Synchronization management fields

Field	Description
Exchange Web Service URL	Exchange Web Services URL that was specified when setting up the connection to Exchange Server.
Connection Status	Disabled when a connection is first set up or if the connection has been temporarily disabled. For example, when you are enabling additional user mailboxes for synchronization.
Current Sync State	Blank when the connection is disabled. In Progress when the synchronization is enabled and in progress. Waiting to Sync when the synchronization is enabled but not currently in progress. For example, a synchronization has just finished and another is due in five minutes.
Last Sync Status	The status of the most recent synchronization. Blank when the connection was never enabled or a synchronization is in progress. Success when no errors were encountered during the last synchronization. Fail when the number of standard errors during the last synchronization was greater than the value in Max Errors Allowed or a fatal error occurred. Success with Errors when the number of standard errors in the last synchronization was less than or equal to the value in Max Errors Allowed. Interrupted when you disabled the synchronization process while it was in progress.
Last Sync Time	Date and time that the most recent synchronization started.
Next Sync Time	Date and time of the next scheduled synchronization. This is the time that the last synchronization finished + the synchronization interval (minutes).
Errors in Last Sync	The number of errors in the last synchronization .
Conflicts in Last Sync	The number of conflicts in the last synchronization. This is not dependent on the selected logging level.
Skipped Items in Last Sync	The number of skipped items in the last synchronization. This is not dependent on the selected logging level.
Sync Appointments	Yes synchronizes appointments in the direction defined in Appointment Sync Direction. For information about fields that are synchronized, see Appointment field mappings. No never synchronizes appointments.
Sync Tasks	Yes synchronizes tasks in the direction defined in Task Sync Direction. For information about fields that are synchronized, see Synchronizing tasks. No never synchronizes tasks.
Sync Contacts	Yes synchronizes contacts in the direction defined in Contact Sync Direction. For information about fields that are synchronized, see Synchronizing contacts. No never synchronizes contacts.
Appointment Sync Direction	This field is disabled if Sync Appointments is set to No.
Task Sync Direction	This field is disabled if Sync Tasks is set to No.
Contact Sync Direction	This field is disabled if Sync Contacts is set to No. There is no Exchange to CRM Only option because unlinked Exchange contacts are never synched to Sage CRM.
Appointment Conflicts	Determines which version is used when there's a duplicate or conflict on an appointment record. This field is disabled if Appointment Sync Direction is set to one-way (either Exchange to CRM Only or CRM to Exchange Only) or Sync Appointments is set to No.
Task Conflicts	Determines which version is used when there's a duplicate or conflict on a task record. This field is disabled if Task Sync Direction is set to one-way (either Exchange to CRM Only or CRM to Exchange Only) or Sync Tasks is set to No.
Contact Conflicts	Determines which version is used when there's a duplicate or conflict on a contact record. This field is disabled if Contact Sync Direction is set to one-way (CRM to Exchange Only), or Sync Contacts is set to No.
Archived Appointment Policy (days)	Appointments deleted in Exchange, either deliberately or as a result of archiving, are received by Sage CRM as delete requests. It is not desirable to automatically delete the appointments in Sage CRM just because they are archived by Exchange so this field enables you to set an archived appointment policy. The default value is 180. Using the default value, if a delete request comes from Exchange on an appointment where the End Date is 180 days or older, the appointment is not deleted, but the link to Exchange is deleted. If the appointment is deleted in Exchange and the End Date is within 180 days, the appointment is deleted in Sage CRM. You can enter zero and blank values, but we don't recommend that you use these. Using zero, if a delete request comes from Exchange on any appointment regardless of its age, the appointment is not deleted, but the link to Exchange is deleted. Using blank, if a delete request comes from Exchange on any appointment regardless of its age, the appointment is deleted. This field is disabled if Appointment Sync Direction is set to CRM to Exchange Only.
Archived Recurring Appointment Policy (days)	The default value is 180. Using the default value, if a delete request comes from Exchange on a series of appointments where the End Date of the last occurrence in the series is 180 days or older, the series is not deleted, but the link to Exchange is deleted. If the series of appointments is deleted in Exchange and the End Date of the last occurrence in the series is within 180 days, the series is deleted in Sage CRM. You can enter zero and blank values, but we don't recommend that you use these. Using zero, if a delete request comes from Exchange on a series of appointments regardless of its age, the series is not deleted, but the link to Exchange is deleted. Using blank, if a delete request comes from Exchange on a series of appointments regardless of its age, the series is deleted. This field is disabled if Appointment Sync Direction is set to CRM to Exchange Only.
Archived Task Policy (days)	The default value is 180. Using the default value, if a delete request comes from Exchange on a task where the Last Modified Date is 180 days or older, the task is not deleted, but the link to Exchange is deleted. If the task is deleted in Exchange and the Last Modified Date is within 180 days, the task is deleted in Sage CRM. You can enter zero and blank values, but we don't recommend that you use these. Using zero, if a delete request comes from Exchange on any task regardless of its age, the task is not deleted, but the link to Exchange is deleted. Using blank, if a delete request comes from Exchange on any task regardless of its age, the task is deleted. This field is disabled if Task Sync Direction is set to CRM to Exchange Only.
Sync Interval (minutes)	Number of minutes between the end of the last synchronization and the start of the next synchronization. The default value is 5. Set this field to zero to start the next synchronization as soon as the last synchronization ends.
Response Timeout (seconds)	Number of seconds that Sage CRM waits for a response from the Exchange Web Services endpoint or the Sync Engine before returning a fatal error. The default value is 300. If timeouts occur for the first synchronization, increase this value for the first synchronization and then decrease the value. If subsequent synchronizations result in timeouts, increase this value for normal operation to suit your environment.
Max Errors Allowed	Number of standard errors allowed before the synchronization fails. The default value is 100.
Include CRM Info in Body	Yes displays the top content (related company and person) of an appointment in the appointment body in Exchange. You can customize the top content that's included in the body in <My Profile> \| Administration \| Translations (caption code OTL_AppointmentDetails, OTL_TaskDetails). The setting does not apply to tasks because top content is always included in tasks. No allows a user to edit the Regarding panel fields on a Communication record. This field is disabled if Sync Appointments is set to No.
Expand Distribution Lists	Yes synchronizes a meeting invitation or appointment scheduled for a distribution list in Exchange to Sage CRM as an appointment for each member of the list.

