Home>Administration>Automated Contact Notifications

Automated Contact Notifications

Some European compliance regulations require notifying a person if their personal information ("personally identifiable information" or PII) is stored in an electronic system like Inova. To satisfy this requirement, the application includes a feature that will automatically send an email to a contact when it is created or changed.

These alerts can be configured by the type of contact.

They can also be set up for new contact creation only, or additionally for when changes are made to existing contacts. 

Some objects in the system include milestones and/or activities for workflow and task tracking, as well as document management tools that allow attached files to be organized into folders. The following sections describe how to create default objects for these features.  

Note: Any changes made to default document folders, milestones, and activities will only apply to new objects created after the changes are saved. Ongoing or archived objects will retain their original default folders, milestones, and activities. If there is a business need to apply a new default document folder structure or set of milestones to current, already-existing projects, this change must be done by an Inova technical specialist. Contact your Inova administrator for details. 

Default Document Folders

Navigate to Administration>Default Document Folders. The system displays a list of all objects that can have default folders, grouped by module or type.

 Click the object you want to create default folders for. The Tree Folder page is displayed as shown: 

As described in the help text on the right-hand panel, you can create, rename, and delete folders in this page. 

Be sure to click Save when done. 

Default Milestones and Activities

To create a list of default milestones or activities, navigate to Administration>Default Milestones and Activities. 

Select the object you want to display the list of current milestones or activities for that object.

Click the New button to add a new milestone or activity. Enter then name of the new milestone and click Save. You can also click the name of an existing milestone to edit it and use the arrow buttons to change the order of the milestones as needed.

Click Save when done. 

Note: As with list values, once a milestone is used, you cannot delete it.

To prevent an old milestone from being applied to a project, check the Archived check box. This will archive the milestone so that it is still searchable, but prevent it from being used in future records. 

Default Child Activities

In this section, you can create a list of default child activities, or activities that fall under a specific milestone.

Navigate to Administration>Default Milestones and Activities. The page will display all the existing milestones for which you can create child activities. 

If you don't see the milestone you need, you'll have to create it first. Refer to the section above to create one.

Otherwise, enter the child activities in the editable field next to the milestone. Separate the child activities by pressing the enter key. 

Click Save when done. 

Main Menu Configuration

To configure the main menu, navigate to Home>Administration>Main Menu Configuration.

Main Menu Configuration allows you to group and order the menu links according to your business needs and vocabulary. How you position the links can give them greater priority and visibility, or categorize them so that your users will be able to find things more easily.

1. To rearrange the menu links, simply select, drag, and drop each link into place on the list. Highlighting in dark grey will show you where the menu item will be dropped.

1. To create a new group, click "Add Group" on the top left corner. Give the new group a name and drag the related links into the group. To delete a group, press the red button with an X on the right side of the group.
2. Rename a group by double-clicking on it, changing the name and pressing enter. Renaming can be canceled by pressing ESC.
3. To hide a link from the menu, un-check the corresponding checkbox. 
4. The option "Load default menu configuration" will load the menu configuration that the application was shipped with.
   Note: This option should only be used if an entry in the menu appears to be missing (i.e. it no longer appears because it was accidentally deleted from the list). 

Once you have made your changes, click Save.  

Email Push Wizard Page Configuration 

It's also possible to configure the menu of the landing page or wizard that the application displays when you use the Additional Actions option in Email Push. This landing page allows the user to select the object he wants to push an email to. The application administrator manages the content of this page. 

Note: It's important that this landing page only presents the objects that the application allows you to push to, e.g. if you have not activated R&D collaboration projects, you should not allow users to push emails to them. 

To access this page, navigate to Home>Administration>Email Push Wizard Page Configuration.

The exact same tools and options are available as when managing the main menu itself, as described above. 

Be sure to click Save when done to apply the changes. 

A user can be linked to a specific profile based on role, e.g. an Alliance Manager or a Scout. Based on that role, you can use Page Settings configure the home page and other screens to display and group information in a way that's best suited for that role, or to hide low-priority tabs in order to minimize the volume of data displayed onscreen.

Profiles are created and managed in Administration, then pages designed per profile. Click here for details on how to create and assign users to a profile. 

