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Info

The Office Add-ins will only work when the Synergy Agent is installed on user machines.

MacOS - Synergy Agent for MacOS: Deployment Guide https://getvisibility.atlassian.net/wiki/x/JAAeDw

Windows - /wiki/spaces/GS/pages/230523071

Note

Endpoints must be able to reach the cluster reliably and have a trusted SSL certificate. If these conditions are not met, the Office Add-ins may not load properly, potentially disrupting users' work.

For example, if the Outlook add-in fails to load, it may prevent users from sending emails.

Table of Contents

Table of Contents

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

Note

Please contact Getvisibility Support to enable your deployment to offer support for Mac / Office Web Applications. Until this step is completed you will not be able to progress any further.

  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://{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://{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.

  1. 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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  2. 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.

  3. 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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