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Table Of Contents

Part 1: Installing and Configuring Outlook 2007
Part 2: Install & Configure Kinamu Outlook Connector
Step 1: Install Kinamu Outlook Connector
Step 2: Setup Outlook Contact Address
Part 3: Install Configure SugarCRM for Outlook Connection
Step 1: Install SugarCRM
Step 2: Setup Email Option on SugarCRM
Step 3: Install Kinamu SugarSoap Module on SugarCRM
Step 4: Integrate Outlook 2007 with SugarCRM using Kinamu Outlook Connector
Part 4: SugarCRM Addressbook Integration
Hands-on Labs Assignment:
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Integrate MS Outlook 2007 Address Book with SugarCRM Contacts on Windows v1.0

Integrate MS Outlook 2007 Address Book with SugarCRM Contacts on Windows v1.0

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Published by Kefa Rabah
Introduction
Microsoft Outlook, formerly Microsoft Office Outlook, is a personal information manager from Microsoft. The 2007 version is available both as a separate application as well as a part of the Microsoft Office suite. Although often used mainly as an e-mail application, it also includes a Calendar, Task Manager, Contact Manager, note taking, a journal and web browsing.

It can also be used as a stand-alone application, or can work with Microsoft Exchange Server and Microsoft Office SharePoint Server for multiple users in an organization, such as shared mailboxes and calendars, Exchange public folders, SharePoint lists and meeting schedules. There are third-party add-on applications that integrate Outlook with devices such as BlackBerry mobile phones and with other software like Office & Skype internet communication. Developers can also create their own custom software that works with Outlook and Office components using Microsoft Visual Studio. In addition, Windows Mobile devices can synchronize almost all Outlook data to Outlook Mobile.

Kinamu Outlook Connector is an Outlook Plugin for Outlook 2007 that integrates Outlook to SugarCRM. The current release allows Contact and Account creation as well as emails Archiving and Address Book integration and Calendar synchronization. At the time of writing, it’s in Version 1.5 of our Outlook Connector for Outlook 2007. New Key Features include: - two way calendar synchronization - create Cases and leads directly out of your inbox - archive emails with one click when sending them.

SugarCRM is the market-leading, commercial Open Source customer relationship management (CRM) application. SugarCRM’s Open Source architecture easily adapts to any business environment by offering a more flexible, cost-effective alternative than proprietary applications. It offers a complete CRM system for businesses of all sizes. For a small business SugarCRM can be a huge time and expense saver. It requires minimal technical knowledge to get it installed and the built in web administration console and backup system allow you to feel comfortable that it’s going to keep running. Core SugarCRM functionality includes sales automation, marketing campaigns, support cases, project mgmt, calendaring and more. Built in PHP, supports MySQL, SQL Server and LDAP support allows it that cool functionality LAMP system.

Commercial open source pioneer SugarCRM is our top choice in CRM. Its trident of offerings – installed, hosted, and a good drop-in appliance – give IT the flexibility it needs, and the easy-to-use Ajax interface enhances user adoption. Users will also appreciate the offline client synchronization; integration with Microsoft Outlook and Microsoft Word is enterprise-grade.

Hands-on Lab Training: In this Hands-on Systems Integration Training Lab, we’re going undertake a step-by-step installation, configuration of MS Outlook 2007 on Windows. Next, you’ll learn how install and configure Kinamu Outlook Connector and how to integrate it with Outlook 2007 and SugarCRM. We’ll also teach how to install and configure SugarCRM on Windows. You’ll also learn how to setup Kinamu SugarSoap on SugarCRM for Outlook integration. Also, you’ll learn how to Integrate Outlook with SugarCRM using Kinamu Outlook Connector; and how to create SugarCRM Addressbook integration. Next we install and configure SugarCRM with email and Outlook Connector functionality through Kinamu SugarSoap. Finally, we’ll attempt to integrate SugarCRM with Windows Active Directory through LDAP compliance.

This project was demonstrated entirely using VMware, however, once you perfect the setup you can migrated them into physical servers if you so wish. You may also Virtual PC instead of VMware for your demo setup.
Introduction
Microsoft Outlook, formerly Microsoft Office Outlook, is a personal information manager from Microsoft. The 2007 version is available both as a separate application as well as a part of the Microsoft Office suite. Although often used mainly as an e-mail application, it also includes a Calendar, Task Manager, Contact Manager, note taking, a journal and web browsing.

It can also be used as a stand-alone application, or can work with Microsoft Exchange Server and Microsoft Office SharePoint Server for multiple users in an organization, such as shared mailboxes and calendars, Exchange public folders, SharePoint lists and meeting schedules. There are third-party add-on applications that integrate Outlook with devices such as BlackBerry mobile phones and with other software like Office & Skype internet communication. Developers can also create their own custom software that works with Outlook and Office components using Microsoft Visual Studio. In addition, Windows Mobile devices can synchronize almost all Outlook data to Outlook Mobile.

Kinamu Outlook Connector is an Outlook Plugin for Outlook 2007 that integrates Outlook to SugarCRM. The current release allows Contact and Account creation as well as emails Archiving and Address Book integration and Calendar synchronization. At the time of writing, it’s in Version 1.5 of our Outlook Connector for Outlook 2007. New Key Features include: - two way calendar synchronization - create Cases and leads directly out of your inbox - archive emails with one click when sending them.

SugarCRM is the market-leading, commercial Open Source customer relationship management (CRM) application. SugarCRM’s Open Source architecture easily adapts to any business environment by offering a more flexible, cost-effective alternative than proprietary applications. It offers a complete CRM system for businesses of all sizes. For a small business SugarCRM can be a huge time and expense saver. It requires minimal technical knowledge to get it installed and the built in web administration console and backup system allow you to feel comfortable that it’s going to keep running. Core SugarCRM functionality includes sales automation, marketing campaigns, support cases, project mgmt, calendaring and more. Built in PHP, supports MySQL, SQL Server and LDAP support allows it that cool functionality LAMP system.

Commercial open source pioneer SugarCRM is our top choice in CRM. Its trident of offerings – installed, hosted, and a good drop-in appliance – give IT the flexibility it needs, and the easy-to-use Ajax interface enhances user adoption. Users will also appreciate the offline client synchronization; integration with Microsoft Outlook and Microsoft Word is enterprise-grade.

Hands-on Lab Training: In this Hands-on Systems Integration Training Lab, we’re going undertake a step-by-step installation, configuration of MS Outlook 2007 on Windows. Next, you’ll learn how install and configure Kinamu Outlook Connector and how to integrate it with Outlook 2007 and SugarCRM. We’ll also teach how to install and configure SugarCRM on Windows. You’ll also learn how to setup Kinamu SugarSoap on SugarCRM for Outlook integration. Also, you’ll learn how to Integrate Outlook with SugarCRM using Kinamu Outlook Connector; and how to create SugarCRM Addressbook integration. Next we install and configure SugarCRM with email and Outlook Connector functionality through Kinamu SugarSoap. Finally, we’ll attempt to integrate SugarCRM with Windows Active Directory through LDAP compliance.

This project was demonstrated entirely using VMware, however, once you perfect the setup you can migrated them into physical servers if you so wish. You may also Virtual PC instead of VMware for your demo setup.

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Published by: Kefa Rabah on Jan 18, 2010
Copyright:Attribution Non-commercial
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