Adjust Page Settings per Profile

To manage the layout of a page,

1. Navigate to the page, then, click Page Settings.

2. In the Page Settings screen, click Customize Tabs. Note that only an Administrator can see this button.

The Customize Tabs screen will appear:

3. In this page: 

1. Select the profile you want to apply the configuration to. 
2. Select each tab's display options. A tab can be:
   
   • Visible: The users with this profile will see this portlet. Check both boxes to set this option. 
   • Hidden: The users with this profile will not see this portlet by default, but can choose to display it if they want. Check only the Available box to set this option. 
   • Not Available: The users with this profile will not be able to see or display this portlet. For that page or object, it won't be available to them. To make a tab Not Available, uncheck both boxes.
3. Make changes to tab grouping as needed by selecting, dragging, and dropping tabs from one group into another. Click New Group to create a new group, then drag the desired tabs into it. 
4. Reorder tabs within a group by drag-and-drop. 

4. Click Save when done.

"Hidden" tabs 

All users linked to a given profile will automatically see the configuration applied once you save the changes. Depending upon the above settings, the user can choose to hide or display whatever tabs are available to them. If a user has an issue with finding information on a page, it could be that they have hidden the tab without realizing it. If this is the case, check their page settings to make sure the available tabs are set to be displayed. 

Note that as of version 6.1, a new workflow ribbon and workflow tab were introduced to the application in order to greatly increase usability on some modules:

These options are hidden by default. If you want to take advantage of these tools, contact your Inova customer success manager or Inova support for more information. 

Customers who are using the Cortellis connector to query asset information need to set up a few items in the Administration module of the application. 

Configure Datasource Connection

Navigate to Administration > Configure Datasource and Updates.

The Configure Datasource Connection tab displays the settings that must be configured for the connector to access Cortellis. 

What you as the administrator need to enter:

1. API Name--This will be provided by your Clarivate representative.
2. API Key--Also provided by your Clarivate representative. 
3. Repeat API Key--Repeat the API Key entry to verify that it is correct. 
4. Period to Display Update Detail (days)--This setting determines the number of days that the system will display a date in red font in fields that are updated via the Cortellis Update.  

What Inova needs to enter (5):

• Use a Proxy Server--If the http query performed by the Inova application must go through a proxy server to reach the Host URL, this box should be checked. If this box is not ticked, or if either of the following two fields are empty, the application will attempt a direct connection to the datasource.
• Proxy Server--If the Use a Proxy Server box is checked, enter in the address of the proxy server to use here.
• Proxy Port--If the Use a Proxy Server box is checked, enter the port to use for the connection to the proxy server.

Schedule or Run Data Updates

Settings in this tab define the time period of how often the system will automatically re-query all previously-imported assets and update any available modifications to the Cortellis fields on the asset object. The default value is 30 days.

Note: These updates will be highlighted in the asset object with a red date field in the tab containing non-editable Cortellis data. The data in the editable fields under the Overview tab will NOT be changed. 

To schedule the automatic update of all imported items:

1. Check the Turn on Automatic Update checkbox.
2. Enter the update criteria in the date and time fields.
3. Click Save when done.

To run a single manual update, click the Update Now button.

End users can also update Cortellis records from within the asset itself, as described in this article. 

Configurations of lists of records in can be customized, saved, and reused as Views. A view that an end user creates is listed under My Views and is visible only to that user. The Inova administrator, however, can create Template Views that all users can access.  

To create a template view:

1. Select the object type from the main menu.
2. Click on the wrench button in the top-right corner of the list.

The configuration page will appear. 

1. Click Create New.
2. Click Template.
3. Enter a name for the template.
4. Click Save.

Now, set up your configurations for the template:

1. Select the columns you want to display.
2. Change the column order by drag and drop.
   At the bottom of the form, you can also add grouping, choose whether or not to include Archived items, and choose how many records you want displayed at a time:
   
3. Click Save. The application will display the list with the new template applied. 

All end users will immediately see the template in their Template Views, in the views dropdown.

