Oracle Beehive Extensions for Outlook Help - Supplement to Client Help

Oracle Beehive Extensions for Outlook Help - Supplement to Client Help

Product Version: 1.5

Updated on: September 18, 2009

Oracle Beehive Extensions for Outlook is Oracle's collaboration extension of Microsoft Outlook, providing Outlook users with direct access to Oracle Beehive collaboration features integrated with Outlook's e-mail, calendar, contact, and task functionality.

Note: This is a supplement to the online Help provided with the Oracle Beehive Extensions for Outlook client.

Oracle Beehive logo

About Oracle Beehive Extensions for Outlook

If you already use Microsoft Outlook as your default mail application, Oracle Beehive Extensions for Outlook will be the most familiar to you as you perform your day-to-day business messaging and collaboration activities.

This section contains the following topics:

What is Oracle Beehive Extensions for Outlook?

Oracle Beehive Extensions for Outlook provides a more collaborative environment within Outlook's integrated e-mail, calendar, contact, and task-based functionality. Using Oracle's robust collaboration features, you can easily save, organize, find, and share your project content.

Through Oracle Beehive Extensions for Outlook, you can access Oracle Beehive team and personal workspaces, folders and documents remotely. If you like to access e-mail from your phone, you can even configure your mobile device to receive notifications sent to your Oracle Beehive Extensions for Outlook account.

For more information on how to configure your mobile device to receive Oracle Beehive notifications, refer to the Configuring Mobile Devices Help page.

What features are included in Oracle Beehive Extensions for Outlook?

Oracle Beehive Extensions for Outlook includes the following features:

  • Integrated Oracle Beehive Conferencing (schedule and join)

  • Enhanced document control and management:

    • Sensitivity control on folders and documents

    • Explicit document lock/unlock

    • Document version control:

      • Configuration

      • Check-in/check-out/cancel check-out

  • Efficient document sharing and collaboration (context menu options)

  • Expanded document properties (copy URL, labels, version, lock status, version history)

  • New Server-side rules

  • Server-side directory search on users, resources, and groups

  • Reminders on day events

What operating systems does Oracle Beehive Extensions for Outlook support?

Oracle Beehive Extensions for Outlook supports Microsoft Windows 2000, XP, and Vista operating systems, with the following versions of Microsoft Outlook: 2000, 2002, 2003, 2007.

Getting Started

This section contains the following topics:

How do I access Oracle Beehive Extensions for Outlook?

Oracle Beehive Central provides direct access to all Oracle Beehive hosted applications.

To download the Oracle Beehive Extensions for Outlook client, follow the steps described in Where do I download Oracle Beehive Extensions for Outlook?.

To access Oracle Beehive Extensions for Outlook, users must provide credentials for authentication.

Where do I download Oracle Beehive Extensions for Outlook?

Oracle Beehive Central provides links to each Oracle Beehive application available for download.

To download Oracle Beehive Extensions for Outlook:

  1. Access the Download Center by clicking Downloads.

  2. On the Download Center page, click to download Oracle Beehive Extensions for Outlook.

  3. After downloading, locate the Oracle Beehive Extensions for Outlook client on your system, and click the Oracle Beehive application icon to begin installing.

What is my Username and Password?

Your company will have assigned each user specific credentials to use for Oracle Beehive Extensions for Outlook. Your username is typically your e-mail address. Check with your Oracle Beehive system administrator for your assigned password.

Oracle Beehive Extensions for Outlook Quick Tips

Following are additional tips and information that are either quicker to access than, or not included in the Oracle Beehive Extensions for Outlook Help.

This section contains the following topics:

How do I move or copy a folder from one workspace location to another within Oracle Beehive Extensions for Outlook?

To move or copy a folder from one Workspace location to another, simply right-click the folder, and select Copy [folder name] or Move [folder name]. In the Copy [or Move] Folder window, select the new folder location, then click OK.

How do I move or copy a document into a workspace?

You can move a document from one location (either in or outside of) Oracle Beehive Extensions for Outlook to a Beehive workspace by using drag-and-drop, or cut-and-paste functionality. To copy a document, you can simply copy and paste, leaving the original document in place, with a copy pasted into another Oracle Beehive Extensions for Outlook workspace.

