MProOutlookAddinx64InstallGuideandOverview (Outlook Add-In 64-bit)

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MProOutlookAddinx64InstallGuideandOverview (Outlook Add-In 64-bit)

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NOTE: SYCHRONIZATION BETWEEN MPRO AND MICROSOFT OUTLOOK IS PERFORMED USING THE MPRO OUTLOOK ADD-IN SYNC OPTIONS.

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ManagePro Outlook Add-in 64-bit

Installation and Overview Guide

 

This document addresses the 64-bit system requirements necessary to run the ManagePro Outlook Add-in, how to install and configure the ManagePro Outlook Add-in for use with MProLite, MProSmart, MProStandard, Plus, or Workgroup, and an overview describing how to use the ManagePro Outlook Add-in .

 

System Requirements:

Microsoft Windows 7, Vista, and XP 64-bit systems with MS Office 2010

Microsoft Word 2010 and Microsoft Outlook 2010 along with the following components which will be detected during the ManagePro Outlook Add-in 2010 set-up:

Components

Microsoft .NET Framework 4 (x86 and x64)

Microsoft >NET  Framework 4 client Profile (x86 and x64)

Microsoft Visual Studio 2010 Tools for Office runtime (x86 and x64)

Microsoft Visual C++ 2010 (x86 and 64) Redistributable Setup

 

ManagePro is currently 32-bit application which is compatible when running on 64-bit Operating Systems. The following are known limitations:

The default email program found under the ManagePro Program Button>Preferences>Email must be set to Simple Mail Transfer Protocol (SMTP).  Setting the default email program to Microsoft Outlook will be supported in the near future.

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Drag and Drop from Outlook 2010 to ManagePro currently fails but will be fixed in the near future

Import Email from Outlook 2010 to ManagePro currently fails but will be fixed in the near future

Sync to Outlook 2010 from within ManagePro fails and will be fixed in the near future. Use the MPro Outlook Add-in Sync options to synchronize data to and from ManagePro.

 

How to Install the ManagePro Outlook Add-in 64-bit

The first step of the installation is to download the installation file from the link provided by Performance Solutions Technology. Once it is copied to your local drive:

 

Close Outlook if open

Note: Sometimes, the Outlook.exe can still be running as a process once you close the application which can cause difficulty when installing. We recommend that in addition to closing the Outlook application, that you also open the Task Manager and end the OUTLOOK.EXE process (if displayed) in the list.

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Click on the MproOutlook.exe file to start the installation process, the wizard will detect if the required components are installed and if not you can expect to go through a series of pages of prompts requesting to accept terms and install the components below. If the required components below are already installed, the wizard will skip installing the prerequisites below and display the “Welcome to the ManagePro Outlook Add-in 64-bit Setup Wizard” as shown on below.

1.

Microsoft .NET Framework 4 (x86 and x64)

2.

Microsoft >NET  Framework 4 client Profile (x86 and x64)

3.

Microsoft Visual Studio 2010 Tools for Office runtime (x86 and x64)

4.

Microsoft Visual C++ 2010 (x86 and 64) Redistributable Setup

 

Installing the ManagePro Outlook Add-in 64-bit, click Next on the Welcome page

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Keep default folder location and click Next, then confirm installation, and click Next

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Note: There could be up to a 5 minute wait before you begin to see installation progress appear in the progress update bar. Click Close, when the installation is complete.

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Launch Outlook 2010 and configure the connection to the ManagePro database.

Once the first step of the installation is completed, open Outlook and go directly to your Inbox folder. This will prompt a necessary configuration within Outlook to communicate with your ManagePro database. The following screen will be displayed. Please read and then click “Next.”

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Choose which version of ManagePro you are using, and then click Next:

ManagePro Desktop, Workgroup or Plus

Manage  Smart Client

MProLite hosted by PST

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PST provides you with the connection settings but you can find these setting as well:

1.

If using ManagePro Standard, Workgroup or Plus – Program Button/Utilities/Advanced Utilities/SQL Login info

2.

If using ManagePro Smart – Program Button/Preferences/Smart Client

3.

If using MproLite enter the url, login initials, password and company name you use to sign in

 

1.

If you have purchased MProLite, please enter the MproLite Connection credentials PST provided and then click “Next”.

Example: MProLite Web Connection

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Click “Finish” at the bottom the “Setup Completed”  page below. If the set-up was not successful, please click the Back button and be sure the Web Connection is entered correctly with no misspellings. If you continue to have problems connecting, please contact PST at: 707.487.3000 or pst@managepro.com

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Note: For best results change the Reading Pane View  to “Bottom” . You can then expect to see the ManagePro records displayed in Outlook.

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2.

