1 MProOutlook Add-in 64-bit Installation Guide and Overview

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1 1 MProOutlook Add-in 64-bit Installation Guide and Overview NOTE: IN THIS BUILD (b4) OF THE MANAGEPRO OUTLOOK ADD-IN, SYCHRONIZATION BETWEEN MANAGEPRO (MPRO) AND MICROSOFT OUTLOOK 2010 IS PERFORMED USING THE MPRO OUTLOOK ADD-IN SYNC OPTIONS AND NOT THE SYNCHRONIZATION TO OUTLOOK OPTIONS WITHIN MPRO. ManagePro Outlook Add-in 64-bit Installation and Overview Guide This document addresses the 64-bit system requirements necessary to run the ManagePro Outlook Addin, how to install and configure the ManagePro Outlook Add-in for use with MProLite, MProSmart, MProStandard, Plus, or Workgroup, and an overview describing how to use the ManagePro Outlook Add-in. System Requirements: Microsoft Windows 7, Vista, and XP 64-bit systems with MS Office 2010 Microsoft Word 2010 and Microsoft Outlook 2010 along with the following components which will be detected during the ManagePro Outlook Add-in 2010 set-up: Components Microsoft.NET Framework 4 (x86 and x64) Microsoft >NET Framework 4 client Profile (x86 and x64) Microsoft Visual Studio 2010 Tools for Office runtime (x86 and x64) Microsoft Visual C (x86 and 64) Redistributable Setup ManagePro is currently 32-bit application which is compatible when running on 64-bit Operating Systems. The following are known limitations: 1. The default program found under the ManagePro Program Button>Preferences> must be set to Simple Mail Transfer Protocol (SMTP). Setting the default program to Microsoft Outlook will be supported in the near future. 2. Drag and Drop from Outlook 2010 directly to ManagePro currently fails but will be fixed in the near future 3. Import from Outlook 2010 to ManagePro currently fails but will be fixed in the near future

2 2 MProOutlook Add-in 64-bit Installation Guide and Overview 4. Sync to Outlook 2010 from within ManagePro fails and will be fixed in the near future. Instead, this build uses the MPro Outlook Add-in Sync options to synchronize data to and from ManagePro. How to Install the ManagePro Outlook Add-in 64-bit The first step of the installation is to download the installation file from the link provided by Performance Solutions Technology. Once it is copied to your local drive: Close Outlook if open Note: Sometimes, the Outlook.exe can still be running as a process once you close the application which can cause difficulty when installing. We recommend that in addition to closing the Outlook application, that you also open the Task Manager and end the OUTLOOK.EXE process (if displayed) in the list. Click on the MproOutlook.exe file to start the installation process, the wizard will detect if the required components are installed and if not you can expect to go through a series of pages of prompts requesting to accept terms and install the components below. If the required components below are already installed, the wizard will skip installing the prerequisites below and display the Welcome to the ManagePro Outlook Add-in 64-bit Setup Wizard as shown on below. 1. Microsoft.NET Framework 4 (x86 and x64) 2. Microsoft >NET Framework 4 client Profile (x86 and x64) 3. Microsoft Visual Studio 2010 Tools for Office runtime (x86 and x64) 4. Microsoft Visual C (x86 and 64) Redistributable Setup Installing the ManagePro Outlook Add-in 64-bit, click Next on the Welcome page

3 3 MProOutlook Add-in 64-bit Installation Guide and Overview Keep default folder location and click Next, then confirm installation, and click Next Note: There could be up to a 5 minute wait before you begin to see installation progress appear in the progress update bar. Click Close, when the installation is complete. Launch Microsoft Outlook 2010 and configure the connection to the ManagePro database.

4 4 MProOutlook Add-in 64-bit Installation Guide and Overview Once the first step of the installation is completed, open Outlook and go directly to your Inbox folder. This will prompt a necessary configuration within Outlook to communicate with your ManagePro database. The following screen will be displayed. Please read and then click Next. Choose which version of ManagePro you are using, and then click Next: ManagePro Desktop, Workgroup or Plus Manage Smart Client MProLite hosted by PST The connection settings for each ManagePro Product will vary. The instructions for each are below. Note: PST provides you with the connection settings but you can find these setting as well: 1. If using ManagePro Standard, Workgroup or Plus Program Button/Utilities/Advanced Utilities/SQL Login info

5 5 MProOutlook Add-in 64-bit Installation Guide and Overview 2. If using ManagePro Smart Program Button/Preferences/Smart Client 3. If using MproLite enter the url, login initials, password and company name you use to sign in 1. If you have purchased MProLite, please enter the MproLite Connection credentials PST provided and then click Next. Example: MProLite Web Connection Click Finish at the bottom the Setup Completed page below. If the set-up was not successful, please click the Back button and be sure the Web Connection is entered correctly with no misspellings. If you continue to have problems connecting, please contact PST at: or Note: For best results change the Reading Pane View to Bottom. You can then expect to see the ManagePro records displayed in Outlook. 2. If you have purchased MPro Smart, Enter the following: URL, Password and Company Name PST provided you with, and then click the Connect button. If connection is not successful, please be sure the connection parameters were entered accurately.

