Installing the Sophos Outlook add-in

Install the Sophos Outlook add-in to make it easier for your users to report suspicious messages.

To install the add-in, do as follows:

• Configure the add-in. See Configure the add-in.
• Download the XML manifest. See Download the XML manifest file.

• Deploy the add-in to users. See Deploy the Sophos Outlook add-in.

  Alternatively, see Microsoft's add-in deployment process.

Is my environment compatible with the add-in?

The add-in is available for the following environments:

• Microsoft Outlook for Windows and Mac.
• Microsoft Outlook on the web (formerly Outlook Web App).
• Microsoft Outlook for iOS and Android.
• Microsoft 365 (formerly Office 365) and Exchange.

Configure the add-in

Before deploying the add-in to users, you must set up one or more mailboxes where reports of suspicious messages are delivered.

To add a mailbox, do as follows:

1. Go to My Products > Phish Threat > Settings > Report Message Add-in for Outlook.
2. Click Add mailbox to add a new mailbox.

Download the XML manifest file

When you've configured the mailboxes, you must download the XML manifest file.

To download the manifest file, do as follows:

1. Go to My Products > Phish Threat > Settings > Report Message Add-in for Outlook.
2. Click the Download XML Manifest link.
3. Save this file in a location where you can access it during the deployment step.

Deploy the Sophos Outlook add-in

To deploy the Sophos Outlook add-in, do as follows:

1. Sign in to Office 365 Admin Center.
2. Click Settings > Integrated Apps.
3. Click Upload custom apps.

4. On the Upload Apps to deploy page, do as follows:

   1. Under App type, select Office Add-in.
   2. In Choose how to upload app, select Upload manifest file (.xml) from device, then click Choose File.

   3. Search for the SophosOutlookAddinManifest.xml manifest file, then click Open.

      You'll see the Manifest file validated confirmation.

   4. Click Next.

5. On the Add users page, do as follows:

   1. In Is this a test deployment, select No if it's not.
   2. In Assign users, select Just me, Entire organization, or Specific users/group.
   3. Click Next.

6. On the Accept permissions requests page, click Accept permissions.

7. On the Permission requested page, click Accept to accept additional permissions for the Sophos Outlook Add-in.
8. Click Next.

9. On the Review and finish deployment page, click Finish Deployment.

   You'll see a confirmation that the deployment is complete.

10. Click Done.

    You'll see the add-in under the Deployed apps tab on the Integrated apps page.

Microsoft's add-in deployment process

You can use Microsoft's add-in deployment process for deploying the add-in.

To deploy the add-in, do as follows:

1. Test whether users can install the add-in. To do this, follow the instructions in Sideloading installation instructions.

   Sideloading is recommended for proof of concept and testing purposes only. It refers to the process of installing the add-in for a user.

2. Check if Office 365 centralized deployment of add-ins works in your environment. See Determine if centralized deployment of add-ins works for your organization.

3. When you're ready to begin centralized deployment of the add-in, follow the instructions in Deploy add-ins in the Microsoft 365 admin center.
4. Optional: For customers in an on-premise environment without a connection to Microsoft 365, use the Exchange Admin Center to install the add-in for your organization. For more information, see Exchange admin center in Exchange Server.

If the add-in won't install on endpoint computers or it doesn't appear in the list of available add-ins, you must install the latest Microsoft Office updates.