Setup of Outlook 2016 / 365 on Cloud

Description


NOTE:

Because System Five is a 32-bit application, it is recommended that the 32-bit version of Outlook be installed so that it will use the 32-bit Mapi (Messaging Application Program Interface).
If outlook is already installed, you can find out which version it is by clicking on File, Office Account and About Outlook.
 Alternately, if Outlook is running, you can open Task Manager, click the Processes tab, and in the Apps column you will see Microsoft Outlook and whether it is 32 or 64 bit.
 

Once Outlook has been installed, you will need to confirm that it is the default email program in Windows.
- open Control Panel
- Click on Default Programs
- Click Set Your Default programs
- check that under the Email Icon it says Outlook. If it doesn't you will need to click on the mail icon and change it to Outlook.

 


In the setup wizard in System Five, you will need to open each user's profile and click on the internet tab, and the settings will be set to

 - Email through your email client
- Connect to Outlook via OLE Automation.


 


No other settings are required for this screen.

Next, you want to go to the POS Device Manager settings.

set it to use Remote Message Relay, and set the Remote Temporary Folder. Suggested folder is \\tsclient\C\Windward\TEMP\
You will likely need to create this folder on each workstation.

 


Also, make a note of the Group ID for the next step.



Install the Remote POS Device Manager

Download the installer for the Remote POS Device Manager from


http://windwardcloud.westus.cloudapp.azure.com/release/ 


Install it on the customer's local workstation.


Make a shortcut to it on the desktop.


copy that shortcut to the Startup Folder in Windows 10


 C:\ProgramData\Microsoft\Windows\Start Menu\Programs\StartUp\ 


 - Run the POS Device manager if it isn't already running.
- Click on the Remote Message Relay tab and type the Group ID into it.
- Put a checkmark into the Enable Remote Message Relay
- Log back into System Five On Cloud.
- Log into System Five, and within a few seconds, the Remote Message Relay should show as active.
- You can verify this by minimizing the cloud session and maximizing the remote POS Device Manager.


Create an invoice and you should now be able to send it via email from System Five on Cloud.


Steve Wind July 3/2019