Outlook Integration Documents

Hi Experts,
Can anyone one of you send me the documents related to outlook integration. Needed ASAP.

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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.
Im also looking at getting video working. We didnt have this setup before, but I thought I would try it. i have the MSI installed and a working webcam attached, but the desktop video connection status shows unavailable, reason unknown.
Other than that its gone well
Steve.

****Solved****
I have found that the problem with Outlook integration occured when the new client was upgraded from 9.1
If I uninstall the old client first and then delete the 'c:\documents and settings\userid\application data\Ciso' folder, the new install works OK.
Steve.

Attachement with Microsoft Outlook integration Add-On

I am facing a porblem with Outlook Integration add-on. Attachement of the document is not getting attached. The essage is getting delivered but the attachement is not going.
Patch Level 25.
Can any one help me out .......
Thanx in advance.

Hello CG,
Is the attachments path correct ? and the necessary rights are given ?
Please try to do this
1)Open a document.
2)Make a Print Preview of the document. Then export this preview
file as JPG image. ( File->Export To->File->Image ) A JPG file.
3)Send email for this document and manually attach the JPG file created
in step 2.
4)Try to resend the document.
Can you also check the event viewer/application log to see if there
are any errors.
SAP Note 693306 :Error analysis for e-mails and fax sent via Service Manager
Hope this is helpful,
regards,
Willy
SAP Business One Forum Team

Outlook Integration Error when saving Email As Activity

B1 8.8 PL11
When clicking the Save E-Mail as Activity, we get the following error.
"Could not create activity in SAP Business One because: 'To generate this document, first define the numbering series in the Administration module'"
This was working, but this just started happening about a week ago.
Any idea what could be causing this?

The numbering series is defined and has been working correctly in a production system for a while now. We had to restart the computer and then we didn't have the error. This error has shown up a few times, everytime we restart the computer we are able to add the activity.
I don't see a numbering series for Activities.
This error is occuring when we add an email as an activity from the Outlook Integration.
Edited by: Jeff Campbell on Mar 2, 2012 7:29 AM

Outlook Integration - email as Activity of Sales Opportunity

Hello all,
Is there an option to attach an email from Outlook to Sales Opportunity as Activity? Outlook Integration offers a lot of document type, business partners, items, etc., but not Sales Oportunity.
I really need it for our customer so any ideas how to make it are welcome.
Regards, Roman

I haven't found any solution for adding an activity to a sales opportunity with the DIAPI except direct update of the DB. It's not even possible to add a "Follow Up" activity to activity linked to a sales opportunity, DIAPI loose link to sales opportunity.
According to [1075696|Link activity to an opportunity level DIAPI; and [966860|Adding Activity to Sales Opportunity stage; it is still not possible to do that in DIAPI
Interesting that in the DTW we can do that...

Outlook integration backend server based outlook integration

Hello ,
we are usering CRM 7.0 with backend server based outlook integration. We are using the 'Customer and Contact ' subscription.
The business partner is not assigned to the zip code subscribed , but when the user is main person responsible on an activity the activity is distributed. WHY ? What table is used ? Why only the main person responsible and not all person responsible ?
Has anyone a more detailed debugging docu for this area ?
thanks
Juergen Ritz

Kiran,
The answer to your question, is you need to follow the groupware integration guides for CRM 40 as the instructions are the same. The only thing that changes is the mapbox is now an ABAP program, so you can ignore the mapbox configuration steps in those documents(but still excute the customizing downloads).
Look at OSS Note 1156271 for more details. I just finished up doing groupware integration with Notes, but the general steps are the same, minus the notes/exchange specific steps which are detailed in the standard documentation.
Take care,
Stephen

Outlook Integration - Save email as OPEN activity

Our client would like to request that, in Outlook Integration, emails be saved as OPEN activities, rather than automatically closing them. Since the activity is closed, the customer has no way to make further changes to the activity; the only way to do so is to create a followup. However, a followup is a separate activity, which makes searching through them more difficult.
Here's the scenario the customer would like to be able to perform. An email is saved as an OPEN activity. Since it's still open, the customer can use the BROWSE button to add additional documents and files that are relevant to the original email. When the customer feels that all relevant documentation has been added, the activity can be manually closed.
The customer feels this would give them the ability to achieve their goals, while making information searches easier.
Thanks,
Dave

