Sync Outlook Calendar

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Need a reminder? Use the Quick Reference Guide.

Need more details? Check out the Standard Guide.

Quick Reference Guide

There are 12 steps to complete this task:

1. Open My Preferences.

2. Select Configure Email Account.

3. Enter user's email.

4. Press Save.

5. Press Close.

6. Open System Management.

7. Select type of staff.

8. Select user and press Edit.

9. Enter user's Email and Mail Box ID.

10. Press Save.

11. Press Close.

12. Press Close.

Standard Guide

Step 1. Open My Preferences.

To open My Preferences, select Tools on the Menu Bar, then select My Preferences. The My Preferences window will appear.

Step 2. Select Configure Email Account.

Select the box beside Configure Email Account located on the right side under Other Settings.

Step 3. Enter user's email.

In the Set Outlook Email Password window, enter the user's email address and email password. Check the box for Synchronize my Calendar with Exchange.

Step 4. Press Save.

Press the Save button located at the bottom of the Set Outlook Email Password window.

Step 5. Press Close.

Press the Close button located at the bottom of the My Preferences window.

Step 6. Open System Management.

There are two ways to open this module.

1-Step Option:

Press the System Management icon on the Global Toolbar.

2-Step Option:

1. On the Menu Bar, press Tools.
2. Press System Management.

Step 7. Select type of staff.

The Files tab of the Global System of System Management should open by default. If Global System is not displayed, select the Global System icon at the top. If the Files tab is not visible, select the Files tab.

Select the box to the left of the staff type of the user. In this example, Other Staff is selected.

Step 8. Select user and press Edit.

Find the user and left-click to highlight their name. Press the Edit button located at the bottom of the Other Staff Maintenance window.

Step 9. Enter user's Email and Mail Box ID.

Ensure the user's email address is entered correctly in the Email field and the Mail Box ID field.

Step 10. Press Save.

Press the Save button located at the bottom-right of the window.

Step 11. Press Close.

Press the Close button located at the bottom-right of the window.

Step 12. Press Close.

Press the Close button located at the bottom-right of the System Management window.

The user's calendaring from CLW to Outlook and from Outlook to CLW should now be synced.

Article (PDF Version)