Establishing the profiles of prospects

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11.1.1 Installing the Outlook plugin

• Step 1: install the Outlook plugin in OpenERP Use the OpenERP Configuration Wizard and install the Customer Relationship Management applica- tion. In the CRM Application Configuration dialog under Plug-In, select MS-Outlook. Then the Outlook Plug-In wizard appears. Next to the Outlook Plug-in field, click the Save As button to save the plugin to your desktop or any other location on your computer. You can also download the installation manual by clicking the green arrow next to Installation Manual. Another way to use the Outlook plugin, is by installing the OpenERP module outlook. When you install this module, the same Configuration Wizard as explained before will be displayed. Follow the same instructions. • Step 2: Prerequisites 1. Install Python 2.6+ Download from http:www.python.orgftppython2.6.6python-2.6.6.msi or for 64bit system http:www.python.orgftppython2.6.6python- 2.6.6.amd64.msi . Run the .exe file to install the software. 2. Python for Windows extensions - PyWin32, this module for python must be installed for the appropriate version of Python. http:sourceforge.netprojectspywin32filespywin32Build20214pywin32-214.win32- py2.6.exedownload or for 64bit system http:sourceforge.netprojectspywin32filespywin32Build20214pywin32-214.win-amd64- py2.6.exedownload 3. Specify the python folder in the system path typically with this installer C:Python26 How to set the path in Windows XP For Windows XP: http:www.computerhope.comissuesch000549.htm How to set the path in Windows 7 To change the system environment variables, follow the steps below. - From the Windows button, select Control Panel, then click System. - Click Remote Settings to open the System Properties window. - In the System Properties window, click the Advanced tab. - In the Advanced section, click the Environment Variables button. - Finally, in the Environment Variables window as shown below under System Variables, highlight the Path di- rectory, click Edit and add ;C:Python26. See also http:geekswithblogs.netrensoarchive20091021how-to-set-the-windows-path-in-windows-7.aspx 4. If you are using MS Outlook 2007 than you are required to install ”Microsoft Ex- change Server MAPI Client and Collaboration Data Objects 1.2.1 CDO 1.21” from http:www.microsoft.comdownloadsendetails.aspx?FamilyId=2714320D-C997-4DE1-986F- 24F081725D36displaylang=en . Double-click Exchange Cdo to install it. 5. If you are using MS Outlook 2003, be sure to install the builtin Cdo component. • Step 3: install the OpenERP extension in Outlook. 1. Double-click the file ‘‘OpenERP-Outlook-addin.exe‘‘that you saved on your desktop. Confirm the default settings. 2. Double-click the file ‘‘Register plugin‘‘in the OpenERP Outlook Addin folder typically in C:Program Files. 3. Start Outlook. 123

11.1.2 Configuring the Outlook plugin

When you have executed Installation Step 1, Step 2 and Step 3, the first thing to do is connect Outlook to OpenERP. A little configuration needs to be done. Tip: If you want the OpenERP connection to be shown as a separate toolbar, go to the menu View → Toolbars. Select OpenERP. • Go to the menu Tools and select Configuration. If this raises an error, make sure to check the rights to that particular folder. A configuration window appears enabling you to enter configuration data about your OpenERP server. Figure 11.1: How to Connect to the Server 1. On the Configuration Settings tab, under Connection Parameters click the Change button and type your server settings and xml-rpc port, e.g. http:127.0.0.1:8069, 2. Select the database you want to connect to, and type the user and the password required to log in to the database, 3. Click the Connect button, 4. On the Configuration Settings tab, under Webserver Parameters click the Change button and type your web server settings, e.g. http:localhost:8080, 5. Click the Open button to test the connection. When your connection has succeeded, you would typically want to configure Outlook to fit your needs. To define extra document types, go to the Document Settings tab. This is the place where you can add objects from OpenERP that you wish to link mails to. The default installation comes with a number of predefined documents, such as Partners, Leads and Sales Orders. Here is an example of how to configure extra document types. Suppose you would like to link mails to a meeting. 1. In the Title, type Meeting, 2. In the Document, type the object from OpenERP, in this example crm.meeting, 3. In the Image, select an icon you would like to use, 4. Click the Add button to actually create the document type. Note: To find the object you need in OpenERP, go to the menu Administration → Customization → Database Structure → Objects. OpenERP will only show objects for which the corresponding Business Applications Modules have been installed. You can only add objects to Outlook that are available in the selected database.

11.1.3 Using the Outlook plugin

You can use the menu Tools for several things.