Exact Synergy and Microsoft Exchange 2010

Posted on 30. Jul, 2010 by in Exact Synergy

Exact Synergy Enterprise is already integrated with Microsoft Exchange server for years. Purpose of this integration is to synchronize the Outlook calendar with the calendar in Synergy and to automatically create and maintain Exchange mail accounts and user accounts in active directory based on the persons in Synergy.

As of Synergy product update 244 we will support Exchange 2010. The integration with Exchange 2010 is different from other Exchange platforms:

  • Integration of Outlook calendar with Synergy calendar is improved and will be near real time
  • Creation of mail- and user account is supported (This feature was not supported in 2010)

Technically, the change is even bigger. The Exchange 2010 integration is based on Exchange Web Se rvices, where previous Exchange integration was based on a background job. This has a couple of advantages:

  • Synchronization is near real time
  • Installation becomes easier, because of MSI installation process

Integration of Outlook calendar with Synergy calendar is improved

The synchronization of the calendars is two-way: Appointments created in Synergy will create/update appointments in Outlook and vice versa. The time between creation of an appointment and synchronization is close to near time. This has the big advantage that both the Synergy and Outlook calendar are up to date when an appointment is adjusted, created or deleted. This direct synchronization means that the calendar settings for defining the synchronization range (number of days back and forward) is no longer valid for Exchange 2010 integration. (System/Setup/Calendar settings)

With Exchange 2010 integration we offer the following functionalities:

Synergy –> Outlook

  • When an appointment is deleted in Synergy, it will remove the corresponding appointment in Outlook [NEW]
  • When an appointment request is created in Synergy, it will create an appointment in Outlook.
  • When an appointment request is updated in Synergy, it will update the corresponding appointment in Outlook.

Outlook –> Synergy

  • When a series appointment or an occurrence of a series appointment is deleted in Outlook, it will delete the corresponding appointment request(s) in Synergy. [NEW]
  • When an appointment is created in Outlook, it will create an appointment request in Synergy
  • When an appointment is updated in Outlook, it will update the corresponding appointment request in Synergy.
  • When an appointment is deleted in Outlook, it will delete the corresponding appointment request in Synergy.

Windows services

The integration between Synergy and Exchange is based on Windows Services. The background job used in previous Exchange application is no longer applicable for Exchange 2010 integration. The 2 Windows services can easily be installed via an MSI installation process read.

Creation of mail- and user account is supported

Important to know for customers who are migration to Exchange 2010: The creation of mail account and user account is supported in Exchange 2010 integration (In earlier edition this was not yet supported)

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50 Responses to “Exact Synergy and Microsoft Exchange 2010”

  1. Gert

    30. Jul, 2010

    Nice improvements!

    Does it also work well when changing the resource of a request (remove it from old resource in outlook and add it to the new one)?

    Reply to this comment
  2. Martin Ortgiess

    30. Jul, 2010

    Gert,

    I need to double confirm, but I don’t think this has been adjusted. I have it in my product backlog for Exchange Server 2010.

    Reply to this comment
  3. Barry van der Meij

    02. Aug, 2010

    Great improvements and looks like it will be a lot more reliable then it is now.

    Only thing which really makes me wonder is:

    Creation of mail- and user account is no longer supported
    WHY???

    Does this mean new users have to be keyed in manually in AD and mailboxes will have to be created manually?

    This would be a giant step back since with the current functionality (hrsysmaint) our HR department actually takes care of alle these things and IT is not needed for new employees.

    I hope to get this wrong since we are not really interested in more manual work.

    Reply to this comment
  4. Martin Ortgiess

    02. Aug, 2010

    Barry, in this project our main focus was synchronization of appointment and make that great. Doing this, we did not have the time to investigate creation of Active Directory account and mail boxes. Same for synchronization of public holidays.
    For next product update (245) we plan to work on this. Since the functionality is outside Synergy, we probably can deliver before 245 becomes General Available.

    Reply to this comment
  5. Barry van der Meij

    03. Aug, 2010

    Hi Martin,

    Understand that you have limited resources for building new things BUT customers who use this functionality nowadays want to continue using it and now there exists a gap….. Isn’t that a little bit strange?

    From a developers point of view I can understand but from a customers point of view not at all. I’m justing shouting about it now because I can assure you customers will also do that.

    Regards,
    Barry

    Reply to this comment
  6. Martin Ortgiess

    03. Aug, 2010

    Hi Barry,

    With the big improvements we made for agenda synchronization, we believe to deliver a product that will make a lot of our customers happy.
    We consider creation of mailbox and Active directory account important, and we start working on it as soon as we are ready with product update 244.

    We want to deliver this as a service pack within product update 244.

