Microsoft Outlook Integration for ApplicationXtender 6.0

Microsoft Outlook Integration for ApplicationXtender 6.0 Integration Guide 300-008-270 REV A01 EMC Corporation Corporate Headquarters: Hopkinton, MA 01748-9103 1-508-435-1000 www.emc.com

Copyright 1994-2009 EMC Corporation. All rights reserved. Published March, 2009 EMC believes the information in this publication is accurate as of its publication date. The information is subject to change without notice. THE INFORMATION IN THIS PUBLICATION IS PROVIDED AS IS. EMC CORPORATION MAKES NO REPRESENTATIONS OR WARRANTIES OF ANY KIND WITH RESPECT TO THE INFORMATION IN THIS PUBLICATION, AND SPECIFICALLY DISCLAIMS IMPLIED WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Use, copying, and distribution of any EMC software described in this publication requires an applicable software license. For the most up-to-date listing of EMC product names, see EMC Corporation Trademarks on EMC.com. All other trademarks used herein are the property of their respective owners. 2 Microsoft Outlook Integration for ApplicationXtender Integration Guide

Contents Preface... 5 Chapter 1 Chapter 2 Integrating with ApplicationXtender Before Configuring Outlook for AppXtender... 8 Installing Outlook for AppXtender... 8 Preparing an Application in AppXtender... 9 Configuring Outlook for AppXtender... 10 Creating a Target... 10 Optional Target Configurations... 12 Mapping Fields for a Folder... 18 Optional Folder Configurations... 23 Using Outlook for AppXtender... 29 Launching AppXtender from Outlook... 29 Exporting Outlook Items to AppXtender... 29 Cancelling Export of Items to AppXtender... 30 Uninstalling Microsoft Outlook Integration for AppXtender Uninstalling... 32 Index... 33 Microsoft Outlook Integration for ApplicationXtender Integration Guide 3

Contents 4 Microsoft Outlook Integration for ApplicationXtender Integration Guide

Preface This document provides instructions on how to install, configure, administer, and use the Microsoft Outlook Integration for ApplicationXtender (Outlook for AppXtender). As part of an effort to improve and enhance the performance and capabilities of its product lines, EMC periodically releases revisions of its hardware and software. Therefore, some functions described in this document may not be supported by all versions of the software or hardware currently in use. For the most up-to-date information on product features, refer to your product release notes. If a product does not function properly or does not function as described in this document, please contact your EMC representative. Audience Related Documentation The information in this document is intended for system administrators who are responsible for installing software and maintaining the servers and clients on a network. The information in this document is also intended for users who are responsible for adding AppXtender documents from Microsoft Outlook. Post-release information is contained in the Release Notes for this product. This document is available at http://powerlink.emc.com. Refer to the web site periodically to view the latest Release Notes. Related documents include: Microsoft Outlook Integration for ApplicationXtender Quick Reference ApplicationXtender Core Components Administrator s Guide ApplicationXtender Administrator s Quick Reference ApplicationXtender Desktop Installation Guide Microsoft Outlook Integration for ApplicationXtender Integration Guide 5

Preface ApplicationXtender User s Guide ApplicationXtender User s Quick Reference ApplicationXtender Technical Notes Most of these documents can be found in the AppXtender media kit. All documents are in Adobe Acrobat Portable Document Format (PDF), and can be viewed by downloading and installing the Adobe Acrobat Reader. The Reader is available directly from Adobe at www.adobe.com. To install and use the Reader on the preferred platform, refer to the instructions on the Adobe web site. Conventions Used in this Document EMC uses the following conventions for special notices. Note: A note presents information that is important, but not hazard-related.! CAUTION A caution contains information essential to avoid data loss or damage to the system or equipment. The caution may apply to hardware or software.! IMPORTANT An important notice contains information essential to operation of the software. The important notice applies only to software. Where to get help EMC support, product, and licensing information can be obtained as follows. Product information For documentation, release notes, software updates, or for information about EMC products, licensing, and service, go to the EMC Powerlink website (registration required) at http://powerlink.emc.com Technical support For technical support, go to EMC Customer Service on Powerlink. To open a service request through Powerlink, you must have a valid support agreement. Please contact your EMC sales representative for details about obtaining a valid support agreement or to answer any questions about your account. 6 Microsoft Outlook Integration for ApplicationXtender Integration Guide

