Configuring Microsoft Outlook

You can configure Microsoft Outlook preferences to use with Collaboration for Microsoft.

Before you begin: In the system tray, click the Collaboration for Microsoft and click Settings. The Collaboration for Microsoft Client Configurations dialog box appears.
Note: You can also double-click Collaboration for Microsoft to open the Collaboration for Microsoft Client Configurations dialog box.
  1. In the Address Validation section, Prompt user if the 3DEXPERIENCE user email address is not configured in Outlook is selected by default to notify you, if the email address configured in Microsoft Outlook is different from the email address configured in 3DEXPERIENCE. This notification warns you against adding meetings and tasks associated with a different user to Microsoft Outlook. If this check box is not selected, all 3DEXPERIENCE meetings and tasks associated with your email address are added to Microsoft Outlook when you log on to 3DEXPERIENCE.
  2. In the Meeting Synchronization section, configure the following options.
    OptionDescription

    Enable automatic 3DEXPERIENCE meetings sync

    When this check box is selected, the 3DEXPERIENCE meetings are automatically synchronized at regular intervals according to the defined settings. The time interval is defined in the days, hours, and minutes format. This check box is selected by default.

    The details of the last synchronization are displayed.

    Automatically add 3DEXPERIENCE meetings to the calendar without prompt

    When this check box is selected, the 3DEXPERIENCE meetings are added to the Microsoft Outlook calendar without notifying you after each sync. This check box is selected by default.

    Automatically send meeting invites to attendees after sync

    Select this check box to automatically send meeting invites to attendees. The meeting invite is sent only if you are the meeting owner.

    Automatically send meeting cancellation to attendees after sync

    Select this check box to automatically cancel meeting invites to attendees for meetings, where the current user is the owner and the meeting no longer exists in 3DEXPERIENCE

    Show prompt to delete meetings

    Click this option on for the meetings that are no more assigned to you.

    Note: Select one of the below options:
    • Show prompt to delete meetings
    • Delete meeting from MS Outlook
    • Categorize meeting to be deleted manually
    • Keep meeting as it is

    Automatically send cancellation for owned meetings that are being deleted during sync

    Click this option on for sending the cancellation for owned meetings that are deleted during the sync.
  3. In the Task Synchronization section, configure the following options.
    OptionDescription

    3DEXPERIENCE Task sync

    3DEXPERIENCE tasks are automatically synchronized at regular intervals according to the defined settings.

    If you do not want to sync the task automatically, you can select Sync manually from drop down.

    The details of the last synchronization are displayed.

    Automatically add 3DEXPERIENCE tasks to the Tasks folder without prompt

    When this check box is selected, the 3DEXPERIENCE tasks are added to the Microsoft Outlook tasks folder without notifying you after each sync. This check box is selected by default.

    Show prompt to delete tasks

    Click this option on for the tasks that are no more assigned to you.

    Note: Select one of the below options:
    • Show prompt to delete tasks
    • Delete task from MS Outlook
    • Categorize task to be deleted manually
    • Keep task as it is

    Sync 3DEXPERIENCE tasks completed since

    Lets you restrict the Sync of completed 3DEXPERIENCE tasks in MS Outlook. By default, tasks completed in last 10 days are synced in MS Outlook.
  4. Click OK.

The preferences are updated in the app.

Note: When you login to Collaboration for Microsoft, enter any value between zero to twenty three in the Day tab from the Synchronization Interval dialog box in the Microsoft Outlook settings.