Optional: Installing an add-in in Outlook

If your Microsoft Outlook add-in is deployed as Available or Optional, complete the steps to install the add-in.

About this task

Note: If your add-in is deployed as Required, the add-in is automatically in your Outlook. No action is needed.

Procedure

  1. Open Microsoft Outlook.
  2. If you are on Outlook Desktop, go to File > Get Add-ins and click the My Add-ins tab.
    If you are on Outlook on the web, go to Settings > View all Outlook settings > General > Manage add-ins.
  3. Find Content Cortex for Microsoft Office in the list, and click Add or Install.

Results

After you install the add-in, the Content Cortex add-in appears either in the ribbon when you read or compose emails, or in the message actions menu.

The add-in does not appear in Outlook
  • Possible causes:
    • The manifest is not properly deployed by the Exchange administrator.
    • The user is not assigned to the add-in.
    • Office cache issues.
  • Solutions:
    1. Verify deployment in Exchange Admin Center.
    2. Check user assignment.
    3. Clear Office cache and restart Outlook.
Add-in task pane is blank
  • Possible causes:
    • The SSL certificate is invalid or untrusted.
    • The task pane URL is not accessible.
    • Network connectivity issues.
  • Solutions:
    1. Verify that the SSL certificate is valid and from a trusted CA.
    2. Test the task pane URL in a browser.
    3. Check the firewall and network settings.
    4. Review the server logs for errors.

What to do next

Admin Verification

Verify that the task pane URL is accessible. Since the Outlook add-in functions as a web application inside Outlook, you must verify that your network and browser can successfully connect to the host server.

  1. Open manifest.xml and locate the <SourceLocation> tag.
  2. Copy the base URL from the DefaultValue attribute (up to taskpane.html).
  3. Paste the URL into your web browser.
The page attempts to load, and the browser must not show any network timeouts or SSL certificate warning screens.
Note: The page may appear blank or show a login or loading screen, which is normal.
Exchange Admin Verification
  1. Confirm that the manifest is successfully uploaded to the Exchange admin center.
  2. Verify that the deployment settings are correct.
  3. Check that assigned users or groups have access.
End User Verification
  1. Open Outlook and verify the add-in appears in the ribbon or message actions.
  2. Click Add-in to open the task pane.
  3. Log in to Navigator through the add-in.
  4. Test basic functions such as
    • Browsing repositories.
    • Searching for documents.
    • Adding emails to the repository (Read mode).
    • Attaching documents from the repository (Compose mode).