1 Integrating with ApplicationXtender Microsoft Outlook Integration for ApplicationXtender (Outlook for AppXtender) integrates the ApplicationXtender (AppXtender) software with the Microsoft Outlook messaging and collaboration client. This chapter describes how to install, configure, and use Outlook for AppXtender. Before Configuring Outlook for AppXtender... 8 Configuring Outlook for AppXtender... 10 Using Outlook for AppXtender... 29 Integrating with ApplicationXtender 7

Before Configuring Outlook for AppXtender The following sections describe tasks that must be performed before you can configure Outlook for AppXtender: Installing Outlook for AppXtender Preparing an Application in AppXtender Ensure that AppXtender and Outlook are already installed on the computer on which you intend to install Outlook for AppXtender. Installing Outlook for AppXtender Outlook for AppXtender is installed as part of the complete installation for ApplicationXtender Desktop. It is available as an option under Document Manager on the setup component tree. If Outlook for AppXtender was not been installed during the ApplicationXtender Desktop: 1. Run ApplicationXtender Desktop setup and click Next on the Welcome Page. The Program Maintenance page appears. 2. Select Modify. The Custom Setup page appears. 3. Select the plus sign to expand the tree for Document Manager. 4. Select the option for Microsoft Outlook Integration. A drop-down menu appears. 5. Select This feature will be installed on local hard drive. 6. Click Next. 7. Follow the prompts to complete the installation. Refer to ApplicationXtender Desktop Installation Guide for more information on running the ApplicationXtender Desktop setup. 8 Microsoft Outlook Integration for ApplicationXtender Integration Guide

Preparing an Application in AppXtender Before you configure Outlook for AppXtender, make sure that the AppXtender index fields to which items will be exported are using the Text data type. You can use Application Generator to create an AppXtender application with Text index fields or to modify the index fields of an existing AppXtender application. For more information, refer to the ApplicationXtender Core Administrator s Administrator s Guide. Also make sure that the AppXtender index fields are long enough to accommodate the values exported from Outlook fields. If an Outlook field value is longer than the corresponding AppXtender index field, the value is truncated without warning. The following table indicates the length that you should use for each type of Outlook field: Table 1 Recommended Length of AppXtender Index Fields Outlook Field Length of AppXtender Index Field All date or time fields 20 Importance 6 Item Type 15 File Type 23 Recurrence State 13 Busy Status 13 For all other Outlook fields, such as Subject for an e-mail message, the length required depends on individual usage. Before Configuring Outlook for AppXtender 9

Configuring Outlook for AppXtender This section describes how to configure a connection between Outlook and AppXtender applications: To configure Outlook for AppXtender: 1. Create at least one target. A target specifies an AppXtender data source and an AppXtender application. For instructions, see Creating a Target. 2. For each Outlook folder that you want to configure, map Outlook fields to AppXtender index fields. For instructions, see Mapping Fields for a Folder. For instructions on optional target configurations, see Optional Target Configurations. For optional folder configurations, see Optional Folder Configurations. Creating a Target In order to submit items to Outlook for AppXtender, you must specify an AppXtender data source and an AppXtender application. The data source and application combination is considered a target. To specify a data source and an application as a target: 1. From the Outlook Tools menu, select Options. The Options dialog box appears. Select the ApplicationXtender tab. 10 Microsoft Outlook Integration for ApplicationXtender Integration Guide

Figure 1 Outlook Options Dialog Box - ApplicationXtender Tab 2. Click Add. The Data Source and Application Selection dialog box appears. Figure 2 Data Source and Application Selection Dialog Box 3. From the Data Source drop-down list, select the data source into which you want to export Outlook items. 4. From the Application drop-down list, select the application into which you want to export Outlook items. Configuring Outlook for AppXtender 11

