Siebel CRM Desktop for Microsoft Outlook Administration Guide > Administering Siebel CRM Desktop > Administering Features That Affect Performance >

Regulating the Size and Type of Synchronized Records

You can regulate the size and type of records that Siebel CRM Desktop synchronizes. By default, there is only one predefined filter, and it is named Default filter. If you use the default filter, then Siebel CRM Desktop downloads the following records from the Siebel Server to Microsoft Outlook:

• All accounts, contacts, and opportunities to which the user possesses visibility
• All activities for which the user is the owner
• All notes that are related to the downloaded records
• All attachments that are related to the downloaded records that are no larger than 5 MB in size and that include one of the following file extensions:
  • doc
  • docx
  • xsl
  • xslx
  • msg
  • txt
  • rtf
  • html
  • ppt
  • pptx
  • pdf
  • mht
  • mpp
  • vsd

Siebel CRM Desktop downloads any child record that is related to a parent record for which the user possesses visibility. This logic allows the user to view the child in the appropriate window of the parent record. For example, the Contacts list displays the following information:

• All unshared contacts
• All shared contacts to which the user possesses direct visibility

If the user attempts to open the detail form for a record to which the user does not possess direct visibility, then Siebel CRM Desktop displays a read-only version of the detail form. This read-only form includes only some of the details.

To regulate the size and type of synchronized files

• Administer the Filter Presets tag of the connector_configuration.xml file.
• Notify the user to use the Filter Records tab of the Synchronization Control Panel.

  The Filter Records Tab allows the user to restrict the file type and maximum file size. Note that settings you administer in the Filter Presets tag of the connector_configuration.xml file override settings the user makes in the Filter Records tab. For example, assume you set a maximum file size of 5 MB, and the user sets the limit to 9 MB. In this situation, Siebel CRM Desktop restricts the file size to 5 MB.

  For more information, see Filter Presets Tag of the connector_configuration.xml File, and Example Code to Set the Size and Type of Field.