Controlling the Data That Siebel CRM Desktop Removes

This topic describes how to control the data that Siebel CRM Desktop removes if the user removes Siebel CRM Desktop. The platform_configuration.xml file allows you to specify the custom data that it removes from Microsoft Outlook. If the user removes Siebel CRM Desktop or changes credentials, then it removes from Outlook all the custom data that the siebel_basic_mapping.xml file describes. You can configure Siebel CRM Desktop to not delete data for an object type. It does not remove data that the user creates in the native Outlook application that it shares with the Siebel Server, such as a Calendar entry, To Do item, or email message. For more information, see XML Code That Customizes Platform Configuration.

To control the data that Siebel CRM Desktop removes

  1. Use an XML editor to open the platform_configuration.xml file.

  2. Configure Siebel CRM Desktop to not delete data for a specific object type. You create a rule named skip for the appropriate type tag.

    For example:

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

    In this example, Siebel CRM Desktop does not delete any data that the Action object type references.

  3. Configure Siebel CRM Desktop to conditionally not delete data for a specific object type.

    language
    

    This language attribute defines the script language in the CDATA section. For example:

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

    Siebel CRM Desktop supports only the JScript language.

  4. Configure Siebel CRM Desktop to not delete data for multiple object types. You add a separate rule for each object type.

    For example:

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