Exchange Synchronization

This module synchronizes PC CADDIE timetable areas with your Outlook calendar. Any appointments that are created or changed in one environment are automatically transferred to the other one. So you can always have access to the most important dates!

The PC CADDIE Exchange interface requires establishing two services.

Install the Synchronization-Service via the „lnk“ macro:

The special parameter SYNC_EXCH from the tab LOCAL can be set using the buttons FUNCTION and XtraGet.

Currently, this service needs to be installed manually by a technician. In the future it will also be possible to install this service via the „lnk“ macro.

The Exchange account is always created for a PC CADDIE user. For this, each user's settings must be set and adjusted in the password management (SYNC tab):

The possible settings are as follows:

However, the settings made in the password management govern only the permissions - for example if a synchronization of the contacts is allowed. But they do not control the actual exchange, which is set separately in the Exchange interface.

The Exchange interface is accessible via the menu item:

The following window opens when the interface is invoked for the first time; you can make here the basic settings:

The required fields are:

PCC-User Name: the user currently logged-in appears here

Server URL: the EWS address must be entered here (EWS = Exchange Web Service)

Mailbox:

Password:

APPOINTMENTS:

You can remove items from the exchange using this tab, or add new entries after pressing the „+ADD“ button.

There are different option for setting additional exceptions. In addition, you can use the * (asterisk) as a placeholder.

Example 1: Test ⇒ Enter the word Test, and all the entries containing this word are no longer synchronized.

Example 2: *Test ⇒ Enter the combination *Test, and all the entries ending with the word „Test“ are no longer synchronized.

Example 3: Test* ⇒ Enter the combination Test*, and all the entries beginning with the word „Test“ are no longer synchronized.

Example 4: Test*Test ⇒ If you enter this combination, all the entries beginning or ending with the word „Test“ are no longer synchronized.

However, only one placeholder can be used for each filter - a combination is not possible.

STATISTICS:

You can see the number of synchronized entries for a certain period using the statistics.

The following window opens if you access the interface after the initial settings:

(1) CONTACTS tab:

In the CONTACTS tab you can use the „+ADD“ button to synchronize with PC CADDIE contacts that were were created on the Exchange server. Any other contacts created on the Exchange server will not be synchronized.

(2) APPOINTMENTS tab:

In the APPOINTMENTS tab you can use the „+ADD“ button from the PC CADDIE calendars, select the desired calendar and make the necessary settings:

These settings can be made for the user:

The calendar may appear in PC CADDIE Timetable as follows:

This calendar can then look differently for different devices:

After logging in to the Exchange Server via the browser, you will see the following representation of your own calendar, with the appointments registered in PC CADDIE:

You can make the appropriate settings for seeing your calendar on iPhones and iPads as well

and also synchronize your appointments with PC CADDIE:

Here are some screenshots of properly running services:

You should see the the lines
… Synch started
… Synch ended
at the bottom of the window, if the Synchronization service is running properly:

You should see the line marked in the following screenshot if the Exchange service is running properly:

A maximum of ten attempts are automatically made if there are problems with the exchange, then the operation is terminated. However, the user has the possibility restart the process after resetting the system.

Screenshot (Active items for Exchange Sync)

By default, the exchanged is canceled after 10 attempts. The number of attempts can also be set individually via special parameters.