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Table of Contents

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Before you start the installation process, please make sure you meet the following prerequisites:

1. Office365 Admin Center: Ensure that you have access to Office365 Admin Center.

2. Requirements for user machines

   1. Synergy Agent installed

   2. Requirements for each platform:

      1. Windows:

         1. Office Version: Office 2013 or later, including Office 365 subscription plans.

         2. Browser: Internet Explorer 11 or later, Microsoft Edge (latest version).

      2. Mac:

         1. Office Version: Office 2016 for Mac or later, including Office 365 subscription plans.

         2. Browser: Safari (latest version).

      3. Web:

         1. Office Version: Office on the web (formerly Office Online) or Office 365 subscription plans.

         2. Browsers:

            1. Microsoft Edge (latest version)

            2. Google Chrome (latest version)

            3. Mozilla Firefox (latest version)

            4. Apple Safari (latest version)

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1. Generate Manifest for Word/Excel/PowerPoint:

   1. Create a new file named manifest.xml.

   2. Visit https://your.cluster.com/synergy-server{cluster}/static-server/agent/stable/office-addins/manifest-generator.html or https://{cluster}/static-server/agent/beta/office-addins/manifest-generator.html, copy the content, and paste it into the manifest.xml file.

2. Generate Manifest for Outlook:

   1. Create a new file named outlook-manifest.xml.

   2. Visit https:///your.cluster.com/synergy-server{cluster}/static-server/agent/stable/office-addins/outlook-manifest-generator.html or https://{cluster}/static-server/agent/beta/office-addins/outlook-manifest-generator.html, copy the content, and paste it into the outlook-manifest.xml file.

3. Log in to Office 365 Admin Center:

   1. Go to https://www.microsoft.com/en-ie/microsoft-365/business/office-365-administration and sign in.

   2. Click on 'Admin'.

   3. Navigate to 'Settings', then select 'Integrated apps'.

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4. Upload Word/Excel/PowerPoint Add-in:

   1. Click on 'Upload custom apps' under 'Deployed apps'.

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   2. Choose 'Office Add-in' as the App type.

   3. Upload the manifest.xml file created in Step 1.

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   4. Click 'Next'.

   5. Select the appropriate deployment targets.

   6. Continue clicking 'Next' until you complete the wizard.

5. Upload Outlook Add-in: Repeat the steps from Step 4 (a-f) for the outlook-manifest.xml file created in Step 2.

Cluster Certificate Configuration

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1. Open Chrome

2. Navigate to the cluster address: Go to https://your.cluster.address.com/synergystatic-server/agent/stable/office-addins/ (replace "your.cluster.address.com" with the actual address of the Kubernetes cluster).

3. Check for a warning: If a warning is displayed, proceed to the next steps. If no warning is shown, the machine already trusts the certificate, and you're good to go.
   

   

4. Click on the ‘Not secure’ icon in the navigation bar and then ‘Certificate is not valid’:
   

5. 

   The certificate details will be shown, click ‘Details’, then ‘Export’. Pick a location under which the certificate will be saved.

6. Open chrome settings, then → “Privacy and security” → “Security” → “Manage device certificates”. A new window will be shown with device certificate settings. Click on the “Trusted Root Certification Authorities” and then “Import…”.

7. Go through the wizard and import the file created in point 5.

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