Resetting the Outlook\Exchange contacts and calendar link - Best Practices

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Best Practices for re-setting the exchange or Outlook stand alone link.

Due to the possibility of duplicated contacts please follow these steps when\if you reset your link.

1

Select Preferences

2

Select Calendar & Contacts under Links

3

Select Configure

4

Select Step 1 (if on exchange select Test Connection)

5

Use the arrow to navigate to Link Preferences -> People\Contacts

6

Set this to NO. (This is to avoid any duplication of contacts in Outlook\Exchange)

7

Use the arrows to go to the next screen

8

Under Link Preferences – Appointments select the date you wish to initialize from.

For best practices please chose the date of your last successful synchronization.

9

Use the arrow to toggle to Tasks and select the Initialization date here as well.

10

Click Finish

11

Select Step 3

12

Use the arrow to toggle through the screens and leave the defaults.

13

Select Finish

14

Select Step 4 – Initialization – check off all the boxes.

If on Exchange select the Send Sticky option. Your Amicus Administrator will be notified and will schedule your synchronization.

15

If on Outlook stand-alone select Step % and then Reset.

16

Select the data of your last successful initialization.

17

Once the process has completed you will receive a notification that the process is complete.

18

Go back to Step 2 and select Yes to Exchange with People\Contacts

19

Log out and then back into Amicus.