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Get the SourceForge newsletter. JavaScript is required for this form. Click "Run" to proceed with the installation. On the Welcome step of the setup wizard, click "Next" to proceed with the installation process. A warning message will display indicating that this version of the plug-in is only available for use with Sugar 7. Do not proceed with the installation if you are using a version of Sugar that is lower than 7. Otherwise, click "Next" to proceed.
On the Select Installation Folder step, leave the installation directory set to the default path, select "Just me", and click "Next". On the Confirm Installation step, click "Next" to start the installation on your computer. Once the installation has completed successfully, click "Close" to exit. Finally, open up your Outlook mail client and confirm that the Sugar options e. Installing via Command Line Use the following steps to install the Sugar Plug-in for Outlook via the command line: Download the appropriate installation file to your desktop.
Launch the DOS command window and navigate to the unzipped installation directory. Connecting Sugar Plug-in for Outlook After installing the plug-in, you will need to configure the Outlook Plug-in to connect to your Sugar instance so that they can communicate with each other. If you have entered a valid Sugar URL, a login dialog box will appear.
Enter your Sugar username and password then click "OK". If the connection is successful, you will see a success message. In the login window that appears, enter your Sugar username and password then click "Log In". A user consent window will appear requesting access to your Sugar account. Click "Allow Access" to grant access for the connection to occur.
In the login window that appears, enter your LDAP or identity provider e. Okta login credentials then click "Log In" or "Sign In". NET Framework 4. However, if you do not have the necessary Visual Studio Runtime library VSTOR , then the library can be installed from the Sugar Plug-in for Outlook installation file using the following steps: Navigate to the folder where the Sugar Plug-in for Outlook file is unzipped.
Next, click "Extract All" in the dialog box. Troubleshooting Installation The following sections cover steps you can take to troubleshoot installation issues with the Sugar Plug-in for Outlook. Updating the Required Libraries If you have trouble with the Sugar Plug-in installing properly, your computer may have outdated versions of the required libraries installed. Re-run setup. Enabling the Installation Logger If installation problems arise, an administrator user of the machine where the plug-in is being installed can enable detailed logging to capture installation data into a log file.
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