Anchor
Introduction
Installing the Aptify Add-In for Microsoft Component Including Outlook
Copying and Configuring the OutlookAddinConfiguration Config File
Verifying the Local Aptify Installation
Using the Aptify Outlook Add-In with Microsoft Outlook
Creating or Modifying a Persons Record for Selected Contacts
Opening a Contact in Aptify
Creating a Contact Log for Selected Emails
Automatically Create Contact Logs for Emails in a Specified Folder
Automatically Create Contact Logs for All Outgoing Emails
Disconnecting from the Aptify Database
...
Aptify
Aptify 5.5.1 includes an add-ina plugin for Microsoft Outlook 2007 and 2010 that lets users you create Aptify Persons and Contact Logs records from directly within Outlook without having to accessan Aptify session open. 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.
Note: The plugin has a separate installation program, which is included with the Aptify 5.5.1 setup program. See the Aptify 5.5.1 Installation Guide for details.
| Anchor | ||||
|---|---|---|---|---|
|
| Anchor | ||||
|---|---|---|---|---|
|
To install the Aptify add-Plugin, refer to the instructions below:
- Locate the the installer, the AptifyOutlookAddIn installer.
It is generally located in theYou
You can find a copy of the installer in the Aptify 5.5.1 distribution folder under Setup Foldethe rUtilities the Utilities > OutlookAptifyIntegrationSetUp sub-folder, as shown below.
- Double-click to launch the AptifyOutlookAddIn installationto to launch the installer.
- Select Install to complete the Microsoft Office Customization InstallationOnce Once the Publisher has been verified, click Install to install the add-in.
- Click Close to confirm successful installation of the AptifyOutlookAddIn.
Once the feature is successfully installed, the Aptify featuresan 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.
| Note | ||
|---|---|---|
|
...
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). |
| Anchor | ||||
|---|---|---|---|---|
|
| Anchor | ||||
|---|---|---|---|---|
|
Once the add-in has been installed, you need to copy the OutlookAddinConfiguration XML file to the baseline path of your local Aptify installation and then configure it appropriately.
Follow the steps below to copy and configure the OutlookAddinConfiguration file:
- 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: 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. SeeSee Verifying the Local Aptify Installationfor 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: 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: 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
- FolderPath: When ContactLogSync is set to True, the full path to the Outlook mail folder in which contact logs will automatically be created.
...
- > E-mail tab.
For example, Mailbox - User Name\Inbox\NameofFolder
- > E-mail tab.
...
- 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 s
tandard 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.
| Anchor | ||||
|---|---|---|---|---|
|
...
- Open the Registry Editor on the local machine (regedit)
- Double-clicking LatestInstallDIrectory.
- Specifying the appropriate path.
- Click OK to save the changes.
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:
...
Once you have located the OutlookAddinConfiguration file, right-click and select edit to modify the attributes, as shown below.I'm thinking we need to include at least a few notes about modifying the server name or the location of this file for instances when it doesn't work, or is that going to be rare enough we can just direct them to support?
| Anchor | ||||
|---|---|---|---|---|
|
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:
The Aptify Outlook Add-In is in addition to the Microsoft Outlook integration that Aptify already includes for Contact Log creation from within Aptify.
| Anchor | ||||
|---|---|---|---|---|
|
Creating a Persons Record for Selected Contacts
Opening a Contact in Aptify
Creating a Contact Log for Selected Emails
Automatically Create Contact Logs for Emails in a Specified Folder
Automatically Create Contact Logs for All Outgoing Emails
Disconnecting from the Aptify Database
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).
A successful setup will include the appropriate server and password details in the XML file. The plugin will connect automatically when Outlook is started (i.e. the Disconnect option is available indicating that Outlook is connected successfully to Aptify 5.5.1).
Note: Refer to the Additional Notes section under Installing the Aptify Plugin for Microsoft Component Including Outlook if your server is not connected automatically.
A successful installation of this feature provides two main options:
- Creating a Persons records for selected Contacts
- Creating Contact Log record for selected emails
| Anchor | ||||
|---|---|---|---|---|
|
...
Note: If you have more than one Outlook contact selected, only the Aptify record for the first item selected will be opened.
| Anchor | ||||
|---|---|---|---|---|
|
...
- <add name="FolderPath" value=testuser@domain.com\Inbox\Sales Email/>Should I include what the default value is in the XML file as well? I don't remember what that is since mine has been modified.
...