Installing Production X-Author for Contracts on the Conga Platform Using Centralized Deployment Approach

You can install the production X-Author for Contracts Advanced add-in using Centralized Deployment via the Office 365 admin center. Centralized Deployment supports both the Windows and Mac operating systems and the deployment approach is the same for both.

To install the production X-Author for Contracts Advanced add-in, the Office 365 administrator must first deploy the X-Author for Contracts Advanced add-in in Office 365. Deploying the add-in is a one-time activity. An administrator must first install the add-in before deploying it in their organization for the entire organization, for users, or for groups. The users with assigned add-in access, must Insert add-in in their Microsoft Word.

After using Centralized Deployment to install the add-in, an administrator must take the following actions to assign the add-in to new users:

If the add-in is assigned to everyone, no action is required.
If the add-in is assigned to a group, the administrator must add new users to the group.
If the add-in is assigned to specific users, the administrator must give access to new users.

When the administrator assigns the add-in to new users, they must Insert the add-in in their Microsoft Word.

This table provides an overview of administrator and user actions that must be performed for different use cases:

Use Case	Assign Users	Admin Action	User Action
Assigning add-in to users during the first-time installation	Everyone/Group/Specific users	Deploy X-Author for Contracts Advanced add-in	Insert X-Author for Contracts Advanced add-in
Assigning add-in to new users after installation	Everyone	No action	Insert X-Author for Contracts Advanced add-in
	Group	Add new users to the group	Insert X-Author for Contracts add-in
	Specific users	Give access to new users	Insert X-Author for Contracts Advanced add-in

Deploying X-Author for Contracts Advanced add-in

As an Office 365 administrator, you can deploy the X-Author for Contracts Advanced add-in and assign the add-in directly to a user, to multiple users via a group, or to everyone in your organization.

Prerequisites

You have the administrator role to deploy the add-in.
Your organization meets all requirements for using centralized deployment, see Requirements for centralized deployment of add-ins
Read permission to object Template Local(Apttus_Locale_c) has to be provided to avoid error message while opening a document using the X-Author for Contracts. For more information, see Profile Settings and Security (conga.com).

Installing production X-Author for Contracts

To install production X-Author, you need to perform the following steps.

Download the X-Author for Contracts production manifest file.
Deploy the X-Author for Contracts Advanced add-in using Office 365.
Create an admin entry in Conga CLM.

To download the production X-Author for Contracts manifest file

Go to https://community.conga.com/.
Log in to the Conga Community Portal.
Select Resources and click Install Center.
Under My Packages, click Contract Management.
Scroll to Conga X-Author for Contracts, and click Download to download the manifest file.
In the Download File window, click Confirm Download. The manifest file Apttus.XAuthor.App.Production.xml is downloaded.

To deploy X-Author for Contracts Advanced add-in

Sign in to Office 365.
Select the app launcher icon in the upper left and select Admin.
In the navigation menu, click Show more, then select Settings and click Services & add-ins.
Select Deploy Add-In, review the requirements, and click Next.
On the Centralized Deployment page, select I have the manifest file (.xml) on this device option.
Click Browse to locate the manifest file (.xml) you want.
On the Assign Users page, choose from Everyone, Specific Users/Groups, or Only me. Use the search box to find the users and groups to whom you want to deploy the add-in.
Click Deploy.

The X-Author for Contracts Advanced add-in is added in Office 365. Users who have permission can directly insert the add-in in their Microsoft Word. It can take up to 24 hours for the add-in to show up for all users.

For more information about installing, publishing, and managing add-ins using centralized deployment via the Office 365 admin center, see Deploy and publish Office Add-ins and Manage add-ins in the admin center. If you want to remove the add-in, see Delete an add-in.

If you can't install X-Author for Contracts using Centralized Deployment, contact Tech Support.