If you have purchased MPro Smart, Enter the following:  URL, Password and Company Name PST provided you with, and then click the Connect button.  If connection is not successful, please be sure the connection parameters were entered accurately.

 

Example MProSmart Connection

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If the MProSmart Connection was successful, click Test Login at the bottom of the screen to test the login and click OK

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3.

For MPro Standard, Workgroup, or Plus, enter the connection parameters provided by PST.

The SQL Server is generally .\MANAGEPRO  or .\SQLEXPESS

Windows Authentication could be checked or unchecked depending on how SQL Server was configured. Note: If the connection fails, and “windows authentication” is checked, please try un-checking it and test the connection again

SQL Login default is usually: sa

Password: is managepro

 

Once the connection parameters are entered, Note: The “Load Databases” button on the Wizard is disabled unless you edit the SQL Instance info. Secondly, if you access multiple databases (have multiple databases on your local drive), you will need to confirm which one you want to synchronize with Outlook (it is important to only synchronize one ManagePro database with Outlook), and in that database, your login initials and password. If you switch to a different database, you must restart Outlook after entering the new connection information

 

Select the appropriate login from the dropdown and click Test Login. Note:  The OK button at the bottom of the screen is disabled until the Test Login is successful. Once the connection confirmation is successful, click OK.

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The installer will complete its final configuration and then the following window will prompt you to click “Finish.”

 

The ManagePro Outlook Add-in will then pull a complete display of your goal outline from ManagePro and display it in a window within Outlook, just under your Inbox listing of email. Note: For db administrators and Smart client users it may take 30+ seconds the first time you open Outlook each day to retrieve and populate the ManagePro display in the lower window, depending on db size.

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ManagePro Outlook Add-in 64-bit

Overview Guide

 

Drag and drop copies of your email directly onto ManagePro records. You accomplish this task by:

 

1. Highlighting the email you wish to drag into ManagePro, depress your left mouse button, and

2. Move your cursor to hover over the ManagePro record on which you wish to “drop” a copy of the email. You will notice that a yellow arrow to the left of the title field indicates which ManagePro record you have selected. Release the left mouse button.

3. Follow the prompt to attach a copy of the email (and its attached documents if any exist) to the ManagePro record as a progress update, to-do or event.

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The ManagePro Outlook Add-in will convert the text and prompt you with a details screen for any final editing needed before saving the record.  Note: You can drag multiple emails onto a single ManagePro record, at which time the “Save Changes” button will change to a “Next” button to prompt you to confirm editing on each record.

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Synchronizing ManagePro with Outlook. You can synchronize your ManagePro to-dos (even records assigned to you) with Outlook Tasks, and your ManagePro Events with Outlook meetings from within the ManagePro Outlook Add-in. You accomplish this task by:

1. First clicking the Synchronize Options button found on the Add-ins Menu to identify which type of records you will be synchronizing based upon your selections in the drop down window that is displayed (this setup only needs to be done once):

 

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Auto-Sync options enable auto synchronization of data between MProStandard, MProSmart and MProLite based upon the number of minutes established.

 

Reset clears out all synced records from an earlier version of ManagePro from Outlook and all records will be transferred back to Outlook.

 

Once you’ve set up your Synchronize Options, click the ManagePro tool bar button on the Add-in menu to synchronize.

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Right click functions. The display of ManagePro records within Outlook supports both a slideable separator line that can be dragged to the position of the user’s preference, as well as a number of right click functions, define briefly below:

 

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Refresh – Refreshes the display of ManagePro records with the most current copy on the ManagePro database Outlook is communicating with

Change View – Redraws the display of ManagePro records consistent with either one of the multiple default views or a customized ManagePro view created by your db administrator

Find – Provides both a search by title and by key word functionality to locate a record prior to dragging and dropping an Outlook email

Expand All to Level – Expands all viewable record outlines to a specified level of indentations

Collapse All – Collapses all record outlines to the first level of indentation

Expand to Level – Expands the currently highlighted outline tree of records to a specified indent level

Connection – Opens a configuration window for manual configuration of the Outlook Add-in to connect to the desired ManagePro database. Note: If self hosted, all users must use this option after the installation process to confirm final configuration settings.

About – Displays product, version, and build number

Reset - Is a function found within the Connection option. It is used in cases where a connection fails and/or connection settings need to be re-entered. In such a situation, choose the right-click option of “Connection”.  Click Reset, and then restart Outlook. Doing so will start the Set-up Wizard and enable you to Reset your connection settings.

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Produced by Performance Solutions Technology in support of PST’s ManagePro & MproLite products

 

For more information about MproLite go to http://www.managepro.com/products.managepro.mprolite.html or Phone PST at (707) 487-3000