Install the Add-In from an XML Manifest File¶
For users of the Email Sidebar on:
5 min read
This article contains detailed instructions to help the users and local Administrators to install the RG Email Sidebar Outlook Add-In Web (Cloud) implementation from a Manifest file (.xml).
Also see this Microsoft guide on MS Outlook Add-Ins installation.
This solution installation scenario can be used specifically for customized implementations of RG Email Sidebar that include a special set of features and preferences, for example delegated access components accessed via RG Email Sidebar.
Tip
Refer to this article for a summary of various RG Email Sidebar mass deployment scenarios.
Installing the RG Email Sidebar Add-In in Office 365¶
[recommended installation procedure]
To install the RG Email Sidebar Add-In:
1. Go to the Add-Ins management dialog in Office 365 Outlook by opening this O365 URL directly in your browser: https://outlook.office.com/mail/inclientstore
2. If needed, log in with your mail account via the standard Office 365 Sign in dialog
3. After you log in, the Add-Ins for Outlook dialog will be opened. In this dialog, open the tab My add-ins
4. Next, scroll down the tab and click the button + Add a custom add-in
5. Select Add from File…
6. In the Explorer window, navigate to the .xml manifest file provided by Revenue Grid support team and click Open and then Next
6. In the next dialog, click Install
Now the RG Email Sidebar Add-In will appear in the ribbon.
7. To verify that the RG Email Sidebar Add-In was installed successfully, check that the new Salesforce ribbon group has appeared in MS Outlook ribbon
Installing the RG Email Sidebar Add-In for MS Exchange on Premise¶
To install the RG Email Sidebar Add-In in MS Exchange on Premise:
1. Open your corporate Outlook on the Web page URL in your browser. If you do not have the URL, you can contact your local MS Exchange Administrator to get it.
2. Enter your login (the domain/user name) and password into the designated fields on the page and click Sign in
3. If your username and password are correct, the Mail page (the Inbox by the default) opens
4. Click the Menu icon and select Manage add-ins in the upper right corner of the window
6. Click the + (Add) button and then choose the source you want to install the Add-In from
6.1. Add from AppSource (option 1)
6.1.1. Select the Add from Office Store option
6.1.2. On the AppSource page that opens, search for RG Email Sidebar for Salesforce
6.1.3. Click Install
Note, this option is only for the standard RG Email Sidebar solution. If your admin provided you with a custom .XML file for installation, follow the steps provided in the next section below.
Alternatively
6.2. Add from a file (option 2)
6.2.1 Select the Add from a file option
6.2.2 Click Browse
6.2.3 In the Explorer window, navigate to the .xml manifest file provided by Revenue Grid support team and click Open and then Next
6.2.3 On the final step, click Install
Now the RG Email Sidebar Add-In will appear in the ribbon.
7. To verify that the RG Email Sidebar Add-In was installed successfully, check that the new Salesforce ribbon group has appeared in MS Outlook ribbon
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