Connectid Mail - Installation guide

Download our installation guide in PDF

Download here

1. Introduction 

The Installation Guide takes you step-by-step through the process of installing the Connectid Add-in on your Office365 Outlook as well as the Outlook desktop client for Windows and Mac. The document covers installing the add-in by a user from Office Store or using a manifest file and the installation process for Tenant Administrator deployment methods to distribute the add-in to users within an organization.

   

2. Install Connectid Mail on Outlook web from the Office Store 

2.1. Prerequisite

To install Connectid Mail 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

2.2. Installation 

Follow the instructions below to install the Connectid Mail add-in. 

i) Login to your office365 account and open the +New message window inside Outlook.

ii) Click on the more options icon at the bottom toolbar, mail sending area, and choose the Get Add-ins option.

iii) On the Add-ins for Outlook page, browse for the “Connectid Mail” add-in by scrolling through the list or search for the add-in by using the Search box.

iv) After finding the add-in click on the Add button, review its privacy policy, and then click on Continue to finish adding to your Outlook.

v) After the installation finishes, check out the getting started information and close it.

vi) The Connectid Mail add-in can be found at the bottom of the mail compose area ready for use. When using, if you’re prompted to sign in, type the email address and password you use to sign in to Office programs.


Or, you can install the Connectid Mail add-in directly from the Office store.

i) Login to your office365 account and go to office store (https://appsource.microsoft.com).

ii) Search for the Connectid Mail add-in and use the Get it now link to install.

iii) Review its privacy policy and click on the Continue button to finish adding it to your Outlook.

iv) After finishing the installation, the add-in can be found at the bottom of the mail compose area ready for use. When using, if you’re prompted to sign in, type the email address and password you use to sign in to Office programs.

   

3. Install Connectid Mail on Outlook desktop from the Office Store

3.1. Prerequisite

To install Connectid Mail you will need an office 365 account and that email should be configured in the Outlook desktop client. 

i) Install Outlook desktop client 2013 (with update) or upper if not installed already. 

ii) Add the office365 email account on Outlook desktop client to which the add-in will be added.

3.2. Installation on Outlook desktop client 

Follow the instructions below to install the Connectid Mail add-in on the Outlook desktop client. 

i) On Windows: Open the Outlook desktop client with the office365 email account configured and click Home > Get Add-ins on the ribbon.

On Mac: Open the Outlook desktop client and click Home > Store on the ribbon.

ii) On the Add-ins for Outlook page, browse for the “Connectid Mail” add-in by scrolling through the list or search for the add-in by using the Search box. 

Windows: 

Mac:

iii) After finding the add-in click on the Add button, review its privacy policy, and then click on Continue to finish adding to your Outlook.

iv) After the installation finishes, check out the getting started information and/or close the Add-ins for Outlook page.

v) The Connectid Mail add-in can be found on the ribbon of the message tab ready for use. When using, if you’re prompted to sign in, type the email address and password you use to sign in to Office programs.

Windows:

Mac:

   

4. Upgrading Connectid Mail on Outlook desktop/ web 

To upgrade 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. Prerequisite 

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

i) To upgrade to the latest version, you need to remove the previously installed add-in and then install the latest add-in.

4.2. Removing add-in from Outlook 

Follow the instructions below to remove the Connectid Mail add-in from Outlook web or desktop client.

i) On Outlook web: Login to your office365 account, open the +New message window inside Outlook, and choose the Get Add-ins option from more options at the bottom of the mail compose area.

On Windows: Open the Outlook desktop client with the office365 email account configured and click Home > Get Add-ins on the ribbon. 

On Mac: Open the Outlook desktop client and click Home > Store on the ribbon. 

ii) On the Add-ins for Outlook page, open the My Add-ins tab to see all the installed add-ins. 

iii) Click the options icon on the “Connectid Mail” add-in and choose 'Remove' to remove the add-in from your Outlook. 

iv) The add-in will be removed from Outlook and won’t be accessible. 

