Outlook Sync logotype

Outlook Sync Installation and Configuration

  1. Outlook Sync Project Description
  2. Outlook Sync Functions
  3. Outlook Sync Future User Stories
  4. Outlook Sync Plugin Installation and Public Webservice
  5. Own webservice usage in Outlook plugin
  6. Outlook Sync Web-Service Installation
  7. Outlook Sync Web-Service Configuration
  8. Licensing
  9. Development Support
Outlook Synchronization

Outlook Sync Project Description

Outlook Sync project consist from two parts

Outlook Sync Plugin

The Outlook Sync Plugin can be installed to users' computers and enable functionality to push any emails from MS Outlook to your server. You can use it with our public test service or install and configure your own server to work with plugin.

Outlook Sync Web Service

The Outlook Sync Web Services is a service that accepts push commands from Outlook Sync Plugin and implements all business logic with the data on server side.
You can install and configure our test web-service that will receive your emails from MS Outlook and store them into your selected location.
Or you can implement your own web-service according our documentation.
Web-service can be implemented in any programming language like .NET, PHP, Java, Python, or other.
We provide documentation/WSDL and demo web-service in .NET.

Outlook Synchronization Plugin

Outlook Sync Functions

  1. Configure Plugin to set server details and user credentials.
  2. Installer for plugin as an MSI distribution package.
  3. Functions to push email content to server by selecting emails and pressing the "Sync" button in Outlook Toolbar.
  4. Outlook Sync allow you to get responses from web-service with a web page address that can be opened in any web browser.
    This means that you can open desired web page (CRM page, database page, etc.) with your imported e-mail and do other manipulations in your desired application.
  5. View synchronization log. You can check a log of synchronized mails to know when they were synchronized.

Stay connected for possible future user functions

More functions can be implemented upon request. Thus, if you want to see these or other functions in the application, we need your feedback. Feel free to contact us.

Approximate list of future user stories is:

  • Automatically import ALL your e-mails to webservice (and it will send them to database, CRM, CMS, mailing tool, etc.)
  • Synchronize only emails from your CRM contacts.
  • Receive confirmation of unknown contacts mails synchronization.
  • Resync all or selected e-mails again.
  • Automatic background e-mail synchronization.
  • Advanced configuration options like setting auto sync interval, custom actions after import, selecting account[s] to synchronize, etc.
Outlook Synchronization

Outlook Sync Plugin Installation and Public Webservice

  1. You have to download Outlook Sync Plugin from our download page.
  2. Launch the downloaded file and follow the installer instructions.
  3. After installation, you will see following panel in your Outlook. This is from the Microsoft Outlook 2013 interface, but this add-on will work with Microsoft Outlook 2007 and Outlook 2010 as well.
    Outlook Sync Configuration
  4. Press the Configuration button and you will be prompted to enter webservice URL.
  5. Public Outlook Sync Service URL
    Enter
    http://webservice.outlook-sync.com/
    as shown on the screenshot above and press "Save". (You can not access this website address from your browser).

    Please understand, that this is public service and it can be accessed by anyone, so please do not post any valuable information like personal details or access details here.

  6. After this simple configuration the Sync button become active. You will be able to select e-mail and press Sync button to have it flushed to webservice.
  7. If you open your email, the button will look similar to the button in the screenshot; it syncs the email to the webservice.
    Outlook Synchronization from opened email
Outlook Synchronization

Your own web service usage in Outlook plugin

  1. Open the Configuration window
    Open Configuration window
  2. Specify your installed webservice URL: http://[your IP or domain name]/[outlook webservice alias]/OutlookSyncService.svc for example:
    http://192.168.0.250/OutlookSyncService/OutlookSyncService.svc
    .
  3. You should install and configure your own Outlook Sync Webservice.
Outlook Synchronization

Outlook Sync Web-Service Installation

Precondition: Windows Server 2008 or higher, IIS7, .NET Framework 4.0 or higher, ASP.NET MVC3.

  1. Download Outlook Sync Web Service from one of the source-code repositories. SourceForge, GitHub, Google Code.
  2. Unpack archive, if needed.
  3. Compile source code using Visual Studio 2012. (You can compile it with MS Visual Studio 2010 using source control).
    You should have folder /server/OutlookSyncService/bin with binaries.
  4. Copy the OutlookSyncService folder to some folder on server, say: C:\inetpub\wwwroot\. This is default IIS folder.
  5. Open "Control Panel\All Control Panel Items\Administrative Tools".
    Control Panel\All Control Panel Items\Administrative Tools
  6. Open "Internet Information Services (IIS) Manager".
  7. Right click On "Default Web Site" and select "Add Application" item in menu.
    Right click On Default Web Site and select Add Application item on menu
  8. Specify Alias, for example: OutlookSyncService.
    Specify Alias, for example: OutlookSyncService
  9. Press the "Select" button to specify Application pool.
  10. Select "ASP.Net v4.0 Classic" from "Application pool" menu and press "OK" button.
    Select ASP.Net v4.0 Classic from Application pool menu and press OK button
  11. Press "..." button near "Physical path" field, specify Root-folder with service (from step 4) and press "OK" button.
    Press ... button near Physical path field, specify Root-folder with service and press OK button
  12. Press "OK" button to create Outlook Sync web-service.
Outlook Synchronization Shadow

Outlook Sync Web-Service Configuration

  1. Change following section of Web.config file according to your server address or name.
    <appSettings>
    		<add key="webpages:Version" value="1.0.0.0" />
    		<add key="ClientValidationEnabled" value="true" />
    		<add key="UnobtrusiveJavaScriptEnabled" value="true" />
    		<add key="SiteUrl" value="http://YOUR.SERVER.IP/OutlookSyncService" />
    </appSettings>
    
  2. Select the created Outlook service on the Default Web Site tree and Open "Authentication" window.
    Select created Outlook service on the Default Web Site tree and Open Authentication window
  3. With help of the context Menu you need to enable:
    • Anonymous Authentication
    • Forms Authentication.
    With help of context Menu you need to enable: Anonymous Authentication, Forms Authentication
  4. Select the created Outlook service on the Default Web Site tree and Open "MIME Types" window:
    Select created Outlook service on the Default Web Site tree and Open MIME Types window
  5. Make sure that .msg extension presented in MIME Types list.
  6. If you did not find .msg extension, then you need create one:
    • Select "Add" value from context menu
      If you did not find .msg extension, then you need create it: Select Add value from context menu
    • in "file name extension" field specify ".msg"
    • in "MIME type" field specify "application/vnd.ms-outlook".
      On file name extension field specify .msg, on MIME type field specify application/vnd.ms-outlook
  7. Open Properties for "Messages" folder in Root-service folder
    Open Properties for Messages folder on Root-service folder
  8. On the Security tab give "Write" and "Modify" permissions for IIS_USERS:
    On Security tab give Write and Modify permissions for IIS_USERS:

Outlook Sync Troubleshooting

If you have got following error:

Parser Error Message: Could not load file or assembly 'System.Web.Helpers, Version=1.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35' or one of its dependencies. The system cannot find the file specified.

you must install ASP.NET MVC3.

Outlook Synchronization Troubleshooting

Licensing

This project is free to use for non-commercial or research purposes.
If you need to purchase commercial license, please contact us.

Outlook Synchronization Licensing

Development Support

If you need any help with web-service installation, configuration, other custom development, even not related to the project or Outlook plugins, please contact us. We use software development company DevelopEx and they provide affordable and high-quality outsourcing options for you.