Scheduling Microsoft Outlook to InterAction Sync

Before you begin synchronizing Outlook with InterAction, you must configure your User Contact Lists. For instructions, see Configuring User Contact Lists for Microsoft Outlook to InterAction Sync.

If you will be synchronizing calendar items, you must also make sure that calendar sync has been enabled. See Enable Calendar Sync.

1. Log on to InterAction Administrator on a workstation that has the Microsoft Outlook to InterAction Sync component installed. You must have this component installed on a workstation to schedule Microsoft Outlook to InterAction Sync.

   You can also schedule processes to run on different computers from a central workstation.

2. From the main window entity list, double-click Process - Schedule and Results.
3. On the Manage Process Schedule dialog box, choose New.
4. Use the following table to help identify the information you must provide when scheduling this process. Detailed instructions for scheduling a process can be found in the Administering InterAction guide.

Settings for Microsoft Outlook to InterAction Sync Processes

Setting	Setting
Workstation	Specifies the workstation on which you want the process to run. See the InterAction System Resource Guidelines Document on the Support Center Web site and Select the Exchange Servers for Each Scheduled Synchronization for information that can help you determine the correct workstation.
Process	Select Microsoft Outlook to InterAction Sync.
Process Name	By default, this is Microsoft Outlook to InterAction Sync. If you schedule several synchronization processes, you may want to change this name to be more descriptive. For example, consider the following names: Express - London Outlook Sync - Contacts Express - London Outlook Sync - Calendars Complete - NY Outlook Sync - Contacts Complete - NY Outlook Sync - Calendars These names describe the server being synchronized, what is being synchronized, and the mode being used.
Enabled	Specifies if the process will run at the scheduled time. You may wish to disable a process while performing maintenance or disaster recovery.
Process Settings	On the Microsoft Outlook to InterAction Sync Settings dialog box accessed by choosing the Edit button in the Process Settings section, do the following: Determine what you are synchronizing: contacts, calendars, or both. For more information see What Should I Synchronize? Select the synchronization mode. For more information about the synchronization mode, see Choosing an Express or Complete Synchronization. If your organization has one Exchange Server or if all your Exchange Servers are located in one central location, choose Synchronize with all Exchange Servers. To synchronize only with specific server groups, choose Synchronize with the following Server Groups, then choose up to five server groups. See Using Server Groups for more information on using server groups. If your organization has several Exchange Servers that are located in several different offices that do not share a LAN connection, choose Synchronize with the following Exchange Server. Then enter the name of the Exchange Server that shares a LAN connection with the workstation on which you are scheduling the process to run. If you select this option, you must schedule a separate process for each Exchange Server you are synchronizing with InterAction. Choose whether to purge log files after a certain number of days. If you choose this option, specify the number of days a log file is retained before being purged. Set the log level. From least to greatest detail, the options are: Low, Standard, High, or Troubleshoot. The level you choose affects the detail of the OLC2IACSyncProcess.log and OLC2IACSyncProcess<yyyymmdd>.log log files. By default, the log files are located in the InterAction Data directory. For more information regarding these log files, see Microsoft Outlook to InterAction Sync Log Files. For more information on synchronizing with multiple Exchange Servers, see Recommendations for Synchronizing Outlook with InterAction.
Schedule	Choose the Edit button in the Schedule section to open the Process Schedule dialog box and select one of the following: On Demand - Run Microsoft Outlook to InterAction Sync manually. Once - Run the synchronization once, at a specified time. Daily - Should be used to run synchronization on an ongoing basis. Set the time zone for when you want the process to run. This is not necessarily the same time zone as the Process Manager machine. Then, enter the required information for the frequency. For example, if you choose daily, you can choose to run it daily at a specified time or at intervals. For help in determining how often to run the synchronization between InterAction and Outlook, see Recommendations for Synchronizing Outlook with InterAction. Stop After - Inserting contacts into Outlook can be a slow process, especially if your users have many contacts in InterAction or if you are working from a remote office. When initially synchronizing data from InterAction into Outlook, you might want to configure Outlook to stop after a certain period of time so User to Firm Contact Sync and other processes are not blocked from running.
Task User	Enter information for the user account you have set up for Microsoft Outlook to InterAction Sync and choose OK. For more information about setting up this account, see Setting Up an Exchange Super User Account. You can specify a default task user account that is used for all processes. For more information, see the Administering InterAction guide.
Send a Message	Specifies whether an email message is sent when the process is run. If you decide to send an email message, you must specify the To and From email addresses as well as whether to always send an email message or if you only want to send a message if the process fails. You can specify default email message settings that are used for all processes. Always configure your process to send an email message to a group in the event that the Microsoft Outlook to InterAction Sync process fails. This ensures that at least one person is notified of the problem immediately.