How to configure SmarterMail Sync with Microsoft Outlook

NOTE: Sharepoint Sync does not support notification features, so items like SmarterMail calendar reminders will not be available within Outlook.

Applies to SmarterMail Enterprise 8.x - 11.x

SmarterMail supports the two-way sync of SmarterMail calendars, contacts, and tasks with Outlook 2007 and Outlook 2010.

When using Microsoft Outlook 2003, all information will be read only. When using Microsoft Outlook 2007 and above, Smartermail and Outlook will be synchronized as changes occur in either application (based on synchronization schedules).

If you already have Contacts or Calendar items in your Outlook, you will need to copy them to the new Calendar and Contacts that will be created in Outlook after you've completed the steps outlined below. Moving these items can be completed simply by clicking and dragging from one Calendar (or Contact list) to the other. Or, if you prefer to copy them, simply copy and paste. Please note, however, synchronization will only occur between the newly created Smartermail Calendar and Contact list in your Outlook. It will not synchronize between the default Outlook Calendar or Contact list for the simple reason that you are creating new Calendar and Contact accounts.

Synchronizing your Calendar

Follow these steps to sync your SmarterMail calendar with Outlook from the Web interface:

1. From your computer that has Microsoft Outlook installed, log in to the SmarterMail web interface.
2. Click the Calendar icon.
3. Click the Actions menu and then Add to Outlook in the navigation pane toolbar.
4. This will open a new window that contains details about the connection you are about to make with Outlook. You may keep the default description and display names or type your own in the appropriate fields.
5. Click OK.
6. This will open the 'Launch Application' window. Click OK to launch Outlook.
7. To allow SmarterMail to connect with Outlook, click Yes.

Your SmarterMail and Outlook calendars are now synchronized and any changes you make to the calendars will be updated in real time.

Synchronizing your Contacts

Follow these steps to sync your SmarterMail Contacts with Outlook from the Web interface:

1. From your computer that has Microsoft Outlook installed, log in to the SmarterMail web interface 
2. Click the contacts icon.