Introduction

This article describes how to access the Insight Personal Archive Outlook VSTO Add-In in Microsoft Outlook, based on your organization’s authentication configuration. This add-in is compatible with Windows only.

• Procedure 1: Access the Insight Personal Archive Add-In Without OKTA SSO
• Procedure 2: Access the Insight Personal Archive Add-In With OKTA SSO

Note: In a hybrid environment, use the VSTO add-in for Windows users and Web Add-in for macOS users.

Before you begin

• Microsoft Outlook (desktop) is installed and running.

• The Personal Archive Outlook VSTO Add-In is installed and enabled.

• You have permission and valid credentials to access the Personal Archive.

Procedure 1:Access the Insight Personal Archive Add-InWithout OKTA SSO

If your organization is NOT using OKTA Single Sign-On (SSO) as an Identity Provider (IdP), you can access the Insight Personal Archive using your Personal Archive credentials.

1. Navigate to the Download Center and download the required Arctera Insight Personal Archive add-in installation package (base or upgrade).
   Upon successful installation, the Arctera Archiving option appears on Outlook's ribbon menu as shown in the sample image below.
   
   
    
2. On the Arctera Archiving page, click Personal Archive. 
   If you are using this option for the first time, the application prompts you to enter your credentials.
   
   
    
3. Enter the correct password to access Insight Personal Archive in Microsoft Outlook.

Troubleshooting

Issue 1: The installer fails with the Deployment and application do not have matching security zones error message:

               

Solution: Run the Get-ChildItem *  -Recursive|unblock-file command to unblock all files before executing the installer:

               

Issue 2: Each time the Insight Personal Archive Outlook add-in is installed, it requests Admin Consent at the M365 Tenant level. This poses a challenge for large-scale deployments.:

               

Solution: To prevent repeated consent prompts, grant admin consent to the app once in the Enterprise Applications pane. After this, no additional users will be prompted for permission. As stated in the consent pop-up:

“If you accept, this app will get access to the specified resources for all users in your organization. No one else will be prompted to review these permissions.”

For further details, refer to the Grant tenant-wide admin consent to an application section.

Issue 3: The current add-in executable allows for manual installation, but we need a method for self-deployment via Microsoft SCCM. Is an MSI package available, or is there an alternative recommended approach? 

Solution: Silent installation support is scheduled for inclusion in the April 2025 release.

Issue 4: After installing the add-in and clicking on it, the interface directly navigates to the login page without displaying the error message on the user interface.
Solution: Verify the attribute/value assigned to UPN. It should pass the userName instead of the aliasName to ensure proper authentication.

Procedure 2: Access the Personal Archive Add-InWith OKTA SSO

If your organization is using OKTA Single Sign-On (SSO) as an Identity Provider (IdP) and configured it to authenticate when launching the PA Outlook VSTO Add-In, you can access the Insight PA directly from within Microsoft Outlook.

1. Log in to Microsoft Outlook.
2. In the Outlook ribbon at the top, select the Insight Personal Archive Outlook VSTO add-in. The OKTA login page is displayed in a secure browser window initiated by the add-in.
   
3. Provide your username and password, or any additional factors (such as multi-factor authentication and so on) configured in OKTA.
4. Upon successful authentication, the user is automatically redirected to the PA Outlook VSTO Add-In, and no additional user credentials are required.