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Configuring Additional Appointment Instances for Recurring Appointments


This topic describes how to configure SSSE so that additional records are generated in the Siebel application during the synchronization process for Microsoft Outlook appointments that:

  • Have a recurrence pattern that is not supported in the Siebel application
  • Continue to recur in Microsoft Outlook after the value of the Max Recurring Instances setting is reached

For additional information on the Max Recurring Instances setting, see Configuring Appointment Instances for Recurring Appointments.

To configure additional appointment instances for recurring appointments, you must perform the following tasks:

  1. Creating and Running the Refan Job
  2. Making Repository Changes
  3. Updating the Siebel Calendar Profile
  4. Creating a New PIMSI Data Map Entry

NOTE:  For existing implementations, when you configure SSSE so that additional appointment instances are created after the value of the Max Recurring Instances setting is reached, the change is only implemented for new recurring appointments, or updates in Microsoft Outlook Exchange.

Creating and Running the Refan Job

This topic describes how to create the refan job for the PIMSI Dispatcher. The refan job ensures that records are created for appointments with unsupported recurrence patterns beyond the initial number of instances specified by the Max Recurring Instances setting.

To create and run the refan job

  1. Navigate to Administration - Server Configuration, and then Job Templates.
  2. Create a new Job Template using the values in the following table.
    Set Name
    Short Name
    Component
    Component Type
    Business Service
    Enabled?

    Refan

    Refan

    PIMSI Dispatcher

    BusSvcMgr

    TRUE

    TRUE

  3. In the Job Parameters applet, create a parameter for the job template using the values shown in the following table.
    Name
    Abbreviation
    Value

    Encoded Input Arguments

    EncodedArgs

    Refan

  4. Run the job as follows:
    1. Navigate to Administration - Server Management, and then Jobs.
    2. Click New, then select Refan in the Component/Job field.
    3. Click Submit Job.

      Do not run the Refan job when the PIMSI Dispatcher job is running. If both jobs run at the same time, synchronization conflicts can occur, causing errors.

Making Repository Changes

To implement additional instances of recurring appointments, you must create a new column, X_CAL_REPEAT_PATTERN, in the S_SD_PIM_ROW table, then add a new field, Cal Repeat Pattern, to the PIMSI PIM Row business component. The following procedure describes both tasks.

For information on using Siebel Tools to configure columns and tables, see Configuring Siebel Business Applications.

To add a new column to the S_SD_PIM_ROW table and configure the PIMSI PIM Row business component

  1. Start Siebel Tools.
  2. Check out the project that contains the S_SD_PIM_ROW table.

    For information on how to check out projects, see Using Siebel Tools.

  3. In the Object Explorer, expand the Table object type.
  4. In the Object List Editor, select the S_SD_PIM_ROW table.
  5. In the Object Explorer, select the Column object type.
  6. In the Object List Editor, create a new column, specifying the values shown in the following table.
    Field
    Value

    Name

    X_CAL_REPEAT_PATTERN

    Changed

    True

    User Name

    Cal Repeat Pattern Ext

    Type

    Extension

    Nullable

    True

    Physical Type

    Varchar

    Length

    500

    Cascade Clear

    Ignore

    Transaction Log Code

    True

    Status

    Active

  7. Apply the changes you made to the S_SD_PIM_ROW table to the local database.
  8. In the Object Explorer, expand the Business Component object.
  9. In the Object List Editor, select the PIMSI PIM Row business component.
  10. In the Object Explorer, expand the Field object type.
  11. In the Object List Editor, create a new field, specifying the values shown in the following table.
    Field
    Value

    Name

    Cal Repeat Pattern

    Column

    X_CAL_REPEAT_PATTERN

  12. Check in the project.
  13. Apply the changes to the server database.
  14. Compile and test the project, then deploy the SRF.

Updating the Siebel Calendar Profile

This topic describes how to update the Siebel Calendar profile to allow additional appointment instances to be created for recurring appointments after the number of instances specified by the Max Recurring Instances setting has been reached.

To update the Siebel Calendar Profile

  1. Navigate to Administration - PIM Server Integration, and then Configuration.
  2. Select the Siebel Calendar profile.
  3. In the Configuration Parameters applet, create two records using the values shown in the following table.
    Section
    Parameter
    Value

    SupportedFan

    MultipleEntry

    Either 1 or 0.

    If you specify 1, multiple entries are created in the Siebel application for recurring appointments that have a supported recurrence pattern. This allows you to track individual meeting data, instead of sharing the data across all meetings.

    If you specify 0, the number of entries that are created for appointments with unsupported recurrence patterns is determined by the value of the Max Recurring Instances setting. For information on the Max Recurring Instances parameter, see Configuring Appointment Instances for Recurring Appointments.

    FanLimit

    DaysinNumber

    n days

    A recurring appointment end-date value is calculated based on the number you specify for this parameter.

    For example, if the recurring appointment start date is March 10, 2008 and the DaysinNumber value is 20, additional records are initially generated for the appointment through March 30, 2008. If the refan job you created (see Creating and Running the Refan Job) is scheduled to run on March 17, 2008, additional appointments are generated through April 6, 2008 (20 days after the refan job runs on March 17, 2008).

Creating a New PIMSI Data Map Entry

This topic describes how to create a new entry in the PIMSI data map for the refan job you created. Use the following procedure to update the PIMSI data map.

To update the PIMSI data map

  1. Navigate to Administration - Integration, Data Map Editor.
  2. In the Integration Map Object list, select the PIMSI Calendar Outbound Map, right-click, and select Copy Record.
  3. Name the new record PIMSI Calendar Outbound Refan Map.
  4. Select the PIMSI Calendar Outbound Refan Map.
  5. In the Integration Component Map applet, select Action_CalendarAppointment, and change the value of the Precondition field so that it is empty.
Related Topic

Configuring Appointment Instances for Recurring Appointments

Siebel Server Sync Guide