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Initial Extract of Microsoft Exchange Contact Records


SSSE has a configurable parameter called OnlySyncCategorizedContacts that can be set to TRUE or FALSE to suit your business requirements. This Boolean parameter setting determines whether or not Initial Extract operations synchronize Microsoft Exchange contact records that have the Category field set to a specified value. For information on specifying a value for the OnlySyncCategorizedContacts parameter, see Tuning SSSE Siebel Profile Parameters.

If the OnlySyncCategorizedContacts parameter is set to FALSE, all the user's Microsoft Exchange contact records are considered for synchronization. By default, this parameter is set to FALSE. Table 6 shows how SSSE handles Microsoft Exchange contact records during an Initial Extract when the OnlySyncCategorizedContacts parameter is set to FALSE.

If the OnlySyncCategorizedContacts parameter is set to TRUE, then, in order to be synchronized during an Initial Extract operation, Microsoft Exchange contact records must have the Category field set to a value that matches the Siebel setting called PIM Category Value. (The default value for the PIM Category Value setting is Siebel Contact). For more information about how SSSE handles Microsoft Exchange contact records during an Initial Extract when the OnlySyncCategorizedContacts parameter is set to TRUE, see Table 7.

Table 6. Initial Extract Behavior for a Microsoft Exchange Contact Record when OnlySyncCategorizedContacts Parameter is Set to FALSE
Synchronization Level
Category Field Set to Specified PIM Category Value
Record Meets Matching Criteria and User Is Authorized to Synchronize the Data
User included in Sync List for corresponding Siebel Record
Microsoft Exchange Result
Siebel Result

Full Sync

Yes

Yes

Yes

SSSE creates a new record and relates this record to the existing Siebel record.

SSSE creates a new record and relates this record to the existing Microsoft Exchange record.

Export Only

Yes

Yes

Yes

SSSE creates a new record and relates this record to the existing Siebel record. The existing Microsoft Exchange record is ignored.

Not applicable

Full Sync

Yes

Yes

No

No change to the Microsoft Exchange record

SSSE associates the Microsoft Exchange record to the existing Siebel record, adding the current user to that record's Sync List

Full Sync

Yes

No

Not applicable

No change to Microsoft Exchange record

SSSE creates a new Siebel record, adds the user to the record's Sync List, and associates the Siebel record with the Microsoft Exchange record

Full Sync

No

Yes

Yes

SSSE matches the existing record and overwrites it with Siebel record values if conflicts exist.

Values available in the existing Microsoft Exchange record are synchronized with the Siebel record for fields that were previously null in the Siebel record

Export Only

No

Yes

Yes

SSSE matches the existing record and overwrites it with Siebel record values if conflicts exist.

No change

Full Sync

No

Yes

No

No change to Microsoft Exchange record

SSSE associates the Microsoft Exchange record to the existing Siebel record, adding the current user to the record's Sync List

Full Sync

No

No

Not applicable

No change to Microsoft Exchange record

SSSE creates a new Siebel record, adds the user to the record's Sync List, and associates the Siebel record with the Microsoft Exchange record

Table 7 shows how SSSE handles Microsoft Exchange contact records during an Initial Extract when the OnlySyncCategorizedContacts parameter is set to TRUE.

Table 7. Initial Extraction Behavior for a Microsoft Exchange Contact Record when OnlySyncCategorizedContacts Parameter is Set to TRUE
Synchronization Level
Category Field Set to Specified PIM Category Value
Record Meets Matching Criteria and User Is Authorized to Synchronize the Data
User included in Sync List for corresponding Siebel Record
Microsoft Exchange Result
Siebel Result

Full Sync

Yes

Yes

Yes

SSSE creates a new record and relates this record to the existing Siebel record.

SSSE creates a new record and relates this record to the existing Microsoft Exchange record.

Export Only

Yes

Yes

Yes

SSSE creates a new record and relates this record to the existing Siebel record. The existing Microsoft Exchange record is ignored.

Not applicable

Full Sync

Yes

Yes

No

No change to the Microsoft Exchange record

SSSE associates the Microsoft Exchange record to the existing Siebel record, adding the current user to that record's Sync List

Full Sync

Yes

No

Not applicable

No change to Microsoft Exchange record

SSSE creates a new Siebel record, places the user in the record's Sync List, and associates the Siebel record with the Microsoft Exchange record

Full Sync or Export Only

No

Not applicable

Not applicable

No change to Microsoft Exchange record

No change to Siebel record

Related Topics

About Synchronizing Records During Initial Extract

About Synchronizing Records During Ongoing Extract

Siebel Server Sync Guide