Siebel Client Sync Guide


What's New in This Release


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Siebel Client Sync Overview

About Siebel Client Sync

Supported PIMs and Systems

What Happens When Siebel Client Sync Runs

Field Value Synchronization Issues

About Changed Field Values and Synchronization

About Deleted Records and Synchronization

About Required Fields and Synchronization

About Conflict Resolution and Synchronization

Data Type Synchronization Issues

About Queries and Synchronization

About Multi-Value Groups (MVGs) and Synchronization

About Synchronization of Activities and Calendar

About Contact Access Lists and Synchronization

About Tag Bearer Fields for Accounts Synchronization

About Synchronizing Contacts and Accounts

About Using Siebel Client Sync with GroupWise

About Unicode Data Conversion


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Administering Siebel Client Sync

Process of Deploying Siebel Client Sync

Researching Business Requirements for Synchronization

Choosing a Best Practice Configuration

Researching Any Business Component Changes

Determining Effects of BusComp Changes on Sync

Setting Default Times for Imported Activities

Configuring Siebel Client Sync

Establishing Field Mappings in the Translation.txt File

Setting Up Synchronization with a Localized PIM

Defining Queries in Siebel Applications

Setting Up a Default Connect String for Siebel Client Sync

Providing Users with Siebel Client Sync

Distributing Modified Siebel Client Sync Files


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Using Siebel Client Sync

Installing Siebel Client Sync

About Preparing for Synchronization

Selecting Synchronization Options

Selecting Advanced Synchronization Options

Excluding Private Data from Siebel Applications

Creating Filters for PIM Data

Selecting Queries for Synchronized Data

Synchronizing Data

Synchronizing with a Palm OS Handheld

Synchronizing with Lotus Notes in Island Mode

About Synchronizing Employees and Contacts on the Sync List

Starting Siebel Client Sync Automatically

About Resolving Conversion Errors

Viewing the Siebel Client Sync Log


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Field Mappings

Field Mapping Issues

About Mapping to the Company and Account Fields

About Private Contact Records

About GroupWise Mapping Support

About Field Length Differences

About Field Value Overlaps

About Activity Types

Field Mapping Tables

MS Outlook Field Mapping Tables

Palm OS Handheld Field Mapping Tables

Lotus Notes Field Mapping Tables

GroupWise Field Mapping Tables


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Sample Translation.txt File


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Configuration Files

Siebel Client Sync siebelsettings.cfg File

Siebel Client Sync pimsync.cfg File

Other Siebel Client Sync Configuration Files


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Troubleshooting Siebel Client Sync

Too Many Activities Categories

Synchronization with MS Outlook Fails

DLL File Self-Registration Errors

About Configuring for Synchronization with a Palm OS Handheld

HotSync Problems

Selected Value and Drop-Down List Value Do Not Match Error Message

Unable to Complete Request Error Message

Loss of Data After Change to Predefined Query

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Siebel Client Sync Guide Copyright © 2006, Oracle. All rights reserved.