CB Exchange Server Sync
Online Documentation

1. Introduction

Microsoft Exchange Server is the most popular communication, collaboration and email messaging application today. It delivers the must have services like mail server, calendar, task manager and contacts manager. Companies can use it by installing it on their servers or can take advantage of the cloud services.

Usually a user has his own email account with mails, tasks, contacts and appointments but is not uncommon the scenario when a user has two or more mailbox accounts within same or different instances and versions of Exchange Server. The demand to keep mailboxes items synchronized leads to a problem.

Connecting Software proposes a solution to this issue providing a tool which allows to synchronize multiple Exchange Mailboxes. For example if you need to synchronize one user on two or more exchange servers, even different versions of Exchange Server so that the user and the external party(in most cases customers) are not aware that you are using two Exchange Servers or two mailboxes, then for this purpose CB Exchange Server Sync Tool is an ideal solution.

The CB Exchange Server Sync Tool is an application dedicated to synchronizing Microsoft Exchange user folders. Users and folders can be located either on the same version and instance of Exchange Server or they can be located on different instances.

The tool uses a windows service which performs the synchronization between mailboxes in periodic runs. The tool also provides a graphical user interface to set up the synchronization properties such as connection string to the data source, target folders and synchronization period.

The synchronization process runs in parallel with Microsoft Exchange Services in a non-blocking mode, therefore not influencing whatsoever in the general performance of Exchange Server itself.

Key features:

  • Synchronize email folders
  • Synchronize contacts
  • Synchronize tasks
  • Synchronize calendar
  • Synchronization between different Exchange versions
  • Custom configuration of each synchronized user
  • One-way and two-way synchronization

2. How It Works

The CB Exchange Server Sync consists of two basic components:

  • Connecting Software SaaS Portal (SaaS Portal)
  • CB Exchange Server Sync cloud service

Connecting Software SaaS portal takes care about configuration, subscription management and monitoring.

CB Exchange Server Sync cloud service is responsible for synchronization process. The Connecting Software SaaS portal is also responsible for configuration of mailbox pairs.

What is the mailbox pairing?

Pairing is necessary for the CB Exchange Server Synchronization Service to know which users/folders have to be synchronized. This pairing will be explained in details in the following chapters.

WARNING: Service is operating on Exchange/Google mailbox level. The service is creating, modifying and deleting items. We are not responsible for recovering the mailbox to the initial state. Please test the service in your test environment first and create backups before implementing to the production environment.

3. System Requirements

  • Internet access to our portal (portal)
  • Exchange Web Services (EWS) accessible from the internet with a trusted SSL certificate
  • At least two Exchange mailboxes (users) or one Exchange and one Google/Gsuite mailboxes (users)

4. Purchase

To purchase the CB Exchange Server Sync product, visit our webpage @ test.connecting-software.com and choose “CB Exchange Server Sync” from the products menu as shown in the figure below.

CB Exchange Server Sync in menu

Figure 1: Connecting Software Homepage

From the “CB Exchange Server Sync” product page shown below in Figure 2, click the pricing tab to view the pricing page with the available purchase plans as shown in Figure 3.

CB Exchange Server Sync Online Documentation

Figure 2: CB Exchange Server Sync Product Page

Scroll down the page and click “Try Now” to get your free trial to test the product first or you could purchase a paid subscription as shown below in Figure 3 by clicking “Buy Now”.

CB Exchange Server Sync Pricing page

Figure 3: CB Exchange Server Sync Purchase Plans

CComplete your purchase profile and place your order by clicking the “Place Order” button

CB Exchange Server Sync Online Documentation

Figure 4: CB Exchange Server Sync Order Confirmation

Once done, you will see an order confirmation on the screen

CB Exchange Server Sync - Thank you page

Figure 5: CB Exchange Server Sync Order Confirmation

You will get 2 emails from us. An order confirmation email and a guidelines email.

CB Exchange Server Sync Online Documentation

Figure 6: Order confirmation and guidelines emails

Click the link pointing to our SaaS portal from step 1 in the guidelines email to access your SaaS portal and configure your “CB Exchange Server Sync”.

5. Login to SaaS portal

After clicking the link shown before in Figure 6 pointing to our SaaS portal [SaaS portal], you need to login to your SaaS portal account if you have one already or create a new one.

CB Exchange Server Sync Online Documentation

Figure 7 – SaaS Portal 

Now, you need to configure “CB Exchange Server Sync”.

6. Configuration

The following chapter describes the configuration process of “CB Exchange Server Sync”. There are two different methods that can be used to configure your synchronization pairs, using the configuration wizard or by manually configuring the server, pairs and folders.

6.1 Important Concepts

6.1.1 Deciding the Synchronization pair configuration

The CB Exchange Server Sync can be configured in two ways:

6.1.1.a Service Account Configuration

6.1.1.b Direct Credentials Configuration

6.1.1.a Service Account Configuration

Service user (also known as root user) is the user on each side of the synchronization part which is granted access to all the other synchronized users which are to participate in the synchronization. Thus, each user wishing to participate in the synchronization process needs to grant this service user Owner permissions.

Any exchange user can become a service user if other users grant them the ‘Owner’ permission level of their folders. This principle with a single service user is implemented in order to simplify the process and to avoid password exposure of the participating users

CB Exchange Server Sync Online Documentation

Figure 8: Service Configuration using a Service User (Root user)

This way of configuration is more suitable for users synchronizing more than one pair because it will save time when it comes to configuring the service in addition to that fact that there is no need to store the password of each individual exchange user participating in the synchronization process.

Currently, the above concept can be implemented via impersonation or by granting owner permission to the service user as explained below:

a. Impersonation

Impersonation allows the service user (service user) to impersonate another user. Impersonation is the way to go when you need access to multiple mailboxes, as it enables you to easily grant access to each mailbox in database.

We strongly recommend this method, as granting owner permissions and dealing with the private items synchronization for each individual user might be an onerous process. When using impersonation, private items are synchronized by default.

For more information about impersonation, please see the following Microsoft MSDN articles:

– https://msdn.microsoft.com/en-us/library/office/dn722377(v=exchg.150).aspx 

– https://msdn.microsoft.com/en-us/library/office/dn722376(v=exchg.150).aspx 

b. Granting owner permission to the service user

There are two possibilities how to grant the appropriate permission to the service user – via Microsoft Outlook or PowerShell script directly on Exchange Server. We will describe the procedure “how to grant owner permission to calendar folder for service user via MS Outlook” as an example:

1. From Outlook, go to your Calendar tab, right click your calendar and click Properties as shown below in Figure 9.

CB Exchange Server Sync Online Documentation

Figure 9: Calendar Properties

From the calendar properties dialog shown below in Figure 10, click the Permissions tab, click “Add” button to display the “Add Users” screen. Select your service user from the list of users and change the permission level to “Owner” form the Permission Level options list.

CB Exchange Server Sync Online Documentation

Figure 10: Calendar Properties Dialog

If you did everything correctly, your properties window will look like the one shown in Figure 11 below aside of course from the name of the service user which is in this example “Test User02”.

CB Exchange Server Sync Online Documentation

Figure 11: Granting the Service User an Owner Permissions

NOTE: Please, contact your system administrator for assistance in case the Permissions tab in the Properties window isn’t available. Repeat the steps discussed in this section for every folder which will be synchronized by the service user.

Private Items Synchronization

If you want private items to be fully synchronized you need to set up the permission so that the Delegate can see your private items. To do that, click “File” from Outlook’s main menu to display the “Account information” screen shown below in Figure 12, click “Account Settings” and choose “Delegate Access”.

CB Exchange Server Sync Online Documentation

Figure 12: Outlook Account Information

As shown below in Figure 13, from the “Delegates” screen, click “Add” to select a user, select the required user and click “ok”

CB Exchange Server Sync Online Documentation

Figure 13: Delegates

From the “Delegate Permissions” dialog, choose the desired permissions and enable the option “Delegate can see my private items” as shown in Figure 14 below.

CB Exchange Server Sync Online Documentation

Figure 14: Delegate Permissions Screen

6.1.1.b Direct Credentials Configuration

There is also a possibility to configure the synchronization pair without a pre-configured Exchange servers. This way of configuration might be suitable for users that want to synchronize only two mailboxes, in this case, they do not need to create another service (root) user for each Exchange server party. There is no need as well for any settings on the Exchange side.

6.1.2 Primary & Replica Concept

Regardless of the way you want to configure your sync pairs, the first user of the synchronization pair is the “Primary Account” while the second user is the “Replica Account”.

The Primary and Replica accounts are used to deal with conflict situations. Please see following table.

Primary and Replica Concept
Case Action on Primary Account Action on Replica Account Effect on Primary Account Effect on Replica Account
1 Deleting an item Deleting the same item Item will be deleted Item will be deleted
2 Updating an item Updating the same item Item will be updated Item will be updated by Primary account updates and replica account updates will be lost
3 Updating an item Deleting the same item Item will be deleted Item will be deleted
4 Deleting an item Updating the same item Item will be deleted Item will be deleted

For example, if an item is deleted from the primary account but updated at the replica account, then the item will be deleted from the replica account as shown in case 4 in the above table. In other words, actions done at the primary account are overriding actions done at the replica account, except when an item is deleted form the Replica account as shown in case 3 in the above table.

Example: You have a ClientA (Primary account) and a ClientB (replica account)

Case 1 – ClientA deletes item; ClientB deletes same item; Item is deleted on both accounts

Case 2 - ClientA updates item; ClientB updates same item; Item is updated on both accounts

Case 3 - ClientA updates item; ClientB deletes same item; Item is deleted on both accounts

Case 4 - ClientA deletes item; ClientB updates same item; Item is deleted on both accounts

6.2 Using the configuration wizard

The CB Exchange Server Sync wizard is a new streamlined way of synchronizing pairs.
After logging in, you will be redirected to the configuration page. If for some reason you lost the link or forgot how to get there, the wizard can always be accessed through the dashboard quick links section.

CB Exchange Server SyncOnline Documentation

Figure 15 – Dashboard quick links section

6.2.1 Already existent CB Exchange Server Sync customer

When you have already activated the service and it is still active, when clicking the Configuration Wizard button, you are redirected to the page below. This page let’s you go to the configuration wizard or just activate a new token.

CB Exchange Server SyncOnline Documentation

Figure 16 – After activating your service

NOTE 1:
You can activate battery tokens in this page, not just subscription tokens.

NOTE 2:
When you already have an active subscription, there are two different ways to activate a second one. These depend on your needs:
• You want to activate this second subscription simultaneously with the first.
• You want to activate this second subscription when the first subscription expired.

6.2.2 Service Activation

You start by activating a license (if you haven’t already). If you purchased a trial or a regular subscription you should have received an activation code via e-mail. To activate the service, Copy the activation code from the e-mail you received as shown in Figure 6 earlier and paste it into the “Activation Code” field in the “Service Activation” window and press the “Activate Token” button. A confirmation message will be displayed confirming that the service was activated successfully.

