CompanionLink Support Center

How to create Personal and Shared Calendars using Outlook and CompanionLink

Overview

DejaCloud and CompanionLink can allow employees to share data, keep their personal data private, and also synchronize both the shared and personal data to their phones and tablets.

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Requirements

  • CompanionLink Professional installed on each user's PC
  • One DejaCloud account to sync shared data
  • One DejaCloud account per user to sync personal data
  • DejaOffice installed on each user's handheld device

You can create a DejaCloud account by clicking here

If you would like for us to set up your configuration we offer a paid service called RunStart.

Setup Guide

Setting up the Shared Contacts and Calendar

  1. Create an Outlook Category on each user's PC to hold the shared Contacts (Every user must use the same category name, i.e. Shared Business Contacts)
  2. Create an Outlook Category for each user who will be sharing a Calendar (Again, every user must use the same category name)
  3. Install CompanionLink Professional on each user's PC
  4. Create the DejaCloud account that will be shared between all user's
  5. Set CompanionLink on each PC to sync with the shared DejaCloud account
  6. In CompanionLink, use the Category Filter tab in advanced settings to set only the Shared Contacts and Calendar Categories to sync
  7. Run the sync on each user's PC
  8. Verify that all shared data has transferred

Setting up sync for personal and shared Contacts and Calendar

  1. Create a personal DejaCloud account for each individual user
  2. In CompanionLink on each user's PC create a second Profile
  3. Set up the second profile to sync Outlook Contacts and Calendar with the personal DejaCloud account
  4. Use the Category Filter tab to sync All Categories
  5. Run the sync on each users PC for the second Profile

Syncing to your mobile device

  1. Install DejaOffice on the handheld from its app store
  2. Configure DejaOffice to sync with each individuals personal DejaCloud account
  3. Sync by tapping sync on the DejaOffice home screen
  4. Verify that all shared and private data has transferred