1. Siebel CRM Desktop for Microsoft Outlook Administration Guide
  2. Overview of Controlling Synchronization Frequency

Overview of Controlling Synchronization Frequency

Application settings that are related to synchronization frequency determine how often and the kind of data Siebel CRM Desktop synchronizes. The user can specify frequency or you can configure it:

  • The user can use the Synchronization tab of the Options dialog box to specify the interval that Siebel CRM Desktop uses to automatically start a synchronization. The user can double-click the CRM Desktop icon in the system tray or choose the Synchronize Now option from the options menu. The user can choose to synchronize all changes or only local changes. For more information, see Synchronizing All Changes or Only Local Changes.

  • You can configure the application metadata to determine how often Siebel CRM Desktop synchronizes each object. You can configure data that changes less often on the Siebel Server to synchronize less frequently. Example data includes list of value and other reference data, such as employees or positions. For more information, see the description about the SyncFrequency tag in Object Tag of the Siebel Meta Information File.

For more information about controlling synchronization frequency, see Controlling Synchronization Time, Day, and Size.