Sugarsync Outlook Plugin

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Overview

The Sugar Plug-in for Outlook allows you to archive emails to Sugar®, synchronize contacts, meetings, calls, and tasks, as well as create new Sugar records. The plug-in is available for use with all supported versions of Sugar and must be installed on each computer running Outlook where the plug-in is desired.

The new SugarSync for Outlook Plugin is NOT for backing up Outlook. Rather it is a handy tool for dealing with the sending (sharing) of attachments. SugarSync does NOT recommend attempting to sync your Outlook data files (.pst.ost). Note.ost files are a sync file themselves of the data on an Exchange Server in a corporate environment. Overview The Sugar Plug-in for Outlook allows you to archive emails to Sugar®, synchronize contacts, meetings, calls, and tasks, as well as create new Sugar records. The plug-in is available for use with all supported versions of Sugar and must be installed on each computer running Outlook where the plug-in is desired.

This documentation describes how to install the Sugar Plug-in for Microsoft Outlook. For a list of platform requirements and supported environments, please refer to the Plug-ins Supported Platforms page. For additional articles about working with and troubleshooting the Sugar Plug-in for Microsoft Outlook, please refer to the Knowledge Base.

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Prerequisites

  • It is recommended that you uninstall any previous full versions of Sugar Plug-in for Outlook before you upgrade to the latest version.
    Note: If the free trial version of Sugar Plug-in for Microsoft Outlook is already installed on your machine, you can upgrade to the full version of Sugar Plug-in for Microsoft Outlook instead of performing a fresh install.
  • When installing the plug-in, you must log into the computer as a full administrator on that local machine. Attempting to install the plug-in from a non-admin user of the computer may not be successful.
  • The Sugar Plug-in for Outlook requires several libraries to function. The most commonly needed libraries are included in the installation package. For more information, please refer to the Necessary Libraries section of this page.
  • The Windows Management Instrumentation service must be enabled on your machine with the Startup Type set to 'Automatic'.

Uninstalling Sugar Plug-in for Outlook

If you have a previous version of the Sugar Plug-in for Outlook installed on your machine, please uninstall the old version prior to installing the new version.

Uninstalling via Windows Control Panel

Use the following steps to uninstall the Sugar Plug-in for Microsoft Outlook via the Windows control panel:

  1. Close your Microsoft Outlook client as well as other Microsoft Outlook-related windows and programs.
  2. In the Windows Control Panel, click 'Add or Remove Programs' or 'Programs and Features' depending on your version of windows.
  3. On the following window, select 'Sugar Outlook' then click the 'Uninstall' or 'Remove' button depending on your version of windows.
  4. A pop-up message will display asking for confirmation. Click 'Yes' to proceed.
  5. A pop-up message will display asking if you wish to keep the settings.
    Note: Click 'Yes' if you are upgrading the plugin so you do not lose your plug-in settings. Click 'No' to completely remove the plugin and all of its data permanently.
  6. Once the Outlook plug-in is removed, close the previous window (e.g. Programs and Features).

Note: If the previous version is not removed prior to installing the new version of the Outlook plug-in, then 'SugarOutlook' may appear multiple times in the 'Add/Remove Programs' or 'Programs and Features' window.

Uninstalling via Command Line

Use the following steps to uninstall the Sugar Plug-in for Outlook via the command line:

  1. Launch the DOS command window and navigate to the folder where the Outlook plug-in installer resides.
  2. Run the following command from the command line: msiexec /x data.package.msi /quiet.
    • By default, this will remove the Outlook plug-in configuration from the registry during uninstall. You can also run msiexec /x data.package.msi /quiet KEEP_CONFIG=0 to remove the plug-in settings during uninstall.
    • If you are upgrading the plug-in and wish to keep the old Outlook plug-in configuration, run the following command instead: msiexec /x data.package.msi /quiet KEEP_CONFIG=1.
  3. Enter exit to close the command window.

Downloading Sugar Plug-in for Outlook

To download the appropriate Sugar Plug-in for Outlook file, log into your Sugar instance, navigate to the Downloads tab in your user profile, and click on the 'Sugar Plug-in for Outlook' link. The installation file will save to a location on your computer and work with all supported versions of Outlook.

