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addons:mail-addons:installation [2020-07-15 10:00]
Thu Trang Tran Added comments about who is doing what: Customer or Consultant 		addons:mail-addons:installation [2021-01-20 10:00]
Thu Trang Tran
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 **Each user install the add-in individually** **Each user install the add-in individually**
 +
 +== Desktop client for Outlook 2013 or 2016 ==
 +
   - In the desktop client for Outlook 2013 or 2016, click on "File" --> "Manage Add-ins".   - In the desktop client for Outlook 2013 or 2016, click on "File" --> "Manage Add-ins".
   - In the webpage shown, press the plus-sign and select "Add from a URL".   - In the webpage shown, press the plus-sign and select "Add from a URL".
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   - Press next to install the add-in.   - Press next to install the add-in.
  
-{{:addons:mail-addons:new_add-in_2.png?direct&300|}}+== Outlook in the web ==
  
-  - In Outlook on the web, instead click on the gear icon in the top right, and select "Manage add-ins."+{{:addons:mail-addons:new_add-in_2.png?direct&300|}} 
 +  - In Outlook on the web, instead click on the gear icon in the top right, and select "Manage add-ins." 
   - Press "Click here to add a custom add-in" and select "Add from URL".   - Press "Click here to add a custom add-in" and select "Add from URL".
   - Enter the following URL: https://mail.lime-crm.com/outlook_manifest.xml.    - Enter the following URL: https://mail.lime-crm.com/outlook_manifest.xml. 
   - Press OK to install the add-in.   - Press OK to install the add-in.
- 
 {{:addons:mail-addons:new_add-in_web.png?direct&400|}} {{:addons:mail-addons:new_add-in_web.png?direct&400|}}
  
 **A system administrator publish the add-in to all users** **A system administrator publish the add-in to all users**
- 
-  * Follow the instructions here for Office 365: https://support.office.com/en-us/article/Deploy-Office-add-ins-in-the-Office-365-admin-center-737e8c86-be63-44d7-bf02-492fa7cd9c3f 
- 
-  * Follow the instructions here for Exchange 2013 and Exchange 2016: https://technet.microsoft.com/en-us/library/jj943752 
  
   * The URL to the manifest file is: https://mail.lime-crm.com/outlook_manifest.xml.   * The URL to the manifest file is: https://mail.lime-crm.com/outlook_manifest.xml.
  
 +  * Follow the instructions here for Office 365: 
 +    * https://support.office.com/en-us/article/Deploy-Office-add-ins-in-the-Office-365-admin-center-737e8c86-be63-44d7-bf02-492fa7cd9c3f
 +
 +  * Follow the instructions here for Exchange 2013 and Exchange 2016: 
 +    * https://docs.microsoft.com/en-us/exchange/add-ins-for-outlook-2013-help
 +    * https://docs.microsoft.com/en-us/exchange/install-or-remove-outlook-add-ins-2013-help
 +  
 +  * Follow the instructions here for Exchange Online: https://docs.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/add-ins-for-outlook/add-ins-for-outlook
 +  
 ==== 2b. Install Gmail add-on //Customer// ==== ==== 2b. Install Gmail add-on //Customer// ====
 There are two ways of installing the Gmail add-on: There are two ways of installing the Gmail add-on:
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   - Follow the instructions here: https://support.google.com/a/answer/172482?hl=en   - Follow the instructions here: https://support.google.com/a/answer/172482?hl=en
  
-==== 3. Create configuration through admin-page //Customer or Lime Consultant// ==== +==== 3. Create configuration through admin-page //Customer// ==== 
-In this step the system administrator (NOTE! This is often done by Lime consultants together with our customer's administrator/superuser) create a configuration for the mail add-ins using the API-key (together with the API-URL) that previously has been created.+In this step the system administrator (NOTE! A Lime Consultant can assist the customer's administrator in this step) create a configuration for the mail add-ins using the API-key (together with the API-URL) that previously has been created.
  
   * Go to https://mail.lime-crm.com/ and enter your e-mail address (NOTE! that this should be the administrator/superusers e-mail address).   * Go to https://mail.lime-crm.com/ and enter your e-mail address (NOTE! that this should be the administrator/superusers e-mail address).
-  * Enter the token that was sent to the administrator/superusers e-mail address. You dont need to save the token. Next time you need to log-in you can receive a new token to use.+  * Enter the passcode that was automatically sent to the administrator/superusers e-mail address after they entered their email adresses (check also your spam folder for a mail from no-reply@mail.lime-crm.com). You dont need to save the passcode. Next time you need to log-in you can receive a new passcode to use. 
 +{{:addons:mail-addons:configuration_login.png?direct&800|}}
   * Go to the "Configuration" tab and press "Create new".   * Go to the "Configuration" tab and press "Create new".
 +{{:addons:mail-addons:configuration0.png?direct&800|}}
 {{:addons:mail-addons:configuration.png?direct&800|}} {{:addons:mail-addons:configuration.png?direct&800|}}
  
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   * Save the configuration.   * Save the configuration.
   * Go to the tab "Coworkers". All coworkers are listed and from here you can select the coworkers that are supposed to use the add-on.   * Go to the tab "Coworkers". All coworkers are listed and from here you can select the coworkers that are supposed to use the add-on.
 +{{:addons:mail-addons:configuration_coworkers.png?direct&600|}}
   * After the coworkers, that are supposed to use the add-on, have been selected - press "Send invitation to selected". A unique access token is created per user and each user will receive the token together with instructions through e-mail.   * After the coworkers, that are supposed to use the add-on, have been selected - press "Send invitation to selected". A unique access token is created per user and each user will receive the token together with instructions through e-mail.
  
  • Last modified: 3 years ago
  • by Thu Trang Tran