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

Controlling How Siebel CRM Desktop Deletes Records During Synchronization

You can control how Siebel CRM Desktop deletes records during a synchronization. The delete confirmation feature allows the user to cancel, during synchronization, a deletion that the user made in IBM Notes. If you enable this feature, then CRM Desktop does the following work:

• Displays the Confirm Synchronization tab on the Synchronization Control Panel dialog box.
• Uses the Confirm Synchronization tab to allow the user to confirm the delete operation. If the user deletes records in IBM Notes, then CRM Desktop displays the Confirm Synchronization tab during synchronization. If the user confirms, then it removes the deleted records from the Siebel database on the Siebel Server. For more information, see How the Number of Deleted Records Determines Delete Confirmation.

To control how Siebel CRM Desktop deletes records during synchronization

1. Use an XML editor open the Ln_connector_configuration.xml file.
2. Configure CRM Desktop to display the Confirm Synchronization tab on the Synchronization Control Panel dialog box:
   1. Add the following code to the root tag of the Ln_connector_configuration.xml file:

   <features deletion_confirmation_mode="enable"/>

   For more information, see Setting the Delete Confirmation Mode Attribute.

   2. Specify the objects that CRM Desktop displays in the Delete on Siebel list in the Confirm Synchronization tab.

      For more information, see Specifying the Type of Object the User Can Confirm for Deletion.

3. Configure CRM Desktop to suppress display of the Confirm Synchronization tab in the Synchronization Control Panel dialog box. You add the following code to the root tag of the Ln_connector_configuration.xml file:

   <features deletion_confirmation_mode="suppress"/>

How the Number of Deleted Records Determines Delete Confirmation

The number of records that the user deleted determines if Siebel CRM Desktop displays the Confirm Synchronization tab. For example:

• If the user deletes three or more accounts, ten or more contacts, or five or more opportunities, then CRM Desktop displays the Confirm Synchronization tab.
• If the user deletes only one or two accounts, then CRM Desktop does not display the Confirm Synchronization tab.

For more information, see Threshold That Siebel CRM Desktop Uses to Display the Confirm Synchronization Tab.

Setting the Delete Confirmation Mode Attribute

You use the deletion_confirmation_mode attribute of the Ln_connector_configuration.xml file to control the Confirm Synchronization tab on the Synchronization Control Panel dialog box.

Table 10 describes the values you can use for the deletion_confirmation_mode attribute.

The following example sets the deletion_confirmation_mode attribute to revert_only. The ellipses (. . .) indicates code that this book omits from this example for brevity:

<root>
  <features deletion_confirmation_mode="revert_only"
  . . .
</features>

Specifying the Type of Object the User Can Confirm for Deletion

You can specify the type of object that Siebel CRM Desktop displays in the Delete on Siebel list in the Confirm Synchronization tab. For example, you can specify CRM Desktop to display only opportunity records.

To specify the type of object the user can confirm for deletion

1. Use an XML editor to open the Ln_connector_cinfiguration.xml file.
2. Locate the object type that CRM Desktop must display in the Delete on Siebel list in the Confirm Synchronization tab list.

   For example, for opportunities, you locate the following object type:

   type id="Opportunity"

3. In the object you located in Step 2, add the synchronizer tag.

   For example, add the following tag:

   <synchronizer name_format=":[:(Name):]" threshold="5">

   For more information, see Setting the Synchronizer Tag.

4. Repeat Step 2 through Step 3 for each type of object that CRM Desktop must display in the Delete on Siebel list.

Setting the Synchronizer Tag

The synchronizer tag in the Ln_connector_configuration.xml file controls the type of records that Siebel CRM Desktop displays in the Delete on Siebel list in the Confirm Synchronization tab list. It includes a threshold attribute. This attribute is set to 5 in the following example. It causes CRM Desktop to display the Confirm Synchronization tab only if the user deleted five or more opportunities since the last synchronization:

<type id="Opportunity" state_field="ObjectState">
  <view label="#obj_opportunity" label_plural="#obj_opportunity_plural" small_icon="type_image:Opportunity:16" normal_icon="type_image:Opportunity:24" large_icon="type_image:Opportunity:48"></view>
    <synchronizer name_format=":[:(Name):]" threshold="5">
      <links>
      </links>
      <natural_keys>
      </natural_keys>
    </synchronizer>
</type>

Table 11 describes the values for the threshold attribute of the synchronizer tag.