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Installing Outlook Add-In with ContentStore and Edge Attachment Store

The Outlook Add-In with ContentStore and Edge Attachment Store is a combined package that includes the Add-in for archived emails, ContentStore Email Viewer, and the Edge Attachment Store feature. When you install the Outlook Add-In package, end users can access their archived and content indexed emails and the attachments on new email messages are automatically uploaded to the ObjectStore that you configured for Outlook Add-In. After the upload, the Add-In removes the attached file physically from the email message and inserts links to view or download the file from the ObjectStore.

Before You Begin

Review the following requirements:

Procedure

  1. On the Cloud Services web site home page, download the Outlook Add-In with ContentStore and AttachmentStore admin package.

    The admin package is used to create the Add-In installation package for end users.

  2. Install the Outlook Add-In package using one of the following methods:

    Method1: Log On Script through Active Directory

    Use this procedure to mass deploy Outlook Add-in to end users.

    1. Create the Add-In installation package for end users.
      1. After downloading the admin package, go to the download location and double-click OutlookAddinCSandEdgeAdmin.exe.
      2. At the command prompt, type the output location where you want to create the Add-In installation package and press Enter.
      3. Type the host name of the Web Console used for the ObjectStore and press Enter.

        The OutlookAddinCSandEdge package is created in the specified output location.

    2. Log on to the Active Directory Server using an account with Domain Administrator privileges.
    3. Navigate to Start > Administrative Tools > Group Policy Management.
    4. Right-click the container to which you want to link the Group Policy Object (GPO) and select Create a GPO in this domain, and Link it here.
    5. Create a new GPO for installing your MSI package.

      Enter a descriptive name.

      Click OK.

    6. Right-click the new GPO and select Edit.
    7. Navigate to User Configuration > Policies > Windows Settings > Scripts (Logon/Logoff).

      In the right-pane, right-click Logon and click Properties.

    8. In the Logon Properties dialog box, click Add.
    9. Click Browse to add the path where you have downloaded the .exe.

      Click OK.

    10. Instruct all users to restart their computers.

      The Outlook Add-In is complete after the computers are restarted.

    Method 2: Host the Installation File on an Internal Network

    When the end user computers have no Internet connection, you can host the installation file from a location on your local network. You must download the Outlook Add-In installer and create a new installer package that use local paths to install Outlook Add-In, Visual Studio Tools for Office, and .NET Framework.

    To host the Outlook Add-In installation file on an internal network, follow the steps given below:

    1. Using a third-party tool, such as 7-Zip, extract the contents of the OutlookAddinCSandEdgeAdmin.exe into a new folder.

      The extracted folder contains the following files:

      CvInstaller.exe: the installation file for the Outlook Add-In

      CvInstaller.ini: a preconfigured template file that is populated with default software available locations.

      BuildEdgeAttachmentStoreAddin.bat: A batch file used to create the final Add-In package.

    2. From the command prompt, type the following command to download the installer package to a local location.

      CvInstaller.exe /DOWNLOAD <DownloadPath>

    3. Replace <DownloadPath> with the full path to the download.

      The following files appear at the specified download path:

      • OutlookAddinClient_x64_11_06152016.msi
      • All prerequisites
    4. Right-click CvInstaller.ini, and then click Edit.
    5. Follow the appropriate directions below to customize the CvInstaller.ini file according to your needs:
      • For .NET framework: change the existing path to a local path where .NET framework installation file is located.

        For example,

        x64="\\localhost\download\dotnetfx40_full_x86_x64.exe"

      • For Visual Studio Tools for Office: change the existing path to a local path where .VSTO installation file is located.

        For example:

        x64="\\localhost\download\vstor40_x64.exe"

      • For Edge Attachment Store Add-In: change the existing path to the local path where the OutlookAddinClient.msi file is located.

        For example:

        x64="\\localhost\software\EdgeDriveAddIn\Win64\\\localhost\software\OutlookAddinPreReq\Win64\OutlookAddinClient_x64_11_06152016.msi"

      • For Custom JRE: Change the existing path to the local path where the Custom JRE file is located.

        For example:

        x64="\\localhost\software\EdgeDriveAddIn\Win64\CvJREx64.exe"

      Note: Make sure that only these variables are modified in the CvInstaller.ini file to customize the installation.

    6. Save the CvInstaller.ini file.
    7. Double click BuildEdgeAttachmentStoreAddin.bat.
    8. At the command prompt, type the output location where you want to create the Add-In installation package and press Enter.
    9. Type the host name of the Web Console used for the ObjectStore and press Enter.

      The OutlookAddinCSandEdge package is created in the specified output location.

    10. Save the executable to a location on your internal network.

Result

The Add-In is installed on the end user computer. Also, a configuration file CVEdgeDriveAddin.Config.xml is created during the installation and copied to the same location where the package is installed.

This xml file is uploaded to the user profile folder when the Add-In is used. You can update the xml file to modify the following settings for the Add-In:

  • dMinAttachFileSizeKB - defines the minimum file size for attachments to be uploaded to the ObjectStore. Attachments with file size equal or greater than the specified value are automatically uploaded to the ObjectStore. Default value is 0.
  • dUploadChunkSizeKB - defines the chunk size of the files to be uploaded. Default value is 1 MB.
  • sWebConsoleName - specifies the Web Console to be used for the upload. By default, the Web Console URL uses HTTP. If you want to use secure access, add HTTPS to the Web Console URL in the input.

    For example, if the Web Console name is drive.company.com, by default, the Web Console URL will be http://drive.company.com. To use secure access, provide https://drive.company.com as the Web Console name.

What to Do Next

After installing the package, open Microsoft Outlook application and verify that the Add-In is active. End-users can now view their archived emails, content indexed emails and also send emails with the attachments as links. For instructions, see Attaching Files in Outlook Using Edge Attachment Store.

Note: When an updated version of the Outlook Add-In is available in the Cloud Services web site, you can recreate the end user package using the updated version and deploy the Add-In on all end-user computers.

To uninstall the Add-In, remove the Add-In from Outlook and then uninstall from the Control Panel.