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...

Similar Messages

  • 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 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 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

  • 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.

  • 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 Securty

    Anyone know of a way to add security to Outlook Integration synch?
    My client would like to prevent OI users from being able to synch business partners and contact people into their Outlook Contacts.  Ideally, we would be able to prevent them from being able to alter the settings in the Synchronize screen. 
    Thank you in advance for your help.

    Hi Michael,
    Did you ever find a solution to this issue.  I have exactly the same requirement for a customer.  Is there a way to lock down the sync settings so the user can not change them?

  • MS Outlook 2007 and SBO outlook integration OK?

    I have a client that has MS outlook 2007 installed on some client machines and would like the SBO integration as well, has anyone done this yet and have there been any issues?
    Thanks! Amy

    Hi Amy,
    What version of SBO are you running? We've had problems with Outlook 2007 and Outlook Integration (eg getting the OI toolbar to display properly) when running SBO 2007A.
    You can get more details by logging your question with SAP Support but, for what it's worth, my recommendation is avoid it at the moment if you can.
    Kind Regards,
    Owen

  • Outlook integration problems

    Description of requirements: The problem with the SAP outlook integration is that the LoadBehavior in HKLM for the add-on is set automatically to 3 when outlook is started. This makes it impossible to control whether the add-on is
    loaded into outlook by specifying the LoadBehavior in HKCU. We're wondering if this is possible to
    change.
    Business needs: The customer need a change in this addon so that the settings are set to each user and not to the server, as it is today. This is VERY important, so it would be great if this addon could be changed.
    Current Workaround: They can't see any other solution but to change the outlook integration.
    Proposed solution: Please read the description of requirements.
    Lena Marie Digre,
    Support co-worker
    SMB Business Partner
    Norway

    Hi Gilles,
    For those PC with slowing synchronization, check if there are firewall or antivirus running that may block the process.
    Thanks,
    Gordon

  • 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
    sudhir

    Hi Sudhir,
    There is a separate part of Outlook Integration that needs to be installed on the server. This includes the templates which get copied to a folder within the B1_SHR. On your SBO DVD or on the latest patch download you are using you should find a folder called Outlook Integration Server in the Packages folder. Run the Setup.exe on the server where the SBO server components are installed and this should correct your problem.
    Kind Regards,
    Owen

  • Outlook Integration add on not started correctly

    Hi,
    After registered Add-on for Outlook Integration and at the time of starting add-on ,below  message come appeared.
    Set-Up function of add-on failed(c:\Program Files\SAP\SAP Business One\AddOns\SAP\Outlook_Integration\BO_Outlook.exe)

    Hi,
    Welcome you post on the forum.
    What is your B1 version and PL?
    Thanks,
    Gordon

  • Outlook Integration bei Serverwechsel

    Hallo Leute,
    ich habe ein kleines Problem und hoffe Ihr könnt mir helfen, da ich mit der Outlook Integration auf "Kriegsfuss" stehe und mir hier einfach KnowHow fehlt.
    Ein Kunde hat einen neuen Server bekommen. Dort habe ich eine komplette Neuinstallation von SAP durchgeführt inkl. Outlook Integration. Auch die Clients wurden neu installiert.
    Wenn jetzt Outlook geöffnet wird und man sich von dort in SAP anmelden will, steht immer noch der alte Server drin. Wenn ich diesen ändere kommt eine Fehlermeldung (übersetzt): "kann nicht auf die SBO-Common zugreifen".
    Ich gehe davon aus, das in einer Konfiguration noch der Alte Pfad gespeichert ist. Wie kann ich dieses anpassen ?
    Würde mich über eine Antwort freuen.
    Gruß
    Lars

    Hallo Andreas,
    ich versuche nochmal die Situation zu schildern:
    Der Kunde hatte eine Vollinstallation Server/Clients inkl. OI (Outlook Integration).
    Bei dieser Installation wird das AddOn auch in Excel, Word und Outlook integriert. Der Datenaustausch zwischen Outlook und SAP funktionierte - alles gut.
    Nun hat der Kunde einen neuen Server. Also Server erneut installieren inkl. OI.
    Jetzt ist in Excel, Word und Outlook noch der alte Server gespeichert, so dass bei der Anmeldung an SAP aus dem Outlook heraus, der alte Server angesprochen wird. Diesen kann ich ja im Anmeldefenster ändern, jedoch erhalte ich eine Fehlermeldung, das er die SBO-Common nicht finden/zugreifen kann.
    Ich gehe davon aus, das die Verbindungsdaten gespeichert werden, nur wo ?
    Ein Neuinstallation von Outlook würde sicherlich helfen, nur das kann ja nicht Sinn der Sache sein.
    Ich hoffe du verstehst jetzt das Problem.
    Gruß
    Lars Barkow

  • Outlook integration slows the client PC down

    Hi all,
    environment:
    2007A, PL 45, Outlook Integration.
    the Exchange Server is running  on the same box.
    effect:
    following  messages appears on the client:
    "Outlook  tries to read data from the server"
    (Outlook versucht Daten vom Server abzurufen)
    and the client PC will be slowed down.
    Could you please give me any hints?
    Thanks and regards,
    Janos

    Dear Janos,
    First, I suggest to upgrade the addon and B1 to the latest patch. See the notes about the PL if in the PL, there are several notes explained if there is a bugs or not in the addon or PL version you are currently use.
    Check also B1 system requirement and setup guide to know more. Submit this case also to SAP support if not solve.
    Rgds,

  • Can Outlook Integration create the activity from an email automatically?

    I have an SAP client who's customer service department receives a lot of emails, we would like for Outlook integration to import these into SAP as activities automatically, instead of the user doing it manually. Is this possible?
    Thanks

    It might be possible but not easy.  At least, you need to develop your own program to achieve your goal if that is an option.
    Thanks,
    Gordon

  • 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

Maybe you are looking for