SO4X - Client Insallation Guide for Office 2000



SalesOutlook®

Client Setup for Outlook 2000 Users

Revised: January 6, 2006

Version: 4.x.x

SalesOutlook, Inc.

9710 Summer Oaks Drive

Roswell, GA 30076

(770) 642-4923

Copyright Notice

© 2006 SalesOutlook, Inc. All rights reserved.

This document contains highly confidential information considered by SalesOutlook, Inc. to be a proprietary trade secret and is intellectual property that is owned solely by SalesOutlook, Inc.

This document and the information it contains is protected by international copyright laws and treaties and additional intellectual property laws and treaties as they apply to confidential information and trade secrets. Unauthorized distribution, transmission, disclosure or other use is expressly prohibited.

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No portion of the information contained in this document may be disclosed or distributed to any person or entity that is not a lawfully licensed user of the software product described by the technical characteristics and specifications contained in this document without first obtaining the express written permission of SalesOutlook, Inc. A SalesOutlook, Inc. representative may be contacted by visiting in your web browser.

Trademark Notice

SALESOUTLOOK®, SalesOutlook CRM, SalesOutlook SBE, SalesOutlook Web Access, SalesOutlook Active Security, Pocket SalesOutlook, SalesOutlook Reports, Common Sense CRM and other SalesOutlook, Inc. brand names, product names and marketing slogans are either trademarks, service marks or registered trademarks of SalesOutlook, Inc. in the United States and/or other countries.

All other company, product and brand names are owned by other companies and/or individuals.

Legal Disclaimer

Information in the document is subject to change without notice and is offered “As Is” and without any warranty whatsoever, including warranties relating to merchantability or fitness for a particular purpose or use.

The software described in this document is furnished under a license agreement. The software may be used only in accordance with the terms of the license agreement. It is against the law to copy the software on any medium except as specifically allowed in the license agreement.

No part of this document may be reproduced or transmitted in any form or by any means – electronic or mechanical – including photocopying, recording, or information recording and retrieval systems, for any purpose without the express written permission of SalesOutlook, Inc.

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Table of Contents

Preparing To Install (All Users) 4

IMPORTANT NOTES: 4

Initial Setup (All Users) 5

OPTIONAL - Offline Folder Settings (Mobile Clients Only) 10

OPTIONAL - Filtering Offline Data (Mobile Clients Only) 12

Outlook Settings / Configuration (All Users) 15

Office 2000 / Outlook 2000 Support 18

Preparing To Install (All Users)

Please review the minimum and recommended system requirements as published in the SO4X – System Requirements document included in the SalesOutlook Documentation Set. Please ensure that all system requirements are met, including Windows system-level updates, and that the most recent service packs and updates for Windows and Office applications are applied before installing any SalesOutlook program.

For a trouble-free installation experience, please ensure the following are true before continuing to install SalesOutlook:

1. All Windows system-level updates and the latest service packs for Windows and Office are properly installed on the computer.

2. The User consistently logs into the same Windows Profile whether connected to the network or not.

3. The User’s Windows Login is granted Administrator rights to their local machine domain and that their login is a member of the Administrators Group on their Local Computer. For Windows XP, these permissions are granted only to the Computer Administrator or Owner login types. SalesOutlook cannot be installed within Restricted User Accounts.

4. The Setup.msi or Setup.msi is extracted from its zip file container and resides on the local hard drive of the computer when executed.

5. The SalesOutlook Setup.msi is executed while logged into Windows as the user who will be using the SalesOutlook software. Additionally, the Outlook Profile must already exist for this user since SalesOutlook must open the Outlook Profile to register specialized forms and components.

6. The user will use Outlook with one Outlook Profile only (it may contain multiple email accounts) so that SalesOutlook can be installed and configured for use with that Outlook Profile. Multiple Outlook Profiles may be used provided that the user takes the proper steps to reconfigure SalesOutlook each time the user switches between them.

IMPORTANT NOTES:

▪ This document covers only the steps used to install and configure Outlook XP / Office XP for use with SalesOutlook. If you are using a different version of Outlook / Office, please refer to the SO4X – Client Installation Guide for Office 200x Users where 200x represents your version of Outlook (and Office).

▪ Running mixed versions of core Office applications is strongly discouraged because this may prevent required service packs from being installed successfully.

▪ If you are the system administrator and need to configure a shared SalesOutlook database on your Exchange Server Public Folders, please refer to the SO4X – Administrator Guide for instructions.

Initial Setup (All Users)

The following procedures will be performed for each client user:

CONFIGURATION NOTICE: The user must have local machine admin rights in order to perform the installation. After installation, the user must retain Read, Write, Delete, Create, List Contents and Execute rights on the \%Program Files%\SalesOutlook installation folder in order for SalesOutlook to function properly.

1. With Outlook closed, run the Setup.msi file provided by SalesOutlook.

2. After the install is complete, reboot the computer.

3. Open Outlook 2000 (Exchange users connect online) and Log in as the user.

MOBILE / OFFLINE CLIENTS ONLY proceed to step # 4 below

(LAN Users should proceed to instruction #1 on page #15 - Setting the Account Profiles Folder, User Name, and User Alignment Number for LAN and Mobile Clients)

4. Display the Folder List by selecting View / Folder List from the toolbar if it’s not already showing.

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5. Navigate to the SalesOutlook folder in the Public Folders structure and highlight the SalesOutlook folder.

