Bucks PSN
User Guide to Install the Outlook
Plugin for SMS
Version 0.1
Updata Infrastructure Ltd
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Document Admin
Document History
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Name
0.1
Leonie Clemo
Date
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Draft issue for comment
Contents
Bucks PSN ................................................................................................................................................ 1
Version 0.1 .............................................................................................................................................. 1
Document Admin .................................................................................................................................... 2
Contents .................................................................................................................................................. 2
Introduction ............................................................................................................................................ 3
System requirements .............................................................................................................................. 3
Installing the SMS plugin......................................................................................................................... 3
Appendix A – Creating distribution groups from SIMS ........................................................................... 8
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Introduction
This user guide details the actions required to install the Outlook plugin for the Intellisoftware SMS
solution managed by Updata to enable users to send SMS text messages to contact groups within
Outlook.
This will enable schools to export contact groups from SIMS into Outlook and manage their SMS
texting via Outlook rather than the Online Intellisoftware portal.
System requirements
Microsoft® Windows 8, Microsoft® Windows 7, Windows Vista, Windows® 2008, Windows® 2003,
Windows® 2000, Windows® XP, Windows® NT
Microsoft® Outlook® 2000, 2002, 2003, 2007, 2010, 2013
2Mbytes of free Disk Space
Installing the SMS plugin
1) Verify the version of MS Outlook you are using via the help menu, i.e. the 32-bit or 64-bit
version. The example below shows the 64-bit version using Outlook 2010.
2) Go to the Intellisoftware download page for the Outlook plugin:
http://www.intellisoftware.co.uk/products/downloads/downloadfiles/default.aspx?prgid=2
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Select the corresponding .exe file to download (i.e. either the 32-bit or 64-bit version):
3) Once downloaded click run to start the .exe file installation. Click ‘Next’
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4) Click ‘Next’ on the following screen:
5) Select whether you want to install the plugin for you or everyone who uses the computer:
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6) Click ‘Next’ to start the installation:
7) You will see the following screen:
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8) Followed by the next screen to confirm installation is complete, click ‘Close’ to exit the
installation:
9) The SMS plugin can be viewed in Outlook by clicking your Add-in tab, and clicking on ‘Send
SMS’:
10) On first time log in the following box will appear, enter your username and password, and
click OK:
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11) To Send an SMS message, enter the number or Contact (see further on in this document),
type the message and click ‘Send SMS’:
Responses to the SMS will appear in your email inbox.
Appendix A – Creating distribution groups from SIMS
Export data from SIMS – SIMS team to create report to run to extract detail per the attached
example – file needs to be csv format:
Outlook-import.csv
N.B. All phone number fields need to be populated for this to work. In the example all
Work/home/Mobile numbers are set to the same.
1. Create contact group in Outlook. From the contacts menu, right click on ‘contacts’,
2. Select ‘new folder’ and type folder name (for e.g. Year 1), which will appear under contacts:
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3. Go to the file tab, click Open, select Import:
4. In the popup, select ‘Import from another program or file’, and click ‘Next’:
5. In the next popup select ‘Comma Separated Values (Windows), and click ‘Next’:
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6. In the next popup select your CSV file to import, click ‘Next’:
7. In the next popup highlight the Contact group to import and click ‘Next’:
8. Click ‘Finish’ to import the file:
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9. Your contacts will now appear in the folder:
10. Return to the send SMS add-in and click on ‘To’ to locate the new contact group:
11. Select the group name (NB do not chose the name with ‘(Mobile)’ in the name:
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12. Left click the names you want to send to (using Shift key to select multiples), and add them to
the ‘Message Recipients’ box, and click ‘OK’:
13. Type the message and send:
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