Agile SugarCRM to Exchange Synchronizer Version: 5.4.1 This module provides seamless integration and synchronization of data between Exchange server and SugarCRM server. Works with any email client attached to Microsoft Exchange 2007 or higher, including - Outlook, Entourage, Apple Mail, Thunderbird - iPhone/iPad, Android, Blackberry, Windows Phone etc. Automatic detection and synchronization of Meetings, Calls, Appointments, Emails, Tasks, Opportunities and Cases. Operation is completely server side. No need for AddIns. Revision History Version 5.4.1 Feature: Reset last sync time from command line Fix: Access denied to a rotating journal while Manager app is open Fix: Remove 'Make deleted 'Not Held' option as deprecated Fix: Error in Sugar 7.7 reading contact with empty Account Name Version 5.3.5 Feature: Check Folder feature (ExchangeMatchFolder option). Compare Exchange folder returned form GetItemById. If folder is different then item is assumed as non-existent (move==delete). Version 5.3.4 Fix: iteration time grows if network error appears during server pulling. Fix/Improvement: implement intelligent resync if last sync returned blank items. Version 5.3.3 Fix: Fix compatibility with Sugar Enterprise 7.7 (field list corrected) Version 5.3.2.1 Feature: If source item has empty ID (fastsync) then skip it to avoid empty entries. Version 5.3.2 Feature: Support FastSync for large DBs (hundreds of thousands of items. Tweak for chunked read and timeouts). Version 5.3.1 Feature: Automatically Remember DB type found during "Test Connection" Feature: Support Sync deletions with FastSync Feature: Patch "FindItems" to re-use FastSync Feature: gmsync 1.9.3: Support Sudo for same user and deletions Version 5.3.0 Feature: Sync deletions (Remove Deleted Items) Fix: improve speed when FastSync cache is disabled (don't do redundant connections) Version 5.2.7 Fixed Feature: Support for SMIME email messages: signed and encrypted. Version 5.2.6 Feature: Enable Cookie container for the Exchange connector. Version 5.2.5 Feature: Force re-connection to Exchange if it was unavailable during sync agent startup. Version 5.2.4 Feature: Allow sync attendee accept status (Accept/Decline/Tentative/None) from Exchange to SugarCRM Version 5.2.2 Feature: FastSync extension to optimize performance for large installations (SugarCRM installable module that optimizes the sync is required) Version 5.1.2 Feature: Journal "Description" for Appointments should contain event date to simplify log view. Feature: Improve sync of recurring events where several attendees are CRM users. Fix: Journal datetime sort was incorrect (dates sorted as strings, need to sort by value). Fix: Check Organizer when processing attendees S2E (organizer should be considered as one of the invitees). Version 5.1.2 Feature: Journal "Description" for Appointments should contain event date to simplify log view. Feature: Improve sync of recurring events where several attendees are CRM users. Fix: Journal datetime sort was incorrect (dates sorted as strings, need to sort by value). Fix: Check Organizer when processing attendees S2E (organizer should be considered as one of the invitees). Version 5.1.1 Feature: Improve merge for appointments with same name Feature: New installer upgrade policy (install over previous version) Feature: Alphabet grouping for folders Feature: Error reporting in Journal Feature: Re-Sync button in Monitor forces attempt to fix errors from last sync attempts Feature: Items with failed merge are now skipped and Error is reported Feature: Improve speed when merging appointments CRM -> Exchange by using dates in selection Feature: Helper buttons to zip logs, zip data, Open folder Feature: SkipAppointmentsBefore to ignore old appointments and tasks Feature: Monitor has all buttons moved to the toolbar Feature: Zip Data, Zip Logs and open Data Folder from Profile Manager->About Feature: Ability to open Reset Last Sync Time dialog in read only mode Fix: Do not set Categories in Exchange for items that are skipped Fix: GetFolderItems: Don't check unread items if MarkRead=false Version 4.3.3 Fix: Don't mark item as archived if DontSave=true Version 4.3.2 Fix: Remove SMTP: prefix from email "FROM:" field when archiving an email Version 4.3.1 Feature: Option to disable SSLv3 globally to adopt to servers with POODLE patch Feature: Introduce an option to avoid marking deleted items as 'Not Held' Feature: Don't show meeting reminder in Outlook if it became 'Held' Feature: If rule sets DontSave=true then do not execute any other rules Version 4.2.9 Feature: Support for archiving of digitally signed emails Revision History Version 4.2.8 Feature: Per-profile and Per-user time zone settings Feature: Make captions