CB Exchange Server SyncOnline Documentation

Figure 17 – Configuration Wizard – Activating the service

CB Exchange Server SyncOnline Documentation

Figure 18 – Configuration Wizard – Service activated

Once done, you are ready to configure the service.

6.2.3 Pair Configuration

Once you have decided which way of configuration you want to go, you can configure the CB Exchange Sync via the wizard as shown below.

CB Exchange Server SyncOnline Documentation

Figure 19 – Configuration Wizard – Choosing the type of configuration

6.2.3.a Pair configuration via Service Account configuration
Server configuration

If you decided to go with the “Service Account configuration” way, you have to configure the servers and then later the mailbox pairs.

You can choose between a new server configuration or an already existent one.

CB Exchange Server SyncOnline DocumentationCB Exchange Server SyncOnline Documentation

Figure 20 – Configuration Wizard – Both Server configurations options

Keep in mind that if you choose to create a new configuration, when you click to go to the next step that server configuration will be saved.

At the moment, there are these options regarding different server’s creation:

  • Exchange
    • Using Password - Adding your credentials manually
    • Signing in with Microsoft
  • Google
    • Signing in with Google
    • Using Gsuite Service Account

To use an existing server, just select it from the Server list.

To create a new server, choose “New Exchange Server” or “new Google Server” from the Server list. Depending on your choice you might need to provide additional info:

  • Server alias: an alias for your server configuration for easier identification.
  • Service user name: The user name of the service user.
  • Service e-mail address: The e-mail address of the service user.
  • Password: The password of the service user.
  • JSON Key: The content of the JSON file of your GSuite - you can check on GSuite Service account configuration section
  • Use impersonation: indicates whether the service user has impersonation rights

Once done, click the “Test connection” button.

If you chose an Exchange server configuration you don’t need to worry about the Exchanged Server URL and version information, thanks to the Auto discovery feature that works with Office 365.

NOTE: The auto-discover feature is available only for Office365 Exchange Servers. For on-prem version, it’s not technically possible to do so because the service is out of the domain (and network) where the Exchange server is installed.

If connection was successful you should see the following

CB Exchange Server SyncOnline Documentation

Figure 21 – Auto discover

If for some reason the “Test Connection” fails, then you will need to fill in the additional fields:

CB Exchange Server SyncOnline Documentation

Figure 22 – Auto discover failed window

    • Server URL: Exchange Web Service (EWS) URL. Possible values can be found in the Exchange URL and Version Examples
      • If you don’t know your EWS URL, please contact your administrator.
    • Server version: The version of the Exchange server. If you don’t know the version of the Exchange server, please contact your administrator.

    After finishing both server’s configuration, the next wizard step will take you to the pair configuration.

    Pair configuration

    CB Exchange Server SyncOnline Documentation

    Figure 23 – Configuration Wizard – Pair configuration using service account

    • First server: This is the alias we gave to the Server configuration that we configured previously.
    • First User: If you are searching for a google user, you will need to put the whole email. If you are using an exchange user you need to type at least 3 letters from the email address of the user and the list will display all email addresses matching your search text.
    • Follow the previous 2 steps to setup the Second Server & Second User of the synchronization pair.

    6.2.3.b Pair configuration via direct credentials

    If you choose “Direct Credentials” configuration, you have to configure both mailbox pairs directly.

    CB Exchange Server SyncOnline Documentation

    Figure 24 – Configuration Wizard – Direct Credentials Configuration

    For first pair configuration you can:

    • Exchange Using Password - Adding your credentials manually
    • Signing in with Microsoft
    • Signing in with Google

    For second pair configuration you can:

    • Exchange Using Password - Adding your credentials manually
    • Signing in with Microsoft

    All fields are required but using the sign in with ‘provider’ they will all be pre-filled:

    • User name: The user name of the first user.
    • E-mail address: The e-mail address of the first user.
    • Password: The password of the first user

    When you click ‘Test Connection’ it will test if your configurations are correct.

    In case you are using an Exchange configuration the feature ‘Auto discover’ will try to find your URL and server version. Please refer to the section discover. If it is not successful you will have to fill in these fields as well:

    If you don’t know your EWS URL, please contact your administrator.

    • Server version: The version of the Exchange server. If you don’t know the version of the Exchange server, please contact your administrator. Once you fill in the information above, please test the connection as a successful connection is required to be able to save the synchronization pair.

    After you have configured your pairs, you will need to set its synchronization settings. Keep in mind that if you choose to go to the next step that the pair and its settings will be saved.

    6.2.4 Synchronization settings

    CB Exchange Server SyncOnline Documentation

    Figure 25 – Configuration Wizard – Pair Settings configuration

    • Polling interval: The synchronization service needs to check the Exchange server for new changes since the last synchronization. This number indicates how often to check for updates
    NOTE: A shorter interval results in faster and more precise synchronization, but it increases traffic.
    • Start date of sync: All items created or modified on that date and later will be synchronized. Any item created or modified before that date will not be synchronized. (For more information visit section Setting up Synchronization Start Date)
    NOTE: It’s possible to leave the “start date of sync” blank, however if you don’t set the “start date of sync”, then the synchronization process will synchronize all items it finds on the exchange server.
      • Start Date strict mode: this should be checked if you want that even items which were created before the 'start day of sync' date won't be synchronized even if they are updated.
      • Synchronization type (for a practical example visit section Pair Synchronization Types):
        • First-To-Second: Changes made at the first user will be replicated to the second user but not the opposite.
        • Second-To-First: Changes made at the second user will be replicated to the first user but not the opposite.
        • Bidirectional: Changes made at any user will be synchronized with the other user.
      • Include subfolders: every subfolder inside the synchronized items will be synchronized as well and if those folders don’t exist on the other side they will be created (for practical example visit section What happens if I choose ‘Include Subfolders’?)
      • Sync Read flag: If this option is checked, it means that the “read flag” of the emails will be synched as well. (for a more practical example see How Sync Read Flag works and what is it)
      • Do not synchronize private items – If checked, It will not synchronize the private items
      • Undo changes made on replica – If checked, the changes made on the replica side will be overridden by the original item
      • Conflicts Settings (for a practical example visit Conflicts Settings examples section):
        • First User wins, no logs: When there is a conflict, first user item will be the one being synched and there will be no logs with that information.
        • Second user wins, no logs: When there is a conflict, second user item will be the one being synched and there will be no logs with that information.
        • Don’t synchronize, but log the conflict: When there is a conflict, it won’t synchronize the item but it will log the conflict and show in the conflicts table

      Going to the next step will save your pair and its settings, and you will then be able to map the folders you want to synchronize.

      6.2.5 Folder mapping

      In this step you can map mailbox folders and public folders.

      CB Exchange Server SyncOnline Documentation

      Figure 26 – Mailbox and Public folders in outlook

      Mailbox folders are the standard folders that you see on your mailbox, such as calendar, inbox, contacts, tasks and any folders you have created there as well (See 1 in the figure above).

      Public Folders (these are only available in normal folder mapping outside the wizard) are an easy way to share content with multiple user and groups. These folders are often at the core of business processes and, if you add the ability to receive mail directly to the folder you can easily streamline your business process. You can for example, organize projects into their own dedicated folders, specify business unit folders for sharing content specific to it, create team tracking calendars that everyone has access to by creating a calendar folder or even create contact repositories (See 2 in the figure above).

      CB Exchange Server SyncOnline Documentation

      Figure 27 – Configuration Wizard – Folder mapping for mailbox folders

      Choose the type of folders you want to map (step 1 and 2) then choose a folder from each mailbox and click pair (steps 3, 4 and 5 in the image above). Keep doing this for all the folders you want paired. Every time you pair a folder, it will show up on the list (step 6).

      CB Exchange Server SyncOnline Documentation

      Figure 28 – Folders mapped

      After mapping a folder pair, you can see it in a list:

      1. First User folder name
      2. Second User folder name
      3. Include subfolders – Chose whether to map subfolders as well
      4. Delete folder pair

      CB Exchange Server SyncOnline Documentation

      Figure 29 – Configuration Wizard – Folder mapping for public folders

      You can also map public folders. For this you click the ‘load public folders’ for both users (step 1 and 2) and then you do the same steps done earlier for the mailbox folders; choose first user folder, second user folder and then click pair. Keep doing this until you are done with all the mappings.

      NOTE: All the pairs created in the wizard will have their sync settings equal to the pair previously created. You can later edit any of them and change its synchronization start date or any other settings.

      When you are done you can proceed to the last step. Keep in mind that when you click ‘Finish’ you won’t be able to go back and change your settings, everything will be already created.

      For more info please refer to this section (Folder mapping).

      6.2.6 Starting the Sync

      CB Exchange Server SyncOnline Documentation

      Figure 30 – Starting the Sync

      In the final step you can choose whether to start synchronizing the just created pair. You can also choose whether you want to create additional pairs (if you are creating pairs with service configuration) or leave the wizard. Please refer to the sync pair settings section for more info.

      6.3 Navigating the Dashboard

      After having an active configuration, this configuration can be accessed through the SaaS Configuration menu or through the SaaS Dashboard:

      CB Exchange Server SyncOnline Documentation

      Figure 31 – CB Exchange Server Sync on Dashboard

      In the Dashboard you will find quick links (1) as well as your configurations (2). Keep in mind that by clicking ‘Go to Configuration’ (3) you will be redirected to the Pair configuration page where you can start/stop your pairs and by clicking ‘More Info’ (4) you will be able to see more information about the configuration.

      Each configuration has information about traffic consumption, number of subscriptions, batteries and users:

      CB Exchange Server SyncOnline Documentation

      Figure 32 - CB Exchange Server Sync Service Information

      1. Service icon/name
      2. Name of your configuration
      3. Link to the Configuration’s list page (where you can start/stop the configuration)
      4. Available traffic – takes into account all active subscriptions traffic and available batteries
      5. Battery in use – The specific service is using a battery at the moment (there will be an icon there when the batteries are in use CB Exchange Server SyncOnline Documentation)
      6. Number of available subscriptions (both active and future)
      7. Number of available batteries
      8. Number of users

      6.3.1 CB Sync Traffic Self Service Analysis Section

      Clicking anywhere on the configuration box (2) will redirect you to the CB Sync Traffic Self Service Analysis Section. This section gives you a way to analyze the traffic consumption throughout the month and see which items are consuming more traffic when being synchronized. The last section shows tips and general issues/solutions of traffic consumption on CB Exchange Sync.

      CB Exchange Server SyncOnline Documentation

      Figure 33 – CB Sync Daily Traffic consumption and valid subscriptions

      1. Configuration link – click to go to your configuration settings page
      2. Daily traffic for the past 7 days
      3. Active battery for this configuration
      4. Traffic information for current month for all active subscriptions

                  a) Month period
                  b) Percentage of available traffic
                  c) Monthly, used and remaining traffic

      6.3.1.a Top 10 most consuming items

      6.3.1.b Traffic Consumption Tips

      6.3.1.c Valid Subscriptions

      6.3.1.d Available Batteries

      6.3.1.e Other Information

      6.3.1.a Top 10 most consuming items

      Scrolling down, the next section gives information about which items are consuming the most traffic. The user can use this information to later decide which items should be banned from synchronization.

