This chapter covers the following topics:
Set the following profile options for the synchronization with Pocket Outlook and Desktop Outlook:
CAC Sync: Contact Sync Mode
Determines if contacts can be synchronized both ways or download only. Choices are Disabled, Download Only, and Two Way.
Level: Site and application
Default: Download Only at the site level, Two Way at the application level for Oracle Sales for Handhelds (ASP)
Category: Calendar - Synchronization or Security
CAC Sync: Include Details
If set to yes, then appointments that are synchronized include appointment details in the body notes.
Level: Application, Site, Responsibility, and User
Default: Yes for application level for Oracle Sales for Handhelds
Category: Calendar - Synchronization or Security
CAC Sync: Include Links
If set to Yes, then contacts and appointments synchronized to the offline device include links to related pages. If set to yes, then CAC Sync: Include Details must also be set to yes.
Level: Application, Site, User
Default: Yes for application level for Oracle Sales for Handhelds
Category: Calendar - Synchronization or Security
CAC Sync: Include Tasks Without Date
If set to Yes, then tasks without due dates are included in the synchronization for the user.
Level: Site, Application, Responsibility, and User
Default: Yes at site level, No at application level for Oracle Sales for Handhelds
Category: Calendar - Synchronization or Synchronization
CAC Sync: Contact Data Security Definition
For the Oracle Sales for Handhelds and the Oracle Sales applications, set the value to: oracle.apps.asp.common.util.server.CustomerSecurityAM
This enables adding contacts as attendees for appointments. It enables the Add Contact button in the Create Appointments page in Oracle Sales.
Level: Application
Default: None
Category: Calendar - Synchronization or Security
The profile option Task Manager: Default Task Type is already set to work correctly with synchronization. Please do not change the setting.
You can change the following profile options.
CAC: Maximum number of Contact Preferences for each user
Users create lists of contacts to include during synchronization. This profile sets the maximum number of contacts for all users.
Level: Site
Default: 200
Category: Calendar - Synchronization or Synchronization
CAC Sync: Appointments Category
When appointments are synchronized between Common Application Calendar (CAC) and Pocket PC or Desktop Outlook, the appointments from Oracle Sales are placed in the category specified in this profile option. If this profile option is changed after the initial implementation, then users must perform a Full Synchronization.
Level: Site
Default: Oracle Appointments
Category: Calendar - Synchronization or Synchronization
CAC Sync: Contacts Category
When contacts are synchronized between Common Application Calendar and Pocket PC or Desktop Outlook, the contacts from Oracle Sales are placed in the category specified in this profile option. If this profile option is changed after the initial implementation, then users must perform a Full Synchronization.
Level: Site
Default: Oracle Contacts
Category: Calendar - Synchronization or Synchronization
CAC Sync: Tasks Category
When tasks are synchronized between Common Application Calendar and Pocket PC or Desktop Outlook, the tasks from Oracle Sales are placed in the category specified in this profile option. If this profile option is changed after the initial implementation, then users must perform a Full Synchronization.
Level: Site
Default: Oracle Tasks
Category: Calendar - Synchronization or Synchronization
CAC Sync: Conflict Category
This is the category that stores duplicate information when there are conflicts during synchronization.
Level: Site
Default: Oracle Conflicts
Category: Calendar - Synchronization or Synchronization
CAC Sync: Days Before
The number of days set here determines the number of past days for which tasks and appointments are synchronized from the server to the client during initial (full) synchronization. Tasks and appointments due or occurring within the previous x days as well as tasks and appointments due or occurring anytime in the future are included. It is recommended to use a value between 7 and 21 days. There are no limits for synchronizing from the client to the server.
Level: Site. This profile can also be set by users.
Default: 14
Category: Calendar - Synchronization or Synchronization
ASP: Email Address Domain Name
This profile options stores the e-mail address domain name. The application will use this domain name to route e-mails if it uses MS Exchange Server.
Level: Site
Default: Null
Category: E-mail interaction.
ASP: Email Interaction: Flagged Category
This is the category name for e-mails that are marked in Desktop Outlook to be added to interaction history in Oracle Sales when synchronized. If you change this category, then users must perform a full synchronization to update their clients.
Level: Site
Default: Marked for Logging
Category: Email Interaction
ASP: Email Interaction: Recorded Category
This is the category name for e-mails that were successfully synchronized from Desktop Outlook to be added to interaction history in Oracle Sales. If you change this category, then users must perform a full synchronization to update their clients.
