Office Integration in applications

Applications module

1. Activation on edit pages

If the system requirements are met and the Add-in is installed, then Office Integration can be implemented in absolutely any Intrexx application. It is activated on the Office Integration tab in the properties dialog of the chosen edit page of the application. This edit page will be loaded later when you open a Microsoft Office application via the Intrexx file menu.



Office Integration can only be activated if a File selection element has been added to the edit page. Click here for more information about how to create this element.



2. Office Integration in Microsoft Office

The functions and menus of the Intrexx Office Integration are the same in the Microsoft Office products Word, Excel, and Powerpoint, and will be described in the following for MS Word.

3. Settings

Via this Microsoft Office menu, the connection settings can be entered. If you already entered the connection settings while installing the add-in, these can be modified here.



Enter the portal URL on the "Server" tab. Clicking on "Load default settings" will restore the settings that you made during the course of the add-in setup. You can test the connection by clicking on "Test server".



If a proxy is in use, please activate the setting "Use proxy" and then enter the proxy address on the "Proxy settings" tab. In the "Extended Settings" you can activate the options "Bypass local addresses" and "Use default credentials". See here for more information:

https://msdn.microsoft.com/en-us/library/system.net.webproxy.bypassproxyonlocal%28v%3DVS.90%29.aspx
https://msdn.microsoft.com/en-us/library/system.net.webproxy.usedefaultcredentials%28v%3DVS.90%29.aspx



On the "Login" tab, the authentication will be defined, in the same way that authentication is set up for the Intrexx portal (User menu / Configuration). With "Reset login information", the login information, which you will use to log in to the Intrexx Portal Server in MS Office, will be reset.



On the "Settings" tab, the temporary directory for files from an Intrexx system will be defined. This temporary directory can be cleaned of all old and/or temporary files by clicking on "Delete now". In the "Online update server" drop-down list, you can change the webserver type of your portal server

Opening and saving documents

In Microsoft Word you can reach Office Integration from the "Intrexx Office Integration" menu.



With the menu item "Save as in Intrexx", you can now save a MS Word document of your choice.



If you select the menu item, you will first be asked to log in to the portal. Log in with the desired user, domain, and password. With the "Save login settings" setting, the information will be saved for the next login.



All Office integrations that have been activated in the portal will be listed here. Select the desired integration from the list and then click on "Next".



In this dialog, the "Search" field allows you to search for existing documents that have been entered into this integration. All existing documents will be listed in the table under the field. The table columns will be constructed in such a way that corresponds to the settings made in the module Applications on the Office Integration tab in the properties dialog of the edit page. In order to create a new data record, please click on "Create new data record".



A title of your choice can be entered here. The name of the document will be automatically entered as the same as the name of the current document in Word. Note that the edit page that you use here is the exact edit page that you have created in the Applications module. Click Save after all entries are complete. The file will now be saved to your Intrexx portal as well. If you define a view table on the main page of your application, you can see the list of saved documents and open them in MS Word here as well. Opening in Office will be enabled with the following column settings for the table: the setting "Attachment" in the area "Handling of images in emails" should be activated.



MS Word will automatically recognize the reference in this table, and will correctly assign the file if you select the menu item "Save in Intrexx" from MS Word.



The document can now be opened in MS Word with the menu item "Open document from Intrexx Office Integration".



First, select the desired integration here.



All documents that have been entered to this integration will be listed here and can be selected for editing.



The menu item "Save in Intrexx" is only different to the menu item "Save in Intrexx" because existing files can be saved in another data record, even from another integration. The original data record will be retained in this case.

4. Office Integration portlet

You already know Office Integration portlet from the installation of the Office add-in.



From this portlet, you can reach all applications where Office integration has been activated. By clicking on the symbol next to the name of an active integration, these applications can be reached directly. Simply click on the desired link.