BlueTie DirectConnect User Manual
Contents
1. Bluelie BlueTie DirectConnect User Manual Version 1 00 0000 Table of Contents Introduction AA e A A R TT A 3 System REqUuIrementSs 772 791222 eare nanru Aarra nae cea Vet ONI ENAERE EUI ONEA Fee HFRHRHRrRRFF Fre IRRE 3 Operating System Sema rana e e e EE E A E 3 EWEN 3 Client Software Outlook AAA 3 IN UE en EE 3 MSTA PINOLE SS sacs ox cece cece E E E E RIFF 3 installation okoa 10 IE EAA AAE A E E EA A iinet E E eet E 3 First Time EE GR 6 Setup N ZA ee A A A E 7 HEED EE a E ee ee 7 Conflict Resolution Gettngs 9 Contact Manager Settings nn 10 lee EIERE EE EE EE EE ee EE EE 11 REEL e e tae 12 System Tray DirectConnect Settings 44444ssnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnnn anne 14 Authentication Tab 15 Settings A e 15 II K EE 16 DirectConnect Updates AAA 16 Outlook Client Updates rrinin T E eee 16 Field Mapping Information na 17 Tasks E 17 Rule le EE 17 Contacts AAA 18 Display Name File Ae 19 Limitatons cc eeeeeeeeee cece eect ceca eee eter eee e ceca eee e eee eee aaa ee eee e eect a aaaee eee eeececaaaaeeeeseeeesecsaeeeeeeees 19 Ee ET 19 le 20 Additional f Oa O e T ar Tree views eit rar EIER EHE eter 20 sales and General InformatOM E 20 Customer Service and Technical Gupport 20 Introduction DirectConnect is the first desktop application connector that gives you a real time connection between BlueTie s back end BlueTie Server and Outlook on the desktop Dire2. Last First Middle Company Company Last First Middle Email Address BlueTie only Nickname BlueTie only Limitations Only contacts from the Contacts folder will be transferred to BlueTie in this version of DirectConnect All personal contacts from BlueTie will be transferred to the Contacts folder only Calendar The following mappings will be used in Calendar DirectConnect Outlook BlueTie Subject Title 255 char limit Start time Start time End time End time 19 Notes Description 1000 char limit Reminder Reminder Importance Priority Private Personal Recurrence Repetition matches Outlook Attendees Meeting Attendees Creation Time Scheduled At The following items will be transferred Appointments Meetings 1 or more attendees All day events Birthdays and anniversaries will not be transferred as Outlook takes care of them based on the data in Contact Manager Holidays will not be transferred as Outlook keeps its own holiday s database Reminders Reminders will NOT be transferred with BlueTie at this point However they will be stored locally on your machine and you will still be able to use Outlook s reminders feature as long as the Outlook client is open Additional Information Contact a BlueTie representative to discuss how BlueTie s messaging and collaboration solutions can help you make the most of your customers Sales and General Information Toll Free in US 1 800 BLUE TIE
3. DirectConnect release tup Wizard 3 Next you will be selecting the direction that you would like the information to be transferred You will have three choices to choose from a b CG One way Transfer from Outlook To BlueTie One way Transfer from BlueTie To Outlook Two way DirectConnect Synchronize Direct onnect Setup Wirard Personalize your settings For the derection of data transfe Transfer Direcbaon C Ge Wa Quilook To Blue The Oniy irand er data From Catkook bo Blue Te C One Mary Glee Tie To Outlook Oniy transfer dete From BlueTie bo Outlook T Ter Way DirectDonnect traiter Two way data trand er 4 Next you will be asked for to choose Conflict Resolutions options The option chosen will determine how the software should handle conflicts duplicate records in both systems Conflict Resolution Settings A conflict is considered to be a modification made to the same field of the same item contact appointment meeting task or email on both Outlook and BlueTie since the last DirectConnect Three settings will be available BlueTie overwrites Outlook Data coming from BlueTie for the particular field of that particular item will overwrite Outlook data for the corresponding field of that item Outlook overwrites BlueTie Data coming from Outlook for the particular field of that particular item will over write BlueTie data for the corresponding field of that item Split items to preserve data
4. 258 3843 Phone outside US 1 585 244 5000 Fax 1 585 244 5005 Website www bluetie com Customer Service and Technical Support Toll Free in US 1 800 BLUE TIE 258 3843 Option 3 Phone outside US 1 585 244 5000 Option 3 Fax 1 585 244 5005 Website www bluetie com 20
5. Modified field will be compared for equality If they are equal no updated will be made If they are different new items will be created on Outlook and BlueTie and both versions of modified items will be saved into those items Contact Manager Settings Conflict Resolution Rules BlueTie overwrites Outlook if the same data contact is modified in both BlueTie and Outlook the changes from BlueTie will overwrite the changes in Outlook Outlook overwrites BlueTie if the same data contact is modified in both BlueTie and Outlook the data changes from Outlook will overwrite the data changes in BlueTie Create different entry with data from BlueTie if the same data contact is modified in both BlueTie and Outlook a new contact with the modifications made in BlueTie will be added to Outlook DeseckCeeumect Setup Wizard Calendar Settings The first option will allow you to choose to transfer only appointments occurring after a specified date This option is useful if you no longer have the need for old appointments BlueTie overwrites Outlook if the same data calendar is modified in both BlueTie and Outlook the data changes from BlueTie will overwrite the data changes in Outlook Outlook overwrites BlueTie if the same data calendar is modified in both BlueTie and Outlook the data changes from Outlook will overwrite the data changes in BlueTie Create different entry with data from BlueTie if the same data cal
