lbertrand
2007-05-30T20:48:00Z
We have been experimenting with the demo product and would like to implement the regular version asap. It says we are using Product edition: 4-2000 Outlook version 11.0.0.6568

We have multiple users (using Microsoft Exchange and Outlook 2003) synchronizing with one MS Access (2000) table for now.

We have been browsing your documentation but maybe you can point us in the direction of a specific implementation document or recommend the best way to implement.

A few misc. questions -

Do we need to establish a database link to each and every Outlook user or can we somehow accomplish this with one link?

What if we add a database field and want to synchronize with an Outlook field we are not currently linking to - do we need to go back to each user account and modify the database link?

When we go to the setup menu, there are many things that are greyed out right now. i.e. The Synchronize Schedule tab and most of the Options available in the Database tab. Will these become available when we purchase license?

Once we are able to choose options on the Synchronize Schedule tab, will this just happen automatically according to our choices?

Filter Options - Since each user should only see their own records in the MS Access table, I believe we need to use a filter. We have used a dynamic parameter like dbField = 'outlookUserName' and this seems to work but the screen says that you should create a view if possible instead of the dynamic parameter. Can or should we do this? If so, how? Would we link to a query (one for each user) instead of the table?

Thank you very much for your help.
Administrator
2007-05-31T10:58:00Z
"Do we need to establish a database link to each and every Outlook user or can we somehow accomplish this with one link?"
No, you can use one table for all users and use for example Folder Name or Folder Owner (Read only fields ->GeniusConnect config->Advanced Admin Options) to create user specific data, you can also create a filter to load only user specific records (Button Filter Rows). You can use dynamic paramaters (example:{EXCHANGE_FOLDER_OWNER}), the params will be replaced during sync with real values, this way you can use same profile (button Copy Profile) for all users.

Please see Exchange examples:
How to synchronize multiple MS Exchange user accounts from one dedicated PC/Server with MS Outlook and GeniusConnect.

http://www.geniusconnect...es/GeniusConnect/2/3/66/ 

"What if we add a database field and want to synchronize with an Outlook field we are not currently linking to - do we need to go back to each user account and modify the database link?"
No, se prev. anwser, you can change one profile and copy it to other folders (Copy Profile).

"When we go to the setup menu, there are many things that are greyed out right now. i.e. The Synchronize Schedule tab and most of the Options available in the Database tab. Will these become available when we purchase license?"
These options are disabled in demo/free version, Please see license table for availible options per license type:
http://www.geniusconnect...es/GeniusConnect/2/3/54/ 

"Once we are able to choose options on the Synchronize Schedule tab, will this just happen automatically according to our choices?"
Synchronize Schedule tab is enabled from Business license and higher. When enabled you can config sync direction, folder sync order and scheduler.

"Filter Options - Since each user should only see their own records in the MS Access table, I believe we need to use a filter. We have used a dynamic parameter like dbField = 'outlookUserName' and this seems to work but the screen says that you should create a view if possible instead of the dynamic parameter. Can or should we do this? If so, how? Would we link to a query (one for each user) instead of the table? "When using dyn. parameters it is better to use table. You can ignore this remark. (When using static filters like (Country='US') Views are faster)
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