Support

Sync Setup

Use Sync for Outlook  

Requirements for Plug-in Use

Note: Sync is not available for Outlook 2010. Please use one of the following options to sync non-mail data between Outlook 2010 and Globi Email:

Installing the Plug-in

After installing the Sync for Outlook plug-in on a Microsoft Windows computer running Microsoft Outlook, you can quickly synchronize a range of PIM data between Outlook and our sync servers. This data includes contacts, calendar events, tasks, and notes. To install the plug-in, do the following:

  1. Log into your Windows computer as a user with Administrator privileges.
  2. Download the Sync for Outlook installer at:
    http://sync.emailsrvr.com/client/outlook-plugin.html
  3. Click the Save button to save the installer file to your computer.
  4. Locate and double-click the installer file icon  for the file that you saved in the previous step.
  5. The Sync for Outlook Setup Wizard will open. Click the Next button.
  6. Review the license agreement, and check the I accept the terms in the License Agreement box.
  7. Click the Next button.
  8. If you accept the default destination folder, click the Next button.
  9. Click the Install button.
  10. Make sure the Run Sync for Outlook Plug-in box is checked, and then click the Finish button. The Sync for Outlook window will appear. The next step is to prepare the plug-in for network connections, as detailed in the next section.

Preparing the Plug-in for Sync Server Connections

Each Outlook user should complete the following steps, since the Sync for Outlook plug-in will remember each user’s specific settings. You do not need to have Administrator privileges to perform any of the following procedures.

  1. In the Sync for Outlook window (accessible in Outlook by selecting Sync for Outlook / Sync Menu), select Tools / Options.
  2. Click the Account icon.
  3. Enter your entire email address (e.g., myname@mydomain.com), using all lowercase letters.
  4. Enter the password for your email account.
  5. Click the OK button.
  6. In the Sync for Outlook window, select Tools / Options.
  7. Click the Sync icon.
  8. In this window, you can do the following (Note: To learn more, please see the section, "Customizing Synchronization Settings," which is included later in this help topic):
     
    • Choose the data types you want to synchronize and customize specific synchronization settings, unique to each Outlook category.
    • Set a regularly scheduled synchronization of your Outlook data.
    • Activate encryption of synchronized data.
    • Prevent synchronization when Outlook is not open.
  9. Click the OK button.

Using Sync for Outlook

Once the plug-in has been installed, you do not need to have Administrator rights to use it. In Outlook, select Sync for Outlook / Sync All, or click the Sync for Outlook button, located in the toolbar. The Sync for Outlook window appears, displaying the sync progress and whether the synchronization was successful.  This may take several minutes depending on the amount of data.

Sync all button.

For each category, look for a checkmark to indicate that the synchronization was successful. If the synchronization was not successful, an alert triangle will appear, in which case you may need to review your server connection settings and re-initiate the synchronization.

Customizing Synchronization Settings

You can customize your synchronization options and schedule regular synchronizations.

  1. In Outlook, select Sync for Outlook / Options.
  2. Click the Sync icon,  located in the left-hand column.
  3. In the Items section, click the Details button to specify synchronization details for a selected item.  Make changes to the following, as desired:
     
    • In the Sync Direction section, select from three options:
       
      Sync direction.
       
      • Two way—Activates a two-way synchronization between your Outlook/PC and the sync server. New information in one source will be added to the other—in both directions. Nothing is lost.
      • One way: Server -> Outlook—Activates a one-way synchronization, from the sync server to Outlook. Any new information on the sync server will be copied to Outlook.
      • One way: Outlook -> Server—Activates a one-way synchronization, from Outlook to the sync server. Any new information stored in Outlook will be copied to the sync server.
    • To change the root source folder for a specified Outlook item, click the Change button. When the Select Folder dialog box appears, locate and select the correct folder.
    • Review the Advanced options, but do not make any changes unless instructed to do so by support staff, or unless you are extremely familiar with DS server operations. (The default settings are acceptable for most users.)
  4. When you are finished with the synchronization details for an Outlook item, click the OK button.
  5. In the Security section, you can select the following options:
     
