BlueTie's Outlook Sync allows users to synchronize their Calendar, Contacts and Tasks between Outlook and their BlueTie account.
To cancel a sync that is in progress, click on the cancel sync row in the Outlook Sync Client.This will cancel the sync and update the sync status found under each application.
In some instances, BlueTie may need your Outlook Log Files to troubleshoot Outlook-related issues.
To access the Log Files:
1. Open Outlook
2. Click the Sync Icon
3. In the Sync Menu, click TOOLS
4. Select LOGGING
5. When the Logging dialogue box appears, click VIEW LOG
6. A Windows Notepad window appears, detailing all the tasks attempted in the most recent synchronization
7. Save this file to your computer
8. Send to BlueTie Support as requested by the Support Rep.
Whenever you change your password within BlueTie, this change will need to be reflected within the Outlook Sync client.
This is managed within the Sync Client manager, which may be accessed by:
1. Open Outlook
2. Click on the Sync Icon (top-left corner of Outlook)
3. In the Sync window that opens, click TOOLS.
4. Click OPTIONS
5. Click ACCOUNT on the left-side of the window
6. Enter your current password in the Password field.
7. Click OK
You may change the amount of time between syncing your BlueTie account and Outlook at any time.
This is managed within the Sync Client manager, which may be accessed by:
1. Open Outlook
2. Click on the Sync Icon (top-left corner of Outlook)
3. In the Sync window that opens, click TOOLS.
4. Click OPTIONS
5. Ensure that the SYNC option is selected on the left side of the window
6. Within the SCHEDULER heading, click the SYNCHRONIZE EVERY box, and using the dropdown menu, select how often you would like the Sync to occur.
7. Click OK
After the successful download, the Outlook Client will open automatically. This may take a few minutes.
The user can also access the sync client anytime following the‘Start>Programs>Outlook Sync>Outlook Sync Plug In’ path.
Once the client is open, users will need to enter their username or email address and password (shown below) – this is required for first time use of the client, and must be updated whenever the user modifies their password. All of the following settings can be accessed, and modified, at anytime.
The Outlook Sync tool can be downloaded directly from your BlueTie Preferences.
To access your Preferences:
1. Login to your BlueTie account.
2. Click on Preferences, located in the top-right corner of your account.
To download the Outlook Sync tool:
1. Click on the Outlook Sync preference.
2. Click Download.
Instructions for installing Outlook Sync may be found here.
NOTE: You must first download Outlook Sync to your computer.
Instructions may be found here.
To install the Outlook Sync tool, please follow these instructions:
1. Open the Outlook Sync Installer (from your computer); a new window will open. Outlook must be closed to run the installer.
2. Choose Install Location
3. Click Finish (ensure that the Choose to Run box is checked)
4. The Outlook Sync Popup Menu will open
5. Open the Sync Menu Options. This can be done by clicking on TOOLS, and then OPTIONS, or by simply clicking on the SYNC ALL button.
6. Enter your BlueTie username and password in the appropriate fields.
7. Click the Sync Button on the left of the menu, and Uncheck the box next to Notes (which is currently unsupported by BlueTie).
8. Click OK
9. Click the SYNC ALL button (or, if you only wish to sync specific features, click the appropriate button).
Depending on the amount of data in your account, it may take a few minutes to synchronize your BlueTie account with Outlook.
Once your accounts are In-Sync, Outlook will open.
To perform future Syncs, simply click the Sync icon in the top-left corner of Outlook.
Before synchronizing your BlueTie Account with Outlook, you will need to both Download and Install the Outlook Sync client.
Instructions to Download may be found here.
Instructions to Install the client may be found here.
Please then open the Outlook Sync client and go to File>Synchronize or simply double-click on the sync all option. You can manually sync an individual application by double-clicking on it as well.
If you have configured an automated sync schedule, you do not have to perform these steps. However, in order for the schedule to perform, the Outlook Sync client must be active – Outlook and the web application may be closed.
In Outlook a sync can be initiated by either clicking the Outlook Sync shortcut icon or by clicking on the Outlook Sync Plug In option in the menu bar.
To begin the uninstall process, go to:
Start>Programs>Outlook Sync >Uninstall.
Alternatively, go to Start>Control Panel>Add or Remove Programs.
Select Outlook Sync Plug in and then click the Change/Remove button. Click Yes to continue.
At this point in the uninstall process you can choose to retain or delete all client users' local files and settings. Retaining the settings will speed up your use of any new installations of the sync client. Click Uninstall to start the removal of the client. Once the process is complete a confirmation will appear and you can close the windows.