Note: An end user cannot make changes to a template view. Users who are not aware of this may see the sorting and other options are disabled and perceive this as a bug. If this happens, instruct the user to select the template view, copy it to My Views, and then change it as needed. 

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

• The Outlook client must be up and running on the client machine.
• The Inova application also running and accessible from the client machine.
• The URL to the Inova 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 would be https://mycompany.partneringplace.com/inova-partner.
• The user name and password of the Inova application user.
  Note that the Inova user must have the appropriate rights within the application to use the Add-In. For more information, 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.
2. Click on the "Settings" button.
3. Fill in the connection settings:

Connection settings

If you aren't using WebSSO (most cases)

• Tick the "Standard authentification" box.
• Enter the URL of your application, your login and your password.
• Click on "Login".

If you are on WebSSO

• Tick the "SSO" box.
• Enter in the URL your application.
• Click on "Login".

If your application is synchronized with BIO conferences

• Tick the "Extended" box.
• Enter in your login and your password.
• Click on "Login".

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

Objects settings

Select the boxes next to the objects this user will have access to via the Add-In :

4. 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 Inova application.
5. Push emails on :
   
   • 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.
6. Click the "Save" button.
7. 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 :

• Create new contacts while pushing an email.
• Push an email to an existing object.
• Create a new object while pushing an email.
• Use the additional actions option.
• Link the folders in Outlook to the Inova application.

A reboot of the client machine may be necessary to complete these installation tasks. The installer will download, if not already installed on the client, the Microsoft .NET Framework 4.6.2 (or higher), and the Microsoft Visual Studio 2010 Tools for Office Runtime.

The user needs to be administrator of the computer to be able to perform the following steps. If it isn't the case the IT should grant administrator rights to the users for the time of the instalation. 

Click here to download the latest version of the Outlook Add-in.

Complete the following steps to install the Inova Outlook Add-In on a client machine :

1. If running, stop Outlook. If needed, verify using the Task Manager that Outlook as stopped completely.
2. If not already done, download and/or copy the installation executable to a temporary folder on the client machine (for example : C:\temp).
3. Using Windows Explorer, navigate to the temporary folder containing the installation executable and double-click the file setup.exe.
4. If Microsoft .NET Framework 4.6.2 or higher is not installed, a dialog box will be displayed. Read and Accept the License Terms.
5. If the Microsoft Visual Studio 2010 Tools for Office Runtime is not already installed, the following dialog box will be displayed :

6. Read and Accept the License Terms.
7. If a reboot is required, a dialog box will be displayed. Shutdown any open applications and then click "Yes" to reboot the client machine.
8. After the client machine has restarted, the installation will restart.

If the installation does not automatically restart after the client machine has rebooted, restart the installation manually by double-clicking the installation executable found in the temporary folder.

9. Click the "Install" button.
10. Once the installation is complete, a dialog box will be displayed. Click the "Close" button to finish.
11. To verify the installation has completed, start Outlook. There should now be an "Inova" tab above the ribbon. For example, the tabs should look something like this :

After the installation is complete, see this article to finalize the configuration.

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

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.

4. 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.
5. Click the "Save" button.
6. 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 :

• Create new contacts while pushing an email.
• Push an email to an existing object.
• Create a new object while pushing an email.
• Use the additional actions option.
• Link the folders in Outlook to D&A.

Please check the Known Issues section of this document first, to determine if the issue attempting to troubleshoot is noted in that section.

Installation

During the installation of the Add-In the following pre-requisite packages are downloaded and installed, if they do not already exist on the PC :

• Microsoft .NET Framework 4.5.x
• Microsoft Visual Studio 2010 Tools for Office Runtime
• Microsoft Visual C++ 2013 Redistributable

If a firewall blocks the download of these Microsoft packages it may be necessary to reach out to the local IT/network staff for assistance in downloading and installing these packages manually.

