Exchange Synchronization Process

Form ID: (SM204030)

You use this form to perform and schedule synchronization with Microsoft Exchange.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Process	Initiates synchronization for accounts of the employees you have selected in the table.
Process All	Initiates synchronization for all the employees listed in the table.

Selection Area

You use this area to filter the employee accounts for which you want to perform synchronization.


Element	Description
Exchange Server	The Exchange server with which the employee accounts are synchronized.
Policy Name	The name of the synchronization policy assigned to the employee accounts.

Table

In this table, you can select the employee accounts for which the synchronization will be performed when you run the synchronization process.

Table 1. Table Toolbar
The table toolbar includes standard buttons and buttons that are specific to this table. For the list of standard buttons, see Table Toolbar. The table-specific buttons are listed below.
Button	Description
Synchronization Status	Opens the Synchronization Status dialog box, which you use to view the synchronization log for the selected employee account.

Table 2. Table Columns
Column	Description
Selected	The check box you select to synchronize the employee account in MYOB Acumatica with his or her Exchange mailbox.
Server ID	The Exchange server account used to perform synchronization.
Email Address	The employee's email address.
Email Account ID	The name of the employee for whom synchronization is configured.
Employee ID	The ID of the employee for whom synchronization is configured.
Policy Name	The synchronization policy to be applied during synchronization.

Synchronization Status Dialog Box

In this dialog box, you can see when the last synchronization for the selected employee account has been performed. Additionally, you can view a log of events for both the server and the account.

Table 3. Summary Area
Element	Description
Server ID	The Exchange server account used to perform synchronization.
Contacts Export Date	The date when the contacts were last exported from MYOB Acumatica.
Tasks Export Date	The date when the tasks were last exported from MYOB Acumatica.
Events Export Date	The date when the events were last exported from MYOB Acumatica.
Emails Export Date	The date when the emails were last exported from MYOB Acumatica.
Email Address	The email account that has been synchronized.
Contacts Import Date	The date when the contacts were last imported into MYOB Acumatica.
Tasks Imported Date	The date when the tasks were last imported into MYOB Acumatica.
Events Imported Date	The date when the events were last imported into MYOB Acumatica.
Emails Imported Date	The date when the emails were last imported into MYOB Acumatica.
The dialog box has the following buttons:
Reset	Multiple buttons, one for each type of synchronizable items (contacts, tasks, events, and emails). If you modify an item's exported or imported date and then click the button, next time synchronization is run, the system will export or import the changes that have been made to all items of the type since the specified date.
Clear Log	Clears the log for the selected account.
Reset Warning	Clears the warning (if any) that is displayed for the selected account in the table on this form.
Close	Closes the dialog box.

Table 4. Table
The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.
Column	Description
Level	The level of the system message, which can be one of the following: Critical: A critical failure Error: An error Warning: An non-critical event with a warning Informational: A basic event Verbose: A trivial event or change You can select the level of the reported events for the Exchange server account on the Exchange Server Configuration (SM204015) form.
Operation Date	The date of the operation.
Message	The system message.