TeamViewer App for Outlook Documentation

Transcription

1 TeamViewer App for Outlook Documentation Version TeamViewer GmbH Jahnstr. 30 D Göppingen

2 Content 1 Installation Option 1 - Installation for own use Use of Outlook Client and Exchange online Use of Outlook in Office 365 with Exchange online Use of Outlook Client and Exchange Server Use of Outlook in Office 365 and Exchange Server Option 2 - Installation for a whole organization Use of Outlook Client or Outlook in Office 365 and Exchange online Use of Outlook Client and Exchange Server Use of Outlook in Office 365 and Exchange Server Using the app First use Features Chat Video Call Remote control session Presentation Add someone to your Computers & Contacts List Disconnect Licensing Requirements TeamViewer App for Outlook - Documentation Page 2 of 15

3 Installation 1 Installation Depending on your Outlook setup, there are different ways to install the TeamViewer App for Outlook which will be explained in this section. 1.1 Option 1 - Installation for own use Use of Outlook Client and Exchange online 1. Select File and then got to Manage Apps File & Manage Apps 2. Sign in to your Office 365 account 3. Please follow all steps from step 4 onwards in section Sign in to Office Use of Outlook in Office 365 with Exchange online 1. Go to and sign in to your Office 365 account Sign in to Office 365 TeamViewer App for Outlook - Documentation Page 3 of 15

4 Installation 2. Open Outlook online Select Outlook 3. Open your personal settings in the upper right corner and select Manage apps Personal settings & Manage apps 4. Select the plus sign (+) and choose Add from the Office Store Add an app 5. Search for TeamViewer Search for TeamViewer 6. Select the TeamViewer app and add it Use of Outlook Client and Exchange Server 2013 Add the TeamViewer App for Outlook 1. Select File and then go to Manage Apps File & Manage Apps TeamViewer App for Outlook - Documentation Page 4 of 15

5 Installation 2. Sign in to the Outlook Web App Sign in to the Outlook Web App 3. Please follow all steps from step 4 onwards in section Use of Outlook in Office 365 and Exchange Server 2013 Prerequisite: For using this combination an Exchange Server 2013 Hybrid Deployment is necessary. For more details please go to 1. Please follow all steps from section Option 2 - Installation for a whole organization Use of Outlook Client or Outlook in Office 365 and Exchange online Note: Installation for a whole organization requires administrator rights for the Exchange Online Server. 1. Open the Exchange Admin Center ( Exchange Admin Center 2. Sign in with your Office 365 account Sign in to Office 365 TeamViewer App for Outlook - Documentation Page 5 of 15

6 Installation 3. Select Organization on the left navigation bar and click on the tab Apps Select organization and apps 4. Click the plus sign (+) and select Add from Office Store Add an app from the office store 5. Search for TeamViewer Search for TeamViewer 6. Select the TeamViewer app and add it. Add the app 7. Double click on the TeamViewer app to open the app settings. Make this app available to all users in your organization and specify user defaults. Install the app for the whole organization TeamViewer App for Outlook - Documentation Page 6 of 15

7 Installation Use of Outlook Client and Exchange Server 2013 Prerequisite: In order to set this up the administrator needs their own user account. Create a new user account for yourself: Go to recipients in the Exchange Admin Center, select mailboxes, click on the plus symbol (+), go to User mailbox and create a new account. 1. Open the Exchange Administrative Center from your local server Open the Exchange Administrative Center 2. Sign in to the Exchange Admin Center 3. To continue the installation go to and follow all steps from step 3 onwards Sign in to the Exchange Admin Center Note: Installations for a whole organization requires administrator rights for the Exchange Server Use of Outlook in Office 365 and Exchange Server 2013 Note: Installation for a whole organization requires administrator rights for the Exchange Server 2013 Prerequisite: For using this combination an Exchange Server 2013 Hybrid Deployment is necessary. For more details please go to the following link: 1. This installation type follows the same steps as explained in section TeamViewer App for Outlook - Documentation Page 7 of 15

