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Add2Exchange Testimonials Minimize
We have been using Add2Exchange for almost 3 years now.  The issue we had which prompted us to source a resolution was our most senior police officers did not use their own private calendars within Outlook but instead worked from a shared Public Calendar. This was updated by numerous people. When we introduced Blackberry this caused us a major problem. It was apprent after some research that there weren't too many products on the marketplace that could solve this for us. Add2Exchange has worked for us for a number of years now and continues to do so very effectively. - David H., UK
 
Great product. Pretty much: set it and forget it. - Andrew L.
 
Add2Exchange works the best with Exchange and BES Server. ...very good service & support..easy to use and work with. - Chris C, IT consultant
 
Affordable product! with great support! - David H., end user

We needed to have shared calendar rep'ed to mobile phones on several persons, Add2Exchange solved this perfect. I was reviewing 3 solutions, Add2Exchange was basically the only one working properly. - Brian D., end user

Other Solutions & Add Ons Minimize

Add2Exchange Standard Edition for Calendars, Contacts, Tasks
Overview | Features & Benefits | Synchronization Concepts | Pricing | Add2Exchange Value Editions | FAQ | Success Stories
 
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View Add2Exchange Installation Guide (PDF)

Awarded 2nd runner up in the 2010 Readers' Choice Award for Exchange Mobility and Wireless solution,  Add2Exchange™ is an Exchange server add-on solution offering total 4-way replication & 8-way folder synchronization of all server-side Outlook Calendar, Contact, & Task folders. Add2Exchange offers synchronization for three folder types Add2Exchange for Calendars, Add2Exchange for Contacts, & Add2Exchange for Tasks. Add2Exchange has been optimized to work with BlackBerry Enterprise Server (BES). We have a free fully functional 21 day trial version available in our Downloads area.

MSE_ReadersChoice_1Runnerup_88x51.gif

Using “Information Relationships”, Add2Exchange can copy and sync information one-way or two-way back and forth between individuals or groups. Appointments, Contacts and Tasks are sent to public folders from users, to private folders from public folders and from private to private individuals so teams can access the information easily in Outlook or on the ever ubiquitous PDA and smartphones. Having this information automatically makes the team faster, more productive and more valuable.

Outlook folder synchronization with Add2Exchange:

  • Sync 2 Outlook folders
  • Sync Outlook personal folders with Exchange public folders
  • Sync 2 public folders
  • Sync information between public folders and Windows Mobile smartphones, pocket pcs, Blackberry handhelds, iPhone 3g, PDAs, & other mobile devices
  • Sync Blackberry to Blackberry
  • Sync public folder contacts or calendars with your Blackberry device wirelessly
  • Shared Outlook calendars, contacts, tasks

Add2Exchange is a folder sync solution for synchronizing Outlook calendars, contacts, tasks between Microsoft Exchange public folders, Outlook personal folders, and/or Windows Mobile devices.  Add2Exchange copies the contents of one folder to another, then periodically determines whether changes to the source folder have occurred and synchronizes those changes.

Add2Exchange Key Points

Type of replication:

  • Private to Public, AND
  • Public to Private, AND
  • Public to Public, AND
  • Private to Private, AND
  • OST (Offline Folder) Aware

Number of Relationships: One to Many (tied) and Many to One (tied)

Replicates New Items: 4 ways

Synchronizes Changes: 8 ways

Add2Exchange is a non-proprietary solution that will work with ANY manufacturer's mobile devices as long as the device syncs with Outlook. If it was proprietary, the sync solution would be designed to work specifically for one brand/type of mobile device. If a few months or years down the road your organization decides to trade in your BlackBerry devices for Treo smartphones (or vice versa), you would have to find and invest in a new sync solution.  With Add2Exchange, it doesn’t matter what brand your device is as long as it syncs with Outlook. Your organization can use the same devices, or have a mix of devices from one or multiple manufacturers and the system will work as expected. Also, when Microsoft or RIM change their infrastructure, the Rapid Application development technologies used by DidItBetter.com make Add2Exchange work as you expect.

 


Features and Benefits

Add2Exchange is a non-proprietary solution that will work with ANY manufacturer's mobile devices as long as the device syncs with Outlook. If it was proprietary, the sync solution would be designed to work specifically for one brand/type of mobile device. If a few months or years down the road your organization decides to trade in your BlackBerry devices for Treo smartphones (or vice versa), you would have to find and invest in a new sync solution.  With Add2Exchange, it doesn’t matter what brand your device is as long as it syncs with Outlook. Your organization can use the same devices, or have a mix of devices from one or multiple manufacturers and the system will work as expected.


Trial Version New and Improved Features: 

  • New! Try each folder rtype (Calendars, Contacts, and Tasks) for 20 days! Each trial begins when the first relationship is built for that folder type.
  • New! Try the Add2Exchange Cloning Module for free. The trial version of Add2Exchange allows the Relationship Cloning Module to clone one relationship. Once licensed, the Add2Exchange Relationship Cloning Module will clone an unlimited number of folder relationships.
  • Improved! For trial users, you can create up to 500 relationships during each folder type trial period.
  • Improved! Easier Installation! Select from the Microsoft Exchange Server’s name or enter a cluster name manually.
  • Improved! If installed before, Add2Exchange takes the previous settings and does not lose relationships.
  • Wirelessly sync public folders to BlackBerry handhelds and other mobile devices! Add2Exchange will synchronize a public Exchange folder to your Outlook private mailbox folder, so you can use BES or other standard sync software to further wirelessly sync your Outlook private mailbox folder to your mobile device.

Flexible Licensing

  • Add2Exchange licenses are sold by number of folder relationships (not users, not devices) and by folder type(Calendars, Contacts, and/or Tasks) in a single Exchange Organization Unit (EOU). We offer 2, 4, 6, 10, 20, 50, 100, 250, 500 licenses for each folder type. You can purchase an Add2Exchange single folder type (Calendars or Contacts or Tasks), an Add2Exchange Sync Bundle (Calendars and Contacts, Contacts and Tasks, or Calendars and Tasks),  an Add2Exchange Sync Suite (Calendars, Contacts and Tasks), or an Add2Exchange Value Edition. Additional EOU and Additional Server licenses are also available at a discount. Click here for pricing.

 Usability Highlights:

  • Free Confidentiality Module. If users want to determine what gets copied to destination for a relationship, they can specify a user definable character to signify which items get copied to simply block out the time slot. For example, if you have a personal appointment and you do not want the details replicated to the public calendar but you do want everyone to know that you are unavailable, you can place a user definable character such as (*) in the subject line of the appointment and have that time blocked out as unavailable on the public calendar.
  • New! Handles recurring events without having to set the prior date to the first master occurrence of the item, and does individual event changes.
  • New! Optimization for PDA use: Enhanced synchronization program to track the changes of the Source item without updating all items and still maintaining sync with the Data Repository.
  • New! Add2Exchange offers flexible settings for each relationship when creating a two-way relationship. Now, the Add2Exchange relationship wizard does not assume that the second (of the 2-way) relationship’s settings are the same as the first relationship and offers the ability to select the second relationship’s settings as a separate option.
  • New! Replicate Outlook reminders from the source folder to the destination folder – once the reminders are dismissed in the destination, you can choose not to remind again.
  • Improved! Place Auto Population Text “:” before or after a synchronized Calendar or Task item Subject or Contact File As.
  • Improved! Select Auto Population Text “:” specific to each relationship.
  • Improved! Recopy deleted items from the Source to the Destination folder. The new copy of the item in the Destination folder will then be tied to the Source during the synchronization process.
  • Improved! Add2Exchange now works in Operating Systems with Non-US OS’ regional settings.
  • Improved! If an item is marked private after it replicates to the destination (the item is subsequently marked private) and the relationship option is set not to copy private items, Add2Exchange will now remove the destination item(s).
  • Upgrade the number of relationships for any licensed module by purchasing an Additional Relationships License 
  • Works better than Add2Outlook because there is less WAN and LAN traffic, no user interaction and will not collide with other relationships that are synching.
  • Enables 4 way replication between personal and public folders
  • Automatically copies and synchronizes in the background.
  • When you set up Add2Exchange, you can create synchronous Outlook relationships, such as:
    • From each PRIVATE to one or many PUBLIC, and/or
    • From each PUBLIC  to one or many PRIVATE, and/or
    • From each PUBLIC to one or many PUBLIC, and/or
    • From each PRIVATE  to one or many PRIVATE.
  • Once the relationships are established, you can:
    - Create a new item in any folder and it will be duplicated to all “related” folders.
    - Change an existing item in any folder and it will change the duplicate(s) in all “related” folders.
  • Build as many calendar, contact &/or task folder relationships as you like. Add2Exchange  is licensed based on the number of folder relationships needed by the user. We offer licenses for 2, 4, 6,10, 20, 50, 100, 250, 500 folder relationships (per 1 EOU). Add2Exchange is licensed separately for calendars, contacts, and tasks. See Pricing for more information.
  • Settings are specific to each folder relationship
  • Each unique source folder can be set to synchronize with a different destination folder of the same type (Calendar, Contact, Task)
  • Enhances Outlook's Invite Attendees by tallying those who Accept to the appropriate public calendar(s).
  • For mobility considerations: Works with any PDA, Pocket PC, BlackBerry handheld, Treo Smartphone, Outlook Web Access and OST files. Now public or shared appointments, contacts, and tasks can duplicate to your private mailbox, so they can be synchronized to your PDA; and from your PDA to your private, and back to a public or shared folder; if you configure it accordingly.
  • When installing Add2Exchange™, you may choose to synchronize existing appointments, contacts & tasks in users’ folders by:
    - only synchronizing non-private items;
    - synchronizing all items regardless of private status;
    - marking existing items private and then synchronizing; or
    - marking existing items private and then not synchronizing
  • Works with any language of Microsoft Windows (English, Spanish, German, French, etc.)
  • Works with Outlook 2000 to 2007 and Exchange 2000 to 2007

Benefits

  • Installation is centralized and takes place only on the server. No workstation software needed! -- see our installation guide
  • Smooth Integration with Microsoft Outlook. Once set up, the solution runs in the background of Outlook. Create private or public Outlook calendar appointments, contact or tasks as you do now.
  • Easy to use – NO training needed! You only need to understand how new calendar appointments, contacts and tasks  (public or private) will duplicate to all “related” private and/or public folders.
  • Initial purchase of any license now includes 6 months of FREE software maintenance and 6 months of e-mail support
  • For your convenience, we now offer remote installation services for $149 per session. Please visit our online store to purchase your remote installation service.

