Siebel Server Sync Guide
What's New in This Release
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Introducing Siebel Server Sync
About Siebel Server Sync
SSSE Deployment Options
SSSE Synchronization Options
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Siebel Server Sync Architecture Overview
About PIMSI Engine
About PIMSI Dispatcher
About Exchange Connector
Important SSSE Terminology
Initial Extract and Ongoing Extract
About Synchronizing Records During Initial Extract
About SSSE Contact Record Matching
Initial Extract of Microsoft Exchange Contact Records
Initial Extract of Microsoft Exchange Task and Calendar Records
About Synchronizing Records During Ongoing Extract
SSSE System Requirements
SSSE Architecture
Required Components for SSSE
PIMSI Engine Data Flow
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Installing Siebel Server Sync
Process of Installing SSSE in a Microsoft Exchange 2000 Environment
Installing Exchange 2000 System Management Tools
Installing Microsoft Exchange 2000 Server Service Pack 3
Installing Microsoft Exchange Server Service Pack 3 Rollup
Installing MSXML 4.0 SP2
Checking Domain Controller Properties
Process of Installing SSSE in a Microsoft Exchange 2003 Environment
Installing Exchange 2003 System Management Tools
Installing Microsoft Exchange 2003 Server Service Pack 1 or 2
Installing MSXML 4.0 SP2 (for Microsoft Exchange 2003)
Checking Domain Controller Properties (for Microsoft Exchange 2003)
Process of Installing SSSE in a Microsoft Exchange 2007 Environment
Installing Exchange 2007 System Management Tools
Installing Messaging Application Program Interface
Installing MSXML 4.0 SP2 (for Microsoft Exchange 2007)
Checking Domain Controller Properties (for Microsoft Exchange 2007)
Configuring Firewalls for Use with SSSE
Installing Siebel Server for PIMSI Dispatcher
Installing Siebel Server for PIMSI Engine
Installing Siebel Exchange Connector
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Configuring Siebel Server Sync
Process of Configuring SSSE
About Tuning SSSE for Optimal Performance
Setting Up the Connector Share Directory
About the Exchange Service Account
Configuring Exchange Service Account Credentials
Process of Configuring the Database for Optimum SSSE Performance
Configuring SSSE Indexes
Populating DB_LAST_UPD Columns
Configuring the IIS Web Server for Microsoft Exchange
Configuring Exchange Connector Application DCOM Security
Adding Microsoft Exchange Servers to the Local Intranet Zone
Modifying Log File Settings
Configuring the Generic Siebel Organizer
Configuring the Default Account
Tuning SSSE Siebel Profile Parameters
About Mapping Exchange Connectors to Microsoft Exchange Servers
About Using Exchange Virtual Directories
Configuring Exchange Connector Parameters
Using Fully Qualified Email Addresses
About Configuring SSSE for Multiple Active Directory Forest Environments
Process of Configuring SSSE for Multiple Active Directory Forests
Setting Up Administrator Users in a Multiple Active Directory Forest Environment
Configuring the Exchange Connector in a Multiple Active Directory Forest Environment
Providing Access to the PIMSI Engine in a Multiple Active Directory Forest Environment
Configuring SSSE for Multiple Active Directory Forest Support
Setting Exchange Connector Log Levels
Enabling and Disabling Components on SSSE Servers
Restarting Siebel Services
Configuring and Starting PIMSI Dispatcher
Creating the PIMSI Dispatcher Job
Creating PIMSI Dispatcher User Groups
Configuring Support for Items Archived in Microsoft Outlook
Configuring Recurring Appointments
Configuring Appointment Instances for Recurring Appointments
Configuring Additional Appointment Instances for Recurring Appointments
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Administering Siebel Server Sync
About Administering SSSE
About SSSE Domains
Process of Configuring Siebel and PIM Domain Characteristics
Setting Siebel Domain-Level Synchronization
Setting PIM Category Values for Siebel Domains
Enabling and Disabling Contact Record Matching
Setting Required Siebel Domain Fields and Defaults
Setting Required PIM Domain Fields and Defaults
Mapping Siebel Domain and PIM Domain Fields
Creating Field Mappings
Setting Field-Level Synchronization
Setting Key Fields
Process of Setting SSSE Group and User Access Controls
Setting User-Level Synchronization
Setting Group-Level Synchronization
