Installing the Outlook Add-in for maestro*CLOUD

Objective

As part of their daily tasks, several users have to transfer emails and attachments from Outlook to maestro* to link these documents to a transaction. To take advantage of this functionality, and if maestro* is used through a cloud service, a specific add-in must previously be installed.

Using maestro*CLOUD implies that the application is installed on an external server, as opposed to Outlook being installed on the user’s workstation. The add-in ensures both instances can communicate with each other and share information from Outlook to maestro*CLOUD.

Prerequisites

Installed maestro*CLOUD 3.05 MS SQL Version
Outlook Version 2016 Minimum

steps

Installing the Add-in

Open the Outlook application on the workstation.
Click on the File menu, in the upper-left corner of the window.

In the Account Information window, click on Manage Add-ins (and not Manage COM Add-ins). Depending on your company's security parameters, it is possible that you may have to confirm your identity. The default web browser will open and display the internet version of Outlook.

The Add-ins for Outlook window is automatically displayed. To the left, open the My Add-ins tab and fine the + Add a customer add-in in the Custom Addins zone.

Select the Add from URL option.
The contextual window Add private add-in from URL appears.
1. Copy the following manifest file URL address (https://outlookaddin.maestrocloud.com/manifest.xml), paste it to the field in the pop-up window and click on OK.

A warning message appears: click on Install.

The add-in has now been added to other programs and appears in the list of the Manage Add-in window, Custom Addins section.

Activating the Outlook Add-In

It is necessary to make sure that the activation Maestro*CLOUD complement has been completed.

Close all Outlook instances (both workstation applications and on Internet, if still open).
Then restart the Outlook application on your workstation.
The new add-in will be displayed in the ribbon at the top of the Outlook window. The icon is titled Transfer to maestro* and, after clicking on it, it is possible to transfer an email and/or its attachments to maestro*CLOUD.