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SSSE Synchronization Options


SSSE supports the data synchronization options shown in Table 4.

Table 4. Available Synchronization Levels for Siebel Domains
Synchronization Level
Description

Full Sync

Bidirectional synchronization of data between the Siebel database and one or more Microsoft Exchange Servers occurs.

Export Only

Changes made in the Siebel application are exported to Microsoft Exchange Server.

Import Only

NOTE:  Import Only synchronization is supported for Siebel calendar items only.

Changes made to calendar records in Microsoft Exchange Server are imported to the Siebel application.

For information about Import Only synchronization, see Implementing Import-Only Synchronization of Calendar Records and About the Limitation Against Import Only Synchronization Level.

None

No synchronization of data takes place.

Administrators set synchronization options. Administrators can set these options for each user on each domain.

A domain refers to the information domains: To Do items, Business Contacts, Personal Contacts, Employees, and Calendar.

A user can be an individual user or groups of users specified by Organization, Position, or User List. For more information, see Process of Setting SSSE Group and User Access Controls.

Table 5 shows the default synchronization settings for each Siebel domain.

Table 5. Default Synchronization Settings for Siebel Domains
Siebel Domain
Default Synchronization Level

Business Contact

Full Sync

Personal Contact

Full Sync

Employee

Export Only

Siebel Calendar

Full Sync

Siebel To Do

Full Sync

If synchronization is enabled for calendar and to do (activity) items for a user, then SSSE automatically synchronizes new or changed calendar and to do records for that user. The administrator can optionally configure SSSE so that records that originate in Microsoft Exchange are not synchronized with the Siebel application if they are flagged as Private, or unless the user designates them for synchronization by specifying an appropriate value for the Category field.

If synchronization is enabled for contact records, an opt-in strategy is employed. This means that the user must use the Add To Sync List command to direct SSSE to synchronize a contact, personal contact, or employee record before the record can be synchronized between the Siebel Server and the Microsoft Exchange mailbox for that user. If a contact or personal contact record originates in Microsoft Exchange, the user must also specify an appropriate Category setting before SSSE will synchronize the record.

For additional information on designating records for synchronization, see Using Siebel Server Sync.

Related Topics

Designating Contact Records for Synchronization

Designating Employee Records for Synchronization

Siebel Server Sync Guide