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Factors That Determine Calendar Synchronization
This topic describes the factors that determine calendar record synchronization. Assuming that the administrator has enabled synchronization for a relevant user, then whether or not a calendar record for the user is synchronized depends on the following factors:
- The synchronization level that the administrator sets (Full Sync, Export Only, or None).
- Whether or not the SSSE administrator has configured the InboundCalendarOnly parameter to implement one-way synchronization of calendar items from Microsoft Exchange to Siebel Business Applications. For information on the InboundCalendarOnly parameter, see Implementing Import-Only Synchronization of Calendar Records.
- The value of the following configuration parameters, which the administrator also sets:
- ExtractStartDate (in MM/DD/YYYY format)
If a nonrepeating calendar item has a Planned Completion Date that is earlier than the value of the ExtractStartDate parameter, that item is not synchronized. If a repeating calendar item has no ending date, or an ending date that is later than the value of the ExtractStartDate parameter, then that item is synchronized. For information on setting the extract start date, see Setting Extract Start Dates for Users.
- Whether a calendar record that is created in Siebel Business Applications has a Planned Start and Completion date (a Siebel calendar record without these dates will not synchronize with Microsoft Exchange).
- Whether a calendar record that is created in Siebel Business Applications has Display In set to Calendar and Activities (this Display In value is required for synchronization).
- Whether an administrator has set the Enable Inbound Activity Filtering parameter to True, what translation mappings exist for Type, and the value of the Category field for any calendar record that is created in Microsoft Exchange. If Inbound Activity Filtering is enabled and the Category value is set to a value that matches a Type translation mapping, then the calendar record is synchronized with the Siebel database.
- Whether or not the Opt-in feature or the Ignore private records feature is enabled for calendar records originating in Microsoft Outlook. For information on these features, see About Using the Opt-in Feature and About the Ignore Private Records Feature.
- Whether the user archives his or her Exchange calendar records. The process of archiving an Exchange record, whether automatic or manual, stores the record externally and deletes the record from the active data store. SSSE treats this operation as a deletion in Microsoft Outlook, which can lead to the deletion of the corresponding Siebel record at the next synchronization unless your administrator has specified a value for the ArchiveGracePeriod parameter. For further information, see Configuring Support for Items Archived in Microsoft Outlook.