Contents

• Title and Copyright Information
• Preface

1 What's New in This Release

• What's New In Siebel Server Sync Guide, Siebel CRM 24.10 Update
• What's New In Siebel Server Sync Guide, Siebel CRM 23.5 Update
• What’s New in Siebel Server Sync Guide, Siebel CRM 21.8 Update
• What’s New in Siebel Server Sync Guide, Siebel CRM 20.3 Update
• What’s New in Siebel Server Sync Guide, Siebel CRM 20.1 Update

2 Introducing Siebel Server Sync

• Introducing Siebel Server Sync
• About Siebel Server Sync for Microsoft Exchange Server
• SSSE Deployment Options
• SSSE Synchronization Options
• Important SSSE Terminology

3 Siebel Server Sync for Microsoft Exchange Server Architecture Overview

• Siebel Server Sync for Microsoft Exchange Server Architecture Overview
• About PIMSI Engine
• About PIMSI Dispatcher
• About Exchange Connector
  • About the Web Service Exchange Connector
• PIMSI Engine Task Flow
• SSSE Architecture
• SSSE System Requirements
• Initial Extract and Ongoing Extract
• About Synchronizing Records during Initial Extract
  • Initial Extract of Microsoft Exchange Contact Records
  • Initial Extract of Microsoft Exchange Task and Calendar Records
• About Synchronizing Records During the Ongoing Extract Process
• About SSSE Contact Record Matching
  • About the Visibility Type Setting
  • About the IgnoreContactMatching Parameter
  • About the Contact Record Matching Process

4 Installing Siebel Server Sync for Microsoft Exchange Server

• Installing Siebel Server Sync for Microsoft Exchange Server
• Configuring Firewalls for Use with SSSE
• Requirements for Installing SSSE Components in a Cluster Configuration

5 Configuring Siebel Server Sync for Microsoft Exchange Server

• Configuring Siebel Server Sync for Microsoft Exchange Server
• About Configuring SSSE
• Roadmap for Configuring SSSE
• About the Default Account Setting
• About Tuning SSSE for Optimal Performance
  • MaxTasks
  • Choosing an Appropriate Dispatcher Repeat Interval
• Modifying Enterprise and Server Component Parameters
  • Modifying Enterprise and Server Component Parameters Using Server Administration Views
  • Modifying Enterprise and Server Component Parameters Using srvrmgr
  • PIMSI Engine Server Component Parameters
  • SSSE-Related Siebel Enterprise Server Parameters
• About the Exchange Service Account
• Configuring User Mailbox Access for the Exchange Service Account
  • Configuring Exchange Service Account Access Permissions Using a Script
  • Configuring Exchange Service Account Access Permissions Manually
• Process of Configuring the Web Service Exchange Connector
• Configuring the Autodiscover Service URL
• Configuring SSSE for Multiple AD Forest Environments (Web Connector)
• Configuring the IIS Web Server for Microsoft Exchange (Web Connector)
• Configuring Outbound Web Services for Microsoft Exchange
• Modifying SSSE Log File Settings
• Configuring the Database for SSSE
• About Enabling and Disabling Components on SSSE Servers
• Restarting Siebel Services
• Configuring and Starting PIMSI Dispatcher
  • About PIMSI Dispatcher Recovery Mode Parameters
  • Creating the PIMSI Dispatcher Job
  • Creating PIMSI Dispatcher User Groups
• Configuring Support for Items Archived in Microsoft Outlook
• Suppressing Email Invitations
• About Configuring Recurring Appointments
  • Supported Meetings
  • Unsupported Meetings with an End Date
  • Unsupported Meetings without an End Date

6 Administering Siebel Server Sync for Microsoft Exchange Server

• Administering Siebel Server Sync for Microsoft Exchange Server
• About Administering SSSE
• About SSSE Domains
• Changing SSSE Default Values For Synchronization Conflicts
• Process of Configuring Siebel and PIM Domain Characteristics
  • Setting Siebel Domain-Level Synchronization
    • About the Limitation Against Import Only Synchronization Level
  • Setting PIM Category Values for Siebel Domains
  • Enabling and Disabling Contact Record Matching
  • Setting Required Siebel Domain Fields and Defaults
  • Setting Required PIM Domain Fields and Defaults
  • About Allowing or Preventing Record Deletions for a Domain
  • Allowing or Preventing Record Deletions
• Mapping Siebel Domain and PIM Domain Fields
  • Creating Field Mappings
  • Setting Field-Level Synchronization
  • Setting Key Fields
• Process of Setting SSSE Group and User Access Controls
  • Setting User-Level Synchronization
  • Setting Group-Level Synchronization
  • Mapping Individual Users
  • Mapping Multiple Users
  • Enabling or Disabling User Synchronization
• Setting Extract Start Dates for Users
  • About the System-Wide Extract Start Date
  • Setting the Extract Start Date for Individual Users
• Implementing Import-Only Synchronization of Calendar Records
• About Setting Calendar and Task Record Synchronization Options
• Implementing Opt-In Synchronization for Calendar and Task Records
• Skipping Private Calendar or Task Records During Synchronization
• Process of Enabling Inbound Activity Filtering
  • Setting a Default Value for the Type Field
  • Setting Up Translation Mappings for Inbound Activity Filtering
• About SSSE Table Maintenance
• About SSSE Log Files
• About Moving or Deleting Mailboxes for SSSE Users
• Skipping Records That Generate Synchronization Errors
• Process of Configuring Email Notification of Synchronization Errors
  • Configuring System Alerts for Email Notification of PIMSI Engine Synchronization Errors
    • Example of Defining an Email Body Template for Synchronization Error Notifications

