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WiscCal (Outlook Connector) - Oracle Connector for Outlook Installation

This document provides steps for installing/configuring Oracle Connector for Outlook.

IMPORTANT: Outlook Connector does not co-exist or function properly with many add-ins for Outlook. If you experience problems such as connectivity, crashing, or freezing, please disable all your add-ins for Outlook and reinstall the Outlook Connector.

Important: Even though this version of Oracle Connector for Outlook is not yet fully supported for Windows 7 by Oracle, we have been successful in installing and using this version with Outlook 2003 and 2007.

This document contains the following topics:

New in Oracle Connector for Outlook

The following highlights what is new in this release:

Configuration and Deployment

  • Support for recognizing unique services within a profile
  • POP mail server support
  • Multiple options for configuring automatic updates of offline folders
  • Ability to install automatic updates from the About dialog box or from a new system tray icon notifying you when updates are available
  • New system tray icon providing server status information

Troubleshooting

  • New interface allows log generation and a way to provide feedback to Oracle Support
  • Option to enable highly descriptive log files for diagnosing errors
  • Additional details available when generating a report package

Features

  • Improved support for third-party products working with Outlook
  • Additional support for features available in Outlook with Microsoft Exchange
  • Option to back up your personal folders before resetting them
  • Interactive progress bar for enhanced user feedback
  • Ability to send and receive messages while you are working offline
  • Ability to customize the display range for your Calendar folders
  • Support for attaching linked and embedded objects into messages
  • Ability to expand distribution lists in e-mails and meeting requests
  • Support for attaching and forwarding any Outlook data file types
  • Support for the automatic preview of messages
  • Ability to cancel opening large messages
  • Ability to preserve the format of e-mails sent as rich text
  • Improved interface navigability for configuring options

Performance optimizations

  • Ability to access the mail and calendar servers in parallel
  • Messages that have been opened are automatically synchronized for offline use
  • Ability to cancel name resolutions
  • Ability to continue working in Outlook, including opening messages, while downloading the Global Address List or message headers
  • Ability to load several mail folders simultaneously
  • Newest messages are downloaded first

Installing Oracle Connector for Outlook

This section includes the following topics:

System Requirements

Table 1 Oracle Connector for Outlook System Requirements

Requirement Value

Operating Systems
  • Microsoft Windows Vista (any version)
  • Microsoft Windows 2000
  • Microsoft Windows 2003 Server
  • Microsoft Windows XP Home or Professional

Notes

  • Administrative privileges are required to install Oracle Connector for Outlook on Microsoft Windows 2000, Windows XP, Windows 2003 Server, and Windows Vista.

  • Windows 2000 SP2 or higher is required. Windows XP Service Pack 1 or higher is required. Oracle recommends Windows 2000 Service Pack 4 and Windows XP Service Pack 2. Windows XP SP2/SP3, Windows 2003 Server SP1/SP2, and Windows Vista SP1 has been certified to date.

Disk Space

200 MB minimum

Hard disk usage varies according to configuration. Custom installation options may require more or less hard disk space. The amount of online data the user accesses may also affect the disk space requirement.

RAM

Refer to the RAM requirements of your Microsoft Outlook client.
Microsoft Outlook
  • Microsoft Outlook 2007 (with Service Pack 1)
  • Microsoft Outlook 2003 (with Service Pack 3)
  • Microsoft Outlook 2002 (with Service Pack 3)
  • Microsoft Outlook 2000 (with Service Pack 3)

Notes:

  • Oracle certified and recommends the latest service pack versions to date as mentioned above. However, other service packs also work and has been user certified with Oracle Connector for Outlook.

  • A native language version or Multilingual User Interface Pack (MUI) is required for non-English version localization.

Calendar Server

Oracle Calendar server 9.0.4.2.x, 10.1.x and above.

Note: Oracle Calendar server 10.1.2.x is recommended.

E-mail Servers
  • Oracle Mail server 9.0.4.2.x, 10.1.x and above: Simple Mail Transfer Protocol (SMTP), Internet Message Access Protocol 4 (IMAP4), and POP3)
  • Other e-mail servers whose implementations are based upon the open standards of SMTP, POP3, and IMAP4

Note: Oracle Mail server 10.1.2.x is recommended. Reference IMAP4 implementations of CMU Cyrus and University of Washington.