    Regards, Martin

    Reply to this comment
  7. Dave

    10. Aug, 2010

    We were waiting for these improvements (synchronizing agenda Outlook vs Synergy) for years!

    1.) How will it works with creating appointments for multiple users?

    Synergy -> Outlook
    A multiple appointment in Synergy will be created in Outlook as single appointment?

    Outlook -> Synergy
    A multiple appointment in Outlook will be created in Synergy as single appointment?

    2.) What will be the type of the appointment which will be created in Synergy by the synchronization? We use different types for intern and external appointment.

    3.) Can you adjust the missing information (relation, contact person etc) after the appointment is created in Synergy by the synchronization?

    4.) Is it already possible to add an extra user to a multiple appointment in Synegy which was created before?

    5.) Is there something changed in for return appointments as for example birthdays, monthly meetings etc?

    Reply to this comment
  8. Martin Ortgiess

    17. Aug, 2010

    Hi Dave,

    thanks for your feedback and question.
    Let me first answer the questions I am sure about.

    2. Creating an appointment in Synergy will create a request of the type ‘Appointment’ in Synergy. You can adjust the default task to be created. So, this situation has not been changed.

    3. We did not change this functionality, which means you can not add that information to an appointment in Outlook.

    We do have idea’s to adjust the behavior of point 2 and 3 which will fulfill your needs, but nothing i can promiss yet. If there is more to tell about that, I will let that know via the product blog.

    For your other questions, I need to check with the team. You will have an answer on this soon!

    Reply to this comment
  9. Martin Ortgiess

    19. Aug, 2010

    Hi Dave,

    as promissed, some more answers:
    1. Synergy–> Outlook: Creating a “multiple” request in Synergy will create an appointment for every request created in Synergy. Not sure if this was really answers your question though.
    Outlook–> Synergy: Creating an appointment with multiple recipients, will create a request in Synegry for every person invited. Creating a recurring appointment, will create multiple singe requests in Synergy

    3. The functionality for creating a multiple request in Synergy did not change. this means that after creating a multiple request you cannot add an extra person to it.

    Regards, Martin

    Reply to this comment
  10. Martin Ortgiess

    12. Oct, 2010

    One of the great things in Scrum is the sprint review. Every 2 weeks the team shows what they have done and which is ready. Last Monday one of the features mentioned in the replies was delivered:

    When you change a resource in a request, it will update the calendars in Exchange. it will remove the calendar entry from one person and add it to the calendar of the other person

    This will be available as of product update 245, which currently is still in development

    Reply to this comment
  11. Mark Velthuijsen

    01. Dec, 2010

    Thanks for the nice article,

    Can you tell me if the calendar synchronisation will also work with Microsoft Exchange online (BPOS)? BPOS does allow Web Service calls, so in theory is should work, but can you tell me if this is tested or proven at customer sites?

    Mark

    Reply to this comment
  12. Sanja Djuretic

    02. Dec, 2010

    Hi Mark,

    Exchange-Synergy Calendar Synchronization solution described in this article is designed for Exchange Server 2010 on premise. Basically it is windows service that uses Exchange Web Services (EWS) Managed API 1.0 to connect to the multiple Exchange calendars.
    Our solution might work on Exchange Server 2007 SP1 but that environment is not tested and not supported by Exact.
    Furthermore, our synchronization solution is designed in such a way that it should work for Exchange Online as well with the slight adjustments.
    As you know, BPOS is using Exchange Server 2007, so we haven’t even plan to test our solution in BPOS.
    Exchange Server 2010 will be deployed in Office 365, next version of BPOS.
    Once Office 365 is available, we might test our synchronization solution with Exchange Online. Please note that we still don’t have any specific plans about this kind of integration.

    Kind regards,
    Sanja

    Reply to this comment
  13. Elod

    23. Dec, 2010

    Hi,

    I’m having this issue when trying to install Synergy office Add-ins for Office 2010:

    Failed to log in,
    “the remote server returned an erro: (403) forbidden

    I did not type my credentials incorrectly.
    Any suggestion?

    Reply to this comment
  14. Martin Ortgiess

    24. Dec, 2010

    Hi Elod,

    not sure if you are responding the right blog. This blog is about Exchange 2010. For issues about Office add-in please contact support department. they can help you further with this. i do know Office add-in only runs in 32 bit enviroment. you sure you have 32 bit environment?

    Reply to this comment
  15. Niek Nass

    10. May, 2011

    HI Martin,

    we are looking into Office 365 and are still using synergy version 398 (i believe it’s the ASP version).

    Is there any way (suppported or unsupported by Exact) to get the calendars to sync? E.g. with an on premise exchange 2003 server, a third party tool or a broker server like Orbis?