Why use Add2Exchange for Calendars as your Outlook calendar synchronizer?

  • Employees can easily view other employees’ calendars by going to a public folder, eliminating messy delegation rights
  • Saves time. Users do not have to make separate calendar appointments in multiple calendars
  • Works great for company-wide, departmental, or group scheduling
  • Efficient tool for mobile professionals. PDA users can easily have public / group calendar items replicate to their private calendar to sync to their portable/handheld devices.
  • Full flexibility in calendar relationships
  • Full flexibility in resource tracking for rooms and equipment
  • Helpful user scheduling and vacation scheduling tool
  • Seamless replication of scheduling and calendar events

Why use Add2Exchange for Contacts as your Outlook contact synchronizer?

  • You want to sync your Public contacts down to Outlook on your PDA, Smartphone, Blackberry, Pocket PC, IPAQ, Palm and other handheld devices.
  • Great for organizations who want a public contact folder automatically populated with private contacts. (a private to public contact relationship). When users create contacts, your business can manage, update or edit those Outlook contacts and replicate the changes back to users contact records. (a public to private contact relationship)
  • Great for management! Employees come and go and so do their contacts. Sync your employees’ contacts with yours (a private to private contact folder relationship) or to a master contact folder (a private to public contact relationship) so you have the most up-to-date contact information for your company.
  • Great for team projects! Share your contacts with your team members (a private to private contact folder relationship) to improve communication and team productivity. Your sales team uses Microsoft Outlook for contact management and needs to have copies of all prospects duplicated to a public Outlook contact folder so they can own and manage leads efficiently.
  • Great for departments! Share your contacts among or between departments. With Add2Exchange for ContactsTM, sales and accounting departments can set up a public to public Outlook contact relationship, so you don’t have to make a call to get Fred’s number or email address.
  • Automatic and silent synchronization. Who has time for manual synchronization? Save time by using Add2Exchange for Contacts to automatically sync your private and public contacts.
  • Prevent accidental or malicious deletion of valuable leads or client contact information by syncing your employees private contacts to a public (group) contacts folder.

Why use Add2Exchange for Tasks as your Outlook task synchronizer?

  • Teams or groups working on the same task can increase productivity and avoid confusion of what’s been done
  • Managers can effectively track the progress of individual or group tasks
  • Users can share information between departments for easy project management
  • Work groups can meet deadlines by having accurate, up-to-date information on the status of one or more tasks
  • Organizations can centralize tasks for job management and process control
  • Avoid labor intensive copying & pasting. Save time by automatically synchronizing your public and private tasks.
  • Mobile professionals can view their public/private Outlook tasks on their mobile devices and work on them when away from the office

For more information, please read the Quick Start & Installation Guide.


Add2Exchange is an Exchange public folder and Outlook folder synchronization solution for organizations who need to share their Outlook calendars, contacts, and tasks. Add2Exchange also offers Windows Mobile smartphone, pocket pc, PDA, BlackBerry, Palm Treo iphone 3g and other Windows Mobile device users a way to view their Exchange public folder contents (Calendars, Contacts, Tasks) and keep information in sync at the office and on the go!

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Example 1: Private-to-Public Folder Synchronization

Team members want a centralized Calendar containing all the items from their personal Calendars copied to a single Public Calendar for easy viewing of a composite schedule. For each user, the Add2Exchange Administrator will set up a one-way, unidirectional Relationship between each personal (Source) Calendar and the Public (Destination) Calendar. Items made in the Source can be automatically copied and tied to the Destination. The Relationship can be set to copy or not to copy items marked "private" in Outlook.

Example 2: Public-to-Private Folder Synchronization

This type of Relationship is useful if Management wants to place an item in the Public Calendar and automatically have it copied and tied to a user's personal Calendar so items can be synchronized down to mobile devices. This scenario requires a one-way, unidirectional or bidirectional Calendar Relationship between the Public Calendar and each user's personal Calendar. If the user's personal Calendar is to be copied to this (or another public) folder, another Relationship of Example 1 can be set up as well. This is what is termed "two-way synchronization".

For two-way synchronization, you will need two Relationships: a one-way Relationship from Private-to-Public and a one-way Relationship from Public-to-Private. In this case, since the Source and Destination folders are the same pair, the Relationships are symmetric, but not tied together and act independently of one another.

Please Note: For editing in either location and having the edits go back to the Source, the Relationship has to be bidirectional, where the Destination can overwrite the Source. There are many types of Private-to-Public, Public-to-Private, or Private-to-Private folder combinations available – with each Relationship acting independently of the others.

The most common use of Add2Exchange is to synchronize group Calendar, Contact and Task folders to a user's mailbox and vice versa, so that your mobile device synchronization software (such as IntelliSync or Microsoft's ActiveSync or Windows Mobile) can bring it to your mobile device.

One limitation of the current version of Add2Exchange is that all folders must be within the same Exchange Server or Cluster. Add2Exchange can synchronize between Public and personal folders on different Exchange Servers only if there is a trust set up between the Exchange Servers and the public folders are synchronized across the servers. This release of Add2Exchange will not synchronize Private-to-Private across Exchange Servers or without a working trust.

Once installed, you will use the Service Account and the Console to create Relationships. The Console is available from a new shortcut on the desktop. The Console is used to build and manage synchronization Relationships.

For more information on types of folder relationships and scenarios of how Add2Exchange can solve common Relationship needs, click here. Our example uses Calendars but is very similar for Contacts and Tasks.

Add2Exchange does not support synchronization to PST files. If you need to synchronize between a PST file and an Exchange server, our Add2Outlook product supports this feature.
 


Please contact one of our DidItBetter Software consultants for a quick overview on folder relationships and a license recommendation based on your sync needs.  Call 800 837 8636   Outside USA: 001 813 977 5739    View Pricing  

 

Sync Solution vs Sync Bundle vs Sync Suite

You can purchase an Add2Exchange Sync Solution license for a one folder type (Calendars or Contacts or Tasks), an Add2Exchange Sync Bundle (Calendars and Contacts, or Contacts and Tasks, or Calendars and Tasks),  an Add2Exchange Sync Suite (Calendars and Contacts and Tasks).

  • Add2Exchange Sync Solution includes a license for a number of relationships with your choice of one folder type - Calendars (Add2Exchange for Calendars) OR Contacts (Add2Exchange for Contacts) OR Tasks (Add2Exchange for Tasks). For example, when you buy a 100 relationship license of Add2Exchange Sync Solution, you will get a 100 relationship license of only 1 module -- Calendars OR Contacts OR Tasks.  If you buy Add2Exchange for Contacts 50 relationships license, you will be able to create up to 50 relationships for Contacts only.
    View Pricing 
  • Add2Exchange Sync Bundle includes a license with the  same number of relationships for two folder types. Choose 2 folder types: Add2Exchange for Calendars and Contacts or Add2Exchange for Contacts and Tasks or Add2Exchange for Calendars and Tasks. For example, when you buy a 20 relationship license for Add2Exchange for Calendars and Tasks, you will get a license for 20 relationships Add2Exchange for Calendars and a license for 20 relationships of Add2Exchange for Tasks. View Pricing 
  • Add2Exchange Sync Suite includes a license for each of the three folder types: Add2Exchange for Calendars, Contacts, and Tasks. For example, when you buy a 250 relationship license you will receive a 250 relationship license of Add2Exchange for Calendars, a 250 relationship license of Add2Exchange for Contacts and a 250 relationship license of Add2Exchange for Tasks.
    View Pricing 

  

Add2Exchange End User License Agreement

 

Add2Exchange is licensed per EOU on a single (1) server. Price per EOU and per server.
Above Add2Exchange licenses come with 6 months of software subscription and 6 months of email support.


Add2Exchange Standard Edition Sync Value Editions
In addition to our Add2Exchange Sync Bundles and Add2Exchange Sync Suites, we offer Add2Exchange Value Editions, which are bundled with unlimited relationship licenses of Add2Exchange for Calendars, Contacts and Tasks with a 2 or 3 year software subscription plus a service agreement.

