U2U Email Snippets for Outlook 2007/2010 - Setup Instructions

 

Find the description of the Email Snippets here.


Downloading and Installing the U2U Email Snippet software

Remark: This software is for free, if it is used for personal or testing purposes; corporate users should register their copy (registration fee 10 EUR).




Important: As of version 1.5.0.0 U2U Email Snippets no longer uses ClickOnce technology. Versions earlier than 1.5.0.0 must be uninstalled manually. Version 1.7.0.0 does not allow storing snippets in the Cloud. This will be reintroduced in later versions.

Software Requirements

Important: U2U Email Snippets requires Microsoft Office Outlook 2007 or 2010 to be installed on the client machine. For storage U2U Email Snippets can make use of a server running SharePoint 2007 (Windows SharePoint Services v3.0 or Microsoft Office SharePoint Server 2007), SharePoint 2010, a SQL Server database, Windows Cloud Services or a local Microsoft Outlook data file. Microsoft Exchange Server is not required.

After downloading, you are ready to install the software. Double click the executable to open up the installation wizard and step through the first steps to download and extract the necessary files to complete the installation.
If an error should occurs while extracting or downloading the files it could be that the installation wizard cannot create a connection with the Microsoft site to download the required files.

When the error occurs you can download these file manually:

Installation Walkthrough

As part of the installation the necessary authenticode certificate is installed on the client machine. The U2U Software Certificate can be installed seperatelly by downloading the installation package found here.

Remark: If you are running Windows Vista on your machine and UAC (User Account Control) is active the dialog below (or very similar) may (fig. 1) appear during installation. Click "Allow" or "Continue" to allow the installation.

Installing U2U Email Snippets

Fig. 1: Click "Continue" to allow the installation


Step through the following installation steps:

Installing U2U Email Snippets

Fig. 2: Click "Run" to start the installationck "Run" to start the installation

Software requirements

If any of the prerequisites are not installed on the machine the following dialogs can be presented. Click 'Accept' or 'Install' on each dialog.

Installing U2U Email Snippets

Fig. 3: Click "Accept" to allow the installation of the .NET Framework

Installing U2U Email Snippets

Fig. 4: Click "Accept" to allow the installation of the VSTO 3.0 runtime

Installing U2U Email Snippets

Fig. 5: Click "Install" to allow the installation of the Office 2007 PIA's

Add-In

Installing U2U Email Snippets

Fig. 6: Start installing U2U Email Snippets

Installing U2U Email Snippets

Fig. 7: Accept the license agreement

Installing U2U Email Snippets

Fig. 8: Select an installation folder

Installing U2U Email Snippets

Fig. 9: Confirm installation

Installing U2U Email Snippets

Fig. 10: Installation progress

Installing U2U Email Snippets

Fig. 11: Installation succesfully completed

By downloading the U2U Email Snippets software you expressly understand and agree to our Disclaimer of warranties* here below.

Configuration (at start up)

When you start the Outlook add-in for the first time, an easy configuration panel will show up to ask you where the snippets can be found. Don't worry if you don't have a Snippet list, you can easily create a new list using the configuration panel.

You already have a snippet list

Using SharePoint as storage

If you already have a Snippet list on one of your SharePoint sites, the configuration tool will load them in the 'available lists' combobox after providing the URL and clicking on the 'GO' button.

Using email snippets for the first time

Fig. 12: Showing availble lists in combobox (SharePoint)

Remark: only lists with the required snippet columns, will be shown in the combobox.

Select the list that you want to use from the combobox and provide the credentials, loginname and password, needed to get the snippets from the list. You should at least have read rights. If you don't provide credentials, your windows credentials will be used.

If your list is not included in the combobox, check if your list contains following required columns:

  • 'Snippet Title' column as a single line of text field.
  • 'Snippet Text' column as an enhanced rich text field.

Using SQL Server as storage

If you already have a Snippet list in one of your SQL Server databases, the configuration tool will load them in the 'available lists' combobox after you provide the SQL Server Connection and open the 'Name of available lists' dropdown.

