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Disable Microsoft Outlook interface

If your firm isn't using Microsoft Outlook, you might get various error messages when using Practice CS. To resolve errors associated with Practice CS and Outlook Integration, you can disable the Microsoft Outlook interface in Practice CS.
To disable Outlook integration with Practice CS in Virtual Office/SaaS, contact Support at (800) 968-0600. The change may take 24-48 business hours. Outlook can only be disabled firm-wide for Virtual Office/SaaS versions of Practice CS.
For non-Virtual Office/SaaS installations of Practice CS, follow these steps.

Firm-wide

To disable Outlook on a network level (all workstations), make the following changes:
  1. In Windows Explorer, go to X:\WinCSI\Practice CS (X represents the drive letter for the server where the Practice CS Shared files are installed).
  2. Right-click on the Networkinstallation.ini file and select open with... \Notepad.
  3. In the notepad file, add a new line under the [appSettings] section with this information: 
    outlookdisable=true
  4. Select
    File
     then
    Save
    .
  5. Close Notepad.
  6. Restart Practice CS.

Workstation-specific

To disable Outlook integration on a workstation level, make the following changes:
  1. Close Practice CS on the workstation.
  2. In Windows Explorer, go to C:\ProgramData\Creative Solutions\Practice CS.
  3. Right-click on the LocalInstallation.ini file and select
    Open
     with... \ Notepad.
  4. In the notepad file, add a new line under the [appSettings] section with this information: 
    outlookdisable=true
  5. Select
    File
     then
    Save
    .
  6. Restart Practice CS.

Re-enable Microsoft Outlook integration

To re-enable Microsoft Outlook integration, delete the outlookdisable=true line from the LocalInstallation.ini file and/or the NetworkInstallation.ini file, depending on whether it was disabled firm-wide or on a workstation-by-workstation basis. See the instructions earlier for steps on browsing to and editing those files.

This article applies to:

  • Product: Practice CS
  • Subject: Integration