To move (drag and drop) a document into a workspace:

  1. Locate and select the document you want to move, (either within in Oracle Beehive Extensions for Outlook, or in another location on your system).

  2. In Oracle Beehive Extensions for Outlook, drag and drop the document (such as from Windows Explorer Folders view) into the workspace folder you select (such as Documents) in the Oracle Beehive Extensions for Outlook Folder List.

To move (cut and paste) a document into a workspace:

  1. Locate and select the document you want to move, then type Ctrl+X to cut the document from the current location. (Optionally, in Oracle Beehive Extensions for Outlook, click the Edit menu, and select Cut.)

  2. In the selected workspace folder, type Ctrl+V to paste the document into the new location.(Optionally, click the Edit menu, and select Paste.)

To copy (copy and paste) a document into a workspace:

  1. Locate and select the document you want to copy, then select the document and type Ctrl+C to cut the document from the current location. (Optionally, in Oracle Beehive Extensions for Outlook, click the Edit menu, and select Copy.)

  2. In the selected workspace folder, type Ctrl+V to paste the document into the new location. (Optionally, click the Edit menu, and select Paste.)

How do I check my current server storage space usage?

You can periodically check the current storage space usage by looking at your workspace quota within Oracle Beehive Extensions for Outlook.

To check your current workspace quota:

  1. In the Tools menu, select Workspaces, then Workspace Quota.

    View the Hard quota, Soft quota, Used space, and Status.

  2. Click Close.

How do I start Oracle Beehive Extensions for Outlook offline?

To switch to offline mode in Oracle Beehive Extensions for Outlook, click the File menu, and select Work Offline.

How do I configure synchronization settings in Microsoft Outlook 2002, 2003 or 2007?

When connected to the network, Oracle Beehive Extensions for Outlook will refresh folders automatically based on notifications from the Beehive server whenever changes in data occur. However, whether you are online or offline, you can change settings such as how frequently synchronizations occur, and which folder or folder items you want to synchronize.

For information on configuring offline settings (synchronizing between online and offline states), refer to the section Working Offline in the Oracle Beehive Extensions for Outlook client Help.


Note:

By default, Oracle Beehive Extensions for Outlook profiles are configured to synchronize both local and server data.


To set up synchronization with Beehive using Outlook 2002, 2003 or 2007:

  1. From the Tools menu, select Send/Receive then Send/Receive Settings, then Define Send/Receive Groups.

  2. In the Send/Receive Groups window, ensure that the Include this group in send/receive (F9) option is selected (by default).

  3. Optionally, if you want synchronization to occur at scheduled intervals (versus manual synchronization), then select the Schedule an automatic send/receive every option, and select a time interval in the minutes box.


    Note:

    In most cases, you will not need to manually synchronize your data because the Beehive server is configured to notify all Beehive clients and automatically reconciles changes.


  4. In the box above, select the All Accounts group name and click Edit.

  5. In the Send/Receive Settings window for the selected group, under Account Options, choose from the following manual synchronization options. (Optional.)

    1. If you want to only perform manual synchronizations, then select Refresh folder when notified.

    2. If you want the refresh to occur in scheduled intervals then select the Refresh folder every option, and select a time interval in the minutes box.

  6. In the Folder Options window, select the folders/items and their subfolders/items you want to synchronize, and set the synchronization levels for each item:

    • None: No items in the folder are synchronized.

    • Headers: Only item headers are synchronized. (This option is only available for e-mail folders and document folders.)

    • Full: All data, including attachments, for items in the folder are synchronized.

  7. When finished, click OK, then Close.

How can I turn off Calendar e-mail notifications?

To turn off Calendar e-mail notifications:

  1. From the Tools menu, select Options.

  2. Click the Beehive tab.

  3. Under Notifications, click Notify Options.

  4. Clear the I want to receive notifications option.

  5. Click OK.

How do I purge deleted messages from my Inbox?

From the Tools menu, select Expired Messages, then choose either Delete Permanently, or Clear Expiry Flag.

