- Welcome to the Knowledge Base
- Introduction to Workbooks
- Using the Knowledge Base
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- Logging In
- Supported browsers
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- Introduction to Cases
- Displaying & Adding Cases
- Managing Cases
- Custom Fields
- Case Portal Configuration
- Case Portal Additional Features
- Using the Case Portal
- Forecasts & Quotas
- Introduction to Importing
- Preparing your Import Data
- Workbooks Import Wizard
- Managing your Imports
- Introduction to Marketing
- Marketing Campaigns
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Workbooks Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Gator Popup
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- Using HubSpot with Workbooks
- Introduction to Event Management
- Enabling the Event Management Module
- Using Event Records
- The Event Management Portal
- On The Day Registration App
- Setup On the Day Registration App
- Compliance Records
- Setting up the Integration
- Sending Mailshots using GatorMail
- GatorMail - Dynamic Content
- GatorMail Domain Setup
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- Managing your GatorMail Account
- Setting up GatorMail Workflows
Electronic Signing Tools
- DocuSign Functionality
- Setting up the DocuSign Integration
- DocuSign - Worked Examples
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- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
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- Posted Credit Note to Task
- QuickBooks Online
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- Multistep Zaps
- Email Dropbox
Workbooks Exchange Server Sync
- WESS System Requirements
- Setting up the WESS
- Synchronising Emails
- Synchronising People & Contacts
- Synchronising Tasks & Meetings
- WESS Troubleshooting
- The WESS Add-in
Workbooks Outlook Connector
- Introduction to the Outlook Connector
- Before downloading the Outlook Connector
- Download/update the Outlook Connector
- Installing the Outlook Connector
- Using the Outlook Connector
- Outlook Connector Troubleshooting
Event & Webinar Integration Tools
- Create/Update & Cancel Webinars from Events
- Event Attendees as Webinar Registrants
- Event Speakers as Webinar Panelists
- Retrieve Webinar Data
- Microsoft Office
- Scribe/Workbooks Connector
People & Organisations
- Introduction to People & Organisations
- De-duplication and Merge
- Using Loqate
- Data Enrichment
- Introduction to Reporting
- Reporting Explained
- Displaying reports within Record Views
- Displaying Reports
- Adding a Report view to a Dashboard
- Exporting Reports
- Advanced Reporting
- Introduction to Transaction Documents
- Credit Notes
- Customer Orders
- Supplier Orders
- Contract Management
- Introduction to System Administration
Users & Security
- User Groups
- Account Settings
- Licences & Modules
Email & Integration
- Email Settings
- API Keys
- Web to Case and Web to Lead
- Preference Centre
- MailChimp, Constant Contact & dotMailer
- SharePoint Integration
- Bank Account Validation
- Creating & Modifying Picklists
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
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- PDF Configuration
- Contact Support
Releases & Roadmap
- April 2020 Release
- January 2020 Release
- September 2019 Release
- February 2019 - Event Management Release
- January 2019 Release
- October 2018 Release
- May 2018 Release
- February 2018 Release
- January 2018 Release
- November 2017 Release
- September 2017 Release
- June 2017 Release
- March 2017 Release
- December 2016 Release
- August 2016 Release
- January 2016 Release
- Workbooks Glossary
Set up and configuration of the Workbooks Exchange Server Sync (WESS)
Purchasing the WESS
In order to use the WESS it must be purchased as an add-on module on a per user basis. More information can be found here or you can call our sales team.
Please Note: we have compiled a complete end to end installation guide of the latest version of the WESS and the Add-in, which can be downloaded here.
Activating the WESS Module
Now that you have purchased the WESS add-on, and it has been applied to your Account, the module needs to be Activated at the Database level. This can be achieved by going to Start > Configuration > Users & Security> Licences and Modules and making your way to the Modules tab. In the list of Modules on this tab ensure that the Exchange Sync Module is activated as in the screenshot below;
Allocating WESS licences
Once you have activated the WESS module, you must allocate the licences you have purchased to the users that need them. This can be achieved by going to Start > Configuration > Users & Security > Users. Select a user that you would like to allocate a licence to.
Ensure that under the ‘Licence’ section, the ‘Allocated Extension’ for ‘Exchange Sync’ is checked. This will enable the WESS for the specific user and reduce the number of licences you have left to allocate to other users.
Once you've allocated a user this extension, click Save and a new reveal section will appear named ‘Exchange Sync’. If the Exchange Synchronisation has not been enabled for this User yet, either by them or you, then you will be presented with the following message.
This can be changed by the User themselves by enabling their synchronisation.
Go to Start > Preferences > Integration > Exchange Sync and tick the ‘Synchronisation Enabled?’ checkbox.
This can also be done by a System Administrator.
Go to Configuration > Email & Integration > Exchange Sync, select the user you would like to enable and tick the checkbox.
This message will now change and you will be presented with the following information.
As a System Administrator you can select the database that the user will synchronise with and change their username and email address. This should not need to be changed often, if at all, as the ‘Exchange Email’ must be the Outlook email address they use.
Configuring your exchange server
DNS Host name: wess.cloudapp.net
IP Address: 220.127.116.11
Supported Exchange auth methods:
1. Direct: username and password are required
2. Impersonation: username, impersonation-admin-mailbox and impersonation-admin-password are required
NOTE: When using "Domain\Username" format please ensure to use a back-slash, as shown, a forward-slash will not be recognised and will result in a failure to communicate with the Exchange provider.