Installing Sugar Plug-in for Outlook

Installing via Setup Wizard

Outlook

Once you have downloaded the installation file, you can install the Sugar Plug-in for Outlook via the Setup Wizard using the following steps:

  1. Navigate to the folder where you saved the downloaded file and extract the contents of the zip file.
  2. Click the setup.exe file to run the installation.
    Note: A Security Warning pop-up window may appear. Click 'Run' to proceed with the installation.
  3. On the Welcome step of the setup wizard, click 'Next' to proceed with the installation process.
  4. A warning message will display indicating that this version of the plug-in is only available for use with Sugar 7.x and higher. Do not proceed with the installation if you are using a version of Sugar that is lower than 7.0.0.0. Otherwise, click 'Next' to proceed.
  5. On the License Agreement step, select 'I Agree' and then click 'Next'.
  6. On the Select Installation Folder step, leave the installation directory set to the default path, select 'Just me', and click 'Next'.
  7. On the Confirm Installation step, click 'Next' to start the installation on your computer.
  8. Once the installation has completed successfully, click 'Close' to exit.
  9. Finally, open up your Outlook mail client and confirm that the Sugar options (e.g. 'Archive to Sugar' and 'Sync to Sugar') appear under the Home tab on the Outlook ribbon:

Note: If you do not see the Sugar options, the installation may not have completed properly and you should try uninstalling and re-installing the plug-in. For advanced troubleshooting, please refer to the Troubleshooting Installation section.

You may now open Outlook and proceed with Connecting Sugar Plug-in for Outlook.

Installing via Command Line

Use the following steps to install the Sugar Plug-in for Outlook via the command line:

  1. Download the appropriate installation file to your desktop.
  2. Launch the DOS command window and navigate to the unzipped installation directory.
  3. Run the following command from the command line:
    • For x64 (64-bit) platform : msiexec /i data.package.msi /quiet OFFICE_BITNESS=x64 ALLUSERS=1
    • For x86 (32-bit) platform : msiexec /i data.package.msi /quiet OFFICE_BITNESS=x86 ALLUSERS=1
  4. Enter exit to close the command window.

Connecting Sugar Plug-in for Outlook

After installing the plug-in, you will need to configure the Outlook Plug-in to connect to your Sugar instance so that they can communicate with each other. Open the Outlook application then click on the prompt in the SugarCRM side panel to open the connection settings. The steps to connect the Outlook Plug-in to a Sugar instance varies depending on whether your instance uses SugarIdenitity or not. For more information, refer to the Logging in WIthout SugarIdentity or Logging in With SugarIdentity section below depending on your situation.

Note: Only some SugarCloud instances use SugarIdentity. Refer to the SugarIdentity Guide to determine if yours is configured to do so. Existing customers will be notified before their instances begin using the service.

Tutorial

Logging in Without SugarIdentity

The following steps cover connecting the plug-in to a Sugar instance that does not use SugarIdentity:

Plugin
  1. In the Connection section under the General tab, enter your Sugar instance URL then click 'Connect'.
    Note: Be sure to begin the URL with 'https://'.
  2. If you have entered a valid Sugar URL, a login dialog box will appear. Enter your Sugar username and password then click 'OK'. If the connection is successful, you will see a success message.

Note: The Sugar Plug-in for Outlook is not supported for Sugar instances using single sign-on (SSO) unless the instance uses SugarIdentity.

Logging in With SugarIdentity

The Sugar Plug-in for Outlook can connect to a Sugar instance that uses SugarIdentity via standard login and single sign-on. Please note that the plug-in supports single sign-on for instances that are SugarIdentity-enabled and use LDAP or SAML. Please note that only some SugarCloud instances use SugarIdentity. Refer to the SugarIdentity Guide to determine if yours is configured to do so. Existing customers will be notified before their instances begin using the service.

Standard Login

The following steps cover connecting the plug-in to a SugarIdentity-enabled instance (not using LDAP/SAML):

  1. In the Connection section under the General tab, enter your Sugar instance URL then click 'Connect'.
    Note: Be sure to begin the URL with 'https://'.
  2. In the login window that appears, enter your Sugar username and password then click 'Log In'.
  3. A user consent window will appear requesting access to your Sugar account. Click 'Allow Access' to grant access for the connection to occur.

If the connection is successful, you will see a success message.

