Best practices, downloads and resources

The following provides the best practice guide for enterprise deployments of the OnePlace Solutions software.

Ideagen Mail Manager Enterprise (previously OnePlace Solutions) - Desktop

 Download the required .msi files for Ideagen Mail Manager Enterprise & Ideagen Mail Manager Enterprise Docs in preparation for packaging

Ideagen Mail Manager Enterprise App (previously OnePlaceMail App)

Ideagen Mail Manager for Outlook web app is deployed centrally via the Admin Center (by Microsoft 365 Admin)

The OnePlace Solutions Administration Client will enable you to configure and customize your OnePlace Solutions via Configuration Profiles and Solution Profiles/OnePlaceLive Profiles (if licensed for Solution Profiles). It is only required for this.

Note: You do not require the OnePlace Solutions Admin site connection in the Administration client for the Email Column deployment (refer to Step 3. Add Email Columns).
For the OnePlace Solutions Admin site, it is recommended to use the URL name 'oneplacesolutions' for best practice and minimal configuration changes.

 

To capture and promote email attributes when saving emails and attachments to SharePoint the appropriate SharePoint columns should be created. Please see how you can achieve this via the Administration client.

Please refer to the following instructions for further information: Email Site columns deployment

Customize and Personalize

Customize the user experience for OnePlace Solutions Desktop and create dynamic OnePlaceLive Profiles delivered to all users in the applications they work in.

Customize your user experience and client settings as required: re-label or hide buttons, deploy sites and turn on/off prompts. Get started here:create-profile.htm

Most configuration settings are specific to OnePlaceMail Desktop and OnePlaceDocs Desktop only. For OnePlaceMail App, these are also applicable: Shared App & Desktop settings

The short video below demonstrates managing configuration settings

 

OnePlaceLive provides powerful options to personalize solutions built in Microsoft 365 to help drive greater adoption.

  • Click here to get started creating dynamic OnePlaceLive Profiles for users.

See how OnePlaceLive Profiles can dynamically deliver content to users:

Overview of Solution Profiles

Legal Matter Management

Project Management Solution

Human Resource Solution

Please contact OnePlace Solutions for a demonstration or any queries

 

 License & Deploy

OnePlace Solutions provides msi files for packaging and deploying the desktop software

  1. Download the relevant .MSI files for your environment
  2. Confirm all pre-requisites have been deployed to your environment
  3. Package the .msi files for deployment with appropriate switches
  4. Licensing: Licensing is tied to the users Microsoft 365 account. They will be automatically licensed on signing in to the software.
Note: The OnePlaceLive Administration client software only needs to be installed on Administrator desktops (not to all end users)

Provide consent on behalf of users

OnePlace Solutions Desktop requires permission to perform specific tasks in Microsoft 365. To prevent each user from being prompted for these permissions on first use, we recommend using the following link to provide consent to these permissions on behalf of users.

 

Using the Office Administration Center you can select to deploy the app to 'Everyone' or select specific users or groups.

Click here for deployment steps.

Licensing: Licensing is tied to the users Microsoft 365 account. They will be automatically licensed on signing in to the software.

Provide consent on behalf of users

The OnePlaceMail App requires permission to perform specific tasks in Microsoft 365. To prevent each user from being prompted for these permissions on first use, we recommend using the following link to provide consent to these permissions on behalf of users.

 

Leverage the online help and videos to provide users with the best start