6. ard val notai Ble Te Darot Connect om your computer To continue chick Mice WARNING This program is probected by copsright knw andi international reaties Click Next to continue If you agree to the terms click accept the terms in the license agreement Blue Tie Direct Connect InetellShield Wizard BlasTie End User License Agreement EULA DAFORTANT READ CAREFULLY BEFORE USING THES SOFTWARE Do not use the Software until you have carefully reed the Following Agreement is Agreement sets forth the terms and conditions for licensing of the Softeare om SlueTis to pow and installing and using the Softmare indicates that you have read and understand this Agreement and accept its terms and conditions is End User License Agreernent for certain Biere Product Agreement z a legal agreement between pou af r an india er an entity and AlumT e Int and pe suooliers and licensors Coolactivel BlueTie for the BlueTie a Next you will be asked to enter in your full name and organization s name In this screen you will also have the option to install the application for any person who uses your computer or reserve DirectConnect to be used only by you Te Direct Conner stalshield Wirsrd Next select the location where you would like DirectConnect to be installed on your hard drive The Location screen will allow you to choose where the files will be stored Once you have chosen the location installation of Di
7. ctConnect gives you a collaboration tool plus an instant disaster recovery solution If your Outlook data ever becomes corrupted or if your computer ever fails you will always have a secure version of your data stored on BlueTie Server System Requirements Operating Systems Supported on the following operating systems Windows 2000 Windows XP Hardware Personal computer with an Intel Pentium 233mhz or higher processor Pentium Ill recommended Client Software Outlook DirectConnect supports the following versions of Microsoft Outlook Outlook 2000 Outlook XP Outlook 2003 Installation Installer Notes The DirectConnect Installer is available at www bluetie com support asp website The installer will detect which version s of Microsoft Outlook are available on your computer and will prompt you to choose a version Keep in mind a version of Outlook must be selected before you can start the download Note if you have only one version of Outlook installed you will not be prompted to choose a version Installation procedure After the DirectConnect File is downloaded to the desired location on your machine double click on the icon to begin the installation wizard You will be greeted with a Welcome Screen This screen will allow you to begin the installation of DirectConnect 3 Us Dk Tie Derech Connect InstalSbeld Wizard Welcome to the InstallShield Wizard for Blue Tie Direct Connect The sta FUI Wiz
8. endar is modified in both BlueTie and Outlook an appointment with the changes that were made in BlueTie will be added to Outlook Task Settings You are given the option to select transferring only incomplete tasks i e if a task has been completed or checked off the task will not transfer BlueTie overwrites Outlook if the same data task is modified in both BlueTie and Outlook the data changes from BlueTie will overwrite the data changes in Outlook Outlook overwrites BlueTie if the same data task is modified in both BlueTie and Outlook the data changes from Outlook will overwrite the data changes in BlueTie Create different entry with data from BlueTie if the same data task is modified in both BlueTie and Outlook a task with the changes that were made in BlueTie will be added to Outlook Birertlonnect Sebup Werard 5 The next screen will allow you to pick the synchronization interval with available choices of a Manual DirectConnect i This will require you to manually synchronize every time you wish to update your information b Automatic DirectConnect i Will be started automatically based on the following time intervals 1 IK de TTT a Setup Wizard oa P N 20 minutes 30 minutes Every Hour Every 2 Hours Twice a day Once a day 6 The final screen will allow you to launch the DirectConnect IDpezttnpnpect Sebup Wired System Tray DirectConnect Settings DirectCo