7 Customizing Siebel Server Sync for Microsoft Exchange Server

• Customizing Siebel Server Sync for Microsoft Exchange Server
• About Customizing SSSE
• About Synchronizing Additional Fields
• Process of Customizing SSSE
• About SSSE Integration Objects
• Changing Integration Objects
• Example of Changing Integration Objects
• About SSSE Data Maps
• Changing SSSE Data Maps
• Example of Changing Data Maps
• Changing Siebel Domain Configurations
• Example of Changing Siebel Domain Configurations
• Changing PIM Domain Configuration
• Example of Changing PIM Domain Configurations
• Changing Domain Map Configurations
• Example of Changing Domain Map Configurations
• About SSSE User Filtering
• Changing User Filtering Configurations
• About Customizing Delta Queries
• Changing Delta Query Profile Configuration Parameters
• About Creating Custom Delete Triggers
• Creating Custom Delete Triggers
• Sample Delete Trigger

8 Integrating Office 365 with Siebel Server Sync for Microsoft Exchange Server

• Integrating Office 365 with Siebel Server Sync (SSSE) for Microsoft Exchange Server
• Prerequisite
• Configurations in Siebel Server
• Configurations to Integrate SSSE with Office 365
  • Repository Configuration
  • JBS Configuration
  • Configuring the Private Key
  • Configuring the Siebel Application to Integrate Office 365
  • Configuring the Outbound Web Service Port Address
• Removal of Windows Dependency for the Integration of SSSE with Office 365
  • Configure SSSE with O365 Integration
  • Add CA Certificate on Truststore
  • Enable SHA2 Support for Outbound Web Services
  • Add Proxy Settings to Catalina.sh of Siebel SES Container
  • Add Proxy Settings to Tomcat Service of Siebel SES Container
  • Stop and Start Siebel Server and Siebel SES Container

9 Using Siebel Server Sync for Microsoft Exchange Server

• Using Siebel Server Sync for Microsoft Exchange Server
• About Using SSSE
• Scenarios for Using SSSE
  • Scheduling a Meeting Using the Calendar
  • Recording a Task or To Do Activity
  • Storing Business Contact Information
• About Using SSSE with Calendar Records
  • About Inbound Activity Filtering
  • About Using the Opt-in Feature
  • About the Ignore Private Records Feature
• Factors That Determine Calendar Synchronization
• About Activities and Calendar Records
• About Creating, Modifying, or Deleting an Appointment
  • Modifying Recurring Appointments
• All-Day Appointments
• About Adding an Attachment to an Appointment
• Calendar Appointments with Multiple Attendees
  • Calendar Items Created in Siebel Business Applications
    • Special Handling When Siebel Owner Is Not Enabled to Use SSSE
  • Calendar Items Created in Microsoft Exchange
    • Synchronization of Calendar Items
    • About Contact Distribution Lists
    • Special Handling When the Exchange Organizer Is Not Mapped or Enabled
    • Special Handling When an Exchange Attendee Is Not Enabled to Use SSSE
    • Special Handling When an Exchange Attendee Deletes or Declines an Exchange Meeting
• About Using SSSE with Task Records
• Factors That Determine Task Record Synchronization
  • Allow Record Deletions Is Not Selected
• About Creating, Modifying, or Deleting a Task Record
  • About Creating or Modifying a Recurring Task Record
• About Adding an Attachment to a Task Record
• Assigning Tasks to Other Users
• How Priorities and Status Values Are Set for a Task Record
• About Using SSSE with Contact Records
• Enabling and Disabling Contact Records for Synchronization
• About Creating, Modifying, or Deleting a Contact
• About Adding an Attachment to a Contact
• Creating a Personal Contact
• Account-to-Contact Relationships
  • Contact Access
• About Changing Contact Domains
• Synchronization of Contact Phone Numbers
  • Inbound Synchronization
  • Outbound Synchronization
• Synchronization Error Messages

10 Setting Up and Using Siebel Outlook Add-In

• Setting Up and Using Siebel Outlook Add-In
• About Siebel Outlook Add-In
• System Requirements for Siebel Outlook Add-In
• Process of Setting Up Siebel Outlook Add-In
  • Setting Enterprise Server Parameters and Enabling Web Client Automation for Outlook Add-In
    • About the Messaging Client AddIn EAI Url Parameter
    • About the Messaging Client AddIn Cache Refresh Interval Parameter
    • About the Messaging Client AddIn Link History Parameter
  • (Optional) Setting the Bucket Size User Property for Siebel Outlook Add-In
  • (Optional) Setting Siebel Outlook Add-In Objects and Fields
  • Installing Siebel Outlook Add-In
  • Initializing Siebel Outlook Add-In
    • Initializing Siebel Outlook Add-In
    • Configuring the Maximum Number of Unsuccessful Siebel Login Attempts
  • (Optional) Configuring Siebel Outlook Add-In for Web Single Sign-On Authentication
  • Testing Siebel Outlook Add-In
• Setting Siebel Outlook Add-In Options
  • Setting the Cache Refresh Interval
  • Setting the Quick Link Retention Period
• Process of Configuring Custom Objects in Siebel Outlook Add-In
  • Configuring List of Values
  • Creating a New PIMSI Siebel Object
  • Updating Integration Objects
  • Updating the Data Maps
  • Updating the PIMSI Domain Configuration
  • Updating Domain Maps
• About Using Siebel Outlook Add-In
  • Linking to Siebel Data from Microsoft Outlook
  • Using Outlook Add-In Quick Links
  • Using Outlook Add-In Links
  • Removing Links to Siebel Data
  • About Using Outlook Add-In with the Mobile Web Client