Bookshelf v8.0: What's New in This Release

What's New in This Release

What's New in Siebel Server Sync Guide, Version 8.0, Rev. D

Table 1 lists the changes in this version of the documentation to support this release of the software.

Table 1. What's New in Siebel Server Sync Guide, Version 8.0, Rev. D
Topic	Description
About Siebel Server Sync for Microsoft Exchange Server	Modified topic. Removed references to unsupported products.
Applying SSSE Index Files to the Database	New topic. It describes how to apply Oracle's Siebel Server Sync for Microsoft Exchange Server (SSSE) indexes to the logical and physical Siebel CRM schemas. Activating the SSSE indexes improves PIMSI Dispatcher performance.
About Migrating SSSE Users to Microsoft Exchange Server 2010	Modified topic. After migrating SSSE user records to Microsoft Exchange Server 2010, the user's synchronization status is updated in the S_SD_EXCH_STATE and S_SD_STATE_DATA tables for each domain.

What's New in Siebel Server Sync Guide, Version 8.0, Rev. C

Table 2 lists the changes in this version of the documentation to support this release of the software.

Table 2. What's New in Siebel Server Sync Guide, Version 8.0, Rev. C
Topic	Description
SSSE Synchronization Options	Modified topic. Synchronization of data from the Siebel Personal Contacts and Employees domains is not supported if you are using Microsoft Exchange Server 2010.
About Exchange Connector SSSE Architecture	Modified topics. Support has been added for Microsoft Exchange Server 2010. A Web service Exchange Connector is supported for SSSE environments that implement Microsoft Exchange Server 2010.
Process of Preparing Microsoft Exchange 2000 Environment for SSSE Installation	Deleted topic. Microsoft Exchange Server 2000 is no longer supported. All references to Microsoft Exchange Server 2000 have been removed from this guide.
Firewall Between PIMSI Engine and Exchange Server 2010 Host	New topic. Added information on the ports that must be opened for a firewall located between the PIMSI Engine and Microsoft Exchange Server 2010 hosts.
Requirements for Installing SSSE Components in a Cluster Configuration	New topic. It describes the requirements for installing Siebel Server Sync for Microsoft Exchange Server (SSSE) in a cluster configuration.
About Migrating SSSE Users to Microsoft Exchange Server 2010	New topic. If you upgrade an SSSE environment to use Microsoft Exchange Server 2010, during the initial synchronization cycle, SSSE migrates previously synchronized user records so that they are compatible with Exchange Server 2010.
Modifying Enterprise and Server Component Parameters	Modified topic. To ensure that SSSE parameter settings are consistent on all the servers in your Enterprise, set SSSE-related parameters at the Enterprise level rather than at the server component level.
PIMSI Engine Server Component Parameters	Modified topic. If the Generic Siebel Organizer is the only attendee of a meeting, SSSE deletes the meeting.
Configuring Exchange Service Account Access Permissions Using a Script	Modified topic. If you are using Microsoft Exchange Server 2007, use the ssse_exchange2k7_permissions.ps1 script to grant access to other users' mailboxes for the Exchange Connector application user. If you are using Microsoft Exchange Server 2010, use the ssse_exchange2k10_permissions.ps1 script.
Configuring Exchange Service Account Access Permissions Manually	Modified topic. With Microsoft Exchange Server 2007 and 2010, use the Exchange Management Console to configure Exchange service account credentials manually.
Configuring Exchange Connector Support	New topic. It describes how to configure the type of Exchange Connector support that is available in your SSSE implementation: Web service Exchange Connector only, or DCOM and Web service 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)	New topics. They describe how to configure the Web service Exchange Connector.
Process of Configuring the DCOM Exchange Connector	New topic. It describes the tasks involved in configuring the DCOM Exchange Connector.