 

  Your
Price
Retails Savings Additional EOU License $ Additional Server License $
Add2Exchange Sync Value Editions          
Add2Exchange Sync Gold Edition $5,995 $10,351 $4,356 $2,998 $2,998
(formerly Add2Exchange Enterprise Sync Suite Diamond Edition)          
Add2Exchange Sync Suite license which includes an Unlimited Relationships license of Add2Exchange for  Calendars, Contacts AND Tasks          
*FREE Relationship Cloning Module          
*FREE Confidentiality Module           
*FREE Add2Exchange ToolBox License          
*FREE Add2Exchange Recovery/ Migration Manager License          
*2 yr Software Subscription          
*4 hour Support Service Agreement           
           
NEW! Add2Exchange Sync Gold Plus  $7,150 $11,953 $4,803 $3,575 $3,575
Add2Exchange Sync Suite license which includes an Unlimited Relationships license of Add2Exchange for  Calendars, Contacts AND Tasks          
*FREE Relationship Cloning Module          
*FREE Confidentiality Module           
*FREE Add2Exchange ToolBox License          
*FREE Add2Exchange Recovery/ Migration Manager License          
*FREE FolderMatic License          
*FREE AlertQuest License          
*2 yr Software Subscription          
*4 hour Support Service Agreement           
Add2Exchange Sync Platinum Edition $6,875 $11,569 $4,694 $3,438 $3,438
Add2Exchange Sync Suite license which includes  an Unlimited Relationships license of Add2Exchange for  Calendars, Contacts AND Tasks          
*FREE Relationship Cloning Module          
*FREE Confidentiality Module          
*FREE Add2Exchange ToolBox License          
*FREE Add2Exchange Recovery/ Migration Manager License          
*3 yr Software Subscription          
*8 hour Support Service Agreement           
NEW! Add2Exchange Sync Platinum Plus  $7,995 $13,342 $5,347 $3,998 $3,998
Add2Exchange Sync Suite license which includes  an Unlimited Relationships license of Add2Exchange for  Calendars, Contacts AND Tasks          
*FREE Relationship Cloning Module          
*FREE Confidentiality Module           
*FREE Add2Exchange ToolBox License          
*FREE Add2Exchange Recovery/ Migration Manager License          
*FREE FolderMatic License          
*FREE AlertQuest License          
*3 yr Software Subscription          
*8 hour Support Service Agreement           
DidItBetter Software Diamond Edition          
NEW! DidItBetter Software Diamond $12,500 $16,794 $6,232 $6,250 $6,250
Add2Exchange Sync Suite license which includes  an Unlimited Relationships license of Add2Exchange for  Calendars, Contacts AND Tasks          
*FREE Relationship Cloning Module          
*FREE Confidentiality Module           
*FREE Add2Exchange ToolBox License          
*FREE Add2Exchange Recovery/ Migration Manager License          
*FREE FolderMatic License          
*FREE AlertQuest License          
TaskController Unlimited User License          
DidIT CRM Unlimted User License          
*3 yr Software Subscription          
*15 hour Support Service Agreement           

License price above covers one single Exchange Organizational Unit per server. A software subscription includes free
Level 1 email/phone support for licensed solutions and free updates/upgrades for duration of the software subscription .Additional discounted EOU and server licenses available. DidItBetter Software Value Editions above are not eligible for other discounts.  

For more information, please call (800) 837 8636  Customers outside the USA: +1 (813) 977 5739


General FAQs


Q: How long is the Add2Exchange trial period? What happens when the trial version expires?
A: The trial version is 20 days which begins when you install it. When your trial period ends, it stops working with no effect on any of the appointments, contacts, or tasks you have already created. The A2E program won’t replicate any new items. The trial is available from our Downloads area.


Q: My trial expired and I want to buy the solution. How can I buy the solution?
A: You can purchase the solution online or by downloading and faxing your order form to us so we can process your payment. To purchase the solution online, click Buy Now, Online Store or to download an order form, click Buy Now, Order Forms. Then you'll need to submit your registration request ...click here for instructions on sending your registration request and getting your activation key. Once your order details are confirmed and payment has been processed and your registration request has been received for each module purchased, the licensed end user will receive an email with the activation key for the license purchased.   Please note: Any missing or inaccurate order information may delay the processing of your order.

Q. Does the software have to be installed on an Exchange server, or can it be installed on any file server?
A. Either. You can install this on a Utility file server but should install this directly on the Exchange Server. If you CANNOT install anything on even a file server, or can not get the permissions required to create a service account, consider the Add2Outlook product that has similar functionality but is installed on a Workstation. We do not suggest A2O over A2E, only in the case where users have PST files or can not get access to the server, as in a hosted environment. A2E is ALWAYS the better option. The Add2Exchange Service Account has to be a local machine administrator with the permissions specified in the manual set up in System Manager and User Manager BEFORE INSTALLATION.


 Q: Can I install Add2Exchange as Administrator?
A:  NO, do NOT install Add2Exchange as Administrator.
Q: Do I have to reinstall the program once I buy it?
A: No, since you have the trial version already installed, you won’t need to reinstall the program when you buy it unless a new update has been released – and then it is highly recommended. Follow the Instructions for Getting Your Activation Key. Once your payment is processed and we recieve your complete registration request needed to to issue your registration, we will generate your unique key and email it back to you. All you need to do is copy and paste the key in Step 3 and your solution will be activated. Please note; Incomplete registration requests may delay the processing of your request - please make sure you include the Licensed End User's complete contact information including the licensed end user company name, end user contact who authorized the purchase, end user email address, end user phone number.

 

 


 

Q: Do I need a different registration key for each folder type (Calendars, Contacts and Tasks) for Add2Exchange?
A: Yes, Add2Exchange is licensed by the number of folder relationships and by folder type. If you purchased an Add2Exchange for Calendars, 4 Relationships license, you will only need to follow the activation instructions to request your unique key for that module. However, if you purchased an Add2Exchange for Calendars and Contacts, 4 Relationship License, you will need to submit 2 registration reqquests - one for each module; follow the registration instructions to request a unique key for each folder type.
 


 

Q: You said your product does 2-way synchronization. I only want 1-way. Can Add2Exchange do this?
A: Yes, just set up the single Relationship from the Private Calendar to Private Calendar (or whatever combination fits your business need). If you want both ways, just add the other Relationship. Each Relationship can be unidirectional or bidirectional. Unidirectional means it goes from Source to Destination and any changes on the Destination do not get synchronized back to the Source. Bidirectional Relationships can be edited (or deleted) in either location and the change will go back to the Source.


 

Q: Do you offer remote installation services?
A. Yes. For your convenience, we now offer remote installation services starting from $149 per incident. Please visit our online store to purchase your remote installation service.
 


 

Q: Does Add2Exchange work under Outlook Web Access?
A: YES! One issue for users is that OWA cannot allow for Private appointments. This means that potentially all appointments would have to be synchronized, or you would have to assume that you could not make Private items from OWA. Now Add2Exchange can synchronize with advanced features that will allow for Private appointment trigger by special user definable triggers when you make the appointment that make it Private.


 

Q: Does Add2Exchage for Contacts sync by category? We would like to be able to sync only certain entries in a public folder with our private folder.
A: As of now, Add2Exchange for Contacts does not sync by category, however, this feature is on our development team's drawing board. Contact a DidItBetter Software Consultant at 800-837-8636 today to discuss possible workarounds. A: Yes. For this example, you will need to create 3 bidirectional folder relationships. A relationship is defined by choosing one "source" (public) and one "destination" (private). Once created, new contacts, appointments, or tasks created in the source folder will automatically be duplicated to the destination folder. The original appointment/contact/task in the source folder & the copy in the destination folder are synchronized to the "other" item. Furthermore, Add2Exchange will not replicate a copied item. This is done by design to avoid endless replication loops. So you can, as mentioned above, sync multiple public folders to a single destination with bidirectional relationships without any problem.
A: Yes, for whatever reason you did not have time to fully evaluate the free trial version of Add2Exchange, we would be happy to extend your trial for an additional 21-days for only $149.00. This is a one-time trial extension and requires the following: 
• You must have remote access either by Remote Desktop, Webx, or VNC (Coming Soon: We will provide remote access with Microsoft Live Meeting)
• You must shadow the session and be available via phone to control access for training and discussion fixes
• You must allow us to upgrade your Add2Exchange trial to the most recent version

In addition, one of our DidItBetter Software Certified Technicians will perform all of the necessary procedures relevant to the successful configuration and testing of your Add2Exchange trial. Your technician will explain the Replication Rules of Folder Relationships and start the Add2Exchange service to show the replication is functioning properly.

To purchase your Add2Exchange Trial Extension and Certification Service, please visit our Online Store under Add2Exchange Support Options or call your DidItBetter Software Consultant at 813-977-5739. Once your payment has been processed, we will contact you to schedule your remote session. A: Add2Exchange is our only sync solution which can replicate calendar appointments from public to public. In this case, you will need 5 calendar relationships. Each department calendar will be a source folder calendar will be source folder and the company-wide public calendar will be the destination in each relationship.

