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Siebel CRM Desktop for Microsoft Outlook Administration Guide > How Siebel CRM Desktop Synchronizes Data > Factors That Determine Which Data Siebel CRM Desktop Synchronizes > Factors That Determine Which Data a Siebel CRM Desktop User Can AccessA Siebel user can typically access only a subset of data that is available in the Siebel database. This topic describes that factors that determine which data a Siebel CRM Desktop user can access. How you configure Siebel CRM Desktop determines many aspects of which data Siebel CRM Desktop synchronizes. For example:
You define this configuration before you deploy Siebel CRM Desktop to your users. In the First Run Assistant, the user can choose presets for a predefined filter and define personal filters. The internal filters and server application metadata configuration always restricts access to some data, and the user filters apply a second layer of filtering. Siebel CRM Desktop applies these filters during initial synchronization and incremental synchronization. Filters Reduce the Number of Siebel CRM Records That Are Available in Siebel CRM DesktopFigure 9 illustrates how the number of Siebel CRM records that are available to the Siebel CRM Desktop Client reduces as these records encounter each set of filters. The following filters reduce the number of Siebel CRM records that are available in Siebel CRM Desktop:
Objects That Are Enabled for SynchronizationDepending on the configuration that Siebel CRM Desktop downloads for the user, a set of objects that are enabled for synchronization determine the data that Siebel CRM Desktop can synchronize. These objects are defined in the application metadata that you deploy through the customization package that is available to the user. If an object is not defined in the application metadata, then Siebel CRM Desktop does not synchronize it. Application metadata also defines the field mappings that Siebel CRM Desktop uses in the synchronization. These mappings specify how Siebel CRM Desktop synchronizes objects in Microsoft Outlook and the Siebel Server. For more information, see Customizing How Siebel CRM Desktop Maps Fields. View Modes That Are Configured in the ClientThe view modes that are configured in the client application metadata affects data access. You can configure each synchronization object with a different level of data access. This configuration is implemented as a view mode argument that Siebel CRM Desktop passes to the EAI Siebel Adapter business service during synchronization. This configuration establishes basic access control in the client. For example, data about opportunities is available to the sales representatives who are on the team for the opportunity. To implement this functionality, the default configuration for Siebel CRM Desktop specifies that the opportunity synchronization object use the sales representative view mode. Several view mode arguments are available. For example, All, Organization, Sales Rep, or Personal. For more information, see About the EAI Siebel Adapter Business Service. |
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