4.3. Installing the latest version of the add-in 

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

    

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

5.1. Prerequisite 

To install Connectid Mail 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)

5.2. Installation 

Follow the instructions below to install the Connectid Mail add-in as a Tenant admin to be added to the Outlook of all users in the Tenant.

i) Log-in to your Office365 account and go to Office 365 administration center using the Admin link on the Office Home page or the app list.

ii) From inside the Microsoft 365 admin center, open the Services & add-ins section by clicking on Settings > Services & add-ins from the left navigation panel. 

iii) Click on the +Deploy Add-in link that opens the Centralized Deployment page, then click Next to find the deployment options. 

iv) From the deployment options, click on the Choose from the Store button to install the add-in from Office Store. 

v) On the Select add-in page, search for the add-in by using the Search box and click on the Add button on the add-in from the results. 

vi) On the Configure add-in page, select Everyone, Specific users/groups, or Just me to specify who the add-in is deployed to. Use the Search box to find the users or groups for who you want to deploy the add-in. After that click on the Deploy button to finish installing the add-in for the selected Tenant.

Considerations when assigning an add-in to users and groups 

Admins can assign an add-in to everyone or to specific users and groups. Each option has implications:

Everyone: As the name implies, 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.

Users: If you assign an add-in to an individual user, then to deploy the add-in to a new user, you will need to first add that user. The same goes for removing users.

Groups: If you assign an add-in to a group, users who are added to the group will automatically be assigned the add-in. And, when a user is removed from a group, the user loses access to the add-in. In either case, no additional action is required from you as the admin.

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.

The option that is right for your organization depends on your configuration. However, Microsoft recommends making assignments via groups. As an admin, you might find it easier to manage add-ins using groups and control the membership of those groups rather than having to change the users assigned each time. On the other hand, in some situations, you may want to restrict access to a very small set of users and therefore make assignments to specific users. As a result, you will need to manage the assigned users manually.

i) A green tick will appear with a success message when 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.

ii) When finished, select Next. If you've deployed to just yourself, you can select Change who has access to add-in in order to deploy to more users. Otherwise, click on the Close button on the Announce add-in page to complete the installation.

iii) The Connectid Mail add-in can be found at the bottom of the mail compose area on targeted users Outlook under the tenant, ready for use. When using, if you’re prompted to sign in, type the email address and password you use to sign in to Office programs.

    

6. Install Connectid Mail on Outlook web from Manifest file 

6.1. Prerequisite 

To install Connectid Mail 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. Installation 

Follow the instructions below to install the Connectid Mail add-in on Outlook using the app file. 

i) Login to your office365 account and open the +New message window inside Outlook. 

ii) Click on the more options icon at the bottom toolbar, mail sending area, and choose the Get Add-ins option. 

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 on the Open button. 

v) Read the consent for installing add-in from file and click on the Install button to proceed with the installation. 

vi) The installed add-in will show up under the Custom Add-ins section with an added sign. Close the popup window after the installation finishes. 

vii) The Connectid Mail add-in can then be found at the bottom of the mail compose area ready for use. When using, if you’re prompted to sign in, type the email address and password you use to sign in to Office programs.

    

7. Install Connectid Mail on Outlook desktop from Manifest file 

7.1. Prerequisite 

To install Connectid Mail you will need an office 365 account and that email should be configured in the Outlook desktop client. 

i) Install Outlook desktop client 2013 (with update) or upper if not installed already. 

ii) Add the office365 email account on Outlook desktop client to which the add-in will be added.

7.2. Installation on Outlook desktop client 

Follow the instructions below to install the Connectid Mail add-in on the Outlook desktop client using the app file. 

i) On Windows: Open the Outlook desktop client with the office365 email account configured and click Home > Get Add-ins on the ribbon.

On Mac: Open the Outlook desktop client and click Home > Store on the ribbon.

ii) 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.