Note: If the AppXtender Login dialog box appears, enter valid account information and click Login. When you have successfully logged into AppXtender, you can select an application. 5. In the Data Source and Application Selection dialog box, click OK. 6. In the Options dialog box, click OK. Optional Target Configurations The following sections describe optional target configurations: Configuring the Item Types Allowed for a Target Configuring Integration with ApplicationXtender Workflow Configuring Response to Matching Index Records Configuring the Automatic Update of Documents Modifying a Target Removing a Target Configuring the Item Types Allowed for a Target For each target, you can enable or disable the export of mail, appointments, meeting requests, or contacts. To configure the item types allowed for a target: 1. From the Outlook Tools menu, select Options. The Options dialog box appears. Select the ApplicationXtender tab. 2. Select the target for which you want to configure the item types allowed. 12 Microsoft Outlook Integration for ApplicationXtender Integration Guide

Figure 3 Outlook Options Dialog Box - ApplicationXtender Tab 3. Under Item types allowed for selected target, specify the item types that you want to allow for the selected target. You can specify mail, appointments, meeting requests, and contacts. For example, if you want to be able to export a contact to AppXtender, enable the Contacts check box. 4. Click OK. Configuring Integration with ApplicationXtender Workflow If a ApplicationXtender Workflow (AppXtender Workflow) client has been installed, Microsoft Outlook can be integrated with both AppXtender and AppXtender Workflow. When these three products are integrated and a user exports items from Outlook, each new document in AppXtender creates a new business process in AppXtender Workflow. To configure integration with ApplicationXtender Workflow: 1. Make sure that a workflow server and database have been specified in the ApplicationXtender Workflow tab of the AppXtender Configuration dialog box. Also make sure that the AppXtender application to which EX items will be copied has been linked to a workflow business process. For instructions, refer to the ApplicationXtender Workflow User s Guide. Configuring Outlook for AppXtender 13

2. From the Outlook Tools menu, select Options. The Configuration Options dialog box appears. Select the ApplicationXtender tab. 3. Under Select Data Source - Application target, select the target that you want to configure. 4. Click the Login to Workflow check box to enable the option. 5. Click Apply. When a user attempts to copy items from Outlook for AppXtender, if the user is not already logged into ApplicationXtender Workflow, a ApplicationXtender Workflow Login dialog box appears allowing the user to log in. Configuring Response to Matching Index Records By default, when an item is exported, a new AppXtender document is created from it even if the new document has the same index record as an existing document. However, you can configure the target to merge with existing documents or perform a replacement instead. To configure the response to matching index records: 1. From the Outlook Tools menu, select Options. The Options dialog box appears. Select the ApplicationXtender tab. 2. Select the target that you want to configure. 3. Click Advanced. The Advanced Options for target dialog box appears. 14 Microsoft Outlook Integration for ApplicationXtender Integration Guide

Figure 4 Advanced Options for Target Dialog Box 4. For each of the four item types (mail, appointments, meeting requests, and contacts), you have the following choices: If you want exported items to be merged with existing AppXtender documents that match, select Merge. If you want exported items to be created as new AppXtender documents, select Create New. If you want exported items to replace existing AppXtender documents that match, select Replace. 5. In the Advanced Options for target dialog box, click OK. 6. In the Options dialog box, click OK. Configuring the Automatic Update of Documents If you have configured folder monitoring, or if you plan to do so, consider also configuring the automatic update of documents. By default, the folder monitoring feature does not re-export items to AppXtender, even if these items have been modified. The folder monitoring feature keeps a history of exported items for this purpose. Each time you start Outlook, Outlook for AppXtender checks the contents of monitored folders against the history. If the received time Configuring Outlook for AppXtender 15

or creation time of the item is older than the received time or creation time of the last exported item in the history, the item is not exported. If you want the documents in AppXtender that had been exported from Outlook to be automatically updated when the original Outlook item is modified, you can configure the folder monitoring feature to re-export items after they have been modified. To configure the automatic update of documents: 1. From the Outlook Tools menu, select Options. The Options dialog box appears. Select the ApplicationXtender tab. 2. Select the target that you want to configure. 3. Click Advanced. The Advanced Options for target dialog box appears. Figure 5 Advanced Options for Target Dialog Box 4. For each of the four item types (mail, appointments, meeting requests, and contacts), you have the following choices: If you do not want items of this type to be updated in AppXtender, select Received Time or Creation Time. 16 Microsoft Outlook Integration for ApplicationXtender Integration Guide

