Outlook Integration. Installation & Configuration

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Sherman Arnold
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1 Outlook Integration Installation & Configuration

2 Table of Contents Outlook Integration Installation... 2 Outlook Integration Configuration... 4 Additional Notes for Outlook... 5 User Configuration Viewpoint, Inc. dba Viewpoint Construction Software. All Rights Reserved. Viewpoint Construction Software and Construction Imaging are trademarks or registered trademarks of Coaxis, Inc., dba Viewpoint Construction Software in the United States and/or other countries. Other names and brands may be claimed as the property of others Viewpoint, Inc. dba Viewpoint Construction Software. All Rights Reserved. 1

Outlook Integration Installation As system administrator, running the setup package for the Outlook Plugin will allow the CIS.Outlook.Addin.vsto file to a network share.

3 Outlook Integration Installation As system administrator, running the setup package for the Outlook Plugin will allow the CIS.Outlook.Addin.vsto file to a network share. Directing users to this share will allow them to install the Plugin on their local machines. Deploying the product in this fashion allows Outlook to perform auto updates for each user when the installation is updated on the share. The Plugin will have to be installed for each Outlook profile. Follow the steps below to locate and install the product: Note: Visual Studio Tools for Office (VSTO) must be installed on the client workstation 1. Log into the workstation with an administrator user account 2. Navigate to the shared network folder where the VSTO installers are located: \\<IMAGING SERVER>\CI Repository\VSTO Runtimes 3. Select the correct VSTO installer based on the client workstation operating system: Select VSTO Runtime (x64) for 64 Bit Windows operating systems Select VSTO Runtime (x86) for 32 Bit Windows operating systems Figure 1 - VSTO Runtime executables 2014 Viewpoint, Inc. dba Viewpoint Construction Software. All Rights Reserved. 2

$4. Navigate to the shared network folder where Microsoft Outlook Plugin is located: \\<IMAGING SERVER\CI Repository\Microsoft Outlook Add-In 5. Locate the CIS.Outlook.Addin.$

4 4. Navigate to the shared network folder where Microsoft Outlook Plugin is located: \\<IMAGING SERVER\CI Repository\Microsoft Outlook Add-In 5. Locate the CIS.Outlook.Addin.vsto file 6. Double-click the file to run 7. Select Install Figure 2 - CIS.Outlook.Addn.vsto file location 2014 Viewpoint, Inc. dba Viewpoint Construction Software. All Rights Reserved. 3

Outlook Integration Configuration 1. Access Construction Imaging Administration Console 2. Expand Integrations 3. Click Microsoft Outlook 4. Select the appropriate Content Type 5.

5 Outlook Integration Configuration 1. Access Construction Imaging Administration Console 2. Expand Integrations 3. Click Microsoft Outlook 4. Select the appropriate Content Type 5. Select the Content Type that will use the Outlook Plugin 6. From the Available Fields area, select the fields that will be displayed for Indexing within Outlook and move them to the Configured fields area by clicking the add data button (>) 7. When all fields have been added, click the Save button Note: TO*, FROM* and SUBJECT* cannot be added to the list of configured fields. They are reserved for tags and archiving. Figure 3 - Microsoft Outlook Configuration 2014 Viewpoint, Inc. dba Viewpoint Construction Software. All Rights Reserved. 4

Additional Notes for Outlook The columns in the inbox can include Construction Imaging email tags.

6 Additional Notes for Outlook The columns in the inbox can include Construction Imaging tags. The options to include the columns differ slightly between Outlook 2010 and prior releases of Outlook. To include them in Microsoft Outlook 2010: 1. Right-click the column header 2. Select View Settings 3. Click the Columns button 4. Select User-defined fields in Inbox 5. Double-click available columns to add the column 6. Use the Move Up or Move Down buttons to arrange the order 7. Click Ok Figure 4 - Show Columns in Outlook To include them in Microsoft Outlook pre-2010: 1. Right-click any column header 2. Select Customize Current View 3. Click the Fields button 4. Select the User-defined fields in Inbox option from the dropdown to configure the custom fields available for view in your Inbox Viewpoint, Inc. dba Viewpoint Construction Software. All Rights Reserved. 5

7 User Configuration Once the Plugin is installed, the user must re-launch Outlook. If the user does not have a CI data source file installed, the user will be presented with the following standard configuration screen. Contact the system administrator for the correct web service URL. Figure 5 -Standard Configuration Screen The first time the Plugin is run on a machine the user will also be presented with the Plugin settings screen. If the Construction Imaging system is configured for Active Directory, the user will be able to authenticate using the current user. However, if the AD user isn't specifically configured for the system, the user may specify a username and password. These settings must be updated within Outlook if the Construction Imaging user name and password changes by selecting the Construction Imaging dropdown, then settings. The Construction Imaging tab location differs slightly in pre-2010 Outlook. Once the initial settings are configured, the Plugin will log into Construction Imaging and Outlook will open as normal Viewpoint, Inc. dba Viewpoint Construction Software. All Rights Reserved. 6

Archiving s in Microsoft Outlook 2016

Archiving s in Microsoft Outlook 2016 How to Manually Archive Emails Archiving Emails in Microsoft Outlook 2016 1. Open Microsoft Office Outlook 2016 2. At the top-left hand side of the screen, select File. 3. Click the box that says Cleanup