Aptify 5.5.1 includes includes an add-in plugin for Microsoft Outlook (versions 2007 and 2010 , 2010, 2013, and 2016) that lets users you create Aptify Persons and Contact Logs records from directly within Outlook without having to access an open Aptify session. You can also configure the add-plugin to automatically create contact logs when a particular account receives or sends an email, which is useful for automated mailboxes.
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The plugin has a separate installation program, which is included with the Aptify 5.5.1 and higher setup programprograms. See the Installing the Aptify 5.5.1 Update for details. |
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in for Microsoft
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Outlook
To install the Aptify add-Pluginin, refer to the instructions below:
- Locate the AptifyOutlookAddIn installer.
- You can find
- the installer
- on your organization's FTP folder (typically under the Version_50 folder). The installer name is OutlookAptifyAddinSetup.zip
- You can also find a copy of the installer in the Aptify Database (5.5.1 and higher) distribution folder under the Utilities sub-folder, as shown below.
- Double-click AptifyOutlookAddIn to launch the installer.
- Once the Select the appropriate installed for your version of Outlook. Options are:
- Outlook2016AptifyIntegrationSetup: for Outlook 2016
- Outlook2013AptifyIntegrationSetup: for Outlook 2013
- Outlook2007_2010AptifyIntegrationSetup: for Outlook 2010 and 2007
- Outlook2016AptifyIntegrationSetup: for Outlook 2016
- Double-click the appropriate AptifyOutlookAddIn to launch the installer.
- Once the Publisher has been verified, click Install to install the add-in.
- Click Close to and confirm successful installation of the AptifyOutlookAddIn.
Once the feature is successfully installed, the Aptify featuresan an Aptify drop-down menu will be available via the Add-Ins tab on the Outlook Ribbon bar (shown below) and through Outlook's right-click context menu. 
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The add-in will not work as expected until the OutlookAddinConfiguration file is copied to the local Aptify installation. See Copying and Configuring the OutlookAddinConfiguration Config File for configuring the Aptify Outlook Add-In for use. (shown below). |
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- Locate the AptifyOutlookAddIn config file.
You can find a copy of the file in the Aptify 5.5.1 distribution folder under the Utilities > OutlookAptifyIntegrationSetUp sub-folder. - Copy the file to the baseline path of the Aptify client on the local machine.
Note title Note The Aptify Outlook Add-In assumes that the configuration file is placed in the baseline path of the Aptify client on the local machine, which is, by default, the instance that was last installed. If you have installed more than one instance of the Aptify client on the current machine, you should verify which instance is specified as the default path and modify as needed. See Verifying the Local Aptify Installation for more information. Right-click and select edit to modify the attributes as needed, as shown below. Below is a description of each attribute:
- AptifyServer: Specifies the server in which the user is connecting to the Aptify database.
- AptifyUserDatabase: Specifies the database that stores record data. By default, this value is set to Aptify.
- AptifyEntitiesDatabase: Specifies the database that contains the entity definitions. By default, this value is set to Aptify.
AptifyLoginTrusted: Specifies whether or not Windows Integrated Security (or a trusted connection) is used. By default, this option is set to True and the connection between outlook that the Aptify database is established via a trusted connection.
Note title Note Aptify recommends uses a trusted account to establish a connection between Outlook and the Aptify database.
- User: Can be used to specify a username when AptifyLoginTrusted is set to False.
- Password: Can be used to specify a password when AptifyLoginTrusted is set to False.
FolderPath: When ContactLogSync is set to True, the full path to the Outlook mail folder in which contact logs will automatically be created.
Note title Note The full path to the mail folder is the name of the folder preceded by the E-Mail Delivery Location found under Outlook's Accounting Settings > E-mail tab.
For example, Mailbox - User Name\Inbox\NameofFolder OR testuser@domain.com\Inbox\NameofFolder.
- ContactLogSync: When set to True, contact logs are created automatically for messages that are found in the Outlook mail folder location specified with the FolderPath attribute. When set to False, contact logs are not created automatically and the manual option is enabled.
- ContactSync: When set to True, new or updated contacts that do not exist in Aptify are automatically created as Persons records or existing Persons records are updated if applicable. When set to False, a user can create and update Persons records manually by using the Create Aptify Person or Show Person in Aptify options.