Hi David,
I understand your request; it was something that was discussed with a client. How I presented it to them is that it is ideal that it's closed (locked) as that way they know they have a copy of the original correspondence and it has not been edited (purposefully or accidentally).
The process that was implemented is an Activity is created that is like the main Activity for tracking purposes and in the Content tab, include in the notes the activity # of any related saved emails. Not ideal but a lot of the saved emails have financial implications so it was an easy workaround for them to accept.
Heather

Microsoft outlook Integration with portal

Hi,
I have faced a problem when i try to implement N51 : Microsoft OutLook Integration in Best practices for Portal.
I am bit confused about the following points given in the document. can i know how to follow these steps:
1.Switch to Windows Explorer of the SAP NetWeaver Portal system.
2.Locate a server that is on the same trusted domain as the Microsoft Exchange Server with Internet Information Server (IIS) installed.
3.Copy the MSX-A Component files that came with the Exchange Transport and copy the files to the IIS server (that is C:\SAPExchangeTransport). The MSX-A components are found at <drive>:
usr\sap\<SID>\<Instance>\j2ee\cluster\server0\apps\sap.com\irj\servlet_jsp\irj\root\portalapps\com.sap.NetWeaver.coll.appl.gw\WEB-INF\external\exchange
(for example C:\usr\sap\J2E\JC00\j2ee\cluster\server0\apps\sap.com\irj\servlet_jsp\irj\root\portalapps\com.sap.NetWeaver.coll.appl.gw\WEB-INF\external\exchange).
4.Double click SAPPXchTest.exe
This launches SAP EP Test Exchange Transport Setup
5.Choose Tools -> DLL -> Register
Configure IIS
6.Open the Internet Service Manager.
Without Single Sign-On
To create and configure an IIS Web Site without single sign-on, proceed as follows:
1.Create a new Web site with the name SAPExchange and make a note of the port on which this site is running.
2.Set the permissions to execute.
3.Select the directory you just created as the home directory, for example, c:\SAPExchangeTransport
4.Open the properties dialog box for the new Web site, and choose the Directory security tab.
5.Deselect all Authentication modes.
6.Select Basic Authentication.
7.Confirm with OK.
With Single Sign-On
To create and configure an IIS Web site with single sign-on, proceed as follows:
1.Select the Web site where the SSO2KerbMap ISAPI module is installed and configured.
2.Create a new virtual directory with the name SAPExchange beneath this Web site
3.Set the permissions to Execute.
4.Select the directory you just created as the home directory, for example, c:\SAPExchangeTransport.
5.Open the properties dialog box for the new Web site, and choose the Directory security tab.
6.Deselect all Authentication modes.
7.Select Integrated Windows Authentication.
8.Confirm with OK.
Next, i am having these problem also :
when i try to configure calendar repository(choose System Administration -> System Configuration
-> Knowledge Management -> Content Management -> Repository Managers -> Calendar Repository. ), then i am getting the following error.
" st="b" class="urMsgBarErrBtm" id="MessageBar43b8feb2" ct="MB"> Inside the area "/cm/utilities/acl_factories", unable to find the configuration object "acl_jdbc_rep" referenced by the property "securitymgr.aclcfg" of the configuration object ".../Calendar Repository/ExchangeCalendarRepository".
Thanks in Advance
Regards,
Raju

