Aptify  includes an add-in plugin for Microsoft Outlook (versions 2007, 2010, 2013, and 2016) that lets users create Aptify Persons and Contact Logs records 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.

To install the Aptify add-in, refer to the topics below:

• Installing the Aptify Outlook Add-in
• Copying and Configuring the Outlook Add-in Config File
• Verifying the Local Aptify Outlook Add-in Installation

Installing the Aptify Outlook Add-in

1. Locate the AptifyOutlookAddIn installer. 
   • You can find the installer in your organization's Aptify 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.
      
2. Select the appropriate installed for your version of Outlook. Options are:
   
   • Outlook201345_2016AptifyIntegrationSetup: for Outlook 2016 and Outlook 2013 connecting to Aptify environments using 4.5 .NET Framework (Aptify 5.5.3 and higher)
     
   • Outlook2013AptifyIntegrationSetup: for Outlook 2013 connecting to Aptify environments using 4.5 .NET Framework (versions prior to Aptify 5.5.3)
   • Outlook2007_2010AptifyIntegrationSetup: for Outlook 2010 and 2007
      
3. Double-click the appropriate AptifyOutlookAddIn to launch the installer.
4. Once the Publisher has been verified, click Install to install the add-in.
   
   
   
   
5. Click Close and confirm successful installation of the AptifyOutlookAddIn.
   

Once the feature is successfully installed, 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. 

 

Copying and Configuring the Outlook Add-in Config File

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:

1. 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.
2. 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. See Verifying the Local Aptify Installation for more information.

3. 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 > 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. 

Verifying the Local Aptify Add-in Installation

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:

• 64 bit hardware:
  • HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Aptify\LatestInstallDirectory
• 32 bit hardware:
  • HKEY_LOCAL_MACHINE\SOFTWARE\Aptify\LatestInstallDirectory

If the value specified for LatestInstallDirectory is not the path in which you plan to interact with your Aptify client, you can modify the value by:

1. Open the Registry Editor on the local machine (regedit)
2. Double-clicking LatestInstallDIrectory.
3. Specifying the appropriate path. 
   
   
   
   
4. Click OK to save the changes.