- TypeID: Specifies the record ID of type of contact (Contact Log Type). By default, this value is 3, which is E-mail in a standard Aptify installation.
- CategoryID: Specifies the record ID of the Contact Log Category. By default, this value is 1, which is Sales in a standard Aptify installation.
- CreateContactLogForSentItem: When set to True, contact logs are created for all outgoing emails. When set to False, no Contact Logs records are created for outgoing messages.
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Once the add-in has been installed, you need to copy the OutlookAddinConfiguration XML file to the baseline path of your local Aptify installation. By default, the baseline path is the last instance of Aptify installed on your local machine, however, if you have multiple Aptify instances, you should verify which instance is specified as the default path and modify as needed.
To locate your baseline path a user or administrator can review the following registry key path in the Registray Editor on the local machine:
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- Open the Registry Editor on the local machine (regedit)
- Double-clicking LatestInstallDIrectory.
- Specifying the appropriate path.
- Click OK to save the changes.
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Additional Notes
To verify the successful installation of the Aptify Outlook Plugin, you will need to locate the OutlookAddinConfiguration XML file. By default this file will be located in the baseline path for your local Aptify installation.
To locate your baseline path a user or administrator can review the following registry key path:
- 64 bit hardware:
- HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Aptify\LatestInstallDirectory
- 32 bit hardware:
- HKEY_LOCAL_MACHINE\SOFTWARE\Aptify\LatestInstallDirectory
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The Aptify Outlook add-inAdd-In feature provides the users with the ability to create Persons and Contact Log records directly through Outlook. You can create Persons and Contact Log for specific mail and contact items manually, or these tasks can be done automatically, depending on your configuration. This section describes the different features available when using the Aptify Outlook Add-In.
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The Aptify Outlook add-in feature provides the users with the ability to create Persons and Contact Log records directly through Outlook. You can create Persons and Contact Log for specific mail and contact items manually, or these tasks can be done automatically, depending on your configuration. This section describes the different features available when using the Aptify Outlook Add-In.
The Aptify Outlook Add-In is in addition to the Microsoft Outlook integration that Aptify already includes for Contact Log creation from within Aptify. See Importing Emails from Microsoft Outlook for more details.
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Once the feature is successfully installed the Aptify features will be available via the Add-Ins tab on the Outlook Ribbon bar and through Outlook's right-click context menu (shown below).
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A successful setup will include the appropriate server and password details in the XML file. The |
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add-in will connect automatically when Outlook is started ( |
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Refer to the Additional Notes section under Installing the Aptify Plugin for Microsoft Component Including Outlook if your server is not connected automatically. |
i.e., the Disconnect option is available indicating that Outlook is connected successfully to Aptify). Refer if your server is not connected automatically. |
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When you create a new or modify an existing contact in Outlook, you can create or modify a corresponding Persons record in Aptify. This feature is available via the Aptify drop-down menu under the Add-Ins tab on the Outlook Ribbon bar or the Aptify menu on the Outlook right-click context menu (as shown below) when one of more Outlook contacts have been selected. Users canTo use this feature, right-click on any one or more Outlook email contacts and select the Create Aptify Person option. If the particular contact does not have a corresponding Persons record in Aptify, a new record will be created. If the contact already exists in Aptify, they would like to create a Persons record for and the new record will appear in Aptifytheir corresponding Persons record will be updated as necessary.
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For users in your domain, the Aptify Outlook Add-In will create an Employees record instead of a Persons record. For example, if your company email is Jane.Doe@SamcoDoe@Sampco.com and you right-click on an email from another employee who shares your corporate domain (e.g. John.Smith@SamcoSmith@Sampco.com), Aptify assumes this user is a fellow employee of the same Organization organization and generates an Employees record, rather than a Persons record. |
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When using the default configuration settings, users with valid user accounts in the Aptify database are automatically connected to Aptify when Microsoft Outlook is launched. However, there may be times when you don't want Contact Logs and Persons records created or modified in Aptify. In this case, you can disconnect from the Aptify database by navigating to the Add-Ins tab from the Outlook Ribbon bar and selecting the Disconnect option from the Aptify drop-down . 
as show below. If you want to re-connect to the Aptify database during the same Outlook session, select the the Connect option option.
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Once you close and re-open Outlook, the connection to the Aptify database will be re-established. |