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Install the Add-In from an XML Manifest File or URL

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) or URL.
Also see this Microsoft guide on MS Outlook Add-Ins installation.
This solution installation scenario can be used specifically for customized Enterprise implementations of RG Email Sidebar including 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 for Salesforce Add-In in Office 365

To install the RG Email Sidebar Add-In, do the following:

1. Open the Add-Ins management dialog in Office 365 Outlook in one of the following ways:

  • in MS Outlook Desktop: on the home ribbon, click the Get Add-ins icon

 

  or

 

 

2. If needed, log in with your mail account via the standard Office 365 Sign in dialog

>>> Click to see a screenshot <<<



 

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. You can install the Add-In from one of the following sources

 

      5.1. Add from URL

  • In the URL field of the pane that appears, enter the full link leading to the RG Email Sidebar installation (.xml manifest) file provided by Revenue Grid support team and click Next.  

 

  • On the next page, click Install

 

 

or

 

      5.2. Add from File  

  • In the Explorer window, navigate to the .xml manifest file provided by Revenue Grid support team and click Open and then Next

 

  • In the next dialog, click Continue

 

Note

RG Email Sidebar accesses and handles the end users’ email and CRM data in a most secure and private manner, according to our Privacy and Security guarantees, so approving this data access is safe.

 

Now the RG Email Sidebar Add-In will appear in the list of available apps on the Add-Ins for Outlook page.

 

6. 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 for Salesforce Add-In for MS Exchange on Premise

 

To install the RG Email Sidebar Add-In, do the following:

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

Tip

You may also be able to find out the URL using your MS Outlook Desktop client. In Outlook Desktop: open the File tab, then click the item Info. Next, copy the URL displayed under the line “Access this account on the web” at the top

 

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 Options in the upper right corner of the window

 

5. Click the General tab and choose Manage add-ins

 

6. Click the + (Add) button and then choose the source you want to install the Add-In from

 

 

      6.1. Add from AppSource. At AppSource page that opens, search for RG Email Sidebar for Salesforce, open the Add-In’s page and click Add. Note, this option is applicable only for the RG Email Sidebar for Salesforce product.
Any other customized product implementations should be installed either from an URL or a Manifest file.

 

or

 

       6.2. Install from a URL

  • In the URL field of the pane that appears, enter the RG Email Sidebar installation URL provided by Revenue Grid support team, an .xml manifest file hosted on the web. Then click Next

 

  • On the next page, click Install

 

Note

RG Email Sidebar accesses and handles the end users’ email and CRM data in a most secure and private manner, according to our Privacy and Security guarantees, so approving this data access is safe

 

or

 

       6.3. Install from an .xml file (manifest)

  • Click Browse in the pane that appears

 

  • In the Explorer window, navigate to the .xml manifest file provided by Revenue Grid and click Open and then Next

 

  • On the final step, click Install

 

 

Note

RG Email Sidebar accesses and handles the end users’ email and CRM data in a most secure and private manner, according to our Privacy and Security guarantees, so approving this data access is safe

 

Now the RG Email Sidebar Add-In will appear in the list of available apps on the Add-Ins for Outlook page.

 

7. To verify that the RG Email Sidebar Add-In was installed successfully, check that the new Salesforce ribbon group has appeared MS Outlook ribbon

 

   



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