Step 5: Configuring the Account Settings

For a video demonstrating how to install the plug-in as an end user, refer to Video Demo: Installing the Plug-In.

Prerequisites

Your system administrator should provide you with the following information before completing this step; if you do NOT know any of the information listed below, contact your system administrator before completing this step:

·            Web services URL

·            Account username and password

Configuring the Account Settings

To add the Personify360 database to the plug-in:

1.    Before adding the Personify360 database to the plug-in, you should have restarted Outlook. Refer to Step 4: Restarting Outlook for more information.  

2.    From the Personify360 Outlook Plug-in, select the drop-down arrow, as highlighted below.

The Account Settings screen displays, as shown below.

In order to add the Personif360 database to the Outlook plug-in for the first time, you do NOT need to select the Add Personify Database button. Only select this button if you want to add more than one Personify360 database to the Outlook Plug-in.

3.    From the Add Personify Database Connection Name section, enter the Name of the database.

4.    From the Add Web Service section, enter the Web Service URI (Uniform Resource Identifier).

Your web administrator can provide the correct path. For example, if the server name in which the Personify360 Outlook Web Service was installed is serv1 and the default installation steps are followed, the URI would be http://serv1/Personify360OutlookWebService/Personify360Outlook.asmx.

5.    From the Log into Personify section, select to connect to Personify360 by one of the following two options:

a.    To connect to Personify360 via Active Directory, select the Active Directory radio button. See Creating a New Network User for more information.

i.      Enter your active directory Username and Password.

b.    To connect to Personify360 using your Personify360 login authentication, select the Personify Authentication radio button.

i.      Enter your Personify360 Username and Password.

Your system administrator should provide you with your Active Directory or Personify Authentication username and password.

6.    Click Test Connection to make sure the URI was entered correctly.
If the connection works, “Connection successful” displays.  

7.    From the Connect to Personify360 Database section, select the appropriate Organization and Organization Unit. Please note that these fields will be empty until you click Test Connection.

8.    If necessary, check the Set this as default Personify360 database to use at startup checkbox.

9.    Click Apply.

10.  If necessary, you can use these screens to define the following settings that only applies to your Outlook settings:   

·            Contact Tracking

·            General

·            Domain Setting

11.  To close the Log into Personify screen, click OK.