Level: Site
Default: Logged in Oracle
Category: Email Interaction
ASP: Windows User ID
This profile option is required if the e-mail server is Microsoft Exchange Server and the Windows user ID is different from e-mail address.
Level: User
Default: Null
Category: E-mail interaction
Schedule the concurrent program CAC SYNC Purge/Cleanup to permanently delete data for obsolete devices or users. The Expiry parameter sets the number of days, with a default of 180. Data that has not been updated for longer than the expiry value is purged.
After you run the CAC SYNC Purge/Cleanup concurrent request, then the 'SYNCML' error will not appear in Microsoft Outlook while synchronizing data from Outlook 2007 to server.
The concurrent program Delete Invalid Contacts from User Preference checks for the status of the contacts in the contact list. The program checks whether
The contacts in the download list are active contacts
The user is a member of the customer sales team
Schedule this concurrent program to run periodically to keep the contacts in the users' contact lists current.
This menu contains the functions for setting up the contact list and downloading clients.
Add the submenu for Outlook Synchronization to the ASN menu ASN_HOME_MENU. The submenu to add is ASP: Outlook Synchronization Preferences Container Menu (ASP_OUTLOOK_SYNC_PRF_CONTAINER).
The following sections describe the mapping between attributes in Pocket Outlook/Outlook and Oracle E-Business Suite. The mappings apply to Oracle Sales for Handhelds and Oracle Sales.
The following table describes the appointment attribute mapping between Outlook/Pocket Outlook and Oracle E-Business Suite.
| Pocket Outlook Field | Pocket Outlook Value | Outlook Field | Outlook Value | E-Business Field | E-Business Value |
|---|---|---|---|---|---|
| Subject | Freeform Text (carriage return is supported)/ 4096 characters | Subject | Freeform Text | Subject | Freeform Text / 80 |
| Location | Freeform Text/ 1023 characters | Location | Freeform Text | Location | Free form Text/100 |
| Starts | Time/Date Field | Start Time | Time/Date Field | Time/Date | Time/Date Field |
| Ends | Time/Date Field | End Time | Time/Date Field | ||
| Duration | Number of minutes/hours or All Day | ||||
| All Day | Yes/No | All Day Event | Check Box | All Day | |
| Occurs | User defined | Recurrence | User defined | Repeating (with exclusions) | User defined |
| Reminder | None/Remind Me | Reminder | Check Box | Reminder | Do not remind me/number minutes/hours/days |
| Attendees | Multi-select LOV of contacts | Attendees | Multi-select LOV of contacts | Attendees | Multi-select LOV of employees |
| Status | Free/Tentative/Busy/Out of Office | Show Time As | Free/Tentative/Busy/Out of Office | Show Time As | Busy/Free |
| Sensitivity | Normal/Private | Private | Check Box | Access | Publish/ Private/ Internal |
| Body | Freeform Text/ 20 KB | Body | Freeform Text | Description | Freeform Text / 4000 |
Additional Information: If Property Manager is installed, then the location can be either freeform text or a list of values. If the user creates the appointment using a Property Manager location and later updates the location via Outlook, then the location will not be updated in Oracle E-Business Suite during subsequent synchronizations. The Property Manager location will remain in Oracle E-Business Suite.
The following table describes the task attribute mapping between Outlook/Pocket Outlook and Oracle E-Business Suite.
| Pocket Outlook Field | Pocket Outlook Value | Outlook Field | Outlook Value | E-Business Field | E-Business Value |
|---|---|---|---|---|---|
| Subject | Freeform Text/ 4095 characters | Subject | Freeform Text | Subject | Freeform Text/ 80 |
| Priority | High/Normal/Low | Priority | High, Normal, Low | Priority | Drop down (with number values) |
| Status | Not Complete/ Completed | Status | Not started, In progress, Waiting on someone else, Deferred | Status | Drop Down |
| Starts | Date picker | Start Date | Date picker | ||
| Due | Date picker | Due Date | Date picker | Due Date | Date picker |
| Sensitivity | Normal/Private | Private | Check box | Visibility | Internal Only/ Private/ Public |
| Body | Freeform text/ 60 KB | Body | Freeform text | Description | Freeform Text/ 4000 |
Additional Information: Status: Updating completed flag in Outlook should update the assignee status on the server to completed. Complete = Completed; On Hold = Deferred; Not Started = Not Started; In progress = In Progress; Interrupted = Waiting on someone else; User defined/Other = Matched based on the flag on the server.
