From ICIHelp8.2
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Once the '''Word Add-in''' is properly installed in your system then you need to do the '''setup '''part, so that the '''Word Add-in''' should get integrated with Microsoft Word. Setup includes the editing of '''XML files,''' that needs to be made to both the configuration files. | Once the '''Word Add-in''' is properly installed in your system then you need to do the '''setup '''part, so that the '''Word Add-in''' should get integrated with Microsoft Word. Setup includes the editing of '''XML files,''' that needs to be made to both the configuration files. | ||
− | + | Follow these steps to setup Word Add-in: | |
# Open '''My Computer''' on your computer. | # Open '''My Computer''' on your computer. | ||
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:*'''ApplicationUrl value=''', type the URL of the instance you are using, for example, “<a href="[https://training.icertis.com” https://training.icertis.com”]" alt="[https://training.icertis.com” https://training.icertis.com”]" title="[https://training.icertis.com” https://training.icertis.com”]">[https://training.icertis.com” https://training.icertis.com”]</a> | :*'''ApplicationUrl value=''', type the URL of the instance you are using, for example, “<a href="[https://training.icertis.com” https://training.icertis.com”]" alt="[https://training.icertis.com” https://training.icertis.com”]" title="[https://training.icertis.com” https://training.icertis.com”]">[https://training.icertis.com” https://training.icertis.com”]</a> | ||
:*In the '''URL value=''', type the same URL of the instance as above and add the correct port. The port may be different depending on the instance you are using. | :*In the '''URL value=''', type the same URL of the instance as above and add the correct port. The port may be different depending on the instance you are using. | ||
− | + | <div class="note-box">Note: You must have local admin access to your machine to be able to edit these files. Contact your IT department if you need assistance:</div> <ol start="7"> | |
− | Note | + | |
− | <ol start="7"> | + | |
<li>When editing the '''SetupConfiguration''' for Excel, ensure that the '''<CreateUser value="ON"></CreateUser>''' line exists, as shown by the callout in the figure below. Add it, if it is missing.</li> | <li>When editing the '''SetupConfiguration''' for Excel, ensure that the '''<CreateUser value="ON"></CreateUser>''' line exists, as shown by the callout in the figure below. Add it, if it is missing.</li> | ||
</ol> | </ol> |
Revision as of 09:07, 3 May 2017
Setting up the Word Add-in
Once the Word Add-in is properly installed in your system then you need to do the setup part, so that the Word Add-in should get integrated with Microsoft Word. Setup includes the editing of XML files, that needs to be made to both the configuration files.
Follow these steps to setup Word Add-in:
- Open My Computer on your computer.
- Navigate to C:\Program Files (x86)\Icertis Inc.
- Open the add-in folder you wish to edit the configuration file for (ICM Excel Add-in, ICM Word Add-in or ICM Outlook Add-in).
- Look for the SetupConfiguration file in that folder. It is a good idea to make a backup copy of this original file before editing, in case you have to revert your changes.
- Open the file with any word processing software, such as Notepad or Microsoft Word.
- Make the following 2 edits:
-
- ApplicationUrl value=, type the URL of the instance you are using, for example, “<a href="https://training.icertis.com”" alt="https://training.icertis.com”" title="https://training.icertis.com”">https://training.icertis.com”</a>
- In the URL value=, type the same URL of the instance as above and add the correct port. The port may be different depending on the instance you are using.
Note: You must have local admin access to your machine to be able to edit these files. Contact your IT department if you need assistance:
- When editing the SetupConfiguration for Excel, ensure that the <CreateUser value="ON"></CreateUser> line exists, as shown by the callout in the figure below. Add it, if it is missing.