Install the Microsoft Outlook, Office & Excel Reporting Add-In

You must use the same Outlook Add-In, Office Add-In and Excel Reporting Add-In versions. The most recent Add-In, version 1.04.04, is backwards compatible. 

 Version

Add-In Version 1.04.0x
 .97 Supported
 .98 Supported
 .99 Supported


Overview

The Outlook, Office and Excel Reporting Add-Ins are additional interfaces provided at no cost. The Outlook Add-In allows you to copy emails to Momentus Enterprise folders from Outlook and push Outlook meetings into the software as appointments. The Office Add-In allows you to save and view documents from Microsoft Word and Excel that are already in the software and create template documents. The Excel Reporting Add-In allows you to create Excel spreadsheets using data retrieved from the database.

Your organization must use v30.96 or later to use the Excel Reporting Add-In.

Your organization must use v30 before beginning the Outlook, Office Add-In and/or Excel Reporting Add-In installation. The Outlook Add-In, Office Add-In and Excel Reporting Add-In are separate installations; you may choose to install one add-in or all depending on your organization's needs.

If a previous version of the Outlook Add-In, Office Add-In and/or Excel Reporting Add-In is installed, you must uninstall it prior to installing the new version.

Read the entire instructions before installing any of the add-ins. If you have any questions, contact the Customer Support Team.

Minimum Requirements

Each client workstation must have access to the Momentus Enterprise v30 site as well as the following:

  • Full version of Microsoft Office 2016, Microsoft Office 2019 or Office 365 Desktop Application
  • 64-bit Windows
  • .NET Framework 4.8 or above
  • Microsoft Visual Studio 2010 Tools for Office Runtime (x64 for 64-bit machines)
  • Ungerboeck Web Add-In v20.8.83 or newer. To check your Web Add-In version:
    • Navigate to your Control Panel.
    • Select Programs and Features.
    • Locate the Ungerboeck Web Add-in. The version is listed on the right.
  • Your organization must use v30.96 or higher. If your organization is using a version prior to this, contact the Customer Support Team to update or upgrade your environment.
  • The Outlook Profile user must have the v30 Access check box checked on the Edit User window in Enterprise. To verify this: 
    • Click the Users link from the Main Menu. The Users page opens.
    • Select the user using the Outlook Add-In.
    • Right-click and select Edit. The Edit User window opens.
    • Select the Access and Security tab.
    • Check the v30 Access check box.
    • Click OK.
  • Verify the user's Office version (32-bit or 64-bit). To determine this:
    • From the Microsoft Word, Excel or Outlook home page, click Account.
    • Click the About button. The About for Office screen opens. The version displays on the top line above the License ID.

Required Downloads

The Outlook, Office and Excel Reporting Add-Ins are packaged in a single zip file. Click the appropriate link below to download the zip file for your Office version (32-bit or 64-bit). The zip file is automatically downloaded to your local machine's Downloads folder.

Download the 32-bit Add-In Files

Download the 64-bit Add-in Files

After downloading:

  1. Locate the zip file in the local machine's Downloads folder.
  2. Extract the zip file.
  3. Double-click on the version folder (1.X.YY where X and Y are version numbers. The version numbers do not match a software version.) There are three .msi files and three .exe files:
    • Ungerboeck Outlook Add-in.msi and Ungerboeck Outlook Add-in.exe
    • Ungerboeck Office Add-ins.msi and Ungerboeck Office Add-ins.exe
    • Ungerboeck Excel Reporting.msi and Ungerboeck Excel Reporting.exe
  4. Copy the msi files and exe files on the machine where you are installing the add-ins.

You can install the Outlook and Office Add-Ins manually on the client machine (directions below) or use silent install commands.

Outlook Add-In Install

To perform a manual install on a client machine:

  1. Close Outlook.
  2. Right-click on Ungerboeck Outlook Add-in.exe.
  3. Select Run as administrator. The Ungerboeck Outlook Add-in Wizard opens.
  4. Click the Next button. The Select Installation Folder window opens.
  5. Select the location for the Outlook Add-In files.
  6. Select if you are installing the Outlook Add-In for the user currently logged into Windows (Just Me) or for all users who access the machine (Everyone).
  7. Click the Next button. The Confirm Installation window opens.
  8. Click the Next button. A confirmation message displays once the installation is complete.
  9. Click the Close button.