If you want items of this type to be automatically updated in AppXtender when you save changes in them, select Last Modification Time. 5. In the Advanced Options for target dialog box, click OK. 6. In the Options dialog box, click OK. Modifying a Target Removing a Target You can modify a target. To modify a target: 1. From the Outlook Tools menu, select Options. The Options dialog box appears. Select the ApplicationXtender tab. 2. Select the target that you want to modify. 3. Click Modify. The Data Source and Application Selection dialog box appears. 4. You can change either the data source or the application. 5. In the Data Source and Application Selection dialog box, click OK. 6. In the Options dialog box, click OK. If you find that you no longer need to use a target that has been created, you can remove it. When a target is removed, the specified AppXtender data source and AppXtender application still exist, but the combination as a target will no longer be available for Outlook folder configuration. Also, the settings for that target, including folder monitoring, are removed for all folders. To remove a target: 1. From the Outlook Tools menu, select Options. The Options dialog box appears. Select the ApplicationXtender tab. 2. Select the target that you want to remove. 3. Click Remove. A message appears requesting confirmation of the removal. 4. Click Yes. 5. In the Options dialog box, click OK. Configuring Outlook for AppXtender 17

Mapping Fields for a Folder In order to submit items from Outlook for AppXtender, you must map Outlook fields to AppXtender application index fields. This configuration allows Outlook to provide values for AppXtender index fields when items are exported from Outlook to AppXtender, which in turn allows AppXtender to store the item as an AppXtender document. This configuration applies to individual Outlook folders, such as the Inbox. You can perform this configuration on all Outlook folders except the following: The Tasks folder or any of its subfolders The Notes folder or any of its subfolders The Journal folder or any of its subfolders Any folder that has a backslash (\) in its name or has a backslash in any of its parent folder s names. Any folder that begins with m_ or has a parent folder that begins with m_. To map Outlook fields to AppXtender application fields: 1. In Outlook, navigate to the folder that you want to configure. 2. From the File menu, select Folder and then Properties For FolderName (where FolderName is the name of the current folder). In the Properties dialog box that appears, select the ApplicationXtender tab. 18 Microsoft Outlook Integration for ApplicationXtender Integration Guide

Figure 6 Inbox Properties Dialog Box - ApplicationXtender Tab 3. Under Select Data Source - Application target, select the target to which you want to export Outlook items. For instructions on creating a target, see Creating a Target. 4. Click Create. The Create New Mapping dialog box appears. Figure 7 Create New Mapping Dialog Box 5. From the Index drop-down list, select the AppXtender application index field that you want to map. 6. From the Item Type drop-down list, select the type of item that you want to export to AppXtender. You can select mail, appointments, meeting requests, or contacts. This selection determines the list of Outlook fields that you can choose from for Configuring Outlook for AppXtender 19

mapping. You can also select the Fields common to all types option, which allows you to select from fields common to all types, such as the Subject field. 7. From the Field drop-down list, select the Outlook field that you want to map to the selected AppXtender index field. The following tables describe the available Outlook fields for each item type: Table 2 Available Outlook Fields Common to All Types Field Conversation Topic Created File Type Folder (short name) Folder (long name) Importance Item Type Modified Subject Description The subject text without an RE: for a reply or without an FWD: for a forward. The time the item was created. One of the following: Text Format (.txt) Rich Text Format (.rtf) HTML Format (.htm) Outlook Item (.msg) Outlook Template (.oft) Attachment The name of the folder from which the item was exported. For example, Inbox. The name of the folder and all parent folders from which the item was exported. For example, Mailbox - Ben Shiflet\Inbox\Practice One of the following: Low Normal High One of the following: Mail Meeting Request Appointment Contact The time the item was last modified. The subject. 20 Microsoft Outlook Integration for ApplicationXtender Integration Guide

