Quick guide to creating synchronization tasks

CodeTwo Exchange Sync enables real-time synchronization of items located in the Microsoft Exchange Server folders. The program provides two types of synchronization: One-Way and Two-Way.

Below is the sample setup of the program enabling One-Way synchronization of data from one public Contacts folder to Exchange personal Contact folder of one user.

  1. Run CodeTwo Exchange Sync Administration Panel. The main screen of the application will display (Fig. 1.). Click New to add a new synchronization task.

    ES - Admin's Panel.
    Fig. 1. Administration Panel with no synchronization tasks defined.
  2. The dialog box will appear (Fig. 2.) that is used to assign a name to the synchronization task and choose the synchronization type. 

    In our case we will choose to replicate items from contacts public folder into personal contacts folders of three users. TO do that expand Synchronization type dropdown menu and choose One-Way synchronization: One-To-Many and then click OK.

    ES - Creating new sync task.
    Fig. 2. Dialog box where the name and type for the sync task is selected.
  3. As you can see, the Administration Panel includes a newly created task (Fig. 3.). 

    ES - New one-way task added to list.
    Fig. 3. Administration panel screen containing a new one-way synchronization task.
  4. The next step is making the public Contacts folder act as the source folder. 

    After checking the synchronization task, the right pane will contain the Folders scheduled for synchronization section (Fig. 4.).

    ES - Choosing source folder.
    Fig. 4. Administration Panel with the section for choosing folders marked.

    Click Browse next to the Source Folder field. In the dialog box that opens, choose the source folder from the list of available Exchange folders (Fig. 5.). After selecting the public Contacts folder, click OK.

    ES - select public contacts folder.
    Fig. 5. Choosing source public Contacts folder for synchronization.
  5. Now move on to define the target folders – these will be the default personal folders of users. 

    In the Folders scheduled for synchronization section (Fig. 4.) click Add next to the Target Folders list. Choose the target folders from the available Exchange folders (Fig. 6.) in the dialog box that will appear. After checking the box next to the folder’s name, a new item is added to the list of selected folders. Click OK to confirm the selected folder as a target and close the dialog box.

    ES - select private contacts folder.
    Fig. 6. Choosing target private Contacts folder for synchronization.
  6. Now in the main screen of the Admin's Panel you can see all selected folders: source and target. Submit settings by clicking Save. From now on, all items in the public folder will replicate to the personal folder of the selected users.

ES - Folders scheduled for Synchronization.
Fig. 3. Folders scheduled for synchronization visible in the Administration Panel.

If you use the One-way synchronization task, you will be able to define Conditions and Modifications. After configuring the conditions, only items meeting all or at least one of the defined criteria will be synchronized. By defining the modifications you enable changing items attributes on the fly while they are being synchronized to the target folder. Additionally, the Administrator of the program can use advanced Options to decide about the way the synchronized items are restored in the target folders once they are edited or deleted in the source folders.

Learn more on the examples of practical use
Learn more on creating synchronization tasks

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