See Authenticate Using Single-Sign On in Microsoft Outlook, Office & Excel Reporting Add-In for configuring your add-in with Single Sign-On authentication.

Configure the Outlook Add-In

Once the Outlook Add-In is successfully installed, you need to configure it to connect to the Momentus database. 

  1. Open Outlook.
  2. Select the File tab.
  3. Select Options. The Outlook Options window opens.
  4. Select Add-ins.
  5. Highlight Ungerboeck Outlook Add-In 1.X.YY where X and Y are version numbers.
  6. Click the Add-in Options button at the top of the screen. The Add-in Options window opens.
  7. Click the Connection button. The Outlook Add-in window opens. If you have already configured the database connection in the Office Add-In or Excel Reporting Add-In, you can skip to step 12.
  8. Enter the necessary information:
    • Enterprise Website – Your v30 URL.
      • To point to your production environment, use:
        https://YourSubDomainHere.ungerboeck.com/prod
      • To point to your test environment (if applicable), use: 
        https://YourSubDomainHere.ungerboeck.com/test
    • Enterprise Sign-in Method – Sign-in method to use. If you have questions about which authentication method you use, contact the Customer Support Team. 
    • User ID and Password – User’s user ID and password for the database. If using Single Sign-On, these fields are not available.
  9. Click the Test Connection button. 
  10. Click OK on the successful connection test message. If you do not receive a successful test message, confirm the information in step 8 and try the connection test again.
  11. Click OK on the Outlook Add-in window. You return to the Add-in Options window.
  12. Click the Organization button. The Organization window opens.
  13. Select your organization from the Organization drop-down.
  14. Click OK.
  15. Check the desired settings from the Emails section:
    • With Attachments – If checked, any attachments are included with the email when an email is copied from Outlook.
    • After copying Emails to a folder, prompt me to organize them – If checked, a prompt displays allowing you to assign a heading, subheading, sequence and/or sensitivity to the email when the email is copied to a folder. 
  16. Click the Copy To Options button. The Copy To Options window opens.
  17. Check the folders you want available on the right-click menu.
  18. Click OK. You return to the Add-in Options window.
  19. Click OK on the Add-in Options window.

See Copy Emails and Attachments from Outlook and Save Outlook Meetings to Momentus for information on using the Outlook Add-In.

Office Add-In Install

To perform a manual install on a client machine:

  1. Close Microsoft Office.
  2. Right-click on Ungerboeck Office Add-in.exe.
  3. Select Run as administrator. The Ungerboeck Office Add-in Wizard opens.
  4. Click the Next button. The Select Installation Folder window opens.
  5. Select the location for the Office Add-In files. Momentus recommends using the default location as the installation creates two new folders.
  6. Select if you are installing the Office Add-In for the user currently logged into Windows (Just Me) or for all users who access the machine (Everyone).
  7. Click the Next button. The Confirm Installation window opens.
  8. Click the Next button. A confirmation message displays once the installation is complete.
  9. Click the Close button.

See Authenticate Using Single-Sign On in Microsoft Outlook, Office & Excel Reporting Add-In for configuring your add-in with Single Sign-On authentication.

Configure the Office Add-in

Once the Office Add-in is successfully installed, you need to configure it to connect to the database. If you have already configured the database connection in the Outlook Add-In or Excel Reporting Add-In, you can proceed to the next section, Using the Office Add-In.

  1. When you open Microsoft Word or Excel outside of Enterprise for the first time after installation, a message displays prompting you to configure your connection settings. Click Yes on the prompt to open the Ungerboeck Add-in screen. 
  2. Enter the necessary information:
    • Enterprise Website – Your v30 URL.
      • To point to your production environment, use:
        https://YourSubDomainHere.ungerboeck.com/prod
      • To point to your test environment (if applicable), use: 
        https://YourSubDomainHere.ungerboeck.com/test
    • Enterprise Sign-in Method – Sign-in method to use. If you have questions about which authentication method you use, contact the Customer Support Team. 
    • User ID and Password – User’s user ID and password for the database. If using Single Sign-On, these fields are not available.
  3. Click the Test Connection button.
  4. Click OK on the successful connection test message. If you do not receive a successful test message, confirm the information in step 2 and try the connection test again.
  5. Click OK on the Momentus Add-in screen.

