Preparations

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Overview

The Exchange Online Synchronizer enables two way synchronization of SuperOffice with the Microsoft Exchange environment.
The Exchange Online Synchronizer will synchronize appointments, contacts, tasks and SuperOffice selections.
For more information about the difference between the Synchronizer products see this article

IMPORTANT

For the Exchange Online Synchronizer, EWS (Exchange Web Services) and the Offline Address Book (OAB) need to be enabled and accessible for the SyncUser.

Before you Begin

Before you start with the preparation please read the following knowledge base article about the system requirements for the Exchange Online Synchronizer for SuperOffice.
http://kb.infobridge.com/hc/en-us/articles/202845161

Registration

Registration is done over the internet. Therefore a working internet connection is required.
Please read the following knowledge base article about the registration process.
http://kb.infobridge.com/hc/en-us/articles/203821791

Time zone settings

Please read the following knowledge base article about the system date and time zone settings that are very crucial for the Exchange Online Synchronizer.
http://kb.infobridge.com/hc/en-us/articles/202730481

Remote Travel and Satellite

The setup application creates several tables in the SuperOffice CRM central database. The new tables are replicated to Travel or Satellite databases. This means that after the installation the first time when the down files are generated, the down files will hold information about the newly created tables.

Further preparations

When installing InfoBridge Exhange Online Synchronizer there are several preparations that have to be done:

  1. Create a domain user (SyncUser) with admin rights that is allowed to log on to the server where the Exchange Synchronizer is to be installed. 
  2. Create an Exchange mailbox for the SyncUser (to be used in the Exchange Synchronizer)
  3. Set the mailbox permissions so that the user has full mailbox access to all mailboxes that are to be synchronized with SuperOffice, either Impersonation or Delegation, more info
  4. Disable EWS throttling (see EWS throttling section)
    With this throttling feature, Exchange tracks the resources that each user consumes and enforces connection bandwidth limits. This feature however can impact the performance of the synchronizer as it increases the load on the Microsoft Exchange Server. The default throttling policy assigned to the exchange users can be too restrictive for the synchronizer user, causing numerous errors and problems that drastically decrease performance and possibly prevent access to some content.
    To prevent throttling issues you can disable it. Please see these articles for a detailed description:
    Exchange 2010 / 2013: http://kb.infobridge.com/hc/en-us/articles/202777821
    In Microsoft 365 we have no way of disabling the throttling policy. Good practise in these cases is to split the users in different ranks. See this knowledge base article for a desription on how to do this: https://kb.infobridge.com/hc/en-us/articles/360001077453-Throttling-in-Office-365
  5. Find URL for the Exchange Web Services (EWS) and the Offline Address Book (OAB), more info

Impersonation or Delegation

There are several methods to set the correct Exchange rights needed to synchronize the Exchange calendar with the SuperOffice calendar, but our best practice is to use the “Impersonation” method.

We have several articles on how to set Impersonation or Delegation, see the Prepare and Install section in this Knowledge Base