Installing the Intellisync PC Client

 

The simplest way to install the PC client is to open a web browser and navigate to the web interface for the Intellisync server. Log in to the web interface then select Settings and Add Sync Device. Select Windows PC as the device type and follow the on-screen prompts to install the client.

 

The Intellisync client for Windows requires that Microsoft Outlook be installed and set as the default email program.

 

NOTE – Offline folders (.oft files) cannot be used with the Intellisync client, it is necessary to set up a separate folder for synchronised information.

 

Outlook XP / 2003

 

The most effective solution is to create two Outlook profiles: one for use when in the office (accessing the Exchange server directly), and one for use when out of the office (using the Intellisync client).

 

Ensure that Outlook is NOT RUNNING.

 

Open the Control Panel and double click the Mail icon. The following window will be displayed:

 

 

Click the Show Profiles button. A list of available profiles will be displayed. You will most likely have one listed called “Outlook”:

 

 

Click Copy. You will be prompted to enter a name for the new profile. Enter “In Office” and click OK:

 

 

Select the Outlook Profile and click Remove. You will be prompted to confirm that you want to remove the profile, click OK.

 

Click Add. You will be prompted to enter a name for the new profile, enter “Out of Office” and click OK:

 

 

The following window will be displayed:

 

 

Select the option to Add a new email account and click Next. The following window will be displayed:

 

 

Select the option to create a POP3 account and click Next. The following window will be displayed:

 

 

Enter your name in the Name field, and enter your email address in the Email Address field.

In the other fields simply put the letter “a”, the contents of these fields are not relevant.

Click Next. Click Finish.

Both profiles will now be listed. Select the option to Prompt for a profile to be used when starting Outlook:

 

 

Select the Out of Office profile and click Properties. The following window will be displayed:

 

 

Click the Data Files button. The following window will be displayed:

 

 

You should see an entry for Personal Folders.

If the list is empty, click Add. The following window will be displayed:

 

 

Select Office Outlook Personal Folders File and click OK.

Click OK again. The following window will be displayed:

 

 

Enter a name for the new file, Intellisync is recommended. Click OK.

Click Close and then Close again.

Click OK.

 

Launch the Intellisync client. Open the Settings menu and select What to Sync…

 

 

The following window will be displayed:

 

 

Click on Settings to the right of Microsoft Outlook, the following window will be displayed:

 

 

From the first drop down menu select the Out of Office profile.

From the second drop down menu select Intellisync.

 

When starting Outlook you will be prompted to select which profile you want to use: “In Office” or “Out of Office”.

Selecting “In Office” will contact the Exchange server directly.

Selecting “Out of Office” will display the emails that have been synchronised using the Intellisync client.

 

The client has now been successfully configured. Verify that the client can synchronise with the server both via the LAN and the Internet.