8 Using the app 2 Using the app 2.1 First use 1. Click on the TeamViewer app Use of the Outlook client or the online version 2. During the first use of the TeamViewer app you need to connect to your TeamViewer account once Connect to TeamViewer Note: If the Sign-in window should not open your pop-up blocker may be enabled. To use the TeamViewer App please disable the pop-up blocker. TeamViewer App for Outlook - Documentation Page 8 of 15

9 Using the app 3. To do so you need to sign in Sign in to your TeamViewer account 4. Allow permission for your Computers & Contacts List that the app can view entries and add new contacts as well as for Group Management in case you want to add someone and your TeamViewer account has no groups. Allow permissions You are all set up and ready to use the TeamViewer features as described in section 2.2. TeamViewer App for Outlook - Documentation Page 9 of 15

10 Using the app 2.2 Features The TeamViewer App allows users of Outlook to quickly connect with others using TeamViewer. Outlook users can see which other participants of an conversation are online in TeamViewer and reach them by a single click. Available features: Start a chat Start a video call Start a remote control session Start a screen sharing session TeamViewer app functions If a participant of an conversation is not in the Computers & Contacts List you can add this person by clicking the Add button. TeamViewer App for Outlook Note: When opening a feature your browser may ask you for permission to open the TeamViewer client. In order for the app to work correctly, this permission must be granted Chat Open a chat by clicking the speech balloon icon and write messages to your colleagues, friends, family members and others. TeamViewer Chat TeamViewer App for Outlook - Documentation Page 10 of 15

11 Using the app Video Call Start a video call by clicking on the camera button. See and talk to other participants of an conversation directly after you received the and discuss the subject. You can also add more people to the video call by clicking on plus (+) Remote control session TeamViewer Video Call Start a remote control session to provide spontaneous support or let your colleague demonstrate something to you. You will see the desktop of the other person, you can navigate it is just like if you would sit in front of your own computer. TeamViewer Remote control session TeamViewer App for Outlook - Documentation Page 11 of 15

12 Using the app Presentation Share your screen by clicking on the monitor symbol. The others will see your desktop and you can explain and show your screen easily. Take your discussion to a more efficient level by demonstrating what you mean instead of writing after Add someone to your Computers & Contacts List TeamViewer Presentation Add a participant of an conversation to your TeamViewer Computer & Contacts List. You will see the person appearing in your Computer & Contacts List. Add a person to Computers & Contacts List In case you get the message Account not found after adding a participant of an conversation it means that this person does not have a TeamViewer account. A person has no TeamViewer account TeamViewer App for Outlook - Documentation Page 12 of 15

13 Using the app 2.3 Disconnect This section explains how to disconnect the TeamViewer App. By disconnecting, the TeamViewer App will lose access to your account and will need to be reconnected before it can be used again. 1. Open the TeamViewer Management Console and sign in. Management Console 2. Click on your name in the right upper corner and select Edit profile Edit TeamViewer profile Apps & Details 3. Select the option Apps. Search for the TeamViewer App and click Details 4. Click Revoke access in the lower left corner. Confirm by clicking the Delete button Disconnect the app 5. As last step save your settings Save new settings TeamViewer App for Outlook - Documentation Page 13 of 15

14 Licensing 3 Licensing For a commercial use of the TeamViewer App for Outlook a TeamViewer 10 license is required. The TeamViewer App for Outlook is free for personal use. Learn more at TeamViewer App for Outlook - Documentation Page 14 of 15

15 Requirements 4 Requirements The TeamViewer app is available for Windows and Mac OSX and requires Outlook 2013 or later or Outlook Online on the client side and Exchange server 2013 or later or Exchange online on the server side. Using the app for the desktop version of Outlook requires an Internet Explorer 9 or above. Using the app for the Outlook web client requires either Firefox (latest version), Chrome (latest version), Opera (latest version), Safari (latest version) or Internet Explorer (version 9 or above). For the use of the TeamViewer App the TeamViewer client needs to be installed on your computer. The TeamViewer app requires TeamViewer 10 to use all features properly. If another version is installed a download for TeamViewer 10 will be provided. TeamViewer App for Outlook - Documentation Page 15 of 15