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Configuring Siebel CRM Desktop to Disregard Erroneous Data That Users Modify

You can configure Siebel CRM Desktop to synchronize an object in only one direction. Using one-way synchronization can be useful to restore object types that the user modifies or removes in Outlook or to not allow the user to modify an object type. For example, employees or positions. One-way synchronization can also reduce the time required to synchronize. The synchronization engine can detect these modifications and refresh the object in Outlook without causing a collision. CRM Desktop does the following work for each object that it synchronizes in only one direction:

• Does not create a collision
• Does not display a delete confirmation
• Does not start a job on the Siebel Server

This configuration allows Siebel CRM Desktop to disregard erroneous data that the user enters or erroneous modifications that users make to data so that it does not synchronize these modifications to the Siebel Server. To do this, you configure an object to synchronize in only one direction. The example in this topic configures the Employee object to synchronize in only one direction.

A user might use some Outlook features that compromise the validation rules that CRM Desktop uses. For example, CRM Desktop cannot control how the user uses the native All Fields tab that Outlook displays on Outlook objects. This tab is a predefined Outlook feature that CRM Desktop cannot disable or intercept. A user might open a Contact record, click the All Fields tab, remove the values from the First Name and Last Name fields, and then save this record even though CRM Desktop requires these names.

For more information, see Resolving Synchronization Conflicts.

To configure Siebel CRM Desktop to disregard erroneous data that users modify

1. Use an XML editor to open the connector_configuration.xml file.

   For more information, see Files That the Customization Package Contains.

2. Locate the type tag of the object that you must configure for one-way synchronization.

   For example:

   type id="Employee"

3. Locate the synchronizer tag of the type tag you located in Step 2.
4. Set the read_only attribute of the type tag you located in Step 3 to true.

   For example:

   <type id="Employee">
     <view label="#obj_employee" label_plural="#obj_employee_plural" small_icon="type_image:User:16" normal_icon="type_image:User:24" large_icon="type_image:User:48" suppress_sync_ui="true">
     </view>
     <synchronizer name_format=":[:(First Name):] :[:(Last Name):]" frequency="604800" threshold="0" read_only="true">
       <links>
         <link>Primary Organization Id</link>
         <link>Primary Position Id</link>
       </links>
     </synchronizer>
   </type>

   To configure an object type to synchronize in only one direction, you set it to read only in Outlook. CRM Desktop synchronizes a read-only object in only one direction from the Siebel Server to the client.

5. Save your changes and then republish the customization package.

   For more information, see Republishing Customization Packages.