Office-Integration

General
Add-in-installation
Office integration in MS Office
Collaboration - Office integration

General

With Intrexx Office integration, you can conveniently access all release documents that are available as file attachments in your Intrexx portal. The documents can be opened directly in Microsoft Office, edited, and then saved directly in the portal again without needing to take a detour through the browser. Newly created documents can also be saved just as easily in your portal. The Office integration can access published Intrexx applications using all current authentication methods. Additional information about the documents can be requested and edited directly in Office using an edit form. As usual, these edit forms can be created in the Applications module and then adjusted to your individual requirements.

Information regarding licensing can be found here.
Information regarding the system requirements for Office integration can be found here.

The following are required to use Office-Integration:
  • Intrexx 8 with Online Update 03
  • Microsoft Visual Studio Tools for Office 4.0 Runtime (included in the MS Office Connector Setup)

Add-in installation

You can conveniently install the add-in via a portlet, which you can add to every Intrexx portal.



Click on Client Download here. This will open the download page for the Connector for Microsoft Office, where the file IntrexxOfficeIntegration.exe can now be downloaded. After you have extracted the file, you can run the setup program with the file Setup.exe.



click on Next here.



You will be informed of the license conditions here. If you have selected the option I accept the terms in the License Agreement, please click on Next.



Define the Installation directory for the Intrexx Office Integration here. If you do not want to keep the preset path, you can select a directory from your network by clicking Browse. Click on Next to continue.



Here, select which Microsoft Office products the add-in should be installed for.


Intrexx Portal Server URL

Enter the URL for your Intrexx portal server here. The connection settings can be changed later or reset in Microsoft Office at any time.

Use proxy

If a proxy is used, please activate the Use Proxy setting and then enter the proxy address.

Ignore local addresses

If requested on the same system, the proxy will be ignored.

Use basic authentication

Uses the default setting configured for the proxy server provided an authentication is required.

Click on Next to continue.



Then click on Install.



Then install the Microsoft Visual Tools for Office Runtime 2010.



After the installation is complete, click on Finish.

Office integration in MS Office

All information regarding this topic can be found here.

Collaboration - Office integration




All Office integrations that you have activated in the Applications module will be listed here. With the context menu item Refresh, the list can be refreshed, if, for example, you have created a new integration in the Applications module, and it has not yet been shown here.



By clicking on the checkbox in the first column, you can activate and deactivate the Office integrations. Information regarding the additional functions available in the context menu of here.