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KanBo Outlook Add-in Installation (O365 & On premise)

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The Outlook Add-in makes it easy for you transfer information from an email to KanBo. This App equips you with the ability to convert Emails into KanBo Cards. It is also possible to select an existing KanBo Card and attach information from the email to it.


You can read more about The KanBo Outlook Add-in here.


Install Outlook App in Exchange 2013 or Office 365


To install the Outlook application on Kanbo, you need to have at least Exchange 2013 or Outlook 2013. KanBo won't work on Outlook 2010, but you can use OWA (Outlook via a browser) to get KanBo Outlook app instead of upgrading to Office 2013/2016.

You must be a KanBo Manager to install the Outlook App.

Get the id of issuers expected from Outlook (On-premise only).


First way:


Go the metadata file, it should be at location:
`https://**exchange address**/autodiscover/metadata/json/1`

See the **issuer** field, the example output is:
`...@exchange.example.org`


The part after @ is identifying your domain.

Image 6718

Fill the `...` with `00000002-0000-0ff1-ce00-000000000000` - it's the constant identifier for outlook apps.

The result should be:
`00000002-0000-0ff1-ce00-000000000000@exchange.example.org`

Second way:


Run the outlook app without providing any issuers (you must apply step 3 - enter the configuration... to run the Outlook app)

Example of configuration in KanBo appsettings.json

{
 "type": "outlook-app",
 "children": [
  {
   "type": "issuers",
   "children": [
    {
     "type": "accept",
     "id": ""
    }
   ]
  }
 ]
}

See the error - the numbers in the communicate are your Issuer ID.

Image 6721

Modify the web.config of KanBo (On-premise only).

Go to your KanBo appsettings.json and start modifying it by adding the following entry in the "plugins" section and pasting your Issuer ID.

{
 "type": "outlook-app",
 "children": [
  {
   "type": "issuers",
   "children": [
    {
     "type": "accept",
     "id": "0xxxxxxxxxxxxxxxxxxxxxxxxxxx00@8xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx6"
    }
   ]
  }
 ]
}

Image 14237


Get KanBo Outlook app manifest

Go to https://{your-kanbo-url}/plugins/outlook-app/manifest.xml

Image 6722

Copy the entire manifest to Notepad or other text editor and save it as manifest.xml.

Image 6723

Add KanBo Outlook Add-in Manifest to Exchange

On Premise Exchange deployment

Go to Exchange admin center -> Organization -> Add ins and add this add-in. Use + button and then Add from file.

Image 6724

Use the manifest.xml file which as created earlier.

Image 6725

When the manifest.xml is successfully added, double click on KanBo Outlook App and set it to be Optional, enabled by default and save.

Cloud (Office 365/Exchange Online) deployment

Go to Office 365 admin center (https://admin.exchange.microsoft.com/) and click on Organization > Add-ins

Image 13182

 

Then press the plus icon and select "Add from file"

Image 13183

Select Your .xml manifest file and click next

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After it is added, You double click on "KanBo Outlook Add-in" and select "Optional, enabled by default" and save.

Image 13185


Add a test mail to KanBo.

When all the steps are performed, go to your Outlook (OWA or client) and use KanBo Outlook Add-in !

See how you can use it by reading this article:

https://community.kanboapp.com/knowledge-bases/11/articles/170-kanbo-outlook-app-add-in.

Image 6727

#### Constructing the issuers list

To ensure that only allowed exchange servers are using the application, there's a need to provide your list of domains/issuers that will be able to user your application. There are two ways to detect issuers list:



Official MS Description https://msdn.microsoft.com/en-us/library/office/fp142256.aspx




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