Configuring the Exchange Connector DCOM Settings	Modified topic. Register the Siebel Exchange Connector components in the system registry of all computers that run the Exchange Connector applications.
Modifying SSSE Log File Settings	Modified topic. The Web service Exchange Connector log messages are included in the PIMSI engine component log files.
Configuring and Starting PIMSI Dispatcher	Modified topic. You can configure PIMSI Dispatcher to create PIMSI Engine tasks for specific groups of users, rather than for all users.
Changing SSSE Default Values For Synchronization Conflicts	Modified topic. You can change the default behavior of SSSE so that when synchronization conflicts occur, SSSE resolves the conflict by using Microsoft Exchange data instead of Siebel data.
Setting Extract Start Dates for Users	Modified topic. The Extract State Date parameter applies to initial extracts and to subsequent ongoing extract cycles.
About Setting Calendar and Task Record Synchronization Options Implementing Opt-In Synchronization for Calendar and Task Records	New topics. If you enable the Full Sync synchronization option for the Calendar or Task domains, the Opt-in feature and the Ignore private records feature provide flexibility in determining whether or not Microsoft Outlook calendar and task records are synchronized with Siebel Business Applications.
Skipping Records That Generate Synchronization Errors	New topic. If a record fails to synchronize as a result of a record-level error, you can configure SSSE so that it either attempts to synchronize the record in subsequent synchronization cycles or it skips the record.
Configuring System Alerts for Email Notification of PIMSI Engine Synchronization Errors	Modified topic. If you configure large error message notifications, increase the maximum notification size by setting the NOTIFYMSGSIZE parameter to an appropriate value.
Configuring System Alerts for Email Notification of DCOM Exchange Connector Synchronization Errors	New topic. You can configure SSSE so that the administrator is notified by email of Exchange Connector synchronization errors.
Example of Changing Integration Objects About SSSE Data Maps Example of Changing Data Maps	Modified topics. If you are using the Web service Exchange Connector, you must configure the following additional objects when customizing SSSE: PIMSI Intermediate EWS Business Contact integration object PIMSI EWS Create Contact Outbound Map PIMSI EWS Update Contact Outbound Map
Synchronization of Calendar Items	Modified topic. SSSE performs synchronization of Microsoft Outlook calendar appointments with Siebel CRM through the meeting organizer's calendar only, provided that the meeting organizer is enabled to use SSSE.
Task Reminders and Alarms	Deleted topic. Task reminders set in Microsoft Outlook and alarm flags set in Siebel CRM are not synchronized.
Synchronization of Contact Phone Numbers	New topic. It describes how telephone numbers are formatted when SSSE synchronizes contacts between Microsoft Outlook and Siebel Business Applications.
(Optional) Configuring Siebel Outlook Add-In for Web Single Sign-On Authentication	New topic. It describes how to enable Web Single Sign-On user authentication for the Siebel Outlook Add-In client if the Siebel application uses Web Single Sign-On (Web SSO) as the user authentication mechanism.
About Embedded Outlook Calendar	Modified topic. Support for the Embedded Outlook Calendar is not available if you are using Microsoft Outlook 2010.
Enabling Embedded Outlook Calendar Visibility	Modified topic. To allow user visibility to the Embedded Outlook Calendar (EOC), there must be a trust relationship between the Active Directory domain in which the EOC user's computer runs and the domain in which the EOC user's Microsoft Exchange Server runs.

What's New in Siebel Server Sync Guide, Version 8.0, Rev. B

Table 3 lists changes in this version of the documentation to support this release of the software.

