Vaultastic Outlook Add-in Installation Guide

Overview

The Vaultastic Outlook Add-in  enables users to access the contents of their vaults on the Vaultastic Active Store directly from Microsoft Outlook. Once installed, you can search, preview, download, and restore archived messages without leaving Outlook.

This guide explains how to install, update, uninstall, and troubleshoot the Vaultastic Outlook Plugin.

System Requirements

Important

The Vaultastic Outlook Plugin supports Classic Microsoft Outlook only. It is not supported with the new Outlook for Windows.

Before You Begin

Before installing the add-in:

1. Close Microsoft Outlook completely.
   • Select File > Exit, or
   • Right-click the Outlook icon in the Windows system tray and select Exit.
   • If Outlook is still running, open Task Manager and end any OUTLOOK.EXE processes.
2. Sign in to Windows using the same account that you normally use with Outlook.
   • The Vaultastic Outlook Add-in is installed per Windows user.
3. Ensure you have received the installer from your IT administrator.

Available installer package include:

• Vaultastic Outlook Add-in.exe

Important

Do not run the installer using Run as administrator. Doing so may register the add-in for the wrong Windows user account.

Install Using the Standalone Installer

1. Close Microsoft Outlook.

2. Double-click:

   Vaultastic Outlook Addin.exe

3. Follow the installation wizard.

   During installation, Vaultastic will:

   • Copy the required files to your user profile.
   • Register the Outlook add-in for your Windows account.
   • Configure Outlook settings to reduce the likelihood of the add-in being automatically disabled.
4. When installation completes, open Microsoft Outlook.
5. Verify that the Vaultastic tab appears on the Outlook ribbon.
6. Click the Vaultastic tab and sign in when prompted.

Screenshot Placeholder

Vaultastic Outlook Plugin Installer

Getting Started

After installation:

1. Open Classic Microsoft Outlook.
2. Click the Vaultastic tab.

3. Sign in using your Vaultastic credentials.

   If you do not have login credentials, contact your IT administrator.

After signing in, you can:

• Search archived emails/chat transcripts
• Preview archived messages
• Download archived content
• Restore emails to Outlook

For detailed usage instructions, refer to the Vaultastic Outlook Addin User Guide.

Updating the Add-in

When your IT administrator provides a newer version:

1. Close Microsoft Outlook completely.
2. Sign in to Windows using the same account that originally installed Vaultastic.

3. Run the new installer: Vaultastic Outlook Addin.exe

4. The installer upgrades the existing installation automatically.

5. Open Outlook and verify that the Vaultastic tab is available.
6. (Optional) Verify the installed version by opening:

%LOCALAPPDATA%\Vaultastic\vaultastic_installer_log.txt

Look for the version information recorded when Outlook starts.

Do I Need to Uninstall Before Updating?

No.

A newer version installs over the existing version automatically.

Only uninstall first if:

• Your IT administrator instructs you to do so.
• The installer reports that the same version is already installed.
• An update fails and a clean reinstall is recommended.

Uninstalling the Add-in

To remove the Vaultastic Outlook Add-in:

1. Close Microsoft Outlook.
2. Open: Settings > Apps > Installed Apps (Older versions of Windows may display Apps & Features.)

3. Locate the Vaultastic Outlook Add-in.
4. Click Uninstall.
5. Follow the prompts.
6. Open Outlook to verify that the Vaultastic tab no longer appears.

If the tab still appears:

1. Open: File > Options > Add-ins

2. Select: Manage: COM Add-ins

3. Click Go.
4. Clear or remove the Vaultastic add-in.
5. Restart Outlook.

Optional Cleanup

After uninstalling, installer files and logs may remain in:

%LOCALAPPDATA%\Vaultastic

These files may be deleted if no longer required.

Important

Deleting this folder alone does not uninstall the add-in. Always uninstall using Windows Settings > Apps first.

Shared Computers

The Vaultastic Outlook Add-in is installed per Windows user, not per computer.

If multiple users share the same PC:

• Each user must install the add-in separately.
• Each user must update the add-in separately.
• Each user must uninstall the add-in separately.

File Locations

Troubleshooting

Getting Help

When contacting your IT administrator, please provide:

• Windows version
• Windows username
• Outlook version
• Whether the Vaultastic tab is visible
• A screenshot of any error message
• The following log files (if available):

%LOCALAPPDATA%\Vaultastic\vaultastic_outlook_addin.log

%LOCALAPPDATA%\Vaultastic\vaultastic_installer_log.txt

• Vaultastic Outlook Addin User Guide

• Vaultastic Outlook Add-in Release Notes

• Vaultastic Active Store Usage Guide

• Vaultastic Active Store Vault Management