KanBo Outlook Add-in Installation

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.

Check the Outlook Add-in plugins

    Make sure you have `KanBo.OutlookAppPlugin.dll` and `KanBo.OutlookAppPlugin` to your KanBo extensions folder.

    In Azure installation scenario, you should go to htttps://{yourKanBoName}.scm.azurewebsites.net -> Debug Console -> Powershell -> site -> wwwroot and enter KanBo Extensions folder.

      Get the id of issuers expected from Outlook.

      First way:

      Go the metadata file, it should be at location:
      For on-premise: `https://**exchange address**/autodiscover/metadata/json/1`
      For O365: `https://accounts.accesscontrol.windows.net/**your domain**/metadata/json/1`

      See the **issuer** field, the example outputs are:

      On-premise: `...@exchange.example.org`
      O365: `...@12345678-1234-1234-1234-123456789012`

      The part after @ is identifying your domain.

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

      The result should be:
      On-premise: `00000002-0000-0ff1-ce00-000000000000@exchange.example.org`
      O365: `00000002-0000-0ff1-ce00-000000000000@12345678-1234-1234-1234-123456789012`

      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 web.config

              <accept id="">

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

      Modify the web.config of KanBo.

      Go to your KanBo location on a server or in Azure, scenario htttps://{yourKanBoName}.scm.azurewebsites.net -> Debug Console -> Powershell -> site -> wwwroot -> web.config/. Start modyfing it by adding the following entry in the <plugins> section and paste your Issuer ID.

              <accept id="0xxxxxxxxxxxxxxxxxxxxxxxxxxx00@8xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx6">

      Get KanBo Outlook app manifest

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

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

      Add KanBo Outlook Add-in Manifest to Exchange

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

      Use the manifest.xml file which as created earlier.

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

      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:


      #### 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

      email to card exchange o365 Office365 outlook

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