Sync Mail and Folders, Calendar, Contacts and Tasks; Advanced persona features; Advanced Zimbra sync for out-of-office, signatures, rules, etc. Platform, Download. Zimbra Connector Outlook () – Windows bit, Download · (MD5) (SHA). Zimbra Connector Outlook. Outlook bit and bit editions of Microsoft Office. and Click to run To install ZCO, you must download the ZCO MSI installation file to your.
 
 

 

Zimbra Connector for Microsoft Outlook User Guide

 

Preserve transport headers. If your organization has set up Outlook rules that use transport headers, select this option. This option uses more storage space on your computer. Click the ZDB Configuration tab to set your roaming profile settings. Your Outlook profile information and settings are stored on a remote machine default location , or you can store on your own machine.

You can also relocate your ZDB file and save disk space by compacting your profile information and settings. Select either: Store ZDB in the profile. Selecting this option will store your ZDB in your profile. Store ZDB in the external folder. To store your ZDB in an external folder, select this option and click Browse.

Move ZDB. If you want to move your ZDB, click this option and follow the on-screen instructions. Compact ZDB. Click this option to compress your ZDB to save disk space. Click Apply and OK. If your system administrator has installed a newer version of ZCO on the server, and if you already have a version of ZCO installed on your system, upon your next login you are asked if you want to upgrade ZCO. You can select to upgrade, skip the version, or never upgrade.

Once you select to upgrade, the latest version downloads to your computer and the upgrade begins. This initial synchronization can take some time depending on the size of the mailbox being synchronized.

You can use Outlook during the synchronization because ZCO synchronizes in the background. New mail received during the synchronization is delivered immediately. After Your Initial Synchronization After your first synchronization, you can access your Zimbra account using Outlook. Your Zimbra mail folders display in the Navigation pane.

You can view your calendar, contacts, and tasks by clicking the application bar below your mail folders, located at the lower left of the pane. The most recent received displays in your Inbox in the Content pane. The Content pane also displays the details of appointments, contacts, and tasks, depending on what application bar is active.

Your upcoming appointments and tasks display in the To-Do Bar on the right side of the view. Synchronized data is saved in the Zimbra database ZDB. Manually Synchronizing Your Account You can initiate a manual synchronization of ZCO with Outlook, or perform a delta synchronization to update your account with changes made since the last synchronization.

Outlook automatically uses this profile as its default profile when you launch Outlook. You can combine your Zimbra profile with non-zimbra accounts. A profile contains account and data file information. You can have multiple profiles to manage different accounts. For example, you might have a profile for your work-related account and another for your personal account.

You cannot add more than one Zimbra account to a profile. In the Account Settings dialog box, click the Data Files tab. Select the Zimbra profile for which you want to compact the ZDB and click Settings, or double-click on the profile to compact. Click Compact ZDB.

A progress window opens. When the window closes, the ZDB compaction is finished. Each Outlook Notes folder appears as a Briefcase folder. Briefcase folders created with the Zimbra Web Client are not displayed in Outlook unless they contain Notes.

Creating Different Identities A Zimbra persona allows you to create a separate identity to manage different types of. For example, you can create a business persona for your business and a personal persona for your personal. All outgoing displays the address of the persona that you are using.

You can view, add, edit, and delete your Zimbra Personas from Outlook. Note: If you previously created personas using the Zimbra Web Client, the personas also exist in Outlook. Add a Persona 1. Click the Personas tab and click Add.

Enter the name for the new persona and click OK. Optional In the Personas Settings area, edit the From name field. The name and you enter is displayed in the From field of outgoing s sent using this persona. For example, s sent from a business persona might be sent by Sam Sample, while s sent from a personal persona might be sent by Sam. Optional Check the Set the Reply-to field of messages to box. Enter the Reply-to name and address.

This displays in the Reply-to field of outgoing s sent using this persona. Replies sent to these s are automatically directed to the Reply-to address.

Click Apply to save your changes. Select a Default Persona You can select to use a persona as your default Outlook identity. Select the address and click Set as Default. You can only have one default Outlook identity. Sync Personas If you are composing a new message and you do not see the Account menu in the New Message dialog, or you do not see your persona in the Account menu, you can sync your personas to resolve the issue.

Confirm your account is in the Personas list. If your Persona is not listed, you need to add a persona. This action syncs personas and displays the Account menu in the New Message dialog. Delete a Persona 1. Select the persona you want to delete. Click Delete. The persona is deleted. To recover a deleted persona before changes are applied, click Cancel.