Table 3 Field BCC CC From Received Sent To Table 4 Available Outlook Mail Fields Description The text in the Blind Carbon Copy field. This text might not be full e-mail addresses. For example, jsmith@legato.com; Jane Doe. The text in the Carbon Copy field. The text in the From field (the name of the person who sent the message). Time the message was received. Time the message was sent. The text in the To field. Available Outlook Meeting Request Fields Field Busy Status Duration End Time From Location Received Recurrence State Sent Start Time Description One of the following: Free Tentative Busy Out Of Office The duration of the meeting in minutes. For example, 90 minutes. The time the meeting ends. The text in the From field (the name of the person who sent the meeting request). The location where the meeting will be held. The time the meeting request was received. One of the following: Not Recurring if the meeting does not recur. Occurrence if the meeting recurs. Master if the meeting recurs. Exception if the meeting recurs. Time the meeting request was sent. The time the meeting starts. Configuring Outlook for AppXtender 21

Table 5 Available Outlook Appointment Fields Field Busy Status Duration End Time From Location Recurrence State Start Time Description One of the following: Free Tentative Busy Out Of Office The duration of the appointment in minutes. For example, 90 minutes. The time the appointment ends. The text in the From field (the name of the person who sent the appointment). The location where the appointment will be held. One of the following: Not Recurring if the appointment does not recur. Occurrence if the appointment recurs. Master if the appointment recurs. Exception if the appointment recurs. The time the appointment starts. Table 6 Available Outlook Contact Fields Field Business Address Business Fax Business Phone Company E-mail File As Full Name Home Address Home Phone Job Title Mobile Phone Description The text in the Business Address field. The text in the Business Fax field. The text in the Business Phone field. The text in the Company field. The text in the E-mail field. The text in the File as field (how the person s name is filed in the address book). For example, Shiflet, Ben, or Ben Shiflet. The text in the Full Name field. The text in the Home Address field. The text in the Home Phone field. The text in the Job Title field. The text in the Mobile Phone field. 22 Microsoft Outlook Integration for ApplicationXtender Integration Guide

Note: AppXtender index fields can be mapped to multiple item types. However, a mapping for a specific type has priority over a mapping for a common type. 8. In the Create New Mapping dialog box, click OK. 9. In the Properties dialog box, click Apply. Optional Folder Configurations The following sections describe optional folder configurations: Configuring Folder Monitoring Disabling Folder Monitoring Configuring the Format of Exported Items Modifying a Field Mapping Removing a Field Mapping Configuring Folder Monitoring You can configure Outlook for AppXtender to monitor a folder for incoming items and automatically export those items to AppXtender. Note: You can use the Outlook Rules Wizard to automatically move items into a particular folder based on item attributes (such as words in the subject line of a message) as soon as you receive them. For instructions, refer to the Microsoft Outlook documentation. When Outlook for AppXtender detects an item in the configured folder, it is automatically exported (copied or moved, as specified) to AppXtender. If AppXtender is not already open when this happens, it opens automatically. If the AppXtender Login dialog box appears, you must enter valid account information and click Login. The folder monitoring feature keeps a history of exported items so that it does not re-export items in the folder that have already been exported to AppXtender. If you want the folder monitoring feature to re-export items after they have been modified, you can configure the feature to do so. For instructions, see Configuring the Automatic Update of Documents. Items exported from Outlook using the monitoring function will not be re-exported into AppXtender unless they have been modified and the Last Modification Time option is selected in the options for the target. Configuring Outlook for AppXtender 23

To configure folder monitoring: 1. Configure field mapping for the folder. For instructions, see Mapping Fields for a Folder. 2. From the File menu, select Folder and then Properties For FolderName (where FolderName is the name of the current folder). In the Properties dialog box that appears, select the ApplicationXtender tab. 3. Enable the Monitor folder check box. Figure 8 Folder Properties Dialog Box - ApplicationXtender Tab 4. Specify whether you want incoming items to be copied or moved to AppXtender. 5. Click Apply. 6. If there are any items in the folder that have not yet been exported to AppXtender, a message appears. To export the items to AppXtender, click Yes. To complete the configuration without exporting the items to AppXtender, click No. 24 Microsoft Outlook Integration for ApplicationXtender Integration Guide

