Setting up Delegate Rights in Tour deForce

Purpose

 

The purpose of this technical bulletin is to explain delegate rights and why setting up Delegate Rights in Microsoft Outlook is necessary for the Mobile Sync and Exchange Sync services.

 

The Mobile Sync service is used to sync Appointments and Tasks created in Tour de Force Mobile to Microsoft Outlook.  The Exchange Sync service allows users to sync Contacts, Tasks, and Appointments between Outlook and Tour de Force.

 

This technical bulletin contains the following sections:

 

1. Purpose of Delegate Rights
2. Setting up Delegate Access and Granting Editor Rights

 

 

Note: Read the documentation completely before setting up Delegate Access.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

1. Purpose of Delegate Rights

With the Exchange Sync and Mobile Sync services users are able to create Appointments and Tasks and use those services to sync those items to Microsoft Outlook.  For example, an Appointment created from Tour de Force Mobile can be synced back to users Outlook Calendar using the Mobile Sync service.

 

However, before the Exchange Sync and Mobile Sync can sync these items to a user’s Outlook profile the tdfadmin account needs to be given delegate access to each users Outlook profile.  The tdfadmin account is the account that has been set up to run the Exchange Sync and Mobile Sync services.  Because both services need to look at a user’s Outlook profile, Editor Rights need to be granted to the tdfadmin account for Appointments, Contacts, and Tasks.

 

Setting up delegate access for the tdfadmin account needs to be performed on each user’s computer using the steps outlined in Section B of this technical bulletin.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

2. Setting up Delegate Access and Granting Editor Rights

Each user needs to go through the following steps to set up delegate access for the tdfadmin account and grant the tdfadmin account Editor Rights for Appointments, Contacts, and Tasks.

 

Use the following procedures to grant the tdfadmin account, delegate access:

 

1. In Microsoft Outlook click the File tab.

 

 

2. Click the Account Settings button and in the Account Settings menu select Delegate Access.

 

 

3. On the Delegates window click the Add button. 

 

 

4. In the Search field type in “tdfadmin”.  Do not press the Enter key, the search should execute automatically. 

 

 

 

 

5. Click the Add button to add the tdfadmin outlook profile to the Add field.

 

 

6. Click the OK button. 

 

 

 

 

 

 

 

 

 

 

The Delegate Permissions window opens.

 

 

7. Uncheck the Delegate receives copies of meeting-related messages sent to me check box. 

 

 

 

 

 

8. In the Calendar field select Editor in the drop-down menu. 

 

 

9. In the Tasks field select Editor in the drop-down menu. 
   

 

 

 

 

10. In the Contacts field select Editor in the drop-down menu. 

 

 

11. Click the OK button once the correct options have been set. 

 

 

 

 

 

Tdfadmin should now appear in the box in the Delegates window. 

 

 

12. Click the OK button to confirm the addition.