Outlook Integration is an extension to Content Services and Microsoft Outlook that allows you to save and file your emails to Alfresco from within Microsoft Outlook, in a centralized and structured way.
You can drag and drop emails in and out of the repository, and add metadata automatically when an email is filed. Other features include leveraging Alfresco's in-built workflow processing and filtered search capabilities.
Advanced metadata support includes:
- Full support for custom models
- A configurable and dynamic metadata dialog
- The ability to map metadata configuration to a path, folder type, or aspect
- The ability to assign the same metadata to a set of emails in Microsoft Outlook, or a set of files in your file system
You can apply a sorted view to the Alfresco repository (from within Microsoft Outlook), and page through a folder or site if it contains a large number of files.
You can also create new versions of existing documents, review the version history of a versioned document, and revert back to previous versions.
This information helps system administrators to install, configure, and manage Outlook Integration.
The software you need to install Outlook Integration is as follows:
- AMP files that are applied to Alfresco and provide the administration tooling in Alfresco Share
- A server license that is applied in Alfresco Share
- Client licenses that can be applied in Alfresco Share or in Microsoft Outlook
- A zip file that provides an addition to the Microsoft Outlook toolbar, which you unzip and install before you start up Microsoft Outlook
If you plan to use SAML Module for Alfresco Content Services authentication, you need to install and configure the SAML Module for Alfresco Content Services.
If you plan to enable the transformation of MSG and EML files into PDF format, you need to install and configure Alfresco Transform Service.
You can download the Outlook Integration software from Hyland Community.