NOTE: Please contact your Exchange administrator to find out where the SalesOutlook folder structure was installed. Normally, SalesOutlook is installed under Public Folders / All Public Folders /SalesOutlook.

6. Choose File | Folder | Add to Public Folder Favorites.

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7. Click on the Options>>> button and select the following options:

a. Add subfolders of this folder

i. Add all subfolders

b. Automatically add new subfolders

i. Add all subfolders.

c. Click Add.

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8. Navigate to the Account Profiles folder under Public Folder / Favorites / SalesOutlook and right click on the folder name (Account Profiles).

TIP: To navigate down to this folder you’ll need to click on the plus sign to expand these folders. Right mouse click on the Account Profiles folder and select “Add to Outlook Bar”. Repeat this for all folders that you want your users to see on the shortcut bar.

BEST PRACTICE: SalesOutlook recommends using the Add/Action Drop Down on the SalesOutlook toolbar to navigate the system rather than relying on the Outlook shortcut bar because its shortcuts can break. The SalesOutlook Add/Action Drop Down’s “Switch to ” feature navigates Outlook based on the SalesOutlook database you are configured to use. This gives users 2-click access to key SalesOutlook folders while viewing any folder inside Outlook, and it also helps to improve the stability of Outlook and SalesOutlook since the path of navigation is always consistent. Train users to use the Add/Action Drop Down on the SalesOutlook Toolbar for their basic SalesOutlook operations, including folder navigation.

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OPTIONAL - Offline Folder Settings (Mobile Clients Only)

1. To setup offline users, choose Tools | Synchronize | Offline Folder Settings… from the Outlook menu.

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2. Navigate to the SalesOutlook folder located under Public folder/Favorites. Expand all SalesOutlook folders by selecting the plus sign. Select the checkbox next to each SalesOutlook folder to synchronize offline. Then confirm that all of your “default” mailbox folders are also checked to be available offline (including your Drafts, Deleted Items, and Sync Failures folders).

3. Under Options, check the box to “Download offline address book”. Also, check the box to “Synchronize forms”. Then click the Settings button and configure the Offline Address Book to contain Full Details and then click OK.

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OPTIONAL - Filtering Offline Data (Mobile Clients Only)

1. To filter users, click on the Filter Selected Folder button. Click on the Advanced tab. (The Filter Selected Folder button is located under Tools | Synchronize | Offline Folder Settings.)

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2. Select Field | User Defined Field | and select Account Manager, Team or Alignment depending on how you want to filter your records.

NOTE: Account Manager is the most common filter.

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3. Enter the user’s name if using the Account Manager field to filter the data or if using alignment number, select alignment number as the field and fill in the user’s designated alignment number. Click on “Add to List”. Click OK. Repeat for all folders that need filtering.

NOTE: SalesOutlook, Dropdowns, Products, System Folder and the Reports folders should not be filtered. Synchronization Filters should only be created or modified while working Connected to the Exchange Server.

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Outlook Settings / Configuration (All Users)

The final configuration steps involve setting the Account Profiles Folder location, the User’s Name, and the User’s Alignment Number (if used) for all LAN & Mobile Clients:

1. Select Tools | Options from the Outlook menu bar and select the SalesOutlook Folder Settings tab. Click on the button to the right of the Account Profiles field.

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2. Navigate to Public Folders\Favorites\SalesOutlook\Account Profiles. Click OK.

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3. Click on the Button next to User Name.

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4. Navigate to your name and click to highlight. Copy your name to the right column by clicking the User button and then click OK.

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5. Click Apply. Select Yes to map your data now.

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6. If using the alignment feature, type in the User Alignment number. Your administrator should have setup each SalesOutlook user with an alignment number.

Note: User alignment is only used for organizations that have a hierarchal sales structure (Region, Division, and Territory). This field can be left blank if you do have this type of organizational hierarchy or if you have decided not to use Alignment number.

7. Mobile clients need to synchronize their offline folders before exiting. To synchronize, go to Tools | Synchronize and synchronize your SalesOutlook folders. Mobile clients should then exit Outlook and reconnect to work Offline.

8. The SalesOutlook Client configuration for Outlook 2000 is now complete.

Office 2000 / Outlook 2000 Support

Due to known flaws in Office 2000, and especially in Outlook 2000, SalesOutlook will no longer officially support Office / Outlook 2000 as of January 1, 2006. This is due to the fact that mainstream support from Microsoft for the 2000 versions of Microsoft Office officially ended and Microsoft will no longer be releasing service packs and/or bug fixes for Office 2000 products. Therefore, there are no known resolutions to certain issues that users experience when operating SalesOutlook within Outlook / Office 2000.

Please include plans to upgrade all instances of Office / Outlook 2000 to Office / Outlook XP SP3 or later. However, you may continue to use SalesOutlook with Outlook / Office 2000 SR-1a or later, but some functionality may be reduced and certain exceptions may be thrown from time to time that diminishes the experience and productivity of SalesOutlook users running Office / Outlook 2000. SalesOutlook, Inc. will not be able to assist you or resolve these issues as long as you run SalesOutlook on an unsupported version of Microsoft Office. There are no known workarounds or fixes other than to upgrade Microsoft Office to a more recent version that is officially supported by Microsoft Corporation and by SalesOutlook, Inc.

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SalesOutlook

Client Setup for Outlook 2000

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