      CB Exchange Server SyncOnline Documentation

      Figure 34 – CB Sync Top 10 most consumed items section

        1. Item type and link to the item
        2. Start date for calendar items or creation date for other items
        3. Last time the item was updated
        4. Item’s user account
        5. Item’s size
        6. Times the item was synched
        7. Clears the table and new statistics collecting will start.

      6.3.1.b Traffic Consumption Tips

      Scrolling down more, in the next section you can find additional information about traffic consumption problems:

      CB Exchange Server SyncOnline Documentation

      Figure 35 – CB Sync Traffic consumption tips section

      6.3.1.c Valid Subscriptions

      Scrolling down to the next section, the user is able to find all active and future subscriptions. For each subscription a monthly traffic graphic can be seen as well as other important information.

      CB Exchange Server SyncOnline Documentation

      Figure 36 – Valid Subscriptions

      Expanding a subscription, you could see useful information, like start and end dates, the number of sync pairs, the activation code and other details about the subscription.

      CB Exchange Server SyncOnline Documentation

      Figure 37 - Subscription Details

      1. Subscription’s validation date
      2. The day the subscription was activated
      3. Subscription plan
      4. The number of sync pairs
      5. The activation code
      6. Monthly traffic information
          a) Available traffic percentage
          b) Monthly plan (start date – end date)
          c) Available, used and remaining traffic for the month

      6.3.1.d Available Batteries

      Scrolling down more, in the next section the user can see all the available batteries for the configuration. These batteries are spent only when all valid subscriptions’ traffic is spent for that month. Keep in mind that this section is only shown for services that use traffic. Each battery has the following information:

      CB Exchange Server SyncOnline Documentation

      Figure 38 – Configuration Available Batteries

      1. Battery percentage
      2. Total battery traffic
      3. Remaining battery traffic
      4. Activation code

      6.3.1.e Other Information

      In the last section, you can find more info, for example, batteries that have all their traffic spent or subscriptions that are already expired.

      CB Exchange Server SyncOnline Documentation

      Figure 39 – Other Information

      6.4 Manual Configuration

      All steps done via the wizard earlier could be achieved manually as explained next.

      6.4.1 Service Activation

      To activate the service, choose “Activate service” option from the main menu to display the “Service Activation” dialog as shown in the figure below.

      CB Exchange Server SyncOnline Documentation

      Figure 40 – Service Activation

      Copy the activation code from the e-mail you received as shown in figure 6 earlier and paste it into the “Activation Code” field in the “Service Activation” window and press the “Activate” button. A confirmation message will be displayed confirming that the service was activated successfully.

      CB Exchange Server SyncOnline Documentation

      Figure 41 – Service Activated Successfully

      6.4.2 Pair configuration

      To be able to create a pair via service account, you first need to have a server configured. Follow the section below to create a server and then create a sync pair with “using service user” option. Choosing to have a server configured first is very useful for when you have several pairs to be created all under a mailbox that has impersonation rights for all the other mailboxes.

      If you prefer to use the sign in with Microsoft or directly insert your credentials, you can also do so, and for that you just need to jump to section Pair Configuration.

      Server Configuration

      You need to login to your portal account first as explained before. From the portal main menu, navigate to Configuration -> CB Exchange Server Sync -> Server configuration to display the Server Configuration screen shown below in Figure 42.

      CB Exchange Server SyncOnline Documentation

      Figure 42 – CB Exchange Server Sync – Server Configuration

      You can create an Exchange server or a Google server. For both you have different options:

      • Create exchange Server
        • Basic authentication – you add the credentials manually (Figure 43)
        • Sign in with Microsoft – you use Microsoft to sign in
      • Create Google Server
        • Sign in with Google – you use google to sign in
        • GSuite Service Account – you use the Json File content of the Gsuite to sign in

      CB Exchange Server SyncOnline Documentation

      Figure 43 – Root Exchange User Configuration

      Please refer to the Exchange Server Settings section explained earlier for more info.

      After you fill in the needed information you need to test your connection before you could save the configuration as shown below in Figure 44.

      CB Exchange Server SyncOnline Documentation

      Figure 44 – Test Connection Success

      Now we click “Save” to save this service user information. In the following section we will focus on the pair configuration.

      Pair Configuration

      To be able to configure your synchronization pairs, navigate to Configuration -> CB Exchange Server Sync -> Pair configuration. From the Pair configuration page shown below, click “Create New” (1) to create a new synchronization pair.

      CB Exchange Server SyncOnline Documentation

      Figure 45 – Pair Configuration Page

      After clicking the “Create New” link, the pair synchronization settings page will be displayed as shown below (Figure 46). You have different options there:

      • Using Service User – chose this for configuring pairs using a service account (a server you have pre-configured).
      • Using Direct Credentials – You add manually your credentials for and exchange account
      • Sign in With Microsoft – you sign in using Microsoft
      • Sign in with Google – you sign in using Google

      CB Exchange Server SyncOnline Documentation

      Figure 46 – Create Pair Configuration page

      Please choose the server alias, and the users for the pair. Please refer to section for more info.

      6.4.3 Synchronization Settings

      For each configuration pair you create you have to fill in the synchronization settings.

      NOTE:
      Some of the options might be disabled/hidden when creating a google-exchange pair.

      CB Exchange Server SyncOnline Documentation

      Figure 47 – Pair configuration synchronization settings

      NOTE:
      “Items to sync” will become obsolete. Use folder mapping for better control over the sync.

      • Polling interval: The synchronization service needs to check the server for new changes since the last synchronization. This number indicates how often to check for updates

      NOTE:
      A shorter interval results in faster and more precise synchronization, but it increases traffic usage.

      • Start date of sync: All items created or modified on that date and later will be synchronized. Any item created or modified before that date will not be synchronized. (For more information visit section Setting up Synchronization Start Date)

      NOTE:
      It’s possible to leave the “start date of sync” blank, however if you don’t set the “start date of sync”, then the synchronization process will synchronize all items it finds on the server – consuming more traffic.

      • Start Date strict mode: this should be checked if you want that even items which were created before the 'start day of sync' date won't be synchronized even if they are updated.
      • Synchronization type (for a practical example visit section Pair Synchronization Types):
        • First-To-Second: Changes made at the first user will be replicated to the second user but not the opposite.
        • Second-To-First: Changes made at the second user will be replicated to the first user but not the opposite.
        • Bidirectional: Changes made at any user will be synchronized with the other user.
      • Include subfolders: every subfolder inside the synchronized items will be synchronized as well and if those folders don’t exist on the other side they will be created (for practical example visit section What happens if I choose ‘Include Subfolders’?)
      • Sync Read flag: If this option is checked, it means that the “read flag” of the emails will be synched as well. (for a more practical example see How Sync Read Flag works and what is it)
      • Conflicts Settings (for a practical example visit Conflicts Settings examples section):
        • First User wins, no logs: When there is a conflict, first user item will be the one being synched and there will be no logs with that information.
        • Second user wins, no logs: When there is a conflict, second user item will be the one being synched and there will be no logs with that information.
        • Don’t synchronize, but log the conflict: When there is a conflict, it won’t synchronize the item but it will log the conflict and show in the conflicts table

      Once done save your sync pair and procced to the Folder mapping before starting the sync pair.

      6.4.4 Synchronization Filters

      For google – exchange pairs, you have an additional feature – Synchronization Filters:

      CB Exchange Server SyncOnline Documentation

      Figure 48 – Pair configuration synchronization filters

      • Maximum Attachment Size Allowed: This is the maximum attachment allowed for your exchange mailbox.

      NOTE:
      Google mailbox has no limit because the attachments are being saved in the google Drive. So, you need to set this so that Exchange Sync knows how many attachments it can synchronize (depending on the maximum size you have set).
      Please keep in mind that:
      • Any attachments that exceed this limit will be ignored
      • If you have 3 attachments of 10MBs each but your exchange limit is 25Mbs – only 2 attachments will pass, ignoring the last one

      6.4.4.a Setting Message size limits

      To set the message size limit, please follow this Microsoft article - Use the EAC to set message size limits.

      6.4.4.b Getting Message size limits

      To get the message size limit, please follow this Microsoft article - How do you know this worked?.

      6.4.5 Public folder pairs

      Public folders are designed to provide a shared access to items and an easy and effective way to collect, organize, and share information with other users in your workgroup or organization. Public folders help organize content in a layered hierarchy that is easy to browse. Users will see the full hierarchy in Outlook, which makes it easy for them to browse for the content they are interested in.1

      The CB Exchange Server Sync allows you to create a synchronization pair for two public folders, however these must be of the same type.

      To access Public Folder Pair list, navigate to Configuration -> CB Exchange Server Sync -> Public Folder Pair:

      CB Exchange Server SyncOnline Documentation

      Figure 49 – Navigating to Public folder pair configuration page

      CB Exchange Server SyncOnline Documentation

      Figure 50 – Public folder synchronization pairs main page

      On this screen, the following actions are available:
      1. Create Pair – this action allows you to define a new synchronization pair
      2. Start selected – this action allows you to start the selected pairs
      3. Stop selected – this action allows you to stop the selected pairs
      4. Reset selected – this action allows you to reset the synchronization to the initial state
      5. Delete selected – this action allows you to delete the selected synchronization pairs

      6.4.5.a Creating Public folder pair

      To create public folder pair, navigate to click Create Public Folder Pair (see the figure below).

      CB Exchange Server SyncOnline Documentation

      Figure 51– Creating a public folder pair

      After clicking the Create Public Folder Pair button, you will be redirected to the Create Public Folder Synchronization Pair. The configuration process is like the mailbox pair configuration, but instead of users, you need to choose public folders.

      CB Exchange Server SyncOnline Documentation

      Figure 52– Public folder pair creation

      1. First Server - The server to get the folders from

      Note: Only servers configured without impersonation will be show in the list

      1. Load Folders – shows all public folders in the specified server (see image below)
      2. Second Server - The server to get the folders from

      Note: Only servers configured without impersonation will be show in the listLoad Folders – shows all public folders in the specified server (see image below)

        4. Load Folders – shows all public folders in the specified server (see image below)
        5. Polling interval – specify how often the service should query for the changes in Exchange server
        6. Start day of sync – specify the maximum age of items to be synchronized based on their creation date
        7. Synchronization type - specify the type of the synchronization. Possible values are:

        • a. First-to-Second – items from the first public folder will be replicated to the second public folder, but not vice versa
        • b. Second-to-First – items from the second public folder will be replicate to the first public folder, but not vice versa
        • c. Bidirectional – items will be synchronized from both public folders

        Select the Exchange server for the first public folder and click on the Load folders button. A list of available public folders will be populated. Repeat the same process for the second public folder.

