Microsoft Outlook 2010 or 2013 Integration

The netFORUM Microsoft® Outlook Integration gives you the ability to send email to netFORUM contacts and add/edit assignments through outlooks tasks without having to open the application.

This topic provides:

Comprehensive description of the entire installation and the deployment process of the Outlook 2010 Add-In.
Description of the client side software installation.

You must have the following to properly perform the installation:

The proper permissions on the target computer.
Administrative rights (in the Administrators users group).

System Structure

netFORUM Outlook Integration System comprises of the Outlook Add-In, which displays as a tile on your ribbon. This represents the user interface layer of the system that provides you with access to the Outlook-based system functionality.

The toolbar allows you to:

Add emails from the netFORUM database to Outlook emails.
Log emails to the netFORUM database.
Add assignments from netFORUM to Outlook Tasks.
Update assignments in netFORUM through Outlook Tasks.

The Outlook Add-In is configured by means of simply entering netFORUM authentication settings.

Prerequisites & Requirements

Software Requirements

There are specific requirements and prerequisites for the system to run smoothly on the Outlook Add-In user workstation:

Software:
- Microsoft® Outlook 2010 or 2013 client on user computers (It is also recommended to have the latest Service Packs and all security patches). It is OK if your Exchange Server is on Outlook 2003, but the user's computers must have Outlook 2010.
- netFORUM 2013.01 or higher.
- The Outlook integration only works on the desktop version of Outlook, not PDAs, SmartPhones, web versions, or Office 365 (see The Difference Between Office Outlook Add-ins and Apps).
Internet connection.

Installation Recommendations

It is recommended that you perform all installation steps consecutively on the user workstation as described in this article: Microsoft Outlook 2010 or 2013 Integration Setup.

Install the Outlook Add-In.
After installation, proceed to the configuration.