Clientbased Outlook Integration - Mapping Activitytype is happening where?

Hi,
In SPRO I can configure a default activity type when Outlook is synchronized with the SAP CRM (client-based integration).
My aim is to choose another activity type depending on the user who is synchronising.
Example:
Task from Mike => Z002
Task from Helen => Z004
Does anybody know a BAdI for this or some place in the coding where I could dig into? I couldn't find anything up to now.
Thanks for help!!

Thanks for the info.
I found the coding where it is mapped and just created my own function for handling it.
At least a BAdI would have been nice as the logic can be very different between different scenarios. I map it by using the user's profile.
Anyway, thanks for your help!

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Clientbased Outlook-Integration: Import Contacts/Accounts from CRM to Outlo

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I set up the clientbased Outlook-Integration von CRM 2007. Everything works fine besides the synchronization of Contacts/Accounts from CRM to Outlook.
What are the requirements for a contact to be imported to Outlook?
Can anybody help?
Thanks in advance,
Ben.

Ben,
the standard relationship for this is BUR011. we have given a customizing under SPRO where you can maintain that.
Once that is done the contacts where the logged-in employee is correctly assigned to would go to the outlook folder.
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Sorry, I just reread my post and I think that I didn't make clear that we're using the Outlook Integration Stand Alone client. I was under the impression that the purpose of the standalone client was that it didn't require the B1 fat client to be installed with it. I see a couple of official post here stating just that. I also see a couple of other posts from people in the same situation that I'm in now, same error, but I don't see any solutions in those threads...

Jabber 9.2.1 outlook integration.

Hi,
Just rolled out jabber 9.2.1 to a few users and we are noticing a few problems.
1. We are no longer able to search the outlook local address book.
On the connection status it shows connection error, address outlook, protocol MAPI, error COM0x80070002.
2. The calendar integration is not working. We have the Outlook option ticked, but nothing shows up on the calendar tab.
3. Our Helpdesk operative had a direct number and a number in a hunt group for helpdesk calls. The popup no longer works for the huntgroup calls. I have seen a few reports of this.
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****Solved****
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Hi - we have integrated the CUPS - 9.1.1 with CUCM 9.1.2 and all the End users are manually created not sync through LDAP.
But the User ID is same in both CUCM, CUPS which is in AD.
When ever user logged in to Jabber with the Domain they able to search user which is AD.
Now client want to get the status of each user in Outlook and they want to Initiate IM though outlook.
I checkd the DOC where it says CUCM need to integated thorough LDAP to get this done.
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SIP:<cupuserid>@<presencedomain> in AD for each and every user is that only config i need to peform to achieve this or Is there anything more i need to follow.
SIVANESAN R

Yes, you will need to have a SIP URI in the proxyAddress attribute. This is a Microsoft design that Jabber is integrating with, not Cisco-driven behavior. The Office suite and the SharePoint DLL query for the SIP URI and then feed this to a local API that Jabber registers to on the local PC. Office feeds the URI to that API, Jabber checks the contact list and if necessary does a temporary presence subscription to get the presense and contact information (e.g. phone numbers to call). This is fed back to Office through the API which then gets populated in the Persona Menu.
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Please remember to rate helpful responses and identify helpful or correct answers.

Upgrade from 11.1.1.3 to 11.1.1.5 - integrated maps don't work

Hi,
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The details are in the documentation: Installation and Configuration Guide
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http://john-goodwin.blogspot.com/

Outlook Integration - Case of the missing snapshots

Hey all,
Here's the issue:
SBO 2007A PL 35
The snapshots are being created on the server, and they showing on the SBO server (say
SBOHOST).
I created the snapshots for EN(GB), EN(US), and NL.
For reference, the actual database is on a dedicated SQL server (
SQL_SERVER)
All files are there, and permissions are set so that they can be written.
I went onto the terminal server (
TERMINAL) that connects through to the main server database (
SQLSERVER) and to the SAP files B1_SHR on
SBOHOST
The templates were missing in the "Define Snapshot Templates" under EN(GB), EN(US), and NL.
I checked the paths, and they are fine so there are no permission issues.
I then installed, from TERMINAL, the Czech snapshots. They work. I can see them under the "Define Snapshot Templates" on TERMINAL
...but not on SBOHOST where I can see the others...
They are sitting right beside each other in the
SBOHOST\B1_SHR\Addon\Microsoft Outlook Integration\Templates\[DATABASE]\Default
I can see CS (Czech), NL (Dutch), EN (Enlish) folders.
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Any help with this would be good, as so far all the notes on this tell me to re-create the snapshots, which hasn't helped so far.