The public to public relationships you need to create will be as follows:
1. Sales (source) to Public (destination)
2. Accounting (source) to Public (destination)
3. Marketing (source) to Public (destination)
4. Finance (source) to Public (destination)
5. Admin (source) to Public (destination)

New appointment/meetings created in each department calendar will automatically replicate to the company-wide calendar and any changes/deletions in each calendar will be auto synchronized.
A: Yes. Call a DidItBetter Software Representative at 800.837.8636 today for a detailed explanation on how to create private to private relationships with Add2Exchange. You can also visit our Mobile to Mobile Sync Section under the Solutions for Synchronization Area of our website for more information.
 


 

Q: Can we sync 3 public folders to a single private folder? Can they be bidirectional or will that cause syncing issues with all 4 folders.
 


 

Q: Is there any way to extend my Add2Exchange trial?

 


 

 

Q: My new BlackBerry device will wirelessly synchronize my Outlook private calendar with no problem but I never use my private folders. There are three public calendars which I use, one more than the other two. I would like those items from all three calendars to appear on my BlackBerry, wirelessly. I am looking for a way to have items entered into the public calendars to be automatically copied (OTA) into my private calendar, so that my BlackBerry can synchronize to it. Can Add2Exchange do this?
A: Yes. You will need to set up three calendar relationships: Public Calendar #1 to your Private calendar, Public Calendar #2 to your Private calendar, and Public Calendar #3 to your Private calendar so you can wirelessly sync them down to your BlackBerry. With this configuration, any item created in each public calendar will be pushed to your mailbox calendar and then BES will take those items down to your BlackBerry. Note: Add2Exchange can also wirelessly sync items made in a Public Contact and/or Task folder.


 

Q: What I would like to do is to be able to synchronize my company's departmental public calendars to one public calendar. For example, if the sales manager puts a meeting in the sales calendar, I want a copy of it in the company-wide calendar. If the meetings change times or cancel, I want to know that as well. I have five departmental calendars (sales, accounting, marketing, finance, and administration).
 


 

Q: I am trying to sync personal contact folders for the Executive Secretary and the President. They both have Treo Smartphones and want the same contacts at all times. Can Add2Exchange do this?
 


 

Q: We are an Add2Exchange licensee and our software maintenance policy has not expired. How do we upgrade to the latest version?
A: You can download and upgrade to the latest version of Add2Exchange by accessing the Downloads Area on the navigation menu provided your software maintenance policy is active.

If your software maintenance policy has expired, you will need to purchase a current version upgrade of your licensed solution by downloading and faxing in an order form at http://store.diditbetter.com/security+roles.aspx

As your organization grows and its needs change, if your software maintenance is valid and you have upgraded to a supported release, you can add relationships to your existing license by purchasing an Add2Exchange Additional Relationship license. 

Q: How does Add2Exchange handle Recurring Meetings?
A: We made an enhancement to Add2Exchange so recurring meetings do synchronize. That is, they will push down changes and you don’t need to manually delete the recurring meeting and recreate it to get changes to come across. However, this has a downside in one scenario: when you have reminders set on the recurring meetings in the source calendar, the reminders will overwrite the reminder setting in the destination. So if a user has dismissed a reminder on a recurring meeting and the source item gets changed, the newly synchronized copy will reset the reminder and it will go off again. This is an annoyance, but it does not affect most users since most users synchronize public calendars to their users, which don’t tend to have reminders in the first place.

In addition, we have updated it so there is a global option to control this behavior. You can choose either of the two methods for recurring meetings: synchronize and have reminders be reset, or only make an initial copy and do not synchronize changes. The default is to synchronize. This works for most users.


 

Q: Do relationships stay when uninstalling and installing Add2Exchange?
A: YES, finally. But it may be a good idea to export and save the registry key first. To update, you should be able to install over an older version, but the better, safer way is to stop the Add2Exchange service, uninstall the old one, actually go to the installation directory (default is c:\program files\Open Door Software\add2exchange) and delete the entire directory, and the reinstall. The relationships should be there, the program should be licensed and you should go into the Console and check to make sure the relationships are not marked as in "Relationship Alert Status". The current version checks the permissions of each relationship as the Add2Exchange console opens, and if the relationship is no longer valid, it will be moved to the alert status. You will need to go into the relationship and find out the problem is, give the account permissions or reappoint the source or destination and get the relationship back working. Some common reasons a relationship would be in alert are changing permissions, a restored public or private mailbox (the IDS are different) or a disabled account.
 


 

Q: What can we expect if we upgrade a workstation from Outlook 2002 to Outlook 2003?
A: It doesn't matter which Microsoft Outlook client or PDA you use with Add2Exchange.
 


 

 Q: If the Add2Exchange software can be installed on any file server, can it be administered remotely (PCAnywhere, Citrix or Terminal Server)?
A: Yes. Often we find it helpful to remotely support new users with Level 2, 3 and 4 Technical support.


 

Q: Are there any conflicts with the software and anti-virus software (McAfee)?
A: No. The server-side application has no reports of any problems with any other programs at this time. Our client side applications are more dependent on any other Outlook com add-ins loaded on the machine (and therefore conflicts are more likely) but again, we have no reports in the user base with any conflicts with Add2Exchange.
 


 

Q: Service account cannot log on to the file server or Exchange server.
A: The Add2Exchange service account must be a member of the local servers' administrators group in order to log on to the file server or Exchange server. If it is a domain controller, it must be part of the domain administrator's group. See the Support - Technical Bulletins website for more information.
 


 

Q: During the Add2Exchange install, the service does not start.
A: Please make the Add2Exchange service account be part of the Exchange server security group so it can logon to the Exchange information store. It is also possible that your version of CDO is incorrect because Outlook was installed on the server and is either still there or has been removed. See the support website for more information.

See also the section titled: "Add2Exchange Service Started: FALSE" in the installation guide
 


 

Q: If I log off the server with the Add2Exchange account, will the Relationship setup still run correctly?
A: Logging off does not affect the Add2Exchange synchronization process. Add2Exchange functions as a Windows Service that "Loops" based on the interval you set via the Utility Screen within Add2Exchange's Console. This means all Relationships will execute while the machine is on and the Add2Exchange Service is running no matter which user is currently logged on or if the machine is not logged on at all.

After 10 cycles of the Add2Exchange Service it stops and restarts itself in order to reset the Microsoft Exchange communication channel (CDO) as is per Microsoft's Best Practices. So if you ever momentarily see the Add2Exchange Service in a stopped state, or see an event in the event log, it may be in the middle of restarting itself. You can tell if you check in the Task Manager for the Add2Exchange Service Restart.exe program. This is the reset utility which the Add2Exchange Service calls after the 10th consecutive synchronization process.


Q: Is there a way to tell if my Exchange server is set up/configured correctly?
A: The Microsoft Exchange Server Best Practices Analyzer Tool is designed for administrators who want to determine the overall health of their Exchange servers and topology. The tool scans Exchange servers and identifies items that do not conform to Microsoft best practices. The Exchange Server Best Practices Analyzer programmatically collects settings and values from data repositories such as Active Directory, registry, metabase and performance monitor. Once collected, a set of comprehensive ‘best practice’ rules are applied to the topology.

Administrators running this tool will get a detailed report listing the recommendations that can be made to the environment to achieve greater performance, scalability and uptime.

Supported Operating Systems: Windows 2000, Windows Server 2003, Windows XP
NOTE: It is recommended that this tool is installed and executed on a workstation rather than an Exchange server.
Here is the link:
http://www.microsoft.com/downloads/details.aspx?familyid=DBAB201F-4BEE-4943-AC22-E2DDBD258DF3&displaylang=en

Q: My company is testing out a Blackberry and we have everything sync'ed up nicely except Outlook public calendar which is on our Exchange server. Is there a program which can do this?
A: Add2Exchange for Calendars works with any PDA, Smartphone and Blackberry that uses Outlook. If configured accordingly, public appointments can replicate to your private calendar, and then synchronized down to your Blackberry or Outlook-based mobile device; and from your Blackberry to your private, and back to your public calendar for edits.

Q: I am in my Add2Exchange for Calendars trial evaluation and keep getting duplicate and even triplicate and more entries made on the Calendar. It just seems to be looping and making more repeated events. What is going on? I need this to work since we are evaluating Goodlink.
A: You have started the Add2Exchange service as a system account… or you have not given administrative permissions to the public folder in Exchange System Manager.

If you are going from Private to Private, you have not given ownership to the private mailbox in the Active Directory for Users, Exchange Advanced. Please refer to the prerequisites in the manual for exact instructions.

Q: Cannot Delete. I am having trouble deleting entries from Add2Exchange using the console. What should I do?
A: The program is not allowing the service account to login or the folders do not exist where it cannot clean the folders to remove items. The later versions, like 2.7 and higher should be able to handle this. Upgrade to the latest version … contact one of our software consultants.

Q: The way we've been working (prior to install Add2Exchange) is that every user had a private calendar and one common public calendar. When a user created an event of interest of everyone; the user would invite everyone plus the public calendar thru outlook. So that way we had the events in our private calendars and also in the public folder. Now with Add2Exchange, for a relationship "Private to Public", Add2Exchange is creating duplicate entries in the public calendar, the items already existed in both calendars prior to run Add2Exchange.

The old way it is being done is what is causing the issue today. For the period of time when you were inviting, if they accept, it will make a copy in their client, and when the sync program goes, it will copy to the destination.


A: At the present build, until the period of time when those items were not being invited, it will create a copy from each user's private calendar. The good thing about this is that it kind of gets around the no "free busy connector" in the public calendar and if you put the user's name in the auto pop subject, you can see if they are scheduled to go or not, but there are - not actually duplicates - but copies from the invited attendees.

