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

Configuring CRM Desktop to Synchronize Private Activities

This topic describes how to configure Siebel CRM Desktop to synchronize private activities that the user creates in IBM Notes.

To configure CRM Desktop to synchronize private activities

1. Use an XML editor open the siebel_meta_info.xml file and then locate the following object:

   <object TypeId="Action"

2. Remove the following code from the object you located in Step 1:

   <master_filter_expr>
   <![CDATA[
   [Private] IS NULL OR [Private] = 'N'
   ]]>
   </master_filter_expr>

   This filter prevents CRM Desktop from synchronizing private activities.

3. Save your changes and then close the siebel_meta_info.xml file.
4. Open IBM Domino Designer, and then open the SBL.Forms script library.

   For more information, see Opening IBM Domino Designer.

5. Locate the FormPIMEx class and then open the InitValidators procedure that resides in this class.
6. Remove the following code:

   Set ValidationCallBack = New ValidationPimIsPrivate(m_ActivityProcessor)
   vld.ValidateCustom Fields, MSG_CANT_SYNC_PRIVATE, ValidationCallBack, ""

7. Save the changes you made in the SBL.Forms script library.
8. Open the SBL.ActivityHandlers script library.
9. Locate the ActivityProcessor class, and then open the SkipApptDocument procedure that resides in this class.
10. Locate the following code:

    If Not doc Is Nothing Then
      SkipApptDocument = doc.IsPrivate Or _
      doc.TypeID = AP_EVENT_TYPEID And _
      doc.Property(AP_APPOINTMENT_TYPE_FIELD) <> AP_APPOINTMENT_TYPE_APPT And _
      doc.Property(AP_APPOINTMENT_TYPE_FIELD) <> AP_APPOINTMENT_TYPE_MEETING
    End If

11. Modify the SkipApptDocument line that resides in the code you located in Step 10. You replace IsPrivate Or with the following bolded code:

    If Not doc Is Nothing Then
      SkipApptDocument = doc.TypeID = AP_EVENT_TYPEID And _
      doc.Property(AP_APPOINTMENT_TYPE_FIELD) <> AP_APPOINTMENT_TYPE_APPT And _
      doc.Property(AP_APPOINTMENT_TYPE_FIELD) <> AP_APPOINTMENT_TYPE_MEETING
    End If

12. Save the changes you made in the SBL.ActivityHandlers script library.
13. Save and test your changes, and then republish the customization package.