6 6 MProOutlook Add-in 64-bit Installation Guide and Overview Example MProSmart Connection If the MProSmart Connection was successful, click Test Login at the bottom of the screen to test the login and click OK 3. For MPro Standard, Workgroup, or Plus, enter the connection parameters provided by PST. The SQL Server is generally.\managepro or.\sqlexpess Windows Authentication could be checked or unchecked depending on how SQL Server Express was configured. Note: If the connection fails, and windows authentication is checked, please try un-checking it and test the connection again SQL Login default is usually: sa Password: is managepro Once the connection parameters are entered, Note: The Load Databases button on the Wizard is disabled unless you edit the SQL Instance info. Secondly, if you access multiple databases (have multiple databases on your local drive), you will need to confirm which one you want to synchronize with Outlook (it is important to only synchronize one ManagePro database with Outlook), and in that database, your login initials and password. If you switch to a different database, you must restart Outlook after entering the new connection information Select the appropriate login from the dropdown and click Test Login. Note: The OK button at the bottom of the screen is disabled until the Test Login is successful. Once the connection confirmation is successful, click OK.

7 7 MProOutlook Add-in 64-bit Installation Guide and Overview The installer will complete its final configuration and then the following window will prompt you to click Finish. The ManagePro Outlook Add-in will then pull a complete display of your goal outline from ManagePro and display it in a window within Outlook, just under your Inbox listing of . Note: For db administrators and Smart client users it may take 30+ seconds the first time you open Outlook each day to retrieve and populate the ManagePro display in the lower window, depending on db size.

8 8 MProOutlook Add-in 64-bit Installation Guide and Overview ManagePro Outlook Add-in 64-bit Overview Guide Drag and drop copies of your directly onto ManagePro records. You accomplish this task by: 1. Highlighting the you wish to drag into ManagePro, depress your left mouse button, and 2. Move your cursor to hover over the ManagePro record on which you wish to drop a copy of the . You will notice that a yellow arrow to the left of the title field indicates which ManagePro record you have selected. Release the left mouse button. 3. Follow the prompt to attach a copy of the (and its attached documents if any exist) to the ManagePro record as a progress update, to-do or event. The ManagePro Outlook Add-in will convert the text and prompt you with a details screen for any final editing needed before saving the record. Note: You can drag multiple s onto a single ManagePro record, at which time the Save Changes button will change to a Next button to prompt you to confirm editing on each record.

9 9 MProOutlook Add-in 64-bit Installation Guide and Overview Synchronizing ManagePro with Outlook. You can synchronize your ManagePro to-dos (even records assigned to you) with Outlook Tasks, and your ManagePro Events with Outlook meetings from within the ManagePro Outlook Add-in. You accomplish this task by: 1. First clicking the Synchronize Options button found on the Add-ins Menu to identify which type of records you will be synchronizing based upon your selections in the drop down window that is displayed (this setup only needs to be done once):

10 10 MProOutlook Add-in 64-bit Installation Guide and Overview Auto-Sync options enable auto synchronization of data between MProStandard, MProSmart and MProLite based upon the number of minutes established. Reset clears out all synced records from an earlier version of ManagePro from Outlook and all records will be transferred back to Outlook. Once you ve set up your Synchronize Options, click the ManagePro tool bar button on the Add-in menu to synchronize. Right click functions. The display of ManagePro records within Outlook supports both a slideable separator line that can be dragged to the position of the user s preference, as well as a number of right click functions, define briefly below: Refresh Refreshes the display of ManagePro records with the most current copy on the ManagePro database Outlook is communicating with Change View Redraws the display of ManagePro records consistent with either one of the multiple default views or a customized ManagePro view created by your db administrator Find Provides both a search by title and by key word functionality to locate a record prior to dragging and dropping an Outlook Expand All to Level Expands all viewable record outlines to a specified level of indentations Collapse All Collapses all record outlines to the first level of indentation Expand to Level Expands the currently highlighted outline tree of records to a specified indent level

11 11 MProOutlook Add-in 64-bit Installation Guide and Overview Connection Opens a configuration window for manual configuration of the Outlook Add-in to connect to the desired ManagePro database. Note: If self hosted, all users must use this option after the installation process to confirm final configuration settings. About Displays product, version, and build number Reset - Is a function found within the Connection option. It is used in cases where a connection fails and/or connection settings need to be re-entered. In such a situation, choose the right-click option of Connection. Click Reset, and then restart Outlook. Doing so will start the Set-up Wizard and enable you to Reset your connection settings. Produced by Performance Solutions Technology in support of PST s ManagePro & MproLite products For more information about MproLite go to: or Phone PST at (707)