How to deploy the Synergy Office Add-ins (MacOS & Web Plugins).

Table of contents

Prerequisites

  1. Office 365 Admin Center: Ensure that you have access to it.

  2. All user machines:

    1. Agent installed: Windows or Mac.

    2. Connection to server:
      If an endpoint loses connection to the cluster, the Outlook add-in may fail to load and prevent users from sending emails.

    3. Trust the server’s certificate:
      Please see the Certificate configuration section below.

  3. Windows:

    1. Office Version: Office 365 subscription plans.

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

  4. Mac:

    1. Office Version: Office 365 subscription plans.

    2. Browser: Safari (latest version).

  5. 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)

Contact GetVisibility Support to enable MacOS & Office Web Plugins on your deployment. This must be completed before proceeding to Installation.

Installation

Replace “stable” with “beta” in all URLs if intending to generate a manifest for an agent marked as “beta” in your deployment. This change is normally not required.

Upon generating manifests for a new agent version, make sure the browser shows the latest version and not a cached version.

  1. Generate one manifest for Word, Excel and PowerPoint:

    1. Create a new file named manifest.xml.

    2. Visit https://{cluster}/static-server/agent/stable/office-addins/manifest-generator.html, copy the content into the manifest.xml file.

  2. Generate one 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, copy the content 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 > Integrated apps.

  4. Upload one manifest for Word, Excel and PowerPoint:

    1. Within Deployed apps, click Upload custom 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 to completion.

  5. Upload one manifest for Outlook:

    1. Repeat Step 4 (a-f) using the outlook-manifest.xml file created in Step 2.

Certificate configuration

The bundles for the MacOS & Web Plugins are hosted on the classifier server (see Prerequisites 2.b.). Endpoints have to trust the certificate of the server to load the plugins.

The default certificate of the server (“Issuer: traefik-ca”) cannot be added to the trust store on most systems.
This means installing a custom certificate is required to use the MacOS & Web Plugins. See https://getvisibility.atlassian.net/wiki/pages/viewpage.action?pageId=147914820.

Windows

Chrome

  1. Open Chrome.

  2. Navigate to the cluster address: e.g. https://classifierprod/ (may vary).

  3. Check for a warning: A warning may be displayed in the URL bar and/or the page itself.

    image-20250612-221029.png

  4. If no warning is shown in the URL bar, the machine already trusts the certificate.

    image-20250612-211214.png

    In this case, the rest of the steps are not required. Otherwise, continue.

  5. Click on the Not secure icon in the navigation bar and then Certificate details:

    image-20250612-212608.png

    The certificate details will be shown. Click Details, then Export. Pick a location to save the certificate.

  6. Go to Chrome’s Settings, Security, then Manage imported certificates from Windows. A new window will appear. Click on Trusted Root Certification Authorities, then Import….

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

MacOS

Desktop Office + Safari

  1. Open Safari: Launch the Safari browser on the user machine (it must be Safari for this process).

  2. Navigate to the cluster address: e.g. https://classifierprod/ (may vary).

  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. Download the certificate: Open the Terminal app on the Mac machine and run the following command to download the cluster's certificate:

    sudo echo -n | openssl s_client -connect classifierprod:443 | sed -ne '/-BEGIN CERTIFICATE-/,/-END CERTIFICATE-/p' > /tmp/classifierprod.cert

  5. Install the certificate: Double click on the downloaded certificate and install it in the system keychain. After that double click on the certificate and under ‘Trust’ select ‘Always Trust’

  6. Restart Safari. Now the icon in the status bar should show a valid lock and no warning should appear.