        CB Exchange Server SyncOnline Documentation

        Figure 53– Populated public folder list

        When the public folders are loaded for both servers, you need to select one folder of the same type for chosen Exchange server.

        CB Exchange Server SyncOnline Documentation

        Figure 54– Public folder pair after selecting folders

        6.4.6 Folder mapping

        Once you saved your pair, a new entry will be listed under the sync pairs as shown below.

        CB Exchange Server SyncOnline Documentation

        Figure 55 - CB Exchange Server Sync Pairs

        Before starting the sync, you need to configure the folder mapping. Please refer to the Folder mapping section in this document for more info.

        6.4.7 Starting the Sync

        Once you are done with the folder mapping. You can start the sync by clicking the start button shown below.

        CB Exchange Server SyncOnline Documentation

        Figure 56 - Starting the Sync

        Please refer to the sync pair settings section for more info.

        6.5 Sync Pair settings

        After saving a pair or by navigating to Configuration -> CB Exchange Server Sync -> Pair configuration you are redirected to the Pair configuration page. This page shows the list of pairs that you have created.

        CB Exchange Server SyncOnline Documentation

        Figure 57 – Sync Pairs Page

        1. Create pair – Creates new pairs (refer to Pair configuration)
        2. Additional Settings for Pairs
        3. Actions:
          1. Start selected - Starts Synchronizing all checked pairs
          2. Stop Selected -Stops Synchronizing all checked pairs
          3. Delete Selected – Deletes all checked pairs
        4. Filter – you can filter the pairs, just choose the parameters you need
        5. List of pairs – All pairs you have created

        Each pair has its information as well as a list of actions you can perform:

        CB Exchange Server SyncOnline Documentation

        Figure 58 - Synchronization Pair List

        1. Pair Type – this can be google or exchange
        2. Pair Id
        3. First User
        4. Synchronization Type – this can be first to second, second to first and
        5. Second User
        6. Pair Additional Settings:
          1. Post Processing (add or remove the current one)
        7. Status of the synchronization – this includes the number of items synched and in need of sync
        NOTE: 
        If you click “Start”, the synchronization will start running and the status will be changed to “StartedYou can stop the synchronization only if it’s in the “Started” status. You can only start the synchronization if the service is activated, to see how to activate the service please navigate to “Activating the Service” section of this document.

         8. Actions

        CB Exchange Server SyncOnline Documentation

        CB Exchange Server SyncOnline Documentation

        Figure 59 – Synchronization Pair Actions

        If a pair status is ‘Stopped’ you can see a certain list of actions:

          1. Start Synchronization - starts synchronization of the pair
          2. Folder Mappinggoes to folder mapping
          3. Ban Item Listgoes to ban items list
          4. Conflicts List – goes to the conflicts log list – this is only active when you have set the conflicts to ‘Don’t Synchronize, Log” (see more in Conflicts Settings examples
          5. More options:
            a. Edit Pair - edits your pair configuration and its settings
            b. Delete deletes the configuration pair

        If the pair status is ‘Started’ you see a different list of actions:

        1. Stop Synchronization – stops synchronization of the pair
        2. View Pair Information – show the pair information

        6.5.1 Synchronization Status

        There are different status that your pair can have during synchronization and when it is stopped:

        CB Exchange Server SyncOnline Documentation  This status is shown for the pair when it is not running/not synchronizing

        CB Exchange Server SyncOnline Documentation  This status is shown for the pair once you click the start button

        CB Exchange Server SyncOnline Documentation  This status is shown for the pair once the pair is synchronizing

        CB Exchange Server SyncOnline Documentation  This status is shown when the pair is in the middle of the processing – it will be synchronizing items in this process

        CB Exchange Server SyncOnline Documentation  This status is shown when you have pressed stop in a processing pair. If you wait for a while, the pair should pass to Stopped.

        Below the status, you can see the synchronization statistics. It will show what items have been synched and what is left to synchronize.

        CB Exchange Server SyncOnline Documentation

        Figure 60 – Synchronization Progress

        If you click the button regarding the statistics, you will be able to see a more detailed status report:

        CB Exchange Server SyncOnline Documentation

        Figure 61 – Synchronization Report

        WARNING: 
        The number of synchronized items may vary and may not accurately represent the total number of items that have been synchronized due to technical limitations. If an item is synchronized and then deleted, it will not count towards this number as it is limited to existing items. As such, this number should be considered as a general indication, and not an extremely accurate representation, of the number of items that have been synchronized.
        NOTE: 
        Only inserted items will count towards the synchronized statistics. Updates and Deletes will not count.

        6.5.2 Folder mapping

        There are users which want to synchronize more specific folders (e.g. second calendar, folders under the root etc.). For these cases there is folder mapping. The configuration of the synchronization pair is the same as above except you will not select any of the standard folders (Items to Sync). Once the sync pair is saved you are able to proceed to folder mapping click to the folder mapping icon – see the image bellow.

        CB Exchange Server SyncOnline Documentation

        Figure 62 – Accessing Folder Mapping

        A screen as bellow will be shown:

        CB Exchange Server SyncOnline Documentation

        Figure 63 – Folder Mapping pairs list

        1. Create folder pair – Creates a new folder pair
        2. Create folder pairs in batch – redirect’s you to a wizard where you can create more than one pair at a time
        3. Turn on selected – Activates all checked folder pairs
        4. Turn off selected – Disactivates all checked folder pairs
        5. Delete selected – Deletes all checked folder pairs
        6. List of folder pairs – All folder pairs you have created for this pair configuration
        6.5.2.a Creating a single folder pair

        To create a new folder pair click "Create folder pair". The screen like bellow will show. Please, make sure that the root (service user) has appropriate permission to the root folder.

        CB Exchange Server SyncOnline Documentation

        Figure 64 – Folders mapping window

        To create folder pair select one folder from the left mailbox and one folder from the right mailbox. You are able to specify type of the synchronization, start date of the synchronization and other settings, which are available for the synchronization pair. The settings are default, the same as in the parent synchronization pair.

        6.5.2.b Creating Folders pairs in Batch

        There is also an option to create several folder pairs at once, just like there is the configuration wizard.

        In this option, you are taken through a wizard of four steps where in the end you have a list of folders to create:

        CB Exchange Server SyncOnline Documentation

        Figure 65 – Create folder pairs in batch

        1. Step 1 - Initialization
        2. Step 2 - Folder Synchronization Settings
        3. Step 3 - Add Folder Pairs to list
        4. Step 4 - Save everything

        6.5.2.c Folder pair Actions

        For each folder pair you can see its information as well as a list of actions:

        CB Exchange Server SyncOnline Documentation

        Figure 66 – Folder pair list

        1. Folder Type
        2. First User folder name
        3. Synchronization Type
        4. Second User folder name
        5. Post Processing Setting
        6. Polling
        7. Include Subfolders
        8. Status
        9. Actions

        CB Exchange Server SyncOnline Documentation

        Figure 67 – Folder pair Actions

        1. Edit Folder Pair  edits your folder pair configuration and its settings
        2. Turn on/off folder synchronization  starts/stops synchronization of the folder pair
        3. Delete  deletes the folder pair

        6.5.3 Ban items list

        This feature takes care about banning items, which are failing in synchronization due the restriction or different settings of the Exchange servers. These items are consuming your data volume even if the Exchange servers do not accept them. Once the service identify that the specific item is failing with the listed error message, it will be put to the ban list and the changes to that specific items will not be synchronize until you delete those items from the ban list.

        To see you banned items navigate to “Ban item list” user is excluded icon .

        CB Exchange Server SyncOnline Documentation

        Figure 68 – Ban item list

        The list of banned items looks like following figure.

        CB Exchange Server SyncOnline Documentation

        Figure 69 – List of banned items

        The table with the banned items contains following columns:

        • Owa link to the item – clicking will open a new tab showing you your item in exchange
        • Size of the item in mega bytes
        • Owner of the item
        • Error code of the item
        • Error message

        If you want to keep the banned item synchronizing when you have solve the problem you can delete them by clicking on the delete button. CB Exchange Server SyncOnline Documentation

        6.5.4 Conflict Settings

        This feature allows you to see logs for when the pair setting for Conflict Settings is set to “Don’t Synchronize but log the conflict”. If this setting is something else, you won’t be able to see the page and the icon will be disabled.

        To see your conflicts while synchronizing navigate to “Conflicts list” icon CB Exchange Server SyncOnline Documentation.

        CB Exchange Server SyncOnline Documentation

        6.5.5 Post processing

        As you might have noticed, one of the options in the sync pair list allows you to add a post processing group template to the sync pair.

        On this section we will describe what a post processing setting is and how to create/use it.

        This feature allows the user to modify some of the settings of the items after synchronization. For example, the user can remove a reminder of the synchronized item. These settings can be applied to synchronized pairs or folders as long as the synchronization type is done in one direction only.

        To create a new post processing setting group:

        1. Navigate to Configuration -> CB Exchange Server Sync-> Post Processing Settings

        CB Exchange Server SyncOnline Documentation

        Figure 70 – Navigate to post processing settings page

        The post processing settings page is displayed with a list of all the already created settings.

        1. Click the Create new button:

        CB Exchange Server SyncOnline Documentation

        Figure 71 - Post processing group page

        On the next screen, you are able to choose setting for calendar, tasks, email and contacts items:

        CB Exchange Server SyncOnline Documentation

        Figure 72 – Form for creating a new post processing setting

        1. The template name – this field is required
        2. The different item type settings
        3. Item settings – In general, the settings are the category and prefix/suffix for all items. The exception is in the calendar settings:
          1. Category – The category the item should belong to
          2. Add Prefix/Add suffix – The prefix/suffix to add to the item
          3. Event is placeholder – If the item should be viewed as a placeholder to occupy your schedule
          4. Show status as busy/free – If the item should have its status changed to busy/free
          5. Show reminder – If the item should show a reminder
          6. Mark as private – If the item should be flagged as private
        4. Save button

        NOTE 1 - Category: 
        If the category does not exist yet, it will be created.

        NOTE 2 - Prefix/Suffix: 
        Only one can be active at a time.

        NOTE 3 - Event is Placeholder: 
        Keep in mind that this option won't work with events created by invitation.

        NOTE 4 - Status busy/free: 
        Only one can be active at a time.

        6.5.5.a Applying a post processing group to a sync pair

        As mentioned above, you can apply a post processing template to a synchronized pair or a folder pair that is being synchronized in one direction only.

        1. Navigate to Pair Configuration:

        CB Exchange Server SyncOnline Documentation

        Figure 73 - Navigate to Pair Configuration page

        1. Stop the pair you want to add the template to
        2. Click the post processing button

        CB Exchange Server SyncOnline Documentation

        Figure 74 - Click the post processing button

        4. Choose a template or create a new one

        a. (1) Choose a template from the list
        b. (2) Create a new one
        c. (3) Assign the template to the selected sync pair

        CB Exchange Server SyncOnline Documentation

        Figure 75 – Assign post processing template window

         

        NOTE:

        By choosing “Create new” you will be redirected to the Post processing page and need to get back to the sync pair and assign it the new post processing template you have just created.

