Groupware Connector and synchronization

Groupware / Activities  (synchronization status)

Gives an overview of the current synchronization statuses of all activities, synchronization conflicts and errors when using the Exchange Connector. Conflicts with problems when using the Exchange Connector can best be solved by opening the appointment and executing the "export / solve conflict" function.

Conflict solution

Groupware / Contact syn­chronization (overview)

Overview list of synchronized contacts including a function for con­flict solution

Conflict solution

Groupware /
Deleted objects

List of all objects that were deleted and have been recorded (since the last adjustment) in the CRM in the past. This list applies to the Groupware as well as to XML replication. Via this list, the system checks during synchronization with a third-party sys­tem which objects can be deleted from it.

For information, deleting for repli­cation possible, cre­ating new ones is not allowed

Groupware /
Folder-IDs

List of the folders to be synchronized in MS Outlook, in relation to the client and the user. Overview of the folders per client (computer) and users that are taken into consider­ation when synchronizing with MS Outlook. The folders can be managed by the user in the My data form.

Creating and changing allowed

Groupware / Synchroni­zation interfaces

Information about the synchronization interfaces.

Information

Groupware / Job handler classes

Customizable import/export handler; per job type, a Java class implementing the handler inter­face can be entered. See also the Java-Interface de.pisa.psa.syn.gwc.IJobHdl.

Creating and changing allowed

Groupware / Global email configuration

Lets you set the global configuration for a sys­tem user (who is not logged in, i.e. global), and the default values for all users. See Administrator toolbox.

Groupware / Global groupware configura­tion

Manage several Groupware configurations; See Global configuration by the administrator in the CRM  

PSA_OFC_APP

Use MS Office or (OpenOffice)

MS (OO)

PSA_OUT_EXP_CPL

Specifies for the export of objects to the Groupware (e.g., contacts) whether only top objects or all con­nected objects of the first level (e.g., activities, tasks of the contact) are also exported or not.

y

PSA_CPY_ACT_OPR_STD

Specifies whether standard activities are automatically created for the records (contacts, cases...) during the creation of records (CSV first assembly, web service, etc.).

y

PSA_OUT_WRI_TXT

Specifies whether information about the export status is displayed in the CRM message bar during the export of objects (contacts, activities, etc.) to the Groupware. y is recommended!

y

PSA_SYN_USE_ITM_CHE

Checks during the synchronization of activities with con­tacts, or contacts with activities, whether the contact or the activity does not exist or is not up to date in the Groupware. If this is the case, the object is synchronized.

n (recommended)
y = check without changing existing activi­ties

PSA_IMP_EMA_CHC_PRO

Select a case when importing an email. Switch on/off the checks for open projects/cases assigned to ext. persons/companies when checking in email messages. Values: y, n, ALWAYS

y