How to install the Planner VSTO Outlook add-in – Helpdesk

This guide is for the regular Planner user who needs to install their Pronestor Outlook add-in when they start using Planner.

Table of content

Requirements
How to download the Pronestor Outlook add-in
How to install the Pronestor Outlook add-in
How to log into the Pronestor Outlook add-in

Requirements

You need to have a Planner user.
You need to know your outlook version. This guide can help with that: How to see your Outlook version
Note, the Outlook version on a Mac is different than the Outlook version on a Windows. We do not have an add-in for the locally installed Outlook version on a Mac
Your Sign In Workspace (SiW) administrator has to have enabled the Outlook installationfiles. See this guide on How-to-enable-the-installationfile-available-for-users

IMPORTANT

The Pronestor Outlook Add-in is by default configured to auto-update when new versions are available.
This option requires the specific folder "%programfiles%\proNestor\Outlook add-in for Pronestor" to be configured with full control permissions on NTFS.
By default SiW sets this permissions upon installation.
If you do not want to allow the add-in to auto update - we recommend removing this permission.
You can do this via File Explorer or by using the attached Powershell script attached to this article

Please note that when disabling the auto update of the add-in, it is required that the add-in is updated when the Planner solution is updated. This can be done using SCCM or similar. The add-in version must always follow the Planner version as a version mismatch could result in corrupted data.

Please see attached powershell script for an example on how to set permissions

How to download the Pronestor Outlook add-in

Open Planner in a browser
Log in
Click "My Settings"
- If you don't have the "My Settings" it's because your browser is too slim. You will have this button instead
Click it, and then the "My Settings" button will appear
Scroll to the buttom and download the Outlook installer that matches your setup.
If there aren't any installers, then please contact your SiW administrator and refer them to this guide so they can enable them https://helpdesk.pronestor.com/hc/en-us/articles/360036145371-Pronestor-Planner-Outlook-add-in-How-to-enable-the-installationfile-available-for-users