Excel Add-in 7.1.x
Excel Add-in enables users to upload new files and edit existing OpenKM files.
When a user uploads new files, they browse the OpenKM tree view to select where they want to upload the file.
The OpenKM Excel Add-in detects if the document opened by a user is an OpenKM file and enables or disables some toolbar options.
Office Add-ins are compatible with versions 2000 through 2019.
After installing the Outlook add-in, a new menu item "OpenKM" will appear in Outlook.
Details of the functions according to their icons:
| Button | Action |
|---|---|
|
Add-in configuration. |
|
|
Add new document |
|
|
Document edit (check-out) |
|
|
Upload modified document (check-in) |
|
|
Cancel document edit |
|
|
Help |
Configure OpenKM Add-In
First, you must select the Configuration menu item to set your configuration values for accessing OpenKM from the client computer.
| Property | Type | Description |
|---|---|---|
| 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 document through the search tree, you can locate it by inserting the UUID of the document to be edited or the UUID of the destination folder when uploading a document. |
After you set your configuration values, a folder called OpenKM is created in your user My Documents folder. In this OpenKM folder, a configuration file called openkm.xml and another file called document.xml are created, which the OpenKM Add-in uses to store some document editing information. You should not edit or delete these files.
Uploading a new file
Click on the add new document button; a folder tree view will be shown. You must select the folder where you want to upload the file.
Click the Send button; the document will then be uploaded to OpenKM and a notification message will be shown.
If you have activated the option "Add metadata" in the configuration, it will allow you to select and fill in the corresponding data.
For metadata with multiple selections, to mark and unmark all options you can use the key combinations "Ctrl" + "E" and "Supr" respectively.
Editing an OpenKM document
Click on the document edit button; a folder navigator will appear. You must navigate through folders and select a document that you want to edit.
When you have an OpenKM document open, the Upload modified document (check-in) and
Cancel document edit toolbar options will be enabled.
- To upload a modified document, use the
Upload modified document (check-in) toolbar button.
Insert a comment for the version and press the OK button.
- To cancel document editing, use the
Cancel document edit toolbar button.
After editing, your local document copy will be deleted to prevent user errors.
Log
In My Documents/OpenKM there is a log file called ExcelAddin.log containing a complete log trace.
