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- Linking your Workbooks Account to Zapier
Setting up Zaps
- Posted Invoices to Xero Invoices
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- Posted Credit Note to Task
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- Multistep Zaps
- Introduction to the Outlook Connector
- Using the Outlook Connector
- Before downloading the Outlook Connector
- System Requirements
- Installation Guide
- First Run Assistant
- Download/update the Outlook Connector
- Outlook Connector Troubleshooting
- Exchange Server Sync
- Workbooks Mobile Client
- Introduction to System Administration
- Users & Security
- Email & Integration
- Creating & Modifying Picklists
- Creating Custom Fields
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Outlook Connector System Requirements
Please find below the system requirements and compatibility specification for the latest version of the Workbooks Outlook Connector.
Last Updated: 2nd November 2016
We recommend always installing the most recent version of the Outlook Connector.
Table of contents
|MS Exchange Server 2010||Supported|
|MS Exchange Server 2013||Supported|
|MS Exchange Server 2016||Supported|
|MS Exchange Online (Office 365)||Supported|
|MS Windows 7 SP1||Supported|
|MS Windows 8, MS Windows 8.1, MS Windows 10||Supported|
|Apple Mac OS X||Not supported (see below)|
|MS Outlook 2010 SP2||Supported|
|MS Outlook 2013||Supported|
|MS Outlook 2013 SP1||Supported|
|MS Outlook 2016||Supported|
|MS Office 2010 SP1||Supported|
|MS Office 2013 SP1||Supported|
|MS Office 2016||Supported|
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
This is supported providing you are using it with a version of Outlook which is also supported.
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.
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.
This is not supported and not recommended for general use. You should instead use the Workbooks Exchange Server Sync solution.
The Outlook Connector can be made to work in some smaller environments with the following configuration requirements:
- Your environment should inherit Cached Exchange mode configuration; per-machine installation mode is preferred. Note that you cannot do this with Citrix. See this Microsoft TechNet article for further information.
- For clustered Terminal Services environments where Roaming Profiles are configured, Exchange .OST profiles should be stored on a network location and Outlook needs to be configured to work with them through UNC paths.
- We recommend using Windows Server 2008 R2, Exchange 2010 and Outlook 2010.
We recommend you install the 32-bit version of MS Office, this works on both 32-bit and 64-bit versions of MS Windows.
An article on the Microsoft website is essential reading before proceeding with a 64-bit MS Office installation; it contains important information on the unsupported features of that version:
By default, Microsoft Office 2010 installs the 32-bit version of Office 2010 even if your computer is running 64-bit editions of Windows.
Important: The 32-bit version of Office 2010 is the recommended option for most people because it prevents potential compatibility issues with other 32-bit applications, specifically third-party add-ins that are available only for 32-bit operating systems.
Office 2010 provides support for the 32-bit version of Office 2010 programs running on 64-bit operating systems by using WOW64, a compatibility environment provided by the operating system that allows a 32-bit application to run on a Windows 64-bit operating system. Using the 32-bit version of Office 2010 allows people to continue to use existing third-party add-ins for Office that are 32-bit.
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.
You can use tools such as SCCM to automate the deployment of the Outlook Connector.