Outlook Integration Snapshots and attachements

Outlook integration
2007A, PL38
1. Outlook ingergration snapshots are attaching on the server (folders located on the shared B1_shr folder), but snapshots are failing to attach for client workstations. (These files are accessable from the client workstation).
2. Also, emails which are saved as activites with attachments - the attachemnts are not attaching to the activity with a warning message.

Hi Lisa,
Please go through note 1229026.
https://service.sap.com/sap/support/notes/1229026
We ran into several issues on 2007A OI add-on and this turned out to be the problem.
On safe side, please run it on backup company DB.
Hope it helps.
Regards,
Jacqueline Jiang
SAP Business One Forums Team

Similar Messages

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: 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 setup !!

Hello Experts,
In My organization we have 23 licences but every system in on LAN.. we are using Exchange for our mails. Every machine has client.
Please tell me is there any specific service we got to use for the Outlook Integration ? And do i have to run Outlook Integration on server to work on all clients or what ?
Please clear my doubt of this Exchange thing.
Regards

hi,
it doesnt solved the problem..
i have a basic question.
we are using Exchange
I've heard that Outlook Integration only works when we have S M T P.
Please clear the doubt or please tell me the way to handle it.
Regards

Does the Outlook Integration Standalone add-on work over HTTPS?

We have a customer who is using MS CRM over HTTPS for out of the network access to Outlook and MS CRM within Outlook.
Does anyone know whether the SAP Outlook Integration Standalone add-on for 2007A will operate (sync/save email as activity etc) using a HTTPS connection?
Many Thanks
Brodie

Dear Brodie,
SAP Business One Outlook Integration (Standalone) needs to have Microsoft Outlook installed on the workstation.
Refer to [http://service.sap.com/smb/sbo/documentation|http://service.sap.com/smb/sbo/documentation].
So if the locally installed Microsoft Outlook is able to connect to (for excample) an Exchange Server in order to sync its own emails, then its no problem for Outlook Integration too.
By the way:
I think it was originally developed for Sales persons, who are visiting their customers, but either no or very limited bandwith is available in order to connect to any network outside the local Intranet. These Sales persons does not need to have a SAP Business One client installed on their laptop, but only the Standalone version of Outlook Integration (OI) and Microsoft Outlook itself.
So far as I can see the aim of OI is beeing able to work without any network access when onsite.
Kind regards
Mario Schoenberg
Senior Support Consultant
SAP Business One Forums Team
Edited by: Mario Schoenberg on Jan 5, 2009 3:20 PM

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

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 add-on, the Snapshot template is missing

hi,
i have a query , when we start Outlook Integration add-on SAP B1, one window will a to generate snapshot template, but in the source folder there is no default template to generate snapshot templates in the destination folder. how to get those sanpshot default templates from SAP portal or is there any other process to generate those snapshot template.
sandip

hi atul,
well even i too face the same problem, but it is solved.
1. when you install SAP b1 outlook addon, it is not going to create the folder with the default templates, for that you have to go the the addon folder where you have all SAP B1 addons, where you have all outlook integration addon,XL reporter addon,CopyExpress addon and even some other addons, in the same folder you will see ServerInstaller folder, you install that directly from the folder itself, it will create the require templates at the specific location.
2. then from SAP B1 start you outlook addon and when you get the window of create template, just press the create button, this time it will create it sucessfully.
now the snapshot template will be available in your system.
i checked this it is working well in my system, follow the above process, you can able to solve your problem. if not revert me back.
sandip

Outlook Integration Toolbar missing from MS Word and Excel

Hi Everyone
I have previously had to uninstall Outlook Integration due to MS Excel not showing the SBO menu and MS Word not allowing me to Log On to SBO using the Business One menu inside WORD.
However now that i have re-installed the add-on (which went through successfully) the toolbar is now not appearing in MS Word aswell as Excel!! (but it does appear in MS Outlook and i can log in and synchronise etc from Outlook
Has anyone else come across this or could suggest a possible solution
Thanks
Asma
Message was edited by:
Marc Riar

Hello,
try to read belows:
Microsoft Outlook Integration
1. You have installed the following on your workstation:
Microsoft® Outlook (supported versions: 2000 SR1 (and higher), 2002, 2003)
Microsoft® Word (supported versions: 2000 SR1 (and higher), 2002, 2003)
Microsoft® Excel (supported versions: 2000 SR1 (and higher), 2002, 2003)
2. After installing Microsoft Outlook, you have created an e-mail account so that you can send and receive e-mails.
3. Microsoft Outlook is set as your default mail client. To check your default mail client, on the Microsoft Windows taskbar, choose Start → Settings → Control Panel → Internet Options. On the Programs tab, Microsoft Outlook should be selected in the E-mail field.
4. You have administrator privileges for the SAP Business One server and have used the SAP Business One Add-On Server Installer to install default snapshot templates on the server as follows:
a. Put the CD for add-ons in the CD-ROM drive of your SAP Business One server.
b. Open the SAP Business One add-on server directory. Double-click setup.exe.
c. In the first window of the InstallShield Wizard, choose Next.
d. In the Choose Destination Location window, choose Browse to select the installation folder. Then choose Next.
e. Follow the instructions in the Start Copying Files window.
f. In the InstallShield Wizard Complete window, choose Finish.
5. Before you begin add-on registration, you have closed these programs on your workstation:
Microsoft Outlook
Microsoft Word
Microsoft Excel
Another is that have you correctly installed standalone installer ?
Rgds,

