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Info

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

MacOS - 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 365 subscription plans.

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

      2. Mac:

        1. Office Version: 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.

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  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'.

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

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

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

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

    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.

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