Setting-up Outlook Add-in

Overview

The DiliTrust Outlook Add-in allows users to access board portal functionalities directly from their Outlook interface. This integration simplifies the management of board-related documents and communications.

Technical Prerequisites

Requirements

• Deployed DiliTrust instance for your organization

• Active Office 365 account

• Administrator rights on the Office Admin console

• Plugin manifest provided by your DiliTrust Project Manager

Required Permissions

• Access to the Office Admin interface: https://www.office.com/

• Permission to deploy add-ins

• Ability to assign applications to users

Installation Procedure

Step 1: Access the Admin Console

1. Log in at https://www.office.com/

2. Click on “Admin”

⚠️ Important: If the “Admin” button is not visible, contact an Office 365 administrator to obtain the necessary rights.

Step 2: Navigate to Add-ins

1. In the admin console, click on “Settings”

2. Select “Integrated Apps” from the sidebar

3. Click the “Add-ins” link

Step 3: Deploy the Add-in

1. Click on “Deploy Add-in”

2. If an informational message appears, click “Next”

3. Select “Centralized Deployment using a file”

4. Upload the manifest file provided by your DiliTrust Project Manager

Step 4: Configure Users

1. Select the users who will have access to the add-in

2. Click “Deploy Now”

Step 5: Finalization

• Follow the steps suggested by Office to confirm the installation

• The add-in is now installed and configured

Important Information

Activation Delay

⏱️ It can take up to 24 hours after installation for users to access the DiliTrust add-in in Outlook.

Support and Documentation

• Official Documentation: See Microsoft’s detailed installation guide ? Deploy add-ins in the admin center - Microsoft Learn

• Technical Support: Contact your DiliTrust Project Manager for assistance

Troubleshooting

Common Issues

“Admin” Button Not Visible

• Solution: Check your Office 365 admin rights

• Action: Contact an administrator for access

Add-in Not Showing in Outlook

• Check: Wait up to 24 hours after installation

• Action: Ensure the user is included in the selected deployment group

Manifest File Upload Fails

• Check: Confirm you received the correct manifest file

• Action: Contact your DiliTrust Project Manager to obtain the correct one

Contacts and Resources

Technical Support

• DiliTrust Project Manager: Primary contact for manifest and configuration questions

• Office 365 Administrator: For permissions and access-related issues

Additional Documentation

• Microsoft’s official documentation on deploying Office add-ins

• DiliTrust Board Portal User Guide

This documentation is intended for IT administrators responsible for deploying the DiliTrust Outlook add-in within their organization.