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How to set up Actionspace add-on for Outlook

To set up Actionspace add-on for Outlook:

  1. Open Actionspace tab in Outlook menu.
  2. Click Settings. Actionspace add-on settings window will pop-up.
  3. In the Server field, enter the link to Actionspace server. 
  4. In the Authentication field, select the verification method to be used for server authentication:
    Custom - when using a login other than Windows Active Directory login (e.g., authorization via e-mail),
    Windows - when using Windows username and password for authentication. 
  5. If you want to use credentials alternative to those you are currently using, check Use Alternative Credentials box and enter an alternative username and password.
  6. By default, the Company field is filled with a company name entered when you registered. If you need to change the company name, check the box to the left of the field and then select the desired name in the drop-down list. 
  7. To test the connection to the specified server and perform authentication based on the specified user credentials, click Test Connection. If verification or authorization error occurred, the user will get an error message: "Unable to connect with the server. Please verify the server address, username, and password.In case of authorization error, the user will receive the message: "This user is not registered in Actionspace. Contact your system administrator." 
  8. To enable logging Actionspace tasks in your journal, check Turn on Logging box and specify the path to the log file.
  9. Click OK.

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