Microsoft Office Add-in
You can create, edit and save files that are stored in the OpenKM repository, directly from Microsoft Office applications such as Microsoft Word, Microsoft Excel, Microsoft PowerPoint and Microsoft Outlook.
With the OpenKM Microsoft Outlook Add-in, you can save emails to the OpenKM repository from within Microsoft Outlook.
Importing mail creates a folder structure based on the received email date (year/month/day folder structure) and, by default, imports to the "/okm:mail/{userId}" node.
When a user edits a document, it is saved locally in "%USER_LOCAL_DOCUMENT_FOLDER%/OpenKM".
When editing OpenKM documents, a user can decide to upload or cancel editing. After either operation, the local file is removed so as not to cause user confusion. When you upload a new file, it is not removed from your computer.
In the file "%USER_LOCAL_DOCUMENT_FOLDER%/OpenKM/openkm.xml" the OpenKM connection data are saved. The password is encrypted.
In the file "%USER_LOCAL_DOCUMENT_FOLDER%/OpenKM/document.xml" the document edition information status is saved.
There is a log file for each application at:
- "%USER_LOCAL_DOCUMENT_FOLDER%/OpenKM/WordAddin.log".
- "%USER_LOCAL_DOCUMENT_FOLDER%/OpenKM/ExcelAddin.log".
- "%USER_LOCAL_DOCUMENT_FOLDER%/OpenKM/PowerPointAddin.log".
- "%USER_LOCAL_DOCUMENT_FOLDER%/OpenKM/OutlookAddin.log".
Microsoft Office Add-in is compatible with versions 2000 to 2013.
Configuring the add-in
- Click on the configuration toolbar icon (menu option in Microsoft Outlook).
- Set version to "Web Services 2.0".
- Choose a language (English by default).
- Set the username.
- Set the password.
- Set the host (for example http://localhost:8080/OpenKM).
- Click the Test button to check the connection configuration.
Editing documents from Microsoft Office
Depending on your Microsoft Office version, you will see an OpenKM toolbar or a Ribbon.
| Feature | Description |
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Configure the connection to the OpenKM server. |
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Upload a new document to the OpenKM repository. |
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Edit a document (check-out). When a user edits a document, it is saved locally in "%USER_LOCAL_DOCUMENT_FOLDER%/OpenKM". You can continue editing the document another day (the document status is saved in the "%USER_LOCAL_DOCUMENT_FOLDER%/OpenKM/document.xml" file). |
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Upload a new document version (check-in). |
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Cancel document editing. |
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Open the OpenKM Microsoft Office Add-in URL in your default web browser. |
Importing emails from Microsoft Outlook
- Choose one or several emails.
- Click the Import menu option.
- Follow the wizard to select the destination folder. When the grouped checkbox is enabled, the year/month/day folder structure will be created.
- Click the Upload button.
Add new translation
The translation file is located at "%USER_LOCAL_DOCUMENT_FOLDER%/OpenKM/OKMAddin-enGB.properties". The easiest way is to change the contents of the file directly.
- Create a new translation file at "%USER_LOCAL_DOCUMENT_FOLDER%/OpenKM/" (for example, copy OKMAddin-enGB.properties to OKMAddin-esES.properties for Spanish translation).
- Set the translations.
- Edit "%USER_LOCAL_DOCUMENT_FOLDER%/OpenKM/openkm.xml" and change the tag
<idioma>enGB</idioma> to
<idioma>esES</idioma>Known issues
In Microsoft Office 2010 we have detected some issues. If you detect a problem when using this version, try the following:
- Open the menu File > Options.
- Select the Trust Center and click the "Trust Center Settings" button.
- Open the Protected View option and disable the first three checkboxes.
