Integrating OnBase with Outlook 2016 for Windows - Faculty and Staff

OnBase can be integrated with Microsoft Outlook 2016 in Windows. Note: To install the OnBase Outlook add-in, you must be:

• On campus connected to the Davidson network via a wired connection; or,
• On campus connected to the eduroam wireless networks; or,
• Off campus connected to the Davidson network via VPN.

Uninstall your current version of Microsoft Office

1. Exit/close Microsoft Outlook.
2. Click on the Windows Start button in the lower left corner of the Windows desktop.
3. Type control panel and Windows will automatically begin searching your hard drive.
4. In the search results, click on the Control Panel app.
5. On the Control Panel dialog box, look in the upper right corner and select Category from the View by drop-down menu.
6. Now that you are in Category view, select Uninstall a program in the Programs category.
7. Wait for a minute or so for the list to refresh, then uninstall the current version of Microsoft Office installed on your computer. On many Davidson computers, the version to uninstall will be named Microsoft Office 365 ProPlus.
8. Once Microsoft Office has been uninstalled, it is recommended that you restart your computer.

Install a specific version of Microsoft Office allowing OnBase Integration

1. When you have logged back into Windows, click on the Windows Start button in the lower left corner of the Windows desktop.
2. Type software center and Windows will automatically begin searching your hard drive.
3. In the search results, click on the Software Center app.
4. In the left panel, click on Applications.
5. Click on the large MS Office ProPlus 2016 for OnBase icon to launch the installation.
6. Once Microsoft Office has been installed, it is recommended that you restart your computer.

Install the OnBase Outlook 2016 integration

1. When you have logged back into Windows, click on the Windows Start button in the lower left corner of the Windows desktop.
2. Type software center and Windows will automatically begin searching your hard drive.
3. In the search results, click on the Software Center app.
4. In the left panel, click on Applications.
5. Click on the large OnBase Outlook 2016 Integration icon to launch the installation.
6. Click on the Install button.
7. Once installation is complete, it is recommended that you restart your computer.
8. Open Outlook and you will see the OnBase menu option.