Difference between revisions of "Excel Addin"
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Office Addins are compatible from version 2000 to version 2007. | Office Addins are compatible from version 2000 to version 2007. | ||
| − | After installing Excel | + | After installing the Excel add-in, a new menu item "OpenKM" will appear in Excel . |
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== Configure OpenKM AddIn == | == Configure OpenKM AddIn == | ||
| − | First you must select OpenKM tool bar option to | + | First you must select the OpenKM tool bar option to set your configuration values to access OpenKM from the client computer. If you've got other OpenKM Add-Ins already installed, this may not be needed. |
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| − | When you | + | When you set your configuration values, a folder called '''OpenKM''' is created in your user '''My documents folder'''. In this OpenKM folder, a configuration file called '''openkm.xml''' and another file called '''document.xml''' are created that the OpenKM Add-in uses to store some document editing information. You should not edit or delete these files. |
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== Uploading a new file == | == Uploading a new file == | ||
| − | After | + | After clicking on the [[File:Add_document.gif]] add new document button, a folder tree view will appear. You must select the folder where you want to upload the file. |
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| − | Click on '''Send''' Button | + | Click on the '''Send''' Button and after that the document will be uploaded to OpenKM and a notification message will appear. |
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| − | == | + | == Editing an OpenKM document == |
| − | After | + | After clicking on the [[File:Checkout.gif]] document edit button, a folder navigator will appear. You must navigate across folders and select a document that you want to edit. |
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| − | When you've got some OpenKM document opened, | + | When you've got some OpenKM document opened, the [[File:Checkin.gif]] '''Upload modified document''' (check-in) and [[File:Cancel_checkout.gif]] '''Cancel document edit''' toolbar options will be enabled. |
* '''To upload modified document''', use the [[File:Checkin.gif]] Upload modified document (check-in) toolbar button. | * '''To upload modified document''', use the [[File:Checkin.gif]] Upload modified document (check-in) toolbar button. | ||
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* '''To cancel document editing''', use the [[File:Cancel_checkout.gif]] Cancel document edit toolbar button. | * '''To cancel document editing''', use the [[File:Cancel_checkout.gif]] Cancel document edit toolbar button. | ||
| − | {{Warning|After editing your local document copy will be deleted to prevent user confusion.}} | + | {{Warning|After editing, your local document copy will be deleted to prevent user confusion.}} |
| − | {{Note|OpenKM Excel | + | {{Note|OpenKM Excel Add-in runs with OpenKM 4.1 or higher.}} |
[[Category: User Guide]] | [[Category: User Guide]] | ||
Latest revision as of 12:52, 31 October 2011
Office Addins are compatible from version 2000 to version 2007.
After installing the Excel add-in, a new menu item "OpenKM" will appear in Excel .
Detail of the functions according to their icons:
-
→ Addin configuration -
→ Add new document -
→ Document edit ( check-out ) -
→ Upload modified document (check-in) -
→ Cancel document edit -
→ Help
Configure OpenKM AddIn
First you must select the OpenKM tool bar option to set your configuration values to access OpenKM from the client computer. If you've got other OpenKM Add-Ins already installed, this may not be needed.
When you set your configuration values, a folder called OpenKM is created in your user My documents folder. In this OpenKM folder, a configuration file called openkm.xml and another file called document.xml are created that the OpenKM Add-in uses to store some document editing information. You should not edit or delete these files.
Uploading a new file
After clicking on the 
add new document button, a folder tree view will appear. You must select the folder where you want to upload the file.
Click on the Send Button and after that the document will be uploaded to OpenKM and a notification message will appear.
Editing an OpenKM document
After clicking 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've got some OpenKM document opened, the 
Upload modified document (check-in) and 
Cancel document edit toolbar options will be enabled.
- To upload modified document, use the Upload modified document (check-in) toolbar button.
- To cancel document editing, use the Cancel document edit toolbar button.
 |
After editing, your local document copy will be deleted to prevent user confusion. |
 |
OpenKM Excel Add-in runs with OpenKM 4.1 or higher. |
