Tuesday, April 7, 2015

Getting Started With Attached Apps

One of the most common challenges I see with Office 365 is the ability to easily share contacts throughout your organisation. Yes, you can do with with Exchange Public Folders. Yes, you can do with SharePoint contacts but here’s an even easier way, using Attached Apps.

The great things about the Attached Apps shared contacts setup, is that it is free! The idea is that you’ll get hooked on the Attached Apps platform and use some of their other great offerings.

I must admit I had a little trouble getting the Attached Apps stuff up and working initially so I contacted them and they helped me get it sorted. Now as I like doing, I put all the information together in a simple step by step process you can follow which I have detailed below.

Having seen what the Attached Apps stuff can do I decided that it is an excellent offering for customers and for resellers as well. So if you looking to get set up as an end user then contact me (director@ciaops.com) and I can help you.

image

Alternatively, if you are reseller then you can set up your own partner account. In that case All I ask is that when you visit this link:

https://attachedportal.attachedapps.com/Provision/ProvisionPartner

To sign up you select me when you get to Question 3 above. I’d really appreciate it and lets the Attached Apps folks know where the business is coming from.

I’ll be posting more about my journey with Attached Apps so stay tuned, but here’s how to get the ball rolling.

clip_image002

Navigate to the Attached Apps web site at:

http://www.attachedapps.com

image

Scroll down the home page and locate the Get the App Now button and select it.

clip_image007

Complete all the details in the sign up form.

Note that you will need to supply an Office 365 Global Administrator login and password to allow Attached Apps to me installed in the tenant.

Also be aware that you can only use a contact email address once, so if you have signed up previously for Attached Apps you will need to use a different email address in your contact details.

image

At the bottom of the form select he Register button.

clip_image012

You will now need to wait a few moments while the software verifies access to your Office 365 tenant and then configures itself.

clip_image014

When this installation is complete you see a Thank You message displayed on the screen. At this point you need to check the contact email address you suppliers during sign up. When you do you should find the following email:

Congratulations!  We have successfully provisioned your firm for attachedapps.  As an Administrator for the apps, you should have received a batch of credential emails, one for each user on the Exchange account used for provisioning.  You can forward those credentials to the users you wish to have access to the apps.

Please download the Getting Started Guide from our website.  It will expedite productive use of the apps and provide tips on customization for your specific business.  You will also find instructions for enabling the paid applications. 

Please email us at support@attachedapps.com if you have any questions at all.

Thank you,

attachedapps Support Team

www.attachedapps.com

clip_image016

The next step in process is to configure your Office 365 tenant so that the Attach Apps configuration and abilities are automatically pushed out to all your users Outlook desktop client.

Visit the following URL:

https://liquidpractice.zendesk.com/attachments/token/pDmk7yIg9EzN4SeREhfWmbgL5/?name=attachedOutlookMail-PROD.xml

which will download a file called attachedOutlookMail-Prod.xml. Save this file to your local machine.

image

Login to your Office 365 tenant as a Global Administrator. Select the nine boxes in the top left of the windows to display the My apps menu as shown above.

From the options that appear select Admin.

image

In the lower left of the window, under the Admin section, select Exchange.

image

In the Exchange admin center select organization from the options on the left. Then select apps from the options across the top.

You should then see a list of apps that are provided to everyone who uses Exchange, one of these typically is Bing Maps.

image

From the menu just above the select of app select the down arrow just to the right of the + (plus) symbol. This should reveal a menu as shown above.

From the menu select Add from file.

clip_image033

Use the Browse button to navigate to the location on your local machine where you downloaded the file attachedOutlookMail-PROD.xml previously.

With that file selected press the Next button to continue.

image

When the upload process is complete you should now see a new item called attachedcontacts listed as shown above.

Select this item by clicking on it.

image

Then select pencil icon from the menu just above the list to edit this entry.

image

From the window that appears select Mandatory, always enabled. Users can’t disable this app and then the save button to complete.

clip_image044

You should now see that attachedcontacts is set to Mandatory and Everyone as shown above.

image

Return to the Attached Apps web site at:

http://www.attachedapps.com

and select Log in in the top right of the window.