Using email snippets for the first time

Fig. 13: Showing availble lists in combobox (SQL Server)

Remark: To specify the SQL Server database to use click the '...' button.

Using email snippets for the first time

Fig. 14: Specifiing the SQL Server database connection.

Select the SQL Server and database from where you want to retrieve the snippets lists. If no lists are shown in the combobox or you get an authorization or any another SQL Server exception, make sure that:
  • The tables 'u2u_EmailSnippets_Lists','u2u_EmailSnippets_Snippets' and 'u2u_EmailSnippets_SnippetTexts' exist in the selected database.
  • The procedures 'u2u_EmailSnippets_CreateSnippet','u2u_EmailSnippets_CreateSnippetList','u2u_EmailSnippets_DeleteSnippet',
    'u2u_EmailSnippet_GetSnippet','u2u_EmailSnippet_GetSnippetList','u2u_EmailSnippet_GetSnippetLists','u2u_EmailSnippet_GetSnippets',
    'u2u_EmailSnippet_IsFolderEmpty' and 'u2u_EmailSnippet_UpdateSnippet'
    exist in the selected database.
  • You have EXECUTE permissions on all the above procedures.
Note: The tables and procedures are automaticaly created the first time a new snippet list is created.

Using Windows Cloud Services

After providing username and password, the configuration tool will look in the Microsoft Cloud if there are usable lists available. If there are, you can select one from the 'available lists' combobox.

Using email snippets for the first time

Fig. 15: Showing availble lists in combobox (Windows Cloud Services)

Using local Outlook data file as storage

If you already have a Snippet list in one of your Outlook data files, the configuration tool will load them in the 'available lists' combobox after you provide the data file name ('Outlook Store') and open the 'Name of available lists' dropdown.

Using email snippets for the first time

Fig. 16: Showing availble lists in combobox (Outlook)

Remark: If a data file is not shown make sure you have provided the necessary credentials when starting Outlook.



Creating a new U2U Email Snippet list

Using SharePoint as storage

If you don't have a Snippet List created yet or you want to make sure that the list has the required columns, you can use the 'Create new List' button. This wil show a dialog box where you provide the name of the list that you want to create and if you want to add some demo snippets.

After adding the credentials, make sure that you can create a new list on the site, click the 'Create' button.

Using email snippets for the first time

Fig. 17: Click the Create button to create a new Snippet list

Provide a name for your list and you can ask the configuration tool to add some demo snippets to give you a starting point. From time to time U2U will add some demo snippets to the list, you can always upload them by clicking on the 'Demo Snippets' button in the configuration tool.

Creating a new list

Fig. 18: Provide a name for the list and credentials

Creating a new list

Fig. 19: List successfully created

Remark: To successfully install the complete application, you need specific user rights on your SharePoint server. If the installation fails because of limited user rights, please see your administrator.


Using SQL Server as storage

If you don't have a Snippet List created yet, you can use the 'Create new List' button. This wil show a dialog box where you provide the name of the list that you want to create and if you want to add some demo snippets.

If this is the first time you use the specified database as storage make sure that you have the rights to create tables and procedures in that database, (see remarks below) then click the 'Create' button.

Using email snippets for the first time

Fig. 20: Click the Create button to create a new Snippet list

Provide a name for your list and you can ask the configuration tool to add some demo snippets to give you a starting point.

Creating a new list

Fig. 21: Provide a name for the list

Creating a new list

Fig. 22: List successfully created

Remark: To successfully install the complete application, you need specific user rights on your SQL Server server (to create tables and stored procedures). If the installation fails because of limited user rights, please see your administrator.


Using Windows Cloud Services as storage

If you don't have an available list created in the Cloud, you can easily create one with the configuration tool.

Remark: Before you can create lists in the cloud you need to ask Microsoft for a Username and a password.

After passing your credentials you can click on the "Create New List" button.

Using email snippets for the first time

Fig. 23: Click the Create button to create a new Snippet list in the cloud

Provide a name for your list and optionally you can add some demo snippets to the list to get you started.

