AX1069

Installing the Word or PowerPoint add-in

There are two ways to install the Word and PowerPoint add-ins:

  • You can install the Word add-in directly from the Quick Launch menu in the Web Client.
  • The Word and PowerPoint add-ins are installed automatically the first time that you open an editable Word or PowerPoint file that is stored within the Axiom database.

Each add-in is installed separately. You can install the PowerPoint add-in without installing the Word add-in and vice versa.

Once the add-in is installed, it will remain active within your Word or PowerPoint installation, so that you can now open files that are stored in the Axiom database directly from within Word or PowerPoint.

NOTE: In order to install the Word or PowerPoint add-in, you must have the necessary security permission. If you do not have the permission, then the add-in is not available for manual or automatic installation.

Installation prerequisites and requirements

  • A supported version of Microsoft PowerPoint or Microsoft Word must be installed on your computer. For more information on supported versions, see Word and PowerPoint Integration.

  • Microsoft Visual Studio Tools for Office (VSTO) must be present on your computer in order to install the add-in. This means that by default, the add-in is only supported for use with the Axiom Excel Client, because VSTO is a prerequisite for the Excel Client. However, if you want to use the add-in with the Axiom Windows Client, you can install VSTO on machines where you want the add-in to be available.

NOTE: There is a known incompatibility with the Axiom add-in for PowerPoint and the Camtasia add-in for PowerPoint. If you have the Camtasia add-in installed, the Axiom add-in will not release locks on files as expected. In this case you will need to disable the Camtasia add-in if you want to use the Axiom add-in. It is possible that other third-party PowerPoint add-ins may have similar issues.

Installing the add-in automatically

The following summarizes the installation process when the add-in is installed automatically.

  • Log into the Axiom Excel Client, and use any means to open a Word or PowerPoint file for which you have read/write permission. If you are using the Windows Client and you have explicitly installed VSTO for use with this add-in, then you can also perform this step in the Windows Client.

    For example, you can use Axiom Explorer, the Explorer task pane, or the Reports Library dialog—anywhere that you can access and open a Word or PowerPoint file.

  • Microsoft Word or PowerPoint opens to display your file. You should now see an Axiom tab in the Word or PowerPoint ribbon. You can edit your file as desired, and when you save, the file will be updated in the Axiom file system.

  • The Axiom tab will persist in your Word or PowerPoint installation from this point forward.

Installing the add-in manually

You can install the add-in manually as needed from the Web Client.

  1. Log into the Axiom Web Client. Contact your system administrator if you do not know the appropriate URL for your environment.

  2. In the Global Navigation Bar The blue bar across the top of pages in the Web Client. The Global Navigation Bar provides access to system-wide features. , click the rocket icon to open the Quick Launch menu.

  3. In the Quick Launch menu, click MS Word Add-In or MS PowerPoint Add-In.

  4. When prompted, log into Axiom. Note that you may not be prompted to log in if you are using Windows User Authentication and you have previously enabled Remember Me for the desktop client.

Once you have logged into Axiom, Microsoft Word or PowerPoint opens. You should now see an Axiom tab in the ribbon. The Axiom tab will persist in the application from this point forward.

Upgrading the add-in

Once the add-in is installed, it will be upgraded as part of upgrading your Axiom Desktop Client installation. A version mismatch may occur if your Axiom Application Server is upgraded, and you run the Word or PowerPoint add-in before you access and upgrade your Axiom Client. In that case you can simply close the add-in, upgrade your Axiom Desktop Client, and then access the add-in again.