Conduits & Application for PDA & Smartphone Synchronization

  • ActiveSync

    • 4.1 for Pocket PC devices

    • 4.2 or 4.5 for 'Windows Mobile 5' and 'Windows Mobile 6' devices

      Note: ActiveSync 4.5 only supports Outlook XP or later.

  • Windows Mobile Device Center (WMDC) for Windows Vista

    • 6.1 or 6.2 for 'Windows Mobile 5' and 'Windows Mobile 6' devices

      Note: WMDC 6.1 for Vista only supports Outlook 2003 or later.

  • iPhone and iPhone 3G Synchronization

    • OutlookSyncClient with iTunes 7.4.2.4 or 7.7.0.43 or 7.7.1

      Note: Some limitations such as I) modified recurring meeting instances (exceptions) from iPhone is not synchronized back to OCFO, and II) new recurring meetings created from iPhone does not get synchronized with Outlook (with or without OCFO).

      Note: iPhone 3G device update 2.0 or higher is recommended as they have critical Calendar and Contact sync related fixes. iPhone could only be synched with Outlook 2003 or higher using iTunes. This is an iPhone sync requirement.

  • PocketMirror 3.1.6 to 4.1.x

    Note: Chapura PocketMirror is used with Palm Desktop and Palm HotSync to synchronize with Palm devices.

  • Palm Desktop 4.1.4 'Extended version' to synchronize directly between Oracle Connector for Outlook and Palm devices.

  • Blackberry Desktop Manager (BDM) 3.6.0 to 4.1.1.x

    Note: Versions after 3.6.0 require the " Oracle Connector BBDM Patch 1.1" to synchronize with BlackBerry devices. BDM version 4.2 or higher is not supported due to changes made in the BDM software.

Preinstallation Requirements

Before installing Oracle Connector for Outlook, verify that the following requirements are met:

  • A supported Microsoft Outlook version installed on a supported platform

  • Administrative privileges for installing Oracle Connector for Outlook on Microsoft Windows 2000, Microsoft Windows XP, and Microsoft Windows Vista

  • Microsoft Outlook 2000 installed in the Corporate or Workgroup (CWG) mode

    To verify the Microsoft Outlook configuration, select Options, Mail Services, and Reconfigure Mail Support from the Tools menu.


    Caution: If you use offline folders, synchronize your offline folders before upgrading to avoid loss of information.

Installation Instructions


Notes:

  • If you have upgraded your Microsoft Outlook installation, then you must reinstall Oracle Connector for Outlook.

  • An upgrade from 10.1.2.x will reset your Oracle Connector for Outlook local storage and restore the default Send/Receive and View settings. Back up any client-side e-mail rules or PDA data before upgrading.

  • In Office Outlook 2007 manual profile configuration for server settings is required when creating a new OCFO profile. To configure the Mail settings, use either 'Control Panel (Classic View) >> Mail' or 'Control Panel >> User Accounts >> Mail' not the Oracle Connector Configuration Wizard.

To install Oracle Connector for Outlook:

  1. Exit all Microsoft Windows applications.

  2. Download the latest version of the Oracle Connector for Outlook.

  3. When the download has finished, open the archive and run the executable con_outlook_XXXX_XX.exe to begin the installation.

  4. Click Next on the Welcome screen of the InstallShield wizard.

  5. Enter your User Name and Organization in the Customer Information screen. Click Next to continue.

  6. Click Next to install in the default folder.

  7. Select the languages you want to install. The left pane contains possible languages, while the right pane displays languages that will be installed. Click Next to continue.

    Languages

  8. Click Install to begin the installation.

  9. Click Finish to start the Configuration wizard. If you intend to configure Oracle Connector for Outlook later, deselect Start Oracle Connector Configuration Wizard, which is selected by default.

Configuring Oracle Connector for Outlook

  1. If it is not running, go to Start | All Programs | Oracle Connector for Outlook and click on "Oracle Connector Configuration Wizard". At the Welcome screen, ensure that Outlook is closed and press Next to begin configuring the connector.

    Welcome Screen

  2. The Wizard will then ask you which Profile you want to install to. Select a Profile and click Next to continue.

    (Note: If you have multiple Profiles listed, it is important to install the connector to the one that Outlook uses. Go into the Mail Control Panel, and by hitting the Show Profiles... button, you can see which Profile Outlook uses, or choose to be prompted when Outlook starts.)

    Profile Settings

  3. Enter the following calendar settings:

    • Server Name: wisccal1.services.wisc.edu
    • Account Name: *your NetID*
    • Password: *your password*

    Server Settings

  4. If you will be connecting to a mail server from within the Oracle Outlook Connector, fill in the mail sections. If you are using WiscMail or WiscMail Plus, we highly recommend that you configure within this profile.

