Special user settings in Aurea CRM

It is possible to override some global settings of connector on user level.

To implement such a mechanism you need to create an additional field UserSettings (type=Text, length=2048) in the Aurea CRM rep table (ID table). Using an XML-based description you can define the following special settings for specific users.

Note: Changes of UserSettings require a restart of the connector service in order to be applied.

Handling attachments

It is possible to overrule the general setting how connector handles the synchronization of attachments for specific users (mailboxes).

See sample below (Special user settings for handling attachments).

<SyncSettings>
	<EmailSync SyncAttach="save_whole_msg" AttachSizeLimit="5000" />
	<AppointSync_Ex2Up SyncAttach="true" AttachSizeLimit="2000" />
	<AppointSync_Up2Ex />
</SyncSettings>

Supported values for EmailSync SyncAttach are save_whole_msg, true and false, supported values for AppointSync_Ex2Up SyncAttach are true and false.

AttachSizeLimit is always a number >= 0 (if 0 there is no limitation for attachment size). There is also no limit if EmailSync SyncAttach is set to save_whole_msg). AttachSizeLimit is the size in KB.

Handling private appointments

It is possible to override the global settings how connector handles the synchronization of private appointments on user level. You can turn on the synchronization of private appointments via <AppointSync_Ex2Up SyncPrivate="true"/> or turn it off using the following XML syntax <AppointSync_Ex2Up SyncPrivate="false"/>.

Categorization of contact persons

It is possible to override the global settings regarding categorization of contact persons on user level, e.g. via the <ContactSync Category="My Category"/> element.

The following logic applies:

Global setting	User setting	[Resulting] Category
"CRM"	`Category=""`	Category not set
"CRM"	`Category="My Category"`	"My Category"
	`Category="My Category"`	"My Category"
"CRM"	Category not set	"CRM"
	Category not set	Category not set