Integrate Outlook with AT&T Collaborate

If your administrator for the AT&T Collaborate SM service has assigned the Outlook Integration feature to you, you can download Outlook Integration to integrate Microsoft® Outlook® with the Collaborate service.

After you download, install, and set up Outlook Integration, the Collaborate toolbar appears in your Outlook window. From the toolbar, you can make calls with one click, view and manage important Collaborate features, and see all your Outlook and Collaborate service contacts in one place.

You can use the Collaborate Outlook Integration toolbar to:

• Sign in or out of the toolbar
• Select your account settings
• Select your call management settings
• Turn features on or off, such as Virtual Office and call forwarding
• View your call history and Collaborate service directory
• Make a call
  – From your call history
  – From your Collaborate directories
  – To a number that you enter

Download and install Outlook Integration
Set up Outlook Integration
Use the Collaborate toolbar
Manage features
Manage updates

Download and install Outlook Integration

1. On the Collaborate homepage, on the left menu, click Features. The Features page appears.
2. In the Outlook Integration section, click Download.

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Set up Outlook Integration

You can set up your Collaborate Outlook Integration options, including sign in, general options, and customized search. You can also set how you want to view incoming call information.

Note: If you have any issues signing in or connecting to the Outlook Integration app, check with your administrator. Your administrator should make sure your firewall isn’t blocking Port 2209 (with protocol XML over TCP and secure TLS) or Port 80 (with protocol HTTP).

Open the Options page

1. Open Microsoft Outlook, and then click the Add-Ins tab. The Collaborate toolbar appears.
2. Click the Options icon (). The Collaborate Outlook Integration Options page appears, with the General tab selected.

Set sign in options

1. Open the Options page.
2. Click Account.
3. Enter your username and password:
   • Your username is your Collaborate phone number followed by @hcomm.att.net. For example, 5551234567@hcomm.att.net.
   • Your password is the AT&T Collaborate app password. For more information, see Manage your password and PIN.
4. If you want Collaborate to remember your sign-in information, do 1 of these things:
   • To automatically enter your username each time you log in, check Save Username.
   • To automatically enter your password each time you log in, check Save Password.
5. Click Apply, and then click OK.

Set general options

1. Open the Options page.
2. If the General tab is not already open, click General. (The Options page automatically opens the General tab.)
3. If you want to automatically log in to the Collaborate Outlook toolbar when you’re connected to the network, under General Options, select Auto login when connected to network.
4. If you want to hide incoming and outbound call notifications, under Alerts, select Hide call notifications.
5. Click Apply, and then click OK.

Set contact options

1. Open the Options page.
2. Click Outlook Integration.
3. To see Outlook contacts, check Enable Outlook Integration, and then click Apply.
4. If you checked Enable Outlook Integration, specify your Outlook Contacts options by clicking Contacts.
   • To search only for information located in your Outlook Contacts folder, select Retrieve contacts from default contact folder only. When you search, items from your Collaborate directory that match the search criteria also appear.
   • To search for information located in any Outlook folder, select Retrieve all contacts. When you search, items from your Collaborate directory that match the search criteria also appear.
   • To view incoming caller information from the Outlook Contacts list, select Use Outlook contacts as preferred CLID lookup for incoming calls. Only Outlook contacts appear.
   • Click Apply.
   • When you’re finished, click OK, or continue to open the Services page.

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Use the Collaborate toolbar

The Collaborate toolbar appears on the Microsoft Outlook Add-Ins tab. From the toolbar, you can perform these actions:

• To sign in and out of Collaborate, click the Sign In icon ().
• To manage options, click the Options icon ().
• To manage important Collaborate features, click the Services icon ().
• To quickly see Virtual Office settings, click Virtual Office.
• To manage call forwarding, click the Call Forwarding icon ().
• To view call history, click the Call Logs icon ().
• To view your company’s Collaborate directory, click the Directory icon ().
• To place and control calls, click the Place a Call icons.

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Manage features

If your administrator has assigned the Outlook Integration feature to you, you can manage important Collaborate features using the Collaborate Outlook toolbar. Outlook Integration features you can manage include:

• Anonymous Call Rejection
• Call Forwarding – Always
• Caller ID Blocking
• Call Waiting
• Virtual Office
• Voicemail

Open the Services page

1. Open Microsoft Outlook, and then click the Add-Ins tab. The Collaborate toolbar appears.
2. Click the AT&T Services icon (). The Collaborate Outlook Integration Services page appears.
3. Select the feature you want to manage, and then follow the prompts that appear on the screen.

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Manage updates

If your system is connected to a proxy server, use the Updates option and enter the proxy server information the system needs to check for and automatically download Collaborate updates. To determine if your system uses a proxy server, check with your administrator.

Note: Automatic updates occur only when the Windows® User Account Control Setting is set to Never Notify.

Verify proxy server settings

1. Open the Options page.
2. Click Updates.
3. Enter the Web address (URL) for the proxy server that your administrator provides.
4. If your administrator also provided you with a proxy server user ID and password, enter this information.
5. Click Apply, and then click OK.

For help, contact your administrator.

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