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About Activities and Calendar Records


In Siebel Business Applications, task and calendar records are both types of activity records, that is, calendar records are a subset of activity records. When viewed in Siebel Business Applications, all activity records (including records classified as calendar items) appear in the Activities view. SSSE, however, allows you to synchronize calendar records and activity task records separately. Separate treatment is necessary for Microsoft Exchange which treats calendar records and task records as distinct record types.

The value in the Display In field determines how a new Siebel activity record is synchronized with Microsoft Exchange Server. Each Siebel activity record is treated in one of three ways—it is synchronized as a calendar record, it is synchronized as a Task, or it is excluded from synchronization. Table 39 summarizes how activities created in Siebel Business Applications are synchronized based on the value of the Display In field.

Table 39. Synchronization of Siebel Activities Records with Microsoft Exchange Records
Siebel Display In Value
Microsoft Exchange Record Type
Record Synchronized as

Calendar and Activities

Calendar

Calendar

To Do and Activities

Task

Task

Activities Only

Communications and Activities

Not applicable

Not synchronized

Similarly, when users create items in Microsoft Outlook that SSSE synchronizes with a Siebel application, SSSE automatically sets the Display In field to the appropriate value depending on the PIM record type. Table 40 summarizes how the Display In field is set when a record that was created in Microsoft Outlook is synchronized with Siebel Business Applications.

Table 40. Synchronization of Microsoft Exchange Records with Siebel Activities Records
Microsoft Exchange Record Type
Siebel Display In Value
Record Synchronized as

Task

To Do and Activities

To Do

Calendar

Calendar and Activities

Calendar

When synchronization adds a Microsoft Exchange task to Siebel Business Applications, SSSE sets the Display In field to a value of To Do and Activities. If a user subsequently changes the Siebel Display In field to Calendar and Activities, the activity appears in the Siebel calendar. During the next synchronization, SSSE deletes this item from the Exchange Task list and adds it to the Exchange calendar.

For both calendar and task records created in Microsoft Exchange, the value of the Category field sometimes also affects whether the record is synchronized. This depends on whether or not the administrator has set up inbound activity filtering, either with or without translation mappings. For more information about inbound activity filtering, see Process of Enabling Inbound Activity Filtering.

For information on the synchronization behavior that occurs when the administrator disables Allow Record Deletions in the PIM Domain record for Exchange calendar, see About Allowing or Preventing Record Deletions for a Domain.

Related Topic

About Using SSSE with Calendar Records

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