Hi,
I have faced a problem when i try to implement N51 : Microsoft OutLook Integration in Best practices for Portal.
I am bit confused about the following points given in the document. can i know how to follow these steps:
1.Switch to Windows Explorer of the SAP NetWeaver Portal system.
2.Locate a server that is on the same trusted domain as the Microsoft Exchange Server with Internet Information Server (IIS) installed.
3.Copy the MSX-A Component files that came with the Exchange Transport and copy the files to the IIS server (that is C:\SAPExchangeTransport). The MSX-A components are found at <drive>:
usr\sap\<SID>\<Instance>\j2ee\cluster\server0\apps\sap.com\irj\servlet_jsp\irj\root\portalapps\com.sap.NetWeaver.coll.appl.gw\WEB-INF\external\exchange
(for example C:\usr\sap\J2E\JC00\j2ee\cluster\server0\apps\sap.com\irj\servlet_jsp\irj\root\portalapps\com.sap.NetWeaver.coll.appl.gw\WEB-INF\external\exchange).
4.Double click SAPPXchTest.exe
This launches SAP EP Test Exchange Transport Setup
5.Choose Tools -> DLL -> Register
Configure IIS
6.Open the Internet Service Manager.
Without Single Sign-On
To create and configure an IIS Web Site without single sign-on, proceed as follows:
1.Create a new Web site with the name SAPExchange and make a note of the port on which this site is running.
2.Set the permissions to execute.
3.Select the directory you just created as the home directory, for example, c:\SAPExchangeTransport
4.Open the properties dialog box for the new Web site, and choose the Directory security tab.
5.Deselect all Authentication modes.
6.Select Basic Authentication.
7.Confirm with OK.
With Single Sign-On
To create and configure an IIS Web site with single sign-on, proceed as follows:
1.Select the Web site where the SSO2KerbMap ISAPI module is installed and configured.
2.Create a new virtual directory with the name SAPExchange beneath this Web site
3.Set the permissions to Execute.
4.Select the directory you just created as the home directory, for example, c:\SAPExchangeTransport.
5.Open the properties dialog box for the new Web site, and choose the Directory security tab.
6.Deselect all Authentication modes.
7.Select Integrated Windows Authentication.
8.Confirm with OK.
Next, i am having these problem also :
when i try to configure calendar repository(choose System Administration -> System Configuration
-> Knowledge Management -> Content Management -> Repository Managers -> Calendar Repository. ), then i am getting the following error.
" st="b" class="urMsgBarErrBtm" id="MessageBar43b8feb2" ct="MB"> Inside the area "/cm/utilities/acl_factories", unable to find the configuration object "acl_jdbc_rep" referenced by the property "securitymgr.aclcfg" of the configuration object ".../Calendar Repository/ExchangeCalendarRepository".
Thanks in Advance
Regards,
Raju

Authorisation via outlook integration

Dear Sir
we have configured the outlook Integration in B One 2005B PL 42. If we sent internal mail which has been sent. But If we sent authorization for marketting documents it has not been received what is the reason. what should i do?
regards

Hi Raj
I have setup Outlook Integration. If I send approval for one sales order suppose manager not in office What is happening? Can Manager receive approval from mail?
regards

Cannot send alert from SAP by Outlook integration

Dear All,
We are on SAP8.8. When we create an Alert for a user query, we want to send the report by e mail as well.
We can receive the report by message in SAP. We have no error message in SAP to say send out failed.
But we didn't receive anything from SAP for the report.
I tried to sent out email from SAP. I click the icon then sent out e mail. It can send out for me. So the outlook integration add-on should be fine. Is there anywhere we should check to see if the e mail has been sent out?
Thanks in advance.
Regards,
Yuka

hi,
In Meassges/Alert overview,under sent messages tab,you can see messages which is sent from your system or if you are not able to send email,Goto administration->addons->Outlook integration->Default settings...you check the check box thats it.

Error while installation of Outlook Integration Add On

Hi Experts,
Problem encountered upon installation of outlook add-on
The message box shows "The Procedure point ??OCBFDbDef@@QAE@....... could not be located in dynamic link library BFFramework.dll".
I'm watching this thread . I cannot open the link for the proposed solution to my problem.
[Error while installation of Outlook Integration Add On]
Please provide updated link
Regards,
Sandra
Edited by: Sandra Callanta on Sep 15, 2009 10:55 AM
Edited by: Sandra Callanta on Sep 15, 2009 10:56 AM

Hi Sandra,
You may check SAP Note Number: 953357 instead. The title for the note is: Troubleshooting Add-ons in Business One.
Thanks,
Gordon

AddOn Outlook Integration do not run

Hi,
I'm use SAP BusibessOne 2005 A SP01 PL 18, and i have installed the Outlook Integration add-On SP01 PL60 on my Windows XP Pro SP2 computer.
The installer run correctly and i have the menu of Outlook Integration in SAP BusinessOne.
But, when i try to connect with the menu SAP BusinessOne>Connexion in Microsoft Outlook 2003, a SAP BusinessOne message box display : the integration of Microsoft Outlook did not start because the users tables are not up to date....
Have you an idea ?
Thanks

Hi,
thanks !
I started again the installation of the software :
First, I install the Server Installer from SBO2005A-SP01-PL11 on my server: OK
Second, i register and install the Outlook Integration add-on SBO2005A-SP01-PL60 on my Client PC : OK
So, the add-on OI run correctly : i have edit the company settings and define snapshot templates in OI setting.
But, when i try to connect vis Microsoft Outlook 2003, i hahe always the message : The outlook integration do not start because the users tables are not updated.
Regards
Francis

