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Installation and Usage

This document provides a comprehensive guide for installing the ADITO Outlook add-in, covering the necessary steps to download the manifest file, install the add-in across various Outlook platforms, and connect it securely to your ADITO system.

Add-In Installation to Outlook

The ADITO Outlook add-in must be installed to enable ADITO functionalities within Outlook. Installation options include manual installation via a manifest file or centralized deployment using Microsoft's administrative tools. For detailed information on these methods, refer to the official Microsoft documentation on add-ins installation and centralized deployment.

Downloading manifest.xml

Download the current stable manifest file from the ADITO Service Client via:

  • Context: Version management
  • Category: Core / outlook-add-in

version management Figure: Version management in ADITO Service Client

For additional information on sideloading Outlook add-ins for testing, see Microsoft's guide: Sideload Outlook add-ins for testing.

Installing manifest.xml

Refer to the following Microsoft guides for detailed installation instructions based on your Outlook variant:

Installation MethodScopePlatformSuitable For
Manual via manifest fileUser-levelOutlook Web / DesktopDevelopers, testing
Centralized deploymentOrganization-wide (Admin only)Microsoft 365 environmentsProduction rollout

Web Variant Installation (Excerpt)

  1. Open Outlook Sideload Portal
  2. Log in with your Microsoft account.
  3. Select My add-ins.
  4. Under Custom add-ins, choose Add a custom add-in > Add from file.
  5. Select the downloaded manifest.xml file.
  6. Click Open and then Install, ignoring any warnings.

my addins Figure: My add-ins dialog

add from file Figure: Add custom add-in from file

install Figure: Install the add-in

Centralized Distribution

Centralized deployment is typically managed via the Microsoft Exchange Admin Center (EAC), allowing administrators to distribute the add-in across an organization without manual installation on each client. Refer to Microsoft's documentation on Managing deployment of add-ins for detailed instructions.

Usage in Outlook

After installation, the add-in is accessible in Outlook on the web via the "Apps" icon in the top right corner:

apps Figure: Apps icon in Outlook on the web

add app Figure: Add app to Outlook

tip

Restart or refresh Outlook after installing, uninstalling, or re-installing the add-in to ensure availability. For desktop Outlook, availability may be delayed (see Troubleshooting). After re-installation, reset the add-in cache as described in the Reset section.

Connecting Add-In to ADITO

login url Figure: Enter ADITO login URL

  • A code will be sent to your ADITO Notification Center (bell icon in upper left of ADITO client).
  • Enter the code to complete login.

code Figure: Enter code

warning

You must enter the verification code within 2 minutes. Otherwise, the login will fail and must be restarted.

warning

To successfully authenticate, the user must have the roles INTERNAL_WEBSERVICE and OUTLOOK_ADDIN assigned in ADITO. Otherwise, login attempts will result in a 401 Unauthorized error.

Usage

The ADITO Outlook add-in becomes available when a message is selected. Once opened, the add-in interface appears on the right side of the selected email:

addin mask Figure: Add-in interface positioned beside the email content

Click the "pin" icon at the top-right corner of the add-in interface to keep it visible when navigating between different emails.

pin Figure: Pinning the add-in interface to keep it persistent