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SSSE Synchronization Options

SSSE supports the data synchronization options shown in Table 6.

Table 6. Available Synchronization Levels for Siebel Domains
Synchronization Level
Description

Full Sync

Bidirectional synchronization of data between the Siebel database and one or more Microsoft Exchange Servers occurs.

Export Only

Changes made in Siebel Business Applications are exported to Microsoft Exchange Server.

Import Only

NOTE:  Import Only synchronization is supported for the calendar domain only.

Changes made to calendar records in Microsoft Exchange Server are imported to Siebel Business Applications.

For information about Import Only synchronization, see Implementing Import-Only Synchronization of Calendar Records and About the Limitation Against Import Only Synchronization Level.

None

No synchronization of data takes place.

Administrators set synchronization levels. Administrators can set these options for each user on each Siebel information domain. The Siebel domains for which synchronization of data is supported are:

  • Task items
  • Business contacts
  • Personal contacts
  • Employees
  • Calendar items

Table 7 shows the default synchronization settings for each Siebel domain.

Table 7. Default Synchronization Settings for Siebel Domains
Siebel Domain
Default Synchronization Level

Business Contact

Full Sync

Personal Contact

 

Full Sync

NOTE:  Synchronization of Personal Contacts is supported only with Microsoft Exchange 2003 and 2007.

Employee

 

Export Only

NOTE:  Synchronization of Employees is supported only with Microsoft Exchange 2003 and 2007.

Siebel Calendar

Full Sync

Siebel Task

Full Sync

Synchronization levels are set for users. A user can be an individual user or groups of users specified by Organization, Position, or User List. For more information, see Process of Setting SSSE Group and User Access Controls.

If synchronization is enabled for calendar and task (to do activity) items for a user, then SSSE automatically synchronizes new or changed calendar and task records for that user. The administrator can optionally configure SSSE so that records that originate in Microsoft Exchange are not synchronized with Siebel Business Applications if they are flagged as Private, or unless the user designates them for synchronization by specifying an appropriate value for the Category field.

If synchronization is enabled for contact records, then an opt-in strategy is employed. This means that the user must use the Add To Sync List command to direct SSSE to synchronize a contact, personal contact, or employee record before the record can be synchronized between the Siebel Server and the Microsoft Exchange mailbox for that user. If a contact or personal contact record originates in Microsoft Exchange, the user must also specify an appropriate Category setting before SSSE will synchronize the record. For additional information on designating records for synchronization, see Using Siebel Server Sync for Microsoft Exchange Server.

Related Topics

Enabling and Disabling Contact Records for Synchronization

Enabling and Disabling Employee Records for Synchronization

    
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