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<h1> Setting up the Word Add-in </h1>
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<p>Once the <b>Word Add-in</b> is properly installed in your system&#160;then you need to do the <b>setup </b>part, so that the <b>Word Add-in</b> should get integrated with Microsoft Word. Setup includes the&#160;editing&#160;of <b>XML files,</b> that needs to be made to both the configuration files.
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= Setting up the Word Add-in =
</p><p>To Setup Word Add-in:
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</p><p>1. Open <b>My Computer</b> on your computer.  
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Once the Word Add-in for .js version is properly installed in your system&nbsp;then you need to set up the add-in , so that the Word Add-in should get integrated with Microsoft Word. Setup includes the&nbsp;editing&nbsp;of XML files, that needs to be made to both the configuration files.
2. Navigate to <b>C:\Program Files (x86)\Icertis Inc</b>.  
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3. Open the add-in folder you wish to edit the configuration file for (<i>ICM Excel Add-in, ICM Word Add-in or ICM Outlook Add-in</i>).  
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Follow these steps to set up the Word add-in:
4. Look for the <b>SetupConfiguration</b> 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.  
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5. Open the file with any word processing software, such as Notepad or Microsoft Word.  
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#&nbsp;Open My Computer on your computer.  
6. Make the following 2 edits:  
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#&nbsp;Navigate to C:\Program Files (x86)\Icertis Inc.  
</p>
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#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'').  
<dl><dd><ul><li> <b>ApplicationUrl value=</b>, 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> </li>
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#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.  
<li> In the <b>URL value=</b>, 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.&#160; </li></ul></dd></dl>
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#Open the file with any word processing software, such as Notepad or Microsoft Word.  
<p>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:  
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#Make the following 2 edits:  
</p><p>6. When editing the <b>SetupConfiguration</b> for Excel, ensure that the <b>&lt;CreateUser value="ON"&gt;&lt;/CreateUser&gt;</b> line exists, as shown by the callout in the figure below. Add it, if it is missing.
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</p>
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:
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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>  
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:*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.&nbsp;  
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<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">
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<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>
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</ol>
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&nbsp;
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&nbsp;

Latest revision as of 15:50, 23 February 2020

Setting up the Word Add-in

Once the Word Add-in for .js version is properly installed in your system then you need to set up the add-in , 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 set up the 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.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.
  5. Open the file with any word processing software, such as Notepad or Microsoft Word.
  6. Make the following 2 edits:
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:
  1. 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.