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Outlook Add-in : Centralized Installation (Experts Only)

At a glance:

  1. Make sure that all pre requisite softwares below are already installed on the users computer
    • Microsoft .NET Framework 4.6.2 (or higher),
    • Microsoft Visual Studio 2010 Tools for Office Runtime.
  2. Click here to download the Outlook Add-in package.
  3. Unzip the package on a shared folder
  4. Create a GPO (Group Policy Object) in your active directory.
    • Deploy the Inova certificate
    • Execute the instalation
If creating a GPO is not possible, as a workaround, you can use the Windows command-line tool named Certutil.exe to add the Inova certificate in the store:

certutil.exe -addstore "TrustedPublisher" "\\PathToCertificate\Inova Software.cer"

Membership in the local Administrators group, or equivalent, is the minimum required to complete this procedure.

 

Introduction

This page gives examples and instructions if the Inova Add-In is to be installed using a central deployment tool to push the Add-In to multiple users.

When installed "normally", the Inova Outlook Add-In will update itself when a new version of the Add-In has been released by Inova. This is done when Outlook is started on the client PC. The Add-In will check the Inova site for the Add-In and compare the version installed with the version available. If the version installed is not the latest version, the available version will be downloaded and installed during Outlook startup. This process is generally not noticeable to the user.

The advantage when an organization prefers to install the Inova Outlook Add-In from their own central repository, is that they are able to test the new version of the Add-In before it is installed on users' PCs. The organization can ask to be notified by email when a new version is available from Inova, download the new version and test it in their testing environment. 

When the Inova Outlook Add-In is installed using these "advanced procedures", it is incumbent upon the client's internal Support/IT organization to be sure that the users' clients are updated with the latest version of the Add-In as soon as possible after it becomes available.

There are two main sections on this page which detail the following :

  • The Settings Utility Tool. This section describes a tool developed by Inova to push out configurations of the Outlook Add-In to users' PCs.
  • Centralized Installation Instructions. This section details how to install the Add-In from a central repository such as a file or web server.

 

The Settings Utility Tool

This file can be found in the delivery directory, next to the setup.exe.

Inova has developed a tool that can be used to configure certain elements on users’ clients. For example, as noted in the paragraph above, the user would need to enter the URL of the Inova Partner application in order to use the Add-In. The Settings Utility tool can be used to set the URL so that the user does not need to enter it in manually.

The tool will read in an "ini" file which contains the configuration(s) desired to be set automatically. The tool will translate this file into a user.config file which will be stored in the default settings directory for the user’s Inova Add-In client. If a user.config file already exists in that location, the new configurations in the “ini” file will be merged into the existing user.config file, changing only those configurations contained in the “ini” file.

Instructions for using the Settings Utility Tool

  1. Place the tool in a staging directory on the user’s PC.
  2. Create/Edit an "ini" file with the desired configurations, for example settings.ini.
    • 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.
    • Find an example of the "ini" file at the bottom of this page - the final "ini" file is to be provided by your Customer Success Manager.

  3. Run the tool from the command line, using the newly created “ini” file as input, for example:

    C:\<path-to-staging-directory>\SettingsUtility.exe settings.ini

  4. The tool should display the following output:

    Settings utility for Inova Partner Outlook Add-in
    Done...

  5. Once the tool is run, if not already existing, there will be a file named user.config in the default directory on the Inova Outlook Add-In (C:\Users\<user>\AppData\Local\Inova Software\PartnerPushAddIn\settings)
  6. If the user.config file exists before running the tool, the tool will merge updated configurations from the “ini” file into the existing user.config file, retaining the existing configurations not configured in the “ini” file.

    Some examples:

    • The setting file is stored in the current folder of the utility :

      SettingsUtility.exe settings.ini

    • The setting file is stored in mounted network drive :

      SettingsUtility.exe  DriveLetter:\*FOLDER*\settings.ini

    • The setting file is stored in the intranet :

      SettingsUtility.exe \\*IP*\settings.ini

The utility can only be used with a local or intranet path. No http is allowed.

