Configuration

WorkView Integration for Microsoft Outlook

Platform: OnBase
Product: WorkView Integration for Microsoft Outlook
Release: Foundation 23.1
License: Premier

Documentation Notice
Overview
Understanding WorkView Integration for Microsoft Outlook
Licensing
Simplified Licensing
Legacy Licensing
Installation
Overview
General Requirements
Load Balancing
Exceptions
Installation
Viewer Information
Full Text Indexing Service
Editing the Full Text Indexing Service Configuration File
Changing the Search Time Out Setting
Encrypting User Names and Passwords
Troubleshooting
Syncing Contacts with the Wrong Object
Using Custom Folders in Outlook
Error During Installation on Client Machines
Context Search Framework Logging in the Diagnostics Console
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
Configuration
Administration Configuration Overview
Administrative Rights
Creating Filters For Use Within E-mail Messages
Allowing Users to Create and Edit Filters
Configuring User-Defined Filters
Creating Global Sections
Changing Sections
Editing Sections
Deleting Sections
Copy Sections
Maintaining User Group Sections
Configuring Favorites
Configuring Recently Viewed Items
Configuring Default Full Text Catalogs
Configuring a Class to Map Attributes, Keywords, and Outlook Information
Configuring a Class to Map to Outlook Contacts For Syncing
Usage
Usage Overview
Accessing WorkView Functionality in Microsoft Outlook 2019
Using the Contextual Pane
Registering Applications
Defining the Section Order
Viewing Objects
Displaying Disabled Sections
Creating Favorites
Viewing Favorites
Editing Favorites
Renaming Favorites
Reorder Favorites
Deleting Favorites
Recently Viewed
Attaching E-mails to Objects
Viewing Folder Contents
Creating Objects in Outlook
Full Text Searching
Advanced Options
Search Type
Date Options
Search Modes
Specific classes to search
Using WorkView Functionality Within Email Messages
Viewing WorkView Information Within E-mail Messages
Quick Search
Executing Filters
Full Text Searching
Creating Objects in Outlook
Creating Sections
Configuring Filters
Editing an Existing Filter for a Section
Creating a New Filter
Configuring Contextual Section Constraints
Configuring Subsections
Filter Subsections
Folder Subsections
Ordering Subsections
Changing Sections
Editing Sections
Deleting Sections
Copy Sections
Modifying Global Sections
Creating Outlook Folders for WorkView
Using WorkView Folders
Syncing Outlook Contacts with WorkView Data
Syncing With One Matching Object
Syncing With Multiple Matching Objects
Syncing With No Matching Objects
Syncing Contacts Conflicting With Objects

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