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

Synchronizing All Changes or Only Local Changes


A user can right-click the CRM Desktop icon in the system tray and then choose one of the following menu items to manually start a synchronization:

  • Synchronize All Changes
  • Synchronize Local Changes

You can enable or disable Synchronize Local Changes. This menu item allows the user to synchronize only local changes to the Siebel Server. It does not synchronize all changes. The installer enables it, by default. CRM Desktop synchronizes only new and modified records from IBM Notes to the Siebel Server during a Synchronize Local Changes session. It compares each modified record to the corresponding record that resides on the Siebel Server. Collisions might occur during this synchronization. For more information, see Resolving Synchronization Conflicts.

To synchronize all changes or only local changes

  1. Open the Windows Registry and then locate the following key:

    HKEY_CURRENT_USER\Software\Oracle\CRM Desktopfor IBM Notes

    For more information, see Using the Windows Registry to Control Siebel CRM Desktop.

  2. Right-click the EnablePeriodicSyncUpstream entry and then click Modify.
  3. Enter one of the following values in the Value Data window of the Edit DWORD dialog box:
    • 1. Enables Synchronize Local Changes. The default value is 1.
    • 0. Disables Synchronize Local Changes.
  4. Restart IBM Notes.

    If you disable Synchronize Local Changes in Step 3, then CRM Desktop removes the Synchronize Local Changes menu item from the menu that it displays if the user right-clicks the CRM Desktop icon in the system tray. It also removes the Synchronize Recent Changes to Server Automatically check box and slider from the Synchronization tab on the CRM Desktop - Options dialog box.

Note the following:

  • If a full synchronization and a local synchronization are scheduled to automatically run at the same time, then CRM Desktop runs the full synchronization and skips the local changes synchronization until the next time the local synchronization is scheduled to run. Local synchronization is a type of synchronization that synchronizes only local changes.
  • If the full synchronization is scheduled to occur more frequently than the value that the UpstreamSyncMinThreshold parameter contains, then CRM Desktop disables local synchronization. The default value for the UpstreamSyncMinThreshold parameter is 600000 milliseconds, which is 10 minutes.

For more information, see Controlling the Predefined Synchronization Intervals.

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