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Be Aware

Add2Outlook is a client-side application which must be installed on a workstation (client) running Outlook, XP or 2003.  Add2Outlook can be installed on any workstation with Windows operating system 2000 and newer.  Add2Outlook can be installed on a Terminal Server, but is not recommended, and is not covered under our free supported agreement.  Our server-based product Add2Exchange for Calendars is a better solution for these scenarios.

Back up your folders before synchronization to ensure your data integrity if you should do something wrong.  If things go wrong, use the support site to let us help you.
It is strongly advised not to install Add2Outlook on the Exchange server itself, only a workstation with Outlook 2003, 2007 or 2010.  If you can install things on your Exchange server, you are not in hosted Exchange mode and should consider using Add2Exchange for synchronization.  Consider a stand alone synchronization installation rather than putting this on a users workstation to enable fast and efficient synchronization.
You must be logged in to Windows as the User to install and operate the Add2Outlook® console software.
You must be an administrator of your machine.
You must have User Access Control (UAC) turned off and the system rebooted before installation.  If you are being prompted to elevate privileges during the installation, you have UAC turned on.  UAC can be turned back on if desired after a full installation and Outlook being opened to enable for the profile for the first time; however, it may need to be turned off again to install any updates to Add2Outlook.  To turn off UAC on the machine, Start, Run, msconfig.  Go to Tools, UAC Settings and select off or never notify.  Reboot prior to the installation.
You should have the system patched with all the critical updates from Microsoft.  Not just Windows updates, but Microsoft updates and reboot the system prior.
You must run the full installation for Add2Outlook to run the prerequisites prior to running the software.
You must not have any group policies that prohibit the installation of software.
Outlook must be closed to install Add2Outlook.
When you open Outlook and create a relationship, or are upgrading from a previous version, you must be able to immediately connect to your Exchange server.
You should not install or upgrade offline.
You must have “Owner” permissions to all the source and destination folders desired in making a relationship(s), Permissions: To complete the set up and configuration of an Outlook calendar relationship, you must have the appropriate client OWNER permissions to the source and destination calendar folders and you must be online.  This can be set in Outlook from an Outlook profile, from the Users Outlook, by giving Owner permissions from Exchange system manager or Exchange management console or through your Host provider's control panel they provide.

* If antivirus or malware protection programs block access to the registry, this should be turned off during the installation, opening up Outlook to activate the Add-in, and for relationship creation.  It can be active for normal operation or enable exclusions for the program.

Client Prerequisites: Outlook 2003 or newer.

Supported Operating Systems: Windows 2000, Windows Server 2003, Windows XP, Win7.

Server Prerequisites: None.  Do not install this program on the Exchange server.  This product is supported in Windows 2000, Windows XP, Vista and Windows 7 to connect to Microsoft Exchange 2000, 2003, all small business servers and 2007 and 2010.

First Essential Prerequisites

.Net 2.0 (at least) must be installed and the system rebooted.
User Access Control is turned off.  After the system installs .net and turns off UAC, you should reboot your computer.
Make the user part of the local machine Administrators Group.  This product must be installed as the user who has administrative access to their machine during the install.  The Add-in will show up in Outlook’s Com Add-ins section, and should be installed and activated for each User/Outlook profile of that machine.  If your users are not administrators of their own machine, you may have to raise permissions for the user to “administrator” for the local machine at least for the first install and for updates.  Go to My Computer, Manage, Users and Groups, and Administrator.
Make sure the user’s DOMAIN account name is there if connecting to a domain, or local user account if not.

Second Essential Prerequisites

Assign the appropriate permissions to the selected sync service account.  Whichever method you choose, it is VERY IMPORTANT that you repeat the steps below for ALL MAILBOXES which contain folders to be synchronized in a Private-to-Private relationship.