Add-in connection problems

The Outlook Add-In uses the https protocol to connect to the web services of the Inova Partner application. If during the configuration of the Add-In the connection to the Inova Partner application is not working, check the following :

• Verify that the URL, user name and password being used for the Add-In configuration, and that the Inova Partner application is available, by using the same information in a browser on the same client machine to log into the Inova Partner application;
• Note that the user name and password are both case sensitive.
• NOTE: When authentication via LDAP or Active Directory is being used, it is advised that the password be entered BEFORE The user name. By doing it in this order the chance that the user’s account will be disabled is diminished, if there is a setting in LDAP/AD that will disable the account after X number of login attempts with a bad password.
• The Inova Partner application uses SSL (via https) by default; the security certificate must be valid and known to the client machine otherwise the Add-In will not be able to make the connection to the Partner application.
• Check with the local network staff to see if the URL domain being used for the Add-In is added to any local white lists, as needed.
• Check with an application administrator to be sure the user’s account within the application has the rights for Web Services enable.
• If using a proxy, be sure the URL is configured in the proxy and proxy authentication, if needed.

Logging

The Inova Add-In for Outlook client has logging capabilities which can be configured if issues arise. The team at Inova can assist with logging configurations if they are needed.
To access the logging configuration settings, from the Inova Add-In ribbon in Outlook, click on the “Settings” button. The Inova Add-In Configuration dialog box will be displayed. In the upper-right corner of the dialog box, click on the ‘note’ icon:
The following dialog box will then be displayed:
Both the “Standard log” and the “Detailed service log” can be enabled from this dialog box. Other options include log file location and name as well as the log level for standard logs. Configure accordingly as directed by Inova.

Once logging configurations have been selected, click the “Save”’ button, and then click “Save” again on the Inova Add-In Configuration dialog box.
To disable logging, navigate back to the Logs settings dialog box and uncheck the “Log enabled” box(es) and then click the “Save” buttons on each of the dialog boxes.

Add-in disabled

We have observed on occasion that Outlook add-ins can get disabled. This happens with any add-in and not only the Inova Add-In for Outlook. (If using Office/Outlook 2013 see the note at the end of this section.)
If, when Outlook is opened, the “Inova” tab is no longer available above the ribbon, it’s probable that the Inova Add-In has been disabled. Re-enabling the Add-In can be accomplished by following these steps:

• Click on the “File” tab;
• Choose “Options” from the menu; the Outlook Options dialog box will be displayed;
• From the left-side menu on the Outlook Options dialog box, click on “Add-Ins”;
• In the list of Add-ins, look for the Add-In with the name “InovaPushAddIn”, as seen in the following screen shot:
• If the Inova Add-In is not listed here, the Add-In is most likely disabled;
• To re-enable, near the bottom of the dialog box, next to the word “Manage” select “COM Add-ins” from the drop-down menu and click the “Go…” button;
• On the “COM Add-Ins” dialog box, find the “InovaPushAddIn” and select the box next to it so that it is checked, as follows:
• Click the “OK” button; focus is reverted back to the Outlook client and the “Inova” tab should now be available.

More information on this article.

NOTE: If using Office/Outlook 2013 there is a workaround to prevent the Add-In from being disabled by Outlook upon startup. Administrators can override this behavior and force the Add-In to always be enabled by using the Office 2013 Group Policy Adminstrative Templates “List of managed add-ins” policy. For more details, and an example, see this article on Microsoft’s TechNet, specifically in the table “Managed Add-ins settings” the row with the setting name of “List of managed add-ins (Outlook)”.
(https://technet.microsoft.com/en-us/library/cc178992%28v=office.15%29.aspx)

Updating the add-in

The Outlook Add-In will, upon Outlook starting up, check itself to determine if the version installed is the current version. If the version installed is not the current version the Add-In will update automatically by pulling the latest version from the Inova web server.
If automatic updates are not desired, the initial installation of the Add-In should be done using the steps detailed in the Alternate Installation section. In this case, when the Add-In needs to be updated, obtain the new installation package from Inova and place in the same directory as the old one. Upon startup, Outlook will check this location to determine if the current version is installed and will then install the version that exists in this directory.

The following items have been identified by Inova software and should be taken into consideration when installing and using the Inova – Add-In for Outlook. Inova is working to correct these issues, and improvements will be seen in future releases.