Troubleshooting and Limitations

This section contains the following troubleshooting topics and known limitations:

Why do I get a Your server is slow... message?

Occasionally, when the server is busy processing requests you may notice a pop-up message that appears above your system tray. The message notifies you of possible temporary delays in downloading new items from the server or delays in synchronizing/uploading local changes to the server. You can continue to use the Oracle Beehive Extensions for Outlook without any issues while this occurs.

What is the difference between Deleted Items and Trash folders?

When you delete an item in Outlook, the item is moved to the Deleted Items folder. However, different applications use different folder names for deleted contents. If you delete an item in an IMAP application (such as Thunderbird), the item is moved to the Trash folder. The Trash folder is the default folder for items being deleted in Thunderbird, whereas the Deleted Items folder is the default folder for items being deleted in Microsoft Outlook.


Note:

If you have been migrated to Beehive from the Oracle Collaboration system, then you may also see a folder called Deleted Items 1" which contains the items from your Oracle Collaboration Deleted Items folder


How do I recover from a synchronization issue?

In general, synchronization issues occur when items could not be successfully updated on the server from Outlook. Synchronizations errors are uncommon. However, in cases of intermittent network/server instability, these errors may occur more frequently. Other cases in which a synchronization issue may occur may include when a meeting cannot be created due to a resource that was already booked.


Note:

For synchronization issues due to booking conflicts with resources, see How do I resolve a meeting scheduling error?


Error Details

The Synchronization issues dialog appears when you encounter an issue. A synchronization issue icon is also displayed in the system tray. This dialog box can also be opened from the View > Synchronization Issues menu if you have an existing synchronization issue. When you experience a synchronization issue, first view the details provided for the issue in this dialog. The Error Details section explains what operation could not be completed, and describes the cause for the error.

Recovering from the Error

To view other available options, you can expand the Synchronization Issues dialog box (if not already expanded) by clicking More Options. From the items listed in the Synchronization Issues dialog box, you can begin to resolve the errors by taking one or more of the following actions:

  • Resolve Attempts to resolve the synchronization issue. This may open the item to allow you to make changes or retry the operation against the server.

  • Retry Attempts to recommit the changes on the server. If the reason for the issue was transient, this will resolve the issue and be removed from the issue list. If the reason for issue has not changed, then the issue will remain on the list.

  • Discard Reverses the change and removes the item(s) from the issue list.

  • Open Opens the selected item(s) to allow you to view or make changes. If there is nothing to open in the issue, then no action results.

How do I resolve a meeting scheduling error?

Most meeting scheduling errors are caused by booking conflicts with resources or in rare cases, inviting attendees who set the option not to be invited to any meetings. In the latter case, a system tray notification appears. Clicking the pop-up notification will show the synchronization issue item in the Synchronization Issues dialog box.

From the Synchronization Issues dialog box, you can determine the cause of the issue for that meeting by viewing the Error Details section. If the cause of the synchronization issue is due to a booking conflict with a resource, the Error Details section lists the name of the meeting causing the issue, and show the reason (in this case, which resource could not be booked), and provide ways to troubleshoot the issue.

  • Resource Conflicts For issues with a resource conflict, try one of the following actions:

    • Move the meeting to another time when the resource is not booked

    • Remove the resource from the meeting


Note:

A new or updated meeting that results in a synchronization issue is not updated on the server, and invitees (if any) have not received any meeting requests or updates.


What should I do if I suspect Outlook folder contents are not in sync with the server?

If you suspect that your Outlook folder or its contents may not be synchronized with the server (new messages or folders are not being downloaded, and/or modified, or moved messages are not uploaded to the server), then try the following actions to verify and correct the inconsistency:

  • Open Zimbra On a supported browser, open the Zimbra Web application on the same machine to connect to Beehive. You should be able to verify the contents of the Outlook folder.


    Note:

    If no changes were saved to the server (not seen in Zimbra), or if you are not seeing changes in Outlook that are present in Zimbra, then try resetting the folders by checking folder Properties.