Using the Office Add-In

When you edit a Microsoft Word or Excel document opened from Enterprise, you can check changes into the software directly from Microsoft Word or Excel.

  1. Edit a Microsoft Word or Excel document from any Documents tab in Enterprise.
  2. Make the necessary changes to the document.
  3. Select the Enterprise tab.
  4. Click Save to Momentus Enterprise. Changes are immediately saved to the document in the software. The document is automatically checked in when it is closed.

Excel Reporting Add-In Install

You must install the Excel Reporting Add-In on each machine that uses it.

  1. Close Microsoft Office.
  2. Right-click on Ungerboeck Excel Reporting.exe.
  3. Select Run as administrator. The Ungerboeck Excel Reporting Wizard opens.
  4. Click the Next button. The Select Installation Folder window opens.
  5. Select the location for the Ungerboeck Excel Reporting Add-In files. 
  6. Select the Just me radio button.
  7. Click the Next button. The Confirm Installation window opens.
  8. Click the Next button. A confirmation message displays once the installation is complete.
  9. Click the Close button.

Configure Microsoft Excel

  1. Open Microsoft Excel from the desktop. Do not open Microsoft Excel from within Enterprise.
  2. Click the File tab.
  3. Select Options. The Excel Options window opens.
  4. Select Trust Center.
  5. Click the Trust Center Settings button.
  6. Select Macro Settings.
  7. Select Disable all macros except digitally signed macros.
  8. Check the Trust access to the VBA project object model check box.
  9. Click OK.
  10. Click OK on the Excel Options window. If you have already configured the database connection in the Office Add-In or Outlook Add-In, you do not need to proceed.
  11. Select the Ungerboeck Reporting tab.
  12. Click Connection Settings. The Ungerboeck Excel Add-in window opens. 
  13. Enter the necessary information:
    • Enterprise Website – Your v30 URL.
      • To point to your production environment, use:
        https://YourSubDomainHere.ungerboeck.com/prod
      • To point to your test environment (if applicable), use: 
        https://YourSubDomainHere.ungerboeck.com/test
    • Enterprise Sign-in Method – Sign-in method to use. If you have questions about which authentication method you use, contact the Customer Support Team. 
    • User ID and Password – User’s user ID and password for the database. If using Single Sign-On, these fields are not available.
  14. Click the Test Connection button.
  15. Click OK on the successful connection test message. If you do not receive a successful test message, confirm the information in step 2 and try the connection test again.
  16. Click OK on the Ungerboeck Excel Add-in window.
  17. Close Microsoft Excel.

Add a Spreadsheet

  1. Log in to Enterprise.
  2. Click the Financial Template Documents link from the Main Menu. The Template Documents | Financials window opens.
  3. Click the Add button. The Add Template Document window opens.
  4. Select EBMS Spreadsheet from the Type drop-down.
  5. Enter the additional required document details.
  6. Click OK. When Excel opens, the Ungerboeck Reporting tab is available to configure the necessary retrievals.

Troubleshooting

Could Not Load File or Assembly Message

If a user receives a message like the one below when creating a new Enterprise Spreadsheet, the Visual Studio Tools for Office Runtime is not properly installed on the user’s machine. Uninstall and reinstall the Visual Studio Tools for Office Runtime as an administrator.

Could not load file or assembly 'Microsoft.VisualStudio.Tools.Applications.Runtime, Version=8.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a' or one of its dependencies. The system cannot find the file specified.

Version Number in Test Connection Screen

When testing the connection to the Enterprise database, verify the Add-In version number displays in the Ungerboeck Add-in window title (e.g., Ungerboeck Outlook Add-in 1.02.0x or Ungerboeck Office Add-In 1.04.0x). If no version number displays, uninstall and reinstall the add-in.