Exchange Web Service URL

Exchange Web Services URL that was specified when setting up the connection to Exchange Server.

Connection Status

Disabled when a connection is first set up or if the connection has been temporarily disabled. For example, when you are enabling additional user mailboxes for synchronization.

Current Sync State

Blank when the connection is disabled.

In Progress when the synchronization is enabled and in progress.

Waiting to Sync when the synchronization is enabled but not currently in progress. For example, a synchronization has just finished and another is due in five minutes.

Last Sync Status

The status of the most recent synchronization.

Blank when the connection was never enabled or a synchronization is in progress.

Success when no errors were encountered during the last synchronization.

Fail when the number of standard errors during the last synchronization was greater than the value in Max Errors Allowed or a fatal error occurred.

Success with Errors when the number of standard errors in the last synchronization was less than or equal to the value in Max Errors Allowed.

Interrupted when you disabled the synchronization process while it was in progress.

Last Sync Time

Date and time that the most recent synchronization started.

Next Sync Time

Date and time of the next scheduled synchronization. This is the time that the last synchronization finished + the synchronization interval (minutes).

Errors in Last Sync

The number of errors in the last synchronization .

Conflicts in Last Sync

The number of conflicts in the last synchronization. This is not dependent on the selected logging level.

Skipped Items in Last Sync

The number of skipped items in the last synchronization. This is not dependent on the selected logging level.

Sync Appointments

Yes synchronizes appointments in the direction defined in Appointment Sync Direction.

For information about fields that are synchronized, see

Appointment field mappings.

No never synchronizes appointments.

Sync Tasks

Yes synchronizes tasks in the direction defined in Task Sync Direction.

For information about fields that are synchronized, see Synchronizing tasks.

No never synchronizes tasks.

Sync Contacts

Yes synchronizes contacts in the direction defined in Contact Sync Direction.

For information about fields that are synchronized, see Synchronizing contacts.

No never synchronizes contacts.

Appointment Sync Direction

This field is disabled if Sync Appointments is set to No.

Task Sync Direction

This field is disabled if Sync Tasks is set to No.

Contact Sync Direction

This field is disabled if Sync Contacts is set to No.

