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Configuring the Outlook Add-In v1

Once the installation of the Inova Push Add-In has been completed on the client machine, the connection to the Inova Partner application should then be configured. The following are needed to complete the configuration :

  • The Outlook client up and running on the client machine.
  • The Inova D&A application up and running, and accessible from the client machine.
  • The URL to the Inova Partner application.
    Be sure the URL used does not have any additional context path information.
    For example, if the client browser’s bookmark has https://mycompany.partneringplace.com/inova-partner/ctx/auth/home.do, the URL to use in the Add-In configuration is simply https://mycompany.partneringplace.com/inova-partner.
  • The user name and password of the application user.
    This user must be a user in the Inova Partner application and this user must have the appropriate rights within the application to use the Inova Push Add-In. If unsure about this, please contact your Inova Customer Success Manager or Inova Support.

After gathering the required information, open Outlook on the client machine and complete the following steps :

  1. Click on the "Inova" tab that is above the ribbon.
  2. After clicking the "Inova" tab, click on the "Settings" button.
  3. Fill in the connection settings.

 

If you aren't using WebSSO (most cases)

  • Enter the URL of your application, your login and your password.
  • Tick the "Remember me" box.
  • Click on "Connect".
  • Once a successful connection to the D&A application is made, the dialog box will change to something similar to the following :

If you are on WebSSO

  • Enter in the URL your application.
  • Tick the "Remember me" box.
  • Click on "Connect". The "Cloud Hosting" box will be then automatically ticked.
  • Once a successful connection to the D&A application is made, the dialog box will change to something similar to the following :

Note that the progress icon will change to a check mark within the circle once a successful connection to the Inova Partner application is made.

  1. Select the boxes next to the objects this user will have access to via the Add-In :
    • New contacts management : if you tick the box, the add-in will detect that one or more of the contacts linked to the email does not exist in the application and it will offer the option to create those contacts in the D&A application.
    • Manual email sending : the selected objects will have shortcuts visible in the user’s ribbon.
    • Objects linkable to a folder : the selected objects will be visible in a right-click menu allowing a folder sync to a given object.
  2. Click the "Save" button.
  3. Once configured, the "Inova" ribbon in Outlook will look similar to the following screenshot, depending on the objects the user has access to :

Please, read our articles to know how to use the Add-in :
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