Disabling Folder Monitoring If you have configured a folder to be monitored, you can disable this monitoring. To disable monitoring of a folder: 1. In Outlook, navigate to the folder that you want to configure. 2. From the File menu, select Folder and then Properties For FolderName (where FolderName is the name of the current folder). The Properties dialog box for that folder appears. Select the ApplicationXtender tab. 3. Disable the Monitor folder check box. 4. Click OK. A message appears, asking whether you want to keep the history of items exported from the current folder to the selected target. Figure 9 Keep History Message 5. To keep the history, click Yes. To remove the history, click No. Note: When item export history is retained, items exported during the historical monitoring function will not be re-exported if you re-enable folder monitoring at a later date, even if you instruct Outlook for AppXtender to export existing items. Configuring the Format of Exported Items By default, the format of exported documents in AppXtender depends on the original format of the item in Outlook. If an e-mail message is in text format, the resulting AppXtender document is in text format. If it is in Rich Text Format (RTF), the resulting AppXtender document is in RTF. You can configure the folder so that all items in the folder are exported as RTF, as HTML, as text, as Outlook items, or as Outlook templates. Also, by default, items are exported to AppXtender along with any attachments. If you configure the folder to export items as the items s default, as RTF, as HTML, or as text, you can further configure the Configuring Outlook for AppXtender 25

folder so that attachments are excluded from the export or so that only attachments are exported. To configure the format of exported items: 1. In Outlook, navigate to the folder that you want to configure. 2. From the File menu, select Folder and then Properties For FolderName (where FolderName is the name of the current folder). The Properties dialog box for that folder appears. Select the ApplicationXtender tab. Figure 10 Folder Properties Dialog Box - ApplicationXtender Tab 3. Under Export Items as, specify the format in which you want Outlook items to be exported for the selected target. The following table describes each format option: Table 7 Format Options Format Option Item s Default (*.rtf/*.htm/*.txt) Rich Text (*.rtf) HTML (*.htm) Description Each item is exported to AppXtender in its default format, either as Rich Text Format, HTML, or text. Each item is exported to AppXtender in Rich Text Format. Each item is exported to AppXtender in HTML format. 26 Microsoft Outlook Integration for ApplicationXtender Integration Guide

Table 7 Format Options Format Option Text (*.txt) Outlook Item (*.msg) Outlook Template (*.oft) Description Each item is exported to AppXtender in text format. Each item is exported to AppXtender as an Outlook item and stored as an AppXtender foreign file. Each item is exported to AppXtender as an Outlook template and stored as an AppXtender foreign file. 4. If you selected Item s Default, Rich Text, HTML, or Text, you can choose whether to export each item without any attachments, each item with all attachments, or the attachments only for each item. Note: If you attempt to export an item that has no attachments while the Attachments option is enabled and the Item option is disabled, a message appears indicating that no export is possible from this item. 5. Click Apply. Modifying a Field Mapping You can modify a field mapping. To modify a field mapping: 1. In Outlook, navigate to the folder that you want to configure. 2. From the File menu, select Folder and then Properties For FolderName (where FolderName is the name of the current folder). The Properties dialog box for that folder appears. Select the ApplicationXtender tab. 3. Under Select Data Source - Application target, select the target for which you want to remove a mapping. 4. Under Field Mappings, select the mapping that you want to modify. 5. Click Modify. The Create New Mapping dialog box appears. 6. You can change the AppXtender application index field, the type of Outlook item, or the Outlook field. Note: AppXtender index fields can be mapped to multiple item types. However, a mapping for a specific type has priority over a mapping for a common type. Configuring Outlook for AppXtender 27

