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TeamViewer App for Outlook Documentation

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TeamViewer

App for Outlook

Documentation

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Content

1

Installation ... 3

1.1

Option 1 - Installation for own use ... 3

1.1.1 Use of Outlook Client and Exchange online... 3

1.1.2 Use of Outlook in Office 365 with Exchange online ... 3

1.1.3 Use of Outlook Client and Exchange Server 2013 ... 4

1.1.4 Use of Outlook in Office 365 and Exchange Server 2013 ... 5

1.2

Option 2 - Installation for a whole organization ... 5

1.2.1 Use of Outlook Client or Outlook in Office 365 and Exchange online ... 5

1.2.2 Use of Outlook Client and Exchange Server 2013 ... 7

1.2.3 Use of Outlook in Office 365 and Exchange Server 2013 ... 7

2

Using the app ... 8

2.1

First use ... 8

2.2

Features ... 10

2.2.1 Chat ... 10

2.2.2 Video Call ... 11

2.2.3 Remote control session ... 11

2.2.4 Presentation ... 12

2.2.5 Add someone to your Computers & Contacts List ... 12

2.3

Disconnect ... 13

3

Licensing ... 14

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File & Manage Apps

Sign in to Office 365

Sign in to Office 365

1 Installation

Depending on your Outlook setup, there are different ways to install the TeamViewer App for Outlook which will be explained in this section.

1.1

Option 1 - Installation for own use

1.1.1

Use of Outlook Client and Exchange online

1. Select “File” and then got to “Manage Apps”

2. Sign in to your Office 365 account

3. Please follow all steps from step 4 onwards in section 1.1.2

1.1.2

Use of Outlook in Office 365 with Exchange online

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Installation

Select Outlook

Personal settings & Manage apps

Add an app

Search for TeamViewer

Add the TeamViewer App for Outlook

File & Manage Apps

2. Open Outlook online

3. Open your personal settings in the upper right corner and select “Manage apps”

4. Select the plus sign (+) and choose “Add from the Office Store”

5. Search for TeamViewer

6. Select the TeamViewer app and add it

1.1.3

Use of Outlook Client and Exchange Server 2013

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Exchange Admin Center

Sign in to Office 365

Sign in to the Outlook Web App

2. Sign in to the Outlook Web App

3. Please follow all steps from step 4 onwards in section 1.1.2

1.1.4

Use of Outlook in Office 365 and Exchange Server 2013

Prerequisite: For using this combination an Exchange Server 2013 Hybrid Deployment is necessary. For more details

please go to https://technet.microsoft.com/en-US/library/jj200581

1. Please follow all steps from section 1.1.2

1.2

Option 2 - Installation for a whole organization

1.2.1

Use of Outlook Client or Outlook in Office 365 and Exchange online

Note: Installation for a whole organization requires administrator rights for the Exchange Online Server.

1. Open the Exchange Admin Center (https://outlook.office365.com/ecp/)

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Installation

Select “organization” and “apps”

Add an app from the office store

Search for TeamViewer

Add the app

Install the app for the whole organization

3. Select ”Organization” on the left navigation bar and click on the tab “Apps”

4. Click the plus sign (+) and select ”Add from Office Store“

5. Search for TeamViewer

6. Select the TeamViewer app and add it.

7. Double click on the TeamViewer app to open the app settings. Make this app available to all users in your organization and specify user defaults.

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Open the Exchange Administrative Center

Sign in to the Exchange Admin Center

1.2.2

Use of Outlook Client and Exchange Server 2013

Prerequisite: In order to set this up the administrator needs their own user account. Create a new user account for

yourself: Go to “recipients” in the Exchange Admin Center, select “mailboxes”, click on the plus symbol (+), go to “User mailbox” and create a new account.

1. Open the Exchange Administrative Center from your lo-cal server

2. Sign in to the Exchange Admin Center

3. To continue the installation go to 1.2.1 and follow all steps from step 3 onwards

Note: Installations for a whole organization requires administrator rights for the Exchange Server 2013.

