Customizing the IBM Content Navigator for Microsoft Office interface

You can use a configuration file to customize some of the options in the IBM® Content Navigator for Microsoft Office interface. However, most of the options in the configuration file can also be set at the desktop-level in the IBM Content Navigator administration tool.

To customize the IBM Content Navigator for Microsoft Office interface:

1. Install IBM Content Navigator for Microsoft Office.
2. Open the configuration.ini file in a text editor.
   The configuration.ini file is in the IBM Content Navigator for Microsoft Office application data directory:

   • If you installed IBM Content Navigator for Microsoft Office for all users, the default directory is C:\ProgramData\IBM\Content Navigator for Microsoft Office.
   • If you installed IBM Content Navigator for Microsoft Office for the current user, the default directory is C:\Users\user_account\AppData\Roaming\IBM\Content Navigator for Microsoft Office, where the user_account directory is the current user.
3. If you plan to use a central configuration.ini file, specify values for the following parameters:

   Option	Description
   BaseURL	Required. Specify the URL by which you want users to access IBM Content Navigator from Microsoft Office. Do not include the ?desktop=desktop_name parameter in the URL. The parameter must have the format: BaseURL=public_Content_Navigator_URL
   Desktop	Optional. Specify the ID of the IBM Content Navigator desktop that you want users to access from Microsoft Office. If you do not specify a desktop ID, users are directed to the default desktop. The parameter must have the format: Desktop=desktop_ID
   BaseURLReadOnly	Optional. Specify whether you want the URL to IBM Content Navigator to be read-only. By default, the BaseURLReadOnly parameter is set to false. Valid values include: true false
   DesktopReadOnly	Optional. Specify whether you want the IBM Content Navigator desktop ID to be read-only. By default, the DesktopReadOnly parameter is set to false. Valid values include: true false
   AutoConnectMode	Optional. Specify whether you want to enable IBM Content Navigator for Microsoft Office to automatically connect to IBM Content Navigator. The parameter must have the format: AutoConnectMode=1 | 2 Valid values include: 1 For Kerberos single sign-on (SSO) deployments only. When users start Microsoft Office, IBM Content Navigator for Microsoft Office automatically connects to IBM Content Navigator. For example, if you set the AutoConnectMode to 1 in a Kerberos SSO deployment, when users start Microsoft Word, IBM Content Navigator for Microsoft Office starts the connection to IBM Content Navigator automatically. This setting enables users to automatically access IBM Content Navigator from Microsoft Word. 2 This setting behaves differently depending on how users access their documents: If a user opens a Microsoft Office document from the IBM Content Navigator web client, Microsoft Office opens and IBM Content Navigator for Microsoft Office starts the connection to IBM Content Navigator automatically. If a user opens a Microsoft Office document on their local file system and the document is stored on the repository, IBM Content Navigator for Microsoft Office starts the connection to IBM Content Navigator automatically. If you configured a Kerberos SSO deployment, or if users are already logged in to IBM Content Navigator for Microsoft Office, users are not prompted to authenticate. Otherwise, users must provide credentials in IBM Content Navigator for Microsoft Office before the connection to IBM Content Navigator is completed.
   UseCMNameAttributeOnAddDoc	Optional. IBM Content Manager users only. By default, when a user adds a document to the repository, and the document was not saved on their local file system, the file is added to the repository according to a generic name that is based on the item type. A Microsoft Word document is added with the file name Document1.doc. A Microsoft Excel spreadsheet is added with the file name Book1.xslx. A Microsoft PowerPoint presentation is added with the file name Presentation1.ppt. The UseCMNameAttributeOnAddDoc parameter enables IBM Content Navigator for Microsoft Office to populate the name property according to the Microsoft Office file naming convention. For example, if a user saves a Microsoft PowerPoint document, Microsoft Office automatically uses the text from the title slide as the file name. Important: In the IBM Content Manager repository, you must enable the Represents item option. The option must be enabled on a property in the class that is used for the document. Otherwise, the document is added to the repository with a generic name. By default, the UseCMNameAttributeOnAddDoc parameter is set to false. Valid vales include: true When users add an unsaved document to the repository, IBM Content Navigator for Microsoft Office populates the name property according to the Microsoft Office file naming convention. false When users add an unsaved document to the repository, IBM Content Navigator for Microsoft Office populates the name property according to a generic name for the item type.
   ProxyURL	Optional. Specify the URL of the proxy server by which you want users to access IBM Content Navigator from Microsoft Office. Restriction: You can specify only a proxy server that does not require authentication. The parameter must have the format: ProxyURL=hostname:port
   UseSSO	Set to true to enable SAML SSO. This action is not necessary for Kerberos SSO. Valid values: true false
   DocumentPath	Use this setting to control the path that is used when opening documents. By default, IBM Content Navigator for Microsoft Office uses the same path that is used by Microsoft office, typically the My documents folder. Modify this setting to use a different path, other than the Microsoft Office default. Set the value to a specific path, or use pre-defined tokens for certain Windows paths: %HOME% for the home dir (ex. c:\users\administrator) %MYDOCUMENTS% for my documents (c:\users\administrator\documents) %[Env var]% a specified environment variable (ex: %APPDATA%) You can also append or add a prefix to values as shown in the following example: DocumentPath=C:\Temp DocumentPath=%HOME% DocumentPath=%MYDOCUMENTS% DocumentPath=%HOME%\Extra Path\%USERNAME% DocumentPath=C:\Temp\%USERNAME%

4. Specify any optional parameters for your environment.
   Remember: It is recommended that you configure these parameters from the IBM Content Navigator administration tool rather than in the configuration.ini file. By default, these parameters are not included in the configuration.ini file for IBM Content Navigator, Version 2.0.3 or higher.
   1. To change the label that is displayed for IBM Content Navigator for Microsoft Office, you can change the value of the IBMECMTabLabel parameter:

      IBMECMTabLabel=Custom toolbar label

   2. To add a custom action to IBM Content Navigator for Microsoft Office, modify the following entries in the configuration.ini file:
      1. To specify the label of the custom action, enter a value for the CustomCommand1Name parameter and remove the number sign (#) from the beginning of the line:

         CustomCommand1Name=Command label

      2. To specify the URL target of the custom action, enter a value for the CustomCommand1URL parameter and remove the number sign (#) from the beginning of the line:

         CustomCommand1URL=Target URL

      3. To specify the icon of the custom action, enter the fully qualified path of an icon file, such as a local file, for the CustomCommand1Icon parameter. Remove the number sign (#) from the beginning of the line:

         CustomCommand1Icon=Fully qualified location of the icon file

      You can create up to four custom actions. To create more custom actions, copy the custom action parameters and increment the number in the parameter. For example, to create a second custom action, enter the following information in the configuration.ini file:

      CustomCommand2Name=Command label
      CustomCommand2URL=Target URL
      CustomCommand2Icon=Fully qualified location of the icon file