Configuration

Integration for Microsoft Outlook 2019

Platform: OnBase
Product: Integration for Microsoft Outlook 2019
Release: Foundation 22.1
License: Standard; Essential; Premier

Documentation Notice
Overview
Introduction
Applications
Licensing
Simplified Licensing
Legacy Licensing
Installation
Requirements
General Requirements
Third-Party Software
Microsoft Office 64-Bit Support Statement
Hyland Software - Microsoft Service Pack Statement
Licensing
Upgrade Considerations
Pre-Installation
Installation
Integration for Microsoft Outlook 2019 Configuration File Settings
Command Line Switches and .ini Settings
Backup/Recovery
Backup
Registry Settings
External Files
Recovery
Registry Settings
External Files
Troubleshooting
Common Questions
Public Folders and Shared Folders Not Supported
Shared Mailboxes Not Recommended
Error When Opening Microsoft Office Documents
Releasing Concurrent Client and Named Client Licenses
Releasing Workflow Licenses
When I Launch Outlook, the Integration Tab is Gone
Configured Outlook Signatures are Not Displayed on Outgoing Messages
The Imaging Options Do Not Display in the Integration Tab
Fatal Error is Displayed When Attempting to Reconnect
HTML Custom Queries Do Not Perform a Search
Unable to Download ClickOnce Deployment on Client Workstations
Displaying Troubleshooting Information
Requesting Profile Diagrams
Error During Installation on Client Machines
Contacting Support
Hyland Office Products Installers
Hyland Office Products Installers Overview
Deployment Options
Microsoft Office 2019 Support
Microsoft Office 365 Support
Microsoft Updates to Microsoft Outlook
Requirements
General Requirements
User Permissions
Client Machine
Installation Using ClickOnce
Installer Options
General Installation Options
Web Server Installation Steps
From a Shared Folder Installation Steps
Manually Created Share Steps
Service Location and Deployment Configuration
Package-Specific Installation Steps
Template Builder
Excel Add-In
Office Add-In
Report Services
Outlook Integration
Integration for Microsoft Outlook 20XX
WorkView Integration for Outlook
PowerPoint Add-In
Word Add-In
Deployment Signing
Additional Installation
Remove Installed Prerequisites
Controlling the Installer from the Command Line
Updating or Adding a Deployment Instance
Removing a Deployed Application
Removing a Deployed Application Instance from Client Workstations
Removing a Deployed Application Instance from the Deployment Server
Completely Removing a Deployed Application
Installation Using the Standard (MSI) Installer
Standard Installer Requirements
Hyland Office Integration Installer
Hyland Office 2019 Integration Installer Modules
Installing the Hyland Office 2019 Integration
Changing the Language and Culture Settings
Change, Repair, or Remove an Installation
Controlling the Installer from the Command Line
Feature and Property Names
Feature Names
Installation Directory
Associated Properties
Outlook Integration Associated Properties
Property Names
SERVICE_LOCATION_DATA_SOURCE
SERVICE_LOCATION_DISPLAY_NAME
SERVICE_LOCATION_AUTHENTICATION_TYPE
SERVICE_LOCATION_SERVICE_PATH
OUTLOOKINTEGRATION_ADMIN_CONFIGURATION_FILE
OUTLOOKINTEGRATION_CREATE_FORMS
OUTLOOKINTEGRATION_ENABLE_IMPORT_FROM_FILE
OUTLOOKINTEGRATION_HELP_BUTTON_OPTION
OUTLOOKINTEGRATION_IMPORT_BUTTON_OPTION
OUTLOOKINTEGRATION_LAUNCH_CLIENT_OPTION
OUTLOOKINTEGRATION_READING_GROUPS_BUTTON
OUTLOOKINTEGRATION_RETRIEVAL_BUTTON_OPTION
OUTLOOKINTEGRATION_SHOW_IMAGING
OUTLOOKINTEGRATION_WORKFLOW_BUTTON_OPTION
OUTLOOKINTEGRATION_WORKFLOW_UPDATE_NOTIFICATION
OUTLOOKINTEGRATION_UPDATE_CLIENT_DEFAULT_OPTION
OUTLOOKINTEGRATION_USER_FOLDER_CONFIGURATION_OPTION
OUTLOOKINTEGRATION_USER_TOOLBAR_CONFIGURATION_OPTION
OUTLOOKINTEGRATION_AUTO_SELECT_ATTACHMENTS
OUTLOOKINTEGRATION_DOCUMENT_DATE_SENT_DATE
OUTLOOKINTEGRATION_KEEP_MESSAGES
OUTLOOKINTEGRATION_MOVE_MESSAGES
OUTLOOKINTEGRATION_MOVE_MESSAGE_LOCATION
OUTLOOKINTEGRATION_REMOVE_MESSAGES
OUTLOOKINTEGRATION_STORE_MESSAGE_MSG
OUTLOOKINTEGRATION_STORE_MESSAGE_SEPARATELY
OUTLOOKINTEGRATION_CLIENT_EXE_FILE_PATH
OUTLOOKINTEGRATION_EXE_COMMANDLINE_SWITCHES
Office Integration Feature Matrix
Office 2019 Integration Feature Matrix Overview
Configuration
Document and Keyword Type Configuration
Document Types
Keyword Types
System Keyword Types
Illegal Attachment Name Characters
Integration Configuration
Button Configuration
Import Options
Mail Message Options
Storage Options
Launch Client Options
Workflow Options
Imaging Options
Integration Options
Auto Import Folder Configuration
Accessing Folder Configuration Options
Creating an Outlook Folder to Configure as an Auto Import Folder
Configuring an Auto Import Folder from an Existing Outlook Folder
Configuring a Document Type for Archiving Messages and Attachments
Configuring Items Sent to a Scan Queue
Configuring Keyword Options
Keyword Options
Mapped Keyword Value Options
Considerations for Time-Related Keyword Types
Using Multi-Instance Keyword Type Groups with Auto Import Folders
General Usage
Data Entry Keyword Option
Mapped Keyword Option
Static and Folder Name Keyword Options
Understanding the Configuration Merge Process
Example Configuration One
Example Configuration Two
Outlook Folder Configuration Utility
Outlook Folder Configuration Utility Overview
Usage
Creating an Auto Import Folder Configuration File
Deploying an Auto Import Folder Configuration
Installation
Integration for Microsoft Outlook 2019 Best Practices
Recommended Best Practices
Configuration
Document Types
Keyword Types
Import Options
Auto Import Folder Configuration
Installation
ClickOnce
Usage
Usage Overview
Accessing the Integration for Microsoft Outlook 2019
The Integration with OnBase Ribbon
Importing Email Messages and Attachments
Importing and Indexing with an Auto Import Folder
Importing and Indexing an Auto Import Folder with Existing Messages
Importing and Indexing without an Auto Import Folder
Importing Attachments Only
Importing All Attachments from an Email Message
Importing a Single Attachment from an Email Message
Attaching a File from OnBase to an Outlook Email Message
Viewing Imported Email and Other Documents in Outlook
System Interaction
Application Enabler
Document Imaging
Sending Messages to a Scan Queue
Sending Only Attachments to a Scan Queue
Accessing Batch Processing
Document Knowledge Transfer & Compliance
Mailbox Importer
Reporting Dashboards
Workflow
Email Notifications

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