Table 3. What's New in Siebel Server Sync Guide, Version 8.0, Rev. B
Topic	Description
About SSSE Contact Record Matching	New topic describing how Siebel Server Sync for Microsoft Exchange Server (SSSE) matches contact records during the synchronization process.
Process of Preparing a Microsoft Exchange 2007 Environment for SSSE Installation	New topic. Microsoft Exchange 2007 is supported in the current release of Siebel Business Applications.
Installing Siebel Server for SSSE	Amended topic. To install SSSE, when you run the Siebel Enterprise Server installer to install the Siebel Server software, you must select the Custom installation option.
Configuring Exchange Service Account Access Permissions Using a Script	Amended topic. When you run the ssse_exchange2k3_permissions.vbs script, you can specify whether you want to grant the Microsoft Exchange service account full access permission to the mailboxes of a specified user, or to a list of users.
Configuring the Exchange Connector DCOM Settings	Amended topic. The user account under which the Exchange Connector application runs must be a local administrator on the Exchange Connector machine.
Using Fully Qualified Email Addresses	New topic. You can configure the UserMailBoxIDSource Exchange Connector parameter to specify the method used to construct the URL that is used to access a user's Microsoft Exchange mailbox in the WebDAV calls issued by SSSE.
About Configuring SSSE for Multiple AD Forest Environments (DCOM Connector) Process of Configuring SSSE for Multiple AD Forests (DCOM Connector)	New topics. You can configure SSSE to run in Microsoft Exchange environments that include more than one Active Directory forest.
Configuring Support for Items Archived in Microsoft Outlook	New topic. You can maintain Siebel records for items that have been archived from Microsoft Outlook by specifying a value for the ArchiveGracePeriod parameter.
Configuring Recurring Appointments	New topic. You can configure the number of individual appointments that are created in the Siebel application for Microsoft Outlook appointments that have a recurrence pattern that is not supported in the Siebel application.
Enabling and Disabling Contact Record Matching	New topic. The administrator can choose to enable or disable record matching when contact records are synchronized.
Setting Extract Start Dates for Users	New topic. The administrator can specify initial extract start dates for individual users.
Implementing Import-Only Synchronization of Calendar Records	New topic. If you implement the Full Sync synchronization option for the Calendar domain, you can choose to implement one-way synchronization from Microsoft Exchange to your Siebel application for calendar records.
Process of Configuring Email Notification of Synchronization Errors	New topic. The administrator can configure SSSE to generate email notifications for error messages that occur during synchronization.
Example of Changing Integration Objects Example of Changing Data Maps Example of Changing Siebel Domain Configurations Example of Changing PIM Domain Configurations Example of Changing Domain Map Configurations	Amended topics. The examples illustrating how to customize the fields that SSSE synchronizes have been revised.
(Optional) Setting the Bucket Size User Property for Siebel Outlook Add-In	New topic. The Bucket Size user property of the Messaging Client Data Service business service determines the number of Siebel data records that the Siebel Add-In Update Agent downloads to each user's local cache when the local cache is initialized or refreshed.
Initializing Siebel Outlook Add-In	Amended topic. When your Siebel application password changes, you must manually update the Siebel password in Microsoft Outlook.
Process of Configuring Custom Objects in Siebel Outlook Add-In	New topic. You can configure the Siebel Outlook Add-In to display additional Siebel objects in Microsoft Exchange.

Additional Changes

References to Siebel SupportWeb have been removed from the guide:

The Siebel Bookshelf is available on Oracle Technology Network (http://www.oracle.com/technetwork/indexes/documentation/index.html) and Oracle Software Delivery Cloud. It might also be installed locally on your intranet or on a network location.
Siebel System Requirements and Supported Platforms is located on Oracle Technology Network.
Other Siebel CRM documentation (Release Notes, Maintenance Release Guides, Technical Notes, Alerts, Troubleshooting Steps, FAQs, Error Messages) is located on My Oracle Support.

What's New in Siebel Server Sync Guide, Version 8.0, Rev. A

Table 4 lists changes in this version of the documentation to support this release of the software.

