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Controlling How Siebel CRM Desktop Deletes Records During Synchronization

You can control how Siebel CRM Desktop deletes records during a synchronization. The delete confirmation feature allows the user to cancel, during synchronization, a deletion that the user made in Microsoft Outlook. If you enable this feature, then Siebel CRM Desktop does the following work:

• Displays the Confirm Synchronization tab on the Synchronization Control Panel dialog box.
• Uses the Confirm Synchronization tab to allow the user to confirm the delete operation. If the user deletes records in Microsoft Outlook, then Siebel CRM Desktop displays the Confirm Synchronization tab during synchronization. If the user confirms, then Siebel CRM Desktop removes the deleted records from the Siebel database on the Siebel Server. For more information, see How the Number of Deleted Records Determines Delete Confirmation.

To control how Siebel CRM Desktop deletes records during synchronization

1. Use an XML editor to open the connector_configuration.xml file.
2. To display the Confirm Synchronization tab on the Synchronization Control Panel dialog box, you do the following:
   1. Add the following code to the root tag of the connector_configuration.xml file:

   <features deletion_confirmation_mode="enable"/>

   For more information, see Setting the Delete Confirmation Mode Attribute.

   2. Specify the objects that Siebel CRM Desktop displays in the Delete on Siebel list in the Confirm Synchronization tab.

      For more information, see Specifying the Type of Object the User Can Confirm for Deletion.

3. To suppress display of the Confirm Synchronization tab on the Synchronization Control Panel dialog box, add the following code to the root tag of the connector_configuration.xml file:

   <features deletion_confirmation_mode="suppress"/>

How the Number of Deleted Records Determines Delete Confirmation

The number of records that the user has deleted determines whether or not Siebel CRM Desktop displays the Confirm Synchronization tab. For example:

• If the user deletes three or more accounts, ten or more contacts, or five or more opportunities, then Siebel CRM Desktop displays the Confirm Synchronization tab.
• If the user deletes only one or two accounts, then Siebel CRM Desktop does not display the Confirm Synchronization tab.

Table 12 lists the minimum number of records that the user must delete to cause Siebel CRM Desktop to display the Confirm Synchronization tab. For information on how to configure this behavior, see Specifying the Type of Object the User Can Confirm for Deletion.

Setting the Delete Confirmation Mode Attribute

To control the Confirm Synchronization Tab on the Synchronization Control Panel dialog box, you use the deletion_confirmation_mode attribute of the connector_configuration.xml file.

Table 13 describes the values you can use for the deletion_confirmation_mode attribute.

The following example sets the deletion_confirmation_mode attribute to revert_only. The ellipses (. . .) indicates code that this book omits from this example for brevity:

<root>

<features deletion_confirmation_mode="revert_only"

. . .

</features>

Specifying the Type of Object the User Can Confirm for Deletion

You can specify the type of object that Siebel CRM Desktop displays in the Delete on Siebel list in the Confirm Synchronization tab. For example, you can specify Siebel CRM Desktop to display only opportunity records.

To specify the type of object the user can confirm for deletion

1. Use an XML editor to open the connector_cinfiguration.xml file.
2. Locate the object type that Siebel CRM Desktop must display in the Delete on Siebel list in the Confirm Synchronization tab list.

   For example, for opportunities, locate the following object type:

   type id="Opportunity"

3. In the object you located in Step 2 add the synchronizer tag.

   For example, add the following tag:

   <synchronizer name_format=":[:(Name):]" threshold="5">

   For more information, see Setting the Synchronizer Tag.

4. Repeat Step 2 through Step 3 for each type of object that Siebel CRM Desktop must display in the Delete on Siebel list.

Setting the Synchronizer Tag

The synchronizer tag in the connector_configuration.xml file controls the type of records that Siebel CRM Desktop displays in the Delete on Siebel list in the Confirm Synchronization tab list. It includes a threshold attribute.

In the following example, the threshold attribute set to 5 causes Siebel CRM Desktop to display the Confirm Synchronization tab only if the user deleted five or more opportunities since the last synchronization:

<type id="Opportunity" state_field="ObjectState">

<view label="#obj_opportunity" label_plural="#obj_opportunity_plural" small_icon="type_image:Opportunity:16" normal_icon="type_image:Opportunity:24" large_icon="type_image:Opportunity:48"></view>

<synchronizer name_format=":[:(Name):]" threshold="5">

<links>

</links>

<natural_keys>

</natural_keys>

</synchronizer>

</type>

Table 14 describes the values for the threshold attribute of the synchronizer tag.