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Factors That Determine Task Record Synchronization


This topic outlines the factors that determine whether or not a task record is synchronized. Assuming that the administrator has enabled synchronization for a relevant user, then whether or not a task record for the user is synchronized depends on the following factors:

  • The synchronization level that the administrator sets (Full Sync, Export Only, or None).
  • The value of the following configuration parameters, which the administrator also sets:
    • ExtractStartDate (in MM/DD/YYYY format)
    • ExtractStartDateFormat

      If a task item has a Due date that is earlier than the value of the ExtractStartDate parameter, that item is not synchronized. For additional information on setting the extract start date, see Setting Extract Start Dates for Users.

  • Whether or not the administrator has enabled the Full Sync Opt-in feature or the Ignore private records feature for Microsoft Outlook task records. For information on these features, see About Using the Opt-in Feature and About the Ignore Private Records Feature.
  • Whether or not the administrator has enabled the Inbound Activity Filtering option. For additional information, see About Inbound Activity Filtering.
  • The value of the Display In field for each individual task record. (SSSE synchronizes task records for which the value of the Display In field is To Do and Activities.)

The following section describes the synchronization behavior that occurs when the administrator has disabled Allow Record Deletions in the PIM Domains list record for the Exchange Task domain.

Allow Record Deletions Is Not Selected

If the administrator has cleared the Allow Record Deletions check box in the PIM Domains record for Exchange Task, the following situation can occur:

A task item is created in Microsoft Outlook. Provided that Inbound Activity Filtering is disabled or the record contains a value that Inbound Activity Filtering accepts as valid for synchronization, SSSE synchronizes the task to the Siebel database. A user deletes the task in the Siebel To Do list. On subsequent synchronizations, no change occurs to the Microsoft Outlook task, but the task is not re-synchronized with the Siebel database. However, if a user makes a change to the Microsoft Outlook task (or if Microsoft Exchange detects a possible change resulting from accessing the task), then that task will be re-synchronized with the Siebel database (again, provided that Inbound Activity Filtering is disabled or provided that the task record contains a value that Inbound Activity Filtering recognizes as valid for synchronization). For more information about the Allow Record Deletions setting, see About Allowing or Preventing Record Deletions for a Domain.

Related Topic

About Using SSSE with Task Records

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