Introduction

The following is a comprehensive user guide for End Users who will facilitate the migration of appointments from the Outlook Plugin to the Outlook Add-in. This migration process is a coordinated effort between the TeamConnect Admin, the Office Suite Admin (permissions described below), and the End User.  Before diving in, if you have not done so, we suggest acquainting yourself with the O365 Add-In 4.0 released with TeamConnect 7.1 (November 2023). 

• To learn more about the reasons behind the transition from the Office Suite Plugin to the Outlook Add-in, refer to O365 Outlook Plugin Vs Add-in.

Please avoid concurrent usage of the  Office Suite Plugin and Add-in.  It is vital that users stop using and uninstall the Office Suite Plugin (for Outlook) after the datastore file has been uploaded and before end users start using the Add-in. Concurrent usage will cause data issues such as duplicate appointments, deletion of data within appointments, etc.  Other noteworthy things include:

1. Appointment migration from Plugin to Add-in is only supported for versions beyond TeamConnect 7.1 PB1, and is only applicable if users were using appointments in the Outlook Plugin 
2. Due to browser issues beyond our control, the Add-in does not work with Safari, please use an alternative web browser. Please note the Add-in is compatible with desktop environments on both Windows and Mac operating systems.
3. If you accidentally use the Plugin again, stop using it and generate/upload another datastore file in the Add-in.
4. Please note that file check-In/check-Out is supported in the Outlook Add-In, rather than in Word, PowerPoint, and Excel. Users can efficiently manage files through Outlook Add-In or directly through TeamConnect for seamless file handling.

Appointment Migration from Plugin to Add-in: How to upload DataStore file?

A TeamConnect Admin will assign you to the new permission group called "Office Suite User," which will grant you the required permissions to initiate the migration of your appointments from the Plugin to the Add-in.  The group's ID is "OfficeSuiteUser," if you do not have this permission group or are unable to see any of the below screens, please contact your IT administrator for assistance. 

The migration process begins by uploading the datastore files. These files contain essential data that needs to be transferred to the new system. 

To ensure a smooth migration, it's crucial to follow the correct procedure for uploading these files:

Instructions	Screenshot for Reference
Login to TeamConnect. From the home page, select "Office Suite Migration" under the “All” section to navigate to the “Office Suite Module”.
Navigate to the Office Suite Migration upload page and click the "Choose File" button to upload the datastore file.

Please note the datastore file location varies depending on which Plugin Version you are on. 

How to identify your Plugin Version?

2.x and 3.x Versions 

To identify the version of the Outlook Plugin you're using,  refer to the Outlook interface. Follow the below instructions to determine the Plugin version:

1. Navigate to the TeamConnect task pane or tab on the Home Page → Click on the info icon or the version icon .

2. A dialog box with the Current Plugin Version will be displayed as shown below.

Select the desired datastore file in either "MitratechDatastore.ds" or "TeamConnectDatastore.ds" format. Please select the Datastore file from the following location: For 2.x versions of the Plugin follow this file path to retrieve your datastore file - C:\Users\{your username}\AppData\Roaming\Mitratech\TeamConnect\TeamConnectDataStore.ds.  For 3.x versions of the Plugin follow this file path to retrieve your datastore file - C:\Users\{your username}\AppData\Roaming\Mitratech\MitratechDataStore.ds.  Once the file is selected, its name will be displayed. Click the "Upload" button (only one datastore file can be uploaded) If the selected file has an incorrect format other than ".ds," an "Invalid file" error will appear.

Upon successful upload, a success message will appear for a few seconds and the upload button will then disappear.

 

IMPORTANT WARNING: Once you have uploaded your datastore file please DO NOT use the Plugin again, you should use the Add-in.

1. If new appointments are created in the Plugin after you have uploaded your datastore file, a new file and upload must occur.

2. Upload only one file