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2011 Practice Management Annual Conference
Exchange Synchronization Best Practices
Bill Ayres, Circle Management Group, LLCMark McCray, LexisNexis
September 24, 2011
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Agenda
Introduction
Current Exchange Sync
Questions
Exchange Sync 11.1
Breaking News (If needed)
Questions
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Introduction
• Mark McCray – Mark is one of the original developers of Time Matters. Hired by Data.txt in April of 1999, Mark began working at LexisNexis when Data.txt was acquired in 2001. Mark presently serves as a consulting software engineer on Time Matters and Billing Matters as well as other related projects. Mark recently served as Architect on the Mobility Project and is currently working on the new Exchange Sync.
• Bill Ayres – Bill performed as the customer support manager for Time Matters for seven years (both pre and post LexisNexis involvement). In 2009, Bill started a consulting company (Alliance Professional Consulting Group, LLC) and became a Time Matters CIC and is certified in versions 7.0 thru 11 as well as the LNTPA platform. In 2010, Bill became a partner with Circle Management Group, LLC.
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Current Exchange Sync
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Current Exchange Sync
•Current Exchange Sync− Available Now− Supports Microsoft Exchange 2003 and 2007− Supported throughout TM V11, V12 TBD
• Exchange Sync 11.1− Presently in Development− Available 4th Qtr. 2011− Supports Microsoft Exchange 2007 and 2010− TM V11.1 and above
Exchange Sync Versions
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Current Exchange Sync
Overview
•Pre-Requisites− Time Matters V11.x installed− Microsoft Exchange 2003 or 2007 setup and running− Current TM Exchange Sync Installed
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Current Exchange Sync
Microsoft Exchange
•Make sure that Outlook is configured for web access and the users can access Outlook via a web browser.(Ex. https://servername/exchange/jdoe) −Note: The Exchange sync will not work if you are using OWA
with your virtual directory.(Ex. https://servername/owa/jdoe). It is also important to understand that if users are unable to access Outlook through the web the TM exchange sync will not work.
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Current Exchange Sync
•Make sure forms based authentication is in place− In some cases, a Windows authentication screen will display
prior to the Outlook Web Access login. This is okay as long as it authenticates and takes you to the exchange login screen
− The login information should be displayed in the web page as shown in the picture below and not via a Windows pop up login box:
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Current Exchange Sync
Time Matters Exchange Sync Setup
•Make sure that you have the TM userid, Windows username and password, domain, OWA url, and the users email address
•When testing the user connection you may receive an error− If you receive error 503, append the full email address to the
end of the mailbox url (ex. https://law.com/exchange/[email protected])
− In some cases, the username and the email address may be different. (ex. Username – johndoe, email – [email protected]) If this is the case, try substituting the username and the end of the url with the full email address.
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(New Exchange Sync)Exchange Sync V11.1
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Exchange Sync V11.1
Features
•Available in Time Matters 11.1- 4th Qtr. 2011•Basically the same feature set (a few enhancements)− No lost functionality
•Setup remains basically the same, some streamlining•Import of setup and matching from Exchange Sync V1 provided•Outlook recurring events are now fully supported•Corrected known V1 defects
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Exchange Sync V11.1
•WEBDAV – No longer supported•Architecture limitations− Not reusable− Difficult to modify
Why?
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Exchange Sync V11.1
Recurring Events
•Supports limited and “no end date” Outlook events•Multiple TM Events are created •Change Master Event in Outlook will change all TM records•Change a single event in TM will create an Outlook exception
occurrence
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Exchange Sync V11.1
New Architecture
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Exchange Sync V11.1
Basic Upgrade Steps
•Backup, Backup, Backup •Install, Configure and Test Microsoft Exchange − MS Exchange must be fully functional before setting up TM
Exchange sync.− Including the moving of existing Exchange Data (Contacts, Events,
etc.) into the new Microsoft Exchange Server•Install Time Matters V11.1 or later•Install and Configure TM Exchange Sync V11.1•Run the TM Exchange Sync import to prevent duplicate records
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(If needed)Late Breaking News
