Configure the Cherwell Outlook Add-In
Configure the Cherwell Outlook Add-In after it has been installed in Microsoft Outlook. Configuration tasks include connecting to the CSM database, providing login credentials, setting up auto-linking for incoming emails, and more.
To configure the Cherwell Outlook Add-In:
- Select Not Connected from the Cherwell Group in the Outlook ribbon.
If the Add-In has never been used before, a window opens stating that the connection is not configured.
Note: If the Cherwell Outlook Add-In has been used before, the button may show Connected. In this case, select Connected. A window opens with CSM connection and login information, and the ability to edit the configuration. - Select Configure.
- Check the Enable Cherwell Integration check box to enable the Cherwell Outlook Add-In.
- Select Configure to select a CSM connection to use.
- Specify connection and login information for the
CSM connection that the
Cherwell Outlook Add-In will use:
- Select the ellipses button and select the appropriate CSM database connection.
Note: If there is only one connection, then select this connection.
- Provide the login credentials.
- Windows Authentication: The Cherwell Outlook Add-In uses Windows authentication to
connect to CSM. Note: In order to use Windows Credentials, Windows or LDAP must be enabled in CSM Administrator (that is, Windows and/or LDAP must be supported login modes ( .
- User ID and Password: The Cherwell Outlook Add-In uses CSM credentials to connect to CSM, and then provide the User ID and password.
- Windows Authentication: The Cherwell Outlook Add-In uses Windows authentication to
connect to CSM.
- Select Test to verify that the Outlook Add-In can connect to
CSM.
The name of the CSM connection now appears in the Cherwell Options window next to the Connection button.
- Select the ellipses button and select the appropriate CSM database connection.
- Define the remaining options for the
Cherwell Outlook Add-In:
- Outlook Configuration: Select the
appropriate Outlook Integration Configuration that was configured in
CSM Administrator.
Note: A default Outlook Integration Configuration might have been automatically set. Depending on the security rights, select a configuration other than the default.
- Auto-Link Incoming E-mails: Automatically associates
incoming e-mails from a monitored folder with a Business Object Record (a Journal - Mail
History Record is created). Note: This option is only available if Users are allowed to override auto-link settings, configured in CSM Administrator (General settings for OutlookIntegration Configurations). It only enables processing of e-mails as they arrive in a monitored folder. If currently existing e-mails should be processed and automatically linked, select the Rescan Items options in Outlook's explorer UI.
- Auto-Link Outgoing Reply/Forward: Automatically associates outgoing replies or forwards of linked e-mails with the same Business Object Record to which the original e-mail is linked.
- Always Default to Non-Final Only Candidates: The Cherwell Outlook Add-In always lists only non-closed Business Object Records as potential link items.
- Folders to Monitor: Click the
Ellipses button, select the folders to monitor (example:
Inbox), and then select OK.
The Cherwell Group in the Outlook ribbon (Home tab) shows connected. Users can begin using the Cherwell Outlook Add-In.
- Outlook Configuration: Select the
appropriate Outlook Integration Configuration that was configured in
CSM Administrator.