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Exchange Online Synchronizer - Fresh install

FRESH INSTALL OR UPGRADE > FRESH INSTALL

Overview

In this guide you will find the steps for installing the Exchange Online Synchronizer for new installations.

Before you Begin

Before you start with the preparation please read this knowledge base article about the system requirements for the Exchange Online Synchronizer.

Registration

Registration is done over the internet. Therefore a working internet connection is required. Please read this knowledge base article about the registration process.

Time zone settings

Please read this knowledge base article about the system date and time zone settings which are very crucial for the Exchange Online Synchronizer.

SuperOffice CRM Settings

The Exchange Online Synchronizer requires extra tables inside the SuperOffice CRM database. The creation of these tables is an automated process, however certain settings should be checked before attempting to create the tables using the Synchronizer Admin.

Check the mail addresses of the users

Make sure that the SuperOffice CRM users have a valid e-mail address stored in the SuperOffice contact person card. The e-mail address of SuperOffice is being used to link the user to Microsoft Exchange.

Add new list items to SuperOffice CRM

It is important to distinguish Outlook appointments or tasks from SuperOffice CRM appointments. This can easily be accomplished by adding some new list items to SuperOffice.
Go to the Settings & Maintenance menu > Lists > Follow-up Type:

  •          Add the task item ‘Outlook Appointment’, Type is Appointment
  •          Add the task item ‘Outlook Appointment (All-Day)’, Type is Appointment
  •          Add the task item ‘Outlook Task’, Type is Task

Go to the Settings & Maintenance menu > Lists > Selection Type

  •          Add the following list item; Add the type ‘Outlook Selection’.

Installation of the Exchange Online Synchronizer

Start by downloading the Exchange Online Synchronizer from CRMPlaza.com

The Exchange Synchronizer installer consists of two features that can be installed.

▪ The Exchange Synchronizer

▪ The Windows Service

To install the Exchange Synchronizer run the corresponding installation application and follow the directions given by the installer.

When the Windows Service option is selected to be installed the logon information for the service can be entered during the installation process. This can be the admin user for instance.

After the installation is completed the Synchronizer admin needs to be started to setup the Synchronizer connection towards SuperOffice and to create the Synchronizer tables.

Go to Start > InfoBridge > Exchange Online Synchronizer Admin
The Setup wizard will start. Fill in the details > Test the connection > Save. More information

After Saving the Create Synchronizer Tables screen will pop-up, click Yes to create the tables in the SuperOffice database.

Add an extra parameter to the Synchronizer and the Synchronizer Service

The Synchronizer admin, program and service need to start in Exchange Token mode. This can be done by adding an extra parameter to the start command of the Synchronizer and the Synchronizer admin shortcut and to the InfoBridge Synchronizer Service.

For the Synchronizer program and Synchronizer admin. The parameter to use is /ET

The start command in the shortcut properties should look like this: "C:\Program Files (x86)\InfoBridge\Exchange Online Synchronizer\InfoBridge Synchronizer Administrator.exe" /DC /ET

Synchronizer Service

In the registry go to: HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services

Select the InfoBridge Synchronizer Service and open the ImagePath. In the Value Data field add the parameter /ET

"C:\Program Files (x86)\InfoBridge\Exchange Online Synchronizer\InfoBridge.Synchronizer.Service.exe" /ET

Configure the Synchronizer

In the Synchronizer admin you can configure different settings for synchronization. This is also where you will link the SuperOffice user to their External Calendar system.
All the different settings can be reviewed in this Knowledge Base section.

 

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