IBM Content Navigator for Microsoft Office Overview

You can integrate IBM Content Navigator features, like searching, browsing, and checking documents in and out of the repository, with Microsoft Office applications by using IBM Content Navigator for Microsoft Office.

Restriction: IBM Content Navigator for Microsoft Office is supported for IBM FileNetĀ® Content Manager and IBM Content Manager only.
When IBM Content Navigator for Microsoft Office is installed on IBM Content Navigator client workstations, users can access IBM Content Navigator features from the IBM ECM menu in the following applications:
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft PowerPoint
  • Microsoft Word

For a list of the supported versions of each Microsoft Office application, see Prerequisites for installing IBM Content Navigator for Microsoft Office.

Depending on the features that are available on the desktop that you connect to, you can:
  • Access entry templates.
    • IBM FileNet P8 users only. The list of recently used entry templates shows the four entry templates that you used most recently. The list is cleared when you restart the Microsoft Office application.
  • Access your list of favorites.
  • Access your teamspaces.
    • IBM FileNet P8 users only.IBM Content Manager users only. You can access teamspaces in IBM Content Navigator for Microsoft Office, but you cannot create teamspaces or modify teamspace template definitions. Teamspaces and teamspace template definitions must be created in the web client. The list of recently used teamspaces shows the four teamspaces that you used most recently. The list is cleared when you restart the Microsoft Office application.
  • Browse for content.
  • Check documents in and out of the repository.
  • Edit the properties and security of documents.
  • Launch and process workflows.
    • IBM FileNet P8 users only. You can start and process Microsoft Office documents in workflows from IBM Content Navigator for Microsoft Office. You cannot start or process other types of workflows from this integration.
  • Search for content.
    • IBM FileNet P8 users only.IBM Content Manager users only. You can search a class in a repository or multiple classes. You cannot search across multiple repositories.

To integrate IBM Content Navigator with Microsoft Office applications, see Integrating IBM Content Navigator with Microsoft Office.