7. In the Create New Mapping dialog box, click OK. 8. In the Properties dialog box, click Apply. Removing a Field Mapping If you find that you no longer need to use a field mapping that has been created, you can remove it. When a field mapping is removed, the specified Outlook field and AppXtender index field still exist, but Outlook no longer provides values for that AppXtender index field when items are exported to AppXtender. To remove a field mapping: 1. In Outlook, navigate to the folder that you want to configure. 2. From the File menu, select Folder and then Properties For FolderName (where FolderName is the name of the current folder). The Properties dialog box for that folder appears. Select the ApplicationXtender tab. 3. Under Select Data Source - Application target, select the target for which you want to remove a mapping. 4. Under Field Mappings, select the mapping that you want to remove. 5. Click Remove. A message appears requesting confirmation of the removal. 6. Click Yes. 7. In the Properties dialog box, click Apply. 28 Microsoft Outlook Integration for ApplicationXtender Integration Guide

Using Outlook for AppXtender The following sections describe basic usage of Outlook for AppXtender: Launching AppXtender from Outlook Exporting Outlook Items to AppXtender Cancelling Export of Items to AppXtender Launching AppXtender from Outlook You can launch AppXtender from Outlook. To launch AppXtender from Outlook: 1. From the ApplicationXtender menu, select Launch ApplicationXtender. 2. If the AppXtender Login dialog box appears, enter valid account information and click Login. Exporting Outlook Items to AppXtender You can export Outlook mail, appointments, meeting requests, and contacts from Outlook to AppXtender. To export Outlook items to AppXtender: 1. Select the item or items that you want to export. 2. From the ApplicationXtender menu, select: Copy selected items to AppXtender to copy the item or items to AppXtender Move selected items to AppXtender to copy the item or items to AppXtender and delete the original from Outlook Using Outlook for AppXtender 29

Cancelling Export of Items to AppXtender When you export multiple items from Outlook to AppXtender, or when Outlook for AppXtender automatically exports multiple items from a monitored folder, the following progress bar appears at the bottom of the AppXtender window: Figure 11 Progress Bar If necessary, you can cancel the export. Note: If you cancel an automatic export from a monitored folder, Outlook for AppXtender disables monitoring for that folder. To cancel the export: 1. Click Abort. A message appears requesting confirmation. 2. Click Yes to cancel the export or click No to allow the export to continue. If you click Yes and if the export was an automatic export from a monitored folder, a message appears indicating that monitoring has been disabled for the folder. 3. Click OK. 30 Microsoft Outlook Integration for ApplicationXtender Integration Guide

2 Uninstalling Microsoft Outlook Integration for AppXtender This chapter describes how to uninstall Microsoft Outlook Integration for ApplicationXtender (Outlook for AppXtender). These instructions may be necessary when you upgrade to a later release. Uninstalling... 32 Uninstalling Microsoft Outlook Integration for AppXtender 31

Uninstalling Microsoft Outlook Integration for AppXtender Uninstalling To uninstall the add-in: 1. Close all AppXtender components and all Microsoft Outlook components. 2. Start the ApplicationXtender Integration Outlook setup wizard. From the Control Panel menu, select Add/Remove Programs. The Add/Remove Programs dialog box appears. Select ApplicationXtender and click Change. The ApplicationXtender Integration Outlook setup wizard appears, beginning with the Application Maintenance page. Note: The method for starting the ApplicationXtender Integration Outlook setup wizard could be slightly different depending on your operating system. 3. Enable the Remove option and click Next. The Uninstall page appears. 4. Click Next. The uninstall process begins. When the add-in has been uninstalled, the next page of the wizard indicates a successful uninstallation. 5. Click Finish.! CAUTION Restart the computer before installing the latest release of the add-in. 32 Microsoft Outlook Integration for ApplicationXtender Integration Guide

Index A application, preparing in AX 9 application, specifying 10 automatic document update 15 import 23 C cancelling export 30 D data source, specifying 10 Documentation, related 5 E EX integration login to workflow 13 F fields, mapping 18 fields, preparing 9 folder monitoring 23 H history 15 installing 8 L launching AX 29 M monitoring folders 23 O Outlook fields, mapping 18 P preparing AX application 9 preventing replacement of documents 14 R replace documents 14 T target 10 U uninstalling 31 updating documents automatically 15 I importing 29 index fields, mapping 18 index fields, preparing 9 Microsoft Outlook Integration for ApplicationXtender Integration Guide 33

Index 34 Microsoft Outlook Integration for ApplicationXtender Integration Guide