Q: Recurring events are not being replicated, what do I do?
A: Recurring appointments will replicate if you set the "sync prior" setting to the FIRST date of the reoccurring appointment - and let it sync at least once all the way through. If you do not have the need to replicate past appointments, you then change the relationship back to sync 0 in the past and you can effectively reduce your sync time. However, changes made to original source reoccurring item or exceptions to the item will also not be replicated unless the prior setting remains to the start of the original entry.

Q: The program is installed and is in Outlook but when I go to set it up with the folders I want synchronized it just crashes and stays in the middle of the screen. I have to turn the computer off to get rid of it .

A: Since service pack 2 of Microsoft Outlook 2000 and newer versions, Microsoft has put security prompting whenever another application is accessing Microsoft Outlook, like P2P Synchronizer being a COM Add-In for Microsoft Outlook. I believe the issue you are experiencing is the Microsoft Outlook security prompt being behind the Microsoft Outlook screen, therefore your Outlook environment does not respond. May I suggest either manually tabbing over to that prompt and allowing 10 minutes for the access to be available or better yet, download Context Magic "Express ClickYes" shareware tool that will do this automatically for you. The tool is available from our website under Supporting files and Technical Bulletins. The Express ClickYes is also referred to in our manual and the URL will take you to the shareware site to install, a very small file to download and very fast plus easy to install, just make sure “start on logon” is enabled with a check.


 

 

 

 

 


 

Q: Can I add more relationships to my license later?

A: 

  • If you are a licensed Add2Exchange end user running a supported, non-retired version of Add2Exchange and have valid software maintenance, you may purchase an Add2Exchange Additional Relationships license. Please make sure you first upgrade to the Add2Exchange current release.
  • If you are a licensed Add2Exchange end user running a non-supported version of Add2Exchange and have valid software maintenance, you must first upgrade the software before adding Additional Relationships.
  • If you are a licensed Add2Exchange end user running a non-supported version of Add2Exchange and do not have valid software maintenance, you must purchase a Current Version upgrade license.

Please note adding additional relationships does not extend your software maintenance. The software maintenance expires for the new relationships at the same time the original license for software maintenance expires. If you purchased extended software maintenance with your original license, you will need to upgrade your software maintenance to include coverage for the additional relationships. Please contact us for pricing.

 

 

 

 


 


Technical Questions
 


Testimonials

National Multiple Sclerosis Society, Illinois Chapter

I wanted to take a minute to relate to you the enthusiasm and satisfaction that has been generated around your Add2Exchange product. As a non-profit organization dedicated to the end of the devastation caused by multiple sclerosis, the Chapter staff organizes and implements a large number of programs and events that require a significant amount of planning and communication. Here at our Chapter, therefore, we have attempted to use our public folders in Exchange to create central calendars that our users could reference and drag into their folders as necessary. However, we often had problems with users not always keeping the changing information up to date between the central public folder information and our their private calendars.

Needless to say, we are thrilled at the effectiveness of your Add2Exchange product! We have been able to set up our central public folder calendars and use Add2Exchange to automatically “push” their information down to all users’ personal calendars – all automatically! When information changes, one staff person in the public folders modifies the information and your product automatically updates everybody’s calendar. Our users love this new feature as it has made us all much more efficient in sharing and communicating important scheduling information with great ease of use. We are so happy with your product that we plan to incorporate this function at the department level very soon.

I would wholeheartedly recommend your Add2Exchange to any company or organization that needs to automatically share calendaring information between users and groups in an Exchange environment. The ease of use and “fire and forget” nature of the product is fantastic and it quickly pays for itself in terms of the efficiency of information sharing as well as user enthusiasm it generates. I look forward to finding more ways to incorporate your product into our environment in the future.

- Paul Collins, IT Director, National Multiple Sclerosis Society, Greater IL Chapter
** Unlimited Relationships license, Add2Exchange for Calendars


"We have been using Add2Exchange for almost 3 years now.  The issue we had which prompted us to source a resolution was our most senior police officers did not use their own private calendars within Outlook but instead worked from a shared Public Calendar. This was updated by numerous people. When we introduced Blackberry this caused us a major problem. It was apparent after some research that there weren't too many products on the marketplace that could solve this for us. Add2Exchange has worked for us for a number of years now and continues to do so very effectively."
 
- David Hendry, Scottish Police Services Authority, UK
** Unlimited Relationships license, Add2Exchange Sync Suite
 

"You guys have been wonderful to work with. Seriously, I could not possibly ask for better service. It's greatly appreciated."
 
- Adam VanDreumel, Delios Computer Solutions
Creative BlackBerry Synchronization blog, October 2008 at http://delioscomputersolutions.blogspot.com

 
"We needed to have shared calendar rep'ed to mobile phones on several persons, Add2Exchange solved this perfect. I was reviewing 3 solutions, Add2Exchange was basically the only one working properly."
 
- Brian D., end user

"It’s going great! Works perfectly with no issues. Thank you guys VERY much!"
 
- Steve A., IT consultant

 
"MS Exchange has limited networking abilities if you are using the calendar function. As an organization, we use our calendars and task lists to strategically improve communications, priorities and allocate resources, however, we found that we had to enter this information in twice. Add2Exchange for Calendars was the answer to eliminate double-entry and possible errors by synchronizing our department calendars. Advantage International Inc. has been very supportive with our implementation providing prompt and efficient service to our e-mails and phone calls."

-Duke Nguyen, HIROC
**1000 Add2Exchange Relationships Implemented
 

 
"I wish all our software was as stable as yours!"
 
-Matt T., Operations Manager, EventTech
** 20 Add2Exchange Calendars/Contacts Relationships Implemented

"After a long delay, I have finally installed Add2Exchange software on our Exchange 2000 server. With a bare minimum of effort, I installed the software and had it running. I am no programmer, but I am a system administrator. I know how complex and intricate Exchange and Outlook are. This software simply works, and works simply. Within five minutes, I had the software installed, and had set up my shared calendars. Within another 5, I was testing through my outlook client and seeing the replication going through.

Again, I am impressed. For now - I am going to post my vacation plans on my newly synchronized public calendar (in read only mode!) and turn out the lights. If you need to know when I'll be back - look at my calendar!  Thanks again for another great product."

-- Pete McCallum, Network Services Manager

"... I really like what I see so far!!! Our biggest need was tracking who's in/out of the office. They (Partners, Managers, HR) want this information on one Calendar and this product is the perfect solution for us ESPECIALLY since I can now deploy this from the SERVER! We have Citrix remote users and this product handles all of this since its server based. I got what I wanted for Christmas..."

-- Mark Lacerra, MGROUP USA
**60 Add2Exchange Relationships Implemented

"With Add2Exchange, “Corporate events are entered on the public calendar, which then replicate to everyone’s private calendar. This allows calendar entries to be replicated to PDA’s easily and we only need to view 1 calendar.”
 
– Greg, David Lawrence Rare Coins
**50 Add2Exchange Relationships Implemented

"At Gener8Xion Entertainment, our Executive staff constantly needs to keep in touch with one another, and be fully informed of meeting schedules at all times.  In the entertainment industry, meetings get set, moved, and changed constantly. Since much of the time business is done from the road, most appointments are set, changed and edited right on our web enabled cell phones.  Add2Exchange is what has made this possible. By allowing our Systems Administrator to set up relationships for our Executive users, we can easily control how vital calendar information is shared through Outlook and our cell phones.  It has allowed us to be truly more efficient while keeping up our breakneck pace."
 
-Michael Millar, Director of Network Operations, Gener8Xion Entertainment, Inc.
**100 Add2Exchange Relationships Implemented

When asked how Add2Exchange was working out, Paul Ammann of SRS Technologies replied, "It is working excellent! We recently upgraded to the latest version and it is running flawlessly".
 
-Paul Ammann, SRS Technologies

Carl Norman states the main strengths of Add2Exchange are its ease of configuration and the product simply does what it is supposed to. Mr. Norman continues to agree that Add2Exchange is a cost effective solution to solve his client's need of syncing a public calendar to each user's mailbox calendars, so they can further sync them to their PDAs.  
 
-Carl Norman, Systech Alaska
**3 Add2Exchange Relationships Implemented

"We use a common calendar and also have BlackBerry users so we needed a way to get the calendar items to our berries." They chose Add2Exchange for Calendars to accomplish this synchronization need.
 
-Matthew Dreon, Providence Capital
**6 Add2Exchange Relationships Implemented

 
Joel Moir of Oztec Computers state on his website, "What about syncing the public calendar to your one, ie if you want to synchronise the public calendar to your PDA? Can't do it without purchasing software. I have used successfully software by diditbetter.com - add2exchange calendar sync. ADVICE - PAY to get them to install it, it may take you a few hours or more yourself if you are unlucky. For US$75 (I think) it's done, and you can spend the time doing something productive. It's easy to use, and it simply works. Even if you are IT pro, pay them to do it anyway, and on-bill your client. They probably install it in 20 minutes instead of your 3+ hours.

Oztec Computers, Australia http://www.oztec.com.au/content/view/35/2/

Ian Hall states "By making staff diaries [calendars] open to all to view, it makes planning and coordination easier. Add2Exchange enables the building of composite team diaries automatically. I would recommend both your product and your company without hesitation." Ian continues to say the main strength of Add2Exchange is its ease of use for his staff and its invisibility.
 