        6.5.5.b Applying a post processing group to a folder pair

        1. Navigate to Configuration -> Sync pairs
        2. Stop the pair you want to add the template to

        CB Exchange Server SyncOnline Documentation

        Figure 76 – Navigate to sync pairs page

        1. Click the folder mapping button

        CB Exchange Server SyncOnline Documentation

        Figure 77 – Synchronization pairs page

        1. Click the post processing button

        CB Exchange Server SyncOnline Documentation

        Figure 78 – Folder mapping pairs page

        5. Choose a template or create a new one

        a. (1) Choose a template from the list
        b. (2) Create a new one
        c. (3) Assign the template to the selected sync pair

        CB Exchange Server SyncOnline Documentation

        Figure 79 – Assign post processing template window

        6.5.5.c Post processing examples

        Below is a couple of examples of how post processing can be setup. Keep in mind that you can set up all four post processing settings in a single group (calendar, task, email and contacts). But for simplicity purposes, we will explain one at a time.

        It is also important to note that post processing is always applied after the synchronization has taken place. The item is first synchronized, and only then it will add any post processing settings configured for that pair.

        Making appointments behave as a placeholder

        To make an appointment behave as a placeholder, what it means is that when syncing that item, it will rename it and show that specific time as Busy. Everything else will be ignored.

        Setting it up:

        1. Create a new post processing and name it
        2. In the Calendar Section set the ‘Event as Placeholder’ as ‘yes’
        3. Save the Post processing
        4. Stop the pair you want to add this post processing to (if the pair is running)
        5. Add the Post processing to the sync pair
        6. Start the pair

        CB Exchange Server SyncOnline Documentation

        Figure 80 – Creating a post processing to behave as a Placeholder

        Below you can see the synchronization between the two calendars, where in the left side you have an appointment with status ‘Out of Office’ and a title and on the right side after synchronization just shows the item as Busy.

        CB Exchange Server SyncOnline Documentation

        Figure 81 – Appointment Item behaving as a placeholder

        Making appointments from a specific Calendar folder show always as free

        Sometimes you may want that a specific Calendar folder is synced with always show as free although it might have other like busy, out of the office, etc.

        Setting it up:

        1. Create a new post processing and name it
        2. In the Calendar Section set the ‘Show status as free’ as ‘yes’
        3. Save the Post processing
        4. Stop the pair you want to add this post processing to (if the pair is running)
        5. Add the Post processing to the specific folder pair
        6. Start the pair

        CB Exchange Server SyncOnline Documentation

        Figure 82 - Creating a post processing to show appointments as ‘always free’

        Below you can see the synchronization between the two calendars, where in the left side you have an appointment with status ‘Busy’ and on the right side after synchronization shows the item as ‘Free’.

        CB Exchange Server SyncOnline Documentation

        Figure 83 – Synced Appointment showing as ‘always free’ on the right side

        Removing reminders and add category to all synchronized tasks

        When synchronizing we sometimes don’t want reminders to show up again on the other side of the synchronization. This way we can remove them.

        Setting it up:

        1. Create a new post processing and name it
        2. In the Tasks Section set the ‘Remove Reminder’ as ‘yes’ and add a category name
        3. Save the Post processing
        4. Stop the pair you want to add this post processing to (if the pair is running)
        5. Add the Post processing to the sync pair
        6. Start the pair

        CB Exchange Server SyncOnline Documentation

        Figure 84 - Creating a post processing to add a Category and remove reminder of all synced tasks

        Below you can see the synchronization between the two Task folders, where in the left side you have a task with  a reminder and no category and on the right side after synchronization shows the item with no reminder and a category ‘FromSync’.

        CB Exchange Server SyncOnline Documentation

        Figure 85 – Synced Task with reminder removed and category added on the right

        Adding a Category to synchronized contacts

        We might want to separate contacts from different mailboxes and categorize them.

        Setting it up:

        1. Create a new post processing and name it
        2. In the Contacts Section add a category name
        3. Save the Post processing
        4. Stop the pair you want to add this post processing to (if the pair is running)
        5. Add the Post processing to the sync pair
        6. Start the pair

        CB Exchange Server SyncOnline Documentation

        Figure 86 - Creating a post processing to ad category to all synced Contacts

        Below you can see the synchronization between the two Contact folders, where in the left side you have a contact with no category and on the right side after synchronization shows the item with a category ‘Synced Contacts’.

        CB Exchange Server SyncOnline Documentation

        Figure 87 – Contact with Category after synchronization on the right

        Adding a Prefix to synchronized emails

        We might want to separate emails from different mailboxes and add them some kind of prefix to know from where it comes.

        Setting it up:

        1. Create a new post processing and name it
        2. In the Contacts Section add a category name
        3. Save the Post processing
        4. Stop the pair you want to add this post processing to (if the pair is running)
        5. Add the Post processing to the sync pair
        6. Start the pair

        CB Exchange Server SyncOnline Documentation

        Figure 88 - Creating a post processing to behave as a Placeholder

        Below you can see the synchronization between the two Inbox folders, where in the left side you have a emails without any prefix and on the right side after synchronization shows all the items with the prefix ‘FromSync__’.

        CB Exchange Server SyncOnline Documentation

        Figure 89 – synched emails with prefix after synchronization on the right

        6.6 Settings Templates

        To access this page navigate to Configuration -> Synchronization Settings Template.

        You will then see a listing of existing Synchronziation Settings Templates:

        CB Exchange Server SyncOnline Documentation

        6.6.1 Creating a new template

        You can also create a new Template, by clicking the button ‘Create New Template’.

        When creating a new template you will have several choices. First the basic options:

        CB Exchange Server SyncOnline Documentation

        1. Items to sync – select the items to synchronize. Those items are just standard one if you want to synchronize other folders use the folder mapping (see the next section).

          NOTE:

          Make sure that the root user has owner permissions

        2. Maximum Polling interval – how often should the synchronization service check for changes performed since the last synchronization on the Exchange Server.

          NOTE:

          A shorter interval results in faster and more precise synchronization, but it increases traffic.

        3. Start date of sync – all items created or modified from that date onward will be synchronized. Items created or modified before that date will not be synchronized – for an example please check Setting up Synchronization Start Date.
        4. Start Date strict mode: this should be checked if you want that even items which were created before the 'start day of sync' date won't be synchronized even if they are updated – for an example please check Start Date Strict Mode Explanation.
        5. Synchronization type – the type of the synchronization for this synchronization pair:
          1. First-To-Second: Changes made in the first account will be replicated to the second account.
          2. Second-To-First: Changes made in the second account will be replicated to the first account.
          3. Bidirectional: Changes made in any account will be synchronized to the other account.
        6. Conflict Settings – what you want to happen when there is a conflict during synchronization (more information can be found on Conflicts Settings Explanation section):
          1. First user wins, no logs – If there is a conflict, first user changes will win and override second user changes – there will be no logs written
          2. Second user wins, no logs – If there is a conflict, second user changes will win and override first user changes – there will be no logs written
          3. Don’t Synchronize but log the conflict - If there is a conflict, nothing will be synchronized but it will log the conflict

        Then more advanced options:

        CB Exchange Server Sync Online Documentation

        1. Post Processing Settings – settings which are applied after the synchronization. More about it can be found on the Post Processing Settings section
        2. Include subfolders – select this checkbox, if you want to include subfolders in the synchronization process (applies only to mail folders) – for an example please check ‘Include Subfolders’ Setting section.
        3. Do not synchronize private items – If checked, It will not synchronize the private items
        4. Undo changes made on replica – If checked, the changes made on the replica side will be overridden by the original item
        5. Then more advanced options:

          CB Exchange Server SyncOnline Documentation

        6. Sync read Flag – If the email read flag should be synchronized as well. If this is checked, when an email is read on one account will be also flagged as read in the other account – for an example please check How Sync Read Flag works and what it is.

        6.6.2 Adding a settings template to a pair

        To add a template to a pair you can do this by using two different methods. One of them is by setting the Synchronization Template in the pair when you are crating it.

        Another way is to navigate to Configuration -> Sync pairs page and select the pairs you want to change the filter settings. Then click on the ‘Add Setting >template to Pairs’ button as can be seen below:

        CB Exchange Server SyncOnline Documentation

        Once the button has been clicked you will see a popup that will let you choose between the templates you have created or create a new one.

        CB Exchange Server SyncOnline Documentation

        7. Troubleshooting

        7.1 Configuration Logs

        To help troubleshooting performance issues if any, we provide a couple of logs capturing information that could become handy. To view available logs, please navigate to Configuration -> CB Exchange Server Sync -> Show Logs to display the CB Exchange Server Sync Logs Page as shown below in Figure 90. There are four level of messages:

        • Debug: Shows debug information for errors occur during the synchronization process.
        • Error: Shows errors occur during the synchronization process
        • Warning: Shows warnings generated by the synchronization process
        • Info: Shows information regarding the synchronization process.

        CB Exchange Server SyncOnline Documentation

        Figure 90 – CB Exchange Server Logs

        7.2 SaaS Platform Logs

        To view available logs, please navigate to Logging -> Show Logs to display the Portal Logs Page as shown below.

        CB Exchange Server SyncOnline Documentation

        Figure 91 – Logs page

        7.3 Creating a ticket

        If you ever need help with your solutions or want to contact us, please navigate to our Customer Support Portal. Once logged in, you can create a support case or search the Knowledge Base for articles pertaining to your support request. The majority of potential challenges with the necessary fixes are described in detail there.

        7.4 Release Notes

        To help our clients to keep up with our improvements and new features we have a release notes page. To see it, please navigate to Support -> Release Notes where you will be able to see the changes made for each version.

        CB Exchange Server Sync Online Documentation

        Figure 93 – Release notes page

        7.5 Most Common Issues

        For most common issues please refer to:

        1. Folder calendar synchronization failed because no results were found. The time stamp will be reverted
        2. Some items are not being synchronized
        3. Pair Synchronization Types
        4. Cannot find Office365 EWS URL
        5. Deleting a pair and recreating it with different start date of synchronization
        6. How to find the correct exchange version
        7. Folder Calendar synchronization failed…time-stamp will be reverted
        8.Auto-discover feature could not detect the Exchange server version
        9. Traffic is consumed very fast
        10. Attachment exceeds the maximum supported size
        11. Specified object / folder was not found in the store
        12. The remote server returned an error: (403) Forbidden
        13. Configuring impersonation in Exchange 2010
        14. Configuring impersonation on Office365 UI for exchange
        15. Activating a new code
        16. Setting up Synchronization Start Date
        17. What happens if I choose ‘Include Subfolders’?
        18. Multi-factor authentication Office365 workaround
        19. Start Date Strict Mode Explanation
        20. Exchange EWS URL and Version Examples
        21. Multi factor authentication and Two-factor authentication (MFA & 2FA) configuration
        22. Conflicts Settings
        23. How Sync Read Flag works and what it is
        24. GSuite Service account configuration
        25. Error: SOAP header action was not understood. The timestamp will be reverted
        26. How ‘Do not synchronize private items’ works
        27. How ‘Undo changes on replica’ work
        28. The number of synchronization items showing for my pair is incorrect

        7.5.1 Folder calendar synchronization failed because no results were found. The timestamp will be reverted

        The synchronization process is trying to resolve the service user mailbox and if it fails, then the above mentioned error occurs. The error could occur due to various reasons, but in most of the cases it happened when the e-mail address is not correct or the e-mail address used by the service user is not a primary e-mail address.

