NAV 2009 R2 Classic Client - Outlook Sync

Maik_Swiss

HI out there,

i have some trouble with the Outlook Add-In and hope somebody has a hint for me to solve it.

Some details.

NAV Server 2009 R2 is running with the standard database on a Windows SBS 2011 Standard Server.
The Server also holds the Exchange Server and the DC.
The Clients use the Classic Client to connect to the NAV Server.
Win 7 Pro is running on the clients.

All updates and service packs are installed.

So i tried to set up Outlook Add-In to sync the contacts between NAV and outlook.
First i created a windows login user with super rights in NAV. I tired the connection with NAV ClassicClient and it works fine.
Than i tried to configure the Outlook Sync. On the Settings page i select the server and it showed me the company's by drop down menu.

I chooses the right one and tried to connect... but i always get a time out here.

NAV says i should config the timeout but i dont know where it need to be set.
Also i dont understand...
When i change the server name i get an error (sure..because its not there) .. and cant choose the company.
So my server should be fine and it let me choose from the drop down the company.
There must be a communication or not??


Any ideas help solutions?

Sorry for my not that good English... i hope you get the point of my question.


Many thx for your input!

greetings from Switzerland
Maik

Maik_Swiss

If there are missing data's to help, pls. let me know i will post them asap.

good day

Maik

mohana_cse06

Maik_Swiss wrote:

So i tried to set up Outlook Add-In to sync the contacts between NAV and outlook.
First i created a windows login user with super rights in NAV. I tired the connection with NAV ClassicClient and it works fine.
Than i tried to configure the Outlook Sync. On the Settings page i select the server and it showed me the company's by drop down menu.

I guess you are doing above steps in Outlook setup..

Did you set Outlook Synch. User Setup in navision?

Maik_Swiss

mohana_cse06 wrote:

I guess you are doing above steps in Outlook setup..
Did you set Outlook Synch. User Setup in navision?

[/quote]

In NAV i only created the Windows Login Account with Super rights.
In Outlook i can only set the server name and choose the company ... but than i don't have any connection.

Wonder if there are more things to do in NAV?

regards
Maik

mohana_cse06

You need to do a setup in Navision under
Administration-->Application Setup-->Microsoft office outllok Integration-->Outlook Synch. User Setup

Maik_Swiss

mohana_cse06 wrote:

You need to do a setup in Navision under
Administration-->Application Setup-->Microsoft office outllok Integration-->Outlook Synch. User Setup

ah sorry.. i added the users there.

I think the main problem is the connection. What makes me wonder is, when add the server under Outlook settings i can choose from list the company..so there must be a kind of communication. When i than try to connection i get a timeout.


greetings

mohana_cse06

You have to register it from Setup->Register in change log Setup...

You have to create a Sales Person for tasks and meetings..etc..

Its better you do it with help of your senior who has already done before..

its not simply run the exe and do the setup in Outlook setup..

Maik_Swiss

mohana_cse06 wrote:

You have to register it from Setup->Register in change log Setup...

You have to create a Sales Person for tasks and meetings..etc..

Its better you do it with help of your senior who has already done before..

its not simply run the exe and do the setup in Outlook setup..

thx mohana,

our customer only wants to sync his contacts, is it also necessary to add a Sales Person?
i would aks my senior... hes a good programmer but never used outlook add-in before, so he gave me this job.

someday it will work *dream*

greetings
Maik

Maik_Swiss

i added a sales person ... same code like the windows login
still no connection to the server.


two MS products.... no comment ](*,)

mohana_cse06

Please follow these steps
http://msdn.microsoft.com/en-us/library/dd338966.aspx

Maik_Swiss

FINISHED!!


Many thx to all who has helped out and gave hints tips and co.
I finally managed to configure the sync.


My error was the App Server - SnapIN told me its started but the service itself was not.
I added a new service with NAS "installasservice" and changed the runas settings and it works.


thx all


greetings