File Path in Target computer

C:\Users\username\AppData\Local\Inova Software\PartnerPushAddIn\settings\user.config

 

Centralized Installation Instructions

  1. If not already installed, obtain and install on the client PC the following prerequisite software :
    • Microsoft .NET Framework 4.6.2 (or higher),
    • Microsoft Visual Studio 2010 Tools for Office Runtime.
  2. Once the prerequisite software has been installed reboot the client PC.
  3. Obtain from Inova the required certificate and push this certificate out to the client PCs where the Inova Add-In will be installed; for example, use Group Policy in Active Directory. The certificate should be placed in the client’s Trusted Publishers repository.
  4. Obtain and place on the PC or server the latest installation package (for example, OutlookAddin.zip) for the Inova Add-In and extract the package into a staging directory on the PC or server.

Installation from the package:

If the installation package for the Inova Add-In is in a local staging directory or on a network share.

  1. Obtain and place on the PC or server the latest installation package (for example, OutlookAddin.zip) for the Inova Add-In and extract the package into a staging directory on the PC or server.
  2. Use the VSTO Installer on the client PC to install the Inova Add-In. The VSTO Installer can normally be found here :

    C:\Program Files\Common Files\Microsoft Shared\VSTO\10.0\VSTOInstaller.exe

  3. Use the following command to install the Add-In :

    "C:\Program Files\Common Files\Microsoft Shared\VSTO\10.0\VSTOInstaller.exe" /i \\<Path_to_folder>\InovaPushAddin.vsto /s

Please note the following points :
  • Replace <Path_to_folder> with the appropriate location.
  • The /s flag is used for a silent installation.

Updates

From time to time Inova will release updated versions of the Add-In.  The Add-In is designed to update itself automatically when a new update is available.

When a user starts Outlook with the Add-In already installed, upon Outlook startup the Add-In will check to see if an update is available.  If an update is available, the Add-In will be updated to the latest version.

If clients decide to use the instructions described on this page for installing the Add-In, Inova will advise the client when an update is available.  Inova will then deliver a "VSTO" update package, which the client's IT team can then test, if desired, before releasing to user client machines.  

When the Add-In is installed from a local web server or file server, this location, that is, the URL of the local web server or file server location, is automatically configured into the Add-In as the location to check for updates.

Template settings.ini file

This template settings.ini (see attached file at the end of the article) is to be edited by your Inova Customer Success Manager (based on your specific configuration) and integrated to the package.

The table below explains how to further configure this file.

Fields used by the SettingsUtility.exe

CONNECTION Params
Description
Values
ConnectionType Indicates which kind of authentication the client is using

0 – No option set

1 – Standard : standard authentication (needs PartnerUserUrl and Credentials)

2 – SSO : enterprise account (only needs PartnerUserUrl)

PartnerUserUrl Set the plateform URL (if the client is synchronised, this step is not needed.)

Example:

https://yourcompany.partneringplace.com/inova-partner/

ContactPushing Activate Contact Push True / False
OBJECTS Params
Description
Values
LinkObjects

Set the shortcuts objects displayed in the Ribbon. These objects can also be sync with folders.

 

ie : *LinkObjects= OOBOrganization;Company|ProductImpl;Product|*

Values ( Object Class;Label ) :

  • OOBOrganization;Company|
  • ProductImpl;Asset|
  • InLicensingProjectImpl;In-Licensing Project|
  • OutLicensingDiscussionImpl;Out-Licensing Discussion|
  • InternalDevelopmentProjectImpl;R&D Collaboration|
  • AcquisitionImpl;Acquisition|
  • AgreementImpl;Agreement|
FOLDERS Params
Description
Values
SyncFoldersEnabled Activate Auto Sync of Folders True / False
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