You cannot delete the default Persona. Personas cannot be recovered or restored once your changes are applied. In Outlook, you can assign categories to messages, contacts, tasks, and appointments. These categories are synchronized to your Zimbra account and are identified as tags when viewing your account from the Zimbra Web Client.

You can use tags to organize and find particular items. You can apply more than one tag to an item. The mail is displayed grouped by category in the Content pane. You can use the Zimbra Server Rules feature to create filters to manage your and Calendar invitations from Outlook. A filter consists of rules or conditions. If the rule is met, a specified action is performed.

Note: Outlook local rules for filtering are not executed automatically. Create a New Rule 1. In the Rules dialog box, click the New. A Rules Wizard dialog displays. In the Select condition s section, select the conditions that the message must match. As you select the conditions, they display in Edit the Rule Description section.

If the condition you selected requires a value, such as with specific words in the body, you must enter the values or parameters for the condition: 16 ZCO 8.

Click the condition line in the Edit the Rule Description section. In the dialog that opens, enter, add, or select the value s or parameter s for the condition and click OK. In the Select actions section select what you want to do with the message, such as moving or forwarding the message. As you select the action, it displays in the Edit the Rule Description section. If the action you selected requires a value, you must enter the values or parameters for the action: a. Click the action line in the Edit the Rule Description section.

In the dialog that opens, enter, add, or select the value s or parameter s for the action and click OK. In the Select exception s section, select the exceptions that the message must match. As you select the exceptions, they display in Edit the Rule Description section. If the exception you selected requires a value, you must enter the values or parameters for the exception: a.

Click the exception line in the Edit the Rule Description section. Enter a name for your new rule in the Specify a name for this rule field. Select whether to apply the rule to messages that meet Any condition or All conditions.

Optional Select Do not process additional filter rules if applicable. Review your rule description. To make changes, click Back. If your rule description is correct, click Finish. Your new rule displays in the Rule list.

Edit an Rule 1. Select the rule you want to edit. Click Edit. Select the condition, action, exception, or other detail you want to edit. Click Finish when you are finished editing the rule. Click Apply to exit the Rules Wizard and save your changes.

Delete an Rule 1. Select the rule you want to delete. Sharing Folders 4. You can share your , address book, calendar, tasks, and briefcase folders with others either in your organization, external guests, or the public. You can share with internal users who can be given complete manager access to the folder, external guests that must use a password to view the folder content, and public access so that anyone who has the URL can view the content of the folder.

Enable Sharing Folders To share items, you must have the Zimbra sharing add-in enabled. Select the Zimbra sharing add-in and click Enable. Create Internal, External, and Public Shares When you share your folder, you identify whether to share your folder internally, externally, or to create a public share. Internal share. You select the types of privileges to grant to internal users. External share. External users can view your folder using their address and a password that you assign.

External users cannot make any changes to the information they view. Public shares. Anyone can view your folder using the URL of the folder. Viewers cannot make changes to the information they view. Note: Mail folders can only be shared internally.

The access privileges are defined as follows: Read. View items in the folder. Change the content of the folder. Add items to the folder. Delete items from the folder. Act on workflow. Respond to requests. Administer folder. Modify the permissions of the folder. The grantee has the same access to the folder as the owner. Select to sync all calendar content, or select to sync partial calendar content by selecting a specified number of days to sync. Check this box to allow users to enable local Outlook rules.

By default, local Outlook rules are disabled. Check this box for users to store their passwords in their profiles. Uncheck this box if you do not want user passwords stored in their profile.

They enter their password at each login. But if this option is selected, ZCO bypasses the interval and syncs within 60 seconds if it detects a change made by Outlook or a change made by the server. If a link to a shared folder is accepted in Zimbra Web Client, then when this option is enabled, the shared store is automatically added to Outlook. The Outlook AutoArchive function is disabled for Zimbra profiles and folders.

This feature should not be enabled. Auto-archiving removes files from the server, including items shared with others. This can cause data loss or problems with recurring appointments, shared items, and historical calendar data. If you forward a meeting invitation to another user, a notification is sent to the original meeting organizer because you have now extended their invitation to a new invitee.

Core Dumps : In the event of a crash, ZCO automatically generates a core dump which can be analyzed by the support team. Occasionally, conflicts can occur during installation, so if this is a new installation that has never functioned correctly, consider uninstalling ZCO, rebooting and reinstalling. These messages are created to help Zimbra technical support and engineering debug and fix errors.

The Sync Issues folder is displayed in the Folder List. Users can tell when new messages are in these folders when the folder is bold and the number of unread messages is displayed. Review the Failure messages. The problem might be simple to resolve, such as an out of quota message.

