Configuring the service application

  1. In the folder where you installed the setup files, run InforCSIExchangeSyncUI.exe as administrator.
  2. Select File > Configuration.
    The Sync Process Configuration screen is displayed.
  3. Specify this SyteLine information:
    CSI End Point
    Specify the URL to connect to the SyteLine IDO Web Service. For example, http://(server)/IDORequestService/ConfigServer.aspx.
    CSI User
    Specify a SyteLine username. The appropriate IDO permissions and Service scheduling permissions must be set up for this user by an administrator. See Setting Service and IDO permissions.
    CSI Password
    Specify the password for the user.
    Site Config
    Select a SyteLine configuration to connect to.
  4. Click Save.
  5. Click Test Connection.
    Ensure that you receive the message "Connected to IDO Web Service successfully!"
  6. Specify this Exchange information:
    EWS URL
    Specify a valid Exchange Web Service URL.

    If you are unsure of the URL or think it may change in the future, leave this field blank. The Sync Process UI can automatically set the URL to the correct EWS for the specified email address.

    Email ID
    Specify the email address for the user that will connect to the EWS.

    This user also acts as a delegate account, which can create, read, update, and delete on behalf of other users, provided that permission is granted.

    Password
    Specify the password for the email ID.
  7. Click Test Connection.
    Ensure that you receive the message "Connected to Exchange Service!"
  8. Specify this general information:
    Admin Email
    Specify an email address to use as the administrator email. This email address will receive notifications form the Sync Process UI about events, such as a failure to connect to a user account. You can specify multiple email addresses by separating them with a semicolon.
    Default Client Calendar
    Select the calendar to use as the default client calendar, if you did not select one on the Calendar Sync Users form.
    Ping Frequency
    Specify the frequency interval that the Sync Process UI will use to contact the EWS and SyteLine.
    Body Type
    Select if you want to use plain text or HTML by default in the body or note section of a calendar event, if you did not select one on the Calendar Sync Users form.
    Include Private Appointment
    Select No if you do not want to synchronize Exchange calendar items that are marked as private. Select Yes to include them.

    Private appointments are added to the calendars with the date, time, and subject. The subject is displayed as PRIVATE. No other details are added to SyteLine.

    HTML Template Folder
    If you selected HTML as the Body Type, then a custom HTML template can be used to format the body of the calendar event. Specify the system folder where the template is located. If the template is in the subfolder HtmlTemplates under the application folder, leave this field blank. See Creating a custom calendar event template for more information.
  9. Click Save then Close.
After performing the initial configuration, if the configuration has changed while the background task is active, we recommend that you restart the Sync Process background task to apply the change.