Visio Add-in

Visio 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 Visio Add-in detects if the document opened by a user is an OpenKM file and enables or disables some toolbar options.

Caution

Office Add-ins are compatible from version 2000 to version 2019.

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

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 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	Bool	To enable/disable the metadata selection form.

After you set your configuration values, a folder called OpenKM is created in your 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 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 on the Upload button and after that the document will be uploaded to OpenKM and a notification message will be shown.

Note

If you have activated the option “Add metadata” in the configuration, it will allow you to select and fill in the corresponding data.

If you have multiple selection metadata and want to mark and unmark all options, you can use the key combination “Ctrl” + “E” and  “Supr” respectively.

Editing an OpenKM document

Click on the  document edit button, a folder navigator will appear. You must navigate across 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.

Danger

After editing, your local document copy will be deleted to prevent user mistakes.

Log

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