Siebel Email Administration Guide Version 8.1/8.2
Managing Email, Fax, and Other Communications Products ■ Process of Configuring
Third-Party Email Integrations
Installing Siebel Email Form for Microsoft Outlook
This topic describes how to install the Siebel email form for Microsoft Outlook. You can install the
email form on the server computer where Microsoft Exchange Server runs or on each client computer.
For users on the Siebel Mobile Web Client who use Microsoft Outlook for the Send Email command
when disconnected from the network, the email form must be installed locally on the client computer.
Deploying the form on local client computers has implications for subsequent updates. Also, a form
in the Personal Form Library takes precedence over a form of the same name in the Organizational
NOTE: For additional deployment options for the Microsoft Outlook template and email form, contact
your administrator for Microsoft Outlook and Microsoft Exchange Server.
The default name for the Siebel email form for Microsoft Outlook is IPM.Note.Siebel. This form must
be in a Microsoft Outlook template file. For more information, see “About Installing Siebel Email Form”
on page 227.
You can rename the default Siebel email form when you publish it, or publish additional Siebel forms
that are based on the default. For either of these actions, make sure that the names of all supported
Siebel forms are included in the List of Values type for the Siebel/Outlook Form drop-down list. This
list is located in the Outbound Communications view of the User Preferences screen.
To specify a custom form as a global default, you must also specify its name using the Siebel/Outlook
Form server component parameter (set on the Application Object Manager component, for Siebel
Web Client deployments) or the OutlookForm configuration file parameter (for Siebel Mobile Web
Client). For more information, see “Parameters for Email Client” on page235.
To install the Siebel email form for Microsoft Outlook
Locate the Microsoft Outlook template file that contains the Siebel email form.
For more information, see “About Installing Siebel Email Form” on page227.
Optionally, you can copy this file to the clipboard, and paste it to the network before continuing.
Publish the email form to the Organizational Form Library on Microsoft Exchange Server or to the
Personal Form Library on a local client computer by completing the following steps:
On the server computer or on the client computer, double-click the Siebel7Outlook.oft template
At the prompt, specify Enable Macros.
In Microsoft Outlook, choose Tools, Forms, and then Publish Form As.
From Look In, choose Organizational Form Library (for installation on the Exchange Server
computer) or choose Personal Form Library (for installation on a client computer).
Specify the Siebel display name for this form, then save the form.
The actual name of the email form is IPM.Note.Siebel.
At the prompt, specify to not send the form definition to email recipients.