Upload File

recognize add-in for outlook implementation guide · outlook. this implementation guide applies to...

  • Home
  • Documents
  • Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This
14
© 2016 Recognize Services Inc Version 1.0.1 Recognize Recognize Add-In for Outlook Implementation Guide

Upload: others

Post on 20-Sep-2020

1 views

Category:

Documents


0 download

Report

TRANSCRIPT

Page 1: Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This

© 2016 Recognize Services Inc

Version 1.0.1

Recognize

Recognize Add-In for Outlook Implementation Guide

Page 2: Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This

Introduction 3 .............................................................................About this guide 3 ..................................................................................................................................................

System Requirements 3 ..........................................................................................................................................

Installation 4 ...............................................................................Installation scenarios 4 ...........................................................................................................................................

Single user installation 5 ........................................................................................................................................

Organization wide installation 7 ............................................................................................................................

Authentication 12 .......................................................................How to login and get started 12 .............................................................................................................................

Additional info 14 .......................................................................Release limitations 14............................................................................................................................................

Page 3: Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This

Introduction

About this guide

The Recognize add-in for Outlook adds the ability to send recognitions via the Recognize platform directly from within Outlook.

This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts.

This guide is intended for system administrators and describes installing for an entire Office365 tenant. It will describe how to deploy, configure and customize the add-in onto machines and Outlook web-apps (OWA’s) for all users in your organization.

System Requirements

Requirements for configuration

• Microsoft Exchange Server - Exchange Server 2010, 2013, or 2016

• Microsoft Exchange Online - Exchange provided by Office 365

• Microsoft Office 365

Requirements for user access to add-in

• Microsoft Outlook Web app (OWA)

• Microsoft Outlook

Page 4: Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This

Chapter 1

Installation Installation scenarios

There are two installation scenarios to install the Recognize Add-in for Outlook in your organization:

• Single user installation - a user installs the add-in for themselves.

• Tenant-wide installation - an IT administrator installs the add-in for their entire organization.

Page 5: Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This

Single user installation Users can install the Recognize add-in for Outlook themselves without requiring IT effort as long as the Office 365

store is enabled for the tenant.

Users begin by clicking "Manage integrations" which is available from the gear icon at the top of the page:

Page 6: Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This

Then search for Recognize from the Outlook store and toggle the add-in to "on".

Once enabled, you can simply close the integrations window and open a compose mail window. When the add-in has been installed successfully, you will see the blue Recognize star logo (� ) in the bottom right hand side of the pane.

Please see the chapter on Authentication to proceed.

Page 7: Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This

Organization wide installation IT administrators may install the Recognize add-in for Outlook for their entire organization. Begin by going to the Office 365 admin dashboard and then going to Exchange admin center (EAC).

Then, click "add-ins" underneath "Organization"

Page 8: Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This

Then click the "+" icon and "Add from the Office Store”.

This will take you to the Office Store where you can search for "Recognize".

Page 9: Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This

Once at the Recognize add-in page, click "Add" to install the add-in to your organizations account and follow the prompts.

Page 10: Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This

Back at the add-in center, the add-in will be disabled by default. In order to ensure that the add-in is installed for all your users, click the pencil icon to edit the add-in.

Page 11: Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This

Select "Mandatory" so users will immediately see it and cannot disable it.

Once saved, users can now visit the compose email pane and see the Recognize add-in accessible via the blue star logo in the bottom right corner

Please see the next section on Authentication to proceed.

Page 12: Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This

Authentication How to login and get started After clicking the Recognize add-in button for the first time, you will see the following screen and will need to login. Simply click the "Sign in with Microsoft" button.

Select your account.

Page 13: Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This

Authorize Recognize to access your account.

You are now ready to start using Recognize in Outlook!

Page 14: Recognize Add-In for Outlook Implementation Guide · Outlook. This implementation guide applies to Office 365 accounts that use Microsoft Exchange to manage email accounts. This

Additional info Release limitations • The Recognize add-in does not currently support SSO. If you require SSO, please contact us at

[email protected].