    Reply to this comment
  16. Martin Ortgiess

    13. May, 2011

    Hi Niek,

    Can you explain a bit more about the situation you want to move too? I understand you run Synergy 398, which is indeed the ASP version.
    You want to have a calendar synchronization, but i don’t know if you want to have this with Office 365 or Exchange 2003. Do you want to migrate to Synergy Enterprise (.net version) or stay at current version?

    reagards, Martin

    Reply to this comment
  17. Niek Nass

    24. Jun, 2011

    HI,

    Yes we use 398 and are migrating from Exchange 2003 on premise to exchange online (as part of Office 365). We use the cdo to sync calender info form synrgy to exchange.

    In exchange online it is not possible to use the cdo anymore. For us it is not possible to upgrade to the .net version in short term.

    What are the possibilities to use 398 with exchange online (office 365).

    With Regards, Niek

    Reply to this comment
  18. Martin Ortgiess

    27. Jun, 2011

    Hi Niek,

    We will not support hosted Exchange in Synergy asp. For Synergy Enterprise the foundation is already there and we expect to support hosted Exchange in version 248.

    Reply to this comment
  19. Henrik

    14. Mar, 2012

    Hi Martin,

    Can you confirm thet version 248 is compatible with Office 365 (Hosted Exchange 2010)?

    Thank you,

    Henrik

    Reply to this comment
  20. Martin Ortgiess

    14. Mar, 2012

    Hi Henrik, we dont yet support hosted Exchange 2010. We see more and more requests for it, but at this moment we are not working on it yet.

    Reply to this comment
  21. Henrik

    20. Mar, 2012

    Ok thank you for a fast response. Is there any way to sync the Synergy aplicacion with Outlook without installing anything on the exchange server? If there is available some addon sync for Outlook that connects directly to the Synergy server…?

    Thanks,
    Henrik

    Reply to this comment
    • Fong Lun

      21. Mar, 2012

      Hi Henrik, do you mean sync Synergy appointment with Outlook without installing Exchange 2010 Integration?

      If you are using Exchange 2010 server, you must install the Exchange 2010 Integration services to have the synchronization working, and this services are not installed in Exchange 2010 server, those services are installed in Web or Job server.

      Reply to this comment
      • Henrik

        21. Mar, 2012

        Hi Fong,

        Well its a client that are using Synergy and they want to migrate to Office 365 (Hosted Solution of Exchange 2010) and we are investigating for the if it is possible to sync anyway (As there is currently no support for hosted solutions with the synergy application)…

        Thanks,
        Henrik

        Reply to this comment
        • Fong Lun

          22. Mar, 2012

          Too bad currently we have yet to support Exchange online (Office 365) for our solution. I personally hope that we can support that in the near future, more and more organization are moving towards there.

          Reply to this comment
          • Henrik

            22. Mar, 2012

            Ok lets hope so :) Thank you very much for your fast response and support.

            Regards,
            Henrik

  22. Carlos

    20. Mar, 2012

    Hi!

    I have a question.

    The mail account must be equal to Exact Synergy account?

    I am on Synergy enterprise 246 with exchange 2010.

    Best regards,

    Reply to this comment
    • Fong Lun

      21. Mar, 2012

      Hi Carlos,
      Which mail account did you mean?

      Reply to this comment
      • Carlos

        21. Mar, 2012

        Mail account of Exchange.

        Reply to this comment
        • Fong Lun

          22. Mar, 2012

          To sync a user between Synergy and Exchange 2010, the mail account of the user must be in the Exchange 2010 server, the same email address also must be in the Person’s card in Synergy of that user.

          Reply to this comment
  23. Juan

    10. Oct, 2012

    Hi, ¿there is any update about synergy and Office 365 (hosted exachange 2010) sync?

    Reply to this comment
    • Martin Ortgiess

      16. Oct, 2012

      Hi Juan, we are looking into supporting exchange Online, but have no external planning available yet. We do support Hosted exchange though as of PU250.

      Reply to this comment
  24. TK

    15. Nov, 2012

    I am curious about the developments on the Public Holiday issue (i see from 8/2010 comment above that it was expected in 245, as of 249 it seems to still be an issue).

    Additionally it appears that the sync may have other issues. IE: An appointment is created in Outlook with particular settings (ie. public/private, remind in 30 minutes, etc), and ESE has global user specific settings for these that seem to override the settings set on the appointment and then send the appointment back to Exchange with these modified settings. Doesn’t seem quite correct.

    Thanks!

    Reply to this comment
  25. Martin Ortgiess

    16. Nov, 2012

    Hi TK, Synchronisation of public holidays is no longer in our planning. Feedback from market and customers made us focussing on improving and extending synchronisation of appointments.

