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Deploying Safeguard Send Core

This guide is for IT managers and administrators, because Safeguard Send Core requires that it be installed through Microsoft Admin Center. As a result, it cannot be installed directly into Outlook by end users.

Before deploying the add-in, it’s best to plan your deployment first – particularly if you are migrating from the desktop version of Safeguard Send. Our Deployment Best Practices Guide can help you plan your deployment whether you are migrating from a previous installation or installing to a brand new environment.

As an IT manager or admin, deploying an Outlook add-in can be a complex process, but it doesn’t have to be. In this article, we will examine the typical method to deploy an Outlook add-in using the Microsoft 365 Admin Center Integrated Apps feature, based on Safeguard Send Core.
In general, the only requirement to installing is making sure you have the manifest XML file (or the URL to it). You received the URL to the manifest when you purchased Safeguard Send Core.

Deploy Add-ins Using Microsoft 365 Admin Center Integrated Apps Feature

Step 1: Sign in to the Microsoft 365 Admin Center. Navigate to the Microsoft 365 admin center at https://admin.microsoft.com, and sign in with your admin credentials

Microsoft Admin Center
Step 2: Navigate to the Add-ins page. In the left pane, select Settings > Integrated apps. If you don’t see the Settings option in the left hand pane, instead select Show All. This will reveal all the available options, including Settings
Microsoft Admin Center Integrated Apps Area

Step 3: Click on Add-ins (the link at the top):

Integrated Apps - Addins
Step 4: Click the Deploy Add-In link, then click Next:
Microsoft Admin Center - Deploy Add-Ins

Step 5: Under the Deploy a custom add-in option, choose Upload custom apps:

Microsoft Admin Center - Deploy a new add-in

Then select the option “I have a URL for the manifest file” and paste in the URL. You can also choose to download the zip file, unzip the manifest.xml file and select that option if you prefer.

Note: Be sure to include the https:// in the URL field. At the time of this writing, even though the https:// is implied that it will be accepted, it will not and an error will occur.
Microsoft Admin Center - Supplying the URL for the add-in's manifest file
Step 6: Click Upload, then Assign Users (Everyone, Specific Users/Groups, or Just you) and also a Deployment Method (Fixed, Available, or Optional):
Microsoft Admin Center - Assign Users and decide on a deployment method
Step 7: Verify the installation. Taking into account the note below, verify that the add-in has been successfully installed by logging in to Outlook as one of the assigned users and sending an email outside your company (which is the default rule).

Note: that it can take up to 12 hours to see the add-in in Outlook after deploying so be patient. After that time, if you still don’t see the add-in please check this article about how to diagnose users not seeing add-ins.

See Also:

Safeguard Send Core Overview