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About Using SSSE with Calendar Records

The SSSE administrator sets the synchronization level for the Calendar domain to either Full Sync, Export Only, or None. The administrator can also optionally implement one-way synchronization of calendar items from Microsoft Exchange to Siebel Business Applications if the Full Sync option is implemented for the Siebel Calendar domain. For additional information, see Implementing Import-Only Synchronization of Calendar Records. The synchronization level that the administrator sets applies to all users who have synchronization enabled.

The current version of SSSE offers administrators and end users some flexibility about whether or not Exchange calendar (and task) records are synchronized with the Siebel database when the Full Sync option is selected. The features described in the following topics provide this flexibility.

About Inbound Activity Filtering

By default, the inbound activity filtering feature is disabled and all of a sync-enabled user's calendar (and task) records are synchronized. No user action is required.

However, if the administrator enables inbound activity filtering, sets the Calendar domain's synchronization option to Full Sync, and sets field default values for the purpose of preventing indiscriminate synchronization, then inbound activity filtering directs SSSE to synchronize only the Exchange calendar records that have certain predefined values in a predefined field.

The Microsoft Exchange field that is examined for these values is whichever field is mapped to the Siebel field Activity Type. By default, the Category field in Microsoft Exchange is the field that is mapped to Activity Type, but an administrator can configure a different field to map to Activity Type if required. The predefined Microsoft Exchange field values that allow a record to be synchronized are all valid values for the Siebel Activity Type field. End users can specify which calendar records to synchronize by placing a valid value in the appropriate Exchange Calendar field.

If inbound activity filtering is enabled and the default value for the Type field is Not Set, then SSSE does not attempt to synchronize Exchange calendar records with blank Category fields. For more information about setting up inbound activity filtering, see Process of Enabling Inbound Activity Filtering.

About Using the Opt-in Feature

If the Full Sync option is implemented for the Calendar or Task domains, the administrator can enable the Opt-in feature; this feature allows the user to choose which of the calendar or task records originating in Microsoft Outlook that SSSE synchronizes.

To designate a new Microsoft Outlook calendar or task record for synchronization, users must enter an appropriate value in the record's Category field; this value must match the value defined in the PIM Category Value field for the domain. The default for the required value is Siebel Calendar (calendar records) or Siebel Task (task records). You can specify more than one value for the Category field in Microsoft Outlook, provided you include the required value.

After the initial synchronization of a Microsoft Outlook calendar or task record, subsequent synchronizations are automatic.

About the Ignore Private Records Feature

If the Full Sync option is implemented for the Calendar or Task domains, the administrator can optionally enable the Ignore private records feature. When this feature is enabled, SSSE does not synchronize any calendar or task records originating in Microsoft Outlook that have the Private check box selected.

For more information about using SSSE with calendar records, see the following topics (the information in these topics assumes that the synchronization level for the Calendar domain is set to Full Sync):

• Factors That Determine Calendar Synchronization
• About Activities and Calendar Records
• About Creating, Modifying, or Deleting an Appointment
• Modifying Recurring Appointments
• All-Day Appointments
• About Adding an Attachment to an Appointment
• Calendar Appointments with Multiple Attendees