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  • Developer Discussion (Moderator: Donald Lobo) »
  • CiviSync Outlook and Outlook Integration?
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Author Topic: CiviSync Outlook and Outlook Integration?  (Read 3735 times)

CiviTeacher.com

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CiviSync Outlook and Outlook Integration?
June 17, 2013, 08:13:25 pm
Has any had experience with CiviSync Outlook?  Please share.  it seems outdated, and versions and capabilities listed on their page seem contradictory (i.e. it works with Drupal and Joomla, or wait, only Joomla?,  only Civi 4.1?)

Is anyone else working on Outlook integration?  Is it ready?  Do you need money?

In my particular case the client is most interested in the Civi > Outlook direction of data sync, such that Civi contacts appear in the Outlook addresses book.  Their preference is some sort of Outlook Plugin to install on Windows/Outlook.  I know little about Outlook myself.

Please share ideas, thanks.



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Erik Hommel

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Re: CiviSync Outlook and Outlook Integration?
June 17, 2013, 11:41:03 pm
Don't know myself Stoob, but keep us posted on progress?
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xavier

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Re: CiviSync Outlook and Outlook Integration?
June 18, 2013, 04:06:14 am
Hi,

What I did is doing this interface as a ldap server: on outlook, you add the civildap as an address directory and you can then use it "normally". Works quite ok.

Money? Would definitely helps making it easier to configure, right now, bit of a pain

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CiviTeacher.com

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Re: CiviSync Outlook and Outlook Integration?
June 18, 2013, 08:57:35 am
Thanks Xavier.  Please elaborate.  Do you enable LDAP on the Microsoft Exchange Server, then connect to Civi via LDAP in Outlook?  Is there a "plugin" program for Outlook or software you install in Windows, or is it a simple configuration (like a new 'account') within Outlook?

Sorry again, I know very little about Outlook.

I could get sponsorship money (probably) if it already works but needs to be made easier to configure.
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xavier

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Re: CiviSync Outlook and Outlook Integration?
June 19, 2013, 01:04:20 am
It works that way: you need to install a node.js server that runs my civicrm ldap server

What is does it translates ldap queries into civicrm rest queries (so the ldap server and the civicrm servers don't have to be in the same place).

then you add on outlook a new directory server (ldap), that talks to the civildap server (ldap) that talks to the civicrm server (rest api) and returns the list of contacts that matches your search.

Once set up, it's easy.

If there is a need, I'd be very interested to offer the ldap server as a saas so it's easy to plug in. Would love your feedback on what would be a good price for this service

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CiviTeacher.com

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Re: CiviSync Outlook and Outlook Integration?
June 20, 2013, 09:29:27 am
Hi.  Thanks for the info.  Let me make sure I've got this correct.

1.  need to create one server that runs both node.js and civicrm ldap. 
2.  then we need to make modifications to the existing outlook server by adding on an ldap directory server
3.  then we need to connect the two servers above

issue: this is a government entity here in Oregon and in the past they have demanded all servers are located on site in their building here. 

question: what is the end user experience, do the civicrm contacts show up when you 'type in a partial name' or are the civicrm contacts located in a separate address book within outlook?  Does the end user need to install any software on their Windows machine?


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xavier

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Re: CiviSync Outlook and Outlook Integration?
June 20, 2013, 02:06:55 pm
civildap needs node.js to run so it's the same server.

it's not at the exchange server that you add the ldap server to query, but on each outlook (it seems they are ms things to deploy automatically)

you don't have do install anything else on the mail clients, they support ldap natively, just to configure where to reach them

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ChrisChinchilla

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Re: CiviSync Outlook and Outlook Integration?
June 20, 2013, 06:09:19 pm
I've been playing with Xavier's ldap js option recently and have a few learnings you may find useful. Watch out for a blog post soon that will hopefully help you out, I used Amazon for the node.js server, which is costing me nothing right now.
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CiviTeacher.com

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Re: CiviSync Outlook and Outlook Integration?
June 25, 2013, 12:45:10 pm
Sorry, still not fully understanding.  Must be lost in translation.  Anyway, look forward to your post.  If they can install all the node.js and civildap they need to on a local server (in their office, not externally) while ALSO installing nothing on the Exchange server, then that's what I want.  Is that the case?

Thanks, Stuart
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ChrisChinchilla

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Re: CiviSync Outlook and Outlook Integration?
June 25, 2013, 05:56:56 pm
Here it is - http://civicrm.org/blogs/chrischinchilla/civicrm-and-ldap%E2%80%A6-journey

I don't have a lot of outlook experience I'm afraid, but maybe it will answer some questions for you.
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  • CiviCRM Community Forums (archive) »
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  • Developer Discussion (Moderator: Donald Lobo) »
  • CiviSync Outlook and Outlook Integration?

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