Cryoserver Knowledge Base
  • 👋Welcome
    • Contacting Support
    • Release notes
      • Version 10.1.x GA releases
      • v10.5.x - Releases Timeline
  • ⚡Quick Start
    • 1️⃣Setting up Live Email Feed
    • 2️⃣Importing Old Email
    • 3️⃣Creating User Accounts
    • 4️⃣Checking Live Mail Receipts
  • 🧑‍🦲Managing Users
    • User Types
    • Creating Local User Accounts
    • Creating Basic User Accounts
    • Creating Data Guardian User Accounts
    • Creating Privileged User Accounts
    • Searching the User Directory
    • Adding a Delegation Link
    • Adding as Delegate
  • ⚙️Basic Configuration
    • Accessing Admin Options
    • Updating Company Information
    • Configuring Outbound Email Settings and Email Alerts
    • Configuring Global Account Settings
    • Managing Mail Server Connections
    • Configuring LDAP Settings
    • Managing Email Domains
    • Managing Email Addresses
    • Configuring Email Collector
    • Configuring SMTP Service Settings
    • Downloading / Emailing System Logs
    • Managing Exclusion Rules
  • ⚒️Advanced Configuration
    • Enabling Premium SSO
    • Configuring OAuth Connection Settings
    • Configuring Advance Company Settings
    • Setting Retention Period
    • Setting Search Date Limit
    • Setting Report Consolidation Period
    • Setting Case Folder Configuration Limits
    • Configuring Global Settings
    • Configuring SMTP Settings
    • Configuring Web Security Settings
    • Configuring System Alert Settings
    • Managing LDAP Search Filters
    • Viewing Company Summary
    • Managing Date Formats
    • Managing Headers
    • Configuring Error Email Respool Settings
    • Configuring De-Duplicated Email Respool Settings
    • Configuring Excluded Email Respool Settings
    • Configuring Windows File Share Settings
    • Setting up Stubbing
  • 🗃️Using the Archive
    • 🔎Search
      • Searching your Archive
      • Saving your Search
      • Sharing your Search
      • Filtering Search Results
      • Video of Cryoserver.online
      • Search (Classic Interface)
    • 📦Spaces
      • Creating a Space
      • Adding to a Space
      • Sharing a Space
    • 📄Results
      • Downloading a Single Result
      • Downloading Multiple Results
      • Printing Results
      • Result Headers
      • Forward Results
      • Restore Results
      • Saving to Space
      • My Archive
    • ⏳History
      • Saved Searches
      • Recent Search History
  • 🔐Legal Hold
    • Creating a Legal Hold Request
    • Managing Legal Hold Requests
  • 🗑️Authorised Delete
    • Requesting a Deletion
    • Managing Deletion Requests
  • 🔌Outlook Add-in
    • Local Add-in Install
    • Centralised Add-in Install
    • Introduction to the Outlook Add-in
    • Searching via the Outlook Add-in
    • Pinning the Outlook Add-in
    • Continuing your Add-in Search on the Archive Interface
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  1. Outlook Add-in

Local Add-in Install

Installing the Add-in Locally

PreviousOutlook Add-inNextCentralised Add-in Install

Last updated 2 years ago

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Installing the add-in locally (1 computer) is an easy process and only takes a few minutes.

Requirement Only available with some of the .online environments - You need to be enabled to access the new interface of Cryoserver. On-premises Cryoserver's and .cloud environments have a different alternative and similar Add-in which can be deployed. Available on the login page.

1. Login to your Archive.

Login to your archive using the credentials you have been given.

2. Click on the Profile Menu.

Login to your interface. Once you have logged in successfully, proceed to click the profile menu in the top right of the interface.

3. Click on "Download Office Add in"

When the profile menu opens, proceed to click on the "Download Office Add in" link.

4. Click on Download

After clicking on "Download Office Add in" a modal should appear. Proceed to click on "Download". This will download start the download of the add-in.

5. Open Outlook. Click "Get Add-ins" within the Ribbon Bar.

When Outlook has opened, click "Get Add-ins" within Outlook's Ribbon bar.

5. Click "My Add-ins" on the Left Menu

When the modal opens, proceed to click the "My Add-ins" button within the left hand side menu.

6. Scroll Down and Click "Add a custom add-in"

At the bottom of this window, you should see a link titled "Add a custom add-in"

7. Browse and Select the .xml file downloaded previously.

In the file picker, browse to the .xml file downloaded at the start of the tutorial. Once uploaded, your add-in will now be available within Outlook's Ribbon Bar.

8. Finished

You have now installed the Outlook add-in. To access, please click the logo either within the Ribbon bar or within the more menu if using the new Outlook interface.

If you are on the newer Outlook versions, you may see a different interface. If so, you'll find the "Get Add-ins" within the below menu.

🔌
Profile Menu on the Interface
Download Office Add-in Option
Outlook Ribbon Bar
Outlook Add-ins Window