    The issue you describe is a bit strange/not familiar to me. We don’t have global user settings for the settings you mention. When you set an appointment to privat, it should be like that in both ESE and Outlook. A reminder set in Outlook shouldn’t be adjusted by synchronisation. The reminder settings will not be copied over to Synergy. here we indeed follow the user setting for specific request type. Note that we don’t have request specific reminders in Synergy.

    If these answers do not correspond with the behavior in your organization, please contact your support contact.

    Reply to this comment
  26. TK

    16. Nov, 2012

    Great, thanks.

    Perhaps my wording of global user settings is a little odd.
    These settings can be found under Calendar – Customize (and then under Synchronize: Calendar (MS Exchange).
    Here you can establish to Synchronize, the direction, how to handle them (private/public) and the reminders (on/off) and minutes.

    I said “global” as it appears to apply to all appointments and “user specific” – just as it sounds (Calendar – Customize for the user).

    I do have a few calls in with support on these issues. My public holiday request has been sitting there since the beginning of the year.

    Reply to this comment
  27. Martin Ortgiess

    20. Nov, 2012

    These are indeed personal settings. Most important one related to your question is the private/public setting. When the setting is set to ‘private’, all Outlook appointments will be synchronized to Synergy as private appointments. This is mostly used by boardmembers or HR departments who manage their calendar in Outlook and want to make sure no confidential information becomes available. When the setting is set to ‘public’ it will follow setting of the appointments, which by default is public. When you set the Outlook appointment to ‘private’, it will appear in private in Synergy as well

    Reply to this comment
    • TK

      20. Nov, 2012

      This is what one would expect. However it does not operate that way in reality.

      Reply to this comment
      • TK

        20. Nov, 2012

        Back to original post.

        Reply to this comment
      • Martin Ortgiess

        21. Nov, 2012

        Hi TK, Our technical support is working with you on this issue. I have informed them about the questions you raised here. They should me more then capable to help you. If there might be any problems, please contact me.

        Good luck!

        Reply to this comment
  28. Walter Schuurmans

    21. Nov, 2012

    What about SOI support for Office 2013? Hopefully both x86 AND x64 support?

    Reply to this comment
  29. Ralphord Robles de Medina

    14. Mar, 2013

    Hi Martin,
    We are about the update our mail server all together. We were planning on installing Exchange server 2013 on a VM Win Server 2012. But to my surprise the latest version 251 is compatible with only Exchange 2010. Can you tell us if and when Synergy is planning to upgrade so Exchange 2013 will be compatible? all x64.

    Reply to this comment
    • Martin Ortgiess

      15. Mar, 2013

      Hi Ralphord, Exchange 2013 indeed is not yet supported in combination with Synergy. It is on our radar and we do have the ambition to support it. For this moment i don’t have a concrete timeline about when we will have this available for you

      Reply to this comment
  30. Ivan Pudic

    28. May, 2013

    Any updates on Exchange 2013 support?
    We find this a crucial option, to sync our calendars.

    Reply to this comment
  31. Martin Ortgiess

    30. May, 2013

    Hi Ivan, we are currently doing some research on it, but don’t have it plotted on the roadmap yet.

    Reply to this comment
  32. Xander

    17. Jun, 2013

    Martin,
    In English then.. When does Exact support Office365. We see it O365 is booming. We also have a lot off Exact clients, some want Office365.

    Exact Synergy Ent in combination with Office 2013 is working, i experience no problems the last 2 months. Start word merge en sent the file as a pdf and the SOI works perfect also.

    Reply to this comment
    • Martin Ortgiess

      19. Jun, 2013

      Hi Xander, Office 365 does have our attention. We are looking into to it, but do not support it yet. For Office 365 we will focus on Exchange Online part (first), As for Office 2013, this is supported as of Product Update 251, which become available last month, so good to hear it’s working fine.

      Thanks for your feedback about Word Merge!

      Reply to this comment
  33. autorijlessenutrecht.nl

    11. Jan, 2014

    When I originally commented I clicked the “Notify me when new comments are added” checkbox and now each time a comment is added I get four e-mails with the same comment.
    Is there any way you can remove people from that
    service? Thanks!

    Reply to this comment
  34. marc geraeds

    12. Jan, 2014

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    Reply to this comment
  35. Nico Bassie

    18. Feb, 2014

    Hello Martin,
    any roadmap available for exchange 2013 yet? We are migrating our Exchange environment to the latest version,

    Reply to this comment
    • Ruud Aalders

      18. Feb, 2014

      Hi Nico,

      Exchange 2013 is on the roadmap for this year to be supported.

      Reply to this comment

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