Access Add-in 6.1.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.

Caution

Office Add-ins are compatible from version 2003 to version 2019.

 After installing the Access add-in, a new menu item “OpenKM” will appear in Access.

Details of the functions according to their icons:

Button	Action
	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.

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. https://demo.openkm.com/OpenKM/
Add metadata	Boolean	To enable or disable the metadata selection form.

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 folder where you want to upload the file.

Caution

You need to save your changes first.

Note

Then a message will be displayed; select Yes if you have saved the entire Access project.

 Now you can select 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”.

Tip

If the file already exists in the repository, a pop-up window will indicate this. 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 named AccessAddin.log with a complete log trace.