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Setting Up the Workfront Add-In for Outlook

 

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You must add the Workfront add-in to your Outlook account before you can use Workfront with Outlook.

If you are unable to install the Workfront add-in with your Outlook account, contact your system administrator to ensure that Outlook add-ins are enabled for your organization.
For information about how to enable the Outlook integration for your organization, see "Enabling the Workfront Outlook Add-In for Your System."

The following sections describe how to set up and configure the Workfront add-in for Outlook:

Understanding the Workfront Add-In for Outlook

The Workfront Outlook add-in gives you access to the following key Workfront features, directly from Outlook:

System Requirements

The following applications are available: 

  • Outlook on the Web: The Workfront add-in is available when using Outlook from a web browser either on a desktop or mobile device. This functionality is also available when using the Outlook Web App.
  • Outlook Desktop Application: The Workfront add-in is available when using the Windows and Mac desktop versions of Outlook included with the Office package.

The Workfront add-in for Outlook is supported in environments that meet the following requirements: 

Client Requirements

We support the following versions of Outlook: 

  • Outlook 2013 and 2016 for Windows
  • Outlook 2016 for Mac
  • Outlook on the web for Exchange 2016 and Office 365
  • Outlook Web Access for Exchange 2013
  • Outlook.com

You must be connected to an Exchange Server or Office 365 using a direct connection.

When configuring the client, the user must select one of the following account types:

  • Exchange
  • Office 365
  • Outlook.com
    If the client is configured to connect with POP3 or IMAP, the Workfront add-in does not load.

Mail Server Requirements

The mail server requirements are met by default when you connect to Office 365 or Outlook.com. However, if you are connected to an on-premise installation of Exchange Server, the following requirements apply:

  • We support Exchange 2016 On-Premise 
  • Exchange Web Services (EWS) must be enabled and must be exposed to the internet. 
  • The server must have a valid authentication certificate in order for the server to issue valid identity tokens. New installations of Exchange Server include a default authentication certificate.
    For more information, see "Digital certificates and encryption in Exchange 2016" and "Set-AuthConfig."
  • In order to access the Workfront add-in from the Office Store, your client access servers must be able to communicate with https://store.office.com.

For more detailed information about supported environments, see the Microsoft Office 365 home page.

Installing the Add-In

For more information about setting up the Workfront add-in for Outlook, see "Workfront - Collaborative Work Management."

Workfront for Outlook 365

  1. In Outlook 365, click the Settings icon in the upper-right corner of the Office 365 interface, then click Manage add-ins.
    outlook_365_settings.png
  2. In the Search add-ins box, search for Workfront then press Enter. 
  3. Click Add
    The add-in is added to your Outlook 365. 

Workfront for Outlook on the Web

  1. From inside any email message on Outlook, expand the down-pointing arrow in the upper right corner.
  2. Click Get Add-ins.
  3. Search for Workfront in the Search add-ins field then press Enter.
    workfront_for_outlook_on_the_web.png
  4. When it appears on the list, click Add.
    The add-in is added to your Outlook on the web. 

Workfront for Outlook on Windows or Mac

  1. Click Home>Store on the ribbon.
  2. Search for Workfront in the Search field, then press Enter.
    o365_addin_search.png
  3. Click the toggle to enable the Workfront add-in.
    The Workfront add-in is now installed and ready to use. 

Logging In to Workfront from Outlook

If your organization is using SAML 2.0 as the single sign-on (SSO) solution, follow the steps in "Logging In to Workfront within Outlook with SAML 2.0."

To log in to Workfront within Outlook when no SSO solution is being used, or when using a SSO solution besides SAML 2.0:

  1. In Outlook, select an email message, then click the Workfront icon in the email header.
    The Workfront login dialog is displayed.
    log_in_to_workfront_from_outlook_web.png
  2. In the Workfront login screen, specify the following information:
    • Username: Specify the same user name you use when accessing Workfront on the web.
    • Password: Specify the same password you use when accessing Workfront on the web.
    • URL: Specify the URL where you access Workfront on the web.
  3. Click Log In.

Logging In to Workfront from Outlook with SAML 2.0

If your organization is using SAML 2.0 authentication and you do not know your Workfront credentials, you can log in directly to Workfront within Outlook without entering your login credentials for Workfront. In this case, you would be using your SAML 2.0 credentials. 

Before users can log in to the Workfront add-in as described in this section, the system administrator must first enable Office 365 add-ins to authenticate using a SAML 2.0 solution, see "Enabling Outlook for Office to Be Used with Workfront and SAML 2.0" in "Configuring Workfront with SAML 2.0."

To log in to Workfront from Outlook using SAML 2.0 credentials:

  1. In Outlook, select an email message, then click the Workfront icon in the email header.
    The Workfront login dialog is displayed.
    log_in_to_workfront_from_outlook_web.png
  2. Click Use SAML to Log In.
  3. In the URL field, specify the URL where you access Workfront on the web.
  4. Click Continue.
    Follow the login protocol of your SAML portal to log in to Workfront. 

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This links to Enabling the Workfront Outlook Add-In for Your System

This article last updated on 2018-06-28 14:32:50 UTC