Table 4. What's New in Siebel Server Sync Guide, Version 8.0, Rev. A
Topic	Description
SSSE System Requirements	Added information about clustered environments.
Initial Extract and Ongoing Extract	Added information about case-sensitivity.
Process of Preparing Microsoft Exchange 2000 Environment for SSSE Installation	Corrected topic. Not all tasks in this process must be performed on both PIMSI Engine machines and Exchange Connector machines.
Installing Exchange 2000 System Management Tools	Corrected topic. This task is required for Exchange Connector machines, but not for PIMSI Engine machines that do not run Exchange Connector.
Process of Preparing a Microsoft Exchange 2003 Environment for SSSE Installation	Corrected topic. Not all tasks in this process must be performed on both PIMSI Engine machines and Exchange Connector machines.
Installing Exchange 2003 System Management Tools	Corrected topic. This task is required for Exchange Connector machines, but not for PIMSI Engine machines that do not run Exchange Connector.
Configuring Firewalls for Use with SSSE	Updated URL for Microsoft article called Using Distributed COM with firewalls.
About Tuning SSSE for Optimal Performance	Added a new topic about specific SSSE parameters that can affect performance.
Modifying Enterprise and Server Component Parameters	Added more information about requirements for Extract Start Date Format parameter and Generic Siebel Organizer Login parameter. Corrected guideline for when to use Force Email Lowercase for Attendees parameter; decide whether to use this parameter based on Siebel email addresses rather than Exchange email addresses. Added information about MaxTasks parameter.
About the Exchange Service Account	Added a note regarding Exchange account requirements.
Configuring User Mailbox Access for the Exchange Service Account	Modified topic to add information about Send As privileges that must be granted explicitly for some versions of Exchange.
Setting Up the DCOM Exchange Connector Share Directory	Modified topic to clarify share name requirements.
Configuring DCOM Exchange Connector Application Security	Corrected Step 9 of the procedure for configuring Exchange Connector DCOM security. The user identity that the Exchange Connector uses must have permission to read Exchange mailboxes, but does not need to match the identity of the user who starts the Siebel Server Windows services.
Configuring DCOM Exchange Connector Parameters	Modified topic to clarify the share name requirements.
Configuring the Database for SSSE	Added a caution about changing triggers.
About Synchronizing Additional Fields	Added information about why synchronization is not supported for certain fields.
Factors That Determine Calendar Synchronization About Creating, Modifying, or Deleting an Appointment	Added information about how archiving affects the synchronization of calendar records.
(Optional) Setting Siebel Outlook Add-In Objects and Fields	Added a new topic that describes how to make optional adjustments to the information that Outlook Add-In provides.
Enabling Embedded Outlook Calendar Visibility	Modified topic to include additional requirements.

What's New in Siebel Server Sync Guide, Version 8.0

Table 5 lists changes in this version of the documentation to support this release of the software.

