TeamDrive Outlook-Plugin for Windows

Transcription

1 TeamDrive for Windows TeamDrive Systems GmbH Max-Brauer-Allee 50 D Hamburg Phone Web:

2 Inhaltsverzeichnis 1 Introduction About this documentation Target group Typographical conventions Installation conditions Installation of the s Selection of a space for attachments Configuration of the in MS Outlook Attach files or documents (MS Outlook) Open an attachment... 7

3 Introduction 1 Introduction 1.1 About this documentation This documentation describes the installation, configuration and use of the TeamDrive Outlook Plugin. 1.2 Target group This documentation is intended for TeamDrive users. The installation and configuration of the TeamDrive will be done by the user himself. Some adjustments need to be done for using the TeamDrive. The activities are within the scope of the available server space and the defined permissions on files, folders and spaces. For installing the TeamDrive administrator rights on your PC are required. 1.3 Typographical conventions Table 1: Typographical conventions Labelling Description Settings Menu item Settings Advanced Texts on the surface, e. g. labeling on buttons or settings. Menu sequence in a software. <File-Name>, <Space-Name> Name of a file or a space. Italic Result of an operation. Advice Additional information that minimizes the risk of incorrect operations. TeamDrive Systems GmbH

4 2 The TeamDrive Outlook Plugin for Windows allows you to use TeamDrive, in conjunction with your Microsoft Outlook account, to send attachments. This feature helps you to get around annoying file attachment size limitations. Download the TeamDrive on TeamDrive Systems homepage. 2.1 Installation conditions To install the TeamDrive you need MS Windows 7 or later MS Outlook TeamDrive Professional license TeamDrive Space in the TeamDrive Cloud or an on-premise server. 2.2 Installation of the s To install the TeamDrive follow these steps. Installation of the TeamDrive s 1. Create a folder on your computer. 2. Save the zip-file <tdoutlookaddin_ zip> in the folder you have created. 3. Double-click on the zip-file. The zip-file will be unpacked. 4. Double-click on the folder <tdoutlookaddin_ zip>. 5. Double-click on the file setup.exe. The window Microsoft Office-Cusomization-Installer will be opened. 6. Click on the button Install. The installation of the Microsoft Office Customization will be executed. 7. Close the window with a click on the close button. 2.3 Selection of a space for attachments Before using the TeamDrive restart TeamDrive. Bevor Sie die Einstellungen für das TeamDrive in MS Outlook konfigurieren, müssen Sie in TeamDrive einen Space definieren, den Sie für die -Anhänge verwenden möchten. TeamDrive Systems GmbH

5 Figure 1: Menu item <Space-Name> -> Information -> Advanced 1. Active Spaces 2. Active Spaces <Space-Name> (here: TeamDrive Outlook) 3. Active Spaces <Space-Name> (here: TeamDrive Outlook) Information 4. Active Spaces <Space-Name> (here: TeamDrive Outlook) Information Advanced TeamDrive Systems GmbH

6 Figure 2: Menu item Advanced -> Use for mail attachments in Outlook 1. Active Spaces 2. Active Spaces <Space-Name> (here: TeamDrive Outlook) 3. Active Spaces <Space-Name> (here: TeamDrive Outlook) Information 4. Active Spaces <Space-Name> (here: TeamDrive Outlook) Information Advanced Use for mail attachments in Outlook TeamDrive Systems GmbH

7 Selecting a space for using attachments 1. Select a space in the menu item Active Spaces. 2. Click on the space to expand the space. The action icons will be displayed. 3. Click on the -icon (action icon Information). The window Information opens. 4. Select the menu item Advanced. The window Advanced opens. 5. Click on the menu item Use for mail attachments in Outlook. The selection window opens. 6. Select the menu item Use for mail attachments in Outlook. In the menu Advances Use for mail attachments in Outlook the settings change from No to Yes (see Figure 2: Menu item Advanced -> Use for mail attachments in Outlook). 2.4 Configuration of the in MS Outlook Before you can use attachments with TeamDrive it is neccesary to edit the menu item TeamDrive Settings in the MS Outlook toolbar. Configuration of the in MS Outlook 1. Start MS Outlook. 2. Select TeamDrive Settings in the MS Outlook toolbar. A pop-up window TeamDrive Attachment Handling opens. 3. Read the information on the screen carefully. 4. Click on the button OK. The window TeamDrive Settings opens. 5. Select the space where the attachments will be stored. Figure 3: MS Outlook toolbar with TeamDrive Settings 1. TeamDrive Settings for TeamDrive in the MS Outlook toolbar. TeamDrive Systems GmbH

8 Figure 4: TeamDrive Settings in MS Outlook 1. TeamDrive Settings: View of the account (here: volkertest) and the space (here: Berlin), where the attachments will be stored. 2. Password: Optionally enter a Password for your attachment. 3. Expiry Time: Specify the Expiry Time. You can select hours, days or weeks for the use of attachments by the recipient. 4. Behaviour: Specify when using TeamDrive attachments. Definieren Sie, wann Sie TeamDrive für Anhänge verwenden möchten. Options include Always (on default), Ask and Never. 5. Min. attachment size: Specify the Min attachment size (minimum attachment size). You can select Bytes, KB or MB. TeamDrive Systems GmbH

9 2.5 Attach files or documents (MS Outlook) If you send an with an attachment proceed as follows. Sending an with an attachment 1. Select the tab File New . A new message window opens. 2. Select the menu item TeamDrive Attach files from the toolbar. The Windows explorer opens. 3. Navigate to the file you want to send and confirm the option with the button Open. 4. If you previously selected the option Password and/or Expiry Time the window Attach file with TeamDrive opens. 5. Click the button Continue. Klicken Sie auf die Schaltfläche Weiter. The file will be added to the Add a recipient and type a subject for the message. 7. Click the button Send. 2.6 Open an attachment Figure 5: Open attachments with a browser Using an attachment with the 1. The recipient opens the including a link to the attached file. The contains the link with the titel of the attached file or document. 2. Click on the link in the . Your default browser opens. 3. Enter the password you received by the sender in the edit box Password. 4. Click the button Download. The file or document will be shown in your default browser. TeamDrive Systems GmbH