iMIS Power Suite - Outlook Integration

Individual user installation

Important! The user interface may look different based on how you are accessing Outlook and your current configuration.

Note: See the organizational deployment instructions instead to deploy iMIS Outlook Integration to multiple users at once.

Using Shared Mailboxes

If you would like to use Shared Mailboxes with iMIS Outlook Integration, it is required to uninstall and reinstall the iMIS Outlook Integration add-in. This is known as updating the manifest. Depending on how your iMIS Outlook Integration add-in was installed, follow the method in this article or the method outlined for Office 365 and Exchange Administrator.

Note: If iMIS Outlook Integration was downloaded after April 19, 2023, updating the manifest is not required.

Single-user installation

To install iMIS Outlook Integration for use on either Outlook on the web or for the Office 365 Windows desktop application, follow these instructions.

Important! Installing in Outlook on the web first will migrate the Add-in to the Windows Office 365 Outlook desktop program automatically.

Installation via Outlook on the web

First, sign in using either:

Outlook on the web - For Office 365 and individual accounts (such as @outlook.com email addresses).
Your organization's personal login URL. (Note: On-premise Exchange 2013+ accounts might have a different sign-in address - ask your system administrator for this URL.)

After signing in successfully, follow these steps to install the iMIS Outlook Integration add-in for Outlook:

In a browser window, go to the XML file.
Right-click and Save the .XML file.
In a new browser tab, go to Outlook on the web, and the Add-Ins for Outlook window will open.
Select My Add-ins.
Select Add a custom add-in and then select Add from File....
Choose the previously-saved .XML file and select Open.
In the Warning dialog, click Install.
Click the X icon to exit the Add-Ins for Outlook dialog.
Go to File > Settings > Mail > Customize Actions.
On the left navigation bar, select Mail. Then in the next area, select Customize Actions. Then scroll down to both the Message Surface section.
Check the box next to iMIS Outlook Integration - Integrates iMIS and Outlook and click Save.

The iMIS Outlook Integration icon now appears in messages that you're reading (so you can add incoming emails directly into iMIS), as well as new messages you compose.

Installing with Outlook 365 Windows Desktop

Important! Installing in Outlook.com as above will migrate the Add-in to the Windows Outlook desktop program automatically. If you perform the Add-in installation below, it will not migrate to Outlook.com.

With Outlook open, go to File and then select Manage Add-ins.
Log in to Office with your credentials.
On the left side, select My Add-ins.
In a separate browser tab, go to https://cdn.cloud.csiinc.com/officeapps/iemail.xml.
Right-click the webpage that shows the contents of the link and save the .XML file in a location you can access.
Below the existing Add-ins, select Add a custom add-in and then select Add from File....
Select the .XML file you just saved. Then click Install.
Log out of the webpage and then close and reopen the Outlook desktop program.
The iMIS Outlook Integration icon will appear in the Outlook ribbon.
If the icon is not visible, it might just be off the screen but still installed.
1. Right-click on the ribbon and select Customize the Ribbon. Make sure iMIS Outlook Integration is present under Customize the Classic Ribbon. If it is, it's installed properly, but you'll need to move some items on the ribbon to make room for it.
2. Click on the iMIS Outlook Integration box and then click the up arrows to move it in the ribbon. Click OK.
3. Open a new email then click the iMIS Outlook Integration icon.
4. Log in using the iMIS credentials and the supplied Cloud ID.