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Siebel Server Sync Guide
What's New in This Release
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Introducing Siebel Server Sync
About SSSE
SSSE Deployment Options
SSSE Synchronization Options
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Siebel Server Sync Architecture Overview
About PIMSI Engine
About PIMSI Dispatcher
About Exchange Connector
Important SSSE Terminology
Initial Extract and Ongoing Extract
SSSE System Requirements
SSSE Architecture
Required Components for SSSE
PIMSI Engine Data Flow
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Installing Siebel Server Sync
Roadmap for Installing SSSE
Process of Preparing Microsoft Exchange 2000 Environment for SSSE Installation
Installing Exchange 2000 System Management Tools
Installing Exchange 2000 Server Service Pack 3
Installing Exchange Server Service Pack 3 Rollup
Installing MSXML 4.0 SP2
Checking Domain Controller Properties
Process of Preparing Microsoft Exchange 2003 Environment for SSSE Installation
Installing Exchange 2003 System Management Tools
Installing Exchange 2003 Server Service Pack 1
Installing MSXML 4.0 SP2 (for Exchange 2003)
Checking Domain Controller Properties (for Exchange 2003)
Configuring Firewalls for Use With SSSE
Installing Siebel Server for PIMSI Dispatcher
Installing Siebel Server for PIMSI Engine
Installing Siebel Exchange Connector
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Configuring Siebel Server Sync
Process of Configuring SSSE
Modifying the Database
Modifying the Repository
Modifying Seed Data
Verifying SSSE Component Definitions
About Tuning SSSE for Optimal Performance
Setting Up the Connector Share Directory
About Exchange Service Account Privileges
Configuring Exchange Service Account Credentials
Setting System Preferences for SSSE
Configuring the Database for SSSE
Populating DB_LAST_UPD Columns
Configuring the IIS Web Server for Exchange
Configuring Exchange Connector Application DCOM Security
Designating Trusted Exchange Servers
Modifying Log File Settings
Configuring the Generic Siebel Organizer
Configuring the Default Account
Tuning SSSE Siebel Profile Parameters
About Mapping Exchange Connectors to Exchange Servers
About Using Exchange Virtual Directories
Configuring Exchange Connector Parameters
Enabling and Disabling Components on SSSE Servers
Restarting Siebel Services
Configuring and Starting PIMSI Dispatcher
Setting Exchange Connector Log Levels
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Customizing Siebel Server Sync
About Customizing SSSE
About Synchronizing Additional Fields
About SSSE Integration Objects
About SSSE Data Maps
Process of Customizing SSSE
Changing Integration Objects
Example of Changing Integration Objects (New Field)
Example of Changing Integration Objects (Existing Field)
Changing SSSE Data Maps
Example of Changing Data Maps (New Field)
Example of Changing Data Maps (Existing Field)
Changing Siebel Domain Configurations
Example of Changing Siebel Domain Configurations (New Field)
Example of Changing Siebel Domain Configurations (Existing Field)
Changing PIM Domain Configuration
Example of Changing PIM Domain Configuration
Changing Domain Map Configurations
About SSSE User Filtering
Changing User Filtering Configurations
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Administering Siebel Server Sync
About Administering SSSE
Establishing Domains for SSSE
Setting Siebel Domain-Level Synchronization
Setting PIM Category Values for Siebel Domains
Setting Required Siebel Domain Fields and Defaults
Setting Required PIM Domain Fields and Defaults
SSSE Domain Mapping
Mapping PIM Domains and Siebel Domains
About Resolving Synchronization Conflicts
Mapping Fields
Setting Key Fields
Setting Field-Level Synchronization
Setting SSSE Group and User Access Controls
Setting User-Level Synchronization
Setting Group-Level Synchronization
Mapping Individual Users
Mapping Multiple Users
Enabling or Disabling User Synchronization
About SSSE File Maintenance
Reinitializing an SSSE User
About SSSE Log Files
About Moving or Deleting Mailboxes for SSSE Users
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Using Siebel Server Sync
About Using SSSE
Scenarios for SSSE
About Using SSSE with Calendar Records
Factors That Determine Calendar Synchronization
About Activities and Calendar Records
Creating, Modifying, or Deleting an Appointment
Creating or Modifying a Recurring Appointment
Scheduling an All-Day Appointment
Adding an Attachment to an Appointment
Calendar Appointments with Multiple Attendees
About Using SSSE with To Do Records
Factors That Determine To Do Record Synchronization
Creating, Modifying, or Deleting a To Do Record
Creating or Modifying a Recurring To Do Record
Adding an Attachment to a To Do Record
Assigning To Do Activities to Other Users
Assigning Priorities to a To Do Record
Assigning Status Values to a To Do Record
Setting a To Do Activity Alarm
About Using SSSE with Contacts Records
Designating Contact Records for Synchronization
Ending Synchronization of Contact Records
Creating, Modifying, or Deleting a Contact
Adding an Attachment to a Contact
Creating a Personal Contact
Account-to-Contact Relationships
Contact Access
Changing Contact Domains
About Using SSSE with Employee Records
Synchronizing Employees
Designating Employee Records for Synchronization
Ending Synchronization of Employee Records
Creating or Modifying an Employee
Deleting an Employee
About Minor Error Messages
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Setting Up and Using Siebel Outlook Add-In
About Siebel Outlook Add-In
Siebel Outlook Add-In Controls
System Requirements for Siebel Outlook Add-In
Process of Setting Up Siebel Outlook Add-In
Setting Enterprise Server Parameters
(Optional) Setting Siebel Outlook Add-In Objects and Fields
Installing Siebel Outlook Add-In
Clearing Browser Objects
Initializing Siebel Outlook Add-In
Testing Siebel Outlook Add-In
Setting Siebel Outlook Add-In Options
Setting the Cache Refresh Interval
Setting the Quick Link Retention Period
Using Siebel Outlook Add-In
Linking to Siebel Data from Outlook
Using Outlook Add-In Quick Links
Using Outlook Add-In Links
Removing Links to Siebel Data
About Using Outlook Add-In with the Mobile Web Client
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Setting Up and Using Embedded Outlook Calendar
About Embedded Outlook Calendar
About Siebel Calendars and Views
System Requirements for Embedded Outlook Calendar
Process of Setting Up Embedded Outlook Calendar
Verifying the Outlook Day/Week/Month View Names
Enabling Embedded Outlook Calendar Visibility
About Using Embedded Outlook Calendar
About Embedded Outlook Calendar and the Siebel Mobile Web Client
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