Table 5. What's New in Siebel Server Sync Guide, Version 8.0
Topic	Description
Supported PIMs	Supported platforms information has been moved to Siebel System Requirements and Supported Platforms on Oracle Technology Network.
SSSE Deployment Options	Added a caution regarding workflows.
SSSE System Requirements	Added information about Active Directory forest requirement, troubleshooting a shortage of database connections, and time zone requirements. Information about required operating systems has been moved to Siebel System Requirements and Supported Platforms on Oracle Technology Network.
Initial Extract and Ongoing Extract	Added more information about deletion behavior during ongoing synchronization.
Roadmap for Installing SSSE	Added a cross-reference to new topic about configuring firewalls for use with SSSE.
Installing Siebel Server Sync for Microsoft Exchange Server	Added a note about support for Multi Server Installation.
Installing Microsoft Exchange Server Service Pack 3 Rollup	Added information about why this software is needed on PIMSI Engine and Exchange Connector machines.
Installing Siebel Server Sync for Microsoft Exchange Server Configuring Siebel Server Sync for Microsoft Exchange Server	Installation and configuration tasks for SSSE have changed. You can now perform many configuration tasks from the Siebel Configuration Wizard.
Configuring Firewalls for Use with SSSE	Added a new topic containing information about how to configure firewalls for use with SSSE.
About Configuring SSSE Process of Enabling Inbound Activity Filtering	Added new topics about how administrators can let users choose which calendar and task items in Exchange to synchronize to the Siebel database.
Modifying Enterprise and Server Component Parameters	Added a new topic about server component parameters for SSSE. Included descriptions of parameters related to HTTPS. Also added information about how to configure SSSE to allow users to specify which Exchange Calendar and Task items to synchronize.
About the Exchange Service Account	Added a new topic about the privileges that the Exchange Connector needs for proper operation.
Setting Up the DCOM Exchange Connector Share Directory	Added information about one automatically configured share. Updated name of Exchange Connector record.
Populating DB_LAST_UPD Columns	Removed topic. Populating DB_LAST_UPD Columns. This procedure is no longer required.
Configuring DCOM Exchange Connector Application Security	Added conceptual information about DCOM settings.
Configuring the IIS Web Server for Microsoft Exchange (DCOM Connector)	Removed references to AllowDotInPath and DenyURLSequences settings that do not apply to Siebel CRM version 8.0. Updated to reflect added support for HTTPS.
Setting DCOM Exchange Connector Log Levels Modifying SSSE Log File Settings	Added information about new log file viewing functionality available through the Siebel Diagnostic Tool.
About Using Exchange Virtual Directories	Added a new topic about configuring Exchange Connector parameters to use Exchange virtual directories.
Configuring DCOM Exchange Connector Parameters	Added information about specifying the preferred Global Catalog servers for Exchange Connector to contact. Added information about configuring non-default Exchange virtual directory names. Removed references to former Exchange Connector parameters that have been replaced by server component parameters. Updated section and parameter names that have changed for Siebel CRM version 8.0.
Configuring the Database for SSSE	Added new topic about simplified database preparations.
Configuring and Starting PIMSI Dispatcher	Added additional information about Dispatcher parameters.
Changing Interdependent Server Configuration Values	Added a new topic about modifying certain settings that require a corresponding change in related settings.
Setting Siebel Domain-Level Synchronization	Added information about how to configure SSSE to allow users to specify which Exchange calendar and task items to synchronize.
About Allowing or Preventing Record Deletions for a Domain	Added a new topic about how the Add Record Deletions setting affects synchronization after record deletions.
Allowing or Preventing Record Deletions	Added a new topic about allowing users to omit individual records from synchronization.
Setting User-Level Synchronization About Using SSSE with Contact Records	Added information to clarify how the Visibility setting affects which records are available for synchronization by a specific user.
Mapping Multiple Users	Added information about using predefined queries to map multiple users with specific characteristics.
Setting Up Translation Mappings for Inbound Activity Filtering	Added a new topic about how to configure SSSE to let users specify which Exchange calendar and task items to synchronize.
About SSSE Table Maintenance Reinitializing an SSSE User	Added information about the effects of unmapping and remapping a user.
About SSSE Log Files	Added information about error messages that can safely be ignored.
About Moving or Deleting Mailboxes for SSSE Users	Added information about how to move or delete the Exchange mailbox for an SSSE user.
About Customizing SSSE About Customizing Delta Queries Changing Delta Query Profile Configuration Parameters	Added information about customizing delta queries to change which fields SSSE synchronizes.
About SSSE User Filtering	Modified topic to improve accuracy about user filtering queries.
About Creating Custom Delete Triggers Creating Custom Delete Triggers	Added new topics about creating custom delete triggers to support other customizations.
About Using SSSE with Calendar Records	Added information about specifying which Exchange calendar and task items to synchronize and about resolution of Exchange distribution lists during synchronization of calendar records. Also added information about how inbound activity filtering affects synchronization of calendar records.
Factors That Determine Calendar Synchronization About Activities and Calendar Records About Using SSSE with Task Records About Creating, Modifying, or Deleting a Task Record	Added information about specifying which Exchange calendar and task items to synchronize.
About Activities and Calendar Records Factors That Determine Task Record Synchronization	Added information about how the Allow Record Deletions setting can affect synchronization after record deletion.
Factors That Determine Task Record Synchronization	Added information about how inbound activity filtering affects synchronization of to do records.
Synchronization Error Messages	Added a new topic that lists error messages for minor synchronization problems.
System Requirements for Siebel Outlook Add-In	Information about supported versions of Microsoft Outlook has been moved to Siebel System Requirements and Supported Platforms on Oracle Technology Network.
About Embedded Outlook Calendar	Modified topic wording to improve clarity.
System Requirements for Embedded Outlook Calendar	Information about supported versions of Microsoft Outlook has been moved to Siebel System Requirements and Supported Platforms on Oracle Technology Network.
Enabling Embedded Outlook Calendar Visibility	Modified topic to include additional requirements.

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