Application Integration lets you access Workplace or Workplace XT from Microsoft® Office or Outlook. You can quickly add documents, check in, check out, and save copies of your work from inside Office. From Outlook, you can also add documents and folders as well as access workflows and work items .
You can also use Application Integration to access Workplace and Workplace XT from FileNet P8 eForms Designer for designing forms that can be filled out in Workplace or Workplace XT. For more information, see the FileNet P8 eForms Designer Help.
If you already have a previous version of Application Integration or FileTracker for Workplace installed, see the Upgrade Application Integration and File Tracker section below.
You cannot install Application Integration for Workplace and Workplace XT on a single workstation at the same time. If you want to integrate Workplace XT with your Office applications and Outlook, but those applications are currently integrated with Workplace, you must first uninstall Application Integration for Workplace, and then install Application Integration for Workplace XT.
In addition, if you are using Office 2003 or earlier versions, you must use Application Integration to integrate with Workplace or Workplace XT. However, if you are using Office 2007, you must useApplication Integration BCS to integrate with Workplace XT. Refer to DownloadApplication Integration BCS for more information.
NOTE The Application Integration Toolkit Components option is required to use Application Integration.
KEYBOARD TIP Use arrow keys to move up and down the list of applications. Use the space bar to access the pop-up menu for any of the applications, and then use the arrow keys to select a feature and press Enter.
NOTE You might see two default installation paths—one for Microsoft Office and Outlook and another for the Toolkit Components. The Toolkit Components path only appears when the system on which you are installing Application Integration has the Toolkit Components currently installed. You cannot modify the Toolkit Components installation path.
Select Server uses secure connection (SSL) if you are running a full SSL to encrypt all communication with Workplace or Workplace XT. Do not select this option if you use a SSL redirect during login.
NOTE You can optionally leave these fields blank and enter the information each time you log on to Workplace or Workplace XT.
Upgrading to the most current version of Workplace Application Integration or File Tracker or Workplace XT Application Integration involves installing the new version on top of your existing Workplace or Workplace XT applications. The upgrade installation program detects the earlier version and notifies you before proceeding with the upgrade.
During the upgrade process, the installation program detects the Microsoft applications that were previously integrated with Workplace or Workplace XT and retains that configuration. For example, if you had Microsoft Outlook integrated with Workplace in the 3.5.1 release, the integration with Microsoft Outlook is upgraded to 4.0.x during the upgrade installation. Similarly, if you had Microsoft Word integrated with Workplace XT 1.1.0.0, the integration with Microsoft Word is upgraded to 1.1.1.0 during the upgrade installation.
You cannot change your installed components during the upgrade process. You can add or remove a Microsoft application from Application Integration after the upgrade using your Add/Remove Programs application.
The procedures for upgrading Workplace Application Integration and File Tracker or Workplace XT Application Integration depend on which versions are currently installed on the client workstation. Use the table below to help you understand what needs to be considered when upgrading the applications.
NOTE If you upgrade from Workplace Application Integration version 3.5.1-002 or earlier, there is a change in the behavior of entry templates for adding e-mail. Beginning with version 3.5.1-003, entry templates for adding an e-mail are no longer restricted to using the e-mail class or subclass.
Upgrading from |
Upgrading to |
Procedure |
Workplace Application Integration version 3.5.1-001 or earlier.
|
Application Integration 4.0.x will install File Tracker for you. |
See the procedure To upgrade Application Integration in the Download Application Integration topic. |
Workplace Application Integration version 3.5.1-002 or higher.
|
Application Integration 4.0.x will install File Tracker for you if you had only Application Integration installed (without File Tracker). |
See the procedure To upgrade Application Integration in the Download Application Integration topic. |
Workplace File Tracker 3.5.1 or higher (without Application Integration) |
Workplace File Tracker 4.0.x |
|
Workplace File Tracker 3.5.1 or higher (without Application Integration) |
Workplace XT File Tracker 1.1.1.0 |
Uninstall Workplace File Tracker, and then install Workplace XT File Tracker. |
Both Workplace Application Integration and File Tracker means the order in which you installed the applications determines how you upgrade. If you installed File Tracker 3.5.1-002 or higher before you installed Application Integration...
|
Application Integration and File Tracker 4.0.x You must first upgrade File Tracker before you upgrade Application Integration. |
Continue with the To upgrade only File Tracker procedure, and then see the procedure To upgrade Application Integration, in the Download Application Integration topic. |
Both Workplace Application Integration and File Tracker means the order in which you installed the applications determines how you upgrade. If you installed Application Integration 3.5.1-002 or higher, and later used File Tracker... |
Application Integration and File Tracker 4.0.x You only need to upgrade Application Integration. |
See the procedure To upgrade Application Integration, in the Download Application Integration topic. |
Workplace Application Integration |
Workplace XT Application Integration 1.1.x. NOTE If you currently have Workplace File Tracker installed and want to use Workplace XT File Tracker, you first need to uninstall Workplace File Tracker, and then install Workplace XT File Tracker. |
Uninstall Workplace Application Integration and install Workplace XT Application Integration. |
To upgrade Application Integration