Proxy blocks installation

During the installation of the Inova – Add-In for Outlook, the install program accesses an Inova web site to check that the current version of the Add-In is being installed. If the install program is not installing the latest version, it will download the latest version of the Add-In from the Inova web site.
Inova has seen a few instances where a client’s proxy server blocks access to the Inova web site for the install program to perform this check and, consequently, the installation does not complete.
There are three possible work-arounds to this issue:

1. Add access to the following URL to allow access to the proxy server: http://inova-software.com/OutlookAddin/FINAL/InovaPushAddin.vsto.
2. If installing on a laptop, perform the installation at a location other than while on the corporate network. For example, perform the installation while connected to the internet at the user’s home.
3. See the section Alternative Installation for ‘offline’ installation instructions.

In addition, the following pre-requisite packages are downloaded and installed, if they do not already exist on the PC:

• Microsoft .NET Framework 4.5.x
• Microsoft Visual Studio 2010 Tools for Office Runtime
• Microsoft Visual C++ 2013 Redistributable

If a firewall blocks the download of these Microsoft packages it may be necessary to reach out to the local IT/network staff for assistance in downloading and installing these packages manually.
If the Microsoft packages are downloaded manually, the following are the minimum version numbers needed:

• Microsoft .NET Framework 4.5.1 : 4.5.50938
• Microsoft .NET Framework 4.5.2 : 4.5.51209
• Microsoft Visual Studio 2010 Tools for Office Runtime (x64) : 10.0.50903
• Microsoft Visual C++ 2010 Redistributable : 10.0.40219
• Microsoft Visual C++ 2013 Redistributable : 12.0.305501

User prompted to enable the add-in

If the user sees a warning message from Outlook that the Add-In is disabled, the user should always choose to enable the Add-In by, for example, clicking the button labelled “Always enable this add-in”. The following screen shot is an example of the prompt seen by some users, along with the “Always enable…” button

Error attempting to install

If, when installing the Inova Add-In, a pop-up with the message "An error occurred attempting to install InovaPushAddIn" is shown, this could be due to a known issue with the VSTO installer on later Microsoft operating systems, for example, Windows 10.

If this message appears, click on the Details button and note the details, especially the location of the installation log file. Open the installation log file and scroll to the bottom of the file.

If the last messages in the file are the following, this is most likely due to a problem with the VSTO installer:

URLDownloadToCacheFile failed with HRESULT '-2146697208'
Error: An error occurred trying to download
'http://inova-software.com/OutlookAddin/FINAL/InovaPushAddIn.vsto'.

Following is a work-around which may help this issue:

1. Open the folder “C:\Program Files\Common Files\Microsoft Shared\VSTO\10.0”
2. Rename the file VSTOInstaller.config to VSTOInstaller.bak
3. Execute the setup.exe file from Inova
4. Rename the file VSTOInstaller.bak back to its original name of VSTOInstaller.config

More information can be found on these web sites:

• https://fruux.zendesk.com/hc/en-us/articles/203499812-How-to-solve-VSTO-Installer-errors-
• http://support.dataeverywhere.com/article/48-error-the-value-of-the-property-type-cannot-be-parsed

Documents not pushed when the "create asset" option used

Some users have noted that when using the Add-In to push an email to the application, if the “Create Asset” short cut is used, AND the email has documents attached to it, the documents are not always pushed to the new asset.
Inova is working on a fix for this issue. In the interim, the work-around is to not use an email with documents attached to create an asset. For example, the user can first create the asset within the application’s UI, and then push the email with attached document to the new asset. Alternatively, the user can use the Add-In to create the asset with an email that does not have any documents attached to it.

Special characters in user's password

We have seen when a user has certain special characters in their password, the Add-In, though it is able to connect to the Inova Partner application, it does not allow the display of options to the user. Specifically we have seen this issue when the user has an ampersand (“&”) in the password.
Inova is working on a fix for this problem in a future release. In the interim, the work-around is to change the user’s password so that the special character causing the problem is not in the password.

Unable to package installer to deploy to multiple users

Currently the installation package is not available in a form that can be used to ‘push out’ the install of the Add-In to multiple users automatically, for example, as an MSI package. Inova are working on correcting this.

The Outlook Add-in is an integration of Inova Deals and Alliance and Outlook.

