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 RGES 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 RGES configurations, 2. to work with MS Exchange 2013, or 3. to use RG Email Sidebar 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 RG Email Sidebar 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 Revenue Grid 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 RG Email Sidebar Add-In will be installed in the ‘%systemdisk%\Users\%username%\AppData\Roaming\RevenueGrid.com\RG Email Sidebar 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. RG Email Sidebar Logon¶
Important
Before using RG Email Sidebar 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 RG Email Sidebar in MS Outlook Desktop.
After the RG Email Sidebar 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 Revenue Grid synchronization.
1. To open the Sidebar:¶
- click the Open RG Email Sidebar button in MS Outlook (Desktop) ribbon
2. Logging on to RG Email Sidebar¶
Next, log on to RG Email Sidebar 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 RG Email Sidebar synchronization¶
Set up Revenue Grid 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 RGES 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 RGES 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 Revenue Grid synchronization.
Important
Please note that if step 3 is skipped, you will be able to run and use RG Email Sidebar, except for its functions performed by RGES 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 Revenue Grid sync activation, you will not be able to us a number of RGES features performed by RGES sync. See this article for details.
III. (Admins only) Install the managed packages in Salesforce¶
To enable the full scope of features offered by RG Email Sidebar several minor adjustments must be made in your Salesforce Org’s configuration; installing the Revenue Grid 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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