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Oracle CRM On Demand Desktop Administration Guide > How Oracle CRM On Demand Desktop Synchronizes Data > Factors That Determine Which Data Oracle CRM On Demand Desktop Synchronizes > Factors That Determine What Data an Oracle CRM On Demand Desktop User Can AccessAn Oracle CRM On Demand user can typically access only a subset of data that is available in the Oracle CRM On Demand database. This topic describes the factors that determine which data an Oracle CRM On Demand Desktop user can access. How you configure Oracle CRM On Demand Desktop determines many aspects of which data Oracle CRM On Demand Desktop synchronizes, for example:
You define this configuration before you release Oracle CRM On Demand Desktop to your users environment. In the CRM On Demand Desktop Assistant, the user can choose preset filters for a predefined filter and define personal filters. The master filters and server application metadata configuration always restrict access to some data, and the user filters apply a second layer of filtering. Oracle CRM On Demand Desktop applies these filters during the initial synchronization and incremental synchronization. Filters are used to limit the server data that is synchronized to Microsoft Outlook. However, filters are applied to server data only, and all data that is created in Microsoft Outlook is synchronized with the server. Users cannot modify certain filters, for example, master filters. The company administrator creates and implements certain filters, for example, a filter to prevent Oracle CRM On Demand Desktop synchronizing inactive contacts with Microsoft Outlook. Master filters can be applied to both parent and child objects. Users can modify user synchronization filters. These filters are displayed in the Filter Records screen in the Control Panel. They can also configure prebuilt filters, also known as filter presets. Several filter presets can be configured in a customization package, each with its own set of criteria for different object types. The customization package contains a predefined, default filter preset. This filter is applied by default if the user does not make any modifications when running CRM On Demand Desktop Assistant. When the user selects and modifies any preset filter, the preset filter is saved and applied until the user selects another preset filter in the Presets list. Oracle CRM On Demand Desktop permits data access through the Book visibility in addition to the user ownership and team membership modes. It is possible to synchronize records that are visible with the user-specified book. These visibility configurations must be set for each record type on the Records Set tab of the Synchronization Control Panel of Oracle CRM On Demand Desktop. In addition, Manager visibility allows users to see their own data and data that is directly owned by their subordinates. See Oracle CRM On Demand Online Help for more information Filters Reduce the Number of Oracle CRM On Demand Records That Are Available in Oracle CRM On Demand DesktopFigure 5 illustrates how the number of Oracle CRM On Demand records that are available to the Oracle CRM On Demand Desktop Client reduces because these records encounter each set of filters. The following filters reduce the number of Oracle CRM On Demand records that are available in Oracle CRM On Demand Desktop:
Related TopicsObjects That Are Enabled for SynchronizationDepending on the configuration that Oracle CRM On Demand Desktop downloads for the user, a set of objects that are enabled for synchronization determine the data that Oracle CRM On Demand Desktop can synchronize. These objects are defined in the application metadata that you make available through the customization package that is available to the user. If an object is not defined in the application metadata, then Oracle CRM On Demand Desktop does not synchronize it. Application metadata also defines the field mappings that Oracle CRM On Demand Desktop uses in the synchronization. These mappings specify how Oracle CRM On Demand Desktop synchronizes objects in Microsoft Outlook and the Oracle CRM On Demand server. For more information, see Customizing How Oracle CRM On Demand Desktop Maps Fields. |
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