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Specifying Which Data Oracle CRM On Demand Desktop Removes from Microsoft Outlook


The platform_configuration.xml file allows you to specify which custom data Oracle CRM On Demand Desktop removes from Microsoft Outlook. If the user uninstalls Oracle CRM On Demand Desktop or changes credentials, then Oracle CRM On Demand Desktop removes all the custom data from Microsoft Outlook that the od_basic_mapping.xml file describes. You can configure Oracle CRM On Demand Desktop to not delete data for a certain object type. Note that Oracle CRM On Demand Desktop does not remove Microsoft Outlook data, which is data that the user creates in the native Microsoft Outlook application. For more information, see XML Code to Customize the Data That Oracle CRM On Demand Desktop Deletes If You Remove Oracle CRM On Demand Desktop.

To specify which data Oracle CRM On Demand Desktop removes

  1. To configure Oracle CRM On Demand Desktop not to delete data for a specific object type, define a rule named script for the appropriate type element in the platform_configuration.xml file.

    For example:

    type id="Action" rule="skip"/>

    In this example, Oracle CRM On Demand Desktop does not delete any data that is associated with the Action object type.

  2. To configure Oracle CRM On Demand Desktop to conditionally not delete data for a specific object type, define an attribute named language for the rule you defined in Step 1.

    The language attribute defines the script language in the CDATA section. Oracle CRM On Demand Desktop supports only JScript, for example:

    <type id="Action" rule="script" language="JScript">
        <![CDATA[ ... JavaScript code ... ]]>
    </type>

  3. To configure Oracle CRM On Demand Desktop not to delete data for multiple object types, add a separate rule for each object type, for example:

    <type id="Action" rule="skip"/>
    <type id="Opportunity" rule="skip"/>

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