The synchronization process looks for the most recent record and updates each side accordingly. If a folder is not mapped to an exchange folder, then it will not synchronize any information. The service then sends Workamajig a list of folders and you can then set up the mapping from that point. In this case, the synchronization service on the Windows-based machine would be installed behind your firewall (it does not have to be on the exchange server). If you use our hosted service, your exchange server is likely not available on the web. The reason that Workamajig does not directly go for the folders in Exchange is that we may not have direct access to the Exchange server. These folders must be brought into Workamajig the first time in order to allow you to then map the exchange folders to the Workamajig folders. When the sync program runs for the first time, it retrieves a list of folders that are available to it based on the login information provided in Workamajig. In order to synchronize information from Exchange to Workamajig, you must map folders on each side to each other. It talks to both sides and handles updating the information. The synchronization between Exchange and Workamajig is accomplished by a small program installed onto a single Windows-based OS machine that acts as a conduit for the information. Workamajig Exchange Service Server Requirements If you encounter any difficulties, please email Information for Network Administrators If you are using 2-Step Authentication: Make sure each person is able to create an App Password for use when creating their individual calendar sync connection.Exchange is a Microsoft product, as such the sync tool we created requires it to be installed on a machine running Windows OS.DO NOT install the sync tool on each workstation in your organization.However, you may consider that if Outlook is your main calendar, the sync may be set up in a unidirectional manner so Outlook meetings are synced into Workamajig only to ensure meetings are included in the user's daily workload considerations.įor this synchronization to take place, you will need to install the Workamajig Exchange Windows Service onto a single Windows-based server or workstation. This single installation will be used by the entire organization and is typically installed on the same server running Exchange. The sync direction can be in both directions. For example, when entering an appointment into your Microsoft Outlook, this appointment will automatically be entered in your Workamajig Calendar. The sync is designed to connect the individual user's personal calendar in Outlook/Exchange with their personal calendar in Workamajig. Workamajig has the ability to synchronize your Workamajig Calendar information with Microsoft Exchange Server to reflect the same information. Individual Users should use the User Calendar Setup Guide NOTE: The guide below is for your IT Team to set up and test the connection between Workamajig and Outlook/Exchange. If you do not see Sync Settings, please contact your Account Manager at further assistance. The preferred connection is using a subscription to your Outlook calendar. NOTE: Workamajig is deprecating the Exchange Server Sync.
0 Comments
Leave a Reply. |