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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