Use Exchange Calendar Sync Settings in 4 topics: open the settings page, enter connection details, test the Exchange connection, and save automatic sync settings; 4 items are available without membership and 0 are membership-related.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Open Exchange Calendar Sync Settings | Free |
| 2 | 2. Enter Exchange server connection details | Free |
| 3 | 3. Test the Exchange connection | Free |
| 4 | 4. Set the sync frequency and save | Free |
How-to Guide
1. Open Exchange Calendar Sync Settings
Entry path: Admin Console → WPS Calendar → Exchange Calendar Sync Settings → Settings
- Open the WPS 365 client.
- On the client home page, click Admin Console in the lower-left area.
- In the left panel, click WPS Calendar to expand the list.
- Find Exchange Calendar Sync Settings.
- Click Settings to open the configuration page.
Success Criteria
- Interface result: The Exchange Calendar Sync Settings page opens.
- Next step available: You can continue to enter server details and sync parameters.
Tips While Using
- Your account needs organization admin access to enter the admin console.
- If the menu is not visible, confirm that the current account belongs to a manageable organization.
2. Enter Exchange server connection details
Entry path: Exchange Calendar Sync Settings page
- Add an administrator account on the settings page.
- Enter the Exchange server address.
- Enter the administrator account with calendar read permissions.
- Enter the corresponding administrator password.
- Select the calendars or mailboxes to include in the sync scope.
Success Criteria
- Interface result: The server address, account, password, and sync scope are all filled in.
- Next step available: You can run a connection test.
Tips While Using
- A dedicated sync account is easier to maintain over time.
- The server address and account details should match your enterprise Exchange environment.
3. Test the Exchange connection
Entry path: Exchange Calendar Sync Settings page → Test Connection
- After entering the server connection details, click Test Connection.
- Wait for the system to return the test result.
- If the test fails, check the server address, account, password, or network connection, and then test again.
Success Criteria
- Interface result: The page shows that the connection check passed.
- Next step available: You can continue to set the sync frequency and save.
Tips While Using
- It is helpful to complete the connection test before saving the configuration for the first time.
- If your enterprise network restricts access, confirm connectivity between the client and the Exchange server first.
4. Set the sync frequency and save
Entry path: Exchange Calendar Sync Settings page → Sync Frequency / Save
- Choose an appropriate sync cycle, such as hourly or daily.
- Confirm that the sync scope and connection details are correct.
- Click Save.
- After saving, wait for the system to run automatic syncing based on the selected schedule.
Success Criteria
- Interface result: The settings are saved and automatic syncing is enabled.
- Next step available: You can review synced calendar data in WPS 365 Calendar.
Tips While Using
- The first full sync may take longer.
- After saving, review a few sample events to confirm the sync result is accurate.