Download Application Integration for Microsoft Office

Application Integration lets you access Workplace 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 from FileNet P8 eForms Designer for designing forms that can be filled out in Workplace. 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.

Installation considerations

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. However, if you are using Office 2007, you must use Integration for Microsoft Office to access FileNet P8 documents from Office 2007 applications. Refer to Download Application Integration BCS for more information.

To download Application Integration (new install)

  1. Navigate to the Author page, General Tools view, and then click Download Application Integration for Microsoft Office.
  2. The File Download dialog box for your system appears. Choose one of the following options:
  3. Accept the terms of the agreement. If you do not accept the license agreement, you cannot install the software.
  4. Do the following steps:
    1. Select the applications you want to integrate, and then click Next.

      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.

    2. Click Change to specify a different installation path location in the Change Current Destination Folder dialog box, and then click OK. Click Next.

      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.

  5. Enter the server name, port number and application name that defines the Workplace address. The server name is the name of the web server running Workplace, port is the port number assigned to the web server, and application is the name of the application on the application server where you installed the Workplace files.

    Select Server uses secure connection (SSL) if you are running a full SSL to encrypt all communication with Workplace. 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.

  6. Click Next, and then click Install.
  7. Finish the installation program process.

Upgrade Application Integration and File Tracker

Upgrading to the most current version of Workplace Application Integration or File Tracker or involves installing the new version on top of your existing Workplace 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 and retains that configuration.

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.

Upgrade considerations

The procedures for upgrading Workplace Application Integration and File Tracker 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.

Workplace Application Integration and File Tracker

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 email. Beginning with version 3.5.1-003, entry templates for adding an email are no longer restricted to using the email 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

Continue with the To upgrade only File Tracker procedure.

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,

To upgrade Application Integration

  1. If you want to download Application Integration for Workplace, navigate to the Author page, General Tools view, and then click Download Application Integration for Microsoft Office.
  2. Scroll down and click Download Application Integration for Microsoft Office. The File Download dialog box for your system appears. Choose one of the following options:
  3. If prompted, click Yes to upgrade to the current version you are installing or click No to end the installation.
  4. Click Finish to complete the setup process.