Load InLoox for Outlook Modern Add-in

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Note The InLoox for Outlook Modern add-in is the successor to the classic COM add-in. Learn more » 

  

System requirements for the InLoox for Outlook  Modern Add-in

  1. One of the following products:
    • Microsoft Exchange® Online (usually part of Microsoft 365)
    • Microsoft Exchange® Server 2016 or 2019 Note With this option, you may only be able to use the Modern Add-in in restricted mode (without access to file attachments of emails), depending on the Outlook client used.
  2. One or more of the following products:
    • Windows: Microsoft Outlook® 2016 or higher / Microsoft Outlook® for Microsoft 365 in latest version
    • Mac: Microsoft Outlook® 2016 for Mac or higher / Microsoft Outlook® for Mac in latest version
    • Microsoft Outlook® on the web
  3. Connection to the Internet / the InLoox On-Prem Server

The Modern Add-in works in both the old and the new Outlook and is also suitable for Apple users.

  

Installation of the InLoox for Outlook  Modern Add-in

There are several ways to install the InLoox add-in in Outlook:

  

Self-installation via the Microsoft App Source

Requirement Usage of one of the InLoox cloud editions (InLoox Professional or InLoox Enterprise) with Microsoft Exchange Online

Users of one of the cloud editions can download the InLoox for Outlook add-in themselves from the Microsoft Store:

  

Installation by the Microsoft Office 365 administrator

Requirement Usage of one of the InLoox Cloud editions or InLoox On-Prem, each with Microsoft Exchange Online

1. Log in to Microsoft Office 365 with your administrator account.

2. Select the app launcher icon at the top left and click Admin. Alternatively, open https://admin.microsoft.com/

3. In the sidebar, click Show all.

4. In the Admin Center, go to Settings > Integrated apps.

5. Depending on your InLoox edition, proceed as follow:

  • On Prem:
  1. Select Upload custom apps.
  2. In the App type field, select Office Add-in
  3. Activate the checkbox Upload manifest file (.xml) from device.
  4. Click Choose File to select the manifest file for the InLoox for Outlook add-in. This file can be downloaded from the InLoox Account Settings > Integrations > Download InLoox for Outlook Add-in Manifest.

    Download InLoox for Outlook Add-in Manifest

  5. Click on Next.
  • Cloud:
  1. Select Get apps.
  2. Search for InLoox for Outlook.
  3. Click Get It Now, then click Get It Now again.

6. In the "Deployment method" section, select an option to specify how the add-in will be deployed to users.

7. In the "Assign users" section, select one of the following options to specify to whom the add-in should be deployed.

  • Entire organization: Select this option to deploy the add-in to everyone.
  • Specific users/groups: Select this option to deploy the add-in to selected users or user groups only. Use the search option to find users or groups for whom you want to provide the add-in.
  • Just me: Select this option to make the add-in available only to yourself.

8. Click Next, then click Next again.

9. Finally, click on Finish deployment. A green tick is displayed when the add-in deployment was successful. 

Info Deployment on all devices can take up to 24 hours.

  

Installation by the Microsoft Exchange Administrator

Requirement Usage of InLoox On-Prem with Microsoft Exchange Server 2016 or 2019

Please note With this option, you may only be able to use the Modern Add-in in restricted mode (without access to email attachments). This depends on the Outlook client used.

1. Open the MS Exchange Admin Center (EAC). You can find instructions on accessing the EAC here.

2. In the Exchange Admin Center, go to Organization > Add-Ins

3. How to add the „InLoox for Outlook“ Add-in:

  1. Click on the + button (Add) and select the source „Add from file"
  2. Upload the InLoox for Outlook manifest file, that you previously downloaded in the InLoox settings under “Integrations”. 
  3. The “InLoox for Outlook” add-in is now displayed in the list of available apps.

4. How to make the add-in available for users:

  1. Double-click on the “InLoox for Outlook” add-in to open the add-in settings.
  2. In the add-in settings, activate the checkbox “Make this add-in available to users in your organization”.
  3. Then select one of the following options:
    • Optional, enabled by default (the add-in is enabled by default, but can be disabled by users).
    • Optional, disabled by default (the add-in is disabled by default, users can enable it if required).
    • Mandatory, always enabled (the add-in is always enabled, users cannot disable this application)

Click on Save.

Please note If you have selected the second option “Optional, disabled by default”, users must activate the add-in themselves. To do this, they must navigate to the options within Outlook and under Manage add-ins activate the corresponding checkmark for the “InLoox for Outlook" add-in.

5. Check the installation: Make sure that the “InLoox for Outlook” add-in is displayed in the “Home” tab in MS Outlook for the users. Info Deployment on all devices should be available immediately.

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