Applies to: BriefCatch for Outlook, Enterprise
Last Updated: Dec 21, 2023
The content on this page is related to BriefCatch for Outlook deployment for organizations that have a current enterprise license. If you don't yet have an enterprise license, please contact our sales team to learn how you can get BriefCatch for your organization.
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Installation & Deployment
- How can we install BriefCatch for Outlook for our users?
- What versions of Outlook are compatible?
- What are the steps to deploying BriefCatch for Outlook via the 365 admin center?
- How do our users load BriefCatch for Outlook once it's installed?
- Do our users have to create an account?
- Can we bypass the requirement of using an organization signup code?
- What are the requirements to use Microsoft Single Sign-On?
- Do you support other Single Sign-On options?
- Access to the store is restricted for our users. How can we install BriefCatch for Outlook?
- Can our users install BriefCatch for Outlook themselves?
- Do you offer an EXE or MSI file to download and deploy BriefCatch for Outlook?
Security
- Does BriefCatch for Outlook connect to any external servers?
- Does BriefCatch store any document or confidential data?
- Do you store any user data?
- Are all data streams encrypted?
- What services are used to host and run BriefCatch?
Software
- Is an Internet connection required to use BriefCatch for Outlook?
- Is BriefCatch for Outlook always running in the background?
- How are updates managed with BriefCatch?
Installation & Deployment
How can we install BriefCatch for Outlook for our users?
BriefCatch for Outlook is a Microsoft approved AppSource Office Add-in. It can be deployed to your users via the Microsoft 365 admin center.
The below articles from Microsoft explain what Office Add-ins are and provide information on how to deploy Office Add-ins via the 365 admin center, along with best practices:
What versions of Outlook are compatible?
Supported versions include Outlook Online on PC or Mac, or Microsoft 365 versions 16.0.11629 and newer on PC or Mac using Edge WebView2 (Chromium-based).
As noted in Microsoft's Centralized Deployment documentation, Exchange Online is required for deployment through the 365 Admin Center.
Note: You can still use BriefCatch 3 for Word if your systems are not compatible with BriefCatch for Outlook.
What are the steps to deploying BriefCatch for Outlook via the 365 admin center?
To add BriefCatch for Outlook for your users, access the Microsoft 365 admin center.
Click on Settings, then Integrated apps. Under the Integrated apps section, click on Get apps:
In the window that appears, search for BriefCatch. The BriefCatch for Outlook app will show in the results. Click Get it now:
BriefCatch for Outlook will now appear in your list of Integrated apps. From there, you can click on BriefCatch and choose how to deploy it. You can assign it to just yourself (for testing), individual users, groups of users, or your entire organization.
After deployment is complete, your users will find BriefCatch under the Message tab when composing or replying to an email. Click the BriefCatch icon to open the BriefCatch app:
If the BriefCatch icon doesn't appear under the Message tab, your users may need to manually add BriefCatch after it's deployed. To do this, have them navigate to the Message tab in the Outlook ribbon, then click on All Apps. From here, click on BriefCatch, which will open the app:
To load BriefCatch in Outlook Online, under the Message tab click on Apps, then on the BriefCatch icon while composing an email:
It can take up to 72 hours for apps deployed via the 365 admin center to display for all of your users. If the BriefCatch for Outlook app still doesn't show after 72 hours, make sure you have deployed the app for the user, or contact us for additional assistance.
Do our users have to create an account?
Yes. Once the BriefCatch for Outlook app is installed, your users will need to create a new account under your organization.
This can be done using Microsoft Single Sign-On, by clicking the "Sign in with Microsoft" button which will create their account using their Microsoft account information. Using Microsoft SSO will automate licensing for enterprise customers.
If you already have an account through BriefCatch 3 in Word, this will log you in to your account, or if you’re a new user, this will create a new account for you.
If your users can't use Microsoft SSO to create their account, they can also create an account using an email address and password. After registering, your users must use an email address from your organization, and enter an organization code. A personal email address, such as @gmail.com, will not work properly.
Can we bypass the requirement of using an organization signup code?
Yes. If your users authenticate with Microsoft SSO, an organization code may not be required. (Note: This varies based on your subscription and organization type. An organization code may still be required, which is explained above.)
You can provide a list of your user's email addresses we can pre-license them under your account. This will automatically link them to your enterprise license when they create their account.
What are the requirements to use Microsoft Single Sign-On?
Microsoft SSO requires a version of Outlook that uses IdentityAPI 1.3. You can review the Identity API requirement sets article from Microsoft for more information.
Do you support other Single Sign-On options?
At this time, BriefCatch for Outlook supports Microsoft Single Sign-On. Microsoft SSO is compatible with many other SSO options, so if you use a custom SSO within Microsoft Outlook, it may work without any custom implementation.
We suggest doing a test deployment of BriefCatch for Outlook within your IT department, then try using the Microsoft SSO option to make sure everything works as expected. If it works and you’re able to create an account, then you should be all set.
If you run into any problems, please contact us. We may be able to provide a custom SSO implementation for your organization.
If your organization settings are set to restrict or disable access to the Microsoft store or add-ins for your users, an admin can still manually approve and add the app within the Microsoft 365 admin center following the instructions above.
Yes! If you would prefer that users install BriefCatch for Outlook, rather than deploying from the 365 admin center, they can add the app by navigating to Home - All Apps - Add Apps. In the app window, search for BriefCatch, then click on BriefCatch for Outlook:
In the BriefCatch for Outlook window, click Add:
After BriefCatch for Outlook is added, they should follow the same instructions above to sign up under your organization.
No. BriefCatch for Outlook is currently only available through the Microsoft AppSource store.
Does BriefCatch for Outlook connect to any external servers?
Yes. BriefCatch for Outlook is a cloud product and processes requests on secure servers. You can reference our Trust Center page for more information.
Does BriefCatch store any document or confidential data?
No. BriefCatch uses real-time data streams to process documents on secure servers. The server returns only the results of the scan. Neither the text from the scan nor the document text is ever collected, logged, or retained. No one can view any of the document text either during processing or after processing.
What services are used to host and run BriefCatch?
You can reference our list of servers & hosts on our Trust Center page.
How are updates managed with BriefCatch?
We only push updates that have undergone our robust quality assurance process. Updates to the software occur over the air through our secure environment.
The public end user will receive automatic updates over the air without any user intervention. Updates may include new features, bug fixes, suggestion enhancements, and more. We will soon offer enterprise customers options for controlling the deployment of updates. For now, though, automatic updates cannot be disabled.
If your question is not answered here, please feel free to contact us for further assistance.