1.2.3

Use of Outlook in Office 365 and Exchange Server 2013

Note: Installation for a whole organization requires administrator rights for the Exchange Server 2013

Prerequisite: For using this combination an Exchange Server 2013 Hybrid Deployment is necessary. For more details

please go to the following link: https://technet.microsoft.com/en-US/library/jj200581

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Using the app

Use of the Outlook client or the online version

2 Using the app

2.1

First use

1. Click on the TeamViewer app

2. During the first use of the TeamViewer app you need to connect to your TeamViewer account once

Note: If the Sign-in window should not open your pop-up blocker may be enabled. To use the TeamViewer App please

disable the pop-up blocker.

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Sign in to your TeamViewer account

Allowpermissions

3. To do so you need to sign in

4. Allow permission for your Computers & Contacts List that the app can view entries and add new contacts as well as for Group Management in case you want to add someone and your TeamViewer account has no groups.

You are all set up and ready to use the TeamViewer features as described in section

2.2.

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Using the app

TeamViewer app functions

TeamViewer Chat

TeamViewer App for Outlook

2.2

Features

The TeamViewer App allows users of Outlook to quickly connect with others using TeamViewer. Outlook users can see which other participants of an email conversation are online in TeamViewer and reach them by a single click.

Available features:

 Start a chat

 Start a video call

 Start a remote control session

 Start a screen sharing session If a participant of an email conversation is not in the Computers & Contacts List you can add this person by clicking the ”Add” button.

Note: When opening a feature your browser may ask you for permission to open the TeamViewer client. In order for

the app to work correctly, this permission must be granted.

2.2.1

Chat

Open a chat by clicking the speech balloon icon and write messages to your colleagues, friends, family members and others.

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TeamViewer Video Call

TeamViewer Remote control session

2.2.2

Video Call

Start a video call by clicking on the camera button. See and talk to other participants of an email conversation directly after you received the email and discuss the email subject. You can also add more people to the video call by clicking on plus (+).

2.2.3

Remote control session

Start a remote control session to provide spontaneous support or let your colleague demonstrate something to you. You will see the desktop of the other person, you can navigate – it is just like if you would sit in front of your own computer.

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Using the app

TeamViewer Presentation

Add a person to Computers & Contacts List

A person has no TeamViewer account

2.2.4

Presentation

Share your screen by clicking on the monitor symbol. The others will see your desktop and you can explain and show your screen easily. Take your discussion to a more efficient level by demonstrating what you mean instead of writing email after email.

2.2.5

Add someone to your Computers & Contacts List

Add a participant of an email conversation to your TeamViewer Computer & Contacts List. You will see the person appearing in your Computer & Contacts List.

In case you get the message “Account not found” after adding a participant of an email conversation it means that this person does not have a TeamViewer account.

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Apps & Details

Management Console

Edit TeamViewer profile

Disconnect the app

Save new settings

2.3

Disconnect

This section explains how to disconnect the TeamViewer App. By disconnecting, the TeamViewer App will lose access to your account and will need to be reconnected before it can be used again.

1. Open the TeamViewer Management Console and sign in.

2. Click on your name in the right upper corner and select “Edit profile”

3. Select the option “Apps”. Search for the TeamViewer App and click “Details”

4. Click “Revoke access” in the lower left corner. Confirm by clicking the “Delete” button

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Licensing

3 Licensing

For a commercial use of the TeamViewer App for Outlook a TeamViewer 10 license is required. The TeamViewer App for Outlook is free for personal use.

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4 Requirements

The TeamViewer app is available for Windows and Mac OSX and requires Outlook 2013 or later or Outlook Online on the client side and Exchange server 2013 or later or Exchange online on the server side.

Using the app for the desktop version of Outlook requires an Internet Explorer 9 or above.

Using the app for the Outlook web client requires either Firefox (latest version), Chrome (latest version), Opera (latest version), Safari (latest version) or Internet Explorer (version 9 or above).

For the use of the TeamViewer App the TeamViewer client needs to be installed on your computer.

The TeamViewer app requires TeamViewer 10 to use all features properly. If another version is installed a download for TeamViewer 10 will be provided.

References

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