WIXLIB

Connect Bridge – Exchange Server Sync – User manualConnecting Software6.2 Tenants setupThe application can work with multiple Exchange tenants in parallel.An Exchange tenant consists from a synchronization setup, between two Exchange servers,which runs independently from other tenants.You can set as many tenants as you want. For example between Exchange1 and Exchange2,other tenant between Exchange 3 and Exchange4, between Exchange1 and Exchange3 etc.For each tenant apart you have to set up the connection strings for connection tocorresponding Exchange servers, set up the synchronization pairs and the rest of thesettings.All settings are saved for each tenant apart and are automatically loaded at applicationstart.6.3 Creating the connection stringThe application needs two connection string: If using one Exchange server, you need to create two connection strings with thesame ServerURL and put the credentials for the Root UsersIf using two Exchange servers, you need to create two connection strings with theServerURL of each Exchange server and put the credentials for the Root Users.The previous image shows the start of the application.The first step is the creation of the connection strings which automatically created by theapplication. The parameters (1, 2) needed for creation of the connection string are:03 March 2016Page 12/26

Connect Bridge – Exchange Server Sync – User manual Connecting SoftwareUserName the Exchange User Name of the Root Exchange UserPassword the password of the Root Exchange UserServerUrl https://192.192.192.192/ews/Exchange.asmx this is the address of theExchange ServerRequestServerVersion the Exchange Server Version identifier: for example:Exchange2010SP1 for Exchange Server 2010 with SP1. See the Connect BridgeExchange plugin for more details and all the identifiers.After you put the required parameters you can test the connection by pressing button 3.If connection is successful you can press next (4) and set up the synchronization.6.4 Setup the synchronizationAfter you put the correct connection strings for the Root users you can go to the next stepin setting up the synchronization.The following screen will appear:6.3.1 Setup window descriptionThe previous image is the main screen of the application. Its components are marked withnumbers:1. This icon is showing that the synchronization is running.03 March 2016Page 13/26

Connect Bridge – Exchange Server Sync – User manualConnecting Software2. The state of the synchronization: Stopped – synchronization is not running,Running –the synchronization is running. StopRequested – synchronization isbeing stopped by user.Error – an error occurred during synchronization, please check the log window orlog files for details.3. First filter – This is used to find the user(s) you want to synchronize. Here youhave to put a part of the user’s name for the first Root User.4. Second Filter – This is used to find the user(s) you want to synchronize. Here youhave to put a part of the user’s name for the second Root User.5. Find users – by pressing this button the application starts to look for users whichcontain the text from 3 and 4 in their name.6. Selected – displays you the actual selected user and folder you select in part 10left side. This folder will be later added to pairing.7. Selected – displays you the actual selected users and folders you select in part 19right right side. This folder will be later added to pairing8. Define Start Date for initial Synch – if this is checked only items with the newermodification date than the selected date will be synchronized.9. Include sub folders – if checked all the subfolders (actual and new folders) of theselected folder in window 10 will be synchronized. The same for the right side.10. Available Users – after you perform a search using button 5, the application willgive you a list and a folder structure of the found users using the filter from 3. Hereyou can select the users and folders which should be later on added to pairing.11. Make Pair button – this button is used for to create a pair of selected folders.After you do a search and application gives you the folder structure for the bothsides (10, 19) you have to do a selection by clicking on one folder in window 10 andon one folder in window 19. The selections are then displayed in the text box 6 and7. By clicking this button the selections from 6 and 7 will be added to the list ofpairs (13)12. Remove Pair button – this button is used to remove a selected par from the listof pairs (13)13. Defined Pairs – this windows shows all the defined pairs that will be synchronized.You can add pairs or remove pairs.14. Synch Period – you can set how often should the application check the servers fornew items or changes.15. Start – by pressing this button you start the synchronization process. There mustbe at least one pair defined in window 13.16. Pause- by pressing this button you pause the synchronization process. You canresume it by pressing button 15. If the application is processing items then you willreceive a warning message that the synchronization cannot be stopped. You haveto wait until the synchronization cycle is finished then the pause will be activated.17. Back button – go to previous part of the application (setting up the connectionstrings)18. Forward button – go to the following part of the application (activity log)03 March 2016Page 14/26

