Controlling the View Mode During Synchronization According to Object Type

This topic describes how to control the view mode that Siebel CRM Desktop uses during synchronization for an object type. The view modes that are configured in the client application metadata affect data access. You can configure each synchronization object with a different level of data access. This configuration is implemented as a view mode argument that Siebel CRM Desktop passes to the EAI Siebel Adapter business service during synchronization. It establishes basic access control in the client.

For example, data about opportunities is available to the sales representatives who are on the team for the opportunity. The default configuration for Siebel CRM Desktop specifies that the opportunity synchronization object must use the sales representative view mode. Several view mode arguments are available. For example, All, Organization, Sales Rep, or Personal. For more information, see About the EAI Siebel Adapter Business Service.

To control the view mode during synchronization according to object type

  1. Use an XML editor open the siebel_meta_info.xml file.

  2. Locate the type tag of the object that must use a view mode during synchronization.

    For example, locate the following tag:

    object TypeId='Account.Account_Note'
    
  3. Locate the viewmodes subelement of the type tag you located in step 2.

  4. Set the viewmodes subelement using the following format:

    viewmodes view_mode_context1="view_mode_value" 
    view_mode_context2="view_mode_value" view_mode_context3="view_mode_value"
    

    where:

    • view_mode_context is set to one of the following values:

      • General. Requests server records of synchronized object types that match the user synchronization filters with master filter restrictions applied. If you specify this value, then it overrides the value in the viewmode attribute. For more information, see Using the Metadata to Control Siebel CRM Desktop.

      • Dedup. Detects duplicate records when Siebel CRM Desktop must add records to Outlook or to the server database. If you do not specify this value, then it sets the value for the Deduplication view mode to the value that you set for the General view mode. For more information, see Resolving Synchronization Conflicts.

      • QBID. (Query By Id) Requests objects that Siebel CRM Desktop must synchronize to Outlook to maintain referential integrity because this object is related to a synchronized record. It requests this object even if the object does not match a user synchronization filter. You must specify a Query by Id for each object type that Siebel CRM Desktop queries by Id. The default value is All.

    • view_mode_value is set to one of the following values:

      • All

      • Sales Rep

      • Personal

      • Organization

      For example:

      viewmodes General="Organization" Dedup="All"