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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 Versions

Operating Systems

Outlook Versions

MS Office Versions

Hardware Requirements

Important Notes

IMAP/Cached Exchange Mode

MS Business Contact Manager

64-bit MS Office 2010 / MS Outlook 2010

Mac OS X

Automating Installation


MS Exchange Server Versions

MS Exchange Server 2010 Supported
MS Exchange Server 2013 Supported
MS Exchange Server 2016 Supported
MS Exchange Online (Office 365) Supported

Operating Systems

MS Windows 7 SP1 Supported
MS Windows 8, MS Windows 8.1, MS Windows 10 Supported
Apple Mac OS X Not supported (see below)

Outlook Versions

MS Outlook 2010 SP2 Supported
MS Outlook 2013 Supported
MS Outlook 2013 SP1 Supported
MS Outlook 2016 Supported

MS Office Versions

MS Office 2010 SP1 Supported
MS Office 2013 SP1 Supported
MS Office 2016 Supported

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


Important notes:

Office 365

This is supported providing you are using it with a version of Outlook which is also supported.


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.


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.


Terminal Services

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.

64-bit MS Office 2010 / MS 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:

http://office.microsoft.com/en-us/word-help/choose-the-32-bit-or-64-bit-version-of-microsoft-office-HA010369476.aspx

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.


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.


Automating Installation

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