There is no Exchange to CRM Only option because unlinked Exchange contacts are never synched to Sage CRM.

Appointment Conflicts

Determines which version is used when there's a duplicate or conflict on an appointment record.

This field is disabled if Appointment Sync Direction is set to one-way (either Exchange to CRM Only or CRM to Exchange Only) or Sync Appointments is set to No.

Task Conflicts

Determines which version is used when there's a duplicate or conflict on a task record.

This field is disabled if Task Sync Direction is set to one-way (either Exchange to CRM Only or CRM to Exchange Only) or Sync Tasks is set to No.

Contact Conflicts

Determines which version is used when there's a duplicate or conflict on a contact record.

This field is disabled if Contact Sync Direction is set to one-way (CRM to Exchange Only), or Sync Contacts is set to No.

Archived Appointment Policy (days)

Appointments deleted in Exchange, either deliberately or as a result of archiving, are received by Sage CRM as delete requests. It is not desirable to automatically delete the appointments in Sage CRM just because they are archived by Exchange so this field enables you to set an archived appointment policy.

The default value is 180. Using the default value, if a delete request comes from Exchange on an appointment where the End Date is 180 days or older, the appointment is not deleted, but the link to Exchange is deleted. If the appointment is deleted in Exchange and the End Date is within 180 days, the appointment is deleted in Sage CRM.

You can enter zero and blank values, but we don't recommend that you use these. Using zero, if a delete request comes from Exchange on any appointment regardless of its age, the appointment is not deleted, but the link to Exchange is deleted.

Using blank, if a delete request comes from Exchange on any appointment regardless of its age, the appointment is deleted.

This field is disabled if Appointment Sync Direction is set to CRM to Exchange Only.

Archived Recurring Appointment Policy (days)

The default value is 180. Using the default value, if a delete request comes from Exchange on a series of appointments where the End Date of the last occurrence in the series is 180 days or older, the series is not deleted, but the link to Exchange is deleted. If the series of appointments is deleted in Exchange and the End Date of the last occurrence in the series is within 180 days, the series is deleted in Sage CRM.

You can enter zero and blank values, but we don't recommend that you use these. Using zero, if a delete request comes from Exchange on a series of appointments regardless of its age, the series is not deleted, but the link to Exchange is deleted.

Using blank, if a delete request comes from Exchange on a series of appointments regardless of its age, the series is deleted.

This field is disabled if Appointment Sync Direction is set to CRM to Exchange Only.

Archived Task Policy (days)

The default value is 180. Using the default value, if a delete request comes from Exchange on a task where the Last Modified Date is 180 days or older, the task is not deleted, but the link to Exchange is deleted. If the task is deleted in Exchange and the Last Modified Date is within 180 days, the task is deleted in Sage CRM.

You can enter zero and blank values, but we don't recommend that you use these. Using zero, if a delete request comes from Exchange on any task regardless of its age, the task is not deleted, but the link to Exchange is deleted.

Using blank, if a delete request comes from Exchange on any task regardless of its age, the task is deleted.

This field is disabled if Task Sync Direction is set to CRM to Exchange Only.

Sync Interval (minutes)

Number of minutes between the end of the last synchronization and the start of the next synchronization. The default value is 5.

Set this field to zero to start the next synchronization as soon as the last synchronization ends.

Response Timeout (seconds)

Number of seconds that Sage CRM waits for a response from the Exchange Web Services endpoint or the Sync Engine before returning a fatal error.

The default value is 300. If timeouts occur for the first synchronization, increase this value for the first synchronization and then decrease the value. If subsequent synchronizations result in timeouts, increase this value for normal operation to suit your environment.

Max Errors Allowed

Number of standard errors allowed before the synchronization fails. The default value is 100.

Include CRM Info in Body

Yes displays the top content (related company and person) of an appointment in the appointment body in Exchange. You can customize the top content that's included in the body in <My Profile> | Administration | Translations (caption code OTL_AppointmentDetails, OTL_TaskDetails).

The setting does not apply to tasks because top content is always included in tasks.

No allows a user to edit the Regarding panel fields on a Communication record.

This field is disabled if Sync Appointments is set to No.

Expand Distribution Lists

Yes synchronizes a meeting invitation or appointment scheduled for a distribution list in Exchange to Sage CRM as an appointment for each member of the list.