PSync.NET for Outlook

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pSync.NET for Outlook is an addin for Microsoft Outlook to synchronize Outlook entries with PHProjekt. It's based on the Synchronization Webservice of PHProjekt.

pSync.NET uses pSync.NET Interop Assemblies. The current implementation is on alpha stage.

Contents

Installation

Requirements

Client Befor you install pSync.NET for Outlook make sure that you have installed the Microsoft .NET Framework 1.1 from [1]. pSync.NET also requires Outlook 2003 with installed .NET Assemblies. A typical installation will include these assmeblies. If you don't have it installed, restart the Office installation and choose the option in the installation details.

Server As the current server side synchronization implementation doesn't fit all the needs for pSync.NET and thus doesn't provide one way synchronization you have to install modified php fileds included in the pSync.NET installation archive.

Make sure you use PHProjekt 5.2. Just copy the files from the "soap-patched" directory to your "/sync/soap" directory of your PHProjekt installation and overwrite the files.

Installation

To install pSync.NET just click the "setup.exe" and start the installation. A wizard will guide you through the installation process.

After the installation wizard finished successfully start Outlook 2003. If the installation was correct there should be a command bar called "PHProjekt Synchronization". If not please read the PROBLEMS section.

Deinstallation

To deinstall pSync.NET go to System Preferences->Software and click the deinstallation button on the pSync.NET entry.

A wizard will guide you through the deinstallation process.

Problems

If there is no "PHProjekt Synchronization" command bar in your Outlook after the installation make sure that:

  • Your environment satisfy the requirements.

This means that Microsoft .NET Framework 1.1 must be installed and the Outlook .NET Assemblies must be installed. See section 1. Requirements of this document for more information.

  • Goto Settings -> Extras -> COM-Addins and look if

pSync.NET is listed. If it is listed, look if there is an error message provided. Try to reinstall pSync.NET.

Using

Settings

If you installd pSync.NET the PHProjekt Synchronization command bar will appear in Outlook. Click on the button and choose Settings.

The Settings dialog will appear.

PHProjekt Settings Before you can synchronize you have to insert an valid URL to your PHProjekt installation. If you installed PHProjekt at http://yourdomain.com/phprojekt type this URL into the PHProjekt URL settings. Make sure that you installed the updated synchronization server libraries as described in the INSTALL file.

Type in the username of your PHProjekt user. Type in your password if you choose "Save password". If you don't save the password, pSync.NET will ask you for the password everytime you start the synchronization.

Synchronization Settings Choose a synchronization mode:

  • From PHProjekt to Outlook

Your Outlook will receive every entry available on the PHProjekt side and will insert it into your Outlook, but entries you inserted or updated in Outlook won't be transmitted to PHProjekt.

  • From Outlook to PHProjekt

You won't receive any entry from PHProjekt but you every entry in your Outlook will be transmitted to PHProjekt and inserted or updated there.

  • Both

If you choose this option, a full synchronization will be done, and therefore you will receive new entries from PHProjekt as well as PHProjekt will receive new entries made on Outlook

Delete discarded entries If you choose this option, entries that are deleted on Outlook or PHProjekt side will be deleted also on the other side - according to the synchronization mode. E.g. you choose From Outlook to PHProjekt synchronization and choosed the "Delete discared entries" option. If you delete an entry like e.g. a task on PHProjekt and synchronize with your Outlook the entry will be deleted aswell on Outlook if it is available.

Sync private entries If you choose this option also entries marked as private will be synchronized.

Modules You can choose which modules should be synchronized.

Synchronization

To start synchronization click on the PHProjekt Synchronization command bar and choose "Synchronize".

HTTP Auth If your PHProjekt requires HTTP Auth pSync.NET will ask you to enter your HTTP Auth username and password. Please notice. Due to the behaviour of PHP soap and the PHProjekt side implementation of the synchronization, it's possible that HTTP Auth must set up in a special way. Check this tutorial

Common Errors

You might notice that sometimes the connection is disrupted unexpected. Try to synchronize again.

FAQ

No entries yet

Bugtracker

If discovered a bug. Check http://thinkforge.org/projects/psync if this bug was allready commited and fixed in CVS. Otherwise feel free to submit a bugrequest and help us to make the product better

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