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Running the Initial Synchronization with Your PIM

There are three steps required in order to run the initial synchronization between Oracle CRM On Demand and your PIM application, you must do the following:

1. Installing Oracle PIM Sync On Demand (see Installing and Uninstalling Oracle PIM Sync On Demand).
2. Configuring PIM Sync Client Synchronization Settings.

   NOTE: You can create filters during this step.

3. Running the Initial Synchronization with Oracle PIM Sync On Demand.

When synchronizing data, you can use filters to synchronize a subset of record, based on criteria you specify. For example, if you are planning to visit a particular region of the country and want to synchronize the contacts for the states you are visiting—or if you want to carry the contact information for only your high-profile customers—you would create filters to limit your records.

Before you begin:

• Connect to the Internet.
• Make sure your computer meets the system requirements specified for Oracle PIM Sync On Demand in Oracle CRM On Demand. For information on how to check the system requirements, see Working with Other Applications.
• Select the filter within the PIM Sync client to exclude private data before your first synchronization; otherwise, the records will be marked private within Oracle CRM On Demand and deleted from your PIM application.
• If you are going to share a contact through different users within the application and then synchronize the contact's details with a mobile, make sure the Enable Sync of Team Contacts check box (located under Additional Information under Personal Preferences) is selected.
• If you are going to create a filter to exclude your private records from being added to Oracle CRM On Demand, make sure the Private check box (bottom right corner of record details) is selected for your personal tasks, appointments, and contacts in your PIM application.
• Since the data is mapped to specific fields in each application, make sure your data is set up properly in the appropriate fields. For example, if you include the Country in the State field in Outlook, it will not match the drop-down options in Oracle CRM On Demand and, therefore, will not be added to the record in Oracle CRM On Demand. In subsequent synchronizations, this type of mismatch will be treated as a conflict.
• Special characters, such as the trademark or euro symbols, might not be displayed correctly when synchronizing data between your PIM application and Oracle CRM On Demand.
• Make sure the time zone set in Oracle CRM On Demand corresponds to the time zone set in your PIM application. For information on setting your time zone in Oracle CRM On Demand, see Updating Your Personal Details.

  CAUTION: If you change your time zone (for example, if you set your computer clock to match another region’s while you are traveling), be sure to close the PIM Sync client, and then reopen it. Closing and reopening the PIM Sync client allows Oracle CRM On Demand to synchronize the times set for your tasks and appointments accurately.