Access Add-in 8.1.x

Access Add-in 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.

Details of the features according to their icons:

ButtonAction

Add-in configuration.

Upload a 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 Add-in user interface language.

User

String

User ID for accessing OpenKM.

okmAdmin

Password

String

The user's password.

admin

Host

String

OpenKM URL.

http://localhost:8080/openkm/

Add metadata

Bool

To enable/disable the metadata selection form.

Find by UUID

Bool

Instead of locating a folder through the search tree to upload a file, you can do so by inserting the UUID of the destination folder.

Use personal  token

Bool

Authentication will be done using the access token.

Personal token String

The personal access token.

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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 uses them 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 appear; select Yes if you 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 sent successfully".

If the file already exists in the repository, a pop-up window will indicate this. If you want to update it, press the YES button and the file will be updated with a new version.

Log

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