How to Setup and Configure PSAN Outlook Addin

Summary

This document explains how to install the PSAN Outlook Addin on a computer. The PSAN Outlook Addin enables transfer of resumes from incoming mail to the RBox database.

Note- It is recommended that you Exit from Outlook before you start your installation for a smooth setup.

1 Process
Carry out the following steps to install RBox client tools on a machine:

1.0 Launch the following URL “https://rbox.platinasoft.com/apdef-wx/clientsetups/clientsetups.htm"

1.1 In the launched page click on “SPOutlookAddin81.zip” link to start your download.

1.2 Download the zip file on your desktop/disk by clicking on filename and unzip it.

1.3 Run SETUP.EXE from the unzipped Outlook Addin folder that you just downloaded.

The Setup may take a minute or two to start, please be patient.

1.5 “License Agreement” dialog will appear, click on “Accept”.

1.6 In the “User Information” dialog, provide your name and company details and click “Next”.

1.7 Setup will now start copying the application files with the progress being displayed as shown below:

1.8 During the Setup, the 'Replace Database and Files' dialog shown below will come up.

The dialog would ask you to select which Configuration and Client Data files to replace with the new ones.

a. Configuration files: They have the default option values for the working of the Addin, and can be safely replaced with the new ones. If you choose to replace any such a file, you will need to redo any option value changes which you may have done in the earlier file by hand.

b. Client Database file: This file stores the status and details related to messages transferred in the past. Replacing this file will cause the addin to loose the status related to your previous transfers, and you may loose some messages which may be in the intermediate stage of transfer. 

Note: Client Database file should be replaced only in the situation of a format change or data corruption.

Note that it is recommended that you click on OK on this dialog without selecting any checkbox to proceed with your installation.

1.9 Once setup is complete, the dialog shown below will come up.

Click OK to complete the setup.

1.10 Restart your computer.
Note that it is important that you do this. Otherwise, the Addin will not function properly.

2. Configuring the Outlook Addin

2.1 Launch Outlook and from the Menu Bar, select the Addins tab where you would see the PSAN Outlook Addin. Here, point to the ‘PSAN’ drop-down menu and select the ‘Login’ option.

2.2 In the Login dialog, you need to enter your PSAN Login ID and password. But before that, verify that your application account is correctly set in the option. To do this, click on the 'Advanced Options' button.

In the Advanced Options, you can see that the PSAN Server name is already set as “psan.platinasoft.com”.

From the PSAN Application drop down, select "RBox'' and click on Save.

In the Login dialog, enter your PSAN Id and Password and click on the ‘Login’ button.

2.3 Now again in the PSAN Addin bar, point to the ‘PSAN’ drop-down menu and select the ‘Configuration’ option. The ‘Resume Transfer’ dialog will come up.

2.4  In case you need to skip messages received from certain domains for resume transfer (e.g. mail from your clients, service providers, social media groups etc.) click on the ‘Message Copy’ tab.

Now, in the ‘Skip messages of other Domains’ section, in the “From: Contains” box, enter the comma-separated list of domains. If you’ve maintained the list of such domains in a text file then you can also copy the contents of that file and paste it in this field.

2.5  Click on the ‘Save’ button to save the settings. The PSAN Outlook Addin configuration is now complete.

3 Related Documents

3.1. Un-installing PSAN Outlook Addin: Explains how to un-install the PSAN Outlook Addin from a client machine.