Outlook 2007 & 2003 Mail, Calendar, Contact, Task sync setup on Professional Plan  

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1. Open Windows Control Panel > Open User Accounts and Family Safety>

Open Mail > Click Show Profiles. Present Outlook is seen as 'Outlook'. Click Add

2. Type a new Profile Name, eg. 'Triosync'> Click OK. This will open the Auto Account Setup Window

3. In the Account Setup Window, select "Manually configure server settings..."

4. Choose "Other" and select 'Kerio Connect (KOC Offline Edition)'

5. Enter 'Server Name', 'Account name' and Password. These are mailed to you by Triosync. Click 'Retrieve Info' button and wait for name and email ID to appear to confirm connection with the server is successful. Click OK. Click Finish. It might take a while to complete this process. Please wait until the next window appears.

6. Triosync as a New Outlook profile is setup. Select 'Prompt for a profile to be used' to choose present Outlook or Triosync Outlook when Outlook opens.

7.  Open Outlook and choose Triosync profile. Click OK

8.  It might take a while for Outlook to download default folders and complete initial sync. Please wait. Once complete, proceed to import present Outlook data into Triosync Outlook.

9. Before beginning to import, copy present Outlook PST file to Desktop.

Click File > Import and Export > select Import from another program or file. Click Next

10. Select Personal Folder File. Click Next.

11. Click 'Browse' and locate Outlook.pst file

12. Select the Outlook.pst file and click 'Open'

13. Select locations as below and click Finish

14. Please wait for data import to finish. Once completed, allow it to sync with Triosync server. You may now add additional email accounts.

15. Once additional email accounts are added, and a new email is sent, you might see a warning to choose store folder for sent items. Select 'Default Folder'.

It is recommended to stop 'send and receive' of accounts that you don't want to Receive mails. Use the screen below to set it.

16. Select All Accounts > Edit

17. Select accounts you don't want to receive mails and disable 'Include the selected account in this group'

Business plan setup on Outlook 2003 is now complete. Please wait for Outlook to sync all data with Triosync server. Once complete, you can configure Mobile devices via Exchange Server mode. To setup Triosync on additional Outlook, add it as a new email account and set Triosync contact as default Outlook contact. Data would be downloaded automatically.


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