    • Synchronize every—To synchronize automatically, check this box. Select an interval from the drop-down menu.
    • Enable encryption—To enable encryption, check this box. The plug-in (when active) automatically applies industry-standard encryption/decryption to all data exchanges between Outlook and the sync server. This option adds another layer of protection against theft and abuse, but it also slightly slows the speed of synchronization. We recommend, however, that you enable this option.
    • Only sync when Outlook is open—To only allow synchronization when Outlook is open, check this box. Otherwise, the plug-in will attempt to sync regardless of Outlook being open or closed.
       
      Note: When this option is turned on, and automatic synchronization is also enabled, you might not be alerted when the plug-in is unable to "attach" to Outlook during a scheduled synchronization.
  6. Click the OK button.

Reviewing a Log of Recent Synchronization Activity

To view a log of the most recent synchronization sessions, do the following:

  1. In Outlook, select Sync for Outlook / Go to.
  2. In the Sync for Outlook window, select Tools / Logging.
  3. Click the View last log button. A Windows Notepad text window will open, detailing all the tasks attempted in the most recent synchronization.
  4. When you’re finished reviewing the contents of the log, close the Notepad window.

Note: To customize your log settings, please see the section, "Customizing Plug-in Log Settings," which is included later in this help topic.

Customizing Plug-in Log Settings

Sync for Outlook offers three levels of logging activity, which can be helpful in debugging errors or problems. To review and change the log settings, do the following:

  1. In Outlook, select Sync for Outlook / Go to.
  2. In the Sync for Outlook window, select Tools / Logging.
  3. Select from the following three Log Level options:
     
    Log error level.
     
    Error—Logs errors only.
     
    Info—Reports basic synchronization activity, including errors.
     
    Debug—Reports more information, which is helpful in diagnosing the cause of problems or errors.
  4. Select the maximum number of log files you want to store, as well as a maximum file size for the log file.
  5. Click the OK button.

Extra: Recovering Lost Data

If, for any reason, all contacts, calendar, tasks, or notes information has been deleted from Outlook or the server, you can restore what has been previously synchronized. To recover data, do the following:

  1. In Outlook, select Sync for Outlook / Go to.
  2. In the Sync for Outlook window, select Tools / Recover.
  3. Select the direction in which you want the data to be copied. Be careful to choose the correct direction for recovery.
     
    Recover direction.
     
    Note: When you choose the first option (Replace all of the Outlook data with data from the server), we suggest that you delete all shared data from Outlook first (such as shared calendars and company directory), and then perform the recovery. This ensures that your data will be updated properly.
  4. Check the box next to each Item you want to recover.
     
    Note: Depending on your use of Outlook, the options you’ve previously set up, innate sync limitations, and the differences in storage capabilities of the sync server and Outlook, data may not necessarily be recovered in every category, and some fields of some data items may not be restored.
  5. Click the Recover button. The Recover dialog box closes, and status messages appear in each of the buttons listed in the main plug-in window. When the recovery is complete, the status bar will display "Sync ended."

Extra: About Shared Data

Our sync server allows synchronization of shared data. In particular, we offer the ability to synchronize shared calendars. All calendars listed in your Shared Calendars list will be included in the synchronization, even if the check box is not checked.

To disable shared calendars or shared contacts, do the following:

  1. In Outlook, select Sync for Outlook / Options.
  2. Click the Sync icon,  located in the left-hand column.
  3. Click the Details button for Calendar or Contacts.
  4. Uncheck the Shared box.
  5. Click the OK button.

Extra: Checking for Updates

The Sync for Outlook plug-in is able to check for new versions. In order to check for a new version, do the following:

  1. In Outlook, select Sync for Outlook / Go to.
  2. In the Sync for Outlook window, select Help / Check for Updates.
  3. A window will open with the current version of the plug-in as well as the new version, if available. If a new version is available, you may click the link provided to download the installer.

Note: Read the new manual after installation and check for any special instructions regarding the upgrade.

