Architecture Overview & Brief Description

The solution is a rule-based interface for both the unidirectional and bidirectional exchange of objects between Aurea CRM and the Microsoft® Exchange Server.

With the aid of the application, data is automatically transferred from the Microsoft® Exchange Server to the Aurea CRM database and vice versa. The synchronization takes place on the server and is time-controlled, where by user interaction is generally restricted to moving the e-mails to the defined folders.

The connector determines the objects that are to be synchronized (calendar entries,e-mails, contact persons and tasks) from the defined mailboxes and generates XML messages that are transferred to the CRM system via CRM.interface. New or edited objects in Aurea CRM are delivered to Exchange® as part of the synchronization cycle.

Authentication on the CRM.interface takes place using so-called "Tokens", which are composed of the username, time stamp and security token generated by the token DLL. This allows user rights in the Aurea CRM system to be taken into account.

Architecture Overview

The product essentially consists of two main parts: connectorSE itself and CRM.interface.

In principle, both of the above mentioned product components may be installed on the same server.

The connector submits periodic queries in two directions: on the one hand, the connector polls the Exchange® server at the defined intervals for new or edited Exchange® objects; on the other hand, it queries CRM.interface and thus determines any changes to data in the CRM system.

Data is transferred using XML data streams in so-called SyncML format.

As mentioned before, synchronization is rule-based and covers both unidirectional and bidirectional synchronization. The synchronization between Microsoft® Exchange Server and Aurea CRM takes place as described in the table below.

Synchronization directions

For further details on functional scope, see next topic (Functional scope).