If you can right click on the public folder calendar you want to replicate to or from, go to Properties and see the Permissions tab, to verify you are an Owner of the folder.  If you do not have the permissions, you can ask your exchange Administrator for assistance or if you have the proper access, use the following instructions:

To give the user the permissions to the public folders to be replicated to or from, you can do this in several ways.

Option 1: Sometimes the easiest way is to have each user grant permissions by right clicking the appropriate folder to be replicated to or from and select Properties.  Then go to the permissions tab, add the user who is going to do the replication and select Owner.  Do this for all folders you are going to replicate to or from for that user.

If the folder is a public folder and you do not have a Permissions tab, you will have to do this from the user who created the folder, someone who has Owner permissions or from Exchange system manager or Exchange management console.

Exchange Server: click Start, Programs, Microsoft Exchange, Exchange system manager (2003) or Exchange management console (2007 and 2010).
Exchange 2003: in Exchange system manager, drill down to the folder you want to assign permissions to either through Folders or Administrative Groups.
Exchange 2007: in Exchange management console, select Toolbox, Public Folder Management and Properties of the folder.



1. Right-click the folder you want to assign permissions to and click Properties, then click the Permissions tab.



2. Click Client Permissions.





3. Click Add… to add the replicating user's account as an Owner.




4. Select and add the user that you chose from which to do the replication.  In this case, we chose the zAdd2OutlookSync account.



5. Click the Roles drop-down and click OWNER. Click OK to close the Client Permissions dialog.

Repeat these steps for every public folder which Add2Outlook will synchronize to or from and for every user who needs Add2Outlook set up on the folder.


Option 2: If you are using a synchronization Service Account, you can assign rights in a more global fashion.  If you have administrative access to the Exchange Server, you can give the user Full Mailbox Management Permissions to the folder from within Exchange's Management Console.  If you do not know how to do this, or do not have access please ask your administrator for assistance.

Private-to-Private Relationships or Public to other user's Private folders: If you are trying to make a private-to-private relationship or public to several other user's private mailbox folders, you will have to give owner delegation to other user’s folders.  You can do this in several ways.

Method 1: You can give permissions directly from within the other Outlook.



From the users account, Right click the folder from within the mailbox; go to Properties and Permissions page.


Method 2: If your Exchange is not in hosted mode, and you have access to the Exchange Server and Active Directory, give the permissions from within Active Directory (Exchange 2003) or log into your Exchange Management Console to give permissions as shown below.

Tip: If you are in a hosted environment, you may not have access to the following two methods and may have to use the host providers web based permissions utility and section above.

Exchange 2003: Assigning Delegation by taking “Ownership” of a user’s Mailbox in Active Directory.



1. Click Start, Settings, Control Panel, double-click Administrative Tools and double-click Active Directory Users and Computers.

2. Double-click the user whose mailbox you wish to create a relationship for and assign permissions to it.

Note: If the Exchange Advanced tab does not show up in the User Properties dialog, Cancel and then click View, Advanced Features in the Active Directory Users and Computers Console.



3. Click the Exchange Advanced tab.  Then click the Mailbox Rights... button.



4. Click Add... to add the user that needs the permissions to sync the relationships.



Note: You may need to type in the name of the user you want in the "Enter the object names to select (examples):" box then click OK in order to actually add them.  Or you can type the beginning of the name and click "Check Names" to select the user (see examples below).



5. Select the user, click Add then click OK.



6. With the Service Account user selected, check the Take ownership, Full mailbox access, and Read permissions check boxes.  Click OK.

Method 3 with Exchange 2007 and 2010: You can give permissions from Exchange Management Console in Exchange 2007 and 2010.

Tip: If you are in a hosted environment, you may not have access to the following method and may have to use the host providers web based permissions utility.

1. Select and run the Exchange Management Console on the Exchange Server.



2. Select the mailbox(s) in the Recipients Container.



3. Select a user, right click, and select Manage Full Access Permission...




4. Add the Add2Outlook Synchronization Service account and press Manage to complete.

Do this for any mailbox necessary for synchronization relationships.