From ICIHelp7.14
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# Navigate to C:\Program Files (x86)\Icertis Inc. | # 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''). | #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. | + | #Look for the SetupConfiguration.xml 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. | #Open the file with any word processing software, such as Notepad or Microsoft Word. | ||
#Make the following 2 edits: | #Make the following 2 edits: | ||
: | : | ||
| − | :* | + | :*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 | + | :*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"> | <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"> | ||
<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> | ||
Revision as of 12:40, 15 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.xml 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.
Related Topics: Create_a_Template_in_ICM_Word_Add-in | Edit_a_Template_in_ICM_Word_Add-in