Connect Bridge – Exchange Server Sync – User manualConnecting Software19. Available Users – after you perform a search using button 5, the application willgive you a list and a folder structure of the found users using the filter from 4. Hereyou can select the users and folders which should be later on added to pairing.20. Use last stamp if available – the application is using a database to track all theoperations and the state of the synchronization. This should be checked by default.By unchecking this option a full synchronization will be done without taking intoconsideration the last state of the synchronization process.21. Number of items and number of synchronized items – count of the currentitems in the selected folder. The synchronized items is counting the items that weresynchronized.22. ReadOnly – if this is checked while creating a synchronization pair, the folder ofthe checked user will be read only – no changes will be made to that folder. This isused for one way synchronization – just from one user to other.24. Save settings – Save the defined settings to be loaded at next start.03 March 2016Page 15/26

Connect Bridge – Exchange Server Sync – User manualConnecting Software6.3.2 Set up the synchronization pairsThe following picture shows the synchronization pairs definition screen.After you perform a search for users accounts using the First Filter and Second Filter theapplication shows you the available user and the folder structure of each user.To add a synchronization pair follow the following steps:-Do a search for one user and the second userSelect one folder on the left side for the first userSelect one folder on the right side for the second userCheck the textbox 6 and 7 to be sure your selection is correctClick on button Add pairs (11) to add a pair to Defined Pairs listYou can also add all folders of the users by selecting the root folder and by checking theInclude sub folder checkmark (9).The search parameters to find users can either be partial (incomplete names but mustalways start with the beginning of the user name) or complete mailbox address name ofthe user.There is a delay in the update of textboxes 6 and 7 depending on the number of items inthe selected folder. This occurs because the application is counting the total items and thesynchronized items (21) when you click on a folder.03 March 2016Page 16/26

Connect Bridge – Exchange Server Sync – User manualConnecting Software6.3.4 one way synchronizationThere is also the possibility to do just one way synchronization – synchronize items fromone folder to another and not vice versa. To achieve this you have to check the ReadOnlycheckbox before setting the pair for synchronization. The read only attribute is then set onthe folder that belongs to the user on which the ReadOnly checkbox is checked. Usingthis, the application won’t do any changes to that folder and items will be synchronizedonly towards the folder without read only attribute set.6.3.5 Other settingsIf you are going to deal with a lot of items (more than 1000) it is necessary to change theEWS count limit on Exchange server: EWSFastSearchTimeoutInSeconds andEWSFindCountLimit properties. Please refer to Microsoft documentation on how to changethese parameters.7 Running the synchronizationAfter you set up the accounts permissions, the connection strings for root users and youdefine the synchronization pairs you can press the Start button (15) to start thesynchronization.CB Exchange Server Synchronization Service must be running.The first synchronization may take a longer time, depending on the amount of items thatare present in the user’s folders.7.1 Synchronization activityIf you want to change the synchronization period (14) you can do it before starting thesynchronization process or even during the synchronization process.During the synchronization process you can view the actions that the CB Exchange ServerSynchronization Service performs:03 March 2016Page 17/26

Connect Bridge – Exchange Server Sync – User manualConnecting SoftwareIn process log window 3 you can see all the actions performed: Deletion, Inserted Items,Deleted Items and errors. The items with errors are items that were not synchronized.These items have to be synchronized manually.Check boxes in section 2 and 3 are used to filter the information showed in the grid no. 3.To clear the actions table press the button 4.Button 5: previous window.7.2 Synchronization featuresDepending on which folders you choose to synchronize the following items can besynchronized:7.2.1 Emails foldersThe application is synchronizing the Inbox folder, Deleted Items folder and Sent Itemsfolder and their subfolders (if the option is selected).The following synchronizations are done:ItemFeaturesEmailfolderUpdate-Rename onlyyesMove to other folderyesDeleteyes03 March 2016SupportedPage 18/26

Connect Bridge – Exchange Server Sync – User manualItemEmailitemFeaturesConnecting SoftwareSupportedCreateyesAdd new subfolderyesWith html body (pictures, tables, formatted text,WordArt, links etc.)yesWith attachmentsyesWith changed Reply To attributeyesWith categoryyesWith follow upyesWith importanceyesWith sensitivityyesWith voting buttonsyesWith hidden copyyesWith CcyesMove to other folderyesDelete emailyesDraft emailsyesNew emailsyesEdit emailsyesAssign email as taskyesForwarded email attributeyesMissed call emailnoAutomatic reply emailsnoVoice emails and other Microsoft Exchange UnifiedMessaging itemspartialNote that synchronized emails that are protected with Information Rights Managementmay not open on the second user to which this email was synchronized. For moreinformation please see Microsoft documentation: Information Rights Management inExchange Server.7.2.2 Contacts folderThe application is synchronizing the Contacts folderThe following synchronizations are done:03 March 2016Page 19/26

