Preferences

Integration

Calendar Sync Settings

 

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 Calendar --> 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 e-mail address
The e-mail address of the username you've used. IMPORTANT: If your company uses multiple e-mail domain formats (e.g. @sysaid.com, @internal.sysaid.com, @dev.sysaid.com), please use an e-mail address that uses the most common format (i.e. @sysaid.com). Any user on your exchange who has an e-mail address with a different e-mail domain than that of the e-mail 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:

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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

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  4. Click on Browse and select your new account

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  5. Click the Add button

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  6. Click Finish to complete the process

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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.