for all buttons in Profile Manager Version 4.2.7 Fix: SugarCRM 'check connection' returns success for the 2nd time Fix: Better error report when 'Test Connection' fails Fix: LegacyFreeBusyStatus set default as 'Busy' when synchronizing appointments. Version 4.2.6 Fix: Impersonation may fail in multi-user environment if one of the users has Admin privileges, no LDAP used and only assigned meetings are synchornized. Version 4.2.4 Fix: "Edit>>" link in "Opportunity" and "Case" emails. Version 4.2.3 Feature: Option to set appointment Free/Busy status Fix: Appointment importance were always 'Low'. Now there is an option to control desired importance for all created appointments. Version 4.2.2 Feature: Master Category List (names and colors of categories for each exchange user) may now be defined in Global Options Editor. Fix: Mixed mode LDAP/nonLDAP authentication may lead to "40: Access Denied" Version 4.2.1 Feature: License Manager Upgrade Feature: Check that number of users in the profile is <= that number of users in the license Feature: Show service messages in Profile Manager and Journal Viewer Fix: Sleep IterationInterval in small steps (make service start/stop faster) Fixed: Allow profile items with same CRM login Fixed: Fix multi line description sync Sugar -> Exchange. Fixed: 'Move' post action archives duplicate email in 'Archive to' folder Version 4.1.4 Feature: Message Filtering for notifications (set in Global Options Editor) Feature: Use latest version (4_1) of sync_get_modified_relationships to handle 'Sync to Outlook' and assigned meetings (performance) Version 4.1.3 Feature: Report error when admin login failed Feature: Group notifications by service to avoid summary file locking Feature: Show Notifications in Profile Manager (on premise) Fixed: Monitoring is damaged if StopMonitoring throws exception Fixed: Adapter options Exchange.User/Exchange.Url get lost Fixed: Stop Agents is performed serially, need parallel way Fixed: Cloud version: notifications are not sent Version 4.1.2 Feature: Synchronizer Desktop Shortcut Feature: Refine the process of creating 1st synchronization profile Version 4.1.1 Feature: Show New/Merged/Sync values for rules in grid columns Feature: Journal Viewer: display history of synchronized items with ability to monitor and filter Feature: Multiple SOAP protocols support (Sugar v2, .. v4) Workaround: "Exchange Pulling Mode" option as a workaround to failed event pull subscriptions in some Outlook 365 instances Fixed: SyncToOutlook may miss to catch bulk changes Fixed: FileAs not working, so new Contact is shown with empty DisplayName (cosmetic issue) Fixed: Contact description formatting improved to support descriptions with reach text body Fix: Check special symbols in profile name (&) Bug: Fix Null values in SQLite DB Version 3.11.2 Feature: Show Task Options always expanded Feature: Allow explicit setting for time zone Workaround: "Exchange Pulling Mode" option as a workaround to failed event pull subscriptions in some Outlook 365 instances Version 3.11.1 Feature: Global options editor (synchronization interval, verbose level, notifications) Feature: Email notifications for synchronizer actions, errors and events Feature: Journal Viewer with search, auto-update and filtering. Feature: Synchronize Attendees/Invitees for Meetings/Calls/Appointments Feature: Synchronize items from a certain date (via "Reset Last Sync Time" dialog) Feature: In Exchange Connection settings new option for Exchange_2013 Feature: Journal.txt Rotation Version 3.10.3 Fix: Remove "SMTP:" prefix in the email address table (for some contact emails) Feature: Unsubscribe from exchange events: GlobalOptions.UnsubscribeExchangePools=true (Default) Version 3.10.2 Feature: User Login checker Version 3.10.1 Feature: User Login checker Feature: Office 2013 support, including Office 365 Feature: Make a copy of archived email Feature: Option to generate undo sync script (for advanced users) Fix: Show setup version in the About box Fix: Verify email addresses on Users&Licenses tab Fix: Scheduler always defaults to most frequent synchronization Fix: Change default value for Sync Private Items from 'y' to 'n' Version 3.9.1 Feature: Synchronization rules now can be overridden by user. Feature: Improve Exchange merge logic Fix: Scenario options revert to defaults after using Select Scenario dialog Fix: Problems with multi-email archiving when put into ArchiveTo folder Fix: When adding new scenario to profile all other scenarios options are cleared up Fix: If Contacts and Leads are stored in the same Exchange folder then only one of them is synchronized Fix: SSL issue when checking exchange pulls Fix: Agent should survive if no internet connection on service