        7.5.2 Some items are not being synchronized

        This could happen because of two reasons:

        • Due to the “Start Day of Sync” field, as explained earlier, items created before that date will be skipped by the synchronization process even when those items are modified later on, after starting the synchronization.
        • Due to items’ privacy. By default, we don’t synchronize private items you could enable this feature via “Delegate Access” option. However, only new private items which are created after enabling this feature will be synchronized.

        7.5.3 Pair Synchronization Types

        There are three types of synchronization:

        • First-To-Second: Changes made at the first user will be replicated to the second user but not the opposite.
        • Second-To-First: Changes made at the second user will be replicated to the first user but not the opposite.
        • Bidirectional: Changes made at any user will be synchronized with the other user.

        Examples of Synchronization type:

        First to Second: ClientA -> ClientB

        • If ClientA creates a calendar entry, then it gets created on ClientB
        • If ClientA updates the calendar entry, then it gets updated on ClientB
        • If ClientA deletes the calendar entry, then it gets updated on ClientB
        • If ClientB creates/deletes/updates a calendar entry, IT WILL NOT create/delete/update on ClientA

        Second to First: ClientA <- ClientB

        • If ClientB creates a calendar entry, then it gets created on ClientA
        • If ClientB updates the calendar entry, then it gets updated on ClientA
        • If ClientB deletes the calendar entry, then it gets updated on ClientA
        • If ClientA creates/deletes/updates a calendar entry, IT WILL NOT create/delete/update on ClientB

        Bidirection: ClientA <-> ClientB

        • If ClientA creates a calendar entry, then it gets created on ClientB
        • If ClientA updates the calendar entry, then it gets updated on ClientB
        • If ClientA deletes the calendar entry, then it gets updated on ClientB
        • If ClientB creates a calendar entry, then it gets created on ClientA
        • If ClientB updates the calendar entry, then it gets updated on ClientA
        • If ClientB deletes the calendar entry, then it gets updated on ClientA

        7.5.4 Cannot find Office365 EWS URL

        As explained earlier, the EWS URL of Office365 is https://outlook.office365.com/ews/Exchange.asmx or simply “Office365” as the service is capable of auto discovering the EWS URL. More examples of EWS URLS can be found in section Exchange EWS URL and Version Examples.

        7.5.5 Deleting a pair and recreating it with different start date of synchronization

        As explained earlier, once you set the start date of synchronization for any pair, you are not able to synchronize older items even when you delete the pair and recreate it again with an earlier date because the service already skipped those items and it remembers the last time of synchronization.

        7.5.6 How to find correct Exchange Server version

        The correct settings of the Exchange Server version is very important for synchronization process. You have several possibilities how to discover your Exchange Server version.

        1. Contact your IT administrator
        2. Use Microsoft Outlook

           a) Press and hold CTRL while you right click the Outlook icon in the notification area – right of the task bar
        discover3

        Figure 94 – Outlook try icon

          b) Click Connection status

          c) Scroll to the right and you will see Version columns

        discover4

        Figure 95 – Outlook Connection Status

           d) Compare the version number with the bellow table

        Microsoft Exchange Server Version
        2007 8.0.685.24 or 8.0.685.25
        2007 SP1 8.1.240.006
        2007 SP2 8.2.176.002
        2007 SP3 8.3.83.006
        2010 14.0.639.21
        2010 SP1 14.1.218.15
        2010 SP2 14.2.247.5
        2013 15.0.516.032

        3. Use new feature of the Exchange server configuration in our SaaS portal – Discover your version. You are able to do it in you Exchange Server configuration.

        discover1

        Figure 96 – Discover your Exchange Server version button

        Make sure that your connection is successfully configured and then press Discover your version link. Our platform will try to discover your version – after this is done dialog with information of your version will pop up and the Server version field will be automatically filled up (see the picture bellow)

        discover2

        Figure 97 – Exchange Server Discovery Results

        7.5.7 Folder Calendar synchronization failed…time-stamp will be reverted

        Symptoms:

        While the synchronization service is running, items were not synchronized and you received the following error message in the service logs “Folder Calendar synchronization failed because the number of items to import and the imported items are different. The time-stamp will be reverted.”

        Resolution:

        The reason for this error is that the Exchange Server(s) version provided was not correct. To resolve this issue, please verify that the Exchange server version for each exchange server is correct. If you do not know the version of the Exchange Server(s), please contact your administrator or use outlook to get this information as described on this link https://www.msoutlook.info/question/277. Once you know the correct Exchange Server(s) version, stop the service, edit the configuration and change the Exchange Server version and finally start the service again.

        For more information on how to work with the service please read this manual or visit CB Exchange Server Sync’s YouTube playlist on this link https://www.youtube.com/playlist?list=PLl5S2lo_UloKG0fpHZC3_dtpWRpCC4m1L

        7.5.8 Auto-discover feature could not detect the Exchange server version

        Symptoms:

        While configuring the service the auto-discover feature could not detect the exchange server version for the on-prem exchange server.

        Resolution:

        The auto-discover feature is available only for Office365 Exchange Server. For on-prem version, it’s not technically possible to do so because the service is out of the domain (and network) where the Exchange server is installed.

        For more information on how to work with the service please read this manual or visit CB Exchange Server Sync’s YouTube playlist on this link

        https://www.youtube.com/playlist?list=PLl5S2lo_UloKG0fpHZC3_dtpWRpCC4m1L

        7.5.9 Traffic is consumed very fast

        This behaviour is caused when the polling interval is set to a small value. Polling interval indicates how often the service need to check for changes on the Exchange server(s). Smaller interval is better for faster and better synchronization, but it increases the traffic.

        Recommended value for the polling interval is 300 seconds - “5 minutes”.

        How traffic is used in synchronization

        We have updated how the traffic consumption is calculated. Your traffic will be spent according to your mailbox size (items size) and the polling frequency that you have setup (each time there is a polling request, 730Bytes of traffic is spent).

        Regarding item synchronization specifically, see below an example:

        • Imagine you have an item of 1MB in size – that shows that it is 1MB in your mailbox.
        • When synchronizing, the traffic spent for this item will be 1MB + the polling traffic spent.

        Regarding polling time and synchronization:

        • Imagine that your mailbox is going to sync from yesterday’s and forward
        • Imagine your polling time is set to 60 seconds
        • Every 60 seconds we will check if there are changes, and this polling spends traffic – 730Bytes
        • You already have your mailbox synched, but we keep on checking every 60 seconds if there are new items – spending traffic per polling request

        It is important that you are still careful on how much the polling time is, since this will increase the traffic spent per each polling request, even if there are no pending changes, the traffic will be spent because we are checking if there is any changes every polling time.

        7.5.10 Attachment exceeds the maximum supported size

        Issue: Some items are not synced, traffic is consumed fast and you get an error message reading “The pair of original item AAMkA…………………….vFAAA= cannot be updated due: The file attachment exceeds the maximum supported size. Cannot open attachment”.

        Reason: This could happen when CB Exchange Sync tries to sync an Exchange item with a large size. For example a calendar item with large attachment size. CB Exchange Sync read the item from one Exchange successfully but couldn’t insert it or update it to the other Exchange due to size limitation. As CB Exchange sync fails, it tries more times with the same item on the next iterations or when the item is updated causing traffic consumption. Please note that Microsoft Exchange also convert recurring calendar events to hidden attachments that are attached to those events which could grow in size.

        Resolutionyou could solve the above problem in 2 ways:

        • Ensure that the size limitation is the same on both exchange and sufficient to cover the situations listed above. This solution won’t reduce the traffic.
        • Ensure that items on exchange don’t exceed a certain size and use recurring meeting with less duration as possible.

        7.5.11 Specified object / folder was not found in the store

        Issue: Some items are not synced and you get an error message reading “ErrorItemNotFound: Specified object was not found in the store” or “ErrorFolderNotFound: Specified folder was not found in the store.”

        Reason: You might have missed granting the “owner” permission to the specified folder(s) for synchronization.

        Resolution: To resolve this error, you would need to grant the “owner” permission to the root (service) user for the folders that need to be synchronized.

        7.5.12 The remote server returned an error: (403) Forbidden

        Issue: Failed to connect to Microsoft Exchange with an error message (403) Forbidden. No sync is possible with the Exchange server returning the error mentioned.

        Reason: There could be a couple of reasons behind this error. One of the reasons could be that something is blocking the connection to the Exchange Web Services.

        Resolution: perform the following steps to ensure that connections to Exchange Web Services are not blocked:

        1. Go to https://testconnectivity.microsoft.com/
        2. Choose Microsoft Exchange or Office 365 based on your Exchange installation
        3. Click the Service Account Access radio button
        4. Click Next
        5. Select the test you want to run CB Exchange Server SyncOnline Documentation

        Figure 98 – Troubleshooting Connection to Exchange Server

        6. Fill the required info and click the “Perform Test” button

        7.5.13 Configuring impersonation in Exchange 2010

          Before you can configure impersonation, you need:

            • Administrative credentials for the Exchange server.
            • Domain Administrator credentials, or other credentials with the permission to create and assign roles and scopes.
            • Exchange management tools. These are installed on the computer from which you will run the commands.

            To configure impersonation for all users in an organization

              1. Open the Exchange Management Shell.
              2. Run the New-ManagementRoleAssignmentcmdlet to add the impersonation permission to the specified user. The following example shows how to configure impersonation to enable a service account to impersonate all other users in an organization:

                  New – ManagementRoleAssignment – name: impersonationAssignmentName – Role: ApplicationImpersonation – User: serviceAccount

                      Name – The name of the assignement, for example CbSync
                      Role – In your case ApplicationImpersonation
                      User – The service account you want to use as impersonator

                          To configure impersonation for specific users or groups of users

                            1. Open the Exchange Management Shell.
                            2. Run the New-ManagementScope cmdlet to create a scope to which the impersonation role can be assigned. If an existing scope is available, you can skip this step. The following example shows how to create a management scope for a specific group.

                                  New – ManagementScope – Name: scopeName – RecipientRestrictionFilter: recipientFilter

                                      Name – The name of the scope
                                      RecipientRestrictionFilter –  defines the members of the scope. You can use the properties of the Identity object to create the filter. The following example is a filter that restricts the result to a single user with the user name “john.”

                                          Name – eq “john”

                                              3. Run the New-ManagementRoleAssignment cmdlet to add the permission to impersonate the members of the specified scope. The following example shows how to configure a service account to impersonate all users in a scope.

