Agile SugarCRM to Exchange Synchronizer Version 5.7.1 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 5.7.1 Feature: OAuth support Version: 5.6.2 Update: Upgrade to .NET version 4.7.2 Version: 5.6.1 Update: Upgrade EWS.dll to version 2.2.1.2 (better support for Exchange 2019) Version 5.5.10 Fix: Fix ':' in date formatting for locales with '.' between time fields (date.ToString default behavior changed in Windows 2010 and Windows 2016) Version 5.5.9 Fix: null as zero date for mysql (instead of 0000-00-00) Version 5.5.8 Fix: Fix search_by_module to version 4_1, to fix email archiving and related item search Version 5.5.7 Fix: change make_note from attachment to fix issue issue with Sugar 8.1 (attachmens not displayed in email) Version 5.5.6 Fix: skip users.team_count field to bypass compatibility issue with Sugar 8 (unable to serialize result) Version 5.5.4 Fix: Set default Soap version to 1.1 (one supported by sugar soap module) Version 5.5.3 Fix: rebuild with latest System.Data.SQLite.dll Version 5.5.1 Feature: Support for TLS 1.1 and TLS 1.2 security protocols Change: Upgraded to .NET Framework 4.5 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