1. Open Microsoft Outlook and under Microsoft Outlook's new menu "Outlook Integration".

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1 1. Product Installation Installing SharePointBoost's Outlook Integration Please check with the Installation Guide Once you have successfully installed both Server and Client side of Outlook Integration, you are now ready for the Outlook Integration Configuration, Mapping Permission Settings and customization of your SharePoint. 2. Outlook Configuration (Client) 2.1. SharePoint Connection with Outlook (Client) After installing Outlook Integration, you can connect Microsoft Outlook to one or more SharePoint site collections. Once connected, you will be able to file s, or attachments directly into SharePoint. To connect to one or multiple site collections: 1. Open Microsoft Outlook and under Microsoft Outlook's new menu "Outlook Integration". 2. In the Outlook Integration: Settings Window, click the "Add " button to add site collection's URL. 3. We will need to take the site collection (URL) from the server you want to use.

2 4. After entering the URL, and choosing the Authentication, Please fill out the rest of the form and test the connection. Note: Test connection will also let you know whether or not your user name, password or domain has invalid authentication. 5. After pressing "OK", you are now connected a site collection. To add more site collections into Microsoft's Outlook, please repeat the steps above.

3 Note: Integrated Windows Authentication: Your current windows login credentials will be used for SharePoint log in Removing a Site Collection from Outlook (Client) 1. To disconnect a site collection from Microsoft Outlook, please go into the "Outlook Integration" tab and under this tab, click "Settings". 2. After the pop up of "Outlook Integration: Setting", please choose the Site Collection you would like to disconnect from outlook and press "Remove". 3. Afterwards, you will get a prompt on whether or not you would like to delete this site collection connection from this list. Note: Disconnecting will remove all settings related to that site collection connection. It will not delete anything from your site collection. 4. You have just disconnected a Site Collection from Outlook. Please repeat the steps above to disconnect more Site Collections.

4 2.3. Mapping Folder Settings (Client) The reason why we would need to map the destination is so that we have a destination for s and attachments Mapping the Destination of Files (Client) 1. To map a site collection, please go to the Microsoft Outlook and into the "Outlook Integration" tab and under this tab, click "Settings". 2. Once the window pops up, go under the Mapping Folder tab if you don't have a destination folder yet, then click the New button; otherwise, click the Change button. 3. Please specify which library you would like to map to a Outlook folder.

5 4. Once you have chosen a folder, and clicked "OK". Another window will pop up. In this window, you will have to set each individual Mapping Folder Settings Preview of Mapping Folder Settings

6 Changing the Mapping Folder's Name (Client) Settings (Client) settings should be changed to your desired preferences, otherwise just leave them at default. Copy to SharePoint When you drag and drop an or many s, using this option will not delete the or s from the original folder.

7 Move to SharePoint When you drag and drop an or many s, using this option will delete the or s from the original folder and put them into the "Deleted Items" folder. You can also save your uploaded in the following formats: Format Description.msg 1. Contain text, style, picture and attachments 2. Can only be opened with outlook.mht 1. Contains text, style and picture 2. Can be read in browser.html 1. Contains text and style 2. Can be read in browser.txt 1. Contains only text 2. Can be read in browser.doc 1. Contains only text 2. Can be opened in Microsoft Word Customize your Metadata Mapping (Client) By customizing your metadata mapping, you are allowed to decide which columns contain metadata.

8 You can change the content type and customize column mapping for each content type. Once you have mapped out the destination folder and set the Mapping Folder's Settings, you are now ready to drag and drop into the destination folder you have added. To add more destination folders, please repeat the steps above Custom Mapping Setting (Client) This section will explain what happens when you have these options checked. Custom mapping when upload mail to SharePoint allows Outlook to prompt (view the image below of prompt) the sender when uploading the s or attachments into the mapping folder. You can change the destination and settings again before uploading.

9 Overwrite existing mail (View the image below of prompt) Disables the prompt below when there are existing in the SharePoint's Site Collection.

10 2.4. Moving s or Attachments Dragging and Dropping s 1. In the Microsoft Outlook's User Interface, you can now drag and drop an into a folder. 2. For selection process, you will need to first click the first of many s you would like. Then you can press & hold "shift" and left click the last of the selection. You can now drag and drop these files simultaneously. You can also drag and drop files individually.

11 Note: Dragging and dropping s into the main folder will not have any results. Dragging and dropping into a subfolders will result in moving or copying an . Please look at fig Moving Attachments 1. To move an attachment, you must "right click" and press "Upload to SharePoint" 3. Customization in Server

12 3.1. Mapping Permission Settings (Server) Specifies which list or document is allowed to be used in Outlook 1. Please enter your Site Collection ("Test Site"), under the drop down box "Site Actions," and click "Site Settings". 2. Please click on the new "Outlook Integration Permission Settings". 3. Now that you are in Outlook Integrations Permission Settings, you are allowed to specify permissions of document libraries by enabling certain document libraries.

13 4. Now you can add the enabled document library into Outlook Note: If I have some unchecked, they will not be on this list. 4. Registration & User Management 4.1. Server Side Registration

14 1. In Central Administration, click the Outlook Integration Service License management in Application Management. 2. Now, click on Outlook Integration Service License.

15 3. Please enter in your License for activation. 4. Make sure it says Your license has been validated. Note: Check the user number: If you are on trial, Current Amount of Client Users will show the number of clients which have registered. If you enter a license, Number of Allowed Client Users will also show how many clients can be registered in this license Client Management To manage Clients as an administrator, you will need to click Show Details. A Client Management pop-up allows you to block or unregister a client. You can view the computer name, Register Date, Client Code, and status for each outlook client. Only client whose status is register will be calculated as in use clients. Register or Unregister: Administrator can register, unregister a client from server. Client can only register or unregister their Outlook. If a client is unregistered, the user in this client cannot upload any files to the mapping folders in this farm.

16 Block or Unblock: Administrator can block, unblock a client from server. If a client is block, this client will be unregister and cannot register again Client Side Registration 1. In Outlook, Click the Outlook Integration tab, and click Register. 2. If you have not register the client, click on the Farm URL you would like to register, then click on Register. 3. Your client is now registered.