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

Overview of Synchronization Conflicts

Auto Resolver is a Siebel CRM Desktop feature that allows you to configure Siebel CRM Desktop to automatically resolve a synchronization conflict instead of allowing the user to manually resolve this conflict. One of the following synchronization conflicts might occur when Siebel CRM Desktop synchronizes local data with data from the Siebel Server:

  • Duplicating a record

  • Simultaneously updating a record on the client and on the server

  • Updating a record on the client and deleting this record on the server

  • Updating a record on the server and deleting this record on the client

Consider the following items:

  • Activity processing. Assume a user receives an event that Siebel CRM Desktop automatically shares. The user then downloads the same event from the Siebel Server during a synchronization. This situation might cause a duplication conflict, which is a type of conflict where two separate records include exactly the same information. You can configure the Auto Resolver so that Siebel CRM Desktop uses the record from the client database or from the Siebel Server database as the primary record, and then uses the data in this primary record to update the data in the nonprimary record.

  • Data update. Assume a user updates a date in a field on the client, and that the Siebel Server updates this same date on the server. In this situation, an update conflict occurs during synchronization between the client and server databases.

This topic uses the following terms:

  • remote identifies the Siebel Server.

  • local identifies the client.

It is recommended that you configure autoresolve for each individual field, and only when necessary. It is recommended that you do not configure Siebel CRM Desktop to resolve all conflicts. Sometimes the client will include the correct value and sometimes the Siebel Server will include the correct value. Using autoresolve might result in Siebel CRM Desktop maintaining an incorrect value. If the client or server might include the correct value, then it is recommended that you allow the user to choose the correct value.