- Ian Hall, Presentation Services
**250 Add2Exchange Relationships Implemented

When asked about Add2Exchange, Mr. Norris replied, "Couldn't be happier. Nice Product. Even my manager is impressed!"
 
- Michael Norris, U. S. Physical Therapy Inc.
***100 Relationships Implemented
 
Success Stories
 
Marcus, Santoro & Kozak, P.C. is a law firm handling legal matters in the following areas: Domestic Relations, Estate Administration, Estate Planning, Municipal Law, Plaintiffs Personal Injury, Out of Court Debt Restructuring, Workouts, Bankruptcy Chapter 7, Bankruptcy Chapter 11, Bankruptcy Litigation, Creditors Rights, Criminal Defense, Civil Litigation, Commercial Litigation. They are currently located in Chesapeake, VA.

The Challenge: Marcus, Santoro & Kozak, P.C. has several secretaries who update multiple attorney calendars at any given time. They have access to publish to specific attorney calendars. They were searching for a software solution which would enable the secretaries to create calendar items in a public calendar to which the calendar item will replicate to a private calendar and vise versa. In addition, the software needed to also be compatible for replication with PDAs.

The Solution: The solution turned out to be Add2Exchange for Calendars™ which offered the type of synchronization they needed. Their secretaries can now create calendar items in a group calendar and the calendar item will replicate to a private calendar and vice versa. They can even replicate calendar items to PDAs.

Erik Mutis of Marcus, Santoro & Kozak, P.C., comments that his major reason for choosing Add2Exchange for Calendars™ is its “ease of installation and maintenance…cost, and a solid reputation in the unique market.”
 

 
Jiovenetta & Associates, Inc. is a financial advising company which serves communities in California, Colorado, Florida, Georgia, Illinois, Michigan, North Carolina, New York, Ohio, and Vermont. The company helps clients with investments, insurance, business planning, estate planning, asset management, wealth accumulation and preservation, in addition to other financial services. Jiovenetta & Associates strives on educating its clients to better enable them to understand their financial situation. Furthermore, they boast their competitive advantage over other financial offices is the fact they are a completely paperless office, something most financial advising firms can’t state.

The Challenge: Owner, Joe Jiovenetta & his long-time assistant, Rosalie DeStefano, faced the problem of keeping two identical phone books using Outlook Contact folders. Rosalie aids Joe in processing the firm’s new clients and maintaining relationships with existing clients and therefore, realized the demand to have the most up-to-date contact information between the two of them.

The Solution: After previously trialing ContactXchange, Jiovenetta & Associates decided to move forward with the purchase of Add2Exchange for Contacts. During the administration of Add2Exchange for Contacts, the financial firm’s IT guys created two-way contact folder relationships between Joe’s mailbox folder and Rosalie’s mailbox folder. Now with a full implementation of the software solution, Rosalie can avoid the stress of having to create, update or delete a contact’s information twice between their personal Outlook contact folders.

Rosalie states, “It is truly wonderful to purchase something that actually works the way it is supposed to. Thank you for Add2Exchange; I couldn’t take working the way I was.”

– Rosalie DeStefano
Jiovenetta & Associates

**3 Add2Exchange Relationships Implemented

GN ReSound A/S is a leading manufacturer of advanced technology hearing instruments. GN ReSound currently offers a full range of hearing instruments under brand names including GN ReSound, ReSound, Danavox, Beltone, Philips and Viennatone. Their product line also includes software-based digital instruments and digitally programmable and traditional products in all sizes and models. By way of GN Otometrics, the GN ReSound Group also creates pioneering solutions for all types of ear-related diagnostics. They are holding as the largest global supplier of computerized audiology and hearing instrument fitting equipment. GN ReSound Group proudly ranks among the leaders in its industry. Their global expanse consists of subsidiaries in 19 countries and distributors in 60 countries. The GN ReSound headquarters is in Copenhagen, Denmark, and currently employs over 3,000 people.

The Challenge: GN ReSound was interested in finding a software solution in which calendar relationships could be set up in order to synchronize calendar items between a public calendar and a private calendar. They also wanted a product which would offer a free pre-sales trial with sufficient time to test the software’s functionality. Another factor considered by GN ReSound was the cost, especially since the location that the product would be implemented employs a substantial number of users.

The Solution: After a thorough free trial evaluation, GN ReSound decided to solve their calendar synchronization issues with Add2Exchange for Calendars™. With the help of Add2Exchange for Calendars™, they are now able to utilize 2-way synchronization: synchronization of calendar items from a private calendar to a public calendar and from a public calendar to a private calendar. Add2Exchange for Calendars™ also solved GN ReSound’s concern of high pricing per user because Add2Exchange for Calendars™ licenses are sold for unlimited users per Exchange Organizational Unit.

Tim Stromsted, Corporate IT System Architect for GN ReSound, strongly agrees that the product is both easy to learn and use. He goes on to comment that the main strength of the product is “the synchronization which Outlook cannot do itself.”
**20 Add2Exchange Relationships Implemented

eFashion Solutions LLC, is an online ecommerce management firm which implements online solutions for fashion branded manufacturers and retailers. The company offers a broad range of services including web site design, fulfillment, digital photography, customer service call centers, in addition to, buying, planning, and analytical reporting. Currently eFashion solutions employs over 95 professionals and serves brands such as XOXO, Baby Phat, and JLO by Jennifer Lopez.

The Challenge: The sales team at eFashion Solutions uses public and private Outlook calendars for scheduling. They needed a solution which would synchronize each sales professional’s private calendar to the sales public calendar for easy viewing of the entire sales department’s schedule.

The Solution: eFashion Solutions first implemented Add2Exchange in July 2005. When configuring the solution, calendar relationships were established between each sales employee’s private calendar and the sales group calendar. With Add2Exchange, each team member can now check the sales public calendar, see other sales employees’ schedule and create meetings for available times.

Daniel Filippelli of eFashion Solutions states the main strength of Add2Exchange is “syncing any calendar any which way.”

The Benton Rural Electric Association, or Benton REA, is a non-profit cooperative located in Prosser, Washington. Founded in 1937, Benton REA offers its 13,873 members services including electric service, electric outage restoration, economic development for the local community, and electrical safety education. In addition, Benton REA mission is to provide affordable and reliable energy which enhance the quality of life for its members and a stable, competitive, career oriented work environment for its employees.

The Need: The executive staff at Benton REA uses Outlook for scheduling and Exchange for sharing their Outlook calendars. They needed a solution which would automatically replicate their Outlook appointments between their calendars instead of the normal routine of manually copying appointments.

The Solution: Benton REA chose Add2Exchange for Calendars as the optimal solution for replicating and synchronizing their Outlook calendars. With Add2Exchange for Calendars, all members of the association’s executive staff are now able to coordinate all of their appointments. According to Phil Blakely, a Benton REA representative, “ Our executive secretary no longer has to enter information in 4 different calendars and our CEO can synchronize his PDA and have all new appointments replicate to the other executives without further manual entry.” Furthermore, Phil states, the main strengths of Add2Exchange are “It’s flexibility. Each leg of a relationship can be individually tailored to the needs of the enterprise. Since it runs on the Exchange server, it doesn’t need bulky add-on services like a web-server. It was the only solution that did exactly what I needed for a reasonable price. “

Mr. Blakely gives DidItBetter Software and Add2Exchange an A+!

**10 Add2Exchange Relationships Implemented

CambridgeSoft Corporation, located in Cambridge, Massachusetts, offers internet browser and webserver life science desktop software, enterprise software, chemical databases and consulting to the biotechnology, pharmaceutical, and chemical industries, as well as, academic and government agencies. Cambridge Software’s product line features solutions for Knowledge Management, Research Discovery, Applied BioInformatics, and Chemical Databases. The company also provides services for the Internet chemistry community.

The Need: According to Joel Wolf, a representative of CambridgeSoft, the company has a series of Outlook calendars for conference rooms which can be invited to meetings. They needed a server-based solution which allowed them to publicly display the schedules of those conference rooms from a public calendar but still restrict who could create meetings.

The Solution: CambridgeSoft chose Add2Exchange for Calendars as the optimal solution to solve their scheduling dilemma. Add2Exchange for Calendars gave management the ability to automatically copy those resource calendars from private mailboxes into a public calendar, for a global view of the availability of each conference room.

**50 Add2Exchange Relationships Implemented

The Illinois Soybean Association is a non-profit organization that raises funding for research, promotion and education programs for the Illinois Soybean Farmers.

The Need: The team at the Illinois Soybean Association needed a way to share a group of shared contacts and a group of shared calendar appointments while still maintaining their own personal information in the same folders. They also needed a consolidated contact and calendar folders synchronized down to their Palm PDA devices.

The Solution: The Illinois Soybean Association uses Add2Exchange to synchronize a public (shared) Outlook contact folder to each employee's private contacts folder and a public (shared) Outlook calendar with each employee's private calendars. With Add2Exchange, each team member now has all the public contact and calendar information in their private folders and can then sync the data down to their mobile devices.

Jason Mullenbach, Systems Coordinator, states the main strength of Add2Exchange is "the software's ability to combine shared data with each employee's personal data makes PDA synchronization and utilization much more convenient."

