Controlling the Size and Type of Synchronized Records
You can control the size and type of records that Siebel CRM Desktop synchronizes. Siebel CRM Desktop comes with one predefined filter named Default filter. If you use this filter, then Siebel CRM Desktop downloads the following records from the Siebel Server to Outlook:
All accounts, contacts, and opportunities that the user can view
All activities that the user owns
All notes that are related to the downloaded records
All attachments that are related to the downloaded records that are no larger than 5 MB in size and that include one of the following file extensions:
doc
docx
xsl
xslx
msg
txt
rtf
html
ppt
pptx
pdf
mht
mpp
vsd
Siebel CRM Desktop downloads any child record that is related to a parent record that the user can view. This configuration allows the user to view the child in the appropriate window of the parent record. For example, the Contacts list displays the following information:
All unshared contacts
All shared contacts that the user can view
If the user attempts to open the detail form for a record that Siebel CRM Desktop does not allow the user to view, then it displays a read-only version of the detail form. This read-only form includes only some of the details.
To control the size and type of synchronized files
Configure the Filter Presets tag of the connector_configuration.xml file.
For more information, see Filter Presets Tag of the Connector Configuration File, and Example Code That Sets the Size and Type of Field.
Notify the user to use the Filter Records tab of the Synchronization Control Panel.
The Filter Records Tab allows the user to restrict the file type and maximum file size. The settings you configure in the Filter Presets tag of the connector_configuration.xml file override settings the user makes in the Filter Records tab. For example, assume you set a maximum file size of 5 MB, and the user sets this limit to 9 MB. In this situation, Siebel CRM Desktop restricts the file size to 5 MB.