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Situations Where Oracle CRM On Demand Desktop Redownloads Oracle CRM On Demand Data

Oracle CRM On Demand Desktop redownloads the Oracle CRM On Demand data in any of the following situations:

• The customization package has changed.
• 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 Microsoft Outlook, then Oracle CRM On Demand Desktop does the following:
  • Informs the user that there is a problem with the data structure
  • Removes the data structure
  • Installs a new data structure

If Oracle CRM On Demand Desktop must redownload the Oracle CRM On Demand data, then it does the following:

1. Removes all Oracle CRM On Demand data, such as accounts, opportunities, shared contacts, and activities
2. Removes all shared appointments and tasks that the user created for an Oracle CRM On Demand activity
3. Removes the custom data structure that it previously sent to Microsoft Outlook data storage, for example, it removes all custom folders in the user mailbox.
4. Downloads the new data.
5. Starts a new, initial synchronization session to reenter the appropriate Oracle CRM On Demand data in the Microsoft Outlook data storage.

What Happens If the Customization Package Has Changed?

During synchronization, Oracle CRM On Demand Desktop determines if the customization package for the user who is currently logged in has 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 has changed, then Oracle CRM On Demand Desktop displays a prompt that is similar to the following:

A new customization package is available. Select Yes to download the new version. During the download of the new version, recent unsynchronized changes will be removed, and an initial sync will be performed.

What Happens If the Customization Package Has Changed but the Data Structure Has Not Changed?

If, during synchronization, Oracle CRM On Demand Desktop determines 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 Oracle CRM On Demand Desktop downloads and installs the new package and informs the user about this download. The synchronization continues. A modification to a security rule is an example of where the package has changed, but the data structure has not changed. In this situation, Oracle CRM On Demand Desktop does not start a new, initial synchronization.