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sivanm
SysAid Product Manager


Joined: 14/03/2010
Messages: 309
Offline

Settings

Integration

Calendar Sync

 

This page allows you to integrate SysAid with your Exchange server for the purpose of synchronizing your SysAid calendar with your Outlook calendars. The synchronization process will export data from SysAid to your Exchange server.

 

To enable synchronization with Exchange, please fill out each field using the descriptions below for assistance. After you have entered the necessary information, please have each individual administrator enable synchronization from Tools > Calendar > My Calendar Settings to complete the synchronization process.

 

 

Protocol
Choose whether to use MAPI or OWA as the protocol for integration with your Exchange Server.
Exchange Server Name
This is the name or IP address of the computer that hosts your Exchange.
Network domain name (NetBIOS)
This is your network domain name.
Username
The Exchange user whose account will be used for the synchronization. This user must have permission in Exchange to create events on employees' Outlook calendars. See below for full instructions on configuring this user.
Password
Password for the username you've used.
Sync user email address
The email address of the username you've used. IMPORTANT: If your company uses multiple email domain formats (e.g. @sysaid.com, @internal.sysaid.com, @dev.sysaid.com), please use an email address that uses the most common format (i.e. @sysaid.com). Any user on your exchange who has an email address with a different email domain than that of the email address you use here will not be able to synchronize their SysAid calendar with Outlook.
Enable Synchronization
This will allow synchronization with Exchange for all administrators who choose to do so. To complete the synchronization with Exchange Server and import SysAid calendar data into Outlook, administrators must enable synchronization on an individual basis from Calendar > Calendar Settings.
Test Exchange Settings
Click here and SysAid will attempt to connect to your Exchange Server using the credentials you've supplied. You will be notified if the connection is successfully established.

 

Configuring an Exchange user for synchronization with SysAid

 

Below are instructions for configuring a user for synchronization with SysAid for:

 

 

Configuring a user on Exchange 2003 for synchronization with SysAid

 

It's recommended to create a new user for SysAid integration with Exchange.

 

Create your Exchange synchronization user:

  1. Create a new Active Directory/LDAP user for Exchange Synchronization
  2. Go to Exchange System Manager > Servers > MailServer > First Storage Group
  3. Right click on Mailbox Store > Properties
  4. Select the Security tab
  5. Add your new user to the list with Full control permission, as displayed below:
  6.  

 

 

Configuring a user on Exchange 2007 for synchronization with SysAid

 

It's recommended to create a new user for SysAid integration with Exchange.

 

Create your Exchange synchronization user:

  1. Create a new account
  2. Right click on Organization Configuration
  3. Add Exchange Administrator
  4.  

     

  5. Click on Browse and select your new account
  6.  

     

  7. Click the Add button
  8.  

     

  9. Click Finish to complete the process
  10.  

 

 

Configuring a user on Exchange 2010 for synchronization with SysAid

 

  1. Create a new User Mailbox (ie: SysAidSync)



  2. Go in Active Directory and make this new user member of the Organization Management group. (This group is inside the Microsoft Exchange Security Groups OU.)



  3. Give Full Mailbox Access Permission to each admin that wants to sync their calendar.



  4. From the Exchange Management Console, go in Recipient Configuration -> Mailbox, right click on your admin mailbox and click on Manage Full Access Permission... and add your SysAidSync to the list.

This message was edited 2 times. Last update was at 12/09/2012 10:46:02

Perel
Elite SysAider


SysAider from release 7.5 South Africa
Joined: 17/02/2009
Messages: 162
Offline

Please can you provide instructions on creating an Exchange Admin on mailboxes for Exchange 2007.
eric_mezolink
SysAider

SysAider from release 6.5 United States Pathfinder
Joined: 03/05/2010
Messages: 2
Offline

I am unable to get exchange sync to work, and like the above post, I believe it is an account permissions problem. We are actually running Exchange 2010 now, and I cannot find any role that allows the desired user account to succeed from within a sysaid sync test. Is there any direction available for 2007/2010 roles?
[WWW]
rchristensen
SysAider

SysAider from release 4.5 United States
Joined: 16/06/2008
Messages: 8
Offline

I've followed the instructions as posted, but I too am having the same issues as Eric_Mezolink. Has anyone found a solution to this problem?