  • Check folder Properties If you have changes that have not been saved on the server, copy the items (cached locally) to a backup .pst (personal) file, then reset the folders:

    1. Right-click the folder, and select Properties.

    2. Click the Administration tab.

    3. Under Folder Actions, click Reset.

    After all contents are downloaded, copy the backup items in the server folder of Outlook.


    Note:

    If the folder and its content still appear to be inconsistent after the reset, then copy any changes you have made locally into a .pst (personal) folder, then reset the Outlook profile. (Refer the section Modifying a Profile in the Oracle Beehive Extensions for Outlook client Help. After the profile is reset, copy the same local changes from the .pst folder back to your Outlook profile. You may want to contact your administrator for further assistance.


How do I reduce my Quota usage?

The best way to reduce the quota usage is to archive old messages from your server folders into to a .pst (personal) folder by using Outlook's Auto Archive feature.

Auto Archiving

You can configure Auto Archive with the same settings for all folders, or you can customize settings on a folder-by-folder basis.

To access Auto Archive feature, go to Tools > Options > Other > AutoArchive

Client-side Rules

You can also have local .pst folder and move messages to the folder manually, or setup client-side rules to automatically move messages.

To set up client-side rules, go to Tools > Rules Wizard > Client-Side Rules

Why does my meeting time appear to be off by an hour on Windows 2000?

On Windows 2000 operating systems, Oracle Beehive Extensions for Outlook may show scheduled meeting times offset by an hour. This could happen when the organizer schedules the meeting to occur in a month either during the standard or daylight savings time period, when the meeting itself was scheduled in the opposite time period.

This is due to lack of support for time conversion functionalities in Windows 2000. As a workaround, you may want to alert other Windows 2000 users of this limitation when scheduling meetings that will occur outside of the current time period (standard or daylight savings). Alternatively, you can use a calendar in another Beehive-supported time management application, or upgrade your Windows operating system. Microsoft has resolved this issue in Windows XP and later operating systems.

Why does my Global Address List show only some users and not the complete directory?

A new feature in Oracle Beehive Extensions for Outlook provides administrators with an option to control what users/groups are initially downloaded to the Global Address List in Outlook. By default, all new (or migrated) users see only an initial list that includes their manager, peers, direct reports, and groups. Additional contacts are downloaded and added to the local Global Address List as required by the task, such as when users send and receive e-mail.


Note:

An administrator can configure this feature to enable the download of the full corporate directory to Outlook's Global Address List. See also Oracle Beehive Extensions for Outlook Global Address List Adjustments for Scalability.


Why aren't my working hours that I changed in Beehive Central reflected in Outlook?

Oracle Beehive Extensions for Outlook does not currently synchronize with working hours stored on the Beehive server. Therefore any changes you make to your working hours preferences in Beehive Central will not be reflected in the Oracle Beehive Extensions for Outlook client.

It appears Oracle Beehive Extensions for Outlook retains sensitivities when documents are added to folders. How do I change this?


Note:

This limitation also applies to Oracle Beehive Extensions for Explorer.


When a user adds a document to a folder, Oracle Beehive Extensions for Outlook retains the sensitivity of the document even if it differs from the sensitivity of the folder. This behavior may have unintended results, especially if the intent is to move a private document to a public folder for wider distribution. If this is the case, you need to manually change the sensitivity of the document (Private) to match that of the destination folder (Public).

I don't see the Document Actions menu option. How do I check in/out [or lock/unlock] documents?

The Document Actions menu option becomes available from the Actions menu only when versioning on the parent folder or workspace is enabled. Follow the steps to enable versioning on your selected workspace or folder first (as described in the section Configuring Versioning in Oracle Beehive Extensions for Outlook Help).

To set versioning on a workspace or folder:

  1. Right-click the folder or workspace containing the documents you want to set up for versioning, and select Properties. (If you select a workspace, the menu will show Properties for Workspace - [name].)

  2. Click the Versioning tab.

  3. Select the type of versioning you want to apply to all documents in the selected folder or workspace, then click OK.

Continue with steps to check in/out or lock/unlock your document as described in the section Document Control and Management in Oracle Beehive Extensions for Outlook Help.

