Bookshelf v7.8: What's New in This Release

What's New in This Release

What's New in Siebel Server Sync Guide, Version 7.8, Rev. C

No new features have been added to this guide for this release. This guide has been updated to reflect only product name changes.

What's New in Siebel Server Sync Guide, Version 7.8, Rev B

Table 1 lists changes described in this version of the documentation to support release 7.8 of the software.

Table 1. What's New in Siebel Server Sync Guide, Version 7.8, Rev B
Topic	Description
About SSSE Contact Record Matching	New topic describing the IgnoreContactMatching parameter and the contact record matching process.
Process of Installing SSSE in a Microsoft Exchange 2007 Environment Installing Exchange 2007 System Management Tools Installing Messaging Application Program Interface Installing MSXML 4.0 SP2 (for Microsoft Exchange 2007) Checking Domain Controller Properties (for Microsoft Exchange 2007)	New topics. Microsoft Exchange 2007 is supported in the current release of Siebel Business Applications.
Verifying SSSE Component Definitions	Deleted topic. The tasks outlined in this topic are not applicable to release 7.8 of Siebel Business Applications.
Configuring Credentials Using a Script (Microsoft Exchange 2007)	New topic. If you are using Microsoft Exchange 2007, use the ssse_exchange2k7_permissions.ps1 script to grant access to other users' mailboxes for the Exchange Connector application user.
Configuring Credentials Using a Script (Microsoft Exchange 2000 or 2003)	Revised 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 Database for SSSE	Deleted topic. It is not necessary to reinstall the database triggers for SSSE after running the Generate Triggers server component.
Configuring the Exchange Connector DCOM Settings	Revised topic. The user account under which the Exchange Connector application runs must be a local administrator on the Exchange Connector computer.
Tuning SSSE Siebel Profile Parameters	Revised topic. The AddAttendee parameter allows you to specify that when Siebel Server Sync for Microsoft Exchange Server (SSSE) synchronizes data relating to appointment attendees, the most current data in Microsoft Outlook takes precedence over the related data in the Siebel application.
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.
About Configuring SSSE for Multiple Active Directory Forest Environments Process of Configuring SSSE for Multiple Active Directory Forests	New topics. You can configure SSSE to run in Microsoft Exchange environments that include more than one Active Directory forest.
Creating PIMSI Dispatcher User Groups	New topic. You can configure the PIMSI Dispatcher to create PIMSI Engine tasks for specific groups of users at a time, rather than for all users.
Configuring Support for Items Archived in Microsoft Outlook	New topic. You can maintain Siebel CRM 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 SSSE to regularly create appointments in your Siebel application for Microsoft Outlook appointments that have a Meeting Repeat frequency that is not supported in Siebel Business Applications.
Enabling and Disabling Contact Record Matching	New topic. You can enable or disable contact record matching during SSSE synchronization by setting the appropriate value for the IgnoreContactMatching parameter.
Setting Initial 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.
About Setting Calendar and Task Record Synchronization Options Implementing Opt-In Synchronization for Calendar and Task Records Skipping Private Calendar or Task Records During Synchronization	New topics. If you enable the Full Sync synchronization option for the Calendar or To Do 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 the Siebel application.
Reinitializing an SSSE User	Deleted topic. It is not necessary to reinitialize a user after the initial extraction has been performed.
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.
Process of Configuring Email Notification of Synchronization Errors Configuring System Alerts for Email Notification of PIMSI Engine Synchronization Errors Configuring System Alerts for Email Notification of Exchange Connector Synchronization Errors	New topics. The administrator can configure SSSE to generate email notifications of synchronization errors generated by the PIMSI Engine and Exchange Connector.
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	Revised topics. The examples of customizing SSSE have been revised.
(Optional) Setting the Bucket Size User Property for Siebel Outlook Add-In	New topic. You can set a value for the Bucket Size user property of the Messaging Client Data Service business service. This value determines the number of Siebel data records that the Siebel Add-In Update Agent downloads to each user's local cache each time the local cache is initialized or refreshed.
Initializing Siebel Outlook Add-In	Revised topic. If you enter an incorrect Siebel password in Microsoft Outlook, Siebel Outlook Add-In cannot create or update the local cache until you either log in to the Siebel application or change the 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 7.8, Revision A

Table 2 lists changes in this version of the documentation. This revision provides increased accuracy and usability to support release 7.8 of Oracle's Siebel Server Sync for Microsoft Exchange (SSSE) software.

