CRM Connector SE for Exchange Administrator Guide

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General Information
- Architecture Overview & Brief Description
Functional scope
- Functional differences between Exchange Server Versions
Connector SE – Overview
Advanced customization
Troubleshooting
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Advanced customization

Advanced customization

Learn the tips and tricks for advance customization of connector SE.

Below are some of the tips to perform advanced customizations:

Creating an AD group and limiting the scope of the impersonation user
Learn how to create an AD group and limit the scope of the impersonation user.
Determining primary SMTP address of a mailbox
Learn how to determine the primary SMTP address of a mailbox.
Synchronize (only) Appointments of CRM users
Learn how to synchronize appointments of CRM users.
Synchronization of Additional Outlook Fields
Connector SE supports the synchronization of additional fields from Exchange Server to Aurea CRM and vice versa.
Client Attribute in XML Request
Learn how to add client attribute in incoming XML request.
<ServerData> element in SYNCML response
The ServerData element, which is included into the element SyncHdr might be helpful for figuring out which rights have been considered by CRM.interface.
FieldMapping.xml
Learn how to define and modify fieldmapping.
Multiple Instance of connector Service
Learn about the possibilities of having more than one instance of connector service.
Setting the catalog language
Learn how to synchronize catalog values defined in languages other than English.
Mapping of "ShowAs"
The status of tasks is mapped during synchronization from Domino Server to Aurea CRM and vice versa.
Mapping of Task Status
Learn how the status of tasks is mapped during synchronization from Exchange Server to Aurea CRM and vice versa.
Custom attribute <Folder>
Connector SE sends the path of the respective mail folder to CRM.interface server for the synchronization of e- mails.
Adding auto_sync to forms.xml
Learn how synchronize appointments created offline.
Deactivating Reminder in forms.xml
Learn how to deactivate reminders.
Time zones
If CRM.interface and Exchange server/connector are located in different time zones, differing contact times are stored in Aurea CRM and Outlook. Therefore connector SE sends time-zone information with in the SYNCML header.
Repairing an installation
You can repair the installation from the control panel of your machine.
Updating existing versions
Aurea provides (silent) patches to upgrade existing installations.
Special UserSettings in Aurea CRM
Learn how to override global settings for a user.
Path to the settings files
Learn how to define the paths to the setting file.

Advanced customization

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