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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Siebel Server Sync Guide