Table 2. What's New in Siebel Server Sync Guide, Version 7.8, Revision A
Topic	Description
SSSE Deployment Options	Added a caution regarding workflows.
Supported PIMs	Supported platforms information has been moved to System Requirements and Supported Platforms on Oracle Technology Network.
Initial Extract and Ongoing Extract	Added more information about case-sensitivity during initial extract and deletion behavior during ongoing synchronization.
SSSE System Requirements	Added information about clustered environments, Active Directory forest requirement, troubleshooting a shortage of database connections, and time zone requirements. Information about required operating systems has been moved to System Requirements and Supported Platforms on Oracle Technology Network.
Process of Installing SSSE in a Microsoft Exchange 2000 Environment	Corrected topic. Not all tasks in this process must be performed on both PIMSI Engine computers and Exchange Connector computers.
Installing Exchange 2000 System Management Tools	Corrected topic. This task is required for Exchange Connector computers, but not for PIMSI Engine computers that do not run Exchange Connector.
Installing Microsoft Exchange Server Service Pack 3 Rollup	Added information about why this software is needed on PIMSI Engine and Exchange Connector computers.
Process of Installing SSSE in a Microsoft Exchange 2003 Environment	Corrected topic. Not all tasks in this process must be performed on both PIMSI Engine computers and Exchange Connector computers.
Installing Exchange 2003 System Management Tools	Corrected topic. This task is required for Exchange Connector computers, but not for PIMSI Engine computers that do not run Exchange Connector.
Configuring Firewalls for Use with SSSE	Added a new topic containing information about how to configure firewalls for use with SSSE.
Verifying SSSE Component Definitions	Added information in step 6 about how addresses are stored in Exchange and in the Siebel database. Added step 7 about setting Key Based Enabled and Application Repository File parameters.
About Tuning SSSE for Optimal Performance	Added a new topic about specific SSSE parameters that can affect performance.
Setting Up the Connector Share Directory	Modified topic to clarify share name requirements.
About the Exchange Service Account	Added a new topic about the privileges that the Exchange Connector needs for proper operation.
Configuring Exchange Service Account Credentials	Modified topic to add information about Send As privileges that must be granted explicitly for some versions of Exchange.
Configuring the Database for SSSE	Updated information about which script to use in supported database environments. Added information about reinstalling SSSE triggers after using the Generate Triggers server component. Added a caution about changing triggers.
Configuring SSSE Indexes	Corrected topic. It is recommended, rather than required, that you contact your Oracle sales representative for Oracle Advanced Customer Services to request assistance from Oracle's Application Expert Services to activate your SSSE indexes.
Populating DB_LAST_UPD Columns	Corrected topic. Optimizer does not populate the column with data, but it should be used after the column is populated. Removed the references to scripts that are no longer provided with the product.
Configuring Exchange Connector Application DCOM Security	Added conceptual information about DCOM settings. 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 the Generic Siebel Organizer	Added more information about the requirements for the Generic Siebel Organizer Login.
Tuning SSSE Siebel Profile Parameters	Added information about the following parameters: AttendeeQueryForceEmailLower, ExtractStartDateFormat, ForceTranscode, MaxAlarmLeadMinutes, and ResolveContactbyEmailAddress.
Configuring Exchange Connector Parameters	Modified topic to clarify the share name requirements. Added information about specifying the preferred Global Catalog servers for Exchange Connector to contact.
About Synchronizing Additional Fields	Added information about why synchronization is not supported for certain fields.
Setting User-Level Synchronization	Added information to clarify how the Visibility setting affects which records are available for synchronization by a specific user.
About SSSE Table Maintenance	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 a new topic about how to move or delete the Exchange mailbox for an SSSE user.
Factors That Determine Calendar Synchronization and About Creating, Modifying, or Deleting an Appointment	Added information about how archiving affects the synchronization of Calendar 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 System Requirements and Supported Platforms on Oracle Technology Network.
(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.
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 System Requirements and Supported Platforms on Oracle Technology Network.
Enabling Embedded Outlook Calendar Visibility	Modified topic to include additional requirements.

What's New in Siebel Server Sync Guide, Version 7.8

Table 3 lists changes in a prior revision of the documentation to support release 7.8 of the software.

Table 3. What's New in Siebel Server Sync Guide, Version 7.8
Topic	Description
All Topics	Siebel Server Sync for Microsoft Exchange Server (SSSE) is new functionality in release 7.8.2 that allows server-based synchronization of Siebel Calendar, Activity, and Contact data between Microsoft Exchange Servers and Siebel Servers. This allows SSSE users to view the synchronized data either in a Siebel application or in a Microsoft Exchange client application such as Microsoft Outlook.

Siebel Server Sync Guide