Please find below the system requirements and compatibility specification for the latest version of the Workbooks Outlook Connector.

While software versions that are end of mainstream support are not listed they may well continue with work with this version of the Workbooks Outlook Connector. We do recommend you maintain supported versions of software to ensure reliability across your solution. If you are using older versions of software and experience issues we will endeavour to support you however the ageing technologies may limit our ability to do so. 

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Hardware Requirements

We recommend your computer has at least a 1.8GHz CPU, 1024x768 screen, with 2GB of main memory and 1GB of free hard disk space

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Software Requirements

MS Exchange Server Versions

MS Exchange Server 2016	Supported
MS Exchange Online (Office 365)	Supported

 

Operating Systems

MS Windows 10	Supported
Apple Mac OS X	Not supported (see below)

 

Outlook Versions

MS Outlook 2016	Supported
MS Outlook 2019	Supported

 

MS Office Versions

MS Office 2016	Supported
MS Office 2019	Supported

 

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IMAP / Cached Exchange Mode

The Workbooks Outlook Connector is compatible with PST (POP3) and Cached Exchange (OST), but not with IMAP or Non-Cached Exchange. You should aim to use Cached Exchange mode since with PST you will not have the ability to share emails.

The MS Exchange Server account must be configured in Cached Exchange Mode only. Where MS Exchange Server is not used, a local (on client PC) Outlook .PST file is used for the Workbooks CRM data storage.
Only a single Outlook profile should be used with the Workbooks Outlook Connector.

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MS Business Contact Manager

When MS Business Contact Manager is used it changes the PST schema in ways that are incompatible with the Workbooks Outlook Connector.

We recommend it is disabled prior to the installation of the Outlook Connector.

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Terminal Services

This is not supported and not recommended for general use. You should instead use the Workbooks Exchange Server Sync solution.

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Mac OS X

The Workbooks Outlook Connector has been created for Windows versions of Outlook. You can run these within a "Virtual Machine" such as Parallels or VMWare Fusion, or alternatively, you could use the Dropbox or the Workbooks Exchange Server Sync service.

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Automating Installation

You can use tools such as SCCM to automate the deployment of the Outlook Connector.