AX1070

Logging into Axiom from Word or PowerPoint

When you open a Word or PowerPoint file from within Axiom, the Word or PowerPoint add-in automatically considers you as logged into that system. You do not need to explicitly tell the add-in that you want to use the current system, and there is no additional action necessary to log in.

However, you can also log in to Axiom from within Word or PowerPoint, for purposes of opening Word or PowerPoint files that are stored within the Axiom database, or to save new files to the Axiom database. In this circumstance you have several options regarding the login behavior.

Logging into Axiom

If you use the Open or Save features on the Axiom tab, and you are not already logged into Axiom, then the add-in will attempt to log you in.

  • The add-in will use the Axiom Application Server designated as the Active server for the add-in. By default, this is the application server for the system that you were logged into when the add-in was first installed. You can change the active application server using the Options button on the Axiom tab.

  • The Axiom login screen may or may not display, depending on the authentication type and configuration used at your organization. Generally speaking, the login behavior will be the same as when you log in to Axiom directly.

  • If the login is successful, then the Open or Save process will continue, and you will remain logged into the current Axiom system until you close Word or PowerPoint, or until you use the Logout button for the add-in to log out.

If desired, you can log in directly using the Axiom Login button on the Axiom tab. As with the automatic login, the add-in will use the Axiom Application Server designated as the Active server for the add-in. The login behavior is the same.

Logging out of Axiom

To log out of the current Axiom system, click the Log Out button on the Axiom tab. (The Login button becomes the Logout button after you have logged in.) If you have any Axiom-managed files opened from that system, you will be prompted to save them before the logout occurs.

NOTE: If you log out of the Word or PowerPoint add-in, this may clear your "remembered" status for the Excel and Windows Clients. This only applies if you are using Windows User Authentication and only if you are not also currently logged into the Excel or Windows Client at the time you log out.

Changing the active Axiom system for the add-in

By default, whenever you log into Axiom from within Word or PowerPoint, the add-in uses the active Axiom Application Server as specified in the add-in Options. If you want to change the active Axiom Application Server:

  1. Log out of the current Axiom system (if applicable).
  2. Click the Options button on the Axiom tab, and then select the desired application server from the Active server drop-down list.

You will now connect to the newly selected application server whenever you log into Axiom from within Word or Power Point, until you change the setting.

This behavior only applies when logging into Axiom from within Word or PowerPoint. When you open a Word or PowerPoint file from within Axiom, then the add-in always considers you logged into the application server for that system, regardless of what is specified as the active application server for the add-in.

Managing available Axiom systems

Whenever you open a Word or PowerPoint file from within Axiom, that application server is automatically added to the list of available application servers for the add-in. If desired, you can manually add application servers or delete application servers as follows:

  1. If you are currently logged into a system, click the Log Out button on the Axiom tab. You must be logged out to manage the list of servers.
  2. Click the Options button on the Axiom tab.
  3. In the Axiom Options dialog, click Manage servers.
  4. Add or delete a server as follows:
    • To delete a server, select the server in the list and click the Delete button .
    • To add a server, click the Add button . In the Add Application Server dialog, type the URI to the application server (for example: http://servername/Axiom).

This list is managed separately for each add-in (Word and PowerPoint).