[scrow]

Our entire organization operates in a Citrix enviorment. Has anyone been able to make the Oulook Intregration and Raisers Edge work within a Citrix enviroment? So far our Citrix engineer and I have not beenable to make the REOutlook7.dll available to our RE Security Group so they can use it.

Any ideas - suggestions?

thanks,

Scott

[Matthew]

we aren't having problems using the RE/Outlook integration via citrix. We're hosting Outlook in Citrix rather than accessing the online verison of Outlook.

[scrow]

That is good to know - I will have to ask the Citrix Engineer to make the Blackbaud DLL folder available to RE users so we can see if it will work.

[Vinojd1]

Have either of you seen/dealt with/ resolved (hopefully) this question: RE synchronizes ONLY to Outlook Default Contacts folder - which menas that your 'real' contacts get muddled in with constituent record 'contacts, which users want to be separate - for a variety of reasons. A distribution list approach would work, but entails 'moving' each constituent contact out of the default contacts folder into the respective dist list...any ideas?

[Vinojd1]

Matthew - can you elaborate a bit on how you are 'hosting' Outlook on the Citrix server? I'd like to give our server techs some helpful hints - as we are finally going to an Exchange server environment & now need to make this function for RE users to use email ...from their terminal server session environment.

[Matthew]

I've asked my tech support to explain this to me and I'll report back as soon as I have the info.

Peter - I think we should move this thread to the Microsoft Office section rather than Misc - 3rd Party Apps.

Thanks
Matthew

[Vinojd1]

thank - I agree about moving it (unless you believe, as I do, that Microsoft is a 3rd party app ))

[Vinojd1]

For what it's worth, here's what we've learned here about implementing Outlook on a Terminal Server for common use by multiple users attaching via Remote Desktop: Outlook gets installed on the terminal server, but then must be configured for each user individually to integrate the RE sunchronization COM add-in. To do that, each individual must be temporarily made part of the Administrator group on the terminal server, their network login used to get onto the server to open outlook (while in their profile) and add in the RE Outlook .dll for synchronization. Once that is done, exit from user's login, log onto the terminal as admin (or an ID with admin rights to that terminal server) and move user into Power User group on the server. Cumbersome, but the only way to do it. In addition, if users wish to keep some of their contacts segregated by whatever distinction (state, city, zip code, based on a specialized query from RE), you can create unique folders under contacts (naming them whatever they wish to coincide with the distinction they designate), run synchronization (which wil pull them into the default Contacts folder [Microsoft limitation]) and then MOVE them into the individualized contacts folders BUT, it is subject to this caveat:
You can synchronize only with contacts in the default Contacts folder in Outlook. New contacts added through the integration are also placed in this folder. If you move linked contacts out of this folder, the connection with Raiser’s Edge constituents is broken

[Vinojd1]

Well - should have tested before I typed; turns out that you can create a sub-folder under default contacts, move RE cons records into it & NOT break the link back to RE because (I'm guessing) it's still within the 'default' folder (egg on my face)

[Matthew]

by the way...I'm still waiting to get details from our IT dept about how we have it setup...I haven't forgotten, and I'll post it as soon as I get the goods.
Thanks
Matthew

[Vinojd1]

Thanks - did u read my earlier post about the way we're having to implement it; be interesting to see if it's the same within the Citrix environment, i.e., necessity to configure outlook individually by user profile....and did my wanderings about sub-folders eventaully make any sense?