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What's New in Siebel Server Sync Guide, Version 7.7, Revision A

Table 1 lists changes in this version of the documentation. This revision provides increased accuracy and usability to support release 7.7 of Oracle's Siebel Server Sync for Microsoft Exchange (SSSE) software.

Table 1. What's New in Siebel Server Sync Guide, Version 7.7, Revision A
Topic
Description

SSSE Deployment Options

Added a caution regarding workflows.

Supported PIMs

Deleted topic. Supported platforms information is in Siebel System Requirements and Supported Platforms.

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 Siebel System Requirements and Supported Platforms on Siebel SupportWeb.

Process of Preparing Microsoft Exchange 2000 Environment for SSSE Installation

Corrected topic. Not all tasks in this process must be performed on both PIMSI Engine machines and Exchange Connector machines.

Installing Exchange 2000 System Management Tools

Corrected topic. This task is required for Exchange Connector machines, but not for PIMSI Engine machines that do not run Exchange Connector.

Installing Exchange Server Service Pack 3 Rollup

Added information about why this software is needed on PIMSI Engine and Exchange Connector machines.

Process of Preparing Microsoft Exchange 2003 Environment for SSSE Installation

Corrected topic. Not all tasks in this process must be performed on both PIMSI Engine machines and Exchange Connector machines.

Installing Exchange 2003 System Management Tools

Corrected topic. This task is required for Exchange Connector machines, but not for PIMSI Engine machines 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.

Modifying the Database

Added information about the automatic recreation of the index S_SD_SV_PROFILE_F1.

Modifying the Repository

Added information in Step 1 about preserving customizations when modifying the Siebel Repository for use with SSSE.

Modifying Seed Data

Corrected topic. In Step 6. changed table heading from Siebel Value to PIM Value.

Verifying SSSE Component Definitions

Added information in Step 7 about how addresses are stored in Exchange and in the Siebel database.

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 Exchange Service Account Privileges

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.

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 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 File Maintenance and Reinitializing an SSSE User

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 Creating, Modifying, or Deleting an Appointment

Added information about how archiving affects the synchronization of Calendar records.

About Minor 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 Siebel System Requirements and Supported Platforms on Siebel SupportWeb.

(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 Siebel System Requirements and Supported Platforms on Siebel SupportWeb.

Enabling Embedded Outlook Calendar Visibility

Modified topic to include additional requirements.

What's New in Siebel Server Sync Guide, Version 7.7

Table 2 lists changes in a prior revision of the documentation to support release 7.7 of the software.

Table 2. What's New in Siebel Server Sync Guide, Version 7.7
Topic
Description

All Topics

Siebel Server Sync for Microsoft Exchange Server (SSSE) is new functionality in release 7.7.2.3 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.

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