Deploying Sales Cloud for Outlook Sales Cloud - Oracle Sales Cloud Deploying Sales Cloud for Outlook Contents Preface i 1About this Guide 1 Audience and Scope ..... 1

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  • OracleSales CloudDeploying Sales Cloud for Outlook

    Release 12

  • Oracle Sales Cloud Deploying Sales Cloud for Outlook

    Part Number E73033-02

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    Author: Gowri Sudhindra

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  • Oracle Sales CloudDeploying Sales Cloud for Outlook

    Contents

    Preface i

    1 About this Guide 1Audience and Scope ................................................................................................................................................ 1

    Related Guides ......................................................................................................................................................... 1

    2 Installing Oracle Sales Cloud for Outlook 3Installing Oracle Sales Cloud for Outlook: Prerequisites ............................................................................................ 3

    Installing Using Automatic Binary: Procedure ............................................................................................................ 3

    Installing Manually: Explained .................................................................................................................................... 8

    Configuring the .INI File: Explained ............................................................................................................................ 8

    Installing Using Microsoft SMS or SCCM: Procedure ................................................................................................ 9

    Installing Silently Using Windows Group Policy: Procedure ..................................................................................... 10

    Installing from Windows Command Prompt : Procedure ......................................................................................... 15

    Installing Server Certificate: Procedure .................................................................................................................... 17

    Can I use Oracle Sales Cloud for Outlook over the Citrix server? ............................................................................ 18

    3 Administering Deployment Settings 19Updating the .ini File: Procedure ............................................................................................................................. 19

    Login Parameters: Explained ................................................................................................................................... 20

    Configuring First Run Assistant: Explained .............................................................................................................. 22

    4 Monitoring Outlook Clients 23Monitoring Outlook Clients: Explained ..................................................................................................................... 23

    Outlook Client Monitoring Settings: Explained ......................................................................................................... 23

    5 Upgrading Outlook Binary: Automatic Upgrade 25Automatic Upgrade ................................................................................................................................................. 25

    Manual Upgrade ..................................................................................................................................................... 28

  • Oracle Sales CloudDeploying Sales Cloud for Outlook

    6 Configuring Clients to Use STS Authentication (SSO) 39Configuring Outlook to Use STS Authentication: Prerequisites ................................................................................ 39

    Uploading the Connector.Config File on Oracle Sales Cloud: Procedure ................................................................. 41

    Obtaining the Configuration File: Procedure ............................................................................................................ 42

    Installing in STS Authentication Mode: Explained .................................................................................................... 42

    Configuring STS Authentication Configuration File: Explained .................................................................................. 43

    7 Uninstalling Oracle Sales Cloud for Outlook 51Uninstalling from Windows Control Panel: Procedure .............................................................................................. 51

    Uninstalling using InstallShield Wizard: Procedure ................................................................................................... 51

    Uninstalling from Windows Command Prompt: Procedure ...................................................................................... 55

    Uninstalling using Microsoft SCCM: Procedure ....................................................................................................... 63

  • Oracle Sales CloudDeploying Sales Cloud for Outlook

    Preface

    i

    PrefaceThis preface introduces information sources that can help you use the application.

    Oracle Applications HelpUse the help icon to access Oracle Applications Help in the application. If you don't see any help icons on your page,

    click the Show Help icon in the global header. Not all pages have help icons. You can also access Oracle ApplicationsHelp at https://fusionhelp.oracle.com.

    Using Applications Help

    Watch: This video tutorial