Siebel CRM Desktop for IBM Notes Administration Guide > Controlling Synchronization > Controlling Synchronization Time, Day, and Size >

Controlling the Size and Type of Synchronized Records

You can control the size and type of records that Siebel CRM Desktop synchronizes. CRM Desktop comes with one predefined filter named Default filter. If you use this filter, then CRM Desktop downloads the following records from the Siebel Server to IBM Notes:

• All accounts, contacts, and opportunities that the user can view
• All activities that the user owns
• All notes that are related to the downloaded records
• All attachments that are related to the downloaded records that are no larger than 5 MB in size and that include one of the following file extensions:
  • doc
  • docx
  • xsl
  • xslx
  • msg
  • txt
  • rtf
  • html
  • ppt
  • pptx
  • pdf
  • mht
  • mpp
  • vsd

CRM Desktop downloads any child record that is related to a parent record that the user can view. This configuration allows the user to view the child in the appropriate window of the parent record. For example, the Contacts list displays the following information:

• All unshared contacts
• All shared contacts that the user can view

If the user attempts to open the detail form for a record that CRM Desktop does not allow the user to view, then it displays a read-only version of the detail form. This read-only form includes only some of the details.

To control the size and type of synchronized files

1. Configure the Filter Presets tag of the Ln_connector_configuration.xml file.

   For more information, see Filter Presets Tag of the Connector Configuration File, and Example Code That Sets the Size and Type of Field.

2. Notify the user to use the Filter Records tab of the Synchronization Control Panel.

   The Filter Records Tab allows the user to restrict the file type and maximum file size. The settings you configure in the Filter Presets tag of the Ln_connector_configuration.xml file override settings the user makes in the Filter Records tab. For example, assume you set a maximum file size of 5 MB, and the user sets this limit to 9 MB. In this situation, CRM Desktop restricts the file size to 5 MB.