                                                  New – ManagementRoleAssignment – Name: impersonationAssignmentName – Role: ApplicationImpersonation – User: serviceAccount – CustomRecipientWriteScope: scopeName

                                                      Name – The name of the assignement, for example CbSync
                                                      Role – In your case ApplicationImpersonation
                                                      User – The service account you want to use as impersonator
                                                      CustomRecipientWriteScope – the scope’s name you just created previously

                                                        After your administrator grants impersonation permissions, you can use the service account to make calls against other users’ accounts. You can verify role assignments by using the Get-ManagementRoleAssignment cmdlet.

                                                        7.5.14 Configuring impersonation on Office365 UI for exchange

                                                        1. Login to your Office365
                                                        2. Go to the Admin Panel

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 99 – Admin panel in office 365

                                                            3. Click "Show all"

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 100: Office 365 Show all

                                                            4. In Admin Centers section - Click "Echange"

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 101 – Office 365 Exchange

                                                            5. A new tab will open, click on permissions

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 102 – Permissions menu

                                                            6. On the right side, click on Discovery Management

                                                            a) Choose to add new role
                                                            b) In the role name put "CbSync"
                                                            c) And click ok

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 103 – Adding new permission

                                                            7. With the ApplicationImpersonation role selected click add members

                                                            a) Choose your user to use as impersonator
                                                            b) Click add
                                                            c) Click Ok
                                                            d) Click Save

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 104 – User selection for impersonation

                                                            7.5.15 Activating a new code

                                                            To active a new activation code you will need to go to:

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 105 - Activate service menu

                                                            A pop up will show up asking for your code:

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 106 - Service activation popup

                                                            You will find your code in the email you received after your purchase. Something similar to:

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 107 - Email with activation token

                                                            If you Don’t have an active subscription, just put there your token and press Activate.

                                                            If you Have an active subscription already you will be asked if:

                                                            You will be prompted with two options:

                                                            1. Activate from now (activate subscription now and have both active at same time)
                                                            2. Activate from DATE (when your current subscription ends, you will activate this new one)

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 108 - When you have already a subscription

                                                            7.5.16 Setting up Synchronization Start Date

                                                            When creating a new synchronization pair or a new folder pair one of the settings to set is the ‘Start day of sync’. When you set this up you should keep in mind that all items created or modified on that date and later will be synchronized. If you want to synchronize everything you should leave this blank.
                                                            Also note that when you already choose a Start sync date, if you edit the start sync date, this will mean that all updates and delete events will be lost.

                                                            Examples of why your appointments might not be syncing:

                                                            Kyle just configured his first sync pair and set the ‘Start day of sync’ as 20/3/2019. He started the synchronization and is now wondering why the appointment scheduled for 22/3 is not present. It may happen that the appointment was created sooner than 20/3 and that is why it is not syncing.
                                                            Emma just configured another sync pair and set the ‘Start day of sync’ as 1/1/2019. She is doing full migration and wants to have everything synchronized to the second email. After a while she checks her calendar on the second user and sees that not everything is synchronized. Since she wanted full migration she should had left the ‘start day of sync’ input blank so it would synchronize everything.

                                                            7.5.17 What happens if I choose ‘Include Subfolders’?

                                                            When creating a new synchronization pair or a new folder pair one of the settings to set is the ‘Include subfolders’. If you check this setting, what will happen is that every subfolder inside the synchronized items will be synchronized as well and if those folders don’t exist on the other side they will be created.

                                                            To better understand this, see the below example:

                                                            Mailbox A has 2 subfolders inside Inbox while Mailbox B has none. We start synchronization with ‘Include subfolders’ option checked:

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 109 – Include Subfolders option checked

                                                            Before synchronization Mailbox A has 2 subfolders in the Inbox folder. Mailbox B has nothing:

                                                            CB Exchange Server SyncOnline Documentation
                                                            Figure 110 – Mailboxes before synchronization

                                                            After synchronization, Mailbox B now has the same folders as Mailbox A:

                                                            CB Exchange Server SyncOnline Documentation
                                                            Figure 111 – Mailboxes after synchronization

                                                            7.5.18 Multi-factor authentication Office365 workaround

                                                            Although we do not support MFA, there is a workaround via Office365 App passwords. Please refer to Microsoft official links:

                                                            7.5.19 Start Date Strict Mode Explanation

                                                            On the pair settings, you have two different settings regarding date:

                                                            • Start day of sync – you can input the date from when you want to start your synchronization (see additional information here)
                                                            • Start date strict mode –this should be checked if you want that even items which were created before the 'start day of sync' date won't be synchronized even if they are updated.

                                                            A practical example:

                                                            John has created his pair with a Start day of sync of 1st of January of 2019. He has also checked the ‘start date strict mode’ checkbox and started his synchronization.

                                                            Every appointment created after 1st of January of 2019 will be synchronized. If an old appointment from 2018 is updated, this appointment will NOT be synchronized, since John selected the ‘start date strict mode’ option.

                                                            7.5.20 Exchange EWS URL and Version Examples

                                                            Version

                                                            Url

                                                            Version

                                                            O365 generic

                                                            https://outlook.office365.com/EWS/Exchange.asmx

                                                            Office365

                                                            O365 with company domain or Other exchange versions like v2010, v2016, etc) (this is an example)

                                                            https://webmail.company-example-name.com/ews/exchange.asmx

                                                            https://exchange.company-example-name.com/ews/exchange.asmx

                                                            https://contoso.com/EWS/Exchange.asmx

                                                            Exchange version

                                                            Hotmail

                                                            https://outlook.com/ews/Exchange.asmx

                                                            Office365 or Exchange2016

                                                            7.5.22 Conflict Settings

                                                            There are three options to choose from related to Conflict settings, being the default one “First User wins, no logs”.

                                                            First User wins, no logs

                                                            When there is a conflict, first user item will be the one being synched and there will be no logs with that information.

                                                            • ClientA and ClientB are a sync pair ClientA <-> ClientB
                                                            • ClientA added an appointment to their calendar
                                                            • ClientB got the appointment from synchronization
                                                            • ClientB updated the appointment on their side
                                                            • ClientA at the same time updated the appointment on their side
                                                            • Our service detects there were two changes (two updates one from each side)
                                                            • Since the conflict setting is set to “First user wins, no logs”, the synchronization takes ClientA changes and overrides ClientB changes

                                                            Second user wins, no logs

                                                            When there is a conflict, second user item will be the one being synched and there will be no logs with that information.

                                                            • ClientA and ClientB are a sync pair ClientA <-> ClientB
                                                            • ClientA added an appointment to their calendar
                                                            • ClientB got the appointment from synchronization
                                                            • ClientB updated the appointment on their side
                                                            • ClientA at the same time updated the appointment on their side
                                                            • Our service detects there were two changes (two updates one from each side)
                                                            • Since the conflict setting is set to “Second user wins, no logs”, the synchronization takes ClientB changes and overrides ClientA changes

                                                            Don’t synchronize, but log the conflict

                                                            When there is a conflict, it won’t synchronize the item but it will log the conflict and show in the conflicts table page

                                                            • ClientA and ClientB are a sync pair ClientA <-> ClientB
                                                            • ClientA added an appointment to their calendar
                                                            • ClientB got the appointment from synchronization
                                                            • ClientB updated the appointment on their side
                                                            • ClientA at the same time updated the appointment on their side
                                                            • Our service detects there were two changes (two updates one from each side)
                                                            • Since the conflict setting is set to “Don’t synchronize, but log conflicts”, the item is not synchronized and a log is created in the conflicts logs page

                                                            You can choose one of these options when creating or editing a pair:

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 114 - Conflict Settings Options in pair configuration

                                                            7.5.21 Multi factor authentication and Two-factor authentication (MFA & 2FA) configuration

                                                            CB Exchange Server Sync supports both MFA and 2FA. Please see below how to configure your pair and what options to choose to be able to succeed.

                                                            Multi factor authentication

                                                            To be able to use our service with an account that has MFA setup, you will have to create an ‘app password’ which then can be entered in the place of the email password field when creating a new pair as you can see below:

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 112 - Creating a Sync pair with direct credentials and app password

                                                            Please see section Multi-factor authentication Office365 workaround for more information on how to create your app password.

                                                            Two-factor authentication

                                                            To be able to use our service when an account has 2FA setup, you will need to choose the option “Sign in with Microsoft” when creating a new pair. When clicking in this option, another window will open for you to sign in to Microsoft, as if you are signing in your o365 account.

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 113 - Creating a Sync pair with Sign in to Microsoft option

                                                            7.5.23 How Sync Read Flag works and what it is

                                                            The Read Flag is a “marker” that is connected to the email read/unread option. Once a user reads a specific email in their mailbox, this item will be flagged as ‘read’. If you decide you want to put it back to unread, you chose the option and then the item is flagged as ‘unread’.

                                                            You can synchronize this flag with CB Exchange Server Sync. When creating your pair, there is an option in the synchronization settings at the bottom where it says, “Sync Read Flag”. You just need to check this option and save your pair:

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 115 - Setting up the Sync Read Flag in pair configuration

                                                            Note:

                                                            This option is only available for exchange to exchange pairs.

                                                            7.5.24 GSuite Service account configuration

                                                            If you have a GSuite account and want to find out how to get the json key and what you need to configure please check this section.

                                                            First you will need to create a project and enable the APIs:

                                                            1. You need to go to the Google developers console (https://console.developers.google.com/)

                                                            2. Create new project, click the button next to Google APIs logo (1), new pop up will appear. Within the pop up click New project (2) (see screenshot below)

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 116 - New Google project

                                                            3. You will be redirected to the other page where you need to specify the basic properties of your application

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 117 - Basic settings of project

                                                            4. After you fill all information, click create button, you will be redirected to the Dashboard. Next step is to select the newly created project, you can do it via the “notification” which popped up or via the project choose menu as the picture below.

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 118 - Selection of the project

                                                            5. Next step is to choose API which application will use (currently, we need only Calendar API and Drive API), to do this click “ENABLE APIS AND SEVICES” button at the top of the dashboard (see image below).

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 119 - Enable APIs

                                                            6. You will be redirected to another page with the list of APIs, search for Calendar API, type “calendar” in the search field.

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 120 - Searching for API

                                                            7. When calendar API is found, click on it and click Enable (see two images below)

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 121 - Calendar API choose

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 122 - Enable Google Calendar API

                                                            8. You will need to add additional APIs as you did above:

                                                            1. Task API
                                                            2. Gmail API
                                                            3. People API
                                                            4. Drive API

                                                            To get the authentication Json key you will need to go to the Google developers console (https://console.developers.google.com/):

                                                            1. Choose the Credentials option from the left navigation bar.
                                                            2. Click Create Credentials
                                                            3. Choose the Service account credentials.

                                                            a. If you want to read more about what service account is please follow this link https://cloud.google.com/iam/docs/service-accounts?_ga=2.110889536.-436579103.1611657940.

