Oracle CRM On Demand Desktop Administration Guide > Administering Oracle CRM On Demand Desktop > Changing the Behavior of Oracle CRM On Demand Desktop >

Controlling the Connection Tab

You can customize the settings for the Connection tab of the Oracle CRM On Demand Desktop-Options dialog box by modifying the customization package. The following procedure explains how to customize what check box is selected by default in the Options dialog box.

To control the Connection tab

1. Use an XML editor to open the platform_configuration.xml file.
2. In the initialization_script-CDATA section, set the following parameters:

   <initialization_script>
     <![CDATA[
     application.settings.set("ProxyUsage", "2");
     application.settings.set("ProxyServer", "server_address");
     application.settings.set("ProxyServerPort", "8080");
     application.settings.set("ProxyLogin", "login_name");
     ]]>
   </initialization_script>

   where the ProxyUsage parameter can be:

   • 0. Direct connection
   • 1. Use IE settings
   • 2. Manual proxy configuration
3. Save and close the platform_configuration.xml file.

Setting the Delete Confirmation Mode Attribute

To control the Confirm Synchronization Tab on the Synchronization Control Panel dialog box, you use the deletion_confirmation_mode attribute of the connector_configuration.xml file.

Table 11 describes the values you can use for the deletion_confirmation_mode attribute.

The following example sets the deletion_confirmation_mode attribute to revert_only. The ellipsis points (. . .) indicate code that is omitted:

<root>
  <features deletion_confirmation_mode="revert_only"
      . . .
  </features>

Specifying the Type of Object the User Can Confirm for Deletion

You can specify the type of object that Oracle CRM On Demand Desktop displays in the Delete from On Demand list in the Confirm Synchronization tab. For example, you can specify Oracle CRM On Demand Desktop to display only opportunity records.

To specify the type of object the user can confirm for deletion

1. Use an XML editor to open the connector_configuration.xml file.
2. Locate the object type that Oracle CRM On Demand Desktop must display in the Delete from On Demand list in the Confirm Synchronization tab list, for example, for opportunities, locate the following object type:

   type id="Opportunity"

3. In the object you located in Step 2, add the synchronizer element.

   For example, add the following element:

   <synchronizer name_format=":[:(Name):]" threshold="5">

   For more information, see Example Code for Setting the Synchronizer Element.

4. Repeat Step 2 through Step 3 for each type of object that Oracle CRM On Demand Desktop must display in the Delete from On Demand list.

Setting the Synchronizer Element

The synchronizer element in the connector_configuration.xml file controls the type of records that Oracle CRM On Demand Desktop displays in the Delete from On Demand list in the Confirm Synchronization tab list. It includes a threshold attribute.

In the following example, the threshold attribute of 5 causes Oracle CRM On Demand Desktop to display the Confirm Synchronization tab only if the user deleted five or more opportunities since the last synchronization:

<type id="Opportunity" state_field="ObjectState">
  <view label="#obj_opportunity" label_plural="#obj_opportunity_plural" small_icon="type_image:Opportunity:16" normal_icon="type_image:Opportunity:24" large_icon="type_image:Opportunity:48"></view>
  <synchronizer name_format=":[:(Name):]" threshold="5">
    <links>
    </links>
    <natural_keys>
    </natural_keys>
  </synchronizer>
</type>

Table 12 describes the values for the threshold attribute of the synchronizer element.