The Outlook Add-In is not essential but very useful when executing workflows. With the Add-In the tasks sent from a workflow execution can be displayed, so you don't have to click the received link and the task will show after authentication. But you have to authenticate directly in Outlook and the task is shown immediately, which is very functional. What's more, you don't have to log in to the FireStart Client because you can start a workflow directly over the Add-In, therefore you can start a workflow from anywhere.
Installation of the Outlook Add-In
There are two installation files for the Outlook Add-In. In the following, you learn how to install the Outlook Add-In both ways, so you can decide afterward which method you prefer.
You can find the files for installation on the server by navigating to the path C:\Program Files\PROLOGICS\PROLOGICS Resources\Downloads\FireStart Outlook Add-In.
Using this file to install the Outlook Add-In works without any additional configuration.
The Add-In is automatically integrated into Outlook after installation.
For the installation via the vsto file, there are also two versions of the vsto file available (x64, x86). Installing the Outlook Add-In with this file leads to an interruption of the installation because it doesn't trust the source (FireStart GmbH). In this case, simply install the PROLOGICS IT GmbH.cer (same folder as the installation files) and the installation can carry on.
Configuration of the Outlook Add-In
In case you want to use the Add-In just for displaying tasks, then there is no further configuration required. But if you want to have the possibility to start workflows then there is one step left to configure. There are again two different ways to do the configuration for starting workflows over the Outlook Add-In.
1. Configuration in Outlook
There you can do the configuration over two different dialogs. For the first and easier one, you only have to navigate to the Start tab and click on the small icon in the FireStart section. In the opened dialog you just have to enter the server the FireStart Client runs on and then Close the dialog.
The second way to get to those settings is over the Outlook Options. Under Add-Ins you see an Add-In Options button, click on it and a dialog opens. Navigate to the FireStart Outlook Add-In tab and enter the server, with clicking on the Apply button you save it. Click OK to close the dialog.
2. Configuration File
This version might be a bit more functional because you as the administrator don't have to enter the server in every Outlook Add-In you install. With the configuration file, you simply have to copy the file to a specific path and the FireStart server is configured. To get the configuration file you need to configure the Add-In with the method mentioned above at least once. The configuration file then is generated so you don't have to write it yourself. The generated configuration file can be found in path %localappdata%\PROLOGICS\PROLOGICS FireStart Outlook Add-In. Now you just need to copy the file to the same path at every client who wants to install the Outlook Add-In. After that, every user can start a workflow over the Outlook Add-In.
To learn how to start a workflow, please have a look at the project Workflow Automation in particular at the topic Deploy and Start a Workflow.