I too am having an issue with creating the default snapshots in B1 2007A PL35 (and BTW PL37)....
I can successfully create the snapshot on the first B1 client on my network, for every machine thereafter I get the following error when creating templates for English (US).... This message is a pain, when you have many machines and users ask why the create snapshot templates window appears each time they log on.
This is the Error Message:
Failed to create template 'Executive customer (by Business Partner)'
My observations regarding the solution are identical but one of the proposed solutions won't work, at least not as is...
As you said It looks like it cannot create the entries in the @BOOSTP because of the unique constraint on Index [@BOOSTPBOOSTPI1] which does not include the new field.
[U_Host] ASC cannot be added to the index because it is of type nvarchar(max), see error below:
*Column 'U_Host' in table 'dbo.@BOOSTP' is of a type that is invalid for use as a key column in an index.*
The only way to make this work is to change U_HOST it to a nvarchar(100) and then you would be allowed to add the U_Host to the index. SAP probably needs to make this decidion, I doubt they would support this work around, so temporarily disabling the index appears to be is the way to go....
Why isn't SAP testing well before release? This seems like something that should have been caught.
Thanks,
Jason Walters

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Hi Guys,
I wonder if you could help me with a problem I am having regarding Outlook Integration (OI) templates.
We have recently upgraded a customer from 2005 to 8.81 and this has updated OI. However now whenever a user logs in to Business One they receive a pop up box asking them to create defaul templates.
They select a language and then try to create them. This then comes up asking if they wish to overwrite the existing templates. When selecting yes it gives an error saying they cannot do this. And then goes back to the create templates screen.
This can keep going around in circles until a user clicks cancel. However this pop up box loads up everytime they log into the system.
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Hi Liam,
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system. It can be a reason the User cannot access the server templates folder of write to the path C:\...
or,
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Regards,
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hello all,
We have a problem when upgrade from B1 8.8 PL10 to PL14, the snapshot template missing. We had no problems to generate snapshots in B1 8.8 PL10.
All the snapshot templates has been installed on <Servername>\B1_SHR\AddOn\Microsoft Outlook Integration\Templates\Default
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Hi Jorg,
I quote a solution for similar case but the solution is based on client PC :
OI: Failed to create snapshot template in client machine
Symptom
You start up Outlook integration Addon in client machine. When you want to create a snapshot template, you get an error that can not create it.
Other terms
SAP Business One, Add-on, Outlook integration, OI, snapshot template, Index, Host, U_Host, BOOSTP , failed to create
Reason and Prerequisites
The index on user defined table [@BOOSTP] is not right. It does not include column U_Host.
Solution
You can run below script to fix it,
IF EXISTS (SELECT 1 FROM CUFD
WHERE AliasID = 'Host'
and TableID = '@BOOSTP')
BEGIN
IF EXISTS (SELECT name FROM sys.indexes
WHERE name = N'@BOOSTPBOOSTPI1')
DROP INDEX [@BOOSTP].[@BOOSTPBOOSTPI1]
IF EXISTS (SELECT name FROM sys.indexes
WHERE name = N'BOOSTPI1')
DROP INDEX [@BOOSTP].[BOOSTPI1]
ALTER TABLE [@BOOSTP] ALTER Column U_Host nvarchar(200)
CREATE INDEX BOOSTPI1
ON [@BOOSTP](U_TplName, U_Language, U_CatID, U_Host)
IF NOT EXISTS (SELECT 1 FROM UKD1
WHERE tableName = N'@BOOSTP' and SubKeyId = 3)
Insert into UKD1 values('@BOOSTP',0,3,'Host')
END
ELSE
Print 'There is no U_Host column in @BOOSTP table!'
if the above solution can't solve it, log a message to SAP support.
JimM