Mapping Individual Users
Mapping Multiple Users
Enabling or Disabling User Synchronization
Setting Initial Extract Start Dates for Users
Implementing Import-Only Synchronization of Calendar Records
About Setting Calendar and Task Record Synchronization Options
Implementing Opt-In Synchronization for Calendar and Task Records
Skipping Private Calendar or Task Records During Synchronization
About SSSE Table Maintenance
About SSSE Log Files
About Moving or Deleting Mailboxes for SSSE Users
Skipping Records That Generate Synchronization Errors
Process of Configuring Email Notification of Synchronization Errors
Configuring System Alerts for Email Notification of PIMSI Engine Synchronization Errors
Configuring System Alerts for Email Notification of Exchange Connector Synchronization Errors
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Customizing Siebel Server Sync
About Customizing SSSE
About Synchronizing Additional Fields
Process of Customizing SSSE
About SSSE Integration Objects
Changing Integration Objects
Example of Changing Integration Objects
About SSSE Data Maps
Changing SSSE Data Maps
Example of Changing Data Maps
Changing Siebel Domain Configurations
Example of Changing Siebel Domain Configurations
Changing PIM Domain Configuration
Example of Changing PIM Domain Configurations
Changing Domain Map Configurations
Example of Changing Domain Map Configurations
About SSSE User Filtering
Changing User Filtering Configurations
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Using Siebel Server Sync
About Using SSSE
Scenarios for SSSE
About Using SSSE with Calendar Records
Factors That Determine Calendar Synchronization
About Activities and Calendar Records
About Creating, Modifying, or Deleting an Appointment
About Modifying Recurring Appointments
All-Day Appointments
About Adding an Attachment to an Appointment
Calendar Appointments with Multiple Attendees
About Using SSSE with To Do Records
Factors That Determine To Do Record Synchronization
About Creating, Modifying, or Deleting a To Do Record
About Creating or Modifying a Recurring To Do Record
About Adding an Attachment to a To Do Record
Assigning To Do Activities to Other Users
How Priorities Are Set for a To Do Record
How Status Values Are Set for a To Do Record
To Do Activity Alarms
About Using SSSE with Contacts Records
Designating Contact Records for Synchronization
Ending Synchronization of Contact Records
About Creating, Modifying, or Deleting a Contact
About Adding an Attachment to a Contact
Creating a Personal Contact
About Account-to-Contact Relationships
Contact Access
About Changing Contact Domains
About Using SSSE with Employee Records
About Synchronizing Employees
Designating Employee Records for Synchronization
Ending Synchronization of Employee Records
About Creating or Modifying an Employee
About Deleting an Employee
Synchronization Error Messages
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Setting Up and Using Siebel Outlook Add-In
About Siebel Outlook Add-In
System Requirements for Siebel Outlook Add-In
Process of Setting Up Siebel Outlook Add-In
Setting Enterprise Server Parameters and Enabling Web Client Automation for Outlook Add-In
(Optional) Setting the Bucket Size User Property for Siebel Outlook Add-In
(Optional) Setting Siebel Outlook Add-In Objects and Fields
Installing Siebel Outlook Add-In
Initializing Siebel Outlook Add-In
Testing Siebel Outlook Add-In
Setting Siebel Outlook Add-In Options
Process of Configuring Custom Objects in Siebel Outlook Add-In
Configuring List of Values
Creating a New PIMSI Siebel Object
Updating Integration Objects
Updating the Data Maps
Updating the PIMSI Domain Configuration
Updating Domain Maps
About Using Siebel Outlook Add-In
Linking to Siebel Data from Microsoft Outlook
Using Outlook Add-In Quick Links
Using Outlook Add-In Links
Removing Links to Siebel Data
About Using Outlook Add-In with the Mobile Web Client
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Setting Up and Using Embedded Outlook Calendar
About Embedded Outlook Calendar
About Siebel Calendars and Views
System Requirements for Embedded Outlook Calendar
Process of Setting Up Embedded Outlook Calendar
Verifying the Outlook Day/Week/Month View Names
Enabling Embedded Outlook Calendar Visibility
About Using Embedded Outlook Calendar
About Embedded Outlook Calendar and the Siebel Mobile Web Client
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