Related articles

Comments

21 comments

Date Votes
  • Brooke Adamson

    Is there any specific documentation that speaks to the actions that need to take place when an on-prem Ungerboeck customer goes from on-prem Outlook to Office 365? We want to make sure we're completing all the needed steps for this migration to ensure emailing out of V20 and using the add-in work.

    Thanks,

    Brooke

    1 upvotes

  • Rhonda Lammert

    Brooke,

    We don't have a Microsoft document going to office 365.  The only thing we provide is the office and outlook add-in documentation.  If you are using outlook as the send email process there is a configuration in Ungerboeck that you may need to change.  Also, if the smtp information changes you will need to update the v20 Ungerboeckwebconfig.exe >application settings tab.  Also, any v19 .ini file that has the smtp server list will need to be changed.  Let me know if you have additional questions that I may be able to assist with.

    Thanks,

    Rhonda

    0 upvotes

  • Karin van der Horst

    Is there anybodyin the community that wa sable to install the latest (94) email add in without issue (on premis , with silent install),

    If so, can you inform us what you did to make that happen?

    0 upvotes

  • Glen Russell

    Can I have access to the Ungerboeck WebAdd-in v20.8.73 for the cloud environment - I need this as a MSI so that it can be installed on multiple PC's (all with Ungerboeck cloud access only).

    Please let me know if you have any questions.

    Thank you

    Glen Russell

    0 upvotes

  • Maggie U.

    Hi Glen,

    Looks like Xander replied to your ticket already but you can use http://software.ungerboeck.com/bridge/default.aspx?ver=current to access the latest Web Add-In.

    Thanks!

    Maggie

    0 upvotes

  • Asli Okur

    I just saw that there are newer versions of the outlook / office add-ins available in FTP.

    I could not find information in support center about the changes/bug fixes of these add-ins in different versions? It would be great to know if it is worth the upgrade or not and what to test exactly, when a newer version is there.

    We are currently in 1.1.6 (version independent) and the new version in FTP is 1.2.01.

    Best,

    Asli

    1 upvotes

  • Ryan Canny
    • Edited

    Hi Asli,

    I received the following information from our developer who works on the Outlook / Office add-ins. These are the corrections and enhancements made for 1.7 and above releases. I would recommend upgrading when you are ready as there have been a number of improvements made since 1.1.6. 

    • 1.7 – Corrections
      • Excel Reporting: Corrected issues with new organization data map (20.97 impact only)
      • Excel Reporting: Corrected issues with running with Kutools Excel Addin
      • Outlook: Corrected an issue with the Contracts loading Archived contracts.
      • Outlook: Corrected an issue with Contract ID not superseding the other filters.
      • All: The connections window now uses the app access token for Windows Auth.
    • 1.9
      • Excel Reporting: Added additional caching for improved performance
      • Excel Reporting: Corrected issue with loading calendar notes on popup calendar when no calendar notes exist in the database
      • Outlook: Corrected an issue on searching Contracts
      • Outlook: Corrected an issue on importing multiple emails.
      • Outlook: Corrected an issue on importing a meeting email.
    • 2.01
      • Excel Reporting:
      • *Office Add-In: Discarding changes will now check in the document but there is a server-side change as well so this feature is only fixed after 96D2020110401.
      • Excel/Excel Reporting: Caused an infinite loop when trying to check in causing Excel to crash.

    Best,

    Ryan

    1 upvotes

  • laurence campano

    I just wanted to ask why it did not work on the shared machine, Because I installed it on a desktop PC and only one user enabled, when logging in another user did not appear in the add-in of the outlook. We use the Office 365 Outlook desktop app. Thanks for answering.

     

    Regards,

    Laurence

    1 upvotes

  • Sara Noonan

    Hi Laurence, 

    First, verify that you have the Professional version of Office installed on the machine.  From there, I would recommend verifying if you're using 32 or 64 bit Office and downloading the proper add-in.  If both of those check out, how did you install the add-in?  Right click on setup.exe > Run as administrator?  Did the system prompt you for administrative credentials?  If so, you'll need to make sure to choose the option to install for Everyone instead of Just Me.  Using the MSI to install instead of setup.exe can be dicey, so we recommend always running the exe file.