I moved/copied a document to the Public folder, but users cannot access it.

Moving or copying a document to the Public folder does not automatically make the document available to all users. To ensure other users can access your document, you must manually set the sensitivity on the document to Public.

I upgraded to Microsoft 2007, and now Outlook won't start.

Oracle Beehive Extensions for Outlook must be installed on the new operating system before your Microsoft Outlook will start. Download the latest version of the Oracle Beehive Extensions for Outlook client from the Download Center on Beehive Central. (See also Beehive Central Help.)

How do I upgrade my version of Oracle Beehive Extensions for Outlook?

You will be notified when new software updates are available via your Windows system tray (lower right corner of your screen).

I'm unable to install Oracle Beehive Extensions for Outlook on Microsoft 2000, even after installing SP-3.

Your Microsoft Outlook configuration is not running in the proper mode. Oracle recommends changing your configuration to Workgroup mode. Follow the steps below to change to a Workgroup configuration:

To change your configuration mode:

  1. From your Microsoft Outlook Tools menu, select Options.

  2. Click the Mail Delivery (or Mail Services) tab, then select Reconfigure Mail Support.

  3. On the E-mail Service Options page, select the Corporate Workgroup mail support option, then click Next.

  4. At the confirmation dialog, click Yes. Microsoft Outlook will close.

  5. Restart Microsoft Outlook. The Windows installer will start and install the required files.

I can't get Oracle Beehive Extensions for Outlook to shut down completely. The icon still appears in my Task bar.

Check your Windows Task Manager for Microsoft Outlook processes that may still be currently running, and end those processes.

To end all Outlook processes to close Outlook:

  1. Access your Windows Task Manager by typing Ctrl+Alt+Delete, then click Task Manager.

  2. Click the Processes tab.

  3. Select the OUTLOOK.EXE process, then click End Process.

I'm unable to send e-mail in Rich Text format in Oracle Beehive Extensions for Outlook.

Oracle recommends changing your Microsoft Outlook option for e-mail composition format from Rich Text to HTML.

To change to e-mail formats:

  1. From the Tools menu, select Options.

  2. In the Options window, click the Mail Format tab.

  3. Under the Message format section, choose HTML from the message format list.

  4. Click OK.

All Rich Text formats will be converted to plain text using Oracle Beehive Extensions for Outlook.

What is the limit for the number of attendees I can add to a Calendar meeting invite?

You can create a meeting with up to 5000 attendees. The meeting can be either a single occurrence with the maximum number of attendees, or a recurring meeting totalling the maximum number of attendees at the end of the final occurrence. For example you may schedule a recurring meeting with 100 occurrences each with 50 attendees.

Can I view the e-mail MIME headers in Oracle Beehive Extensions for Outlook?

Oracle Beehive Extensions for Outlook does not use MIME to display e-mail in Microsoft Outlook, nor use IMAP/SMTP to submit e-mail to the server. Rather, Oracle Beehive Extensions for Outlook uses a proprietary Oracle/Beehive XML type encoding as payload of all its data between the client and the server.

If you need to access detailed MIME data, you can obtain header information by pointing an IMAP client to the same e-mail account. Check with your system administrator if you need further assistance.

Why can't I access the folders in my resource calendar?

When adding a resource calendar to your list of calendars that you frequently access, other folders are added automatically in the Folder list under that resource, such as contacts, tasks, inbox). However, by default, you do not automatically have access to the content in those folders.

Why can't I access any content in a team workspace?

You must be added as a team member to a workspace in order to access any of its content. Check with the team workspace owner to be sure you are added as a member, and grant you access to that workspace.

Accessing Online Help

To access Oracle Beehive Extensions for Outlook online Help, from Outlook's Help menu, select Oracle Beehive Extensions for Outlook Help.

Known and Resolved Issues

This section contains a list of issues related to Oracle Beehive Extensions for Outlook, that are both currently open, and those that were resolved in the latest release.

Known Issues

This section includes the following issues that are known to exist in this release:

Copying a Folder Only Copies Part of its Contents (Particular Scenario)

Bug 8857650. In a specific scenario, when a particular type of folder containing over 1000 e-mail messages was copied, only the first 1000 messages were copied. However, regular documents in the folder were retained and unaffected.

