1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. How Differences Between Microsoft Outlook and the Siebel Server Affect Synchronization

How Differences Between Microsoft Outlook and the Siebel Server Affect Synchronization

Siebel CRM Desktop downloads to Microsoft Outlook all data that resides on the Siebel Server that is available to the user for the initial synchronization. For an incremental synchronization, the changes that occur to data in Outlook and on the Siebel Server play a large role in determining the data that Siebel CRM Desktop synchronizes. The following changes can occur:

  • Data is created, updated, or deleted in Outlook.

  • Data is created, updated, or deleted on the Siebel Server.

For more information, see How Siebel CRM Desktop Synchronizes Data During an Incremental Synchronization.

Differences in Data Access Rules

Differences in data access rules that occur from one synchronization to the next can occur for the following reasons:

  • The user downloaded a different customization package with a different configuration of synchronization objects, view modes, or internal synchronization filters.

  • The configuration of the Siebel Runtime Repository changed. This can include security logic, search specifications, or other logic in the integration or business object layers.