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

Windows:

Mac:


iv) Read the consent for installing add-in from file and click on the Install button to proceed with installation.

v) Close the popup window after the installation finishes. The installed add-in will show up under the Custom Add-ins section with an added sign.

vi) The Connectid Mail add-in can then be found at the bottom of the mail compose area ready for use. When using, if you’re prompted to sign in, type the email address and password you use to sign in to Office programs.

Windows: 

Mac:

    

8. Install as Tenant Admin (for all users in a Tenant) from Manifest File 

8.1. Prerequisite 

To install Connectid Mail 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. Installation 

Follow the instructions below to install the Connectid Mail add-in as a Tenant admin to be added to the Outlook of all users in the Tenant.

i) Log-in to your Office365 account and go to Office 365 administration center using the Admin link on the Office Home page or the app list.

ii) From inside the Microsoft 365 admin center, open the Services & add-ins section by clicking on Settings > Services & add-ins from the left navigation panel.

iii) Click on the +Deploy Add-in link that opens the Centralized Deployment page, then click Next to find the deployment options.

iv) From the deployment options, click on the Upload custom apps button to install the add-in from xml app file.

v) On the Deploy a new add-in page, choose I have the manifest file (.xml) on this device. option and click on the Choose File button.

vi) Then browse and select the .xml manifest file for the add-in from the local computer and click on the Open button.

vii) After selecting the manifest file, click on the Upload button to proceed with the installation.

viii) On the Configure add-in page, select Everyone, Specific users/groups, or Just me to specify who the add-in is deployed to. Use the Search box to find the users or groups to who you want to deploy the add-in. After that click on the Deploy button to finish installing the add-in for the selected Tenant.

Considerations when assigning an add-in to users and groups 

Admins can assign an add-in to everyone or to specific users and groups. Each option has implications:

Everyone: As the name implies, 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.

Users: If you assign an add-in to an individual user, then to deploy the add-in to a new user, you will need to first add that user. The same goes for removing users.

Groups: If you assign an add-in to a group, users who are added to the group will automatically be assigned the add-in. And, when a user is removed from a group, the user loses access to the add-in. In either case, no additional action is required from you as the admin.

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.

The option that is right for your organization depends on your configuration. However, Microsoft recommends making assignments via groups. As an admin, you might find it easier to manage add-ins using groups and control the membership of those groups rather than having to change the users assigned each time. On the other hand, in some situations, you may want to restrict access to a very small set of users and therefore make assignments to specific users. As a result, you will need to manage the assigned users manually

ix) A green tick will appear with a success message when 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) When finished, select Next. If you've deployed to just yourself, you can select Change who has access to add-in in order to deploy to more users. Otherwise, click on the Close button on the Announce add-in page to complete the installation.

viii) The Connectid Mail add-in can be found at the bottom of the mail compose area on targeted users Outlook under the tenant, ready for use. When using, if you’re prompted to sign in, type the email address and password you use to sign in to Office programs.

    

9. Enable/Disable add-in as Tenant Admin (for all users in a Tenant) 

9.1. Prerequisite 

To enable/disable or remove Connectid Mail from a Tenant for all users, you need to have an Office365 administrator role for the Office365 Tenant where you want to manage the add-in. 

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 add-in installed for Tenant users 

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

i) Log-in to your Office365 account and go to Office 365 administration center using the Admin link on the Office Home page or the app list.

ii) From inside the Microsoft 365 admin center, open the Services & add-ins section by clicking on Settings > Services & add-ins from the left navigation panel.

iii) Select the Connectid Mail add-in from the Services and add-ins list.

iv) You can switch the add-in status off to make it disable, change users, the deployment methods, or even remove the add-in from the Edit Connectid Mail page.

v) After changing the settings for the add-in, click on the Save button to apply the changes for all the targeted users of the selected tenant.

Still need help? Contact Us Contact Us