Access Add-in 8.1.x

Access Addin allows users to upload new files to OpenKM.

To upload a new file, choose a destination folder from the OpenKM tree view.

The OpenKM Access Add-in will be visible once a database is opened.

Office Add-ins are compatible from version 2003 to version 2021.

 After installing the Access add-in, a new menu item "OpenKM" will be shown in Access.

Detail of the features according to their icons:

ButtonAction

Addin configuration.

Upload file.

Help

Configure OpenKM Add-In

First, you must select the Configuration menu item to set your configuration values to access OpenKM from the client computer.

PropertyTypeDescription
Language Select Ms Addin user interface language.

User

String

User id for accessing OpenKM.

okmAdmin

Password

String

The password of the user.

admin

Host

String

OpenKM url.

http://localhost:8080/openkm/

Add metadata

Bool

To enable/disable metadata selection form.

Find by UUID

Bool

Instead of locating a folder through the search tree to upload a file, it does so by inserting the UUID of the destination folder

Use personal  token

Bool

The authentication will be done with the access token.

Personal token String

The personal access token

okmpat-Ky1t16O2Rwx4ttPmOK0R

After you set your configuration values, a folder named OpenKM is created in your user My documents folder. In this OpenKM folder, a configuration file named openkm.xml and another file named document.xml are created. The OpenKM Add-in it uses to store some document editing information. You should not edit or delete these files.

Uploading a new file

Click on the  upload button, a folder tree view will be shown. You must select the destination folder where you want to upload the file.

You need to save your changes first.

Then a message will be issued to which we will give Yes if we have saved the entire access project.

 Now you can choose the folder where you want to upload the file.

Click on the Upload Button and after that, the document will be uploaded to OpenKM and a notification message will be shown "File has been send successfully".

In case the file already exists in the repository, a pop-up window will be shown indicating that the file already exists. If we want to update it, press the YES button and the file will be updated with a new version.

Log

In My Documents/OpenKM there's a file log called AccessAddin.log with a complete log trace.