start and if connection disappears during synchronization Fix: Store full templateId into sync_pull_folder to distinguish between sync and delete scenarios Version 3.8.3 Feature: Override scenarios/templates/vardefs Feature: Support for CRM Dates in format "yyyy-MM-dd HH:mm:ss,fff"/"yyyy-MM-dd HH:mm:ss.fff" Fix: Allow setting custom task options (including Folder etc) for scenarios having same template ID in the same profile Version 3.8.2 Feature: NickName to Exchange Feature: When syncing c2e, field FileAs in exchange should be filled Feature: When creating a parent account in CRM, address should be filled from contact(zip,city,street,country…) Feature #179: implement $include in strings.txt Fix: Support "Private" meetings in Outlook Fix: Synchronize tasks should have default filter set to 'My' Fix: Some characters (+,<,>, etc.) are filtered if Body synchronized E->C Fix: Problems processing multiple actions for same synchronization event in the same exchange folder Fix: DXSync: all SentItems messages, syncronized to crm marked in Crm as drafts Version 3.8.1 Feature: Synchronize 'website'/'WebPage' for Accounts/Contacts Feature: HTTP Proxy Settings for Exchange Feature: Merge contacts in exchange Feature: Button to reset last synchronization time form configurator Feature: Duplicate contacts merge in CRM may fail for contacts without First Name Feature: Face lifting of profile configuration wizard Fix: Fix item name for Journal Fix: Don't create Leads for 'Archive To' emails. No need to add lead if there is Opportunity or Case already Fix: One-time synchronization from Exchange is limited to 1000 items Fix: Make agent.log less verbosive Version 3.7.1 Feature: Public Contacts Synchronization Feature: Auto create a Lead if no Account/Contact/Lead found when archiving email Feature: Format case folders as "[id] Name" Fix: Invalid license prevents old items from future synchronization Fix: UseLDAP option is missing in Sugar connection settings Fix: Monitor: full synchronization options can not be changed Fix: "Use Common" column should not be visible in the Users&Licenses list Fix: Categories are not merged when sync from S to E Fix: Description of Synachronize All options is incorrect for Contacts Version 3.6.2 Fix: Problems assigning email to contact and account Fix: Add option to set either mark emails as "read" or 'archived" Version 3.6.1 Feature: Enable support for 'Sync to Outlook' flag when synchronizing contacts Feature: Synchronizer monitor now allows modifying synchronization scenario options (Categories, folders, filtering and so on) Feature: Correct documentation: AESync may be on the same server with Exchange Version 3.5.2 Feature: Additional validation of the SugarCRM URL to not let user enter wrong URL Feature: Archive Email is automatically archived to Contacts, Accounts and Leads, if any Improvement: Auto-recover Exchange Pulling Subscription Improvement: Automatically recover SugarCRM connection session in case of connection problems Fix: Status of archived email "read", should be "archived" Feature: Add global parameters for Attachments and Opportunities: Maximum attachment size, attachment filters (allow/deny by file name and extension), default close date for opportunities Version 3.5 Fix: Contacts synchronization scenario now defaults to standard Contacts folder (rather than [Contacts]\CRM Contacts subfolder) Feature: Email attachments archiving Fix: Improved support for old versions of Exchange 2007 Fix: Fixes to support MSSQL and Oracle date ranges Version 3.4 Feature: Monitoring tool providing a view on the synchronizer journal. Shows how many items were synchronized or created by given synchronization rule. Version 3.3 Feature: Automated deployment test. Test set that may be used for validation of Exchange and CRM configuration before deploying in large-scale environments. Feature: Synchronization rule triggering mechanism. Used for chaining sets of actions such as Create Opportunities from Email->Synchronize Opportunity list. Version 3.2 Feature: Synchronizer configurator utility. May be used to set up fine grained synchronization scenarios. Version 3.1 Feature: Fine-grained scheduler to control CRM and Exchange load over the day Version 3.0 Feature: Rebranding support Feature: Archiving folders (“Archive To” existing CRM item). Support for Opportunities and Cases Feature: Automatic synchronizer service Version 2.3 Feature: List items (show CRM items as emails) Version 2.2 Feature: Email Archiving Version 2.1 Feature: Exchange 2010 support Version 2.0 Feature: Synchronization for Leads and Accounts, Meetings and Calls Version 1.1 Feature: Appointment Synchronization with Meetings Version 1.0 Feature: Synchronize Contacts and Tasks