Step 2: Installing the Plug-In

This task should be performed by a system administrator.

Before installing the plug-in files, verify that if you had a previous version of the Personify360 Outlook Plug-In installed on your machine, you uninstalled it.

1.    If this is the first time that the plug-in is being installed on the client's machine, you need to install the add-in prerequisites before installing the plug-in. Refer to Step 1: Installing the Add-In Prerequisites for more information.

2.    Create a new folder, such Outlook PlugIn Install, on your local machine where you will extract ALL the installation files.

3.    Navigate to the following path: ..\AddOn\OutLook\1.4.0\End Users.  
The following two zip files display:

·            Personify360Outlook2010AddIn_Installers

·            Personify360Outlook2013AddIn_Installers

4.    Depending on the version of Microsoft Outlook installed on your computer, perform the following:

a.    If 2010 is installed on your computer, extract the files from the Personify360Outlook2010AddIn_Installers to the new folder you created in step 2. Otherwise, proceed to step 4b.

b.    If 2013 is installed on your computer, extract the files from the Personify360Outlook2013AddIn_Installers to the new folder you created in step 2.

5.    From the folder you created on your local machine containing the installation files, depending on the machine, open the appropriate folder: 32-bit or 64-bit.
Please note that if you try to install a bit that is NOT compatible, an error message will display letting you know that you are trying to install the wrong bit. Refer to Prerequisites: Platform of Office for more information on finding which version of Office you are using.

6.    Double-click the setup.exe file.
The Personify360 Add-In for Outlook screen displays similar to what is shown below.

7.    Click Next.
The Select Installation Folder screen displays similar to what is shown below.

8.    Enter the Folder path of where you would like to install the plug-in.

9.    Select either the Everyone radio button if you would like to install the plug-in for anyone who uses this computer or the Just Me radio button if you would like to install the plug-in for yourself.

10.  Click Next.
The Select Configuration File screen displays similar to what is shown below.

11.  Optional: to pre-populate the user’s configuration settings from a global file (e.g., PersonifyOutlookAddin1.xml), in the Please select the configuration file (full path) field, enter the location of that file. Please refer to the Installing Global Group Policy Configurations section for additional information on modifying this configuration file.
If left blank, the user’s Personify360 Outlook Plug-in will not be updated with the global configurations. The global file can be imported at a later time using "Import Settings" button on Personify Account Setting screen. Please refer to the Import/Export section for additional information.  

If you leave the configuration file field blank, the default files carry over the settings.

12.  Click Next.
The Confirm Installation screen displays similar to what is shown below.

13.  Click Next.
The Personify360 Outlook Plug-In will begin to install. If the plug-in was installed successfully, the Installation Complete screen displays similar to what is shown below.

14.  Click Close to exit the installation wizard.

15.  Now you can proceed to restarting Outlook.