Outlook Integration Contact Sync

I'm having problems with the Outlook Integration for SBO not syncing all of our contacts. I have tried deleting everyone and starting over from scratch but it gives me the error failed to link contacts. Any suggestions would be helpful. In the past I would have to run it serveral times but it would finally pick up everone.
I now get the error that internet explorer has stopped working.
Versions
SBO 2007 A (8.00.178) SP: 00 PL: 42
OI 8.00.00.42
Thanks,
Rebecca

Sorry, I've been on another project. I deleted the contacts from Outlook and started over. I know you can only sink 400 contacts through OI at a single time, but we have instances where it won't sink one at a time and we can not find a reason for it. SAP has stated the only limit is the 400 contacts per sync. Is there a field that could be causing the issue?
Thanks,
Rebecca

Outlook Integration Documentation Needed

Hello,
We have outlook integration installed, but it does not work, nor do we know what it's supposed to do. We would be grateful for any documentation of any kind concerning outlook integration(configuration, capabilities, etc.). How/where can we find this?
Thanks.
We are running SAP Business One 2007 A PL 44

Hi Greg,
Take a look at this link ..it shows you how it works
https://www.sdn.sap.com/irj/scn/businessone-elearning
look for outlook integration
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Outlook Integration: unable to create snapshot templates.

Dear all,
I followed all the steps mentioned in note 861055
"You can easily repeat the step of template creation after running the server installation:
   1. Start the Addon Outlook Integration from Business one.
   2. Choose/Administration/Outlook Integration/Define Snapshot Templates
   3. Select "Create Default Templates" from the "Goto" menu. This will repeat the procedure that could not be started because of the missing layout files."
But when I choose "Create Default Templates" nothing happens...
I'm using SBO 2005A SP01 PL31 and Outlook Integration PL60.
Also, what's the difference between the OIStandAlone and the OutlookIntegration files?
Best Regards,
Vítor
Message was edited by:
        Vitor Vieira

Hello,
This issue is really interesting, I really desperate to install it. I read the note and find out that server installation must be run before initialisation of addon in the client workstation. Initialisation means addon registration. I just think the template will be created in the client workstation if the server installation has run. Both must be run. But here the explanation I've got from pdf file :
Template Layout Files for Microsoft Outlook Integration Snapshots
The SAP Business One Add-On Server Installer copies the template layout files for snapshots in the following subfolder in <B1DIR>: B1_SHR\AddOn\Microsoft Outlook Integration\Templates\Default. However, if the SAP Business One 2005 SP01 application is not a new installation but an upgrade, the name of the subfolder is the same as for SAP Business One 2004.
In the Default folder, there are language-specific folders for all templates. After you complete the registration of the Microsoft Outlook add-on on your server and begin the initialization in a company database from a client, the add-on creates default templates for the current language of the company to which you are logged on. These default layout files are also stored in <B1DIR> in the following subfolder: B1_SHR\AddOn\Microsoft Outlook Integration\Templates\<name of company database>\Default. When you later use the add-on to create additional default templates (by using the Create Default Templates function of the add-on), your default templates are also stored in: B1_SHR\AddOn\Microsoft Outlook Integration\Templates\<name of company database>\Default.
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If you have tried, let me know the result.
Rgds,

Outlook integration-Layout files not found

Hi Experts,
I have installed Addon-outlook intgration successfuly and when i start B1 Create default templates popup comes and gives error like
BO2034: Layout files not found in folder 'C:\Program Files\SAP\SAP Business One Server\B1_SHR\AddOn\Microsoft Outlook Integration\Templates' i also check path but still gives above error.
regards
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Kind Regards,
Owen

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Outlook Integration Configuration in a Multiple Server Environment

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Clientbased Outlook Integration - Mapping Activitytype is happening where?

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