If you cannot resolve the error based on the message, submit the messages with a support case to Zimbra Support. If users are having issues with specific emails or folders, you can use this group to collect information to help debug the issue.

When conversion problems occur, it can sometimes be useful to see the original MIME. For this, select the message and click Show Original. Sync tokens increase in numerical value between one sync and the next. Setting a sync token to an earlier number allows you to resync any items that failed to sync between the sync token you set and the current sync token. A support engineer may request that you use this feature.

You can open this in two ways:. The Advanced button hides some detailed options which should not be modified unless your support engineer advises you otherwise. This file is generated even when logging is disabled, and contains a top-level summary of folders and messages that have been opened, synchronizations that have been done, and any significant errors or warnings. Some general tips for capturing effective troubleshooting information for Zimbra Support include:.

This compressed log archive contains all the files present in ZCOLogs folder other than zip files and files in subfolders and can be used while reporting an issue.

DMP files and provide these to Zimbra Support. If Outlook hangs, Zimbra Support might ask you for a hang-dump. A user receives a Local Failure message stating that the. To fix this issue, you must repair the. Use the scanpst. It is not uncommon for ZCO to encounter problems when running third-party Outlook add-ins or antivirus software. Try disabling the add-ins before retrying to use ZCO. To report the problem, log a bug with Zimbra, list all of the Outlook add-ins that are installed, and indicate the add-ins you think are causing the conflict.

Click the file to open. In some cases, it might be necessary to uninstall ZCO, delete the profile and. When you start ZCO with a Click-to-Run version of Outlook , you might see a message box asking for permission to change the registry settings. This will happen if recent Microsoft Office updates have removed the ZCO created registry keys, which is required for Outlook search to work properly. Allow ZCO to reset the registry settings. If denied, outlook search might not work properly.

If the installed release of the Office product is a Click-to-Run edition, the text will include “Click-to-Run”. You can contact Zimbra Support at support zimbra. To provide the highest level of service, gather the following information before contacting support.

Crash Dumps. These are generated automatically if Outlook crashes. For ZCO 8. Beyond the above information, include the following information if it is relevant to your problem. Install logs : If users are experiencing issues with installing ZCO, include the install logs. You can create install logs by running the following command. For example, the following command creates a ZCO install log named casezco-install. Sync error messages : If users are experiencing issues with syncing, include any relevant error messages.

You can find sync error messages in the Local Failures and Server Failures folders, located in the Sync Issues mail folder. For more information about the Sync Issues folder, see earlier in this guide.

If your issue is not a known or common issue, or is persisting despite troubleshooting, you can use the following additional resources to search for information about your issue or contact Zimbra Support for help.

Web Search : If you cannot find a solution to your issue through the Zimbra Forums, you might be able to find other resources or information using a Web search. Synacor, Inc. In addition, ZCO allows users to make use of Zimbra sharing and delegation features. All operating systems must have the latest updates from Microsoft. Outlook bit and bit editions of Microsoft Office.

Outlook bit and bit editions of Microsoft Office End of life: October 13, All installations of Microsoft Outlook and Microsoft Office must have the latest updates from Microsoft.

If Outlook is upgraded to a different version, ZCO must be uninstalled and reinstalled. This is particularly important following an upgrade to OL, as ZCO needs to be installed to a different location on the client computer. Note: Click to run versions of Outlook are not supported. Alternatively, you can choose to make the MSI available at some other location on your network.

Users must have temporary administrator privileges on their computer to install ZCO. You can obtain only signed versions of the MSI using administration console.

These registry settings can also be configured manually, for example, using Group Policy. Customize the MSIs following the sections following. Open the Windows command prompt in that folder. Type the following command all on one line: cscript ZmCustomizeMsi. You can now make the customized MSI file available to users by placing it back on the server. Setting the Password Rule You can control whether or not the account password gets stored in the profile.

Use the -pw switch followed by a 1 or a 0. Users need to uninstall the current version of ZCO. To set the GAL-sync mode, use the -gsm switch followed by 0, 1 or 2. In release 8. To maintain that behavior, set the limiter value to 1 second using one of the methods mentioned above. You can disable the auto-upgrade feature using the –disable-autoupgrade switch.

Database Automatic Compaction Zimbra administrators can now compact large ZCO databases to resolve fragmentation and reduce the size. Format cscript ZmCustomizeMsi. ZCO attempts to compact the database if the. ZCO shows a progress bar dialog to users while the compaction is in progress. If you disable the progress dialog, the compaction still proceeds in the background and users may see the Outlook splash screen for a bit longer than usual.

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