Open topic with navigation

Installing and Configuring FootPrints Sync

FootPrints Sync is included with FootPrints Mobile (an add-on module purchased separately) and supports the following:

• Operating Systems: Windows XP Pro, Windows XP Home, Windows 2000, Windows 2003 Server
  
• Personal Information Manager (PIM) software: Microsoft Outlook, Microsoft Outlook Express, Lotus Notes, Palm Desktop, Palm HotSync
• Personal Digital Assistants (PDAs): PocketPC (through Outlook), BlackBerry (through Outlook or Lotus Notes), Palm (through Palm Hotsync or Palm Desktop)

Installing the Desktop Client

To install the FootPrints Sync client:

1. Select Preferences on the FootPrints homepage, then select FootPrints Sync (2-way) from the Miscellaneous tab. Select Configure FootPrints Sync Settings. The FootPrints Sync page displays.
2. Click the Download the FootPrints Sync client link on this page to access the client.  You can choose to open and run the client installation or download it and run it.
3. Double-click the FootPrints Sync file (FPSync.exe) that you just downloaded to start the FootPrints Sync InstallShield Wizard.  The Welcome screen displays.
4. Click the Next button to continue. The Program Maintenance window displays.
5. Click the Install button to install the client. When installation is completed, the Completed window displays.
6.  Click the Finish button to finish the installation.

Once installation is complete, there should be two icons on your desktop, one called FootPrints Sync Setup and one called simply FootPrints Sync.  In addition, the FootPrints Sync client displays. If it does not, double-click either icon to display it.  See Configuring FootPrints Sync Settings within FootPrints for details on configuring and using FootPrints Sync desktop client.

Uninstalling the FootPrints Sync Desktop Client

There are three ways you can uninstall the FootPrints Sync Client:

• Run the FPSync.exe file:
  • Once the Welcome window displays, click the Next button.
  • In the Program Maintenance window, click the Remove radio button, then click the Next button.  The client is removed.
• On Windows, use the Add/Remove Software program:
  • Select Start-->Control Panel.
  • Select the Add/Remove Programs option. This can vary depending on your version of Windows.
  • Select FPSync in the list and click the uninstall button.
• Open the FootPrints Sync client and select File, then select the Uninstall option.

Configuring FootPrints Sync Settings in FootPrints

These settings configure how FootPrints Sync:

• Handles appointments made in FootPrints or made in the PIM
• Synchronizes FootPrints Issues with PIM tasks and vice versa
• Maps contact fields between FootPrints and the PIM

Some PIMs have a concept of “private” and “public” calendars, similar to the FootPrints personal calendar and workspace calendar. A private calendar is viewable only by the PIM owner, but the public calendar can be seen by others, with the owner’s permission.

IMPORTANT

When FootPrints Sync initially synchronizes FootPrints assignments with the tasks list, it takes role permissions into consideration.  Only the Agent's own assignments or team assignments are synchronized. However, if the Agent's role only permits him or her to edit his or her own assignments through the FootPrints interface, the Agent will be able to close and add to the Description field of the team's assignments through the PIM.  Administrators must be aware of this if they are to restrict Agents from editing team assignments and, in that circumstance, may wish to restrict use of FootPrints Sync.

Enabling synchronization and defining the PIM are done in the client. The following options only apply when synchronization is enabled in the client.

To enable and configure FootPrints Sync in FootPrints:

1. Select Preferences from the FootPrints Sync homepage.
2. On the Miscellaneous tab, select FootPrints Sync (2-way).  If you want to continue to use the 1-way FootPrints Sync, which only synchronizes calendar appointments with your Outlook Calendar and does so only from FootPrints to Outlook, select Manual Calendar Sync (1-way).  If you choose 1-way synchronization, continue no further with this procedure.
3. Select Configure FootPrints Sync Settings from the FootPrints Sync section. The FootPrints Sync page displays.
4. Select options as follows:

• Appointments
  • FootPrints -> PIM—Tell FootPrints Sync how to handle appointments created in FootPrints when writing them to the PIM.
    • Personal Appointments—Only write personal calendar appointments to the PIM.
    • Personal & Workspace Appointments— Write appointments from both personal calendar and workspace calendar to the PIM.
• PIM -> FootPrints—Tell FootPrints Sync how to handle appointments created in the PIM when writing them to the FootPrints calendar. FootPrints Sync does not synchronize invitees in an appointment from a PIM to an appointment in FootPrints. 
  • Private Appointments—Tell FootPrints Sync how to handle private appointments created in the PIM when writing them to FootPrints.
  • Personal Calendar Only—Write private appointments from the PIM to the personal calendar only.
  • Personal and Workspace Calendars—Write private appointments from the PIM to the personal and workspace calendars.

  Note

  Because FootPrints Sync has no way of knowing when a user is one of many invitees to an appointment, if multiple invitees to a single appointment synchronize their Outlook calendars to the FootPrints workspace calendar, the same appointment will appear multiple times. To avoid this problem, invitees (but not the originator) to such an appointment should temporarily turn off synchronization to the Personal & Workspace Calendars and, instead, synchronize only with the personal calendar.

  • Public Appointments— Tell FootPrints Sync how to handle public appointments created in the PIM when writing them to FootPrints.
    • Personal Calendar Only—Write public appointments from the PIM to the personal calendar only.
    • Personal and Workspace Calendars—Write public appointments from the PIM to the personal and workspace calendars.
  • Tasks—FootPrints Sync can write Issues to your PIM’s Tasks list.
• FootPrints-> PIM—Tell FootPrints Sync how to handle Issues when writing them to your PIM’s Tasks list.
  • My Assignments—Writes all Issues that are assigned to you to the PIM’s Tasks list when FootPrints is synchronized with the PIM.
  • Post address book and workspace fields into the description of the tasks—All of the field data elsewhere in the Issue is written to the Description portion of the Task.
• PIM -> FootPrints
  • Completed/Deleted Tasks—If you mark a task as completed or deleted in your PIM, when you synchronize your PIM and FootPrints, the status of the corresponding Issue in FootPrints is changed to the status you select from the drop-down fields:
    • Open—Status is changed to Open.
    • Closed—Status is changed to Closed.
    • [Other Statuses]—Other FootPrints statuses are displayed in the drop-down.  Select one of those to determine what to do when the status is marked as completed in the PIM.
    • Don’t change Status—Status is left unchanged ].
  • Deleted Tasks—If you delete a task from your PIM, when you synchronize your PIM and FootPrints, the status to the status you choose from the drop-down fields:
    • Open—Status is changed to Open.
    • Closed—Status is changed to Closed.
    • [Other Statuses]—Other FootPrints statuses are displayed in the drop-down.  Select one of those to determine what to do when the status is marked as completed in the PIM.
    • Don’t change Status—Status is left unchanged.

NOTE

Lotus Notes only supports three levels of priority. When mapping priorities from FootPrints to Lotus Notes, any priorities numbered higher than 3 are mapped to 3.

• Contacts—FootPrints can write the contacts in your FootPrints Address Book to your PIM’s Address Book. Contact synchronization requires that you have a personal Address Book search defined.
  • FootPrints-> PIM—Tell FootPrints whether to write the contacts from your FootPrints Address Book to the Address Book in the PIM and maps the fields in FootPrints to the fields in the PIM.
    • Search drop-down—Select the Address Book search.  The results are what will be written to your PIM.
    • Field Mapper—If you are going to synchronize contacts, you must configure the mapping between FootPrints Address Book fields and PIM Address Book fields.
      • FootPrints Field to PIM Field—Using the drop-down boxes, select the PIM fields that correspond to the FootPrints fields.

Configuring the FootPrints Sync Client

The first step after installation is to define the settings in the FootPrints Sync client.  The following sections of this document explain the buttons on the FootPrints Sync interface and then the items in the menu bar at the top of the interface.