    If you've verified that all of the above, we recommend entering a ticket with your regional Client Care team for additional troubleshooting.

    Thanks!

    0 upvotes

  • Eric Swenson

    Hi - Are there instructions for the outlook add-in on a mac?  We are hosted in USI and on 30.96. Thanks!

    1 upvotes

  • Sara Noonan

    Hi Eric, 

    While our Product Management team is always looking for ways to improve the Ungerboeck experience on a Mac, there are no add-ins currently available natively for iOS. However, we are definitely aware of the need for something like this, so stay tuned for future updates.

    Thanks!

    1 upvotes

  • Karl Mavadia

    Hallo Ungerboeck support team,

    Q1: Does the Ungerboeck Outlook web add-in have any entry as a COM Add-in under below...?

            Outlook > file > options > Add-ins

     

    Q2: The Web "Outlook Add-In, Office Add-In and Excel Reporting Add-In".....

    Would you please provide screen shots of where they are post installation on a physical workplace machine desktop/laptop? Within Windows file system, under logged in users area (app Data, etc.) & Browsers??

    Q3: Are there any changes required in a secure corporate organization workplace environments - e.g. IPs, URLs, Proxy, firewall, anti-virus scanners, etc. ??

    0 upvotes

  • Dustin Banks

    Q1: When installed correctly, yes.

    Q2: I will have to work with our QE person to provide screenshots of the defaults. If you choose to install it somewhere else/a different way then defaulted, that is up to the selections the user has chosen.

    Q3: That is up to your corporate organizations environment. We build our add-ins with standard certificates so if your organization blocks things over acceptance then possibly. 

    0 upvotes

  • Ryan Canny
    • Edited

    Hi Karl,

    As a follow-up to Q2 from Dustin's comment here is a screenshot of the default add-ins. I hope this helps.

    Thanks,

    Ryan

    1 upvotes

  • Karl Mavadia

    Hi Ryan,

    Thank you... :-)

    would you also send me a screen shot of any COM add-in entry under "Outlook > file > options > Add-ins" if you have the Outlook add-in installed on your or another machine please?

    0 upvotes

  • Ryan Canny

    Hi Karl,

    This is what it looks like on my machine.  

    1 upvotes

  • Karl Mavadia
    • Edited

    Hi Ryan,

     

    Thank you for a swift response.......  much appreciated!

    Please see the article below and let me know if there is a pure SaaS (web only without  installation) version is available or planned in future... Cheers, Karl

    Office 365 Add-Ins vs. COM/VSTO Add-ins | NetDocuments | NetDocuments

     

    0 upvotes

  • Dustin Banks

    Yes, we do have something planned for a future release for something like this. It is a rather large project so it will at best be in the R2 or R3 release. We do not have dates on these at this time.

    1 upvotes

  • Karl Mavadia

    Thank you sooo much! we look forward to timelines... (:- I)

    0 upvotes

  • Rob Bodart

    I have a user that has installed the Outlook Add In (and all other necessary requirements) and has successful test connection.  Howerver, the "Organization" and "Copy To Options" buttons in the Add-in options are inactive.  Completely stumped.  Have compared everything to my perfectly working set up, but can't find any difference.  Same versions of all add ins, software, etc.  Same user settings an organization assignment.

    Wonderting if anyone has seen this and knows of a solution?

    0 upvotes

  • Pieter Fourie
    • Edited

    Morning Rob

    Not my field of expertise, but I know there's another new Add-in (1.04.04) that will be released probably today / tomorrow - Our Dev-gurus found an issue with a dll reference, which is causing this behavior for some customers.

    This has been sorted with the new release.

    Please look out for the new Add-in in the next day or 2:

    https://software.ungerboeck.com/addins/Outlook_Office_ExcelReporting_64-bit.zip

    Any further issues, please feel free to give us a shout.

    Best regards

    2 upvotes

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