The following packages from Microsoft are required to run the Add-In. If they are not already installed, the installer will download and install them:

• Microsoft .NET Framework 4.6.2 (or higher)
• Microsoft Visual Studio 2010 Tools for Office Runtime

If a firewall blocks the download of these Microsoft packages it may be necessary to reach out to the local IT/network staff for assistance in downloading and installing these packages manually.

This document is intended for an IT administrator and assumes that readers have a basic understanding of Active Directory as well as its Federation Service.

You will need the assistance of an Inova expert to help you activate webSSO for your organization.

Overview of Single Sign On with Inova

What is SSO and its benefits?

The Single Sign On (SSO) Authentication allows a user to access multiple applications with a single set of credentials.
The advantages are multiple : users can move between applications securely without specifying their credentials each time, thus saving time and reducing the risk of forgetting their password.

Does Inova Support SSO?

Inova supports SSO via SAML 2.0 and acts as a service provider (SP) for SSO. The client must implement a federation service to act as an identity provider (IdP). Federation can be accomplished through an in-house or third-party provider.

Setting Up Single Sign On

IdP Requirements

To be compatible with D&A, your Idp must support the following:

• SP initiated SSO
• SAML 2.0

For example, here is a list of the third-party IdPs we already tested and validated:

• ADFS 2.0/3.0
• PingFederate/PingOne
• Okta
• Windows Azure ADFS
• SailPoint
• OpenAM

What you need from inova to set up your connection

• Inova SP Metadata file

This Metadata file contains all the required informations to setup your IdP:

1. Entity ID: our Inova UAT or PROD entity id, depending of the phase of implementation
2. Security Token Consumer URL
3. Public certificate
4. User attributes to be sent over the SAML assertion

What Inova needs from your identity provider

• Your IdP Metadata file

What Inova needs in the SAML assertion sent by your IdP

1. Login in Inova application is based on email address so it will be passed as NameID in the assertion
2. The lastname
3. The firstname

Limitations depending on your IdP

• The authentication request is not signed by default
• The SAML assertion must be signed
• We don’t use encryption for the SAML assertion (possible with ADFS) it is not really an issue since Inova consumes a couple of non-confidential attributes like email address, givenName.
• Since the SPNameQualifier must be filled in the SAML response and IdP like Okta, PingId don’t provide this information the response passes through a SAML proxy in Inova infrastructure

Implementation steps

The WebSSO implementation is made in two phases and in relation with your IT experts. To secure our production environment we first configure and test the WebSSO on a UAT environment. During this step we define the right configuration and fix any issue that could happen during the authentication workflow.

Once everything is validated we go on Production, implementing the tested configuration and setting Inova with WebSSO. Inova application needs to be restarted during this phase.

ADFS additions

Most of the Idp like Okta, PingId only required a few set of parameters like:

• Entity ID
• Postback URL
• Target URL
• Certificates

Those parameters can be found in the Inova Metadata file.

With ADFS we need to create additional “claim rules” to add specific attributes we need for the Service Provider:

• A claim rule to set the spNameQualifier and namequalifier in the response,
• A claim rule to set the authentication mode “Password Protected Transport”

During the implementation steps your contact in Inova Software will give you all the details about those claim rules.

The Outlook Add-in is an integration of Inova Deals and Alliance and Outlook.

The following packages from Microsoft are required to run the Add-In. If they are not already installed, the installer will download and install them:

• Microsoft .NET Framework 4.5.x
• Microsoft Visual Studio 2010 Tools for Office Runtime
• Microsoft Visual C++ 2013 Redistributable

If a firewall blocks the download of these Microsoft packages it may be necessary to reach out to the local IT/network staff for assistance in downloading and installing these packages manually.

If the Microsoft packages are downloaded manually, the following are the minimum version numbers needed:

• Microsoft .NET Framework 4.5.1 : 4.5.50938
• Microsoft .NET Framework 4.5.2 : 4.5.51209
• Microsoft Visual Studio 2010 Tools for Office Runtime (x64) : 10.0.50903
• Microsoft Visual C++ 2010 Redistributable : 10.0.40219
• Microsoft Visual C++ 2013 Redistributable : 12.0.305501