You can do the following tasks from an Office application
using Application Integration:
- Insert object store items as a hyperlink
- Insert property values
- Update the inserted property values
- Delete inserted property values
You insert class and system property values into currently
checked out Office documents using the Select Property page. This
page displays the property name and value and you select the values
you want inserted. Only one property name and value is added at a
time. The values you insert into your document can also be updated.
The property information you are inserting is associated
with the Reservation not
the Current® Release. Therefore,
take note of the following:
- If you check out a document, and then modify its properties, those
properties are displayed when you insert those properties.
- If you check out a document, and then modify its properties on
the current version, those modifications are not displayed when you
insert those properties.
- If you check out a document, and then insert specific properties,
some of those properties, such as content size and file type, you
insert might not display any values. Do an intermediate
save on the document prior to adding those properties. The
property values appear in your document.
OutlookYou can insert the following items into an Outlook
item, such as an email message, task, and meeting request:
- object store items
- object store items as a hyperlink
- property information in a page-format
Not all object store items can be inserted into an Outlook
item. For example, you cannot insert a folder or custom object. The
items that can be inserted are defined by your site administrator.
In addition, documents whose file type can be defined by a MIME type
are supported; however, inserting other object types, such as search
and publishing templates are not supported.
To insert object
store items as a hyperlink in Office or Outlook:
Office procedures To access an item from an inserted
hyperlink:
-
Open a document that contains a hyperlink to an item.
- Click the link. You might need to log onto a system to integrate with Office applications before
accessing the item.
Note: If you access an item from a PowerPoint
document, you can access the item using the following methods:
-
In the Slide Show view, click the hyperlink in the document.
-
In the other views, right-click the hyperlink, highlight Hyperlink in
the menu, and then point to Open.
To insert properties:
-
Open your checked out document.
- Move your cursor to the location in which you want to insert a
property value.
Note: If you are inserting a property value into an
Excel document, the cell in which you insert a property value must
be empty. If the cell has existing information in it, the property
value you insert into that cell will not appear.
-
From the Insert or Add-Ins menu,
choose FileNet P8 or IBM FileNet
Workplace XT, and then point to Insert Properties.
The Select
Property page appears, where you can select the property you
want to insert into your document.
To modify properties:
-
Open your checked out document.
- From the Insert or Add-Ins menu,
choose FileNet P8 or IBM FileNet
Workplace XT, and then point to Refresh Properties.
The Inserted
Properties page appears, where you can select the properties
you want to update or delete. You can select more than one property.
Outlook proceduresTo insert object store items:
-
Open the Outlook item in which you want to insert the item
and move your cursor to the location in the Outlook item to where
you want to insert the item.
- From the Insert or Add-Ins menu,
click FileNet P8 or IBM FileNet
Workplace XT, and then point to Insert Item.
The Select
Item page appears, where you can select the item you want to
insert into your message.
To access an object store item from an inserted hyperlink:
- Open the Outlook item that contains a hyperlink to an object store
item, and then click the link. You might need to log onto a system before accessing
the item.
To insert a property page:
-
Open the Outlook item in which you want to insert a document's
property information.
- From the Insert or Add-Ins menu,
choose FileNet P8 or IBM FileNet
Workplace XT, and then point to Insert Property
Page. The Select
Item page appears, where you can select the item from which
you want to insert its property information. The property information
is attached as an HTML document and contains a printer friendly summary
of an object's property information.