Authenticate Using Single Sign-On in Microsoft Outlook, Office & Excel Reporting Add-In

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 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.

Most users do not need all of the add-ins. If you do not currently have one of the add-ins installed, then you likely do not need it. Contact your administrator if you are interested in adding an additional add-on you are currently are not using.

When your organization moves to Single Sign-On authentication, you need to change the authentication in your Microsoft Outlook, Office and/or Excel Reporting add-in(s).

Review all of the below information before attempting to make any changes to your add-ins.  

Verify Your Add-Ins

First you need to verify which add-ins you have installed on your machine.  

1. Navigate to your Control Panel.
2. Select Programs and Features.
3. Sort the list by Name.
4. Look for add-ins beginning with Momentus. All users must have the Momentus Web Add-In installed and it is not a part of the authentication process below. If you have no additional add-ins (Momentus Outlook Add-In, Momentus Office Add-In or Momentus Excel Reporting), you do not need to proceed with the below. If you have any add-ins, proceed with the below instructions. 

Generate an Add-in Token 

1. Log into Momentus using your Single Sign-On credentials.
2. Click the user name in the upper-right corner.
3. Select User Settings. The Edit User window opens.
4. Click Tools -> Save Add-in SSO Token. A success message displays.

If you receive any message other than Success, contact your IT team. You may need to upgrade your Momentus Web Add-In, or you may need to install the Momentus Chrome Extension. 

Every time the user signs into the software (which authenticates against the IdP), the Add-In SSO token expiration date is updated to expire 2 weeks (336 hours) from the time of the new sign in. If you receive the message below, the token is expired, and you need to generate a new one using the above steps.

Configure the Outlook Add-In for Single Sign-On

1. Open Outlook.
2. Select the File tab.
3. Select Options. The Outlook Options window opens.
4. Select Add-ins.
5. Highlight Momentus 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 Momentus 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 10.
8. Verify the Momentus Website field shows only your base URL. For example, https://YourSubDomainHere.gomomentus.net/prod instead of https://YourSubDomainHere.gomomentus.net/prod/app85.cshtml.
9. Select SAML Single Sign-On from the Momentus Sign-in Method section.
10. Click the Test Connection button. 
11. Click OK on the successful connection test message. If you do not receive a successful test message, confirm the information in steps 8 and 9, and try the connection test again. If you continue receiving any other message other than a successful test message, contact your IT team. 
12. Click OK on the Momentus Outlook Add-in window. You return to the Add-in Options window.
13. Click OK.

Configure the Office Add-In for Single Sign-On

1. Open Microsoft Word.
2. Select the Momentus tab. 
3. Click the Edit Settings button. The Momentus Word Add-in window opens.
4. Verify the Momentus Website field shows only your base v30 URL. For example, https://YourSubDomainHere.gomomentus.net/prod instead of https://YourSubDomainHere.gomomentus.net/prod/app85.cshtml.
5. Select SAML Single Sign-On from the Momentus Sign-in Method section.
6. Click the Test Connection button. 
7. Click OK on the successful connection test message. If you do not receive a successful test message, confirm the information in steps 4 and 5, and try the connection test again. If you continue receiving any other message other than a successful test message, contact your IT team. 
8. Click OK on the Momentus Word Add-in window. You return to Microsoft Word.
9. Close Microsoft Word.

Configure the Excel Reporting Add-In for Single Sign-On

1. Open Microsoft Excel.
2. Select the Momentus Reporting tab. 
3. Click the Connection Settings button. The Momentus Excel Add-in window opens.
4. Verify the Momentus Website field shows only your base v30 URL. For example, https://YourSubDomainHere.gomomentus.net/prod instead of https://YourSubDomainHere.gomomentus.net/prod/app85.cshtml.
5. Select SAML Single Sign-On from the Momentus Sign-in Method section.
6. Click the Test Connection button. 
7. Click OK on the successful connection test message. If you do not receive a successful test message, confirm the information in steps 4 and 5, and try the connection test again. If you continue receiving any other message other than a successful test message, contact your IT team. 
8. Click OK on the Momentus Excel Add-in window. You return to Microsoft Excel.
9. Close Microsoft Excel.