About the Plug-in

The Sync for Outlook plug-in is based on Funambol’s Outlook Plug-in version 6.0.14. The source code is available on our website. The plug-in is designed to work with our Funambol Data Synchronization Server and the extensions we have added. The plug-in is not guaranteed to work as intended when used with servers hosted by other providers.

Use Company Directory as an Address Book

After you sync Outlook with your Globi Email account, you can make the Company Directory an address book in Outlook.

  1. In Outlook, click the Contacts tab.
     
    Contacts tab highlighted.
  2. Right-click the Company Directory contact list and select Properties.
  3. Click the Outlook Address Book tab.
  4. Select the Show this folder as an e-mail Address Book check box.
  5. Click the OK button.

If you would like to make the Company Directory the default Address Book, perform the following steps:

  1. In Outlook, click Tools and select Address Book.
  2. In the Address Book window, click Tools and select Options.
  3. Click the Show this address list first drop-down menu and select Company Directory.
  4. Click the OK button.

Use Sync for BlackBerry  

Requirements

Notes

Installing the Plug-in

Installing software on a BlackBerry can be done in two ways. If your service provider and your device support it, you can install over-the-air. Otherwise, you will need to download the software to your PC and install it through the BlackBerry Desktop Manager.

Installing Over-the-Air

In order to install software on your BlackBerry over-the-air, your device and service provider must support it. If you are unsure if you have this capability, you may attempt the steps below, or contact your service provider for assistance.

  1. Open the internet browser on your device.
  2. Press the Menu button and select Go To.
  3. Type in the following URL:
    http://sync.emailsrvr.com/bbota.html
  4. Special update messages will be posted on the first screen. If it does not redirect to the download page, click the here link.
  5. Select the Download button.
     
    • After download, you should see a confirmation screen. If you get an error or do not see such a screen, your device and/or service provider likely do not support over-the-air software installation, and you will need to install the software from your PC.
       
      Success confirmation.
    • If you are performing an upgrade, you may be prompted to confirm installation. You must restart your device after upgrading for the upgrade to take effect.
  6. When the installation is complete, you may run the program from your home screen.

Installing from your PC

In order to install software on your BlackBerry from your PC, you will need the BlackBerry Desktop Manager software. This is available through your service provider or through BlackBerry directly. You should use the software that matches the version of your BlackBerry operating system.

  1. Download the Sync for BlackBerry zip file at:
    http://sync.emailsrvr.com/client/blackberry-plugin.html
  2. Unzip the archive to the location of your choice.
  3. Start the BlackBerry Desktop Manager if it is not already running.
  4. Connect your BlackBerry to your PC. At this point the BlackBerry Desktop Manager should indicate that a connection has been established.
  5. Select Application Loader.
  6. Click the Next button.
  7. Click the Add button.
  8. Browse to the location where you unzipped the archive in Step 2.
  9. Select the .alx file, and click the Open button.
  10. Check the Sync for BlackBerry box.
  11. Click the Next button.
  12. Click the Finish button. When complete, an icon will appear on your BlackBerry home screen.

Configuring the Plug-in

  1. On your device, open the Sync for BlackBerry plug-in.
  2. Press the Menu button and select Configure.
  3. In the first section, configure your account information. Your email address and password are required. The Server URL default should be:
    http://sync.emailsrvr.com/funambol/ds
     
    Config screen.
  4. Configure additional sync settings, as desired.
  5. From the menu, select Save.
     
    Note: By default no applications are selected to sync. Check the boxes next to the applications that you want to sync.
     
    App selection.
     

Using the Plug-in

To sync manually, do the following:

  1. On your device, open the Sync for BlackBerry plug-in.
  2. Press the Menu button and select Synchronize.
  3. You may begin a sync in multiple ways:
     
    • Select Sync All to synchronize all categories.
    • Highlight Sync All, and press the Enter button.
    • Highlight a specific category you want to synchronize, and press the Enter button.
  4. The screen will update with the current sync status.
     
