The Integration for Microsoft Office
site preferences determine the behavior of specific Integration for Microsoft Office features.
Authoring options
The authoring options
determine various behaviors when you add, check in, or check out a
document.
- Show default entry template determines
whether users can select the default entry template when adding or
checking in a document. The default entry template requires the user
to specify the location of the document, the document class, and any
properties specified by the class. Disable this option if you want
to limit users to entry templates you have created.
- Check out when opening document determines
whether a document is automatically checked out when the user double-clicks
the document in the task pane. The user must have the appropriate
access rights to check out the document. This option does not apply
to opening the document using the menu options.
- Close task pane after opening document determines
whether the browse or search pane is closed after a FileNet® P8 document is opened. When this
option is enabled, the task pane is closed when the document is opened.
If the document opens in a new window, the task pane on the original
window is closed as well.
- Use file name as title specifies whether
to use the Microsoft® Office document's file name, with extension,
as the default title when adding a new document. When this option
is enabled, it overrides the default title, if any, specified in the
entry template.
Delete local file options
The delete local
file options determine whether the local copy of a document is deleted
from the local file system after adding or checking in a document
from an Office application. Deleting the file is a good idea when
the file has multiple authors; each author is then forced to check
out and download the latest version of the file before modifying it
again. The following options are available:
Outlook options
The Outlook options determine
how Microsoft® Outlook behaves when you add email messages to FileNet P8 and when you send FileNet P8 objects in an email
message.
- Prompt for properties when adding determines
whether Outlook prompts the user to type information when adding an
email message to FileNet P8
using the drag-and-drop method. When this option is disabled, the
user can simply add an email message to FileNet P8 without entering any information
by dragging and dropping it into the desired folder. The properties
for the email are automatically populated based on how the properties
have been mapped. See Configure Microsoft Outlook property
mapping for more information.
- Delete email after adding determines whether
the email message is deleted from Outlook after it is successfully
added to FileNet P8.
- Add attachment as link only determines
what happens when users want to send a FileNet P8 object in an email message. When
this option is disabled, the user can choose to add the object either
as a copy of the original or as a link to the original. When this
option is enabled, the user has the option to add the object to the
email only as a link to the original object.
File tracking
The file tracking options
determine the default location for users' files. To get the most benefit
from File Tracker, the options you select here should match the options
you choose for the general
settings for file tracking.
The Document directory setting
specifies the path on a user's system in which documents should be
placed when a user opens or checks out a document. The following options
are available:
- Use Workplace XT Settings uses the document
directory and qualified path settings from the site preference for
general settings for file tracking.
- Application Defaults uses the application's
default location, usually C:\Documents and Settings\user_name\My
Documents.
- Home Path uses the directory path specified
by the user's profile, usually C:\Documents and Settings\user_name.
- My Documents sets the directory path to
the user's "My Documents" folder, usually C:\Documents and
Settings\user_name\My Documents.
- Exact Path uses the exact path entered
in the Qualified path field.
The Qualified path field is used to
specify an exact path or a folder to append to the path specified
by the Application Defaults, Home
Path, or My Documents setting.
The resulting path must exist on the user's system. This field is
ignored if you have selected Use Workplace XT Settings.
For
example, assume the application's default location is C:\Documents
and Settings\user_name\My Documents and you specify MyFolder as
the qualified path. When users check out or open a document from Word,
their document is saved to C:\Documents and Settings\user_name\My
Documents\MyFolder.
Citrix multi-user environment and file tracking settings
If
you are using integrated Office applications in a Citrix® multi-user
environment, it is recommended you configure the Home Path, My Documents,
or Use Workplace XT Settings options to ensure all users can access
a document that is downloaded from FileNet P8.
If you configure the Use Workplace XT Settings option, confirm Workplace
XT-related settings are compliant with the Home Path and My Documents
options.
Use the Exact Path setting to create a shared directory
first, and then specify the directory location. If you select the
Application Defaults setting, confirm that the path specified uses
the application's location, such as C:\Documents and Settings\user_name\.
File type categories
You can specify file
type categories to be used as filters when users browse or search
for documents. A file type category contains a list of MIME types;
a file type with no defined MIME types applies to objects with no
content. File types are defined in the File type categories site
preference.