The following table provides task status mapping when tasks are downloaded from Oracle E-Business Suite to Outlook.
| Task Status in E-Business Suite | Task Status in Outlook |
|---|---|
| Not Started | Not Started |
| In Progress | In Progress |
| Assigned | Not Started |
| Working | In Progress |
| Schedulable | Not Started |
| Accepted | In Progress |
| Interrupted | Waiting on Someone Else |
| On Hold | Deferred |
| Completed | Completed |
| Closed | Completed |
Note: Completed and Closed statuses are supported only in Pocket PC Outlook.
The following table provides task status mapping when tasks are uploaded to Oracle E-Business Suite from Outlook/Pocket Outlook.
| Task Status in Outlook | Task Status in E-Business Suite |
|---|---|
| Not Started | Not Started |
| In Progress | In Progress |
| Deferred | On Hold |
| Waiting on Someone Else | Interrupted |
| Completed | Completed |
The following table provides task priority mapping when tasks are downloaded from Oracle E-Business Suite to Outlook/Pocket Outlook.
| E-Busniess Suite Value | Pocket Outlook / Outlook |
|---|---|
| 1 | High |
| 2 | High |
| 3 | High |
| 0 | Normal |
| 4 | Normal |
| 5 | Normal |
| 6 | Normal |
| 7 | Low |
| 9 | Low |
| 8 | Normal |
Additional Information: Priority 8: Special internal use by Oracle (Non-Prioritized)
The following table provides task priority mapping when tasks are uploaded to Oracle E-Business Suite from Outlook/Pocket Outlook.
| Pocket Outlook / Outlook | E-Busniess Suite Value |
|---|---|
| High | 1 |
| Normal | 5 |
| Low | 9 |
The following table describes the contact attribute mapping between Outlook/Pocket Outlook and Oracle E-Business Suite.
| Pocket Outlook Field | Pocket Outlook Value | Outlook Field | Outlook Value | E-Business Field | E-Business Value |
|---|---|---|---|---|---|
| Name | Freeform text (combines title, first, middle, last, suffix) | Name | Freeform text (title, first, middle, last, suffix) | Name | Party Name / 360 |
| Title | Freeform text/ 1023 characters | Title | Freeform text | Prefix | Drop down / 30 |
| First | Freeform text/ 1023 characters | First | Freeform text | First Name | Freeform Text / 150 |
| Middle | Freeform text/ 1023 characters | Middle | Freeform text | Middle Name | Freeform Text / 60 |
| Last | Freeform text/ 1023 characters | Last | Freeform text | Last Name | Freeform Text / 150 |
| Suffix | Freeform text/ 1023 characters | Suffix | Freeform text | Suffix | Freeform Text / 30 |
| Job Title | Freeform text/ 1023 characters | Job Title | Freeform text | Job Title | Freeform text / 100 |
| Department | Freeform text/ 1023 characters | Department | Freeform text | Department | Freeform text / 60 |
| Company | Freeform text/ 1023 characters | Company | Freeform text | Customer | Freeform Text / 360 |
| Work Tel | Phone format/ 1023 characters | Business | Freeform text | Phone Number | Type = Telephone, Purpose = Business / 60 |
| Work Fax | Phone format/ 1023 characters | Business Fax | Freeform text | Phone Number | Type = Fax, Purpose = Business / 60 |
| Mobile Tel | Phone format/ 1023 characters | Mobile | Freeform text | Phone Number | Type = Mobile, Purpose = Business / 60 |
| Home Tel | Phone format/ 1023 characters | Home | Freeform Text | Phone Number | Type = Telephone, Purpose = Personal / 60 |
| Pager | Pagerformat/ 1023 characters | Phone | Freeform Text | Phone Number | Type = Pager, Purpose = Business / 60 |
| Work address | Freeform text/ 1023 characters (street, city, state, postal code, country) | Business Address | Freeform text | Address | Address 1 - 4/ 240 each city, state, county, country, postal code / 60 each (purpose “Business”) |
| Email (no HTML) | Freeform text/ 1023 characters | Email1 | Freeform text | Freeform text / 2000 |