ShareSimple: Installation guide

Contents:

1. Introduction

2. Adding ShareSimple to your Microsoft 365 Outlook web app 

3. Adding ShareSimple to your Outlook desktop apps (Windows and Mac) 

4. Updating ShareSimple

5. Installing ShareSimple for all users as a Tenant Admin from the store

6. Installing ShareSimple for the Outlook web app from a manifest file

7. Install ShareSimple on Outlook desktop (Windows and Mac) from a manifest file

8.  Installing ShareSimple for all users as a Tenant Admin from a manifest file

9. Enable/Disable/Configure ShareSimple as a Tenant Admin for all users.   

1. Introduction 

The Installation Guide takes you step-by-step through the process of installing ShareSimple on your Outlook web app or desktop apps on Windows and Mac from the add-ins store or from a file. It will show you how to install ShareSimple for all users as a Tenant Administrator from the store or from a file; and how to configure ShareSimple for all users.

2. Add ShareSimple to the web
version of Outlook from the Add-in Store or Microsoft AppSource

2.1. Prerequisite

To install ShareSimple you will need a Microsoft 365 account with a valid inbox license. 

i) Go to https://outlook.office.com/owa/

ii) Log in with your Microsoft 365 email address and password.

2.2. Add ShareSimple from the Outlook web app

Follow the instructions below to install ShareSimple.

i) Log in to Outlook with your Microsoft 365 account and open a New message:

ii) Click on the "..." options menu below the message, then choose Get Add-ins to open the add-ins store:

iii) Type ShareSimple in the Office Add-ins search box:

iv) Find ShareSimple and click the Add button, review its privacy policy, and then click Continue to finish adding it to your Outlook:

2.3. Add ShareSimple from AppSource

i) Login to your Microsoft 365 account and go to the office store https://appsource.microsoft.com

ii) Search for the ShareSimple and click Get it now:

iii) Review the privacy policy and click on the Continue button.

iv) Now ShareSimple can be found at the bottom of the mail compose area, ready for use:

v) Click on the icon to open the secure ShareSimple window and follow the instructions to start:

3. Add ShareSimple on Outlook desktop from the Add-in Store (Windows and Mac)

3.1. Prerequisites

You will need a Microsoft 365 account and the Outlook desktop app for Windows or Mac. 

i) Download or the Outlook desktop app.

ii) Sign in with your Microsoft 365 email account.

3.2. Add ShareSimple to your desktop Outlook app

Follow the instructions below to install the ShareSimple add-in for the Outlook desktop app. 

i) Open the add-ins store.

Windows: Open your Outlook desktop app, sign in, and click Get Add-ins icon on the top ribbon.

Mac: Open your Outlook desktop app, sign in and click the "..." menu on the top ribbon, then choose Get Add-ins.

ii) On the Add-ins for Outlook page, type ShareSimple in the search box. 

Windows: 

Mac:

iii) Find ShareSimple and click on the Add button, review its privacy policy, and then click on Continue to finish:

iv) ShareSimple can now be found in the "..." menu at the top of a new message.

Windows:

Mac:

v) Click on the icon to open the secure ShareSimple window and follow the instructions to start: 

4. Update ShareSimple on Outlook desktop/ web 

To update to a newer version of an Outlook add-in from Office Store, the previously installed version needs to be removed from Outlook and then the newer available version should be installed. It’s quite easy to remove and re-install any add-in from Office Store. 

4.1. Prerequisites 

To update ShareSimple you must have a previous version of the add-in installed on your office 365 Outlook account. 

4.2. Remove ShareSimple from Outlook

Follow the instructions below to remove ShareSimple from Outlook (web or desktop).

i) Open the Add-in store

Outlook web app: Login to your office365 account, open the +New message window inside Outlook. 

Choose the Get Add-ins option from more options at the bottom of the mail Compose area:

Windows: Open your Outlook desktop app, sign in and click Get Add-ins icon on the top ribbon.

Mac: Open your Outlook desktop app, sign in and click the "..." menu on the top ribbon, then choose Get Add-ins.

ii) Open the My Add-ins tab to see all your installed add-ins:

iii) Click the "..." menu at the bottom left and choose Remove to remove ShareSimple from your Outlook. 

iv) The add-in will be removed from your Outlook. 

