Configuring the Outlook Client

  1. On the Outlook Add-in, click the Service tab. This tab contains all of the features associated with the add-in.
  2. Click General Settings in the Outlook Add-in ribbon.
  3. Specify the connection information for Service Management.
  4. Specify the user name and password to use to access the system.
  5. Select Enable SSL if IDO Request Web Service is configured with SSL, or if using multi-tenant Service Management.
  6. In the Tenant ID field, Cloud users must specify the tenant ID provided for multi-tenant Service Management; this tenant ID is also in the Infor Ming.le URL. On-premise users should leave this field blank.
  7. Specify the record cap that you want to use for the Owner and Department values. The default record cap is 200.
  8. Select Use Task Panes to display a reading pane of service information when viewing emails. If this option is not selected, the user must click Show Details to access the information.
Note: Do not select Developer Messages unless directed to do so by a Support representative.
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