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The best way for an individual user to install the Agiloft app for Outlook is to download it from the Office Add-in store. 

To install the add-in:

  1. Open Microsoft Outlook.
  2. Click Get Add-ins.
  3. Click the Store tab.
  4. Search for Agiloft and select it when it appears.
  5. Click Add.

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  1. Log in to O365 as an admin and follow Microsoft's how-to documentation on deploying add-ins in the admin center.
  2. Once you get to step 3 in the Microsoft documentation, click Choose from Store.
  3. Search for Agiloft and click the app.
  4. Click Add.
  5. Click Continue.
  6. Proceed to step 5 of the Microsoft documentation.
    1. Under Assign Users, if this is the initial installation, you should usually choose either "Just me" or "Specific users/groups" instead of "Everyone" in order to test the app before full deployment. Testing with a small group of users usually consists of a small set of business stakeholders or users from your IT department.
    2. Under Deployment Method, you can choose if the app will appear by default, or if designated users need to install it.
    3. If prompted, click Accept to grant the necessary permissions. This grants Agiloft access to the email server in order to access the user's mailbox. It does not grant access to all your users' mailboxes.

If you chose the "Available" option in step 6b, your users need to complete the three substeps below. If you chose a different option, it can take up to 24 hours for the app to appear on user ribbons.

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