To configure settings in the FootPrints Sync client:

1. Double-click the FootPrints Sync Setup shortcut on your desktop.

2. Click the Settings button.  A page displays where you can enter your FootPrints User ID, password, and the URL for the location of the FootPrints link.  The default for this location is http://localhost/MRcgi/webcal/, where localhost is your PC or handheld device.
3. Click the Next button.  The Information Manager Settings window displays.
4. Select your PIM from the Information Manager Name drop-down list, then click the Configuration Options button.  Options are:

• Lotus Notes
• Microsoft Outlook
• Outlook Express
• Palm Desktop
• Palm HotSync
• PocketPC Sync thru Outlook

5. Click the Configuration Options button. A tabbed window is displayed with options for you to configure your PIM.  Not all tabs are displayed for all types of PIM. Select settings on each tab.

The following are the tabs and their options:

• User ID—Select the User ID from the drop-down (this tab displays for Palm and Palm HotSync only).
• Transfer Method—Select whether to transfer data in both directions, from the PIM to FootPrints only, or from FootPrints to the PIM only.
  • Synchronize changes both ways—When synchronizing the PIM with FootPrints, write new data in both directions.
  • Add PIM_type into FootPrints—Only write data from the PIM to FootPrints.
  • Add FootPrints into PIM_type—Only write data from FootPrints to the PIM.
• Content—Select which data to transfer.
  • Contacts—Write FootPrints contacts into the PIM.  Regardless of whether you chose to synchronize both ways or in just one direction on the Transfer Methods tab, you can only write contacts from FootPrints to the PIM.
  • Tasks—Write FootPrints Issues to the Tasks list.  When synchronizing from the PIM to FootPrints, tasks synchronization changes the status field of the FootPrints Issue according to what you specified when you configured this feature in FootPrints.
  • Calendar—Write calendar appointments between FootPrints and the PIM.
• Personal Category—Select whether to synchronize Personal Category data (this tab displays for Palm HotSync only).
  • Synchronize Personal Category
  • Do not synchronize Personal Category

6. When you have configured all of your settings on the tabs, click the OK button.  The Information Manager Settings window displays again.
7. Click the Next button.  The Synchronization Settings window displays.
8. Select how you want your PIM synchronized with FootPrints:
   • Synchronize once each day at time—Use the drop-downs to select the time of day at which the FootPrints Sync client will perform synchronization.  You can still synchronize “on-demand” by clicking the Synchronize button from the FootPrints Sync client interface.
   • Synchronize every x hours—Use the drop-down to schedule synchronization every X hours.  You can still synchronize “on-demand” by clicking the Synchronize button from the FootPrints Sync client interface or by double-clicking the FootPrints Sync icon.  Because synchronization can be demanding on the server, auto-synchronization can be scheduled with a maximum frequency of once per hour per user.  If immediate synchronization is required, double-click the FootPrints Sync icon in your system tray.
   • Synchronize when the computer is started—If you select this option, the FootPrints Sync client will synchronize when the PC or handheld on which the client resides is booted. You can still synchronize “on-demand” by clicking the Synchronize button from the FootPrints Sync client interface.
   • Synchronize Manually—Synchronization only occurs when you select the Synchronize button from the FootPrints Sync client interface.
9. When you have made your choices, click the Next button.  The final window displays.
10. Click the Finish button to complete the configuration tasks.

©Copyright 1999, 2009 BMC Software, Inc. © Copyright 1996 - 2017 BladeLogic, Inc. BMC, BMC Software, and the BMC Software logo are the exclusive properties of BMC Software, Inc., are registered with the U.S. Patent and Trademark Office, and may be registered or pending registration in other countries. All other BMC trademarks, service marks, and logos may be registered or pending registration in the U.S. or in other countries. All other trademarks or registered trademarks are the property of their respective owners. FootPrints is the exclusive property of BladeLogic, Inc. and is registered with the U.S. Patent and Trademark Office, and may be registered or pending registration in other countries. All other BladeLogic trademarks, service marks, and logos may be registered or pending registration in the U.S. or in other countries. All other trademarks, service marks, and logos may be registered or pending registration in the U.S. or in other countries. All other trademarks or registered trademarks are the property of their respective owners.BladeLogic, Inc. and BMC Software, Inc. Confidential. Click here for the installation guide which includes the provisions described in the BMC License Agreement and Order related to third party products or technologies included in the BMC Product.