**6 Add2Exchange Relationships Implemented

 
Pacific Monarch Resorts, Inc. is a timeshare and vacation development firm with luxury resort communities spanned nationwide. The company’s sole business is vacation ownership, currently serving over 85,000 owner families with more than 1500 employees and a gross annual revenue of over $190 million. Current Pacific Monarch Resort Communities are located in Southern California, South Lake Tahoe, Las Vegas, and Brian Head.

The Challenge: Pacific Monarch Resorts uses a public Outlook calendar for scheduling. They recently implemented BES and discovered the limitation of not being able to access their public calendars wirelessly via their BlackBerry handhelds.

The Solution: Pacific Monarch Resorts found, tested and implemented Add2Exchange. They configured Add2Exchange to synchronize their public calendar to various users’ private calendars using public-to-private calendar relationships. With Add2Exchange, the users can now view the public calendar on their Blackberry handhelds.

- Ricardo Martinez, Pacific Monarch Resorts

National Sorghum Producers is a non-profit association and represents sorghum producers throughout the United States. Headquartered in Lubbock, Texas, the organization works to ensure profitability through market development of sorghum, research, education, and legislative representation. Grain sorghum is utilized in food for cereal, snack food, baking and brewing products and other industries around the world, as well as being a staple feed ingredient in the U.S.

The team at National Sorghum Producers needed the ability to have the public calendars used for scheduling sync down to their Treo Smartphones. The organization chose Add2Exchange and solved their synchronization needs by syncing their public calendars to their private calendars, so they can be easily viewed on their mobile devices.

“The software works and does what it proclaims!”

-Chris Cogburn, National Sorghum Producers
***10 Relationships Implemented

 

Comparison of Add2Exchange Standard and Enterprise Editions


IMPORTANT! There is an easy upgrade path from Add2Exchange Standard Edition to the Enterprise Edition; currently there is NO downgrade path from Add2Exchange Enterprise to Standard Edition.  If the Built in Relationship Group Manager,  GAL Sync for Contacts, automatic relationship builder, and a sync solution with less administration are features you are interested in, then consider the Add2Exchange Enterprise Edition starting from $495. 

 

Add2Exchange Standard

Add2Exchange Enterprise

Calendar Synchronization

Contact Synchronization

Task Synchronization

Posts Synchronization

 

Type of replication:

  • Private to Public, AND
  • Public to Private, AND
  • Public to Public, AND
  • Private to Private, AND
  • OST (Offline Folder) Aware
Number of Relationships:
One to Many (tied) and
Many to One (tied)
Replicates New Items: 4 ways
Synchronizes Changes: 8 ways

Template Manager

Relationship Cloning Module
Add On --
sold & licensed separately

Relationship Group Manager Included

Folder Cloning

FolderMatic
Clone-A-Folder
 Add On --
sold & licensed separately

Global Address List Synchronization for Contacts

 

Grid View Interface

 

Modular Architecture for New Features

 

Pricing Starting from $195 Starting from $495
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Sync Concepts

Calendar Sync Overview
Add2Exchange has many uses for Exchange, Outlook & mobile device users. Add2Exchange is ideal for managers who need a “master” calendar for all users/employees in their organization. Users and Management can instantly see a composite schedule of their entire organization at a glance. Managers can also use Add2Exchange for any scheduling performed by their assistant. By synchronizing calendars, your assistant will only need to check one calendar to see all users' availability at all times. For mobile professionals, Add2Exchange can sync public calendar items to a private calendar so they can be synchronized to a PDA or Pocket PC like iPAQ or a Blackberry and even Treo Smartphones.

Add2Exchange for Calendars is great for organizations who have a public calendar and want it populated with private calendar items automatically. Add2Exchange can also be used for resource scheduling as well as vacation scheduling and departmental group calendars without any extra effort by the users.

Contact Sync Overview
Add2Exchange for Contacts is an Outlook contact synchronization solution which can replicate and synchronize Outlook contacts between private and public folders. With Add2Exchange for Contacts, your business can easily share the Outlook contacts which you designate by setting up relationships between contact folders during installation.

Task Sync Overview
Add2Exchange for Tasks is an Exchange Add-on, Outlook task sync solution which synchronizes any combination of Outlook tasks- private (mailbox) and public (group). Add2Exchange for Tasks was created for Outlook and Exchange users who want to collaborate on tasks and to be able to sync their public tasks to their private (or vise versa) so they can view them on their PDAs. In addition, Add2Exchange for Tasks can greatly benefit managers and users by dramatically reducing labor intensive copying and pasting and, therefore, enable knowledge workers to focus more on the tasks at hand.



 

The Need for Synchronization: 5 Ideal Situations

Ideal for Mobile Device Users - Public to Private Outlook Calendar, Contact & Task Folder Sync
Managers and users can place an item or entry in a public folder which then gets copied to each users private (mailbox) folder without acceptances. Automatically!
 

  • Create this type of relationship if your company or client needs to access public Outlook appointments, contacts or tasks (which reside on Exchange public folders) from their PDAs, Smartphones, BlackBerry handhelds, Pocket PCs or any other mobile device while in the field.
  • This type of relationship is usually built One-to-Many but can also be built One-to-One.

Ideal for Managers- Private to Public Outlook Calendar, Contact & Task Folder Sync
Managers can have a centralized view of the entire organization or team. Automatically!

  • Create this type of relationship if your company or client needs their Outlook calendars, contacts and tasks residing on their mobile devices to be accessed by others who use Exchange public folders at the office.
  • This type of relationship is usually built Many-to-One but can be built One-to-One or One-to-Many.

Ideal for Teams or Administrative Assistants- Private to Private Outlook Calendar, Contact & Task Folder Sync
Managers and assistants or team leaders/schedulers and team members can have access to the same information and update it anywhere.

  • Create this type of relationship if your company or client has a team of people who need to know each other's individual schedules, share contacts and share tasks.
  • This type of relationship is usually built One-to-One but can be built One-to-Many or Many-to-One

Ideal for Managers and Administration- Public to Public Outlook Calendar, Contact & Task Folder Sync
Managers, team leaders, and schedulers can have access to consolidated information of entire departments or special function calendars, contacts and tasks

  • Create this type of relationship if your company or client has management who need a consolidated folder from individual public folders
  • This type of relationship can be built One-to-One or One-to-Many or Many-to-One

 

Folder Relationship Fundamentals

Add2Exchange is a folder synchronization tool.  It copies the contents of one folder to another, then periodically determines whether changes to the source folder have occurred and synchronizes those changes.

Relationships may be built between any combination of folders in the public folder store and private mailbox stores, provided that the folders contain the same type of items (e.g. contacts).

Add2Exchange can synchronize calender events (one-time and recurring), contacts, distributions lists and tasks.

Relationships synchronize only the contents of the specified source and destination folders and do not synchronize the contents of subfolders.  Synchronization of subfolders requires a separate relationship.

Folders in an active relationship are referred to as active folders.  Items created by regular users (i.e., not created by a relationship) in the active folders are called originating items or originals.  Items created by relationships are called either copies or replicas.

Items that are subject to a relationship include both originating items in the source folder as well as the replicas in the destination folder.  The relationship monitors these items for changes.

Items that originate in the destination folder are NOT subject to the relationship.  For example, contacts in a destination folder prior to a relationship being set up are not subject to the relationship.  A relationship does not monitor those items that it did not itself create in a destination folder, nor does it copy those items to the source folder.

In the following example, two folders both containing original items are made subject to a relationship.  The source is the public folder on left side with blue contacts and the destination is a contacts folder in a user's mailbox with pre-existing yellow contacts.  After synchronization, the user's folder contains the both the original yellow contacts and replicas of the blue contacts from the public folder.  However, only the blue contacts are subject to the relationship, since the yellow contacts are the original items in a destination folder.  The relationship will not monitor yellow contacts for changes, nor will they be copied to the public folder.

Original contacts in source (left) and destination (right)

public to private initial.png

Blue contacts are subject to the relationship and are copied.

public to private synced.png

Yellow contacts are not subject to the relationship.

public to private contacts no source copy.png


Triggers and Settings

Along with defining a source and destination, relationships also define the synchronization behavior in response to trigger events (or just triggers).  While there are a number of trigger events, they fall into three basic categories: addition of items (adds), changes to items (edits) and deletion of items (deletes).  Items being moved in or out of active folders trigger adds or deletes respectively.

Adds

Adds consist of either the creation a new item in a source folder or the movement of an existing item into a source folder from another folder.

The behavior of the add trigger is uniform for all types of relationships: the item is copied to the destination.  There is no relationship configuration setting for adds.

Since items originating in the destination folder are not subject to the relationship, there is no such thing as an add to a destination folder.

Upon setting up a new relationship, all of the items in the source folder are considered adds and are copied to the destination.

Because of the potential for duplication (see duplication), it is recommended that prior to the first synchronization of a new relationship you empty your destination folders by moving the contents to a side folder.  Then return any needed items from the side folder after synchronization.

The Private Mailbox Folder starts empty to avoid duplication.

public to private contacts.png

Contacts are copied from the Public Folder to the Private Mailbox.

public to private contacts synced.png

Edits and Deletes

Edits consist of any change to the fields of an item that is subject to the relationship.  The items in question include any item originating in the source as well as any replicas in the destination.  Edits to destination replicas may or may not affect the originating item in the source, depending on your relationship settings.