9. ion has been installed Changing the Outlook application will prompt you to update DirectConnect as well Field Mapping Information Tasks The following mapping will be used in tasks DirectConnect Outlook BlueTie Subject Title 240 char limit Notes Description 1000 char limit Due Date Due Date Status Status Priority Priority No other fields from Outlook or BlueTie will be processed at this point Limitations Only tasks from Tasks folder will be transferred with BlueTie in this version of DirectConnect Contacts The following mapping will be used in contact manager application DirectConnect Outlook Full Name Title First Name Middie Name Last Name Suffix Nickname Birthday Anniversary Company Job Title E mail Spouse name Web page address E mail 2 Business Street Business Street Business City Business State Province Business ZIP Postal code Business Country Region Home Street Home Street Home City Home State Province Home ZIP Postal code Home Country Region Business Phone Business Fax Assistant Phone Home Phone Home Fax Mobile Phone BlueTie Display Name 255 char limit Title 255 char limit First Name 255 char limit Middle Name 255 char limit Last Name 255 char limit Suffix 255 char limit Nickname 255 char limit Birthday Anniversary Company 255 char limit Job Title 255 char limit Email 255 char limit Spouse 255 char limit Website 255 char limi
10. nnect settings are available through the separate Setting Screen that you can access by right clicking on the DirectConnect Icon in the system tray located at the bottom right of your computer by the Computer s clock The screen will contain a number of tabs DirectConnect Authentication Tab This will be where your can put your Login Information and choose whether to save the Username and Password Settings Tab You can modify the settings that were created during the initial setup for tasks calendar contacts and eventually email Rules Tab You can modify the frequency in which DirectConnect will synchronize and what items will be synchronized calendar tasks contacts and eventually email and also the transfer direction i e two way DirectConnect One Way Outlook to BlueTie and One Way BlueTie to Outlook Tigre e Desi C re We Gutiosk To Ti Ciri arae An trari abc ba Pais gt Greg Weg Eh Tin To Dein ir era dain hors Bal to Clio E Ten WWae Dedi emeni rerata j Tara ey data bork DirectConnect Updates Updates to the software are done automatically You will NOT prompted to pick the location or choose any action The process will be entirely automated If the DirectConnect process detects that there is an update available it is uploaded and installed to your machine Outlook Client Updates If the Outlook client has been updated BlueTie s DirectConnect will automatically detect that an updated vers
11. rectConnect will begin Chez Mast bo real tho this Folder or click Charge to install bo a different Folder A Once the installation is complete there will be a notification that the application has successfully installed 7 flur T Der Connal nst aeh Wisard Ready fe Install the Program The wand rach bo begin melal First Time Transfer Before you can begin using DirectConnect it is recommended that first you complete the setup wizard before attempting to sync Double click on the DirectConnect icon on your desktop and the BlueTie DirectConnect Wizard will open Setup Wizard The following steps will be involved in the Setup Wizard 1 You will be asked for your BlueTie username and password It is recommended that the box for Save Username and Password be checked for your convenience so as not to be prompted each time you use the DirectConnect application Note If you change your password from the main website this login will need to be manually updated Authentication Your username and password can be entered here with a choice of auto login at the start of the sync If the auto login option is not selected you will be prompted for your username and password prior to the start of every sync recht orepch Setup VW rzarg 2 You will have the option of choosing which applications you would like to synchronize a 2 9 O Task List Calendar Contact Manager Email will be available in a later
12. t Alternate Email 255 char limit Business Address line 1 255 char limit Business Address line 2 Business City 255 char limit Business State Province 255 char limit Business Zip Postal code 255 char limit Business Country 255 char limit Home Address line 1 255 char limit Home Address line 2 Home City 255 char limit Home State Province 255 char limit Home Zip Postal code 255 char limit Home Country 255 char limit Business Phone 255 char limit Business Fax 255 char limit Assistant Phone 255 char limit Home Phone 255 char limit Home Fax 255 char limit Mobile Phone 255 char limit 18 Other Phone Other Phone 255 char limit Pager Pager 255 char limit Notes Notes 1000 char limit Assistant s name Assistant s name 255 char limit Manager s name Manager s name 255 char limit Department Department 255 char limit Office Office 255 char limit IM Address IM Address 255 char limit Mailing Address Mailing Address flag No other non user defined field from Outlook or BlueTie will be transferred at this point Contacts with empty File As field will NOT be transferred to BlueTie If you modify previously transferred contact to an empty File As field the modification will be ignored on BlueTie side Display Name File As Display Name settings on BlueTie will be matched to Outlook settings plus BlueTie will have two additional options Custom Last First Middle First Middle Last Company
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