Windows 7 notes for all versions of EndNote:

EndNote X4 and later

EndNote X4 and later are compatible with Windows 7 and Vista.

EndNote X1/X2/X3

We have informally tested EndNote X1, X2 and X3 with Windows 7, and had reports from many customers using Windows 7. No major compatibility issues beyond the currently known general issues with Vista and 7 were found. EndNote versions prior to X1 have not been tested for compatibility as these older versions were no longer supported when Windows 7 was released. Earlier EndNote versions may be upgraded for continued compatibility.

We will continue to update this page should any issues be discovered.

Note: Any instructions or tutorial steps for EndNote referencing Vista can be used with Windows 7.

Microsoft Windows Vista Compatibility

EndNote X1 and later

EndNote X1 and later are compatible with Windows Vista.

EndNote X and earlier versions

Based on our tests with EndNote versions 8.0.2, 9.0.1, and X.0.2, we have identified the following compatibility issues between EndNote and Microsoft Windows Vista. It is possible to install and run these versions of EndNote without Vista-specific compatibility issues with the exceptions here. EndNote versions prior to 8.0.2 have not been tested for compatibility as these older versions were no longer supported when Vista was released. Earlier EndNote versions may be upgraded for continued compatibility.

If you encounter a technical problem and you are running Windows Vista, please report it to technical support. We will do our best to resolve the issue or find an acceptable workaround. We will post information about any known Vista compatibility issues here.

General Compatibility notes for X1 and older versions

In Vista and 7 with default user settings with EndNote versions prior to X2, you can not change files in the default Styles, Connections, and Filters folders. Click here for steps to resolve this problem.

Standard user settings in Vista and 7 do not make it possible to make any changes within the Program Files folders of your computer. EndNote libraries saved within the Program Files/EndNote folder will be saved in a hidden location on your computer. We recommend saving all libraries in your Documents folder.

EndNote for Palm is not compatible with Palm desktop 6.2, which is the version most Palm devices use with Vista.

1. The location of the Word Startup folder is different on a Vista/7 PC than previous versions of Windows, so the Cite While You Write (CWYW) tools may need to be manually installed. Click here for instructions.
2. On a Vista or 7 PC, in Word, if you click on the EndNote X or earlier CWYW Preferences button in the EndNote X toolbar, a "The parameter is incorrect" error appears, making it impossible to change CWYW Preferences.
   Please note that this error is expected only for the CWYW Preferences button. If you get this error with the other CWYW commands, first try using the tools in a blank, new document. If you have the same error, follow this Article to delete your EndNote preferences, which should resolve the problem. If the problem is specific to one or more documents, please follow this Article to clean up the field codes in your problematic documents.
3. Direct Export will not work if you choose to send the records to a currently opened library with EndNote X or earlier. The exception to this is that if you had opened a given library by using Direct Export and selecting that library, you can continue to send references to that library with subsequent Direct Exports in the current library session.
4. After installing EndNote, be sure to reboot your computer to avoid errors when running EndNote for the first time.
5. Be sure to update to the latest patch available for your version of EndNote, which can be found here.