Synchronization Settings - SAP Documentation

Synchronization Settings

You can control how client-based groupware synchronization takes place by means of synchronization settings, which you can make in the following locations:

In Microsoft Outlook under SAP CRM Options
In your operating system under All Programs SAP CRM Client Groupware Integration Maintain Synchronization Settings
In the SAP CRM WebClient UI under Personalize, by clicking Edit Synchronization Settings

Features

“CRM Server” Pane

Field Group	Field	Explanation
CRM Logon Details	Server	The secure URL for the SAP CRM server. This information is derived from SAP CRM, transaction SMICM under Goto Parameters Display Misc , next to the parameter icm/host_name_full.
	Port	This information is derived from SAP CRM, transaction SMICM under Goto Parameters Display Services , in the same row as the parameters icm/Server_port_X and PROT=HTTPS. The port number is shown in the format PORT=44377. In transaction SMICM, ensure that the HTTPS port is activated, by choosing Goto Services , selecting the service HTTPS, and choosing Service Activate .
	Client	The client number of the SAP CRM system.
	Use Single Sign-On	Indicates whether single sign-on is enabled.
Single Sign On Details	Collect Certificate Via and Certificate/Issuer/Path Name	Determines how single sign-on certificates are collected from the certificate store, and the corresponding value for retrieval. The certificate must have a .CER file extension, be valid, and be stored in your local system. You have the following options for collection: By subject name In the certificate for your user, on the Details tab, search for SubjectName to find the value. Enter this in the Certificate/Issuer/Path Name field in the format CN=SSO_CA,O=<<ORGANIZATION>,C=<COUNTRY> By issuer name In the certificate for your user, on the Details tab, search for Issuer to find the value. Enter this in the Certificate/Issuer/Path Name field in the format CN=<USERNAME>,O=<ORGANIZATION>,C=<COUNTRY>. By Windows authentication Uses the Microsoft Windows user and domain name with which you are logged into the system. The field Certificate/Issuer/Path Name is filled automatically with the user and domain name in the format DOMAIN NAME\USER NAME. By serial number In the certificate for your user, on the Details tab, search for SerialNumber to find the value. Enter this in the Certificate/Issuer/Path Name field in the format XXXXXXXXXXXXXXXXXX (in the certificate the format is XX XX XX XX XX XX XX XX XX XX; remove the spaces when you enter the value). From a specified path in your local system Browse to select the path.
CRM Groupware Client Details	Client Version	Displays the version of the client groupware integration component that is installed on the system.
	Mail Client	Displays the default mail client for which groupware integration is implemented.
	Filter On Category	Displays the category used during synchronization. This is always SAP CRM.
	Language	Determines the language in which the interface texts of the groupware add-in are displayed. Determines the groupware profile for the combination of business role, language, and country.
	Time Zone	Displays the local time zone of the system, which is taken into account for synchronization of appointments and tasks.

“Synchronization” Pane

Field Group	Field	Explanation
Appointment/Task Synchronization Settings	Start Date and End Date	The time frame for which appointments and tasks are to be synchronized.
Appointment/Task Synchronization Settings	Calendar Reminder	The number of minutes in advance that reminders appear for appointments synchronized from SAP CRM to Microsoft Outlook.
Contact Person Synchronization Settings	Default Country	The country of the business partner associated with the user logged on.
	Download from CRM: Owned Contacts	Determines whether contacts are synchronized for which the user logged-on is employee responsible.
	Download from CRM: Contacts for Accounts Where User Belongs to Account Team	Determines whether all contacts are synchronized for accounts for which the user logged-on is employee responsible.
	Delete Accounts if No Contacts are Assigned	Determines whether accounts without contacts assigned are deleted.
Sync Options	Select	Indicates which entities are synchronized.
	Direction: Both Directions	Indicates that items are synchronized from the SAP CRM server to the groupware client and from the groupware client to the SAP CRM server.
	Direction: CRM to Outlook/Lotus Notes	Indicates that items are synchronized from the SAP CRM server to the groupware client only.
	Direction: Outlook/Lotus Notes to CRM	Indicates that items are synchronized from the groupware client to the SAP CRM server only.
	Folder	Determines the mailbox to which you want items to be synchronized.
	Attachments	Indicates whether attachments are to be synchronized.

“Confirmation and Conflicts” Pane

The settings below apply to manually triggered synchronization:

Field Group	Field	Explanation
Show Confirmation Window For	All	Indicates whether the Conflicts/Confirmations window is to be shown if an item is created, modified, or deleted.
Show Confirmation Window For	Creation/Deletion/Modification	Indicates that the Conflicts/Confirmations window is to be shown for one or two particular action types (creation, deletion, or modification).
Conflict Resolution Options	Show Conflict Resolution Window	Indicates whether Conflicts/Confirmations window is to be shown if an item has been modified in both SAP CRM and the groupware client.
	Outlook/Lotus has Priority	If there is a conflict, the item is unchanged in the groupware client and overwritten in SAP CRM.
	No Default Option	If there is a conflict, the Conflicts/Confirmations window appears and the business user decides which version of the item has precedence.
	SAP CRM has Priority	If there is a conflict, the item is unchanged in SAP CRM and overwritten in the groupware client.

“Advanced” Pane

Field Group	Field	Explanation
Handling of New Private Appointments/Tasks	Created in Outlook\Lotus Client and Created in SAP CRM	Indicates whether private appointments or tasks are synchronized.
Enable Tracing	Enable Logging	Indicates whether synchronization logs are enabled. You can change the default log file path.
Enable Tracing	Temporarily Include Exception List Entries	If a decision cannot be taken about whether or not to synchronize an item for which a conflict is displayed in the Conflicts/Confirmations window, the item can be added to an exception list. To synchronize items that are included in the exception list, a business user must select this checkbox. The items are then included in the next synchronization.

“Search Results” Pane

Field Group	Field	Explanation
Configure Search Result	Select	You can customize the columns shown in the results of a predefined search in the Relate to SAP CRM add-in in Microsoft Outlook. Select the search for which you want to do this.
Configure Columns	None	Use the arrow buttons to add and remove columns from the lists of available and displayed columns, and click Apply to save your changes.

“Auto Synchronization” Pane

Field Group	Field	Explanation
None	Enable Automatic Synchronization	Indicates whether automatic synchronization is used.
Schedule Automatic Synchronization	Perform first synchronization at logon	Indicates whether synchronization starts automatically whenever the system boots/restarts or the user is logged in to the system.
	Start synchronization every	Defines a schedule for periodic automatic synchronization. The minimum interval is 10 minutes.
	When the computer has been idle for	Indicates whether synchronization starts automatically when the computer is in idle state for the specified period of time. The minimum interval is 5 minutes.
Specify the Days for Synchronization	<days of the week>	Indicates on which day(s) of the week automatic synchronization takes place.
Additional Settings: Define the system behavior for conflicts between SAP CRM and groupware	Microsoft Outlook/Lotus has Priority	If there is a conflict, the item is unchanged in the groupware client and overwritten in SAP CRM.
	Open Conflict Resolution	If there is a conflict, the Conflicts/Confirmations window appears and the business user decides which version of the item has precedence.
	SAP CRM has Priority	If there is a conflict, the item is unchanged in SAP CRM and overwritten in the groupware client.
Additional Settings	Notify me when synchronization is completed	Indicates whether a confirmation is displayed when synchronization is completed or fails.
Additional Settings	Use confirmation and conflict settings configured for manual synchronization	Indicates that the settings for manual synchronization apply to automatic synchronization.