4.3. Get the latest version of the add-in 

After removing the previous version of ShareSimple, please follow the steps mentioned in section 1.2 or 2.2 to install the latest version from the Office Store.

5. Install ShareSimple as Tenant Admin (for all users in a Tenant) from the Office Store 

5.1. Prerequisite 

To install ShareSimple in a Tenant to be accessed by all users, you need to have an Office365 administrator role for the Office365 Tenant where you want to install the add-in. 

i) Go to https://www.office.com/

ii) Login with your Office 365 email address and password. 

5.2. Install ShareSimple as a Tenant Admin for all users

i) Log in at https://www.office.com/ and go to the Microsoft 365 admin center by clicking Admin:

ii) Click Show all on the left navigation panel:

iii) Under Settings, click Integrated apps:

iii) Click Add-ins:

iv) Click deploy Add-ins:

v) Click next:

vi) Choose Deploy from the Store:

vii) Use the search box to find ShareSimple in the Add-in store and click Add: 

viii) On the Configure add-in page, decide who will get ShareSimple. You can select Everyone, Specific users/groups. Use the Search box to find specific user accounts or groups. Then, click the Deploy button:

Assign users options:

  • Everyone: This option assigns the add-in to every user in the tenant. Use this option sparingly and only for add-ins that are truly universal to your organization. Make sure the number of users you add/remove matches your ShareSimple subscription.
  • Specific users: You can deploy ShareSimple for specific users. Make sure the number of users you add/remove matches your ShareSimple subscription.
  • Groups: If you assign an add-in to a group, all users added to that group will automatically be assigned the add-in. When a user is removed from a group, the user automatically loses access. 
  • Just me: If you assign an add-in to just yourself, this assigns the add-in to only your account. This is ideal if you wish to test out the add-in first.
  • Pick the option that is right for your organization. 

    Microsoft recommends assigning Add-ins to groups. As an admin, you may find it easier to manage add-ins using groups and add or remove users from groups rather than having to change the users assigned. 

    In some situations, you may want to restrict access to a very small set of users by choosing specific users. As a result, you will need to manage the assigned users manually.

    ix) The add-in has been deployed. You can follow the on-page instructions to test that the add-in has deployed successfully.

    Note: Users may need to relaunch Office to see the add-in icon appear on the ribbon of the app. Outlook add-ins can take up to 12 hours to appear on users' ribbons.

    x) You will get an email you can use to announce the add-in to your users, if you like.  Click Close to finish.

    viii) ShareSimple can now be found on assigned users' Outlook, in the "..." menu.

    Web app:

    Windows:

    Mac:

      

    6. Install ShareSimple on Outlook web from a Manifest file 

    6.1. Prerequisite 

    To install ShareSimple you will need an office 365 account with a valid inbox license. 

    i) Go to https://outlook.office.com/owa/

    ii) Login with your Office 365 email address and password.

    6.2. Install ShareSimple from a file

    Follow the instructions below to install ShareSimple on Outlook using the app file. 

    i) Log in to Outlook with your Microsoft 365 account and open the + New message window:

    ii) Click on the "..." options menu below the message, then choose Get Add-ins to open the add-ins store:

    iii) On the Add-ins for Outlook page, open the My Add-ins tab and choose Add from file… option from the +Add a custom add-in link:

    iv) Browse and select the xml file for the add-in from the local computer and click Open:

    v) Read the consent for installing custom add-ins and click Install to continue:

    vi) Now ShareSimple will show up in your Custom Add-ins section. Close the popup window after installation finishes:

    vii) Now ShareSimple can be found at the bottom of a new message in the "..." menu, ready for use:

    viii) Click on the icon to open the secure ShareSimple window and follow the instructions to start:

        

    7. Install ShareSimple on Outlook desktop from Manifest file 

    7.1. Prerequisite 

    To install ShareSimple you will need a Microsoft 365 account and that email should be configured in the Outlook desktop client. 

    i) Open or Install Outlook desktop app 2013 (with update) or newer.

    ii) Add the Microsoft 365 email account on your Outlook desktop app.

    7.2. Installation on Outlook desktop client 

    Follow the instructions below to install ShareSimple on the Outlook desktop client using the app file. 

    i) Go to the Add-in store 

    Windows: Open the Outlook desktop app with the Microsoft 365 email account associated with your ShareSimple account and click Get Add-ins on the ribbon.