MS Outlook Integration with SAP

Hi,
I have few questions on outlook integration ( CRM 4.0) which is as follows.
1) Can we integrate Email by implementing Outlook integration in CRM 4.0? I heard that we can only integrate activities and tasks with SAP and MS outlook
2) When we create contact information in the account screen in CRM PCUI under relationship tab, the attributes like email id, mobile number, fax number, designation and department gets stores in relationship pop up in CRM GUI. Can I transfer these data (maintained in relationship pop-up in GUI) to MS outlook? I heard it has to be maintained in contact master data and not in relationship pop-up.
3) When a Contact Person is exchanged from CRM to Groupware having the relationship Is Contact Person For to an Organization in CRM, the name of the Company is displayed in Outlook Contact data. Also there is an option to display the address of the organization in the contact persons communication fields. If the name of the Organization is changed or address data or communication fields are changed at a later point in time in CRM the updated name or address of the Company is not reflected in groupware contact for this Contact person. Is this True?
4) If a Meeting request is created in Groupware with a Contact Person as invitee, his organization is NOT determined and added to the Business Activity.
E.g. it is NOT possible to determine the account of the contact person and add this account as the Activity Partner in the Business Activity. Is this True?
Points will be rewarded****************

Hi
1) Unread eMails are shown in the inbox. In standard nothing more, but you can read the inbox entries and from there on build your own functionality to create an activity from there (pretty difficult). Other than that, only activities and tasks are integrated.
2) It can be done. A customer of mine did it together with SAP, but they both together spend some 100 days into this solution - obviously not a standard solution.
3) Yes, it is not updated as the shown adress is only inherited and does not belong to the CP. The CP is only updated if its own CRM data is changed.
4) This is not a standard functionality of the groupware integration. However you could customize a reverse partner determination from contact person to its BP and put that into the business partner. I would try and trigger it OnSave, otherwise you need to go into the BAPI_Order_Save and program it yourself.
Hope this helps,
Kai

Oracle CRM On Demand Outlook Integration - Add-in shows inactive

I have followed the steps given in the Oracle CRM On Demand->MySetup.
After installing the OEI, the dll file is registered.
In MS outlook->Tools->Trust Center->Add-ins. The Siebel Outlook Integration Add-ins is shown in the "Inactive Application Add-ins".
How can this be enabled/Active so that Oracle CRM On Demand application is integrated with Microsoft Outlook?
kindly advice.

Finally found a solution for this problem:
In MS Outlook 2007, navigate to Tools->Trust Center->Macro Security-> Select option "Warnings for all macros".
Restart MS Outlook and the Oracle CRM email Integration buttons will appear..
Hope this helps..

Integrated Document Management System

Hi,
We are considering Oracle IFS as part of an Integrated Document
Management system with the following functionality:
1. Document/Image Capture
2. Document Storage & Retrieval
3. Processflow/Workflow
IFS meets the requirement for the point 2 above. However, we are
looking for a Image Capture/Processing solution that will
provide scanning and OCR/ICR functionality. Are you aware of any
such solution that can easily be integrated with IFS, so that
scanned documents/images can be directly stored in IFS document
repository.
Thanx & Regards,

Hi,
We are a Kofax Partner and have used Kofax Ascent Software to
integrate with iFS. Essentially what we have done is the
following;
- We do not use the WebUI interface and have created our own
user interface with additional functionality for users.
- As part of the process we needed to scan documents into our
implementation of iFS and also provide the ability to associate
Meta Data with each image captured.
- In our opinion Kofax Ascent software is about the best on the
market for document/image capture and therefore we use this to
place the scanned images into a folder in iFS using the SMB
protocol.
- To read the images into iFS we have two method, a manual and
automatic interface.
- To manually pull the documents into iFS we created page which
requests certain information from the user and then reads the
scanned images and places them into the relevant folder in iFS
programmatically with the associated meta data. This is a Java
Bean which we have created for that purpose.
- To automatically pull the documents into iFS we created an
agent which is time based. At predefined time intervals it goes
to read the source folder and if anything is in there then it
will copy the files into the relevant folders in iFS again with
the associated meta data.
- To keep things as flexible as possible we have a property file
which provide certain generic information so that it can be
adapted to meet various client needs.
Naturally I do not want to go into the specifics of the Java
Beans that we have developed as this took a bit of time to get
right.
Hope this helps, if not give me a shout,
Regards,
Bernard Wright

Outlook Integration Documents

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