INSTALLATION

Installing is simple and updates are automatically installed using our click-once installation. WorkPlace for Outlook requires Microsoft Outlook 2010 to be installed. If you do not have Microsoft Outlook 2010, you can download it from http://office.microsoft.com/en-us/outlook
1. Make sure you have network connection.
2. Close out of Microsoft Outlook 2010
3. Download Workplace for Outlook add-in from www.workplaceforoutlook.com
4. When prompted in your internet browser, run the SETUP.EXE and just follow the prompts.
5. Restart Microsoft Outlook
6. After a brief moment, when Microsoft Outlook load is complete, you will see the default WorkPlace for Outlook tab

CREATING A RIBBON BAR

Creating a ribbon bar is easy, we know you’ll be surprised. But the most challenging thing you need to do is actually think about what you want in the ribbon bar first. We recommend jotting down the names and URL’s of the sites you wish to add before you get started. Because of Microsoft Outlook security features, you will have to restart Outlook to see your changes. So planning ahead is the best option.

1.Click on the WorkPlace for Outlook tab

2. Click the Edit & Share button to the right of the ribbon

3. Click the Edit Ribbon Bar menu item
4. Right-Click one of the existing ribbons and Insert a new Tab Set and give it a name
5. This will create a new tab for you to begin the construction of your ribbon bar.

6. Right-Click your new tab and insert a Group and give it a name, the group contains your buttons
7. Right-click your new group and insert a button and give it a name and enter a URL. This provides a click through for that button.
8. Right-click your new button and insert a menu item and give it a name and enter a URL. Do this if you wish to have multiple links under a button.
9. When complete, click the Save button and restart Microsoft Outlook to see your changes.
10. When the add-in is initially loaded, it doesn’t have the MOD specific Ribbon bars which must be loaded.

SHARING A RIBBON BAR

Ok, now you have created the world’s most productive ribbon bar and now you want to share it with your friends or others in your department? Simple! You need to Export it.
1. Click on the WorkPlace for Outlook tab

2. Click the Edit & Share button to the right of the ribbon

3. Click on the menu item Local Ribbon Files and then Export Ribbon Files. This will create a file that contains all the information in your ribbon bar.

4. You can now take that Exported file (< filename >.ribbon) and email that to your friends.

IMPORTING A RIBBON BAR

Ok, now you have created the world’s most productive ribbon bar and now you want to share it with your friends or others in your department? Simple! You need to Export it.
1. Click on the WorkPlace for Outlook tab

2. Click the Edit & Share button to the right of the ribbon

3. Click on the menu item Local Ribbon Files and then Import Ribbon Files. Browse to the file and load it into WorkPlace for Outlook.

4. You have the ability to review it first and can either make it Active or Delete it.

DEPARTMENT WIDE RIBBON BAR

Linked ribbon bar provides the opportunity for you to share your ribbon bar with others within your department or group. This allows everyone to share one ribbon file so everyone is working from the same ribbon. When updates get added to the ribbon file, you just upload that exported ribbon file to a central spot like a SharePoint document library or a file server everyone has access too.
1. Export your ribbon file as noted above.
2. Move that < filename >.ribbon to any central location that everyone will have access to. A SharePoint document library is a good place and you can put security on the file so no one changes the file. Also, any HTTP or FILE server location will work too.
3. Send out the link to that ribbon file for others to set up as a Linked Ribbon.

LINKING TO A RIBBON BAR

A Linked ribbon bars allows you to share your ribbon bar with others within your department or group. This is great for projects or department access to share tools and content. As the author, you have the ability to update this ribbon bar and everyone that is linked to it will get those updates automatically. Provide these steps to the people you wish to share this Linked ribbon bar with.
1. Start Microsoft Outlook 2010
2. Click on the WorkPlace for Outlook tab

3. Click the Edit & Share button to the right of the ribbon

4. Click on Linked Ribbon Files menu item and choose Edit Ribbon Bars

5. In the Linked Ribbons dialog, type in:
a.Ribbon Name:< enter a ribbon name >
b.Ribbon Location: For example ( http://sharepoint/mysite/sharedfiles/.ribbon )
c.Choose how often ribbon gets sync’d by setting the refresh days option.

6. Shutdown and restart Outlook. When you restart, you will notice the new tabs and ribbons within Outlook.
7. That’s it, the next time they start Outlook they will be sharing the same ribbon as everyone else in your group. Now that is making your team productive!