Enabling synchronization with Exchange Server

To enable synchronization between Exchange Server and NexJ CRM, you need to use NexJ Studio to configure the environment, NexJ Admin Console to configure connections, and the Exchange Management Shell to create necessary Exchange users. You may also need to disable throttling.

Before you can enable synchronization, ensure that SSL has been correctly set up on the application server.

Note

During synchronization, up to 10 MAPI named properties are added to the mailbox stores used by synchronized users’ mailboxes. These named properties are used by the NexJ Add-In for Microsoft Office. Ensure that the mailbox stores have enough capacity to create these named properties. Failure to do so can result in an inability to synchronize the users whose mailboxes use the mailbox store.

During synchronization, up to 10 MAPI named properties are added to the mailbox stores used by synchronized users’ mailboxes. These named properties are used by the NexJ Add-In for Microsoft Office. Ensure that the mailbox stores have enough capacity to create these named properties. Failure to do so can result in an inability to synchronize the users whose mailboxes use the mailbox store.

Info

Synchronization occurs only for users with valid Exchange email addresses.

To enable synchronization:

1. Using Exchange Management Shell, set up an Exchange user with impersonation privileges. See Configuring Exchange users with impersonation privileges.
2. To improve performance, configure the Exchange server to disable throttling. See Disabling throttling for Exchange Server.
3. Configure Exchange-related channels using NexJ Studio.
   1. Configure a mail channel.
   2. Configure one or more sender channels.
   3. Configure a notification receiver channel.

   For details about configuring channels, see Creating channel connections.

   For suggested mail channel configuration, see Mail channel settings for a typical NexJ CRM deployment.

   For suggested sender and receiver channel configuration, see Channel settings for a typical NexJ CRM deployment with Exchange Server.

4. Add and configure the Exchange servers as synchronization targets, using the Synchronization page in NexJ Admin Console. See Adding synchronization targets for Exchange Server.
5. Specify global options for each Exchange server, using the Synchronization page in NexJ Admin Console. See Configuring global Exchange synchronization options.
6. Specify which information should be synchronized between NexJ CRM and Exchange by updating your system's user options, using the Personalization page of NexJ Admin Console. See Enabling Exchange synchronization features.
   All available information is synchronized by default. Specify the user options only if you do not want some information synchronized.
7. For each user, create links to folders on the Exchange server.
   To create the links manually for an individual user, use NexJ Admin Console. See Creating individual links to folders on the Exchange server. To create the links for a number of users at the same time, use an SQL script. See Creating multiple links to folders on the Exchange server.