Outlook Google Calendar Users Guide - aqua

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Augustus Mathews
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1 Outlook Google Calendar Users Guide - aqua Updated 10/04/2017 Page 1 of 5

2 Advantage & Outlook, Google Calendar Advantage includes several ways to connect the Webvantage Calendar appointments with Outlook or Google Calendar. These options also allow for appointments that originate in Outlook or Google Calendar to sync with the Webvantage Calendar (two-way integration). This feature also allows for one-way integration with Advantage and the Outlook Calendar (Advantage to Outlook only). Modifications to shared appointments are also synced using the same methods. Appointments in the Webvantage Calendar can only be edited by the employee who they belong to. The option to synchronize an Employee's calendar (Outlook / Google) with Webvantage calendar is set in Advantage Maintenance Accounting Employee - Alerts & Settings tab. Google Calendar synchronization utilizes the Time Zone setting in Webvantage Maintenance Project Management Alert Assignments - Other Settings tab. Webvantage/Outlook Calendar Interface To activate syncing from Webvantage to Outlook, check the option found in in Integration Settings Maintenance (Sync with Outlook). This is optional, but recommended. Install the Advantage Outlook Add In application on the user workstation and establish the desired settings (see below for details). This step is required whether you are syncing from Webvantage to Outlook or from Outlook to Webvantage. To Install the Advantage Outlook Add In: In the Advantage directory, locate the file Advantage Outlook Addin Setup.zip which can be found in the Calendar Interfaces subdirectory. Select the version (see list below) based on your configuration. Use the setup or.msi program to load the program based on your configuration. Versions Available: Updated 10/04/2017 Page 2 of 5

3 After Installation: From the File Menu in Outlook, locate the Advantage Add-In. To activate syncing from Outlook to Webvantage, access the Advantage Add In (from Outlook) and establish the desired settings. o Sync Outlook and Advantage Appointments (two-way sync). This option requires logging into the Advantage database (see next step). o Sync Advantage Appointments Only (adds Webvantage appointments to Outlook but does not add Outlook appointments to Webvantage). This option does not require logging into the Advantage database from Outlook, so it works great for Hosted users. To login to the Advantage database, click on Login and enter your standard Advantage SERVER, DATABASE, USER ID and Password. Updated 10/04/2017 Page 3 of 5

Click on NONE to temporarily de-activate. Use the Log Out button to log out of the Advantage/Outlook Add-In. The syncing occurs through the Employee s Email, User Name, and Password.

4 Click on NONE to temporarily de-activate. Use the Log Out button to log out of the Advantage/Outlook Add-In. The syncing occurs through the Employee s , User Name, and Password. The employee s Outlook address, user name and password must exist in the Advantage Employee maintenance file. Appointments created in Webvantage are synced when is received through Outlook and display on the Outlook Calendar at that time. Appointments created in the Outlook Calendar are synced with the Webvantage Calendar and are available immediately. This may require refreshing the Webvantage Calendar page if already open. Modifications to shared appointments are also synced using the same methods. o Modifying Appointments in Outlook: o Using Drag and Drop feature to edit appointments from Webvantage appointments to Outlook and Outlook to Webvantage appointments are supported in the sync. Updated 10/04/2017 Page 4 of 5

Webvantage/Google Calendar Interface To activate syncing from Webvantage to Google Calendar, check the option found in in Integration Settings (Sync with Google Calendar).

5 Webvantage/Google Calendar Interface To activate syncing from Webvantage to Google Calendar, check the option found in in Integration Settings (Sync with Google Calendar). This is optional, but recommended. Calendar syncing (two ways) is automatic through Advantage Services/Calendar which runs on your server and regularly intercepts calendar events. Install the Advantage Services/Calendar and establish the desired settings (see below for details). This step is required. To Install the Advantage Services (Google Calendar): In the Advantage directory, locate the directory Advantage Services. Use the setup or.msi program to load the Advantage Services Setup.msi. After Installation: Right click on the Advantage Services icon, located in the task bar on your desktop to Show Log and Settings. Configure your database profile by using the Database Profiles option. Select the Calendar tab. o Set how often the synchronization should run. o Select the Database Profile to be used. The syncing occurs through the Employee s , User Name, and Password. The employee s Google address, user name and password must exist in the Advantage Employee maintenance file. Appointments created in either calendar are synced incrementally based on the settings in the Advantage Services and are available immediately after that action has occurred. This may require refreshing the Webvantage Calendar page if already open. Modifications to shared appointments are also synced using the same methods. Updated 10/04/2017 Page 5 of 5

Security. Group User. Page 1 of 9

Security. Group User. Page 1 of 9 Security This document covers the new Security modules (User, Group and Module) and related modules such as Change Password and the Security Report. Please see the section labeled Conversion of Data for