• The Recognize add-in only supports installation via the Office store. Manual installation may be possible, but is not currently supported.

mailto:[email protected]

African Project Implementation of the 2008 System of National Accounts

Implementation of 2008 SNA in Jamaica. Outline Policy issues - relationship with national accounts framework The Jamaican System of National Accounts

Outlook 2007 Settings - Windstream · Outlook 2007 Settings 4 Step 1: Tools Open Microsoft Outlook. At the top, click Tools and then select Account Settings. Step 2: E-Mail Accounts

Implementation of the 2008 SNA in the Financial Accounts The Australian Experience

Implementation of Project Bank Accounts across Highways England

FINAL ACCOUNTS BUDGETARY IMPLEMENTATION REPORT OF … annual accounts.pdf · The Final Accounts 2017 cover the period 1st January to 31st December 2017. These accounts reflect the

General Ledger Implementation and Maintenance … · GENERAL LEDGER IMPLEMENTATION AND REFERENCE TECHNICAL MANUAL ... How to Establish Subsidiary Control Accounts ... General Ledger

Home | BinckBank - Half-year report 2012...Outlook 2012 ... Customer figures Customer accounts 631,957 467,7 84 35% Brokerage accounts 433,51 8 359, 897 20% Beleggersgiro accounts

Status of implementation of the INSPIRE Directive 2016 ... · implementation and presents an outlook of planned actions for further improvement of the INSPIRE implementation. The

17. Microsoft Outlook Email Instructions...Page 3 MICROSOFT OUTLOOK EMAIL INSTRUCTIONS • In the ‘E-mail Accounts’ window, click on ‘UAN Email’ under the ‘Name’ section

Outlook Anywhere Implementation Guide

ORACLE ACCOUNTS PAYABLES - misfms.icar.gov.inOracle Accounts Payable – User Manual Version 30.0 ORACLE ACCOUNTS PAYABLES – User Manual Implementation of Management Information

Eurostat Implementation European system of accounts 2010 Eurostat 5 November 2014

Fusion Financials 11g Accounts Payables Certified Implementation Specialist 29th September 2015

Joint OECD/UNECE Seminar on SEEA Implementation Geneva, 13 ... · • Ecosystem condition accounts • Water accounts and marine fish biomass accounts • Report “Natural capital

Dutch environmental accounts: implementation and compilation

Microsoft Office Outlook 2007 Setting up POP3 Email Accounts

Global Implementation of SDMX in National Accounts

FINAL ACCOUNTS OF EUROJUST · FINAL ACCOUNTS OF EUROJUST . Financial Statements . Reports on Implementation of the Budget of Eurojust . Financial Year 2015

Universal Health Coverage (UHC) in Senegal: Implementation Status and Outlook

Note - msgapp.emailgov.in · To set up your Outlook Express client (IMAP ) 1. Open Outlook or Outlook Express. 2. Click the Tools menu, and select Accounts... Click Add , and then

Key Accounts Manager (KAM) - KeyBank | Banking, Credit ... · Implementation Guide Key Accounts Manager (KAM) Revision 3/10 2 Section 1: Seamless Implementation This guide provides

PeopleSoft Financials 8.4 Implementation Project Chart Of Accounts Rollout December 3, 2002

A Fiscal Outlook for Poland Using Generational Accounts

Amity Outlook · Amity Outlook 01. ... project implementation and management, financial management and evaluation. ... and pension services. They are embodying Amity’s core

Implementation of SDMX for National Accounts …...Implementation of SDMX for National Accounts DSD Guidelines 3 1 Version History Version Date Editor(s) Remarks 1.0 30/09/2013 ECB,

Account Setup | [email protected] · Setting Up Outlook In Microsoft Outlook, from the E-mail Accounts menu, select Tools. On the E-mail Accounts wizard window, select Add

The Iberian peninsula INSPIRE implementation outlookinspire.ec.europa.eu/.../pdfs/2016_plenaries/3_Iberian_Peninsula_ES-… · The Iberian peninsula INSPIRE implementation outlook

National Accounts implementation stories - oecd.org · National Accounts implementation stories 7th Meeting of the Expert Group on SDMX 27-30 October 2014, Seoul, Korea Daniel SURANYI,

FINAL ACCOUNTS - Europa...FINAL ACCOUNTS-2017 2. Annual Accounts 2.1. Legal Basis The 2017 financial statements and reports on budget implementation of CHAFEA were prepared in …

2017 NATIONAL MANUFACTURING OUTLOOK AND …...2017 Economic Outlook By most accounts, the U.S. manufacturing industry outlook is healthy, but tenuous. Manufacturers operating in certain

Implementation of Environmental-Economic Accounts in …...Implementation of Environmental-Economic Accounts in Denmark Ole Gravgård SEEA Training Seminar for the ECA Addis Ababa

European Implementation Manual on Tourism …ec.europa.eu/eurostat/ramon/statmanuals/files/TSA_EIM_EN.pdfEuropean Implementation Manual on Tourism Satellite Accounts (TSA) Final draft

Setting up Outlook - Ramapo College of New JerseySetting up Outlook Start Outlook Click on the Tools menu at the top of the Outlook Window and select E-mail Accounts. In the E-mail

CITADEL BUSINESS SYSTEMS - … BUSINESS SYSTEMS DOCUMENTATION ... Accounts receivable journal entries ... 29 Implementation