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Implementing Opt-In Synchronization for Calendar and Task Records

This topic describes how to configure SSSE to allow users to select which Microsoft Outlook calendar or task records are synchronized with Siebel Business Applications when the Full Sync option is selected for the Siebel Calendar or Task domains.

If you implement the Opt-in feature, all new or changed Siebel calendar or to-do records are synchronized with Microsoft Outlook, but only calendar and task records in Microsoft Outlook that the user designates for synchronization, by placing an appropriate value in the Category field, are synchronized with Siebel Business Applications. For additional information on designating calendar and task records for synchronization when the Opt-in feature is enabled, see Using Siebel Server Sync for Microsoft Exchange Server.

The following procedure describes how to implement Opt-in synchronization for Microsoft Outlook calendar and task records. You can choose to enable this feature for either calendar or task records, or for both types of records.

To enable opt-in synchronization for calendar or task records

1. Navigate to the Administration - PIM Server Integration screen, Configuration, and then the PIM Server Integration Configuration view.
2. Select the Siebel Calendar profile.
3. In the Configuration Parameters list, create a record with values similar to the following:

   Section	Parameter	Value
   Calendar	Private Item Behavior	Opt-in

4. In the PIM Server Integration Configuration list, select the Siebel Task profile.
5. Repeat Step 3 but specify Task for the Section field.
6. Navigate to the Administration - Data screen, then the List of Values view.
7. Create four new records, using values similar to the following:

   LOV Type	Display Value	Language-Independent Code
   PIMSI_CATEGORY_VALUE	Siebel Calendar	Siebel Calendar
   PIMSI_CATEGORY_VALUE	Siebel Task	Siebel Task
   TODO_TYPE	Siebel Calendar	Siebel Calendar
   TODO_TYPE	Siebel Task	Siebel Task

8. Click the Clear Cache button.
9. Navigate to the Administration - PIM Server Integration screen, then the Siebel Domains view:
   1. Select Siebel Calendar, and set the value of the PIM Category Value field to Siebel Calendar.
   2. Select Siebel Task, and set the value of the PIM Category Value field to Siebel Task.
10. Select the PIM Domains tab:
    1. Select the Exchange Calendar domain, and set the value of the Category Field to Category.
    2. Select the Exchange Task domain, and set the value of the Category Field to Category.
11. Restart the Siebel Service.
12. To ensure that when Microsoft Outlook task records are synchronized with Siebel Business Applications they display in a user's Siebel My To Do list, specify that the task record Display In value is changed to To Do and Activities when the record is synchronized with Siebel Business Applications, by performing the following steps:
    1. In Siebel Tools, create the following business component user property for the Action business component.

       Name	Value
       On Field Update Set 2	"Type", "Display", "IIF(LookupValue('TODO_TYPE', 'Siebel Task')=[Type], LookupValue('ACTIVITY_DISPLAY_CODE', 'To Do and Activities'), [Display])" where: Siebel Task is the PIM Category Value you have specified for the Siebel Task domain.

       For additional information on setting PIM Category values, see Setting PIM Category Values for Siebel Domains.

    2. Recompile the Siebel Repository File.

       For additional information on using Siebel Tools, see Configuring Siebel Business Applications.

Related Topic

About Setting Calendar and Task Record Synchronization Options