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Outlook® Export: Are there certain columns that we have to have in our project contract directory to make this work?
Yes. The mandatory columns include Partner Code, Partner Type, Contact Code, and Last Modification Time. You will receive a warning if all applicable columns to export are not included in the log.
Is it possible when exporting or importing Outlook® Calendar items to only select certain items to import?
Filtering is available when exporting from CMiC. All activities are currently imported from Outlook® with no filter option.
Is the importing calendar function available in CRM?
Yes, importing and exporting is available in CRM.
Why do I have action items from the TEST CMiC database in my PROD CMiC database?
When using the OM/DM contacts and calendars, keep in mind that since the items are identified by the names CMiC Opportunity Management, that they will copy data (calendar) from a test environment to a production environment. Project related calendar items are stored with the project name and Oraseq, and thus are less likely to cross over. This only applies when using these options in multiple CMiC databases.
Why did I not get all calendar items imported to CMiC?
Only future items are imported. Additionally, if there is any error in the import, rather than bringing in partial data, only a fully accepted record will be imported. Look in the displayed status for the reason of the error in importing or exporting.
Can you combine the project calendars into one calendar in Outlook®?
Calendars in CMiC currently have a 1:1 relationship with calendars in Outlook®. However, there is the option to move items to a master calendar once in Outlook®.
Since the calendars are set up as project specific folders in Outlook®, do you still get calendar reminders? (Our past experience is that only the root user mailbox calendar sends reminders)
Yes. Reminders are sent from all calendars including those created by the export from CMiC.
Are the calendars and contacts exchange job-specific mailboxes or are they job-specific folders in the public folders on the Exchange server?
They do not reside on the Exchange server. They are created as local calendars and contacts.
If there is a change to an existing meeting, would the change be made in CMiC and pushed to Outlook® or made in Outlook® and pushed to CMiC? Can it be done both ways?
Project calendars can be imported and exported, so it would work both ways.
Is a particular JRE required for calendar export and import?
J2SE1.4 contains the Java Web Start required to run the import/export.