Syncing sharepoint 2010 with outlook

Posted by uruit on ASP.net Weblogs See other posts from ASP.net Weblogs or by uruit
Published on Tue, 13 Nov 2012 18:56:00 GMT Indexed on 2012/11/15 5:00 UTC
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SharePoint offers the possibility to connect to content in a Document Library directly from Outlook, edit the documents offline and then sync when connection is restored. This is very useful if we are working at home and we want to access a shared document (ex. VPN connection settings) or continue working directly on a file.

Steps to configure the connection:

1. Browse online to SharePoint Document library you want to connect and click on "Connect to Outlook":

outlookSP1

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2. Click Allow to confirm:

outlookSP2

3. In Outlook you will see the documents as outlook email items with the ability to preview them. When a document is updated, Outlook will notify you that you have items unread. If you want to edit a file, the corresponding office tool (Word, Excel, PowerPoint) will ask if you want to update the server after saving a change, it is really straightforward.

outlookSP3

(click to enlarge)

4. Finally, I recommend to add the IP address of your SharePoint server in the secure sites in order to prevent Outlook to ask for your windows credentials every time you open Outlook:

outlookSP4

(click to enlarge)

Outlook is a great tool, letting you work in a really integrated way, don't miss this amazing feature.

This feature is also available in SharePoint Online :)

 

Post by: Marcelo Martinez

UruIT (www.uruit.com/sharepoint_outsourcing.html)

Leaders in Nearshore Outsourcing from South America

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