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Controlling the Maximum Size of an Attachment

You can control the maximum size of an attachment that Siebel CRM Desktop allows the user to attach to an object. The example in this topic sets the maximum size of an account attachment to 1 MB.

To control the maximum size of an attachment

1. (Optional) Set the maximum size of a file that CRM Desktop can attach to a specific object type that it synchronizes from the client to the Siebel Server:
   1. Use an XML editor to open the connector_configuration.xml file.
   2. Locate the following tag:

   type id="Attachment"

   Make sure you locate the tag that includes child collection container_type tags. This tag is typically the second instance of the type id="Attachment" tag in the connector_configuration.xml file.

   3. Modify the FileSize attribute of one of the child tags of the tag you located in Step b.

      For example, to modify the maximum size for an account attachment, you modify the value type="integer" tag that the Account collection container contains. You use the following code. Bold text indicates the code you must change:

   <type id="Attachment">
     <group link="or">
       <collection container_type="Account" foreign_key="ParentId">
         <primary_restriction>
           <group link="and">
             <binary field="FileSize" condition="le">
               <value type="integer">1048576</value>
             </binary>

   where:

   • 1048576 is the number of bytes in 1 MB.
   4. Save your changes and then close the connector_configuration.xml file.
2. (Optional) Set the maximum size of an attachment that CRM Desktop can synchronize from the Siebel Server to the client:
   1. Use an XML editor to open the siebel_meta_info.xml file.
   2. Set the value for the max_out_obj_size tag.

      The max_out_obj_size tag sets the maximum size of an attachment for any object that CRM Desktop synchronizes from the Siebel Server to the client. If CRM Desktop encounters an attachment that is larger than the value you specify, then it displays an error message. For example, the following code sets this maximum size to 1 MB:

   ErrMsg="#out_object_too_big_err_msg">1048576</max_out_obj_size>

   where:

   • Å1048576 is the number of bytes in 1 MB.

     This tag does not limit the size of a file that the user attaches in the CRM Desktop add-in.

   3. Save your changes and then close the siebel_meta_info.xml file.
3. (Optional) Set the maximum size of an attachment that the user can attach to a specific object type that CRM Desktop can synchronize from the Siebel Server to the client. This configuration does not affect an attachment that Siebel CRM creates automatically if it saves an email as a Siebel activity:
   1. Use an XML editor to open the business_logic.js file.
   2. Set the following variable to the required size:

   var max_attach_file_size = number_of_megabytes; //MB

   where:

   • number_of_megabytes specifies the maximum size of an attachment that CRM Desktop allows the user to attach to an object, such as an account.

     For this example, use the following code:

   var max_attach_file_size = 1; //MB.

   3. Save your changes and then close the business_logic.js file.