Integration Options

To access the Content Manager Integration options, in Office or Outlook, click File and then click Content Manager Options. The Content Manager Integrations Options dialog will appear.

Users can update the default settings for the integration:

  • Language - this option enables you to select the language that the integration is displayed in. It will be available if there is more than one language to select from. From the drop-down list, select the Language to display the integration in.
  • Use Web Client (enter Web Client URL) - if using the integration with the Web Client integration, this option will be selected by default. Type in the Web Client URL to link the integration with the Content Manager Web Client.

  • Use the record Properties dialog when opening a record - select this option to display the record Properties dialog rather than displaying the record in the Content Manager client or Web Client.

    NOTE: If the default record type property is set in the Options dialog and you attempt to check in to Content Manager, you will be taken directly to the record entry form. To override the default record type, you can hold down the shift key when clicking the Check In button, you will then be prompted to select a record type. If no default is set, you will be prompted to select a record type every time you check in.

    This default applies to all the supported Office applications except for Outlook where this option is hidden. To use a default record type in Outlook, you simply set up a default check in style. See Working with Check In Styles.

  • Sync Linked Folders when opening Outlook - select this option to sync Linked Folders when you open Outlook. By default, this option is checked. Unchecking this option will sync the Linked Folders only when you click the Content Manager tab. Once unchecked, restart the Outlook for this option to take effect.

  • For non mail Outlook items, e.g. Notes, create revisions for subsequent check-ins - select this option to create revisions when non mail Outlook items are checked into Content Manager again.

  • My Documents folder (blank to use default) - type, or copy and paste, the path to where documents from integrated Office applications will stage documents while they are in a Checked Out state. If the path does not exist, it will be created when a document is opened/checked out via the Office integration. If this option is left blank, the default path, C:\Users\<username>\AppData\Roaming\Micro Focus\Content Manager\<DBID>\OfficeCheckouts, will be used.

    NOTE: For Administrators - this option can also be set as a Registry Key, which is only applicable if using the Office integration. The registry key that needs to be created is HKEY_CURRENT_USER\Software\Micro Focus\Content Manager\DataPaths with a new String Value of OfficeCheckouts added. The value data for the OfficeCheckouts value is the path that will be used as the staging path, with the database ID and the folder OfficeCheckouts appended to the folder name, e.g. C:\CM Staging Path\<DBID>\OfficeCheckouts.
    If a path is also set in the Content Manager Integrations Options dialog box, this will override the registry key settings.

  • Hide Content Manager folder under Sent Items - select this option to remove the Content Manager folder from the Sent Items folder in Outlook. Outlook will need to be restarted when changes are made to this option.

  • Outlook Integration option - Default Electronic Document Type - from the drop-down list select the default Rendition type of electronic document to use when attaching a Content Manager record to a new email. See Attaching Content Manager Records for further details.

    NOTE: When this option is first accessed, it is set to blank. When a default option is selected, the defined default will be remembered until the default is modified.