Setting Up The Workfront Outlook Add-in.pdf

Setting Up the Workfront Outlook Add-in Overview You can download the Workfront Outlook Add-In here. The Workfront Outlook Add-in gives you access to the following key Workfront features, directly from your Outlook client: • Accept work For information about how to accept work via the Workfront Outlook Add-in, see "Accepting Work in Outlook." • Give status updates For information about how to update statuses for requests, see "Updating Request Statuses within Outlook." • Reply to comments Users can reply to comments via the Workfront Outlook Add-in. Users can navigate to the comment via the 'Workfront' option in the Outlook left-hand navigation. To allow users to comment on items in Workfront by replying to the email notification, you need to set up the POP account information for Workfront message routing, as described in "Understanding Email Setup Fields." • Add new tasks and issues to projects You can create tasks and issues from scratch, or you can create them from existing emails (using drag-and-drop functionality). For more information about how to add tasks and issues to projects via the Workfront Outlook Add-in, see "Adding Tasks and Issues to Projects within Outlook."

The following sections describe how to set up and configure the Workfront Outlook Add-in: • "System Requirements and Prerequisites" • "Downloading and Installing the Add-In" • "Configuring Workfront within Outlook"

https://attask-prod.mindtouch.us/The_Basics/Working_with_Workfront_from_Outlook/Setting_Up_the_Workfront_Outlook_Add-in Updated: Fri, 15 Apr 2016 20:50:13 GMT Powered by

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System Requirements and Prerequisites The Workfront Outlook Add-in is compatible with the following environments: • "Outlook Requirements" • "Operating System Requirements" • "Screen Resolution Requirements" • "Additional Requirements"

Outlook Requirements Outlook 2013 and 2016

Operating System Requirements Windows 7 and 8

Screen Resolution Requirements Minimum resolution: 1024 x 768

Additional Requirements In addition, the following tools are required, and are automatically installed with the Workfront Outlook Add-in if they do not already exist: • .NET Framework 4.5 • Visual Studio Tools for Office (VSTO)

Downloading and Installing the Add-In • "Downloading the Add-In" • "Using the Installation Wizard to Install the Add-In" • "Silently Installing the Add-In"

Downloading the Add-In 1. Download the Workfront_for_Outlook-version.exe file to the workstation where Outlook is installed. You can download the Workfront Outlook Add-in file here. 2. Continue with either of the following sections, depending on how you want to install the add-in: ◦ "Using the Installation Wizard to Install the Add-In" https://attask-prod.mindtouch.us/The_Basics/Working_with_Workfront_from_Outlook/Setting_Up_the_Workfront_Outlook_Add-in Updated: Fri, 15 Apr 2016 20:50:13 GMT Powered by

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◦ "Silently Installing the Add-In"

Using the Installation Wizard to Install the Add-in 1. Run the Workfront_for_Outlook-version.exe file that you previously downloaded. 2. Click 'Install.'

3. (Conditional) If the Microsoft .NET Framework 4.5 is not already installed on your computer, you are prompted to install it. Accept the license agreement, then click 'Install.' Click 'Finish' when it is finished installing. 4. (Conditional) If Microsoft Tools for Visual Studio Office Runtime 2010 is not already installed on your computer, you are prompted to install it. Accept the license agreement, then click 'Install.' Click 'Finish' when it is finished installing. 5. Click 'Next' to continue through the Workfront Outlook Add-in setup wizard. 6. Select from the following options: -Install just for you: (Recommended) The add-in is installed on the workstation and can be used only by you. Other users using the workstation do not have access to the add-in. -install for all users of the machine: The add-in is installed on the workstation and is available to all users who use the workstation. 7. Click 'Next.' 8. (Recommended) Select 'Silently update new version of this add-in.' Select this option to eliminate the need of having administrative rights when updating the add-in for future releases. When a release is made generally available, the updated add-in is automatically installed. (Releases that https://attask-prod.mindtouch.us/The_Basics/Working_with_Workfront_from_Outlook/Setting_Up_the_Workfront_Outlook_Add-in Updated: Fri, 15 Apr 2016 20:50:13 GMT Powered by

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are available in Early Access only still require a manual download.) 9. Click 'Install.' 10. Click 'Finish' > 'Close' to complete the installation. 11. Continue with the following section, "Configuring Workfront within Outlook".

Silently Installing the Add-In 1. Open a command prompt. 2. Change to the directory where you previously downloaded the Workfront_for_Outlook-version.exe file. For example, run the following command to change to the Downloads directory: cd Downloads 3. Run the following command: Workfront_for_Outlook-version.exe -passive AllUsers=1 4. Continue with the following section, "Configuring Workfront within Outlook".

Configuring Workfront within Outlook 1. In the Outlook client, click the 'Workfront' folder in the left-hand navigation panel. The Workfront login dialog is displayed.

https://attask-prod.mindtouch.us/The_Basics/Working_with_Workfront_from_Outlook/Setting_Up_the_Workfront_Outlook_Add-in Updated: Fri, 15 Apr 2016 20:50:13 GMT Powered by

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2. In the Workfront login screen, specify the same user name and password that you use to access Workfront on the web, then click 'Login.'

Troubleshooting For information about troubleshooting installation issues related to the Workfront Outlook Add-in, see "Troubleshooting the Workfront Outlook Add-In."

https://attask-prod.mindtouch.us/The_Basics/Working_with_Workfront_from_Outlook/Setting_Up_the_Workfront_Outlook_Add-in Updated: Fri, 15 Apr 2016 20:50:13 GMT Powered by

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