Installing the Add-in
First we will need to get the Add-in added to Outlook. You can download the client from here, and choose the 64-bit download. (If you want to see if you have 32-bit or 64-bit, open Outlook and click “File” > “Office Account” > “About Microsoft Office” and you should see which version you have. If you do use the 32-bit version, download that instead and follow the rest of the instructions as normal.)
From your Downloads folder, Right click on the “Mimecast for outlook 184.108.40.2062 (64 Bit).zip folder, scroll to “7-zip,” and on the menu that appears after hovering over it, click “Extract Here.” This will put the executable in the same folder, so look for the same file name, but the icon should be that of a Windows Installer. Once located click on the Executable and click “Next,” Read the End User License Agreement and if the terms of the License Agreement are acceptable, click “I accept the terms” and then “Next.” A series of checks will be performed to be sure you can run the Add-in, and once finished, click “Next.” The next page will ask where you want it installed, you can either leave it at the default or change the folder location by hitting “Change.” If you are fine with the default, click “Install” and once completed, click the “Finish” button and Outlook will start after the installation has finished.
Note: The version number for the download may change, but the process is still the same.
Signing in for the first time
When starting up the Desktop client for the first time after the add-in has been installed, you will need to sign in and authenticate. To do so, click on the newly added “Mimecast” tab at the top. From there, click “Account Settings” and then from the “Authentication settings” click the Edit button. It will ask for your password, and after submitting that, another field will come up asking for the Verification Code.
Once you have signed in and entered your 2 Factor Authorization (2FA) code, you will be all set. No need to sign in multiple times, unless you change your password on the Personal Portal.
Features of the Outlook Add-in
Once you’ve signed in, the Mimecast tab on Outlook will have a few more options than earlier. All of these options are the same as what you can do on the personal portal. By clicking on any of the options within “Email Gateway” section will bring up a new window, one that has all of the same options of the personal portal.
From the “Mimecast for Outlook” window, you can check messages within it, see what messages are on hold, what ones have been bounced or rejected, and even manage the list of people who can or can’t send to you, whenever you’d like. By hitting the “Compose” button, you can even begin a new email from there.
Reporting Spam and Phishing Emails
Another addition to Mimecast for Outlook is the ability to report spam and/or phishing emails. When you click on an email and think it is spam, you can click on the “Report Spam” icon in the “Email Gateway” section of the ribbon and you will be presented with these options.
If you should feel uncomfortable making that call, you can still email firstname.lastname@example.org and we’ll review the email for you, but should you find an email that you believe to be spam or a phishing attempt, you can report is as such.
If you receive an email and no longer want to get emails from that sender or the domain they’re sending from, you can also block them.
From the “Email Gateway” section you can click on “Block Senders” and determine how you want to handle the sender. If you later decide to unblock them, or think you blocked a sender or domain by accident, you can go back into “Manage Senders” tab and look for them in the “Blocked Senders” section. From here you can also permit senders in just the same way you would block them, just from the “Permitted Senders” menu.
Mimecast for Outlook Add-in – In Summary
In summary, you will be able to do the following with the Mimecast for Outlook Add-in:
- You can access everything from the Personal Portal on the Desktop client of Outlook.
- If you click on an icon on your desktop or the bar on the bottom of the screen to open Outlook, then you have the Desktop client of Outlook.
- You can report spam or phishing emails directly from your email.
- You will only need to verify your sign in once, unless you change your password on Mimecast.