Digite - MS Outlook Integration

Digité Enterprise

Confidential | September 2011 | Copyright 2011, Digité Inc.

MS Outlook Integration Training

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Contents

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All Digité users

Target Audience

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1. Before undergoing this training, you need to complete the following training courses:

User Interface Introduction Training Workflow Training

2. You need to have Microsoft® Office Outlook 2002 and 2003 installed on your system.

Pre-Requisites

Note :- Digité Enterprise application is accessible through a web browser. For information on supported browser

versions, refer to the latest Release Notes. For external interfaces like MS Project, MS Outlook, etc. a plug-in needs to be installed on the respective client.

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Understand why you would use Digité-MS Outlook Integration functionality.

Understand how to install and configure MS Outlook to perform Digité workflow operations.

Understand how to synchronize and perform workflow operations with Digité project items.

By the end of this presentation, you should be able to :-

Training Goals

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Introduction

Most users spend considerable time using Microsoft® Office Outlook.

Digité-MS Outlook Integration offers a choice to view and route/reject project assignments such as User Requirements using MS Outlook. Users can see all assignments as Tasks in MS Outlook without logging into Digité.

You can use the familiar Microsoft Outlook interface to work on assignments and contacts that are tracked using Digité Enterprise.

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Overview

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Installing Digité-MS Outlook Plug-in

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Downloading the MS Outlook Plug-in

To download the Outlook Plug-in, navigate

to My Work>>Utilities in the application.

Click the MS Outlook plug-in link.

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Downloading the MS Outlook Plug-in

Save the file to execute or

directly run the executable

file.

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Installing the MS Outlook Plug-in

The Outlook setup wizard

begins installation.

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Configuring Digité-MS Outlook Plug-in

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Configuring the Digité-MS Outlook Plug-in

After the Outlook setup wizard

completes the installation,

open MS Outlook application.

The Digité-MS Outlook Plug-in

Configuration wizard appears.

On the User Details page,

provide the credentials for

authenticating.

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Configuring the Digité-MS Outlook Plug-in

Enter the Digité server where

the Outlook plug-in should

point to for synchronizing.

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Configuring the Digité-MS Outlook Plug-in

Proxy Settings

You may provide the Proxy URL and

other details, if required, as per

your organization preferences.

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Configuring the Digité-MS Outlook Plug-in

On the Item Details mapping

page, select the required Digité

Enterprise fields to map with

entities in the Outlook Tasks.

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Configuring the Digité-MS Outlook Plug-in

On the Contact Details mapping

page, select the required Digité

Enterprise fields to map with the

entities in Outlook Contacts.

Contact Details Mapping

On the Contact Details mapping

page, select the required Digité

Enterprise fields to map entities to

Outlook Contacts.

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Configuring the Digité-MS Outlook Plug-in

Synchronization

On the Synchronization page,

choose to download tasks, contacts,

or both, or be prompted when you

want to synchronize in Outlook.

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Using Digité-MS Outlook Features

Your Outlook toolbar now

displays the Digité-Ms

Outlook Plug-in icons.

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Digité-MS Outlook Plug-in Icons

Click the Sync icon is to synchronize the Digité items. The latest tasks and contact

details ( as configured) will be downloaded to Outlook from the Digité application.

You can view them in the Tasks view.

Click the Options icon to view and modify the user login details, task details,

contact details, and proxy details. You can modify the mapping details of Digité

Enterprise and Microsoft Outlook entities.

Double-click the the required assignment, requirement, change management item

listed in the Tasks view and click the Route icon to route . To route these items,

ensure that the workflow is defined in Digité Enterprise.

Click the Reject to reject the assignment, requirement, change management item

listed in the Tasks view. To reject these items, ensure that the workflow is defined

in Digité Enterprise.

To view the list of Tasks from Digité, click the Tasks view in the left pane at the bottom in the Microsoft Outlook panel.

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* You cannot route a timesheet item in Microsoft Outlook.

•To route multiple items, press CTRL and select the required items in the Task list page and then click

Route. The summary of the tasks route operation is displayed.

•Click the Details icon to view the details of a particular task as in Digité Enterprise.

Notes & Tips

Digité Enterprise

Confidential | September 2011 | Copyright 2011, Digité Inc.

Thank You