    Enter the following mail settings:

    • Incoming Server Name: wiscmail.wisc.edu
    • User Name: *your NetID* (or your WiscMail Plus account)
    • Password: *your password*
    • Outgoing Server Name: smtpauth.wiscmail.wisc.edu

    Note: place a checkmark within the 'Use same password for all servers' box if that is the case.

  5. Click on the More Settings ... button.

  6. Within the 'Calendar' tab, make sure the "Display format" contains the middle initial when displaying user accounts.

    Calendar display format Settings

  7. Within the 'Incoming Mail' tab, make sure 'SSL' is selected and the server port is set to '993'.

    Calendar IM settings

  8. Within the 'Outgoing Mail' tab, under "General" settings, make sure 'SSL' is selected and the server port is set to '465'.

    Calendar OM general settings

  9. Within the 'Outgoing Mail' tab, under "Authentication" settings, make sure you have proper account credentials configured.

    Calendar OM authentication settings

  10. Within the 'Outgoing Mail' tab, under "E-mail" settings, make sure you have the proper account credentials configured.

    Calendar OM email settings

  11. Click on Apply. Then click on OK.
    Click on Next to complete the configuration.

  12. If possible, check the box labeled Set as Default Profile and click Finish to finalize the installation.

    Final Screen

    13. Important: Within Outlook, in the Calendar section, your WiscCal Calendar will be listed as Calendar along with the local calendar called 'Calendar in Personal Folders'. Place a checkmark on this Calendar to retrieve updates from the WiscCal server and see your WiscCal appointments.

    Outlook

    Note: If this was an update from a previous version, please make sure to verify/update your filtering options by using the following document: WiscCal (Outlook Connector) - Past Meetings Beyond Two Weeks Old do not Show

    Note: There are other settings/options you may want to review and set according to your needs. Please review the following document to set these options: WiscCal (Outlook Connector) - Outlook Connector Preferences / Options

Resolved Limitations

Resolved Limitations: Oracle Connector for Outlook Release 10.1.3.0.10

Bug # Description
6678674 Oracle Connector for Outlook does not work with Office Outlook 2007
7140543 In some cases message attachments or embedded image attachments are not showing in OCFO 10.1.3.0.9
7007500 Interoperability issue between Desktop Calendar or the Web Calendar with Oracle Connector for Outlook when saving Mobile 2 phone numbers in the Contacts. Mobile 2 phone numbers are not shown in Oracle Connector for Outlook
7151361 Outlook 2007 specific: Opening other users folder from the File menu did not show any user name in the dialog after a name was selected from the Global Address List
7151488 Outlook 2007 specific: In certain scenarios Outlook may crash when creating meetings from Recourse Scheduling form
7151547 Outlook 2007 specific: In certain scenarios Outlook may crash or hang when opening if closing meetings in other users Calendar folder
7151802 Outlook 2007 specific: In the folder view users cannot mark several messages in the Inbox as Read/Unread all together
7151840 Outlook 2007 specific: When synching Windows Mobile 6 devices with Oracle Connector for Outlook, the synchronization of the Sticky Notes did not complete properly
7159338 Outlook 2007 specific: In certain scenarios selecting different messages took longer time than usual to open after using the client for extended  period of time
7151571 Outlook 2007 specific: The are no customer control related to joining Oracle Web Conferences form the Calendar meeting form
7247575 Outlook 2007 specific: in some scenarios Calendar meetings get duplicated when accepting a meeting invite using Oracle Connector for Outlook
7151471 Outlook 2007 specific: Layout issues in the Delegate control dialog under the Tools | Options menu. The are are buttons overlapping the text box
7301759 Outlook 2007 specific: The Recourse Scheduling button has wrong name and function in the Tool Bar from the in the Calendar folder
7301763 Outlook 2007 specific: In some scenarios the "Respond to all" option is not available when right-click on meeting invites in the Calendar
7301748 Outlook 2007 specific: In certain scenarios manually downloading the GAL with the Address Book open may hang or freeze Outlook temporarily

See Also:



Keywords: WiscCal Outlook connector native client install configure Oracle Calendar meeting appointment ocfoDoc ID: 2356
Owner: Ara M.Group: WiscCal
Created: 2003-10-17Updated: 2009-09-14
Sites: Help Desk, WiscCal

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