AdvologixPM

Install AdvologixPM Connect for Outlook

Updated on

There are several steps to Install the Advologix Toolbar for Outlook.

  1. Check if AppExchange Add-in for Advologix Outlook toolbar is already installed
  2. Install AppExchange Add-in for Advologix Outlook toolbar from AppExchange (if not already installed)
  3. Download and install Advologix Outlook toolbar file from AdvologixPM help and Support Site.

Verify if the Outlook Toolbar is Installed

CHECK if AppExchange Add-in for Advologix Outlook toolbar is already installed

Your Name | Setup

Under App Setup | Choose 'Installed Packages'

Look for  AdvologixConnect for Outlook (Shown above)

If not present  proceed FIRST to AdvologixPM Connect For Outlook ~ Package Component Install

If present  proceed to next steps

 

Install Advologix Outlook toolbar Add-in file from AdvologixPM Help and Support site

Install Advologix Outlook toolbar Add-in file from AdvologixPM Help and Support site

Support Home

Download Connect for Outlook

Download Zip File

If Downloading in IE9...

If Downloading in IE9....

Click OPEN

.....Proceed to Downloaded File Folder Extract Files

If Downloading in Firefox...

If Downloading in Firefox.....

Choose Open With (set to default)

Click OK

.....Proceed to Downloaded File Folder Extract Files

If Downloading in Google Chrome...

If Downloading in Google Chrome.....

Click Drop-down arrow

Click Open

......Proceed to Downloaded File Folder Extract Files

If Downloading in Safari...

If Downloading in Safari....

Click Open

.....Proceed to Downloaded File Folder Extract Files

File Folder

File folder

Click to HIGHLIGHT setup.exe

Click Extract all Files

Downloaded File Folder Extract Files

"Downloaded File folder ~ Extract files"

1. Accept default (will open in same location)

2. Make sure set to Show (check box)

3. Click Extract

In second popup Window

Right Click setup.exe

Click Run as Administrator

Welcome Screen

Welcome Screen

Click NEXT

Select Installation Folder

Select Installation Folder

Leave as default folder

Click NEXT

Confirm Installation

Confirm Installation

Click NEXT

Installing Advologix Connect for Outlook

Installing Advologix Connect for Outlook

Wait till completed, it may ask you if you wish to install (windows notification) click the Yes

Installation Complete

Installation Complete

Click Close

Open Outlook to Confirm Installation

 Open outlook to confirm installation
Previous Article AdvologixPM Connect For Outlook: Package Component Install
Next Article Configuring AdvologixPM Connect for Outlook