Edits are made to a contact in the Public Folder.

public to private source edited.png

Changes are synchronized to the replica in the Private Mailbox.

public to private source edited synced.png

Similarly, deletes consist of either the deletion of an item that is subject to the relationship or movement of such an item from an active folder to another folder.  The relationship is defined by the folders being monitored, not the items, so movement of an item out of the active folder is indistinguishable from the item having been deleted.

An originating contact is deleted from the Public Folder.

public to private source deleted.png

The contact copy in the Private Mailbox is also deleted.

public to private source deleted synced.png

How the relationship responds to edits or deletes is a configurable setting.

 


Synchronization Profiles

A synchronization profile is the collection of trigger settings that define the general behavior of a relationship. While relationship settings are independent of one another, they are generally set in coordination to achieve one of two kinds of behavior: one-way or two-way.  These are the possible synchronization profiles for a relationship.

A relationship is not required conform to a profile and there is no single "profile setting".  Profiles are a simply a concept to denote the general intent of the settings.

One-way and two-way profiles typically share the same behavior for adds, edits and deletes in the source folder.  Changes in the source are synchronized to the destination folder.

The profiles differ in how they treat edits and deletes to replicas in the destination folder.  (Adds to the destination aren't considered here because they are never subject to the relationship.)

One-way relationships prevent edits to and deletes of replicas in the destination from affecting the originating items.

Two-way relationships allow edits and deletes of replicas in the destination to be reflected in the originating items.

Convention

Further examples of synchronization behavior will use logos to represent whether they apply to a one-way or two-way profile.  Examples may illustrate one or both kinds of behavior.  Both logos will appear in each example, but either will be crossed out if an example does not apply to that profile.

One-way: oneway small.png

Two-way:   twoway small.png

The following table summarizes typical profile behavior.  Note that a relationship may be configured to give a hybrid of the two behaviors.  The triggers shown are for replicas in the destination folder only.


 

One-way oneway small.png

Two-way twoway small.png

Edits

Discard edits to the replica and reset to match originating item.

- or -

Preserve modifications and make a new replica.

Synchronize edits back to the originating item.

Deletes

Make a new replica of the originating item

- or -

Keep originating item in source but do not recopy

Delete the originating item.

One-way Behavior

One-way synchronization generally means that changes to destination replicas are prevented from affecting the originating items.  What happens to the modified replica depends on the relationship settings.

One-way behavior usually means that edits are discarded.

Edits are made to a replica in the Private Mailbox.

public to private contacts edited dest.png

Changes do NOT synchronize to the originating contact in the Public Folder.

public to private unidirectional dest edited blocked.png

Instead a new replica is made in the Private Mailbox, replacing the modified copy.

public to private contacts replaced.png

An example of an alternate setting that is still considered one-way is to preserve a modified replica and create a new copy.

When a replica is modified under this configuration, the originating contact and modified replica are dissociated from each other.  The copy is no longer considered a replica since it is not subject to the relationship and is no longer synchronized with the originating item. A new replica is made that follows the usual synchronization rules.

Edits are made to a replica in the Private Mailbox.

public to private contacts edited dest.png

A new replica is made alongside the modified one in the Private Mailbox.

public to private unidirectional dest edited cloned.png

Be Aware

Because the former and new replicas appear similar (except for the hair), they are sometimes mistaken for duplicates.  Educate your users about this issue when using this configuration.

The delete trigger in a one-way relationship also has multiple settings.  The usual behavior is to recopy the originating item to the destination, effectively preventing the deletion.

A replica is deleted from the Private Mailbox.

public to private dest deleted.png

A new replica is made in the Private Mailbox.

public to private contacts replaced.png

An alternate setting that is still considered one-way is to allow the replica to be deleted.  The originating item is unaffected but will not be copied to the destination in the future, even if it is modified.  This is called pruning.

A replica is deleted from the Private Mailbox.

public to private dest deleted.png

The originating contact in the Public Folder is NOT deleted.  It is also not recopied by subsequent synchronization.

public to private unidirectional dest deleted synced.png

Two-way Behavior

Two-way synchronization means that changes (edits and deletes) of destination replicas are synchronized back to the originating item in the source.

Edits are made to a replica in the Private Mailbox.

public to private contacts edited dest.png

Changes are synchronized to the originating contact in the Public Folder.

public to private bidirectional edited synced.png

A replica is deleted from the Private Mailbox.

public to private dest deleted.png

The originating contact in the Public Folder is also deleted.

public to private bidirectional dest deleted synced.png

 


Because a relationship creates and tracks its own replicas, if the destination folder already contains copies of any of the originating items there is the potential for duplication when setting up a new relationship.  The relationship does not try to discover and match destination items to the source.  Doing so would be performance prohibitive.  Instead, the relationship creates and tracks its own copies irrespective of the existing contents of the destination folder.

The destination folder already contains a user's copy of the contacts in the source.

public to private pre-dupe.png

The relationship creates replicas, apparently duplicating the destination's contents.

public to private duplication.png

For this reason, you want to make sure that the destination folder is clear of copies prior to initial synchronization.  If the destination folder is a perfect copy of the source, you may simply delete the contents of the destination or move them to a side folder.  We recommend keeping the copies in a side folder until you are satisfied with the results of synchronization to be on the safe side.  A side folder may be created in the user's mailbox for this purpose, for example.

More than likely your destination is not a perfect copy of the source.  It may contain the user's personal contacts or local modifications to public contacts that are important to keep.  In this case we still recommend moving items to a side folder to preserve personal copies.  However, the user will need to determine which copies are important to return to the destination folder once synchronization has completed.

 


Mesh Relationships

Relationships are not transitive, that is, they do not chain together.  This has important implications for how many relationships are required to achieve synchronization if you are trying to make a set of folders to have an equivalent set of items.

Another way of saying this is that replicas made by one relationship are not subject to other relationships.  Copies are never copied further.  This simple rule prevents configurations that could lead to an infinite loop in relationship synchronization that could fill a mailbox or public folder with duplicates.

The following example illustrates what it means for relationships to not be transitive.  Imagine a private folder (yellow) with a relationship going to a public folder (blue).  The public folder also has a relationship going to another private folder (red).

Existing contacts in each folder.

threeway initial.png

The first relationship copies yellow contacts to the public folder.

threeway sync to public.png

The second relationship does NOT copy yellow contacts to the other private mailbox.

threeway no trans.png

Instead, just the blue contacts originating in the public folder are copied.

threeway with sync.png

Because of this property of relationships, if you want a set of folders to be equivalent, you have to build relationships directly from each folder to every other folder.  This is called meshing or a full mesh.

To be equivalent, a set of folders should contain the same set of items.  To be fully equivalent, changes to any of those items, including replicas, should be synchronized to the other folder.  Relationships can be configured to provide equivalent contents only or full equivalence depending on the relationship profiles used.

The following example shows this for two private mailbox folders.  A relationship is set up in each direction, giving the smallest possible example of a mesh.  This special case is also called a reciprocal relationship.

To provide full equivalence, two-way profiles are used on both relationships.  Adds, edits and deletes to either folder will be reflected in the other.

Existing contacts in each folder.

private to private initial.png

After both relationships synchronize, folder contents are equivalent.

private to private synced.png

As more folders are added to the mesh, each new folder must have reciprocal relationships with every other folder.  This means a third folder will add four more relationships, a fourth will add six and so on.

The following table summarizes the number of relationships required to build a mesh between the given number of folders.  Both private and public folders count the same for this purpose.

Folders

Relationships

2

2

3

6

4

12

5

20

6

30

7

42

8

56

9

72

10

90

N

N x (N - 1)

As can be seen, the number of relationships required by a full mesh grows quickly.  Because of this, you should only consider using a full mesh for a small number of folders. 

Learn more about what's new in Add2Exchange Standard Edition: Add2Exchange Release Notes

 

Sync Software for Outlook Calendars, Contacts, Tasks, Exchange Public Folders & Windows Mobile Devices
(Blackberry/iPhones/Smartphones/Pocket PCs/PDAs): 
Add2Exchange :: Add2Outlook  

Add2Exchange Add Ons: Recovery & Migration Manager :: ToolBox :: FolderMatic :: AlertQuest High Availability Monitor
Server-based Centralized Folder Creation & PST Management: FolderMatic Clone-A-Folder

Monitoring Solution for Applications &/or Critical Services on a PC:  AlertQuest High Availability Monitor
Outlook Group Task Management:
TaskController  DidIT!    CRM & Lead Management Software for Microsoft Office:  DidIT!  
Solutions Overview          Compare DidItBetter Solutions          Buy Now

The information presented is for purposes of information only.  All solutions are available as web downloads.
 

Add2Exchange, Add2Exchange for Calendars, Add2Exchange for Contacts, Add2Exchange for Tasks, Add2Outlook, Add2Outlook for Calendars, Add2Outlook for Contacts, Add2Outlook for Tasks, DidItBetter Software, DidIT!, FolderMatic Clone-A-Folder, AlertQuest High Availability Monitor, Add2Exchange Recovery & Migration Manager, Add2Exchange ToolBox, TaskController and any other DidItBetter Software product names are the respective trademarks or service marks of Advantage International Inc/DidItBetter.com Software. in the United States and/ or other countries.  
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