1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. Controlling the Number of Records That Synchronize

Controlling the Number of Records That Synchronize

To produce the most desirable synchronization performance and scalability, and to maintain acceptable Outlook performance when the user works with Siebel CRM data, it is recommended that Siebel CRM Desktop synchronize no more than 10,000 records for a single user. If it synchronizes more than 10,000 records, then the following undesirable results might occur:

  • Longer synchronization times

  • More server resources required to support user synchronization sessions

  • Slower Outlook performance when working with Siebel CRM data

To control the number of records that synchronize

  1. With administrator privileges, log in to a Siebel CRM client that is connected to the Siebel Server.

  2. Navigate to the Administration - Server Configuration screen, and then the Servers view.

  3. In the components tab, choose EAI Object Manager.

  4. Set the value for the Maximum Page Size parameter to the maximum number of records that Siebel CRM Desktop can synchronize for a single user.

    If Siebel CRM Desktop attempts to synchronize more records at run-time than the value you set, then it returns an error message to Outlook that indicates that the number of records requested is too large. For more information, see Resolving Exceeded Row Size Problems.

Note: By default, Siebel CRM Desktop allows only 20,000 sychronizations per object. For example, 20,000 synchronizations for Accounts or 20,000 synchronizations for Opportunities. Oracle does not recommend increasing this number because it could cause performance issues with Siebel CRM Desktop. Oracle recommends that you use master filters to reduce the number of objects synchronized by Siebel CRM Desktop. For more information about master filters, see Master Filter Expression Tag of the Siebel Meta Information File. If there is a compelling business need that prevents the use of master filters to decrease the records retrieved, the 20,000 limit can be adjusted up using the Windows Registry key at HKEY_CURRENT_USER\Software\Oracle\CRM Desktop\LimitSnapshotObjects.