Setting up the Outlook Link
The first step is to setup the associate profile to define the synchronization paramenters. This is done by changing the Associates entry:
When you set the Interval field to a value, eCandidus™ Desktop will automatically synchronize items every time the number of minutes elapses. This mode allows for the continuous update of oth systems without any associate intervention.
If the Interval field is left blank, each associate can control when the synchronization takes place. This mode allows for full control, where the associate may opt for updating his/her phone right before he/she leaves the office, carrying the most up-t-date changes.
When this mode is enabled, the associate starts the synchronization process by selecting Tools/Synchronize/MS Outlook from the menu:
The Sychronize:MS Outllok screen is displayed:
You can change any of the default options, however only the Things to Do, Appointments, and Phone Messages flags will be saved for future use.
What happens during Synchronization?
In either mode, the eCandidus™ Desktop follows the same rules to move items between Outlook and eCandidus.
During the synchronization process the icon for the eCandidus™ Desktop changes from the eCandidus logo to the Microsoft XP logo.
MS Outlook and Security
Microsoft Outlook prevents unauthorized access to its data by prompting you for confirmation that access should be allowed whenever a tries to synchronize:
This can be prevented by using a free program Advanced Security for Outlook, which will display the following:
Make sure that you select the Allow Access action, and also click on the Always perform this action for this file. From then on, synchronization will take place without interruption.