Single Sign-On Authentication With SugarIdentity

The following steps cover connecting the plug-in to a SugarIdentity-enabled instance that uses LDAP/SAML:

  1. In the Connection section under the General tab, enter your Sugar instance URL then click 'Connect'.
    Note: Be sure to begin the URL with 'https://'.
  2. In the login window that appears, enter your LDAP or identity provider (e.g. Okta) login credentials then click 'Log In' or 'Sign In'.
  3. A user consent window will appear requesting access to your Sugar account. Click 'Allow Access' to grant access for the connection to occur.

If the connection is successful, you will see a success message.

Necessary Libraries

The Sugar Plug-in for Outlook requires several libraries to function. The setup.exe file will install two of the necessary libraries if needed. Please note that running data.package.msi will not install the Outlook plug-in.

The required libraries are the following:

  • Microsoft Visual Studio Tools 2010 and higher for Office SE Runtime (included in setup.exe installer)
  • Microsoft .NET Framework 4.8 and higher (must be installed separately if not already present on your computer)

  • Microsoft Visual C++ 2010 Redistributable (must be installed separately if not already present on your computer)

Installing Visual Studio Runtime Library

The Visual Studio Runtime library (VSTOR) is typically installed automatically when installing the Sugar Plug-in for Outlook. However, if you do not have the necessary Visual Studio Runtime library (VSTOR), then the library can be installed from the Sugar Plug-in for Outlook installation file using the following steps:

  1. Navigate to the folder where the Sugar Plug-in for Outlook file is unzipped.
  2. Select the VSTOR40 folder then double-click on vstor40_x64.exe (for x64 platform) or vstor40_x86.exe (for x86 platform).
  3. Next, click 'Extract All' in the dialog box.
  4. Use the extracted vstor40_x64.msi or vstor40_x86.msi file to install the latest version of VSTOR runtime. From the command line, depending on your platform, run the following command: msiexec /i vstor40_x64.msi /quiet.

Troubleshooting Installation

The following sections cover steps you can take to troubleshoot installation issues with the Sugar Plug-in for Outlook.

Updating the Required Libraries

Sugarsync outlook plugin app

If you have trouble with the Sugar Plug-in installing properly, your computer may have outdated versions of the required libraries installed. To resolve this, you will need to complete the following steps:

  1. In the Windows Control Panel, click 'Add/Remove Programs' or 'Programs and Features' depending on your version of windows.
  2. Select 'Microsoft Visual Studio 2010 Tools for Office Runtime' then click the 'Uninstall' or 'Remove' button depending on your version of windows.
  3. Re-run setup.exe to install the Sugar Plug-in for Outlook which will replace these libraries with updated versions.

Enabling the Installation Logger

If installation problems arise, an administrator user of the machine where the plug-in is being installed can enable detailed logging to capture installation data into a log file. To do so, launch the setup.exe file via command line with the '/I' option (e.g. C:UsersusernameDownloadsSugar_Plugin_for_Outlooksetup.exe /l). This will create a new file in the installation folder that contains the log information. If issues persist, you may include the log file with your request for assistance from Sugar Support.

Configuring Outlook to Trust the Plug-in

If you are confident that installation was successful but you do not see the SugarCRM options in Outlook, you may need to tell Outlook that the plug-in is safe to run. In some cases, add-ins are mistakenly disabled by Outlook, but users can set Outlook to 'Always enable this add-in' for the Sugar Plug-in for Outlook. For most versions of Outlook, navigate to File > Options > Add-ins and then click the 'Go' button next to 'Manage: COM Add-ins'.

For more information and steps to complete, please refer to Microsoft's documentation.

