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Tech Tip

Enabling Microsoft Outlook Integration for LMS Mail
April 2004

OVERVIEW

When this new LMS 6.0 feature is used, the e-mail that people receive contains an iCalendar definition file as an attachment. Double-clicking the attachment opens an Outlook Appointment window with the appropriate subject, description, dates, times, and so forth already filled in. The recipient can then add the appointment to their Outlook Calendar by accepting the appointment. If they do not want to add the appointment, they just close the window without accepting the appointment. The same is true for updating or removing the appointment. The following rules govern the use of the Outlook Integration functionality:

  • This functionality only supports single-session classes because Microsoft Outlook does not support having multiple appointments in the same iCalendar definition file.
  • Classes must have a start date (XSTARTDATE), start time (XSTARTTIME), end date (XENDDATE), and end time (XENDTIME) specified for this functionality to be used. If any of these fields are empty for a class, the iCalendar definition will not be attached to the e-mail messages that are generated for the associated class record.
  • This functionality does not apply to imported registration records, as the records are being imported. In other words, during the import, students do not receive e-mails confirming their status in a class. However, if a student later changes their status in a class after the registration record was imported, then they do receive an e-mail confirming their registration status.
STEPS

SYSTEM MANAGER

  1. Go to Fields and select the Class tab.
  2. Locate the Outlook Integration field (XOUTLOOK) and unhide it.
SYSTEM CENTER
  1. Go to the Miscellaneous tab under Mail - Settings.
  2. Set the Enable Outlook Integration setting to "Yes" to enable Outlook Integration functionality system-wide.
  3. Define the Outlook Integration Description setting to specify which class Info section will be used as the "description" for the appointment.
  4. Go to each Standard type e-mail template that you want to use this functionality with and activate the Outlook Integration checkbox in the ID Data tab of the e-mail template. This checkbox is only accessible when using the "Standard" e-mail template type.
ADMINISTRATION CENTER
  1. Set the Outlook Integration (XOUTLOOK) class field to 'Yes' for each class that you wish to use this feature.

    >> Helpful Hint: You can use the Global Change feature in System Manager to update the Outlook Integration field of several class records all at one time.

  2. Make sure that any of the class records used with this feature have a start date (XSTARTDATE), start time (XSTARTTIME), end date (XENDDATE), and end time (XENDTIME) specified.
For more information about Microsoft Outlook Integration feature refer to the "E-mail Triggers/Template Types" chapter in your Pathlore System Management manual for LMS 6.0.

More Tips and Solutions Await You. We invite you to visit the Pathlore Knowledge Base and the Online Support Site featuring convenient 24x7 access at support.pathlore.com.

 


 

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