Connect Bridge – Exchange Server Sync – User manualConnecting SoftwareItemFeaturesSupportedContactitemWith html Notes (pictures, tables, formatted text,WordArt, links etc.)yesWith attachmentsyesWith all fieldsyesWith contact pictureyesWith follow upyesWith a new field defined by useryesWith sensitivityyesWith categoriesyesWith private attributeyesEdit contactyesDelete contactyesCreate contactyes7.2.3 Tasks folderThe application is synchronizing the Tasks folderThe following synchronizations are done:ItemFeaturesTask itemWith html body (pictures, tables, formatted text,WordArt, links etc.)yesWith attachmentsyesWith assign task attributesyesWith categoryyesWith follow upyesWith priorityyesWith sensitivityyesWith daily recurrence – every x daysyesWith daily recurrence – every weekdayyesWith daily recurrence – regenerate new taskyesWith daily recurrence – No end date, End after, Endbyyes03 March 2016SupportedPage 20/26

Connect Bridge – Exchange Server Sync – User manualItemFeaturesConnecting SoftwareSupportedWith weekly recurrence – every x weeksyesWith weekly recurrence – selected daysyesWith weekly recurrence – regenerate new taskyesWith weekly recurrence – No end date, End after,End byyesWith monthly recurrence – On day x of every ymonthyesWith monthly recurrence – on specified day of monthyesWith monthly recurrence – regenerate new taskyesWith monthly recurrence – No end date, End after,End byyesWith yearly recurrence – on a date in a specifiedmonthyesWith yearly recurrence – on a day in a specifiedmonthyesWith yearly recurrence – regenerate new taskyesWith yearly recurrence – No end date, End after, EndbyyesWith all the detailsyesPercentage of completionyesStatus of the taskyesWith reminderyesWith importanceyesMark completeyesEdit taskyesDelete taskyesCreate taskyesEdit one occurrence from a recurrence taskyesDelete one occurrence from a recurrence taskyesMicrosoft Exchange Unified Messaging items03 March 2016partialPage 21/26

Connect Bridge – Exchange Server Sync – User manualConnecting Software7.2.4 Calendar folderThe application is synchronizing the Calendar folderThe following synchronizations are done:ItemFeaturesAppointmentitemWith html body (pictures, tables, formatted text,WordArt, links etc.)yesWith attachmentsyesWith Show As: Free, Busy, Tentative, Out ofOffice etc.yesWith categoryyesWith all the detailsyesWith priorityyesWith sensitivityyesWith daily recurrence – every x daysyesWith daily recurrence – every weekdayyesWith daily recurrence – No end date, End after,End byyesWith weekly recurrence – every x weeksyesWith weekly recurrence – selected daysyesWith weekly recurrence – No end date, End after,End byyesWith monthly recurrence – On day x of every ymonthyesWith monthly recurrence – on specified day ofmonthyesWith monthly recurrence – No end date, Endafter, End byyesWith yearly recurrence – on a date in a specifiedmonthyesWith yearly recurrence – on a day in a specifiedmonthyesWith yearly recurrence – on a date in a specifiedmonthyes03 March 2016SupportedPage 22/26

Connect Bridge – Exchange Server Sync – User manualItemConnecting SoftwareFeaturesSupportedWith yearly recurrence – No end date, End after,End byyesWith reminderyesWith importanceyesTime ZonesyesMark completeyesEdit appointmentyesDelete appointmentyesCreate appointmentyesEdit one occurrenceappointmentDelete one enceyes7.3 Additional information7.3.1 Synchronization conflictsThe synchronization is running in cycles (iteration) and in one cycle multiple actions areprocessed.There is the possibility that during one cycle two operations are done on one item. Forexample:-One user deletes the email and at the same time other user changes the categoryof the email.The actions priority are: Insertion, Update, and Deletion of items.In this example case, the email will be deleted but will appear again with the new categoryas the update operation has a higher priority.7.3.2 Running multiple instancesBe aware of running multiple instances of the synchronization tool. There is the risk that ifyou set the same folder pairing on multiple instances then duplicates of items can becreated!7.3.3 Synchronized folder spaceWhile synchronizing folders please make sure that the synchronized folder has enough freespace to synchronize the items otherwise some items may not be synchronized.7.3.4 Exchange server connection fail

CB Exchange Server Sync graphical user interface is a simple application that allows you to configure the CB Exchange Server Synchronization Service and displays you the activity of synchronization in real-time. In this application you have to configure the connection strings to Exchange Servers and the users and folders pairing. What is pairing?