Outlook Integration Install

Hi Experts,
I want to know which Outlook Integration to Install. What is the 'Stand Alone' Outlook integration used for and what is the 'Server' one used for?
Thanks,
Marli
Edited by: Marli Schutte on Jan 8, 2010 9:05 PM

Hi Marli,
You may check these threads first:
Re: Outlook Integration w/o the client
Re: Error while installation of Outlook Integration Add On
Re: Outlook Configuration in Business One
Thanks,
Gordon

Similar Messages

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
Hope this helps
Bishal

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.

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

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..

Msa 50sp6: outlook integration not possible

Hello forum,
while installing msa50sp6 with outlook integration,
I do not get any buttons/tabs into my outlloók 2002.
No errors while installing. (outlook is closed while installing).
Is it possible to install the outlook sync. manual ?
Or has anybody a solution why this is so ?
Best regards
Gerd

Hi,
Note 1047775 - 5.0 Installation the Groupware-Synchronisation
rg,
markus

Outlook integration problem

hello,
I had configured the outlook properly , but it does not able to send the main in my configred mail id & within the outlook.
some times it is work properlly after new installation of outlook addon but when i am change the user that time it is not work and also doen't get that check box of "send mail tho the outllok"
please help me out of this.

Check the following threads:
Re: BO2069: Failed to send e-mail via Microsoft Out look"
Outlook integration problem
Do check the following SAP Note:
Note 1064323 - OI: MS Outlook does not send new mail with OI installed
Regards
Satish

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.
I had a look in the [@BOOSTP] and found if I changed the "host name", in a test database of course, from TERMINAL to SBOHOST they appeared on the respective computers snapshot list under the respective language. Hopefully I haven't lost you.
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

Outlook Integration w/o the client

I have a client that run their B1 clients on a terminal server but they'd like to run Outlook Integration locally on their PCs where they use Outlook. I installed the OI toolbar on one of their PCs but when I try to login it gives an error saying that it can't find the database list. When I install the B1 client locally the OI toolbar connects fine. We're looking to see if we can get the OI toolbar working without having to install the client on all the PCs. Does anyone know if it's possible to do that?

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...

Outlook Integration Templates Issue

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.
I have had a look around the forums but I can only find help on creating templates, not on removing this pop up box.
Thanks,
Liam.

Hi Liam,
1. This had been the same issue several times, every time the client logs onto SBO this message pops up a need to define the correct path wherein the templates are located in the server and the base client path where the templates need to be created.A few times successfull, browsing to the correct path on the server and creating a base path C:\......\Templates in the client and the templates were re-created or copying the entire snapshot templates from the Server and place it on the client
system. It can be a reason the User cannot access the server templates folder of write to the path C:\...
or,
2. Using Admin login on the client machine Uninstall the MS Outlook integration server from the control panel from the client and install MS Outlook Intergration standalone setup available in you server.
Regards,
Rakesh N

Outlook Integration - Snapshot templates missing when upgrade to 8.8 PL14

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
And in the -GoTo meny- and select -create default templates- could not be started.
Grateful for all help.

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 Add-On

Hi there,
There is a post about enhancements of OutLook Integration Add-On from a Chinese Partner.
outlook integration addon 的应用实施及产品功能探讨
Translation as below:
1.Offline access: Enable quotation creation even OI is not connected to B1 .Many sales people has no iternect access in travel.
2.Connection in VPN: B1 client connect fast in VPN, but OI take time to connect.
3.Email Signature: They would like to use the default email account's signature, thus they have to modify the qutotation email with their own signature by manual.
Kind Regards, Yatsea

Hi,
For initialization error, this is a solution from SAP Note:
Solution
1) Check on your MS SQL Server (Enterprise Manager) your server and use the right mouse click and choose "Properties". Select the
"Security" Tab and then select under Authentification "SQL Server and Windows". Change if not selected and try to start the addons again.
2) In the "Choose Company" (Administration>Choose Company) choose Current Server "Change" make sure that the "Use Trusted Connection" is de-selected. De-select and try to start again.
3) When you start SAP Business One in the initial Logon Screen in the left corner make sure that the "Use NT Authentification" is de-selected.
For resource error, the solution from SAP note:
This error usualy occurs after an upgrade. To resolve this error, please do the following:
   1. Locate the Temp folder by going to Start -> Run and type %temp%.
   2. Locate the SM_OBS_DLL folder and rename it.
   3. Uninstall the DI API from Add/Remove Programs.
   4. Install the DI API from the latest patch.
   5. Connect to the addon again and the SM_OBS_DLL folder will be recreated and replaced with the latest version. You should now be able to connect sucessfully.
Rgds,

Outlook integration create duplicated contact

Hello All:
When I run the synchronization in outlook integration. It duplicate customer contacts after the first run. Now I am not sure if I should run it again as it may duplicated it over again. Is this a setting inside SBO or inside outlook?
Sincerely Yours

Dear,
For your issue kindly refer to note 911283 below:
Symptom
When do a synchronization in Outlook Integration, the duplicated items
will be created, even though it has been synchronized before.
Other terms
SAP Business One; Add-On; AddOn; B1; SBO; Outlook Integration; Outlook;
OI; Activity; Sync; synchronization
Reason and Prerequisites
This is program bug of SAP Business One Add-On Outlook Integration.
Solution
This problem is fixed in SAP Business One Add-On Outlook Integration
release version 6.70.2.20, also fixed in SAP Business One Add-On Outlook
Integration release version 6.80.00.15. Download and install the patch
of SAP Business One Add-On Outlook Integration from SAP Service Market
Place will fix the problem.
2005 SP00 PL15 & 2004 SP02 PL20 has fixed the issue.
Regards
Apple

Outlook integration for ms outlook 2013 with SAP B1 9.0PL08

Hi experts,
I am not able to do outlook integration for ms outlook 2013 with SAP B1 9.0 PL08.
Can anyone let me know, how to achieve this.?
Is this supported by SAP B1 or not.?
I have gone through several thread on sdn. I am not getting clear answer...Please let me know how to do this one..
With Regards

Hi,
9.0 version will not support outlook 2013. Please check admin guide for installing 9.0 version.
Thanks & Regards,
Nagarajan

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.
However, if the application is unable to locate this folder or the folder cannot be created, a selection window will allow you to select a different location. This path will be stored in the company settings of the Microsoft Outlook Integration add-on and can be changed by you. The default layout files for the company are copied to the Default subfolder of the folder you select.
The OIStandalone is a standalone installer for the Microsoft Outlook Integration add-on. This tool allows you to install the add-on without having to install the SAP Business One client on your PC. The alternative installer is appropriate for scenarios in which the SAP Business One client is not installed on the same PC as Microsoft Outlook. An example of such a scenario is the use of the Terminal Server for SAP Business One.
If you have tried, let me know the result.
Rgds,

Outlook Integration Install

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