{"id":105292,"date":"2023-02-21T14:23:24","date_gmt":"2023-02-21T14:23:24","guid":{"rendered":"https:\/\/www.sperrysoftware.com\/Email-Tools\/?page_id=105292"},"modified":"2026-03-31T07:26:44","modified_gmt":"2026-03-31T07:26:44","slug":"deploying-safeguard-send-for-microsoft-365","status":"publish","type":"page","link":"https:\/\/www.sperrysoftware.com\/Email-Tools\/deploying-safeguard-send-for-microsoft-365\/","title":{"rendered":"Deploying Safeguard Send for Microsoft 365"},"content":{"rendered":"\t\t
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Deploying Safeguard Send for Microsoft 365<\/span> <\/h1> <\/div>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t
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This guide is for IT managers and administrators.\u00a0 If you wish to install the add-in as an individual user directly into Outlook,\u00a0please reference this article<\/a>.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Before deploying the add-in, it\u2019s best to\u00a0plan your deployment first<\/em>\u00a0\u2013 particularly if you are migrating from the desktop version of Safeguard Send.\u00a0 Our\u00a0Deployment Best Practices Guide<\/a>\u00a0can help you plan your deployment whether you are migrating from a previous installation or installing to a brand new environment.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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As an IT manager or admin, deploying an Outlook add-in can be a complex process, but it doesn\u2019t have to be. In this article, we will provide two methods to deploy an Outlook add-in, based on the\u00a0Safeguard Send add-in for Microsoft 365<\/a>. The first method is using the Microsoft 365 Admin Center Integrated Apps feature, and the second method is using the Exchange Admin Center.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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In general, using the\u00a0Microsoft 365 Admin Center<\/a>\u00a0is the recommended approach because it is more modern, and supports rolling out to individuals, groups or an entire tenant all at once.\u00a0 By contrast, the\u00a0Exchange Admin Center<\/a>\u00a0only allows you to deploy to all users in your organization.\u00a0 However, it also has the ability to make it optional or mandatory, and can be an initial state of disabled by default or enabled by default similar to the Microsoft Admin Center.\u00a0 To\u00a0deploy add-ins using the Exchange Admin Center, please follow these instructions<\/a>\u00a0instead.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Deploy Add-ins Using Microsoft 365 Admin Center Integrated Apps Feature<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Step 1: Sign in to the Microsoft 365 Admin Center. Navigate to the Microsoft 365 admin center at\u00a0https:\/\/admin.microsoft.com<\/a>, and sign in with your admin credentials<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Step 2: Navigate to the Add-ins page. In the left pane, select Settings > Integrated apps.\u00a0 If you don\u2019t see the Settings option in the left hand pane, instead select Show All.\u00a0 This will reveal all the available options, including Settings<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Step 3: Click on Add-ins (the link at the top):<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Step 4: Click the Deploy Add-In link, then click Next:<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Step 5: Under the Deploy a custom add-in option, choose Upload custom apps<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Then select the option \u201cI have a URL for the manifest file\u201d and paste in the URL found in\u00a0your dashboard account<\/a>\u00a0(under the Learn link at the top of the page).\u00a0 You can also choose to download the zip file, unzip the manifest.xml file and select that option if you prefer.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Note: Be sure\u00a0to include the https:\/\/<\/em>\u00a0in the URL field.\u00a0 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.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t

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Step 6: Click Upload, then Assign Users (Everyone, Specific Users\/Groups, or Just you) and also a Deployment Method (Fixed, Available, or Optional)<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Step 7: Verify the installation. 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, even without having ever logged into your\u00a0dashboard<\/a>).<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Note that it can take up to 12 hours to see the add-in in Outlook after deploying so be patient.\u00a0After that time, if you still don\u2019t see the add-in please check this article about\u00a0how to diagnose users not seeing add-ins<\/a>.<\/p>\t\t\t\t\t\t\t<\/div>\r\n\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

Deploying Safeguard Send for Microsoft 365 This guide is for IT managers and administrators.\u00a0 If you wish to install the…<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-105292","page","type-page","status-publish"],"_links":{"self":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/105292","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/comments?post=105292"}],"version-history":[{"count":6,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/105292\/revisions"}],"predecessor-version":[{"id":123514,"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/pages\/105292\/revisions\/123514"}],"wp:attachment":[{"href":"https:\/\/www.sperrysoftware.com\/Email-Tools\/wp-json\/wp\/v2\/media?parent=105292"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}