SharePoint's Own Sync

As a supplemental option to Portal Sync Setup Choice: SharePoint

---

If your company uses SharePoint, you will usually use one of our recommended sync setup options, rather than SharePoint's own sync utility. But there is nothing stopping you from using either or both.

Here's how to do it...

---

SharePoint's own Sync

SharePoint has its own features to sync from your SharePoint server to each user's local PC,
but it does so in a way that is very different from Systems2win Sync.

	Systems2win Sync	SharePoint Sync
Where files are stored on each user's local PC	Each user's default User Templates folder, (which is where Word and Excel templates are stored)	Templates are stored in 2 locations on each local user's PC: 1) Each user's default User Templates folder, (which is where Word and Excel templates are stored) 2) Outlook's Content folder (which is impenetrable to any application other than Outlook)
How to find & open your templates	Any of the standard alternate ways to find and open your Systems2win templates	Any of the standard alternate ways to find and open your Systems2win templates Use SharePoint Lists (just like you share any other files on your SharePoint server) Open your Systems2win templates through Outlook

Because SharePoint is only syncing with Outlook, you have 2 optional ways to sync the templates in each user's default User Templates folder:

1. Use manual sync

2. Use Systems2win Sync (yes, you can use both Systems2win Sync and SharePoint Sync)

---

To set up SharePoint's own sync

1. Install your S2winPortal to a temporary location.
2. Use your favorite web site editing software (such as Dream Weaver) to:
   1. Create a new sub-folder: S2winPortal\OutlookSync
   2. Copy every template from the tFolders into the OutlookSync folder
3. Copy or upload the S2winPortal folder in its entirety to your SharePoint server
4. Select the /S2winPortal/OutlookSync/ folder in your SharePoint portal administrator page...
   then select Actions > Connect to Outlook

Because SharePoint is only syncing with Outlook, you have 2 optional ways to sync the templates in each user's default User Templates folder:

1. Use manual sync

2. Use Systems2win Sync (yes, you can use both Systems2win Sync and SharePoint Sync)

Whenever you personalize a template — you will need to remember to overwrite the master in both the usual /S2winPortal/tFolder/ and the /S2winPortal/OutlookSync/ folder.