Siebel CRM Desktop for IBM Notes Administration Guide > Controlling Synchronization > Controlling Other Configurations That Affect Synchronization >

Configuring How CRM Desktop Gets Updates That Occur During Synchronization

You can configure how Siebel CRM Desktop gets object updates from the Siebel Server that occur during a synchronization session. You can use this configuration to update a field that originates on the Siebel Server, such as an object Id or an automatically generated number. You can also use it to update a field Id that is involved with a calculated value that EAI (Enterprise Application Integration) inserts or updates in the Siebel database during synchronization.

The example in this topic adds a new Siebel ID field to the account object in the mapping schema. Siebel CRM Desktop uses this field internally to store the Siebel object Id in a text format. It updates this field during synchronization.

To configure how CRM Desktop gets updates that occur during synchronization

1. Use an XML editor open the siebel_meta_info.xml file.
2. Locate the tag of the object that represents the field that CRM Desktop must update during synchronization.

   For example, locate the following object tag:

   TypeId="Account"

3. Add the following tag to the tag that you located in Step 2:

   <field Name='Siebel ID' Label='Siebel ID' DataType='DTYPE_TEXT' BackUpd='any' IsFilterable='no' IsCalculated='yes' Formula=':[:(Id):]' />

   where:

   • BackUpd is the attribute that allows CRM Desktop to get updates that occur during synchronization. You can set it to one of the following values:
   • insert. Updates values that occur during an insert.
   • update. Updates values that occur during an update.
   • any. Updates values that occur during an insert or an update.

     During synchronization, CRM Desktop inserts the value that the Id field contains into the Siebel ID field.

4. Save and then close the siebel_meta_info.xml file.
5. Open the Ln_siebel_basic_mapping.xml file.
6. Add the following code anywhere in the file:

   <field id="Siebel ID">
     <reader>
       <lotus_std>
         <lotus_field id="sbl Siebel ID"></lotus_field>
           <convertor>
             <string/>
           </convertor>
       </lotus_std>
     </reader>
     <writer>
       <lotus_std>
         <lotus_field id="sbl Siebel ID"></lotus_field>
           <convertor>
             <string/>
           </convertor>
       </lotus_std>
     </writer>
   </field>

   Make sure that the value you use for the lotus_field id attribute is identical to the value that you use for the field Name attribute in Step 3 except that the user_field id attribute includes the sbl prefix.

7. Save your changes and then republish the customization package.

   For more information, see Republishing Customization Packages.