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Scenarios for Using SSSE

This topic gives the following examples of how SSSE might be used. You might use SSSE differently, depending on your business model:

• Scheduling a Meeting Using the Calendar
• Recording a Task or To Do Activity
• Storing Personal Contact Information
• Storing Business Contact Information
• Accessing Employee Information

Scheduling a Meeting Using the Calendar

A Siebel Business Applications user creates a new calendar appointment in Microsoft Outlook and invites three employees to this appointment using Microsoft Outlook scheduling capabilities. Upon saving the record, SSSE automatically creates the new appointment in the user's Siebel calendar. In addition, the record is written to the Microsoft Outlook calendar of the meeting invitees. One of the invitees cannot attend the meeting and deletes the meeting from his or her Microsoft Outlook calendar. SSSE then removes that user from the list of employees associated with this calendar record in Siebel Business Applications.

Recording a Task or To Do Activity

A Siebel application user creates a new task in Microsoft Outlook. Upon saving the task, the task is written to the Siebel application server, and is visible as a to do activity record in the user's My Activities view. Later, the user changes the description of this activity in Siebel Business Applications. Upon saving the changes, the Siebel to Outlook Connector updates the task in the user's Outlook database on the Microsoft Exchange Server.

Storing Personal Contact Information

A Siebel application user who has been using SSSE for some weeks creates a new contact in the My Personal Contacts view of his Siebel application, and uses the Add To Sync List command to request that the contact record be synchronized. On his next synchronization, PIMSI Engine and the Siebel to Microsoft Exchange Connector automatically write the record to the user's Contacts folder on the Microsoft Exchange Server, and assign the Category value of Siebel Contact to the record. The user can then access the contact information from Microsoft Outlook. To indicate that this is a personal contact, the contact is marked Private in the Microsoft Outlook Contacts List.

Storing Business Contact Information

A Siebel application user creates a My Contacts record in Siebel Business Applications and uses the Add To Sync List command to request that the contact record be synchronized. On the next synchronization, the Siebel to Exchange Connector writes the record to the user's Microsoft Outlook Contacts List and assigns it the Category value of Siebel Contact. The user then changes the spelling of the contact's last name in Microsoft Outlook. SSSE writes the change to Siebel Business Applications and all SSSE users who appear on the Sync List have the change propagated to their Microsoft Outlook Contacts List.

Accessing Employee Information

A Siebel application user would like certain employees in Siebel Business Applications to also appear in the Microsoft Outlook Contacts List. The user uses the Add To Sync List command to request that the employee records be synchronized. On the next synchronization, the Siebel to Exchange Connector writes those records to the user's Microsoft Outlook Contacts List. Each exported employee record is assigned a Category value of employee in Microsoft Outlook Contacts.