IBM Content Navigator, Version 2.0.3     Supports:  Content Manager, FileNet P8

Configuring desktops for Microsoft Office

You can override the default behavior of IBM® Content Navigator for Microsoft Office for each desktop in your environment.

About this task

Users access IBM Content Navigator for Microsoft Office from an IBM Content Navigator desktop. To override the default behavior of IBM Content Navigator for Microsoft Office, complete this task before you deploy IBM Content Navigator for Microsoft Office to your users.

Start of changeStarting with IBM Content Navigator, Version 2.0.3, you can use the administration tool to override settings that were previously controlled by the IBM Content Navigator for Microsoft Office configuration.ini file. If you specify values in both the configuration.ini file and in the desktop settings, the desktop settings take precedence.End of change

Procedure

To override the default behavior of IBM Content Navigator for Microsoft Office for a desktop:

  1. Open the administration tool in the web client and click Desktops.
  2. Select the desktop that you want to modify for IBM Content Navigator for Microsoft Office.
  3. Start of changeOn the General page, in the Office configuration section, select the options that you want to apply to this desktop.
    Option Description
    IBM ECM tab label To display a name other than "IBM ECM", change the IBM ECM tab label. This setting controls the name that is displayed for IBM Content Navigator for Microsoft Office in the following situations:
    • In the Microsoft Office ribbon bar
    • In Microsoft Outlook menus, error messages, and dialog boxes
    General configuration Select the options that you want to apply when users:
    • Open documents
    • Close documents
    • Add and check in documents
    • Search for items
    Remember: If you enable the Map Office properties to your repository properties when users add or check in documents option, then you must also configure the Office Integration settings for each repository that you use.
    Custom commands You can add up to four commands to the IBM Content Navigator for Microsoft Office toolbar in Microsoft Office applications. The commands can be used to open URLs. To configure a custom command you must specify:
    • A label for the command
    • The URL that the command opens
    Optionally, you can also specify:
    • A description to display when users hover over the command in the ribbon bar
    • An icon to display for the command

      For each icon, ensure that the icon file is in the Plugins subdirectory of the IBM Content Navigator installation directory, and enter the file name of the icon.

    Important: For an alternative method to configure custom commands by using configuration file settings, see Customizing the IBM Content Navigator for Microsoft Office interface. The desktop settings take precedence over configuration file settings. However, if no desktop settings are specified, the configuration file settings are applied.
    Add options in the Edit group Specify which Add options are available from the Edit group in the ribbon bar.
    Outlook integration Select the options that you want to apply when users use IBM Content Navigator for Microsoft Office with Microsoft Outlook.
    Tip: If users display categories in Microsoft Outlook, items that are added to an IBM Content Manager or IBM FileNet® Content Manager repository are flagged with "Managed in IBM ECM". However, you can override this label from the Labels > Application Labels section of the administration tool.
    Bidirectional text settings If you want to enable users to enter or view text in IBM Content Navigator for Microsoft Office in a direction other than left-to-right, you must enable support for bidirectional text and specify the direction in which to display text.
    End of change
  4. Optional: On the Layout page, select the features to display in IBM Content Navigator for Microsoft Office, and configure the available repositories for each feature. All of the repositories available for the desktop are displayed when the user drags a document into the Favorites view. However, the features you configure determine the repositories that are displayed when users add a document:
    Displayed features Displayed repositories
    Browse is displayed. Only the repositories available for browse are displayed when the user selects the Add action.
    Browse is not displayed. Search is displayed. Only the repositories available for search are displayed when the user selects the Add action.
    Browse is not displayed. Search is not displayed. All of the repositories available for the desktop are displayed when the user selects the Add action.
  5. Save your changes.

What to do next

Repeat this task for each desktop from which users access IBM Content Navigator for Microsoft Office.