Install WorkZone 365

The installation process consists of two steps:

  1. Installing the WorkZone 365 server.
  2. Installing WorkZone 365 client by uploading manifests.

Install WorkZone 365 server

  1. Double-click the KMD WorkZone Office Setup.msi file.
  2. Click Run, and then click Next.
  3. Read the terms and conditions and select the I accept the terms in the License Agreement check box. Click Next.
  4. Click Install, and then click Finish.

Download manifests

Before installing, you must download the manifests from the WorkZone server. Use this link with the proper host name:

https://[hostname]/app/office/webaddins/office/OfficeManifest.xml

https://[hostname]/app/office/webaddins/outlook/meeting/MeetingManifest.xml

https://[hostname]/app/office/webaddins/outlook/mail/MailManifest.xml

Adjust the MeetingManifest.xml

Tip: Save a copy of each manifest locally to easily access GUIDs. It will help you monitor all your instances and versions of WorkZone 365 for Outlook.

If you use multiple instances of WorkZone 365 for Outlook on the same Exchange server, or different versions of WorkZone 365 for Outlook on the same Exchange server, you must change WorkZone 365 GUID in the MeetingManifest.xml.

  1. Generate a new GUID by using any online GUID generation tool, for example, GUID Generator.
  2. When GUID is updated, upload manifest to the Exchange Admin Center.

Install WorkZone 365 client for Microsoft Office 365

You can install WorkZone 365 for Microsoft Office 365 that includes Word, Excel, PowerPoint, and Outlook by using:

  • Microsoft 365 admin center (web interface), or
  • Microsoft PowerShell (command line).

Use web interface

If you have access to the Microsoft admin center, use the standard Microsoft guidance to deploy WorkZone 365 for Office 365. See Deploy an Office add-in using the admin center.

Tip: In step 3, click Upload custom apps and select the manifest from your computer.

Use command line

You can use Microsoft PowerShell to deploy WorkZone 365 for Office 365. To do this, follow the standard Microsoft guidance. See Use the Centralized Deployment PowerShell cmdlets to manage add-ins.

Tip: See also Deploy and publish your Office Add-in.

Note: By default, WorkZone 365 is disabled after the installation. You can enable it in WorkZone Configurator. To do this, go to Global > Feature settings > WorkZone 365 , select the needed products, and click Save.

Install WorkZone 365 to use meetings in Microsoft Outlook 2016 and 2019

Important: WorkZone 365 is fully supported in Microsoft Office 365, but you can install it for Microsoft Outlook 2016 and 2019 to use WorkZone Meeting functionality.
Prerequisite: Download MeetingManifest.xml manifest and add it to a shared folder. To share a folder, right-click it, select Properties > Sharing > Share. Add yourself and users and/or groups with whom you want to share WorkZone Meetings. Click Share.

There are three installation options:

Use Outlook web interface

  1. Start Outlook.
  2. Click File.
  3. Click on the link under Account settings to start OWA.
  4. Login into OWA with your Outlook credentials.
  5. Click on the gear icon on the right side.
  6. Click Manage add-ins > Add from a file.
  7. Click Browse and provide location for the shared folder with the MeetingManifest.xml manifest file.
  8. Select the MeetingManifest.xml file, and click Open.
  9. Click Next > Install > OK.
  10. Go back to Outlook > Calendar, and create a new meeting. The WorkZone 365 Meeting button will be visible in the navigation ribbon.

Upgrade WorkZone 365

  1. If you are upgrading from earlier versions, uninstall the old version of WorkZone 365 before installing the new version.
  2. Download and adjust the manifests, as described in Download manifests and Adjust the MeetingManifest.xml.

Using WorkZone 365 with shared mailboxes on Exchange Server 2019

Important:
  • This functionality is only available in WorkZone 365 2024.0 Hotfix 01.
  • For shared mailboxes, WorkZone 365 functionality is only supported with Microsoft Exchange Server 2019 and Microsoft Exchange Server Online. If you use Exchange Server Online, no additional configuration is needed.

If your organization wants to use WorkZone 365 with shared mailboxes on Microsoft Exchange Server 2019, you must complete the following steps first:

Add your Exchange server URL in WorkZone Configurator
Prerequisite: You must have the CONFIGADM access code to edit the external services in WorkZone Configurator.

See Add a new external service.

Add impersonation permission to your Exchange Server 2019
Prerequisite: You must have an administrator account for the Exchange admin center.
  1. Log in to your Exchange admin center: https://[your_exchange_server]/ecp/, replacing the [your_exchange_server] with your Exchange server. For example, https://workzone/ecp/.
  2. On the permissions tab, select admin roles and click +.

  3. In the new Impersonation dialog:
    1. Enter the permission name. For example, Impersonation.
    2. Add role: ApplicationImpersonation.

    3. In the Members section, click + and add your user.
      Prerequisite: This user must also:
      • Have access to OData.
      • Exist in WorkZone and (only for cloud environments) in the Entra ID directory (under the SystemAccountUsers catalog in the WorkZone 365 server properties).
      • Be a member of the security group that has security code 1 or higher (for example, ScanJourCaptia_1). See Entra ID provision and Apply security groups.
  4. Click Save.
Set custom account in WorkZone 365 application pool
  1. From web server, open the IIS Manager.
  2. On the left panel, expand your server and select Application Pools.

  3. Right-click the WZO application pool and select Advanced settings.
  4. Under Process Model, click ... next to the Identity.

  5. Click Custom account > Set.
  6. Enter the user name and password for your service account in Exchange Server, and click OK.
  7. Verify that your new account is created in WorkZone.