Each of your configured Exchange Online mailboxes would have received an automated email like below from Attached Apps:

 

Your company has just signed up to use attachedContacts, the powerful yet easy-to-use contact management system that lets you share company contacts across your organization while keeping all your personal contacts private. Plus, it’s designed to work closely with Outlook, so you don’t have to change the way you like to work.

It’s easy to get started, just click here to log in using your organization email address and the password provided below:

Email Address: users@Office365domain.com

Password:

When you enter the app for the first time, you will be prompted step-by-step to import the contacts you want to share. You’ll then have access to these great benefits:

  • Edit company contacts once – the updated contact info will be reflected everywhere!
  • Slim down your bloated Outlook and mobile address book
  • Keep your personal contacts segregated from your organization contacts
  • Contacts automatically sync to Outlook, Outlook Web App and to your mobile device
  • Organize unlimited Contact groups and categories
  • And more!

We use attachedContacts in our own company and are constantly improving it. Our mission is to eliminate the technical obstacles to your greatness! So join us, let us know how we are doing and what else we can do to improve your work life.

Sincerely,

The attachedapps Team

info@attachedapps.com

Want to know more? See these FAQs on our support site.

These are the logins that are used for each to access the Attached Apps portal via the Log in link just selected to provide access to all the Attached Apps functionality.

clip_image049

Login now with the information provided to an Office 365 administrator. Remember, the Attached Apps login is different from the standard Office 365 portal login.

image

Once successfully logged in you should see the Attached Apps dashboard or something similar.

If you select the first icon after the Attached Apps icon in the upper left of the window, this will take you to the Contacts page.

image

In most cases the only contacts that will be displayed are any existing Exchange Online users as well as the email address you used to sign up initially.

To import contacts from the current users Outlook select Outlook Import from the menu across the top.

clip_image057

Ensure that Outlook is running on the desktop. In most cases you want to select the Import All button to copy all the individual users contacts to Attached Apps so they can be shared. You can also select the Fetch Contacts if you wish to only upload selected Outlook contacts.

clip_image059

In this example, the current users only has one Contact as shown above. This contact is unique to that user currently but will soon be uploaded for all to share.

clip_image061

After pressing the import button you will see a confirmation message appear at the bottom of the windows. Select Yes to proceed.

clip_image063

You will then receive a confirmation message at the bottom of the screen confirming the import process has commenced. This process will continue in the background so you can close the alert and continue.

The import of the contacts will take a few moments to complete and the time taken is dependent on how many contacts are to be imported.

image

image

Once the process is complete you should see that the uploaded contacts have been designated as Attached Apps contacts (i.e. shared) by a small graphic and line underneath the contacts image as shown above.

clip_image070

If you now look at Outlook for a different user you won’t see that the uploaded contacts have been sync’ed down. To do this you will need to log into the Attached Apps portal and force the update.

image

Once you have logged into the Attached Apps portal select the Contacts icon again (in the top left) to view all the contacts. Just under the heading you will notice a check mark as indicated above.

image

Once you select the check mark you will see the menu change and display the options to either Mass Delete or Mass Change.

image

Now make the required changes to all the records desired. In this case make sure that all the contacts have the Sync option selected.

Once you have made any changes, select the Mass Change option from the menu bar.

image

At this screen ensure that the option Sync to Outlook is selected and checked as shown. Then select the Apply Changes button.

clip_image084

You will receive at confirmation message at the bottom of the screen. Select Yes to continue.

image

You can also force a sync of individual contacts if you wish. To do this, navigate to that contact and select the Staff Sync tab as shown above.

clip_image089

If you now return to second users Outlook, after a few moments the shared contacts should now appear and be designated as Attach Apps as noted previously.

Remember, if you do sign up don’t forget to mention me and look out for more posts on Attached Apps coming soon.