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Setting Up Translation Mappings for Inbound Activity Filtering

If you want your SSSE users to be able to select which calendar and task records to synchronize from Microsoft Exchange to Siebel Business Applications, you can accomplish this by setting up inbound activity filtering with translation maps that specify which field and which field values to interpret as requests for synchronization. Users request record synchronization by entering one of the specified field values in the specified field in the record. The Exchange field that is inspected is whichever field you map to the Siebel Type field. By default, the Category field in Microsoft Exchange is the field that is mapped to the Siebel Type field.

This task is a step in Process of Enabling Inbound Activity Filtering.

The following procedure describes how to set up translation maps for inbound activity filtering.

NOTE:  You do not have to set up translation maps if you want inbound activity filtering to inspect the default Category field in Microsoft Exchange and synchronize for any value that matches a value in the Siebel Type field picklist.

To set up translation maps for inbound activity filtering

1. Navigate to the Administration - PIM Server Integration screen, then the Domain Map view.
2. In the Domain Map list, select Siebel-Exchange Calendar Map.
3. In the Field Map list, use standard query techniques to select the record in which Siebel Field has a value of Type.
4. In the selected record, set LOV Translation Map to Category to Activity Type.
5. Repeat Step 2 through Step 4, replacing Siebel-Exchange Calendar Map with Siebel-Exchange Task Map.
6. Navigate to the Administration - PIM Server Integration screen, Configuration, and then the LOV Translation view.
7. In the LOV Translation list, use standard query techniques to discover whether there is a record that has Name set to Category to Activity Type.
   • If the record exists, modify it as required to match the information in the following table.
   • If the record does not exist, click New and complete the fields as described in the following table.

     Field	Value
     Name	Category to Activity Type
     Siebel LIC Type	TODO_TYPE
     Siebel Value	Appointment
     PIM LIC Type	IMMEDIATE
     PIM Value	Specify the Exchange Category value that users will enter to indicate that the calendar or task record is to be synchronized from Microsoft Exchange to the Siebel database.
     Siebel Default	Select the check box.

8. If you want additional Category values to indicate that the calendar or task record is to be synchronized, repeat Step 7 as required, creating a new record and supplying a new PIM Value each time.

Related Topic

About Setting Calendar and Task Record Synchronization Options