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To Setup Word Add-in: | To Setup Word Add-in: | ||
| − | 1. Open '''My Computer''' on your computer. | + | '''1.''' Open '''My Computer''' on your computer. |
| − | 2. Navigate to '''C:\Program Files (x86)\Icertis Inc'''. | + | '''2.''' Navigate to '''C:\Program Files (x86)\Icertis Inc'''. |
| − | 3. 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''). | + | '''3.''' 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''). |
| − | 4. 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. | + | '''4.''' 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. |
| − | 5. Open the file with any word processing software, such as Notepad or Microsoft Word. | + | '''5.''' Open the file with any word processing software, such as Notepad or Microsoft Word. |
| − | 6. Make the following 2 edits as shown in the figure below. Note that you must have local admin access to your machine to be able to edit these files. Contact your IT department if you need assistance. | + | '''6.''' Make the following 2 edits as shown in the figure below. Note that you must have local admin access to your machine to be able to edit these files. Contact your IT department if you need assistance. |
*'''ApplicationUrl value=''', type the URL of the instance you are using, for example, “[https://training.icertis.com” https://training.icertis.com”] | *'''ApplicationUrl value=''', type the URL of the instance you are using, for example, “[https://training.icertis.com” https://training.icertis.com”] | ||
*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. | ||
| − | 7. | + | '''7.''' 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. |
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Revision as of 07:36, 15 March 2017
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.
To Setup Word Add-in:
1. Open My Computer on your computer.
2. Navigate to C:\Program Files (x86)\Icertis Inc.
3. 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).
4. 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.
5. Open the file with any word processing software, such as Notepad or Microsoft Word.
6. Make the following 2 edits as shown in the figure below. Note that you must have local admin access to your machine to be able to edit these files. Contact your IT department if you need assistance.
- ApplicationUrl value=, type the URL of the instance you are using, for example, “https://training.icertis.com”
- 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.
7. 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.
