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About Setting Calendar and Task Record Synchronization Options

If you enable the Full Sync synchronization option for the Siebel calendar and task domains, SSSE automatically synchronizes all new or changed calendar and to do activity records for each user. The following options, however, provide some flexibility in determining whether or not Microsoft Outlook calendar and task records are synchronized with the Siebel application:

• Enabling inbound activity filtering. If you enable this option, SSSE synchronizes only calendar or task records originating in Microsoft Outlook that the user designates for synchronization by placing an appropriate value in a designated Microsoft Exchange field.
• Opt-in option. If you enable this option, SSSE synchronizes only calendar or task records originating in Microsoft Outlook that the user designates for synchronization by placing a defined value in the Category field.

  NOTE:  With the Opt-in feature, only a single value is used for filtering inbound calendar and task records. With the inbound activity filtering feature, a number of values can be configured for filtering inbound records.

• Ignore private records option. If you enable this option, SSSE does not synchronize any calendar or task records in Microsoft Outlook that have the Private check box selected.

In general, if individuals use the Siebel application to book meetings for other users, or to invite others to meetings, it is recommended that you implement the Full Sync option without enabling the Opt-in or Ignore private records options, and without enabling inbound activity filtering. For example, in a scenario where call center agents schedule meetings for field sales representatives, it is important that all of an individual sales representative's appointments (personal and business-related) are synchronized with Siebel Business Applications so that the call center agent is aware of when the sales representative is busy and when available.

If you implement the Full Sync option without enabling the Opt-in or Ignore private records options, and without enabling inbound activity filtering, you can choose to mask the descriptions and comments associated with private Microsoft Outlook calendar or task records (that is, records that have the Private check box selected) with a configured value. For example, the description for all Microsoft Outlook appointments that have the Private check box selected can be configured to display as Private Appointment or Personal Task when the records are synchronized with Siebel Business Applications. To mask calendar or task record descriptions, create a user property for the relevant business component in Siebel Tools. For information on using Siebel Tools, see Configuring Siebel Business Applications.

The following topics describe how to configure each of the options available when the Full Sync synchronization level is set for the Calendar and Task domains:

• Implementing Opt-In Synchronization for Calendar and Task Records
• Skipping Private Calendar or Task Records During Synchronization
• Process of Enabling Inbound Activity Filtering