Access Add-in 7.1.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 be shown in Access.

Details of the features 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 password of the user. admin
Host	String	OpenKM URL. http://localhost:8080/openkm/
Add metadata	Bool	To enable or disable the metadata selection form.
Find by UUID	Bool	Instead of locating a folder through the search tree to upload a file, it does so by entering the UUID of the destination folder.

After you set your configuration values, a folder named OpenKM is created in your user’s 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 these 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.

Caution

You need to save your changes first.

Note

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

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

Click the Upload button; 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 be shown indicating that the file already exists. 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.