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Making Relationships

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1. Select File from the top drop down, Options and Add-ins and Add-in Options.

 

 

2. Select Relationship from the main menu.  The types of relationships supported are Calendar, Contacts and Tasks.  In the following example, we will select to Add a Calendar relationship from public-to-private.  Select Add then Calendar.  Add2Outlook will work with most combinations of personal calendars and does not have to be the user’s default calendar.

 

For your application, you can pick the type of relationship you are trying to create:

Public-to-Private – From a Public folder to a Private folder.
Private-to-Public – From a Private folder to a Public folder.
Private-to-Private – From one user's delegated server-side mailbox to another user’s server-side mailbox.

Let’s assume for this example you are going to make a public-to-private relationship.

The select folder is the source folder (ex: calendar folder for a calendar relationship) to be utilized in the relationship.

 

 

3. Click on Select to pick the folders for the source folder.

 

 

4. Once selected, click Select Folder.

 

 

If you do not have the appropriate permissions to access the folder, you will get the above message.

This means that the account you are logging in and setting up relationships to and from does not have “Owner” and Folder Contact permissions to the folder.

You can give those permissions from within Outlook or from within Exchange.  See Folder Permissions section in the prior section of the Guide.  Once you are done with the permissions, or you have already given the appropriate permissions, you will be able to pick both the source and destination folders to see the following screen:

 

 

NEW relationship.  Usually there is only one mailbox (the user’s) to choose from.  If the user has been given delegation to another user’s mailbox and the mailbox has been opened in this profile, either mailbox can be the source or the destination.

Note: If the folders are green, the user has the proper permissions to connect to the folders.  If the folders are red, the user does not have the appropriate permissions to connect to the folder.  If the folder you are trying to replicate to or from is not green, you (or your Exchange Administrator) will have to give yourself the appropriate permissions as outlined in the prior Prerequisites section.

DESTINATION

The select folder is the destination folder (i.e. calendar folder for a calendar relationship) to be utilized in the relationship.

1. Click Select to pick the folders for the source folder.

 

 

2. Once selected, click Select Folder.

 

 

You have specified both the source and the destination folders for synchronization.  This means that anything made in the source will be synced to the destination.

 

3. Click Add.

 

 

Next we will proceed to relationship rules that specify the rules of synchronization during the replication interval.

When you make a relationship, the program populates the option with many common settings.  The default options are bidirectional on edits and unidirectional on deletes.  What this means is that the zadd2outlooksync calendar will be populated with the public calendar and we have added that the calendar items from the public be pre-populated with the text Pub.  The system automatically puts a ”:” after whatever you place there, (no quotes) so the Subject in our example would say Pub: Normal Subject line.

This placement of text assists in telling the user where the item came from.  If it was a private relationship, you could use the person's initials or first name or first initial last name.  We suggest keeping the auto place text as short as possible to be easily viewed in a mobile device.

Add2Outlook tests for duplicate relationships!  With this version, you cannot create the same relationship twice, as this will cause duplicates in the destination since there would be two different relationships on the same folders.  Since Add2Outlook calendar relationships have their own unique identifier; Add2Outlook considers successive iterations of the same relationship to be separate relationships.  The “duplicate” appointments are not actually duplicates; the program is operating as instructed.  We suggest in a live environment, if a relationship needs to be changed or modified, edit the existing relationship or delete and recreate it.

To change the options on an existing relationship, double-click the relationship in the console (or right-click the Relationship and click Edit).

Note: From the Relationship Edit screen dialog, you cannot change the original Mailbox and Folders for both the source and destination; however, you can change the Rules of the Relationship.  The option that is not available on editing is having the ability to recopy any Existing Items from the source.  To do this you need to delete the relationship and recreate it.

To change the mailbox folders on a relationship that will not be recreated, Delete the relationship, and start again.

You can edit all items of the relationship before the save.  To edit the relationship after the save, change the existing relationship options via the Relationship Edit menu.

Continue to the next section for a more thorough explanation of each replication rule.