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Mass Deployment of the Add-In for [Office 365]

 

Note

Refer to this article if you need to mass deploy the Add-In for MS Exchange 2013, 2016, 2019 mailboxes

 

Important

After you install the Add-In for the end users, make sure that RI Sync Engine is activated for them to enable all product features. That can be done either individually by each user or in bulk using Exchange Impersonation

 

Tip

Besides rolling out the product for the end users, it is highly recommended to install the Revenue Inbox Salesforce managed package in your Org; it will enable the full scope of RI features on the Salesforce side

 

Add-In mass deployment

To install Revenue Inbox Add-In for a group of entitled end users’ mail accounts, do the following:

1. Log in to Office 365 Admin Center with Admin credentials

https://portal.office.com/adminportal/

 

2. In the navigation page on the left, go to Settings > Integrated Apps

3. Click the blue button Add-Ins in the upper right corner

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4. Click the button Deploy Add-In

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5. Click Next in the dialog that appears

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6. In following dialog, select the source you want to install the Add-In from:

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A. Choose from the store: installation from Microsoft 365 AppSource. This is the recommended way used for typical deployment cases

 

or

 

B. Upload custom apps: installation from a setup URL or Manifest file. This method is normally used for custom Enterprise Revenue Inbox implementations deployment

 

7. The remaining installation steps depend on your selection at the previous step

 

If you select option A: Choose from the Store

7.A.1. AppSource home page will be opened in your web browser. Enter “Revenue Inbox” in the search field, then click on the product’s icon in the search results

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7.A.2. Click Get it now on the Add-In’s page

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7.A.3. Fill in the contact details to get the Add-In. These details are never shared with any third parties, they are used exclusively to establish communication with you by Revenue Grid CSM or Sales Teams

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7.A.4. Read the consent “I give Microsoft permission to use …”, select the checkbox and click Continue in the access consent dialog

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Note

All configuration activities described in this article are typical secure actions performed for Revenue Inbox Add-In installation. Privacy and security of handling of accessed user data are guaranteed by the applicable Revenue Grid policies

 

7.A.5. In the following dialog, make sure that the switch Is this a test deployment? is switched to No

Assign users who will get the Add-In installed in their mail accounts: 1. select Specific users/groups; 2. via the field below, find and add RI end users one by one or in bulk using a Distribution group or Security group

Click Next to continue

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7.A.6. Read the permissions you are granting to Revenue Inbox Add-In and click Next

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7.A.7. Click Finish Deployment in the final dialog

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The Add-In will be deployed for all assigned users within 12 hours or less. Before the end users start using the Add-In, make sure you have enough activated Revenue Inbox licenses. Contact our CSM team directly to address any matters with product licenses

Important

Besides deploying the Add-In for the end users, it is important to ensure that its incoming and outgoing connections are not blocked by your corporate firewall. Refer to this article to learn how to do that

 

 

Alternatively:

   

If you select option B: Upload custom apps

7.B.1. You may install the Add-In from a customized Add-In Manifest provided by our CSM team: from an .xml file on your hard drive by clicking Choose file or from a web address by entering the URL in the corresponding field. After you select the Manifest, click Upload at the bottom

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7.B.2. In the next dialog you should assign users who will get the Add-In installed in their mail accounts: 1. select Specific users / groups; 2. via the field below, find and add RI end users one by one or in bulk using a pre-configured Distribution group or Security group.

In addition to that, define the Add-In’s Deployment method. Choose Fixed (recommended) if you want Revenue Inbox Add-In’s icon to be constantly displayed in the user’s MS Outlook ribbon, or choose Available if you want Revenue Inbox Add-In to be optionally available in their ribbon, or choose Optional if you want to allow the users to remove the Add-In.

Click Deploy at the bottom of the dialog to deploy the Add-In for the entitled users

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7.B.3. You’ll see the deployment in progress screen and then the deployment confirmation dialog; click Close in this dialog

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The Add-In will be deployed for all assigned users within 12 hours or less. Before the end users start using the Add-In, make sure you have enough activated Revenue Inbox licenses. Contact our CSM team directly to address any matters with product licenses

Important

Besides deploying the Add-In for the end users, it is important to ensure that its incoming and outgoing connections are not blocked by your corporate firewall. Refer to this article to learn how to do that

   


 

Setting the Default (Initial) Customization

In the latest Revenue Inbox updates the default (initial) set of customization settings can be defined by local Revenue Inbox Admin, to be applied right after the product is installed or after customization is reset to default by clicking the Reset to default settings button in Customization page header. This feature enables quick uniform management of settings for different user categories and facilitates restoring product functioning after unwanted adjustments were made in the settings.

 


 

Defining Individual Synchronization Settings for a User or a Group of Users

In the latest Revenue Inbox updates it is possible to push pre-defined synchronization settings to groups of users and individual users within an Org, or to all users of an Org; the users can be allowed or disallowed to adjust these settings. If you need to preset customized sync settings to different users in your Org, send us a corresponding request to our CSM team

   


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