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Siebel Server Sync Guide
What's New in This Release
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Introducing Siebel Server Sync for Microsoft Exchange Server
About Siebel Server Sync for Microsoft Exchange Server
SSSE Deployment Options
SSSE Synchronization Options
Important SSSE Terminology
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Siebel Server Sync for Microsoft Exchange Server Architecture Overview
About PIMSI Engine
About PIMSI Dispatcher
About Exchange Connector
PIMSI Engine Task Flow
SSSE Architecture
SSSE System Requirements
Initial Extract and Ongoing Extract
About Synchronizing Records during Initial Extract
Initial Extract of Microsoft Exchange Contact Records
Initial Extract of Microsoft Exchange Task and Calendar Records
About Synchronizing Records During the Ongoing Extract Process
About SSSE Contact Record Matching
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Installing Siebel Server Sync for Microsoft Exchange Server
Roadmap for Installing SSSE
Process of Preparing a Microsoft Exchange 2003 Environment for SSSE Installation
Installing Exchange 2003 System Management Tools
Installing MSXML 4.0 SP2
Process of Preparing a Microsoft Exchange 2007 Environment for SSSE Installation
Installing Exchange 2007 System Management Tools
Installing Messaging Application Program Interface
Checking Domain Controller Properties
Configuring Firewalls for Use with SSSE
Installing Siebel Server for SSSE
Installing a Remote DCOM Exchange Connector
Requirements for Installing SSSE Components in a Cluster Configuration
Applying SSSE Index Files to the Database
About Migrating SSSE Users to Microsoft Exchange Server 2010
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Configuring Siebel Server Sync for Microsoft Exchange Server
About Configuring SSSE
Roadmap for Configuring SSSE
About the Default Account Setting
Using the Siebel Configuration Wizard to Configure SSSE
About Tuning SSSE for Optimal Performance
Modifying Enterprise and Server Component Parameters
PIMSI Engine Server Component Parameters
SSSE-Related Siebel Enterprise Server Parameters
About the Exchange Service Account
Configuring User Mailbox Access for the Exchange Service Account
Configuring Exchange Service Account Access Permissions Using a Script
Configuring Exchange Service Account Access Permissions Manually
Configuring Exchange Connector Support
Process of Configuring the Web Service Exchange Connector
Configuring the Autodiscover Service URL
Importing Autodiscover and EWS SSL Certificates
Configuring SSSE for Multiple AD Forest Environments (Web Connector)
Configuring the IIS Web Server for Microsoft Exchange (Web Connector)
Process of Configuring the DCOM Exchange Connector
Setting Up the DCOM Exchange Connector Share Directory
Configuring DCOM Exchange Connector Application Security
Configuring the IIS Web Server for Microsoft Exchange (DCOM Connector)
Designating Trusted Microsoft Exchange Servers
Setting DCOM Exchange Connector Log Levels
About Mapping DCOM Exchange Connectors to Microsoft Exchange Servers
About Using Exchange Virtual Directories
Configuring DCOM Exchange Connector Parameters
Using Fully Qualified Email Addresses
About Configuring SSSE for Multiple AD Forest Environments (DCOM Connector)
Process of Configuring SSSE for Multiple AD Forests (DCOM Connector)
Setting Up Administrator Users in a Multiple Active Directory Forest Environment
Configuring the DCOM 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
Modifying SSSE Log File Settings
Configuring the Database for SSSE
About Enabling and Disabling Components on SSSE Servers
Restarting Siebel Services
Configuring and Starting PIMSI Dispatcher
Configuring Support for Items Archived in Microsoft Outlook
Configuring Recurring Appointments
Process of Configuring Additional Appointment Instances for Recurring Appointments
Creating and Running the Refan Job
Making Repository Changes
Updating the Siebel Calendar Profile
Creating a New PIMSI Data Map Entry
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Administering Siebel Server Sync for Microsoft Exchange Server
About Administering SSSE
About SSSE Domains
Changing SSSE Default Values For Synchronization Conflicts
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
About Allowing or Preventing Record Deletions for a Domain
Allowing or Preventing Record Deletions
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 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
Process of Enabling Inbound Activity Filtering
Setting a Default Value for the Type Field
Setting Up Translation Mappings for Inbound Activity Filtering
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 DCOM Exchange Connector Synchronization Errors
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Customizing Siebel Server Sync for Microsoft Exchange Server
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
About Customizing Delta Queries
Changing Delta Query Profile Configuration Parameters
About Creating Custom Delete Triggers
Creating Custom Delete Triggers
Sample Delete Trigger
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Using Siebel Server Sync for Microsoft Exchange Server
About Using SSSE
Scenarios for Using SSSE
About Using SSSE with Calendar Records
Factors That Determine Calendar Synchronization
About Activities and Calendar Records
About Creating, Modifying, or Deleting an Appointment
All-Day Appointments
About Adding an Attachment to an Appointment
Calendar Appointments with Multiple Attendees
Calendar Items Created in Siebel Business Applications
Calendar Items Created in Microsoft Exchange
About Using SSSE with Task Records
Factors That Determine Task Record Synchronization
About Creating, Modifying, or Deleting a Task Record
About Adding an Attachment to a Task Record
Assigning Tasks to Other Users
How Priorities and Status Values Are Set for a Task Record
About Using SSSE with Contact Records
Enabling and Disabling Contact Records for Synchronization
About Creating, Modifying, or Deleting a Contact
About Adding an Attachment to a Contact
Creating a Personal Contact
Account-to-Contact Relationships
About Changing Contact Domains
Synchronization of Contact Phone Numbers
About Using SSSE with Employee Records
About Synchronizing Employees
Enabling and Disabling Employee Records for Synchronization
About Creating, Modifying or 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
(Optional) Configuring Siebel Outlook Add-In for Web Single Sign-On Authentication
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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