Siebel CRM Desktop for IBM Notes Administration Guide > Controlling Synchronization > Controlling Synchronization Filters >

Controlling the Synchronization Exceptions Button In the Filter Records Tab

The Exclusions List allows the user to exclude an individual record from synchronization even if this record matches a defined filtering criteria. Siebel CRM Desktop does the following work:

1. It uses the following filters to identify the records that it must synchronize from the Siebel Server:
   • User filters. Filters that the user creates.
   • Master filters. A master filter is a type of predefined filter that the user cannot change. For example, a master filter can cause CRM Desktop to not synchronize a contact that includes an inactive status from Siebel CRM to IBM Notes.
2. Excludes the records that are in the Exclusions List. It excludes each record in the list only if some other record does not reference this record.
3. If the Exclusions List includes a record, and if no other record references this record, then CRM Desktop removes it from IBM Notes.

To control the Synchronization Exceptions button in the Filter Records tab

1. Use an XML editor to open the Ln_connector_configuration.xml file.
2. Locate the following features tag:

   </features>

3. Make sure the following attribute that resides in the features tag that you located in Step 2 is set to true:

   enable_sync_exclusions

   This configuration displays the Synchronization Exceptions button on the Filter Records screen of the Synchronization Control Panel.

Examples of How Siebel CRM Desktop Uses the Exclusions List

Assume the following:

• Contact 1 references account 1.
• Contact 1 matches a filter but account 1 does not match a filter.

In this example, Siebel CRM Desktop synchronizes account 1 because contact 1 references it.

For another example, assume the following:

• Contact 1 references account 1.
• Contact 1 matches a filter and account 1 matches a filter.
• IBM Notes displays contact 1 in the Contacts folder of the CRM and Personal Contacts view and account 1 in the Accounts folder of the Siebel Accounts view. It does this after the first synchronization finishes.
• The user deletes account 1 and then CRM Desktop automatically moves account 1 to the Exclusions List.