Deploy Outlook Add-In on End-User's Computers

Configure the Outlook Add-In in the File Send dialog box on the Web tab in the EFT administration interface before deploying the EFT Outlook add-in on end-users' computers.

To deploy the EFT Outlook add-in on end-users' computers

  1. In the administration interface, connect to EFT and click the Server tab.

  2. On the Server tab, click the Site you want to configure.

  3. In the right pane, click the Web tab.

  4. Next to Send Portal, click Configure. The File send dialog box appears.

    5. Do one of the following:

    • Use the EFT Outlook add-in installer. Get the EFT Outlook add-in installer, and install the EFT Outlook Add-In as described in Installing the EFT Outlook Add-In. Choose either the EXE or the MSI file. (The EXE will launch the MSI.)

      • EFTOutlookAddinSetup.exe will check if Microsoft Outlook is present, install any missing pre-requisites, and then launch the .MSI to install the add-in. When you run the "EXE" make sure the "MSI" file is in the same directory, as the "EXE" launches the "MSI" as part of the install process.

      • EFTOutlookAddinInstaller.msi will check if Microsoft Outlook is present, check whether .NET 4.6 is present, and then install the add-in. The "MSI" will not check for or install any missing pre-requisites. It only checks for the presence of Outlook and .NET.

      -OR-

    • Use the Outlook add-in deployment script. Click View to open the Outlook Add-in Deployment Script box.

      1. Copy and paste the script into the tool you are using to deploy the Outlook Add-In across your organization.

      2. Click OK or press ENTER to close the Outlook Add-in Deployment Script box.

      3. Edit the script to match your environment (that is, the EFTHOST IP address and port, username, password).

      4. EFT supports Manual authentication, which is really Basic authentication, so you have to explicitly provide the user's EFT username and password (that is, the username and password that this Add-In user uses to log in to EFT--not the administrator credentials). EFT also supports Integrated Windows Authentication (IWA) where you don’t have to explicitly provide a username and password if you are logged into Windows with your domain account.

      5. Edit the Add-In installer command-line arguments depending on the authentication type you want:

        6. For manual authentication, do the following (EFTUSERNAME and EFTPASSWORD values have to be substituted with the actual Add-in user’s EFT username and password):

        msiexec /lv installation.log /qn /i EFTOutlookAddinInstaller.msi EFTHOST=https://WIN-KST875BEBNP EFTPORT=443 EFTAUTHTYPE=MANUAL EFTUSERNAME=username EFTPASSWORD=test123! INSTALLLOCATION="%userprofile%\AppData\Roaming\GlobalSCAPE\EFT Outlook Add-in" FILESTORELOCATION="%userprofile%\AppData\Local\GlobalSCAPE\EFT Outlook Add-in"

        For Integrated Windows authentication, do the following (EFTUSERNAME and EFTPASSWORD don’t need to be supplied):

        msiexec /lv installation.log /qn /i EFTOutlookAddinInstaller.msi EFTHOST=https://WIN-KST875BEBNP EFTPORT=443 EFTAUTHTYPE=IWA 

        INSTALLLOCATION="%userprofile%\AppData\Roaming\GlobalSCAPE\EFT Outlook Add-in" FILESTORELOCATION="%userprofile%\AppData\Local\GlobalSCAPE\EFT Outlook Add-in"