Thanks!
troax
SysAider


SysAider from release 6 Sweden
Joined: 02/06/2009
Messages: 9
Location: Hillerstorp, Sweden
Offline

Are there any plans to automatically add Outlook items to the SysAid calendar? I had to read this thread several times before it became obvious that SysAid items synch to Outlook but Outlook does not synch to SysAid. An option to synch one way or both would be great.
[WWW]
DrCoke
SysAider

SysAider from release 5.6 Germany Pathfinder
Joined: 24/02/2009
Messages: 2
Offline

I've followed the instructions, too. Result: ...same Problem.
adietz
Elite SysAider


SysAider from release 5.6 United States Pathfinder
Joined: 30/12/2008
Messages: 104
Offline

Eric,

Also running Exchange 2010, I recieved and email from support this morning. At this time they don't support Exchange 2010 but they have forwarded it to R&D to fix at a later date, so for now we are out of luck.

Alex
rchristensen
SysAider

SysAider from release 4.5 United States
Joined: 16/06/2008
Messages: 8
Offline

Well sorry they are not supporting Exchange 2010. But currently I'm on 2007 and have the issue. (see my earlier post). Anyone know how soon before 2010 support? Curious as we are scheduled to upgrade to 2010 this fall, and if it won't be ready by 2010 by then, maybe I won't even worry about it on 2007.

This is just sad as this was one of the new features I was looking most foward to.
RafVilla
SysAider

SysAider from release 6 United States Pathfinder
Joined: 25/11/2009
Messages: 5
Offline

Following the instructions I was not able to get it to work as well. Now I believe there is a step missing that finally made it work. You will have to go to all your admin mailboxes and then click on the right hand side where it says "Manage Full Access Permission..." click on Add and find your newly created SysAid exchange admin account. Click on Ok and then Finish. Go back and then try to setup an appointment. It should show up on your calendar now.
rchristensen
SysAider

SysAider from release 4.5 United States
Joined: 16/06/2008
Messages: 8
Offline

RafVilla ...

Is this for 2007 and/or 2010? And can you be a bit more specific in your instructions as I cannot find the action item "Manage Full Access Permission..."?

Thank you for your help!
mszc
SysAider

SysAider from release 5.5 Germany
Joined: 19/08/2009
Messages: 18
Offline

Hi,

I followed sivanms HowTo and RafVillas Hint on Exchange 2007. "Test Exchange Settings" is working, but my admins cannot save the "Calendar Setting". In Chrome and Firefox just nothing happens, in IE I see this error:

Message: Expected ')'
Line: 19
Char: 44
Code: 0
URI: http://help/CalendarSettings.jsp

Message: 'currentModule' is undefined
Line: 220
Char: 12
Code: 0
URI: http://help/CalendarSettings.jsp

Message: 'currentModule' is undefined
Line: 263
Char: 1
Code: 0
URI: http://help/CalendarSettings.jsp

itayH
SysAid Customer Relations


Joined: 23/09/2009
Messages: 1092
Offline

Hi mszc,

We have found what caused your issue.
In order to fix this issue please download the translation file from Customize > Translate. Open the file so you can edit it, search for the this value:

calendarSettings.showCalendarItemsXDaysAgo.invalid= Feld "Kalendereinträge anzeigen" ist ungültig.

and replace it with this one:

calendarSettings.showCalendarItemsXDaysAgo.invalid= Feld Kalendereinträge anzeigen ist ungültig.

Save the file and uploade it in Customize > Translate.

Please let me know if you manage to resolve the issue.
Looking forward to your response.

Best Regards,
Itay
mszc
SysAider

SysAider from release 5.5 Germany
Joined: 19/08/2009
Messages: 18
Offline

Thumbs up! Works for me. Thanks! Now I'm waiting for the sync with outlook.
mszc
SysAider

SysAider from release 5.5 Germany
Joined: 19/08/2009
Messages: 18
Offline

No synchronizing happens in Outlook. What could be the problem? There is no more error message. Sync is enabled in Administrators Calendar Settings. The syncuser in Exchange has enough rights for the Mailboxes.
itayH
SysAid Customer Relations


Joined: 23/09/2009
Messages: 1092
Offline

Hi mszc,

Sorry for the late response.

Please send us email to helpdesk@sysaid.com or open a SR in http://helpdesk.ilient.com regarding this issue with short description and the support team will contact you.
If you are not using v7.0.04 please upgrade.
What is your Exchange and outlook version?

Looking forward to hearing from you.

Best Regards,
Itay
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