    Mac: Open the Outlook desktop client and click Get Add-ins on the ribbon.

    ii) On the Add-ins for Outlook page, open the My Add-ins tab and choose Add from file... from the +Add a custom add-in dropdown:

    iii) Browse and select the xml file for the add-in from the local computer and click Open:

    v) Read the consent for installing custom add-ins and click the Install button to proceed:

    vi) ShareSimple will now show up under the Custom Add-ins section. Close the popup after installation:

    vii) ShareSimple can now be found in the "..." menu at the top of a new message.

    Windows:

    Mac:

    viii) Click on the icon to open the secure ShareSimple window and follow the instructions to start:  

        

    8. Install as Tenant Admin from a Manifest File (for all users or certain groups/persons).

    8.1. Prerequisite 

    To install ShareSimple in a Tenant to be accessed by all users, you need to have an Office365 administrator role for the Office365 Tenant where you want to install the add-in. 

    i) Go to https://www.office.com/

    ii) Login with your Office 365 email address and password (Office 365 admin account)

    8.2. Install ShareSimple from a manifest file

    Follow the instructions below to install ShareSimple from the Microsoft 365 admin center.

    i) Log in at https://www.office.com/ and click Admin to go to the Microsoft 365 admin center:

    ii) Click Show all on the left navigation panel:

    iii) Under Settings, click Integrated apps:

    iii) Click Add-ins:

    iv) Click deploy Add-ins:

    v) Click Next:

    v)  Choose 'I have the manifest file (.xml) on this device' option and click on the Choose File button:vi) Select the manifest file and click the Upload button:

    vii) On the Configure add-in page, select Everyone, Specific users/groups, or Just me to choose who will get ShareSimple:

    Options summary:

  • Everyone: This option assigns the add-in to every user in the tenant. Use this option sparingly and only for add-ins that are truly universal to your organization. Make sure the number of users you add/remove matches your ShareSimple subscription.
  • Specific users: You can deploy ShareSimple for specific users. Make sure the number of users you add/remove matches your ShareSimple subscription.
  • Groups: If you assign an add-in to a group, users who are added to that group will automatically be assigned the add-in. When a user is removed from a group, the user automatically loses access. 
  • Just me: If you assign an add-in to just yourself, this assigns the add-in to only your account. This is ideal if you wish to test out the add-in first.
  • Pick the option that is right for your organization. 

    Microsoft recommends making assignments via groups. As an admin, you may find it easier to manage add-ins using groups and add or remove users from groups rather than having to change the users assigned. 

    Or, you may want to restrict access to a very small set of users by choosing specific users. In that case, you will need to manage the assigned users manually.

    Follow the on-page instructions to test that the add-in has deployed successfully.

    Note: Users may need to relaunch Office to see the add-in icon appear on the ribbon of the app. Outlook add-ins can take up to 12 hours to appear on users' ribbons.viii) You will get an email you can use to announce the add-in to your users, if you like. 

    Click Close to complete the installation.

    ix) ShareSimple can now be found on targeted users' Outlook, in the "..." menu at the top or bottom of a new message.

    Web app:

    Windows:

    Mac:

    9. Enable, disable, remove or update ShareSimple as Tenant Admin (for all users or for specific groups/persons)

    9.1. Prerequisite 

    To enable/disable or remove ShareSimple from a Tenant for all users, you must be an Office 365 administrator.

    i) Go to https://www.office.com/

    ii) Login with your Office 365 email address and password (Office 365 admin account)

    9.2. Enable, disable, remove, or update ShareSimple from the Microsoft 365 admin center

    Follow the instructions below to enable/disable or remove the ShareSimple add-in from the Outlook of all users in a Tenant.

    i) Log in at https://www.office.com/ and go to the Microsoft 365 admin center by clicking Admin:

    ii) Click Show all on the left navigation panel:

    iii) Under Settings, click Integrated apps:

    iii) Click Add-ins:

    iii) Select ShareSimple from the services and add-ins list to edit it:

    iv) You can make changes to your users:

    v) Disable ShareSimple with the toggle:

    vi) Update ShareSimple:

    v) Or remove ShareSimple:

    vi) After changing the settings for the add-in, click Save to apply the changes for all the targeted users of the selected tenant:

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