Siebel CRM Desktop for IBM Notes Administration Guide > How Siebel CRM Desktop Synchronizes Data > How Siebel CRM Desktop Synchronizes Data Between the Client and the Siebel Server >

Situations Where Siebel CRM Desktop Reinstalls the Data Structure

Siebel CRM Desktop reinstalls the data structure in any of the following situations:

• The package update for the user involves a data schema change.
• The user logs in as a different user.
• There is a problem with the data structure. For example, assume the user deletes the Opportunities folder and then removes this deletion from the Deleted Items folder. If the user restarts IBM Notes, then CRM Desktop does the following:
  • Informs the user that a problem with the data structure exists.
  • Removes the data structure.
  • Installs a new data structure.

If CRM Desktop must reinstall the data structure, then it does the following work:

1. Removes all Siebel CRM data, such as accounts, opportunities, shared contacts, and activities.
2. Removes every shared calendar entry and To Do item that originates in Siebel CRM. Each shared calendar entry and To Do item that originates in IBM Notes remain in IBM Notes.
3. Removes the custom data structure that it previously deployed to IBM Notes data storage. For example, to remove all custom folders in the user mailbox.
4. Installs the new data structure.

To reenter the appropriate Siebel CRM data in the IBM Notes data storage, the user must manually start a new, initial synchronization session.

The Customization Package Changed

During synchronization, Siebel CRM Desktop determines if the customization package for the user who is currently logged in changed in such a way that it must reinstall the data structure. The following changes in the data structure of the customization package can cause this situation:

• An object is added to or deleted from the mapping scheme.
• A field is added to an existing object or an existing field is modified.

If the customization package changed, and if CRM Desktop must reinstall the data structure, then it displays a prompt that is similar to the following:

A new configuration is available. Are you ready to download and apply it? Selecting "Yes" will remove your current data, re-install the data structure, and download the data again.

The Customization Package Changed But the Data Structure Has Not Changed

If Siebel CRM Desktop determines during synchronization that the customization package for the user who is currently logged in has changed in such a way that there is no change to the data structure, then it downloads and installs the new package and informs this user about this download. A modification to a security rule is an example of where the package changed but the data structure has not changed. In this situation, CRM Desktop does not start a new, initial synchronization.

How Siebel CRM Desktop Prevents Data Loss if the User Deletes Customization Package Files

Siebel CRM Desktop prevents data loss if the user deletes customization package files differently depending on if IBM Notes is open:

• IBM Notes is open. The user cannot delete any customization package files. For example, if the user attempts to use Windows Explorer to delete files from the following directory in Windows 7, then Windows Explorer does not allow the deletion:

  C:\Users\user\AppData\Roaming\Oracle\CRM Desktop for IBM Notes\Profile\Data

• IBM Notes is not open. The user can use Windows Explorer to delete customization package files. However, if the user subsequently starts IBM Notes, then CRM Desktop restores the customization package files from local storage. For more information about this local storage, see How Siebel CRM Desktop Stores Siebel CRM Data.

How Connectivity Failures Affect Synchronization

An internet or network connectivity failure that occurs during synchronization can interrupt the synchronization. An interruption does not cause data loss or corruption. Synchronization can proceed from the last step that CRM Desktop ran successfully before the interruption.