Create new Profile / synchronization Wizard

Click on the underlined links to find out more.

Important Note: apply for Sync2 version 1.9 and older only.

image1.gif Sync2 Flash demo-tutorial

arrow_red.gif Create Google Calendar Sync profile

arrow_red.gif Create Google Contacts Sync profile

 

The First synchronization steps:

  1. Prepare a shared data folder and remember the folder location path. After you install Sync2 to your PC for the first time, the creation of synchronization profile will begin. Make sure that your shared data folder is prepared. You can learn about some different types of shared folders solutions and their "good and bad" and "how to" by clicking here.

  2. Create a new synchronization profile. If this is the first PC that you want to synchronize, proceed with Profile wizard (Step 1). Learn more by clicking here. If this is not your first PC, learn more by clicking here.

  3. Synchronize this PC. The synchronization will start automatically after you finish the Wizard and the main Sync2 window will open. Depending on the amount of your synchronized folders data and speed of connection to the shared folder location, it may take from minutes to hours. The next synchronization process will only synchronize changes you have made in Outlook, which may only take from seconds to a few minutes.

 

Create a new Synchronization Profile for the first time on the first PC of your group

The creation of a new profile starts automatically after you install Sync2. In case you wish to create an additional Profile, you can start a new Profile Wizard from the main sync2 window or from the Right-Click menu of the Sync2 tray icon.

Profile Synchronization Setup Wizard steps:

  1. Select a type of data location and specify the shared folder address you have prepared. Choose one of these three standard types of data location:

 

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  1. Specify the shared folder address/location or FTP server configuration parameters/Google Calendar Account login and profile name:

    Note: Edit your profile name to be able to easily recognize the profile designation in future and your communicating devices (PCs), i.e.: USB Profile Home PC - Work PC, FTP profile - International, Network Profile - Coworkers.
    1.  profile name.

    1. provide your FTP Server name and login information; click "Test Connection". Allow this connection by your firewall or any antivirus products if the " Connection error" window pops-up and click "Test Connection" again.

    2. Click "Next >"

    3. Select or create a folder where you want your new synchronized profile data to be located and choose/edit the

 

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  1. Set the Synchronization type and scheduling. The two types of synchronization are as follows:

 

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  1. Choose from the first two offered configuration types and click the "Next >" button: (this step is not available for the Google Calendar Sync profile)

 

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  1. If you have chosen the Standard Synchronization Settings of Profile Wizard, you will receive the " Finish Message", and after you click Finish your synchronization process will begin.
    Otherwise (Advanced type of Settings), the "Select Outlook folders to synchronize and set Filters" window will open. Select folders that you are planning to synchronize, adjust their filters by clicking Edit filter on each selected folder. You can add an additional folder later from the Profile settings.
    Note
    : Access the non-default personal or Exchange Public folders by checking the "Show All Storage Folders" box. Synchronize the "Read/Unread status" for a selected folder by checking the box in "Folder synchronization Settings".

 

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6. Click "Finish" to perform the synchronization process for the created Profile.
Congratulations! All synchronization settings are configured.  You are now able to start adding new PCs to existing Profiles or create a new profile for your family, friends, and coworkers.

Wizard_congrad.gif

 

 

Adding another PC to an existing synchronization data Profile of your group (for Google Calendar Sync profile click here, for Google Contacts click here)

 

After you perform synchronization with your first PC, you will have the following data that is required to set up synchronization on your second or your friend's PC:

This information will always be available to you from the Profile settings, which can be accessed from the main Sync2 window. Click here for the screenshot. Send this information and the steps that follow to your friends and coworkers, and remember the profile settings for your new PC synchronization.

Important Note: If you are using a Removable drive as your synchronized data location, the actual "Drive Letter or path ..." may be different on other PCs

 

Adding another PCs to an existing synchronization Profile (group). Follow these steps:

  1. Choose the type of the shared folder location. When you are adding a new PC to an existing profile, you will need to import the existing Profile from the existing data location. The import of a new profile starts automatically after you install Sync2. In case you already have other Profiles, you can start importing a new Profile Wizard from the main sync2 window or from the Right-Click menu of the Sync2 tray icon.
    In the first step of synchronization profile setup wizard choose the shared folder location from the three available options and click the "Next >" button

Note: If you use a Removable drive as a type of data location, connect your removable drive to your PC. Prepare your profile settings information. If you use a network or FTP shared folder location, make sure that you are connected to your LAN or/and Internet and that you can access the shared folder from the windows explorer.

 

Synchronization wizard step 1: Select shared folder

 

  1. Specify the shared folder address/location or FTP server configuration parameters / Google Calendar Account login

Important Note: For detailed information about how to create a new Google Contacts Sync Profile on new PC click here.

 

  1. Sync2 will analyze the chosen location/address for existing synchronization data. Click here for the screenshot. (this step is not available for the Google Calendar Sync profile and for 4Team FTP Sharing service option)

 

  1. Select the synchronization data profile from the available profile list. Click here for the screenshot. (this step is not available for the Google Calendar Sync profile and 4Team FTP Sharing service option)

Note: If no profile is available, click "Back" and correct the (find) folder location where your shared folder with the profile data is available. Possible folder names in your shared folder are: FTP Profile #, Network profile #, USB profile #. If you are still not able to find the shared folder: go to the previous synchronized PC, open Sync2, this information will be available to you from the Profile settings, which can be accessed from the main Sync2 window. Click here for the screenshot.

Note2: If you are using a Removable drive as your synchronized data location, the actual "Drive Letter or path ..." may be different on other PCs.

 

  1. Set the Synchronization type and scheduling. The two types of synchronization are as follows:

 

Profile_Wizard3.gif

 

  1. Click "Finish" to start synchronization of the loaded profile. The Main Sync2 dialog will open. You can close this dialog and resume your other work, while Sync2 synchronizes your data in the background. If folders that you synchronize on this PC are empty or totally identical, your synchronization process will finish almost immediately. If the data of the synchronized folders is different, the difference on this PC will be copied to the first PC during the next synchronization process. In case of duplicates, a special duplicate management dialog will appear. To learn more about how to deal with them, click here.

Wizard_congrad2.gif

 

Congratulations! Your first synchronization cycle is done.  You are now able to start adding more new PCs to existing Profiles or create a new profile for your family, friends, and coworkers. If you experience any discomfort and would like to share your ideas about how to improve our product, we are here to help you.

 

arrow_red.gif Create Shared Data Folders

arrow_red.gif Create new Profile / Wizard

arrow_red.gif Create Google Calendar Sync profile

arrow_red.gif Create Google Contacts Sync profile