Configuring the Edit Service client for IBM Content Navigator

If you use IBM® Content Navigator with IBM FileNet® P8 and IBM Content Manager repositories, you can install the Edit Service client on users' workstations to enable users to easily add files or edit files in the local apps that are installed on their computers.

To integrate IBM Content Navigator with user desktop applications:

1. Enable the Edit Service client on each repository where you want users to store the files they add or edit through the Edit Service client:
   1. Open the repository configuration in the IBM Content Navigator administration tool.
   2. Click the Edit Integration tab.
   3. In the Edit Service Integration section, enable the Edit Service client.
   4. Save your changes to the repository configuration.
2. By default, the Edit Service client enables users to create blank Microsoft Excel, PowerPoint, and Word documents. However, if you want to enable users to create other types of documents, such as PDF files, complete the following steps:
   1. Click New Category.
   2. Enter a display name and description for the category.
   3. Select the MIME types that you want to associate with the category.
   4. Click OK and save your changes to the repository configuration.
3. If you created a custom category or if you want to associate a custom template with a default category, you must add one or more templates to each category.
   The following table explains when you must provide a custom template and when you can optionally provide a template:

   Templates	Default categories	Custom categories
   Blank template provided	Yes. A blank template is provided for Microsoft Excel, PowerPoint, and Word files.	No. However, you must add custom templates to enable users to create custom file types by using the Edit Service client.
   Custom templates required	No. If you want users to create and add only blank Microsoft Office documents, you do not need to provide a custom template. However, if you provide a custom template, the blank templates that are provided with the Edit Service client are overwritten. If you want users to be able to create blank documents or use a predefined template, you must add a blank template and a custom template.	Yes. You must add one or more templates to each custom category to enable users to add new files to the repository by using the Edit Service client.

   1. Click Add for the category that you want to add a template to.
   2. Select the template file that you want to add to the repository and specify the appropriate values for the file in the repository.
      Important: Ensure that the users who need to use the template have access to the template.

      External users can add or modify files that are shared with them in the local applications that are installed on their computers. To use this feature, the Edit Service application must be installed on the client. For more information, see Sharing documents and folders with users outside of your organization.

   3. Click Add to add the file to the repository.
   4. If you have multiple templates that are associated with a category, specify which template is selected by default.
      This template is selected by default in the New Document window when the user clicks New > Document type.
   5. Save your changes to the repository configuration.
4. Enable the Edit Service client on the appropriate desktops in your environment:
   1. Open the desktop configuration in the IBM Content Navigator administration tool.
   2. On the General tab, enable edit services.
   3. On the Repositories tab, ensure that the desktop includes at least one repository for which the Edit Service client is enabled.
   4. Save your changes to the desktop configuration.
5. Deploy the Edit Service client to users by installing the service on user workstations silently or interactively:
   • To silently install the Edit Service client, modify the following command as necessary and then run the command on client computers:

     ICNEditClient.exe /v"/qn /L*v C:\EditInstallLog.txt AgreeToLicense=Yes"

     For IBM Content Navigator 3.0.5 and earlier:

     ICNEditClient.exe /v"/qn /L*v \"C:\EditInstallLog.txt\" AgreeToLicense=
     "Yes" SAVE_SETTINGS_FOR_ALL=1

     If you choose SAVE_SETTINGS_FOR_ALL=1, the client is installed for all users on the client computer. If you choose SAVE_SETTINGS_FOR_ALL=0, the client is installed only for the current user.
     Any messages and errors from the installation program are written to the c:\EditInstallLog.txt log file. If you want to generate the log file in a different location, modify the following argument in the command:

     /L*v \"fully_qualified_path_of_the_log_file\"

   • To interactively install the Edit Service client, instruct your users about where they can download the ICNEditClient.exe file to run the installation program.
   Related information:
   Installing the Edit Service for Mac OS