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Creating a Relationship Template

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Relationship Group Manager Dialog

Click New.

Template Relationship Creation Dialog: Step 1

1)Complete Step 1:
a)Make sure the This is a Template Relationship checkbox is checked.
b)Select the appropriate message type for the folders in question.  In this example we will make a calendar relationship.
c)Click Select.
d)Click Next.

Template Relationship Creation Dialog: Step 2

Be Aware

There must be a public and private folder in the relationship.  The public folder is an actual public folder which will be synchronized.  The private folder is a template folder that will be replaced with each instance of the private folders in the group(s) which use the template.  In this example, we will use a public-to-private relationship.  The public-to-private selection is a type of folder publication setup (see the section Synchronization Models), which publishes the contents a single source folder to multiple destination folders.  The other option available here, the private-to-public selection, is a type of folder aggregation setup, which aggregates the contents of multiple source folders into a single destination folder.
2)Complete Step 2:
a)Select the folder locations for the relationship.
b)Click Select.
c)Click Next.

Public Folder Selection Dialog

3)Complete Step 3:
a)Select the source folder and click OK.

Template Relationship Creation Dialog: Step 3

b)Click Next.

Private Folder Selection Dialog

4)Complete Step 4:
a)Select the destination folder and click OK.  The folder will be selected from the mailbox of the Add2Exchange service account.  This is a template account and will not be used for actual synchronization.  The folders of the same name will be used from each private mailbox in the group(s) using this template.

Template Relationship Creation Dialog: Step 4

b)Click Next.

Template Relationship Creation Dialog: Step 5

5)Complete Step 5:
a)Choose the settings for the relationship.  For details see the sections Recommended Relationship Settings and Relationship Settings.  If this is a private-to-public relationship, you may optionally choose one of the automatic population options based on the source user's account information as shown above.  This setting is not required however.

Template Relationship Creation Dialog: Step 5

b)If you do not want to use one of the predefined automatic population options, you may also (optionally) choose to make a custom population field in the Place the following Text text-box.  In this example, we are using the custom text "PC" to represent "Public Calendar".  Each of the copies of the meetings from this calendar that appear in a destination folder will have "PC: " marking the subject line of the meeting.  You will usually use this feature with private-to-public templates (folder aggregation), not public-to-private templates (folder publication), so you may choose to not follow this example.
c)Complete the rest of the settings as appropriate.  For details, see the sections.  In this example we are using the defaults, which are sufficient in most cases.
d)Click Next.

Template Relationship Creation Dialog: Step 6

6)Complete Step 6:
a)Choose the settings appropriate to your synchronization profile.  In this example, we will keep the default settings, which are for a one-way relationship.
b)Click Next.
7)Skip the Advanced options unless you know you have the need for them.  For details see the section Advanced Options: Confidentiality Module for Calendars Only.

Template Relationship Creation Dialog: Step 8

8)Complete Step 8:
a)Select What to do with Messages when a User is Deleted.  It is recommended that you select Remove Destination Copies.  See the section Deleting Relationships.
b)Click Select.
c)Click Next.

Template Relationship Creation Dialog: Step 9

9)Complete Step 9:
a)If necessary, change the name of the relationship to suit your needs.  In most cases the default should be sufficient.  Do not, however, remove the [%name] reference.  This field is needed in order to substitute the name of the actual account using this template.
b)If you want to do both folder publication and folder aggregation, check the Automatically make the reverse of this relationship.  When complete, another template relationship will be created with the same settings that reverses the source and destination folders for you.  The reverse relationship template will show up and be managed as a separate relationship from this original one.  The steps to complete the reverse relationship are not shown here.
c)Click Finish.

Congratulations, you've finished creating a relationship template!

 

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