Content Manager 25.2 Office Integration Help

# MS Office Integration

When Microsoft Office applications are integrated with Content Manager, you can:

- Open and save documents directly with Content Manager - see Checking in MS Office Documents and Working with MS Office Documents
- Creating new Content Manager records based on a MS Office template - see Creating a new Content Manager Record using a Template
- View Content Manager record properties of the current document directly from the Office application - see Working with MS Office Documents
- Make Content Manager documents final - see Working with MS Office Documents
- Inserting content from Content Manager Records into documents - see Inserting a Picture; Inserting Text from a File and Inserting an Object
- Configure the Integration Options, including the default language and the Web Client URL.

When Microsoft Office applications are integrated with Content Manager, there is an additional tab called Content Manager in the Office application's ribbon.

It contains the options:

- New - click to select a template from Content Manager and create a new record based on the selected template.

- Open - click to select a document from Content Manager and open it in the Office application.

  NOTE: If a user attempts to open a record that has been made final or is checked out by another user using either the Open button on the Content Manager ribbon, or via the authoring application's File - Open - Content Manager - Browse or Tray options, a warning will be displayed and the document will be opened in Read-only mode.

  NOTE: Disable Content Manager pop-up for macro-enabled documents

  After you edit and close a macro-enabled document, Content Manager prompts a pop-up dialog to prevent the document from automatic check-in when the Enable content button is enabled, especially for Word macro-enabled document.

  To disable the Content Manager pop-up, open regedit, add the 32-bit DWORD DisableMacroPopup registry key, and set the value to 1 that is located at the path:
  Computer\HKEY_CURRENT_USER\SOFTWARE\Micro Focus\Content Manager\OfficeAddins

  NOTE: If you have disabled VBA for Office applications by creating the DWORD VBAOff registry key at the location HKCU\SOFTWARE\Policies\Microsoft\Office\16.0\Common\vbaoff with the value set to 1 and Content Manager add-in is enabled, then the following warning message is issued by the Microsoft Word application when you open a Word document:

  Error: "The function you are attempting to run contains macros or content that requires macro language support. When this software was installed, you (or your administrator) chose not to install support for macros or controls"

  The above warning is related to the configuration of Microsoft Word and how it handles macros and VSTO add-ins.

- Check In - click to save a document to Content Manager.

- Make Final - click to finalize the document when it is saved and checked into Content Manager.

- Check In on Close - click to automatically check the document into Content Manager when it is closed.
- Record Properties - click to display the details of the current document.
- Picture - click to insert a picture from Content Manager into this document.
- Text from File - click to insert text from an electronic document in Content Manager into this document.
- Object - click to insert a selected electronic document as in object from Content Manager into this document.
- Help - click to open the Office Integration help file.
- Login - enabled when Explicit, ADFS and Azure authentication methods are being used - if a user cancels the login prompt, they can connect to Content Manager using this option. If the user is authenticated successfully the Login button will be disabled.

NOTE: If an organization has a requirement to disable the Check In, Make Final, Check In on Close and Record Properties options in the Content Manager ribbon, for example, they may be using a third party application addin that needs to interact with Content Manager records, it is possible to disable these options by setting a Custom Property on the Office document via the document's Info - Properties - Advanced Properties - Custom dialog. This Custom Property must be called CM_Ignore, be a Yes or No Type property, and have a Value of Yes.

Copyright 2008-2025 Open Text
Version 25.2 | Last updated July 2024
Contact

Send documentation feedback

Close

Send documentation feedback

To send feedback using your default email client, open an email window.

Otherwise, send your feedback and the information below to hprmdocumentation@microfocus.com.

We appreciate your feedback!

Product: Content Manager 25.2

Topic Title: MS Office Integration