Genius Connect Demo Genius Connect is a COM

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Genius. Connect Demo Genius. Connect is a COM Add-in for Microsoft Outlook®. With this

Genius. Connect Demo Genius. Connect is a COM Add-in for Microsoft Outlook®. With this Add-in it is possible to synchronize information between a database and Outlook. Database functionality can be useful to: • Make a safety copy of your Outlook information • Share information with other users on your (home) network • Share the information from Outlook with other programs Database server Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl

Functionality Information in Microsoft Outlook® can be linked to a database with Genius. Connect.

Functionality Information in Microsoft Outlook® can be linked to a database with Genius. Connect. Each folder can be linked with a database table. If the data types of a database column and an Outlook field do not match, the Add-in can convert most of the different data types to the correct type. With Genius. Connect you can: • Import all database records from the table. In Outlook new items are added and previously imported items are updated • Update previously imported items from the database • Export all (selected) items from Outlook to a database. Previously exported/imported items will update the database record and new items will add a new record to the database table. Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl

Functionality The database that is used for storing information can be on the local

Functionality The database that is used for storing information can be on the local computer or at a central database server or on an other computer. In the examples a Microsoft Access database is used. However Genius. Connect can be used in combination with almost every type of ODBC compatible database. For the first use of Genius. Connect an ODBC data source must be present to the database (this is explained in the help). After installation Genius. Connect can be configured and used. Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl

Configuration Each Outlook folder can be linked to a database table. Outlook folder is

Configuration Each Outlook folder can be linked to a database table. Outlook folder is linked to a data source ‘Outlook’ and table ‘CONTACTS’ Select a folder to link a database table to Click to continue Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl

Configuration A data source and a table must be selected to make a link

Configuration A data source and a table must be selected to make a link between an Outlook folder and a database. For SQL authentication also a username and password must be supplied. This information is stored in the registry (the password is stored encrypted). Click to make a connection to the database Select the data source and enter the username and password Select the table for the link Click to continue Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl

Configuration The list shows all Outlook fields with their types. In the third column

Configuration The list shows all Outlook fields with their types. In the third column the database column can be selected for the database link. Check the database field type Define a conversion Select a database field Click to continue Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl

Configuration If the data type of the Outlook field does not match the data

Configuration If the data type of the Outlook field does not match the data type of the database column, the values must be converted according to a predefined format. Define the required format Use the list of parameters for the field format If the data types do not match, the conversion can be specified manually. (button Conversion) Click to continue Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl

Configuration If the data type of the Outlook field does not match the data

Configuration If the data type of the Outlook field does not match the data type of the database column, the values must be converted according to a predefined format. Define the database All possible values for the Outlook field values for each possible Outlook value Click here to change the data type Click to continue Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl

Configuration Mandatory fields that are not linked to a particular Outlook field must be

Configuration Mandatory fields that are not linked to a particular Outlook field must be assigned a SQL statement to retrieve a new unique value. Each table must have at least one primary key with a SQL statement. Click here to fill the mandatory fields with a statement for example Assign each field a SQL statement to retrieve a new unique value Click to continue Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl

Configuration-Filter It is possible to enter a SQL Where clause to limit the records

Configuration-Filter It is possible to enter a SQL Where clause to limit the records in the result set. Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl

Configuration-Folder options These options can be set per folder. The availability of these options

Configuration-Folder options These options can be set per folder. The availability of these options depends on license type. Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl

Configuration-options On the options tab, the common behavior can be adjusted Genius@WORK B. V.

Configuration-options On the options tab, the common behavior can be adjusted Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl

Configuration-options Auto-Synchronize options are available in Business (single user) license and higher Genius@WORK B.

Configuration-options Auto-Synchronize options are available in Business (single user) license and higher Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl

Information exchange The Add-in can be configured and used with the extra command bar

Information exchange The Add-in can be configured and used with the extra command bar in Outlook. The buttons on the command bar for synchronizing information between the database and Outlook are only visible if the selected Outlook folder is linked to a database table. Configure the Outlook COM Add-in Load/Import the selected items from the database into the current folder. The items must have been stored or imported before. Load/import all records from the database in the current folder. Previously imported/stored items are updated, the other items are added to the folder. Store/export the selected items in the current folder into the database. Previously stored items are updated, the other items are added to the database table. Store/export all items in the current folder into the database. Previously stored items are updated, the other items are added to the database table. Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl

Information exchange During the synchronisation the progress is shown in a dialogue. press the

Information exchange During the synchronisation the progress is shown in a dialogue. press the button to load all contacts from the database Click to close progress window A total of 423 contacts has been loaded from the database Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl Click to continue

Technical information For each Outlook item two user defined fields are added to store

Technical information For each Outlook item two user defined fields are added to store the primary key names and values in. This keeps all Outlook fields available for normal use. The primary key names The primary key values End Genius@WORK B. V. e-mail: info@Genius. At. Work. nl Web: www. geniusatwork. nl