desktop User Can Access
- How Differences in Data Between Microsoft Outlook and the Oracle CRM On Demand Server Affect Synchronization
- Modifying Synchronization Frequency
- How Oracle CRM On Demand Desktop Avoids Duplicate Data
- How Oracle CRM On Demand Desktop Handles a Conflict During Synchronization
- 7 Installing Oracle CRM On Demand Desktop
- Installing Oracle CRM On Demand Desktop
- Roadmap for Installing Oracle CRM On Demand Desktop
- Process of Preparing Oracle CRM On Demand
- Overview of Installing Oracle CRM On Demand Desktop
- Process of Installing Oracle CRM On Demand Desktop
- Third Party Options for Installing and Configuring Oracle CRM On Demand Desktop
- Customizing the CRM On Demand Desktop Assistant
- Installing Oracle CRM On Demand Desktop Using the Microsoft Group Policy Object
- Using a Microsoft SMS Package to Install Oracle CRM On Demand Desktop
- Using the Command Line to Set Optional Parameters
- Upgrading Oracle CRM On Demand Desktop from Version 5.0 to Version 5.1
- Options for Uninstalling Oracle CRM On Demand Desktop
- 8 Administering Single Sign-On
- 9 Administering Oracle CRM On Demand Desktop
- Administering Oracle CRM On Demand Desktop
- Before Administering Oracle CRM On Demand Desktop
- Changing the Behavior of Oracle CRM On Demand Desktop
- Modifying the Windows Registry to Change Oracle CRM On Demand Desktop Behavior
- Setting Behavioral Limits for Oracle CRM On Demand Desktop
- Controlling the Object Types That Oracle CRM On Demand Desktop Displays in the Filter Records Tab
- Controlling the Fields That Are Available in a Filter
- Controlling How Oracle CRM On Demand Desktop Converts Contacts
- Controlling How Oracle CRM On Demand Desktop Deletes Records
- Controlling the Exclusions List
- Controlling the Confirm Synchronization Tab
- Controlling the Connection Tab
- Controlling How Oracle CRM On Demand Desktop Handles an Archived Item
- Modifying the Windows Registry Parameters That Affect Local Synchronization
- Preventing Data Loss When Upgrading a Customization Package
- Using Filters in Oracle CRM On Demand Desktop
- Configuring the Pin Mode for Records
- Configuring Online Lookup
- Administering Log Files and Log Profiles
- Configuring Web Mashups Controls
- 10 Customizing Oracle CRM On Demand Desktop
- Customizing Oracle CRM On Demand Desktop
- Customizing Oracle CRM On Demand Desktop
- Overview of Customizing Oracle CRM On Demand Desktop
- Files in the Customization Package
- Customizing How Oracle CRM On Demand Desktop Maps Fields
- Specifying Which Data Oracle CRM On Demand Desktop Removes from Microsoft Outlook
- Customizing Synchronization
- Customizing a Form
- Customizing a Toolbar
- Customizing a Dialog Box
- Customizing a View
- Customizing the SalesBook Control
- Customizing Meta Information
- Customizing Localization
- Customizing the URL Protocol to Use HTTPS
- Customizing the Email Address of the Support Team
- Performing Typical Customization Work
- Process of Customizing Objects in Oracle CRM On Demand Desktop
- Process of Enabling Custom Object Synchronization in Oracle CRM On Demand Desktop
- Defining the Custom Object
- Defining Synchronization for the Custom Object
- Defining a Mapping of the Custom Object
- Defining a Mapping of the Custom Object if You Are Using DB FACADE Storage
- Defining a Customized Microsoft Outlook User Interface for the Custom Object
- Defining a Custom View for the Custom Object
- Defining Labels Used as Resources for the Custom Object
- Adding Custom Logic and Validation Rules in the Customized Microsoft Outlook Form
- Process of Adding a Predefined Oracle CRM On Demand Picklist to Oracle CRM On Demand Desktop
- Roadmap for Adding an MVG Field
- Setting Up Books for a Customized Package from Version 2.0
- 11 How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Data and Microsoft Outlook Data
- How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Data and Microsoft Outlook Data
- How Oracle CRM On Demand Desktop Maps Fields Between Oracle CRM On Demand Activities and Microsoft Outlook Tasks
