To configure the Outlook Add-in for your environment, search for it on the Global Feature administration page of Modeller > Global features > All global features.
Outlook Add-in configuration checks
The Search Scope, Work Types, and Content Security Policy should be automatically configured, and checks should confirm that the configuration is correct. If issues are found for any of these checks, use the information below to correct them and click the revalidate button to check again.
Enable or disable the Outlook Add-in system-wide using the Enabled check box at the bottom of the feature card.
The Add-in itself verifies that the Global Feature is enabled and if not, shows an error message:
Click the gear icon to open the configuration blade.
Whenever you change the configuration, click the Revalidate button at the top of the blade for the blade to refresh. It may be necessary to clear the cache before revalidating for config changes to take effect.
Search Scope
The system is preconfigured with the necessary search scope for work items that are available for email filing within the add-in. This aspect of the Outlook Feature checks whether the search scope configuration has any issues.
The default work types in the Work type search filter are:
- Client Contract
- Instruction
- Matter
- Proceedings
- Statement of Work
Work Types
The Outlook Add-in requires work type relationships to be in place to file inbound and outbound emails. If these relationships are not correctly configured, you will be notified in this aspect. To correct the relationship settings do the following:
Click View Type Relationships to open the Type Relationships page for the Inbound Email work type. Then use the buttons on the top right to configure a ‘related’ link between the Inbound Email work type in the Search Scope configuration:
- Client Contract
- Instruction
- Matter
- Proceedings
- Statement of Work
Content Security Policy
The Outlook Add-in requires that Office 365 URLs be added to the Allowed frame-ancestor origins text box. The help text from the Content Security Policy blade is shown here:
Frame ancestors and the Office add-ins: If you are using the official ShareDo Office add-ins via the appropriate web-based online application, you will need to allow certain O365 URLs to iframe the ShareDo identity server. Without doing so, the login form will not be allowed to render within the online interface.
Identity Client
The Outlook Add-in requires an Identity Client to be configured in the system. This may have already been configured, but if there are issues with the configuration, you will be notified here.
If the sharedo-outlook-addin client is not in the list of identity servers found at Admin > Integrations > Manage Identity Servers, perform the following steps. Use the information in these steps to correct the configuration if problems are reported for an existing client.
- Click Add App in the ribbon and select Add authorisation code flow application.
- For the Client display and Client authentication sections, specify:
- Client name: ShareDo Outlook Add-In
- Logo URL: <Leave blank>
- Client info URL: <Leave blank>
- Client Id: sharedo-outlook-addin
- Client secret: <Click the randomise button>
- For the Tokens section, specify:
- Access token lifetime (seconds): 900
- Use reference tokens: ON
- Refresh token lifetime (seconds): 2592000 (which is 30 days)
- For the Reply URLs, specify:
- https://outlook-addin.sharedo.co.uk/#/auth-reply
- For CORS origins, specify:
- For Identity providers: leave Require user consent on, and turn on all the options in use for authentication in ShareDo under Allow login for this client from
- Click Save