How to Install and Run the Desktop (.MSI) implementation (MS Outlook 2013, 2016, 2019)¶
Desktop (.MSI) Planned Deprecation¶
The Desktop (.MSI) implementation for Windows is tied to Internet Explorer 11 engine for Sidebar rendering. For this reason, as soon as Microsoft abandons Internet Explorer 11 according to their announcement, the Desktop LPC implementation will be deprecated.
Therefore, the standard Web (Cloud) implementation will become the only choice.
Currently, the Desktop (.MSI) implementation is used exclusively in either of the following cases: 1. for customized Enterprise LPC configurations, 2. to work with MS Exchange 2013, or 3. to use LinkPoint Connect(ME) in a virtual machine environment, e.g. Citrix XenApp. This Add-In installation method is only available for MS 2013, 2016, 2019 (Desktop) for Windows. Also refer to this article for a detailed comparison of the two implementations
I. Download and Install the .MSI distribution package¶
Some customized Enterprise implementations of LinkPoint Connect(ME) are only available as the Desktop (.MSI) version; their distribution package can only be obtained from our Support and CSM team.
The distribution packages are guaranteed to contain no viruses or other malicious code by Connect(ME) Privacy and Security policies.
To install the Add-In: run the downloaded .MSI file, and complete the easy three-step installation process. By default, the LinkPoint Connect(ME) Add-In will be installed in the ‘%systemdisk%\Users\%username%\AppData\Roaming\linkpoint360.com\LinkPoint Connect(ME) Add-In‘ folder, taking around 28-40 Mb of your HDD space.
Preconditions for installing the .MSI package:
- MS Outlook 2013 - 2019 installed on your system
- Having admin access permissions on your workstation, including system drive write permissions
After you launch the .msi package, MS Outlook will be opened automatically to download updated Add-In installation data, then you will be promoted to close it again, along with some other running apps, to proceed with installation. Close MS Outlook manually, the rest applications manually or automatically.
II. LinkPoint Connect(ME) Logon¶
Important
Before using LinkPoint Connect(ME) in MS Outlook (Desktop) on Windows, please make sure that you have the latest version of MS Edge installed, since it is used to render LinkPoint Connect(ME) Sidebar in MS Outlook Desktop.
After the LinkPoint Connect(ME) Add-In has been installed in your MS Outlook Desktop or On the Web, you need to open the Sidebar and log on to the Add-In. While on step ( III ) the Sign-Up wizard will authorize the Add-In to work with Salesforce and MS Exchange data, at this step similar authentication steps are performed to set up LinkPoint Connect(ME) synchronization.
1. To open the Sidebar:¶
- click the Open LinkPoint Connect(ME) button in MS Outlook (Desktop) ribbon
2. Logging on to LinkPoint Connect(ME)¶
Next, log on to LinkPoint Connect(ME) using Salesforce OAuth logon:
2.1. Click the Connect to Salesforce button. The Salesforce OAuth page will be opened in your browser.
2.2. Enter your Salesforce credentials on the page or select a previously saved account’s username and click Log In.
In the screenshot above, a standard Salesforce login window is shown. Note that this OAuth window may look differently, depending on your Salesforce configuration.
3. Enable LinkPoint Connect(ME) synchronization¶
Set up LinkPoint Connect(ME) synchronization by authorizing it to access your MS Exchange/Office 365 data. Please follow the steps described in this article to do that.
Important
If you are using several different email boxes for your correspondence (not aliases), make sure to authorize LPC Sync for the same email box as one for which you installed the Add-In, otherwise the Sync engine functions will work incorrectly even though LPC Sync will appear to be running.
Tip
Refer to this article to learn what emails and calendar items you have in MS Exchange/Office 365 will be auto-saved in Salesforce if you enable the corresponding settings (calendar items auto-sharing, emails auto-sharing) after setting up LinkPoint Connect(ME) synchronization.
Important
Please note that if step 3 is skipped, you will be able to run and use LinkPoint Connect(ME), except for its functions performed by LPC synchronization, and the Add-In will be suggesting to complete this step in Observations (Smart Actions bar > More…): Action required! Synchronization component is turned off. Clicking on the ENABLE NOW button will open the corresponding setup page in your browser.
Note
If you skip LinkPoint Connect(ME) sync activation, you will not be able to us a number of LPC features performed by LPC sync. See this article for details.
III. (Admins only) Install the managed packages in Salesforce¶
To enable the full scope of features offered by LinkPoint Connect(ME) several minor adjustments must be made in your Salesforce Org’s configuration; installing the Connect(ME) managed package and Invisible Suite managed package allows to accomplish that quickly and effortlessly. Follow the above links for complete information about the packages.
Uninstalling the Add-In¶
If you’ll need to reinstall or uninstall the Add-In on a workstation, please refer to this article to learn how to do that.
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