Workflow in 46C and Outlook integration

Hi all!
Anyone is using workflow in 46C release with integration on Outlook via
SAPforms and MAPI? What is the version of Outlook? Are there problems
using OL2003?
We're planning to upgrade R/3 to ECC 6.0, workflow still running after
the upgrade? And how do I integrate with mail service, by WAS 640?
Best Regards,
André Koji Honma
FUJIFILM Brazil

Hello Andre,
Not sure of SAPforms and MAPI... as long as it could be configured for certain events to send email through workflow, both 4.6C and ECC 6.0 work well with Outlook (exchange server)
Please refer to Note 455127 and 99965
The following thread has similar question
Which software to use for email from Sap on the AS/400 and Microsoft Exchan
Also workflow should work after release upgrade from 4.6C to ECC 6.0.
Best regards,
Victor

Two email accounts and outlook integration

Hi, all-
We are using the Outlook Integration in B1 version 2007A p. 42. My Outlook version is 2007. We are morphing to emailing invoices to customers instead of snail-mailing them. My problem is I have an accounting user that has 2 email accounts as we run different divisions in B1 all out of the same company. B1 does not give her the option to choose what email account to send from - it simply sends from her default email account. This causes a huge problem as she has to manually switch her default email account in Outlook every time she sends for a different division. This is prone to huge human error issues.
All of our business partners are assigned by division using a division designation stored in a UDF.
Question: is there any way I can configure B1 to somehow send this division designation to Outlook, and can I configure Outlook to read this field, add the proper divisional signature to the email, then send it through the proper account?
Thanks,
Shelby

Maybe you should ask on a Microsoft forum rather than one dedicated to the using the iPhone in an enterprise environment.

Open Outlook email editor from SAP and attach email into SAP

I have a requirment that in SAP we have the option to add from Micrsoft Outlook, and when that is slected, you are taken to your email so that you can see your inbox and select the email that need to attach in SAP.
I need to implement this scenario in the tcode SCASE and in the Dispute management->Case->Dispute Case->search and enter the CaseID and click on Search button and you can see down and click on Edit button and you can see the Attached object and from there i need to have one new button when user click on that button and its Micrsoft Outlook should open and you should taken to your email so that you can see your inbox and select the email that need to attach to the CASEID.

I have a requirment that in SAP we have the option to add from Micrsoft Outlook, and when that is slected, you are taken to your email so that you can see your inbox and select the email that need to attach in SAP.
I need to implement this scenario in the tcode SCASE and in the Dispute management->Case->Dispute Case->search and enter the CaseID and click on Search button and you can see down and click on Edit button and you can see the Attached object and from there i need to have one new button when user click on that button and its Micrsoft Outlook should open and you should taken to your email so that you can see your inbox and select the email that need to attach to the CASEID.

Outlook Integration - Listboxen Snapshot Kategorie und Vorlage sind leer

Hallo,
ich habe heute die B1-Outlook Integration (standalone) auf meinem PC eingerichtet und sie funktioniert bis auf die Snapshot-Funktionalität.
Ich kann weder eine Kategorie noch eine Snapshot-Vorlage auswählen. In beiden Fällen ist die Listbox leer.
Der PC läuft unter Vista 32 Bit mit Outlook 2007 SP 2. B1 hat Version 2007A incl. Patch 48.
Das Script aus Hinweis 1229026 habe ich ausgeführt.
Weiß jemand woran der Fehler liegt, bzw. was ich falsch gemacht habe ?
Mit freundlichen Grüßen
Michael Benner

Hallo Herr Schönenberg,
ist geschehen.
Ich habe zudem das Addon nochmals installiert und jetzt läuft es.
Vielen Dank.
Michael Benner

Pdf's are extremely slow to open and attach in outlook 2007

For the past two weeks, Pdf's are extremely slow to open and attach in outlook 2007. currently have Adobe Acrobat X Standard and Adobe Reader X running on windows 7, using microsoft office 2007. is anyone else having this issue?

In an effort to try and solve this I have converted the four reports to native POJO datasources. I thought that maybe the report was looking for the ODBC data source upon which the reports were designed. The ODBC approach was used to help speed up design and development. Now that the DB schema is up and running I can use the POJO and eclipse for preview.
No change in startup and exporting on the QA system.

SharePoint 2010 and Outlook Integration

Hi All:
I have a question about SharePoint 2010 and Outlook Integration, My Question is:
How can I develop a webpart which can open my client Outlook Client Application??
Thanks ...
Will

Hi Tim,
Depending on what you want to achieve, you can use EWS (Exchange Web Services) to manage email on an Exchange mailbox.
I blogged about adding and removing appointments from an Outlook calendar using EWS here: http://matthewyarlett.blogspot.com.au/2012/07/using-ews-exchange-web-services-in.html
Regards, Matthew
MCPD | MCITP
My Blog
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Outlook Integration Snapshots and attachements

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