Download Integration for Microsoft Office

Before you can access FileNet P8 documents from within Microsoft® Office 2007 applications or Outlook 2007, you must download Integration for Microsoft Office.

Your administrator must install Integration for Microsoft Office on the application server before you can download Integration for Microsoft Office from Workplace XT. For more information about installing the application, see IBM FileNet Integration for Microsoft Office installation and upgrade.

To download Integration for Microsoft Office

  1. From the Workplace XT Tools menu, click Downloads > Download Integration for Microsoft Office. This menu option is available if your administrator installed Integration for Microsoft Office on the application server.
  2. After the Welcome page, select the language in which you will use Integration for Microsoft Office.
  3. Accept the terms of the agreement. If you do not accept the license agreement, you cannot continue with the installation.
  4. Type the name of the object store and the preference name of the object store. The object store name and preference name are defined under Preference Settings in the Bootstrap settings site preference.

    NOTE  Administrators specify the object store name and the object store's preference name. They can help you complete this installation process if you do not have the correct information.

  5. Type the web addresses for the Content Engine server, Workplace XT server, and the help server. If you are processing tasks, type the web address for the Process Engine Web Services and the connection point name. The connection point name identifies a specific isolated region in the Process Engine database.
  6. Type the name that appears on the tab on the Microsoft® Office 2007 Ribbon and on the menu and option in Outlook.
  7. Select one of the following options:
  8. Select the location in which you want to install the application. Accept the default or click Change to specify a different installation path.
  9. Choose your setup type preference. You can choose to integrate one or more Office applications and Outlook.
  10. Click Install and finish the installation process.