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Siebel Server Sync Guide > Administering Siebel Server Sync for Microsoft Exchange Server > About Setting Calendar and Task Record Synchronization OptionsIf you enable the Full Sync synchronization option for the Siebel calendar and task domains, then SSSE automatically synchronizes all new or changed calendar and to do activity records for each user. The following options, however, provide some flexibility in determining whether or not Microsoft Outlook calendar and task records are synchronized with the Siebel application:
In general, if individuals use the Siebel application to book meetings for other users, or to invite others to meetings, then it is recommended that you implement the Full Sync option without enabling the Opt-in or Ignore private records options, and without enabling inbound activity filtering. For example, in a scenario where call center agents schedule meetings for field sales representatives, it is important that all of an individual sales representative's appointments (personal and business-related) are synchronized with Siebel Business Applications so that the call center agent is aware of when the sales representative is busy and when available. If you implement the Full Sync option without enabling the Opt-in or Ignore private records options, and without enabling inbound activity filtering, then you can choose to mask the descriptions and comments associated with private Microsoft Outlook calendar or task records (that is, records that have the Private check box selected) with a configured value. For example, the description for all Microsoft Outlook appointments that have the Private check box selected can be configured to display as Private Appointment or Personal Task when the records are synchronized with Siebel Business Applications. To mask calendar or task record descriptions, create a user property for the relevant business component in Siebel Tools. For information on using Siebel Tools, see Configuring Siebel Business Applications. The following topics describe how to configure each of the options available when the Full Sync synchronization level is set for the Calendar and Task domains: |
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