Upgrade Instructions

Thank you for your upgrade inquiry for SalesOutlook If you have any issues withinstalling the product, please . Please follow these steps to properly upgrade your system to the latest version of SalesOutlook.

Step 1: Upgrade steps Existing Clients that will run the auto archiving procedure:

Upgrade the SalesOutlook client.

1.Run SOUPDATE62015.exe

Step 2: Upgrade Steps (Administrators Only):

1.Install the new SalesOutlook 6.0 Full Version (Client and Database) depending on the version you originally ordered. (Do not install just the client when doing an admin install/upgrade)

2.Copy the forms from the PST SalesOutlook folder to your SalesOutlook folder (All public fiolders) on your server. (right click | properties | Forms tab | manage Button) Use the set to set to the new location.

3.Repeat the process for every folder in the SalesOutlook 6.0 PST (Step 5) if you have NOT made any customizations.**VERY IMPORTANT** Do not copy over customized forms, the old forms will work correctly with 6.0.

4.Copy Checklists and Leads folders over to the new database. If they are not using Qualify and Financials then remove these folders and associated folder drop downs in the system folder.

5.Copy the new Checklist and Leads folder drop downs and list definitions from the System folder.

6.Copythe Checklist drop downs from the Drop Downs folder.

7.Copy the SalesOutlookReports.so file from the SalesOutlook directory. Make sure you delete the old one first. Note: If you have customized fields then you will want to run the IPM macro on this new database.

8.Copy the new Opportunity Funnel report and Opportunity exception report if you want to run these reports. (SalesOutlook)

9.Add "Search Panel" to the "Display In" field on any folder drop down you want to search in the search panel. (System Folder)

Drop Down / Display In / FindDefinition
Account / Toolbar; Search Panel / Account List
Contacts / Account Profiles; Find; Search Panel / Contact List

Step 3: Update steps for Existing Clients: All Users

1.If in cache mode then go offline.

2.Click Print Reports and click on Map SalesOutlook data.

3.If in cached mode then go back online.

Outlook 2007 and Windows Desktop Search.

Note: We recommend Vista and Windows Desktop Search 4.0 or greater. Your computer should have a minimum of 2GB installed to run Windows Desktop Search. We also recommend Outlook 2007 SP2 or greater.

1.Set Outlook in cached public folder mode (See client installation document.)

2.Make sure Outlook is indexing Public folders (Tools | Instant Search | Search Options)

3.Rebuild the index Control Panel | Indexing Options | Advanced | Rebuild

4.When the index is complete (Tools | Instant Search | Indexing Status) then you will be able to use SalesOutlook with Windows Desktop Search.