- How Oracle CRM On Demand Desktop Maps Fields Between an Oracle CRM On Demand Activity and a Microsoft Outlook Email
- 12 XML Files Reference
- XML Files Reference
- XML Code to Map a Field in Microsoft Outlook Storage
- Example Code of the od_basic_mapping.xml File
- Type Element of the od_basic_mapping.xml File
- Form Element of the od_basic_mapping.xml File
- Alt Message Classes Element of the od_basic_mapping.xml File
- Custom Views Element of the od_basic_mapping.xml File
- Field Element of the od_basic_mapping.xml File
- Writer Element of the od_basic_mapping.xml File
- XML Code to Map a Field in DB_FACADE storage
- XML Code to Customize the Data That Oracle CRM On Demand Desktop Deletes If You Remove Oracle CRM On Demand Desktop
- XML Code to Customize Synchronization
- Example Code for the connector_configuration.xml File
- Types Element of the connector_configuration.xml File
- Type Element of the connector_configuration.xml File
- View Element of the connector_configuration.xml File
- Synchronizer Element of the connector_configuration.xml File
- Links Element of the connector_configuration.xml File
- Natural Key Element of the connector_configuration.xml File
- Filter Presets Element of the connector_configuration.xml File
- XML Code to Customize Forms
- Form Element of the forms_xx.xml File
- Script Element of the forms_xx.xml File
- Info Bar Element of the forms_xx.xml File
- Page Element of the forms_xx.xml File
- Stack Element of the forms_xx.xml File
- Control Tags of the forms_xx.xml File
- Types of Controls for the Control Element of the forms_xx.xml File
- Names of the Control Element of the forms_xx.xml File
- Combobox Control of the forms_xx.xml File
- Dropdown Control of the forms_xx.xml File
- Autocomplete Control of the forms_xx.xml File
- multi_currency Control of the forms_xx.xml File
- MVG Primary Selector Control of the forms_xx.xml File
- outlook_view Control of the forms_xx.xml File
- data_view Control of the forms_xx.xml File
- Subform Control of the forms_xx.xml File
- Web_page Control of the forms_xx.xml File
- XML Code to Customize Toolbars
- XML Code to Customize Dialog Boxes
- XML Code to Customize Views Used for Microsoft Outlook Explorer List
- XML Code to Customize Views Used for Objects Forms
- XML Code to Customize the SalesBook Control
- XML Code for Meta Information
- SiebelMetaInfo Element of the od_meta_info.xml File
- Common_settings Element of the od_meta_info.xml File
- Object Element of the od_meta_info.xml File
- Field Element of the od_meta_info.xml File
- Extra_command_options Element of the od_meta_info.xml File
- Open_with_url_tmpl Element of the od_meta_info.xml File
- Picklist Element of the od_meta_info.xml File
- Master_filter_expr Element of the od_meta_info.xml File
- 13 Additional Code in the Customization Example
- Additional Code in the Customization Example
- XML Code That Defines a Set of Custom Fields
- XML Code That Maps a Definition for a Custom Object
- XML Code That Hides Unused Microsoft Outlook Controls
- XML Code of a Complete Form for Custom Object 1
- XML Code That Defines a Many-To-Many Relationship
- XML Code That Defines a List
- XML Code That Creates Cells
- 14 Windows Registry Parameters You Can Use With Oracle CRM On Demand Desktop
- Windows Registry Parameters You Can Use With Oracle CRM On Demand Desktop
- Windows Registry Parameters That Affect Oracle CRM On Demand Desktop Behavior
- Windows Registry Parameters That Affect Local Synchronization
- Windows Registry Parameters That You Can Use with Log Files and Dump Files
- Windows Registry Parameters That You Can Use with the General Log File
- Windows Registry Parameters That You Can Use with the Exception Log File
- Windows Registry Parameters That You Can Use with the Crash Dump File
- Windows Registry Parameters That You Can Use with the SOAP Dump File
- Windows Registry Parameters That You Can Use with the Synchronization Dump File
- 15 Code Listing for Updates to the Customization Package from Version 2.0
- 16 Add-In Compatibility in Oracle CRM On Demand Desktop
- Glossary