Deltek Vision® Connect for Microsoft® Outlook 7.6 Connect for Microsoft Outlook Installation Guide July 29, 2016 While Deltek has attempted to verify that the information in this document is accurate and complete, some typographical or technical errors may exist. The recipient of this document is solely responsible for all decisions relating to or use of the information provided herein. The information contained in this publication is effective as of the publication date below and is subject to change without notice. This publication contains proprietary information that is protected by copyright. All rights are reserved. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, or translated into another language, without the prior written consent of Deltek, Inc. This edition published July 2016. © Deltek, Inc. 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Installation Guide ii Contents Overview .......................................................................................................................................... 1 What is Deltek Vision Connect for Microsoft Outlook? ............................................................... 1 Connect for Microsoft Outlook Documentation ........................................................................... 2 Adding Custom Notes to This Guide ............................................................................................... 5 If You Need Assistance ................................................................................................................... 6 Customer Services ...................................................................................................................... 6 Customer Care Connect Site ...................................................................................................... 6 Downloading Deltek Products Using Deltek Software Manager ..................................................... 8 Accessing DSM Directly .............................................................................................................. 8 Accessing DSM from Within the Customer Care Connect Site .................................................. 9 DSM Documentation and Troubleshooting ................................................................................. 9 Software Requirements for Connect for Microsoft Outlook ........................................................... 10 Supported Microsoft Outlook Configurations ................................................................................. 12 Outlook Profiles and Default Email Delivery Location ............................................................... 12 Cached Exchange Mode ........................................................................................................... 13 Third-Party Outlook Add-Ins .......................................................................................................... 17 Known Incompatible Third-Party Add-Ins.................................................................................. 17 Known Compatible Third-Party Add-Ins .................................................................................... 17 Connect for Microsoft Outlook Add-Ins ..................................................................................... 18 Microsoft Office 2016 Add-Ins ................................................................................................... 18 Microsoft Office 2013 Add-Ins ................................................................................................... 18 Microsoft Office 2010 Add-Ins ................................................................................................... 18 Microsoft Office 2007 Add-Ins ................................................................................................... 19 Third-Party Add-Ins ................................................................................................................... 19 Check for Third-Party Add-Ins Installed in Outlook ................................................................... 19 Disable Third-Party Add-Ins Installed in Outlook ...................................................................... 20 Re-Enable Connect for Microsoft Outlook Add-Ins ................................................................... 20 Supported Deltek Configurations ................................................................................................... 22 Multiple Users Who Use the Same Workstation ....................................................................... 22 Users with Multiple Mail Profiles ............................................................................................... 22 Languages ................................................................................................................................. 23 Customization for User-Defined Fields and Synchronization ................................................... 23 Microsoft Office Desktop Integration (MODI) ............................................................................ 24 Licensing ................................................................................................................................... 24 Non-Supported Environments ....................................................................................................... 25 Installation Guide iii Mobile Devices .......................................................................................................................... 25 Outlook Web Access ................................................................................................................. 27 Outlook Contact Folders Without the "Contact" Name ............................................................. 27 Lotus Notes ............................................................................................................................... 27 Microsoft Outlook Delegates ..................................................................................................... 27 Vision Synchronization Server Migrations ..................................................................................... 28 Required Steps to Prevent Duplicate Contact Records ............................................................ 28 Synchronize Connect for Microsoft Outlook for the First Time ................................................. 28 Install and Configure Connect for Microsoft Outlook: New Installations ....................................... 31 Summary of Installation and Configuration Steps ..................................................................... 31 Synchronization Server and Other Migrations: Prevent Duplicate Contacts ............................ 34 Activate Connect for Microsoft Outlook ..................................................................................... 35 Select Vision Fields that Determine Duplicate Records (Duplicate Check Formulas) .............. 36 Specify Where You Want Vision Activities to Display ............................................................... 41 Provide Security Access to Connect for Microsoft Outlook Users ............................................ 43 Configuration Settings Passed from Vision to Connect for Microsoft Outlook .......................... 47 Back Up Your Outlook Data ...................................................................................................... 47 Download and Install Connect for Microsoft Outlook on a Workstation Using Vision Utilities .. 48 Download and Install Connect for Microsoft Outlook on Multiple Workstations Using Command Line Parameters ........................................................................................................................ 50 Configure Connect for Microsoft Outlook on a Workstation ...................................................... 55 Access and Use Connect for Microsoft Outlook ............................................................................ 73 Vision and Outlook Options and Functionality .......................................................................... 73 Vision Folders and Records ...................................................................................................... 74 Explorer View ............................................................................................................................ 75 Vision Toolbar ........................................................................................................................... 77 Outlook Menu Bar ..................................................................................................................... 78 Connect for Microsoft Outlook Application States ......................................................................... 80 Upgrade Installations ..................................................................................................................... 84 Upgrade Connect for Microsoft Outlook on Your Vision Web Server ......................................