    • If you would like to cancel the sync, open the menu and select Cancel Sync. Cancelling may take several seconds.
    • You may leave the Sync screen at any time by selecting Hide from the menu, or pressing the Back button.
    • You may return to the Sync screen during the sync.
    • Each category will sync separately, and will wait for pending syncs to finish before beginning.
  5. While the sync is in progress, you may close the plug-in and use your device normally.

Extra: Upgrading the Plug-in

The plug-in will automatically check for updates to the software. When an update is available, you will be notified by a pop-up, and the Download Upgrade menu option will appear.

  1. On your device, open the Sync for BlackBerry plug-in.
  2. Press the Menu button and select Download Upgrade.
  3. You will be asked if you would like to perform an over-the-air update. If yes, follow the instructions in the section of this document labeled "Installing Over-the-air." If no, follow the instructions in the section of this document labeled "Installing from your PC."

Extra: Recovering Lost Data

The plug-in is capable of restoring lost data to and from our server.

  1. On your device, open the Sync for BlackBerry plug-in.
  2. Press the Menu button and select Recover.
  3. Select Next when prompted with information about how the recover process works.
     
    Next button.
  4. Indicate the direction for the restoration, either to or from our servers.
  5. Select one of the four categories of data to recover, or All Enabled to recover all data.
  6. The sync home screen will be displayed, tracking the progress of the sync.

Note: Recovering data to our servers will not restore event attendees or any non-popup alerts.

Extra: Uninstalling the Plug-in (From the Device)

  1. On the home screen of your BlackBerry, select Options.
  2. Select Advanced Options.
  3. Select Applications.
  4. Locate ‘blackberry_sync_plugin’.
  5. Press the Menu button.
  6. Select Delete.
  7. You may be asked to confirm that you want to delete the application.

Extra: Uninstalling the Plug-in (From your PC)

  1. Start the BlackBerry Desktop Manager if it is not already running.
  2. Connect your BlackBerry to your PC. At this point the BlackBerry Desktop Manager should indicate that a connection has been established.
  3. Select Application Loader.
  4. Uncheck the Sync for BlackBerry box.
  5. Click the Next button.
  6. Uncheck the Funambol-Based Sync for BlackBerry box.
  7. Click the Next button.
  8. If you do not plan to reinstall the plug-in at a later date, click Advanced, check the Erase all application data box, and then click the Next button. You may choose to back up data, if you desire.
  9. Click the Finish button.
  10. Click the Close button.

Extra: Sending the Error Log

If an error occurs during sync, you can send the error log directly to our support team. After the error occurs, press the Menu button and select Send Logs. If you think an error has occurred but you received no error message, you can type log while in the application to access the menu. Then click Send Logs. You will be prompted with further details for contacting support.
 
Send error log.

Extra: Synchronizing the Company Directory

  1. From the Sync home screen, press the Menu button and select Configure.
  2. To sync your company directory, check the Company Directory box, located below the Sync Contacts item.
     
    Important: If you ever decide to disable sync’ing the company directory, you should immediately perform a recover of your contacts from the server  (see the Extra: Recovering Lost Data section). Failure to do so can result in your company directory data being added to your personal contacts.
      
    Note: Synchronization of other shared data is not supported.

Extra: Disabling Auto-Add for Incoming Invitations

BlackBerry automatically adds incoming invitations to your calendar, which can sync to our servers before you’ve had a chance to respond to the invitation. This can often lead to what appears to be duplicate events, if you later respond to the invitation from webmail or another email program.

To prevent these potential duplicates, you can check the box in the Configuration window to Disable Auto-Add for Incoming Invitations (for more information, see the "Configuring the Plug-in" section, above). If you enable this option, a summary of the event details will replace the event in your email, and you should then respond to emailed invites from webmail or another email application.
 
Disable auto-add.

About the Plug-in

The Sync for BlackBerry plug-in is based on Funambol’s BlackBerry plug-in version 3.0.7. The source code is available on our website. The plug-in is designed to work with our Funambol Data Synchronization Server and the extensions we have added. The plug-in is not guaranteed to work as intended when used with servers hosted by other providers.

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