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

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Hi Tried,
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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...
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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 - 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
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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

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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
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I checked the paths, and they are fine so there are no permission issues.
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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.
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Failed to create template 'Executive customer (by Business Partner)'
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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.*
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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 Sudhir,
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Please help me out.

hi,
For downloading
go to
https://service.sap.com/user-admin
support Portal
Download
download=>Installations and Upgrades =>Search for Installations and Upgrades
search " SAP Business One Add-On 2005 SP01 "
download this file
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sandip

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I have installed addon outlook integration on my pc.I am able to send the mail through outlook.But where are the layout files located ? Every tiime I start the addon it is asking me to Create Default tempate.When I give the folder it gives me error as,
Layout files not found in folder 'D:\Sap'
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mmcpl-sap\B1_SHR\AddOn\Microsoft Outlook Integration\Templates
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Try this:
https://websmp230.sap-ag.de/sap(bD1wdCZjPTAwMQ==)/bc/bsp/spn/download_basket/download.htm?objid=012002523100001869512006D&userid=S0004447420&action=DL_DIRECT
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Hi experts!!
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Hi.
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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.
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Hi,
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AddOn Outlook Integration do not run

Hi,
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Hi,
thanks !
I started again the installation of the software :
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Francis

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Check this link
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Dear Members,
I have been testing the outlook integration functionality in Sap B1 2005 and Sap B1 2007 and the concept is very good because it enhances CRM for clients as well as integrated communication into the erp package.
However, I have found some inconsistencies in the solution whereby a specific functionality works inconsistently. Find below some of the queries I had and if anyone has come across them, kindly advice.
1) When an email is saved as an activity and the contacts in the email are not directly linked to a specific business partner, the dialog box only provides an option to save the email to the email addresses and not any business partner. We can therefore not choose to have the email saved as an activity of a business partner. It would also be wrong to add the email addresses as contacts of that specific business partner as they are not.
2)Emails which have signatures are not saved correctly as attachments to an activity. The u201Ccontentu201D of the email is saved in the activity of the business partner, yet in the u201Cattachmentsu201D the link to the email is not present.
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6)There is no current facility to save emails as activities for multiple business partners.
Thanks in advance
Kind regards,
Indraj.

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

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