Delegate May Still Be Able to Access Delegator's Items After Delegate Has Been Removed

Bug 8369097. When a delegate is removed, who had been granted manage all access privileges to the grantor's workspace folders, the former delegate may still have access to these same items in the delegator's workspace. This may still occur regardless of attempts to refresh or reset the folder list for the delegator's workspace.

Documents Opened in Preview Pane Do Not Show Changes Made By Others

Bug 8317248. If a document is opened in the Preview pane, changes made in other clients, such as being locked/unlocked, or checked out/checked in will not appear. To view changes made by others, click Actions, and select Document Actions, then Redownload This Document.

Changing Start Date of a Recurring Meeting or Day Event Unexpectedly Generates a Withdrawn Notification

Bug 7457652. Whenever the Start date is changed on a recurring meeting or all day event, a Withdrawn notification is generated. A Withdrawn notification should not be generated.

Resolved Issues

This section includes the following issues that have been resolved in this release:

Server-Side Rules Unexpectedly Reloaded Each Session

Bug 8807837. Server-side rules were being reloaded for each new session, rather than only when modified in another application.

Free/Busy Schedule of Logged On User is Unavailable When Creating an Appointment in a Team Workspace

Bug 8764495. The free/busy information of the logged on user was not available when creating a meeting in a team workspace, or in another user's workspace as a delegate.

E-Mail Created By Resending, Sends Message Even After Silent Failure

Bug 8665027. Resending an e-mail message from within the Sent Items folder soon after it was originally sent, caused it to fail without sending the message.

Unable to Convert Day-Event to Meeting When Only End Time Has Changed

Bug 8728928. In a specific case, users were unable to change a day-event to a regular meeting, when only the end-time of the meeting was changed while the start-time remained unchanged.

Forwarded Message May Remain in Outbox If Attachment was Not Downloaded in Original Message

Bug 8827623. In a specific case, when forwarding an e-mail message containing an attachment, the message remained in the Outbox folder.

Change to Calendar Meeting Instance May Be Lost if Completed After Changing Series Before Upload

Bug 8423339. In the Calendar, changes were lost when updates were made to one instance of a meeting in a series, then the series was updated before changes to the instance were saved to the server.

Reminder Lead Time Set By Delegate May Be Lost

Bug 8546599. Lead time on reminders were lost when set in a delegator's calendar. This occurred when a delegate set a timed reminder on a meeting that was created in the delegator's calendar.

May Be Unable to Accept/Decline Meeting Invitations

Bug 8488145. An updated meeting invitation received in a recipient's e-mail inbox did not reflect the new date/time, therefore did not allow the invited user to accept or decline the invitation.

Remove Change Password Option

Bug 8565371. The change password option in Oracle Beehive Extensions for Outlook was ineffective in deployments in which authentication was provided by a third party service. As a result, the option has been removed.

Oracle Beehive Extensions for Explorer Does Not Recognize PST Loading Option in Outlook

Bug 8499009. When Outlook is configured to prevent users from loading .pst file types (also known as personal file folders), Oracle Beehive Extensions for Outlook still allowed access to this functionality.

Member Workspaces and Groups Not Updated in Global Address List (Limited Option)

Bug 8622195. Accessible team workspaces and their corresponding groups were not being updated in the Global Address List (GAL) automatically upon startup. This occurred when a user's GAL was enabled with the limited contacts option (building contacts from few to many) which did not reflect workspace changes.

Meeting is Copied in Personal Calendar When Meetings/Attendees are Modified in Other Workspaces

Bug 6610361. In a team workspace, when the signed-in user created a meeting, and added him or herself as an attendee, a copy of the meeting was added to the workspace calendar and re-invited all attendees.

Oracle Beehive Extensions for Outlook Global Address List Adjustments for Scalability

Bug 8476591. An option was added that allows administrators to adjust the configuration of the Oracle Beehive Extensions for Outlook Global Address List to improve performance and scalability. For more feature information, see Why does my Global Address List show only some users and not the complete directory?

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