Last modified: 2020-11-30 21:57:21

RESEARCH TRIANGLE PARK, NC – March 13, 2012:Lenovo (HKSE: 992) (ADR: LNVGY) and SugarSync today announced Lenovo Cloud Storage by SugarSync, the first Cloud storage service to be integrated as an out-of-box experience broadly on Lenovo’s PCs and tablets. Lenovo and SugarSync are working together to offer an industry-leading cloud service so consumers can access, sync and backup their files, photos, music and movies across their devices. Lenovo Cloud Storage by SugarSync will be available on new Lenovo ThinkPad and IdeaPad laptops and Android tablet products worldwide outside of China starting in April. The ability to download Lenovo Cloud Storage by SugarSync is available beginning today.
Lenovo Cloud Storage by SugarSync gives users a free 5GB account to instantly auto-sync their files, photos, videos and music to the Cloud from their Lenovo PC, tablet or any mobile device so their content is always available when they start using their device. Upgrades for additional storage capability are available for a fee.
Unlike other Cloud storage services, Lenovo Cloud Storage by SugarSync not only works with Lenovo products but also with Internet-based products from other manufacturers across a broad array of devices, including laptops, smartphones and tablets and across all major operating systems. Additionally, the service offers time-saving and security features such as group collaboration, social network sharing and data encryption.
“Lenovo Cloud Storage by SugarSync makes it incredibly simple and convenient for people to interact with their growing libraries of digital content, from anywhere, at anytime,” said Mark Cohen, distinguished engineer and vice president, Lenovo. “Lenovo Cloud Storage plays a fundamental role in our plan to expand Cloud services, bringing even more new capabilities to consumers and businesses around the world.”
Easy, Secure Access & Automatic Updates
Lenovo Cloud Storage by SugarSync will allow users to choose any of their data and sync it to the Cloud while also securing it and making it available for access and sharing. Not only does the service work with any PC-related device, but users can even access their data when they aren’t connected to the Internet using SugarSync’s two-way AutoSync technology. This technology stores users’ data in the Cloud and syncs it locally to the devices when used offline.
To be able to share large files like user-created movies or photos across devices, Lenovo Cloud Storage by SugarSync allows users to share links with others for downloading files directly from the Cloud. Users can also share a permanent link on social networking sites like Facebook and Twitter, from which friends can download the file straight from the Cloud. Users can also take advantage of SugarSync’s Outlook plugin, enabling users to share files from the Cloud directly from Outlook without attachments.
The service also takes the hassle out of sharing photos by automatically organizing them into albums and making them shareable with friends and family. For users with Android devices, SugarSync’s AutoSync technology automatically syncs the photos and videos right when they’re captured from the camera back to the PC over the air with no wires required.
Lenovo Cloud Storage by SugarSync enables collaboration via the ability to grant access to a person or group of people with an account to a shared folder on the user’s PC. While stored in the Cloud, users’ files are encrypted using 128-bit AES encryption so users can rest assured their data remains secure.
The service automatically uploads the latest version of a file to the Cloud after a user downloads it and makes changes to it, as well as syncs the latest version across all devices associated with the account. If needed to revert to earlier versions, the service retains recent versions of documents.
“Today people need to work with their data across all of their devices, while also being able to easily share and collaborate on that data from anywhere,” said Laura Yecies, CEO of SugarSync. “Lenovo Cloud Storage by SugarSync enables people to access, sync and share their digital lives across all computers and mobile devices. This partnership with Lenovo will give the many millions of Lenovo customers a seamless way to start using the Cloud for ultimate productivity with Lenovo ThinkPad and IdeaPad laptops and Android tablets – right out of the box.”
For the latest Lenovo news, subscribe to Lenovo RSS feeds or follow Lenovo on Twitter and Facebook.
About Lenovo
Lenovo (HKSE: 992) (ADR: LNVGY) is a $US21 billion personal technology company serving customers in more than 160 countries, and the world’s second-largest PC vendor. Dedicated to building exceptionally engineered PCs and mobile internet devices, Lenovo’s business is built on product innovation, a highly-efficient global supply chain and strong strategic execution. Formed by Lenovo Group’s acquisition of the former IBM Personal Computing Division, the company develops, manufactures and markets reliable, high-quality, secure and easy-to-use technology products and services. Its product lines include legendary Think-branded commercial PCs and Idea-branded consumer PCs, as well as servers, workstations, and a family of mobile internet devices, including tablets and smart phones. Lenovo has major research centers in Yamato, Japan; Beijing, Shanghai and Shenzhen, China; and Raleigh, North Carolina. For more information, see www.lenovo.com.

Sugarsync Outlook Plugin App

About SugarSync

Sugarsync Outlook Plugin Settings

SugarSync is a free service that enables people to access, sync and share their digital lives across all computers and mobile devices. SugarSync was launched in 2008 and is based in San Mateo, CA, SugarSync currently has millions of users worldwide. For more information, please visit www.SugarSync.com, follow us on Twitter @sugarsync (http://twitter.com/SugarSync) or on Facebook: http://www.facebook.com/SugarSync.