                                                            CB Exchange Server SyncOnline Documentation Figure 123 - Create new Credentials page

                                                            4. New window will pop up where you will need to fill required properties.

                                                            CB Exchange Server SyncOnline Documentation

                                                             Figure 124 - Service account properties

                                                            5. Click Done.
                                                            6. When all is done you will be again redirected to the dashboard and you will see the application there.

                                                            CB Exchange Server SyncOnline Documentation

                                                             Figure 125- Application list

                                                            Next thing that we need to do is to allow domain wide delegation, so the service account can behave on behalf of the users within your GSuite organization. We also need to get the Json key.

                                                            1. In the view above click edit button next to your created service account. Click Show domain-wide delegation.

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 126 - Domain-wide delegation

                                                            2. Check the check box saying the “Enable G Suite Domain-wide Delegation.

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 127 - Domain-wide delegation part 2

                                                            3. Now, is the right time to generate the Json key. You can do it via button Add key. Then choose Create new key.

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 128 - Adding key view

                                                            You will be asked if you want Json key or P12 key, choose Json.

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 129 - Key options

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 130 - JSON file download

                                                            Content of the download file will be later used for the filling up the JSON key in the GSuite service account option.

                                                            When you hit create, JSON file will be downloaded. There are additional steps for adding the scopes to the newly create service account. Go to https://admin.google.com/ log in with G Suite admin account. In left bar menu select Security -> API Controls (see image below).

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 131 - API controls

                                                            1. New page will be shown, and you click Add new.

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 132 - New API client

                                                            2. You have to specify the Client ID which you can find in your service account:

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 133 - Servis account Client ID

                                                            3. Copy the Client ID and paste it to the Client ID field of the API Client.
                                                            4. Specify the scopes – we require these scopes:

                                                            1. https://www.googleapis.com/auth/gmail.labels
                                                            2. https://www.googleapis.com/auth/gmail.modify
                                                            3. https://www.googleapis.com/auth/userinfo.profile
                                                            4. https://www.googleapis.com/auth/calendar
                                                            5. https://www.googleapis.com/auth/drive
                                                            6. https://www.googleapis.com/auth/contacts
                                                            7. https://www.googleapis.com/auth/tasks

                                                            You are ready to set up your service account!

                                                            7.5.25 Error: SOAP header action was not understood. The timestamp will be reverted

                                                            If you are getting this error in your Logs, might be for several reasons, please check if:

                                                            • that the mailbox exists (was not deleted)
                                                            • the mailbox was not disabled
                                                            • that the mailbox ‘Sign In’ was not blocked

                                                            7.5.26 How ‘Do not synchronize private items’ works

                                                            “Do not synchronize private items” will just do that, not synchronize any private items.

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 136 - Setting up the do not synchronize private items setting in pair configuration

                                                            NOTE:

                                                            This option is only available for exchange to exchange pairs.

                                                            7.5.27 How ‘Undo changes on replica’ work

                                                            “Undo changes on replica” will always keep your original item properties. When synchronizing from A to B, if you try to update on B side, it will remove your update and put back what was original synchronized from A.

                                                            CB Exchange Server SyncOnline Documentation

                                                            Figure 137 - Setting up the undo changes on replica setting in pair configuration

                                                            NOTE:

                                                            This option is only available for exchange to exchange pairs.

                                                            You can see an example of this below for a synchronization pair between AllanD and Master Manager Calendar – bidirectional synchronization:

                                                            The appointment was created on The Manager Calendar. First the appointment was normally synchronized to Allan’s calendar:

                                                            CB Exchange Server SyncOnline Documentation

                                                            Allan tried to change the meeting time from 10am to 11 am on his own side.

                                                            CB Exchange Server SyncOnline Documentation

                                                            But as this is being treated as master calendar, no one should be able to override it, so instead of the item synchronize with the change, Adam’s appointment change was again overridden and is showing again at 10am as the original side (ManagerCal).

                                                            CB Exchange Server SyncOnline Documentation

                                                            7.5.28 The number of synchronization items showing for my pair is incorrect

                                                            The number of synchronized items may vary and may not accurately represent the total number of items that have been synchronized due to technical limitations. If an item is synchronized and then deleted, it will not count towards this number as it is limited to existing items. As such, this number should be considered as a general indication, and not an extremely accurate representation, of the number of items that have been synchronized.

                                                            These numbers are really just a general indication and you should always be aware that deleted or updated items will not count towards this number.

                                                            7.6 Known Synchronization Behaviours

                                                            7.6.1 Exchange-Exchange Synchronization known behaviour

                                                            Below is a list exchange-exchange pair known behaviours and solutions (if they exist) and how to avoid them.

                                                            7.6.1.a Post Processing for meeting invites do not work

                                                            Direction: Exchange -> Exchange

                                                            Behaviour: Having an exchange-exchange pair running with postprocessing set with Placeholder to true.

                                                            1. Have a third-party account send an invite to the first user of the pair.
                                                            2. When it synchronizes to the second user, the post processing is not applied, and the title/description is shown.

                                                            Solution/Work around/Reason: This is the intended behaviour since only the organizer can change the information on an exchange appointment.

                                                            7.6.2 Google-Exchange Synchronization known behaviour

                                                            Below is a list google-exchange pair known behaviours and solutions (if they exist) and how to avoid them.

                                                            Please take into account that when we mention ‘original’ means the side where the item was first introduced and when we mention ‘replica’ means the side where the item synchronized to.

                                                            Example: cns@gmail.com – cns@exchange pair

                                                            we create an item on cns@gmail.com which is then synchronized to cns@exchange.com. This means that original would be cns@gmail.com and the replica would be cns@exchange.com.

                                                            7.6.2.a Changing a recurring event to a normal event

                                                            Direction: Google -> Exchange

                                                            Behavior: Creating a recurring event on google side and wait for it to synchronize to exchange side. Once it is synchronized, go to google side and change that recurring event to a normal one-day event. It will not synchronize.

                                                            Solution/Work around/Reason: In case you want to do this, we advise that you first Delete the recurring event and then create a new event on the day you need.

                                                            7.6.2.b Calendar - Google meeting from google adds a link when synchronizing to exchange side

                                                            Direction: Google -> Exchange

                                                            Behavior: Creating a google meeting from google side and then this event is synchronized to exchange side. It created in the description of the event the following:

                                                            [[AddedByCbSync MeetingName MeetingType – link to the meeting]]

                                                            Solution/Work around/Reason: This is the intended behavior so that exchange side has access to the google meeting link.

                                                            7.6.2.c Calendar - Description is never updated from replica to original on bi-directional pairs

                                                            Direction:Google <-> Exchange (bidirectional)

                                                            Behavior:Any changes on the body description of the item in the replica side will never synchronize to the original side.

                                                            Solution/Work around/Reason: This is intended behavior.

                                                            7.6.2.d Calendar - Attachments are never updated from replica to original on bi-directional pairs

                                                            Direction: Google <-> Exchange (bidirectional)

                                                            Behavior: Any changes on the attachments of the item in the replica side will never synchronize to the original side.

                                                            Solution/Work around/Reason: This is intended behavior.

                                                            7.6.2.e Calendar - Recurring event - specific recurrence showing attachment duplicates

                                                            Direction: Google -> Exchange

                                                            Behavior: You have attachments in a recurring event and you add a new attachment to one of the recurrence items, the original attachment will be duplicated on Exchange side.

                                                            Solution/Work around/Reason: Update the google recurring event, this will trigger the update on exchange side and clean any duplicated attachments in exceptions.

                                                            7.6.2.f Calendar - Google Event body losing part of the description

                                                            Direction: Exchange -> Google

                                                            Behavior: You synchronized an exchange event to the google side and this event has a very big html body (like tables, and headers, etc.) and when it synchronizes to google you lose part of the body description.

                                                            Solution/Work around/Reason: Unfortunately google mail is not the best friend of html tags. So, when the body is too long and has a lot of html it will lose part of it. The only advice that we can provide is that you don’t add big html text to the event’s body.

                                                            7.6.2.g Contacts - Google Contacts has much more information than exchange contacts

                                                            Direction: Google -> Exchange

                                                            Behavior: A google contact has much more information than an exchange contact, for example unlimited count of phone numbers, email addresses, etc.

                                                            Solution/Work around/Reason: When Synchronizing from google to exchange we only synchronize the standard types. If there is some unknown type of collection it will, most probably, add to “Other” if not filled already. There is also a limit of how many addresses, or email addresses, or Physical addresses you can have, we take only very first one from the Google until the Exchange side reaches the maximum that it can store.

                                                            7.6.2.h Email - Read/unread flag synchronization

                                                            Direction: Google <-> Exchange

                                                            Behavior: Synchronized emails between exchange and google do not keep the unread/read flag.

                                                            Reason: This is intended, this is a limitation due to how google side saves up the read/unread information and limits the way we see it during synchronization.

                                                            7.6.2.i Email - Labels/Folders Synchronization

                                                            Direction: Google <-> Exchange

                                                            Behavior: Google Email does not work with folders, instead it works with labels, you add labels to the emails, and you can check emails by label in the Gmail application. On the other hand, Exchange works with folders and not labels.

                                                            Solution/Work around: Due to this difference, we only synchronize by default the inbox and the sent items. Anything else you want to synchronize you will need to map label to folder in the Folder Mapping page.

                                                            7.6.2.j Email - Error when meeting request or meeting cancelation is in the inbox on Google side

                                                            Direction: Google -> Exchange

                                                            Behavior: When the email folder contains a meeting request or a meeting response or a meeting cancelation on Google side, if that meeting request or other meeting related messages are synchronized to the Exchange side, an error “The type of the object in the store (MeetingRequest) does not match that of the local object (Message)” will occur.

                                                            Solution/Work around/Reason: The error is OK and expected, the recovery mechanism will start in the next iteration and the error will be gone and the item created.

                                                            7.6.2.k Tasks - Recurring Tasks do not synchronize

                                                            Direction: Google <-> Exchange

                                                            Behaviour: Although google allows to create recurring tasks in their UI, this information cannot be retrieved from the tasks regarding this specific configuration.

                                                            Solution/Work around/Reason: Recurring tasks will not synhronize due to the missing information regarding this in the google side.

                                                            7.6.2.l Contacts – Hiding contact in Google makes delete of contact in the Exchange

                                                            Direction: Google -> Exchange

                                                            Behavior: Google allows also option “Hide from contacts” besides the “Delete”, this will make the Google contact going to “Other contact” tag – folder. However, Exchange does not have this option and Google gave us information that this contact is no more existing in the contact list. This will cause that the appropriate contact pair will be deleted from the Exchange side.

                                                            Solution/Reason: Currently there is no solution or work around from our side. We strongly recommend to treat the “Hide from contacts” as the delete itself and using it with caution.

                                                            8. Conclusion

                                                            This document described how to configure and run CB Exchange Server Sync as a service. It explained the important concepts to better configure the service. It explained how to configure the service easily via the configuration wizard and manually as well. The document also listed important troubleshooting information for most common issues.