Typical Install of the Ad Hoc Transfer Plug-in for Outlook on a Single Computer

This section describes how to use the Ipswitch Client installer to install the Ad Hoc Transfer Plug-in for Outlook file transfer client that uses WS_FTP Server to securely send email attachments. This plug-in uses the Ad Hoc Transfer Module, which must be already installed on the WS_FTP Server computer. Each end user needs to install the plug-in in order to use Outlook to send files via Ad Hoc Transfer.

Run the installer on the computer of each user for whom you want to provide the Ad Hoc Transfer Plug-in for Outlook client.

On Windows 7 and Windows 8 the installer must be run as Administrator.

You can also use the silent (unattended) install process to automate the installations. See Silent Install of the Ad Hoc Transfer Plug-in for Outlook in this guide for more information.

If you have a currently installed version of the client, the installer will remove the old version and install the new version of the client.

To install the client on an end user computer:

  1. Close Microsoft Outlook.
  2. Run the Ipswitch Client Installer.
  3. On the installation Welcome screen, click Next to continue. The License Agreement dialog appears.

    Instead of the Welcome screen, Windows 8 users who do not have Microsoft .NET Framework 4.0 installed see a message that Windows is missing an installation requirement. You must enable Microsoft .NET Framework 4.0 as a Windows feature as described in the WS_FTP Server 2017 Release Notes > System Requirements, then continue the installation.

  4. Read and accept the license agreement, and click Next. The Setup Type screen opens.
  5. Specify a new path or click Next to use the default path:
    • 32-bit: \Program Files\Ipswitch\Client
    • 64-bit: \Program Files (x86)\Ipswitch\Client

    The Connection information screen opens.

  6. Enter the server and account information:
    • Server. The IP address or fully qualified server name of the server where WS_FTP Server is installed, for example: host1.domain.com
    • This server requires an encrypted connection (SSL). By default, this option is selected, which means the server will require a secure SSL connection (HTTPS). Clear the selection if you want to use an unsecure connection (HTTP).
    • Port. The port used to connect to the WS_FTP Server. For secure SSL connections, the default port is 443. For unsecure connections, the default port is 80. To set a custom SSL or HTTP port, select Use Custom Port, then click Custom Port and enter the new port number.
    • User name. The user's WS_FTP Server user name.
    • Password. The user's WS_FTP Server password.
  7. Click Next. The Ready to Install the Program screen opens.
  8. Click Install.

    Optionally, select View Install Log to display the log.

  9. On the last screen, click Finish.

If you install the the client without entering valid connection information, you can enter the correct connection information after the installation is finished. Click the Cannot connect to server error notification to view the configuration dialog.

When you have successfully installed the client, make sure you have completed the configuration by entering a valid WS_FTP Server, username, and password. For more information on entering this information, see Completing the End User Configuration.

The install log is located at: \Users\[Username]\AppData\Roaming\OUTLOOK_PLUGIN.log

Next, see Ad Hoc Transfer Plug-in for Outlook Configuration.

Once configured, you can start using the client, see Using the Ad Hoc Transfer Plug-in for Outlook.