Creating a new list

Fig. 24: Provide a name for the list

The snippets configuration tool will store all snippets in the cloud, but if you want, you can have it synchronized to any other PC.
This will make the snippets offline available everywhere you want, so if you don't have a connection to your intranet, no worries, the tool will find the snippets in the cloud.

Another possibility is that you have the snippets at your work pc and on your home pc. To enable this, you need to click the "Map to devices..." button. This dialog box will list all the possible devices. Remark: You need to have Mesh installed on the device before you will see it in the listbox.

Map devices

Fig. 25: Map other devices

Now you can select another device. on fig. 26 you see that I can map my U2U PC with my PC at home (Peter-PC).

Map devices

Fig. 26: Map with my device at home

If you want to share this list with other people, you can invite them to the snippet list by clicking on ""

  • Full
  • Author
  • Reader
  • Writer

You can add new people manually or you can have a look at your existing contacts by clicking on the "Contacts" button.

Map devices

Fig. 27: Invite members by clicking on the Contacts button

Map devices

Fig. 28: Select members and send them an invitation


Using local Outlook data file as storage

If you don't have a Snippet List created yet, you can use the 'Create new List' button. This wil show a dialog box where you provide the name of the list that you want to create and if you want to add some demo snippets.

Click the 'Create' button to create the list.

Using email snippets for the first time

Fig. 29: Click the Create button to create a new Snippet list

Provide a name for your list and you can ask the configuration tool to add some demo snippets to give you a starting point.

Creating a new list

Fig. 30: Provide a name for the list

Creating a new list

Fig. 31: List successfully created


Configuration

At anytime you can open the configuration tool, by clicking on the settings button, to select another list or add demo snippets to your existing list. Click here to learn how you can create a new list.

The U2U Email Snippets Add-in for Microsoft Office can also be used offline as the email snippets are cached on the local computer. When connecting again to the corporate network the U2U Email Snippets add-in automatically synchronizes the local cache with the central Microsoft Office SharePoint list, SQL Server database or the Outlook data file (depending on the storage used).

Need more info?

Please, send an email to software@u2u.net for more information about the U2U Email Snippets. We will reply as soon as possible. Please do not call us: no assistance by telephone will be given at U2U.

* Disclaimer of warranties

You expressly understand and agree that:
a) Your use of the software is at your sole risk. The software is provided on an “as is” basis and without warranty of any kind. To the maximum extent permitted by law, U2U nv/sa and U2U Consult nv/sa expressly disclaim all warranties and conditions of any kind, whether express or implied, including, but not limited to the implied warranties and conditions of merchantability, fitness for a particular purpose and non-infringement.
b) U2U nv/sa and U2U Consult nv/sa make no warranty (I) that the software will meet your requirements, (II) that the software will be error-free of bug-free, (III) regarding the security, reliability, timeliness, or performance of the software, and (IV) that any errors in the software will be corrected.
c) Any content of material downloaded or otherwise obtained through the use of the software is done at your own discretion and risk and you will be solely responsible for any damage tot your computer system of other device or loss of data that results from download of any such content or material.
d) None of the software is intended for use in the operation of nuclear facilities, life support systems, emergency communications, aircraft navigation or communication systems, air traffic control systems, or any other such activities in which case the failure of the software could lead to death, personal injury, or severe physical or environmental damage.
e) No advice or information, whether oral or written, obtained by you from U2U nv/sa and U2U Consult nv/sa or any third party or through the software shall create any warranty not expressly stated in these terms and conditions.
You expressly understand and agree that U2U nv/sa and U2U Consult nv/sa shall not be liable to you for any direct, indirect, incidental, special, consequential or exemplary damages, including but not limited to, damages for loss of profits, goodwill, use, data or other intangible losses(even if U2U nv/sa and U2U Consult nv/sa or its licensors have been advised of the possibility of such damages) resulting from: (I) the use or the inability to use the software or to access content or data; (II) the cost of procurement of substitute goods or services; (III) unauthorized access to or alteration of your transmissions or data; or (V) any other matter relating to the software. The foregoing limitations shall apply notwithstanding a failure of essential purpose of any limited remedy and tot the fullest extent permitted by law.


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