Configuring Outlook Sync
The Server Agents Administrator allows you to synchronize data between GoldMine and Outlook at the frequency specified.
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1.
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Select Tools > Services > Manage Server Agents. The Server Agents Administrator dialog box appears. |
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2.
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Click the Outlook Sync tab. |
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3.
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In the User's Settings area, select the user in the drop-down list. |
This is the user whose Outlook account you are synchronizing to GoldMine.
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4.
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In the Active Period area, select the days of the week the agent will be active. |
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5.
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Type or select the active time period for each day from the F2 graphical clock. |
Times are set on a daily basis, the earliest time is 12:00 A.M. and the latest is 11:59 P.M. The latest time cannot be 12:00 A.M. When setting the times, consider the full range of Server Agents you are running and what activities can take place after regular business hours. For example, synchronize your Outlook with GoldMine several times during the business day.
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6.
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Select the Profile in the drop-down list. |
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7.
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In the Frequency area, type or select the number of day(s), hour(s), minute(s) GoldMine waits before initiating the operation. |
The minimum amount of time is 5 minutes.
NOTE: You must start the Server Agents to begin processing (see Starting the Server Agents).