Finding your Exchange Web Services URL
Method 1: Automatic detection
Workbooks has the capability of running an automatic detection of the EWS URL built in and is the default method of entering the EWSURL. When intially setting up the WESS simply add your main Users login credentials and Workbooks using an automated version of the video above to locate the EWSURL;
Go to Start > Configuration > Email & Integration > Exchange Sync and enter the Main Users Login details;
If successful the following window will open with the EWSURL following values entered by Workbooks are valid;
- Email - The Email used for autodiscovery.
- Password - The Exchange password for the User Mailbox, used to perform authentication on Exchange server.
- UserName - The User name used to perform authentication on the Exchange server. This is usually the same as the Mailbox email address, e.g. email@example.com, but for some Exchange servers it may be the domain\user format.
If the Automatic detection was successful then this means that the Exchange credentials entered were valid for Exschange validation. If not, the possible errors you will receive will be one of the following;
- AutoDiscoverFailed - The autodiscover service did not manage to obtain Exchange Web Service URL. If this occurs Workbooks suggests utilising Method 2 of this Knowledge base article, please contact support@Workbooks if this problem persists.
- Unauthorized - Either the Username or Password is invalid.
- ErrorNonExistentMailbox - The email address provided is invalid
NOTE: The Autodetect can take some time but this check will run in the background allowing you to continue with other work as the checks take place.
As a System Administrator you are now presented with two options. If you have an Impersonation User set up on your Microsoft Exchange server then you will only need to enter this Username and password, leaving minimal configuration for your Users to complete themselves. This is our recommendation.
Method 2: Manual Configuration
Workbooks needs information about your Exchange server in order for the two to be able to communicate. This information needs to be input into the ‘Exchange Sync’ section of Configuration and thus requires System Administration capabilities.
Go to Start > Configuration > Email & Integration > Exchange Sync.
The first piece of information to obtain and input is your company specific ‘Exchange Web Services URL’. This will only need to be entered once and should only be changed under special circumstances. If the value presented is not the correct format an error will appear;
NOTE: If this is changed, please let Workbooks Support know, because in some cases the change to the URL will not take effect.
The IT department at your company should know this information. If this is not the case, and you have auto-discovery set up then you can go to https://testconnectivity.microsoft.com/ and select ‘Outlook Autodiscover’. You should look for the value “EwsUrl” in the results you are provided with.
The URL you need will look similar to https://your.domain.name/EWS/Exchange.asmx
A video guide of how to do this is shown below.
Configuring usernames, passwords and Impersonation Users
Microsoft have a support article containing detailed information on Impersonation and how to configure this. The basic premise behind it is that an Impersonation user will control all of your User’s emails yet send them as if they have been sent from the mailbox owner. This is ideal for applications that connect to Exchange such as Workbooks as this one Impersonation User handles all emails, with the recipient completely unaware and the need for only one username and password.
If you do have an Impersonation User set up, then you should input your information into the corresponding field, shown below. This will now work for all users who enable their synchronisation.
If you do not have an Impersonation User for your Microsoft Exchange then each user must enter their own password.
This should be done by the individual User themselves.
Go to Start > Preferences > Integration > Exchange Sync.
The email ‘Exchange Email’ and ‘Exchange Password’ are the credentials they use to log in to Outlook or any other Exchange service.
This information can also be viewed and changed by a System Administrator, however, the password will be encrypted to protect your Users.
NOTE: Workbooks runs a automatic check on save when entering these details. If it finds that it cannot make the connection it will inform you that the credentials entered have been rejected.
From this Preference pane, a user can "force a Sync" by clicking the "Sync Now" button.
Go to Start > Configuration > Email & Integration > Exchange Sync.
Then select the user that you would like to modify and you will be presented with the same information.
To ensure the WESS is running correctly, the individual User and the System Administrator can both access the same information via different paths.
A User should go to Start > Preferences > Integration > Exchange Sync.
The information here will provide the User with data about recent synchronisations (including any errors), the ability to change any configuration settings (although these should not need to be modified) and the capability to enable or disable their own synchronisation.
The ‘Connection’ section allows a user to synchronise with a different Exchange server from the company’s, using a different ‘Exchange Web Service URL’, this is not a common situation.
If a User has any reason to believe that their Exchange Synchronisation is not working then they should look here first, and search for any errors such as the ones highlighted above. They should then contact their internal Workbooks Authorised Support Contact who will contact the Workbooks Support team if they're unable to resolve the issue themselves.
It is also recommended that users check this section once in a while to ensure their synchronisations are running correctly and as often as they would expect.
System Administrator Configuration
Go to Start > Configuration > Email & Integration > Exchange Sync.
Select the User for whom you'd like to view synchronisation data and you will be presented with the same information that they see in Preferences. If a User is having issues with their WESS then ensure that synchronisation is enabled and the correct database is selected. Double check that the user is entering the correct Exchange email and password by asking them to log in to Outlook web access with the same credentials.
NOTE: The WESS will not synchronise for any User that has not been activated, is awaiting a login email address change and/or has been disabled.