Creating One-Button Synchronization Profiles
Use the One-button Sync Profile Wizard option after creating site group members or from the GoldSync Administration Center Sites local menu. One-button synchronization profiles include the Instant Sync option (see Configuring Synchronization Settings) to remind undocked users to synchronize when it detects a network connection.
To Create a One-Button Synchronization Profile
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In the GoldSync Administration Center, highlight the site, right-click and select New One-button Sync Profile. The Welcome to the GoldSync Site One-button Sync Profile Wizard dialog box appears. |
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Type the descriptive name of the profile in the text box. Click Next. |
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Enter the remote site’s E-mail address. |
To restrict synchronization access to the One-button sync profile, check the Disable remote site’s access to the ‘Synchronization Wizard’ option.
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Click Next. The Connection Method dialog box opens. |
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Select a synchronization connection method: |
○ Connect to remote using IP to IP/Network method.
○ Send a transfer set to remote by E-mail.
For more information, see Retrieving One-Button Synchronization Profiles.
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Click Next. The Connect/Send E-mail to Remote dialog box opens. |
○ Check the desired send and retrieve options.
○ Enter the Remote’s Internet IP address and port assignment or E-mail address
○ Enter an optional password.
For more information, see To Configure Connect/Send E-mail to Remote (Connect to Remote) and To Configure Connect/Send E-mail to Remote (Transfer Set by E-mail).
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Click Next. The Send Options dialog box opens. |
○ Check the desired Send Record Types and Send user’s calendar options.
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Click Next. The Send Contact-related Options dialog box opens. |
○ Specify the type of Contact Records to send to the remote site.
○ Specify the Contact Sets to send to the remote site.
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Click Next. The Send Options dialog box opens. |
○ Select one of the Filters from the drop-down list.
○ To you want to exclude filtered records previously stored in the last synchronization session with the current transfer set for this remote site, check the Reset Auto-Territory Realignment feature option.
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Click Next. The Cutoff Date/Time dialog box opens. |
○ If you want to ignore cutoff time, check the Ignore cutoff time (send all records) option.
○ If you want to use a cutoff time, enter a cufoff date and time.
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Click Next. The Retrieve Options dialog box opens. |
○ Check the desired Retrieve Record Types and Retrieve user’s calendar options.
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Click Next. The Retrieve Contact Sets dialog box opens. |
○ Specify the type of to retrieve from the remote site.
○ Specify the default Contact Sets when the set is not specified.
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Click Next. The Ready to Synchronize dialog box opens. |
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Check the desired Logging Options and then click Finish to save the profile settings. |
To Configure Connect/Send E-mail to Remote (Connect to Remote)
Set connection options when selecting Connect to remote on the connection method dialog box.
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Select Send changed data to remote to send changed data from this site to the remote. |
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Select Retrieve changed date from remote to retrieve changed date from the remote to this site. |
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In the Remote's Internet IP Address text box, type the Internet IP address you are connecting to. If creating a one-button synchronization profile, the remote in this case is the GoldSync server the undocked computer is synchronizing with. |
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Type the TCP Port. The default TCP Port is 5993. Typically, do not change this entry; if you override the default port, you must select the same port as the remote system. |
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Click the IP button to add or edit alternative IP addresses. |
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Type the Optional connection password in the text box. |
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Click Next. If you selected Send changed data to remote, the Send Options dialog box appears. |
To Configure Connect/Send E-mail to Remote (Transfer Set by E-mail)
When selecting Send transfer set to remote by E-mail on the connection method dialog box, you can then send the e-mail options.
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Type the Remote's E-mail address in the text box. |
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Type the Optional connection password in the text box. |
Sort condition used to select a subset of records from the entire database. Options dialog box opens.