Outlook Connector

- Workbooks Outlook Connector

The Workbooks Outlook Connector

Setting up the Workbooks Outlook Connector happens in five main steps:

  • Downloading and installing the software – A link to the download is given below. You should confirm that the Workbooks Outlook Connector is compatible with your environment by reviewing the system requirements before progressing.

  • Advanced Settings – This is where the user is able to configure proxy settings if you are using a web filtering service. This may or may not be applicable to your environment. Your IT team will be able to provide information around this if required.

  • Setting up Outlook Connector Filters – This is important so that the Connector synchronises the correct records ensuring easy use and speedy relationship creation between emails and other record types.

  • Configuring Synchronisations – This will allow a user to configure how often an automatic synchronisation will take place.

  • First Run Assistant (FRA) – This is the initial wizard that will be seen by the user when they open Outlook for the first time after installing the Workbooks Outlook connector.

Before you begin

1)    Ensure that the Workbooks Outlook Connector is compatible with your environment by reviewing the information on our System Requirements page available here

2)    The correct operation of the Workbooks Outlook Connector is not guaranteed if you have a corrupt 'OST' file. An OST is an Offline Folder file which is maintained by Outlook so that you can access your emails, contacts, and calendar entries while not connected to the Exchange Server. As a precaution, we recommend that before installing the Connector you remove and re-create your OST file. The Microsoft Office Knowledge Base provides some additional instructions on how to carry out this task.

a.    For Office 2013 – see here.

b.    For Office 2010 – see here.

c.    For Office 2007 – see here.

3)    Check to see whether you have the Microsoft Business Contact Manager add-in installed; if so please disable it or uninstall completely as this is not currently compatible with the Workbooks Outlook Connector. The Microsoft Office Knowledge Base is a good starting point for this information but there are other sites available which provide instructions on how to carry out this task.

a.    For Office 2013 – see here.

b.    For Office 2010 – see here.

c.    For Office 2007 – see here.

4)    Make sure the Workbooks Outlook Connector module has been activated on your database. If you are unsure, ask your Workbooks System Administrator to check this for you. The Module can be enabled within Start > Configuration > Users & Security > Licences & Modules > Modules. Simply check the box for the Workbooks Outlook Connector and then “Save”.

5)    You should check that the user you are installing the Connector for has a Workbooks Outlook Connector licence allocated to them. To do this, click Start -> Configuration -> Users & Security -> Users. From here, find the user that you wish to allocate a Workbooks Outlook Connector licence and open their record. In here, you’ll simply need to check a box to allocate a licence to that particular user.

6)    It is advised to close Outlook before you run the installation. Although not essential, the installation will require a restart of your machine if not. During the installation, you will be prompted with the following message.