KnowledgeTree Office Add-in 1.0

From KnowledgeTree Document Management Made Simple

KnowledgeTree Office Add-in 1.0 is the first official release of our new addin for Microsoft Office 2007.

Release Date

27 May 2009

Overview

KnowledgeTree Office Add-in is a desktop tool for Microsoft Office 2007 that allows KnowledgeTree users to view and work with their organization's KnowledgeTree content from within Microsoft Office 2007 applications (Word, PowerPoint, and Excel).

KnowledgeTree Office Add-in provides an alternative, client-side interface to KnowledgeTree from within Microsoft Office 2007 applications. This client tool displays as a side panel within the Microsoft Office 2007 interface, and provides a view of your organization's Microsoft Office 2007 content that is stored in and managed through KnowledgeTree's web-based document management system.

Features:

add documents to KnowledgeTree
browse or search KnowledgeTree
open KnowledgeTree documents for viewing and editing in Microsoft Office, then save your changes directly back to KnowledgeTree (documents are locked for editing in KnowledgeTree while you're editing)
view, add, and edit document properties, such as the document type, document title, tags, etc.
email documents out of KnowledgeTree

Download KnowledgeTree Office Add-in 1.0

System Requirements

KnowledgeTree Server

KnowledgeTree Commercial Edition 3.6.1 (Windows or Linux)
A valid KnowledgeTree Commercial License, installed

Clients

Microsoft Windows Vista (SP1); or Microsoft Windows XP (SP3) - 32-bit or 64-bit
Microsoft Office 2007 (Word, Excel, and PowerPoint)
Internet Explorer: version 6, 7 (recommended), or 8 (non-Release Candidate)

Note: KnowledgeTree Office Add-in 1.0 must be installed on each client machine requiring access to KnowledgeTree.

Installing KnowledgeTree Office Add-in

Pre-requisites

Note: KnowledgeTree Office Add-in 1.0 works only on KnowledgeTree Commercial Server Version 3.6.1

Close all Microsoft applications on the client machine

If you have KnowledgeTree Client Tools for Windows installed on the client (e.g. KnowledgeTree Explorer etc.), we recommend that you uninstall this tool before installing KnowledgeTree Office Add-in.

How to Install KnowledgeTree Office Add-in 1.0

STEP 1: Download KnowledgeTree Office Add-in 1.0

STEP 2: Run setup.exe to launch the KnowledgeTree Office Add-in Setup Wizard; then, click through the Wizard to install KnowledgeTree Office Add-in on the client.

STEP 3: Configure user policies and the settings to your KnowledgeTree server – see the KnowledgeTree Client Tools User Guide for more information on installing, configuring, and using KnowledgeTree Office Add-in.

Known Issues

Enabling Electronic Signatures in the API prevents connections to the KnowledgeTree server, from KnowledgeTree Tools and the new KnowledgeTree Office Add-in.

When no connection can be established to the KnowledgeTree server, KnowledgeTree Tools users and KnowledgeTree Office Add-in users will be unable to use any of the client-side features of the Tools or the Add-in, and they may receive unexpected errors. If you wish to use KnowledgeTree Tools or the KnowledgeTree Office Add-in for desktop integration with the KnowledgeTree server, ensure that the following setting is set to False through KnowledgeTree's web interface, in DMS Administration - System Configuration - Security Settings: Enable API Electronic Signatures. This setting enables and disables electronic signature functionality in the API and for all client tools.

Older versions of Microsoft Internet Explorer 8 causes performance issues and high CPU usage

KnowledgeTree Office Add-in users have reported degraded performance and abnormally high CPU usage when using the add-in with older versions of Microsoft Internet Explorer 8 (e.g. Release Candidate 1). This issue was tested and confirmed on the following Microsoft Windows clients, with KnowledgeTree Office Add-in installed: Vista, XP (32-bit and 64-bit). It has been found that this issue does not occur with later versions of Microsoft Internet Explorer 8. If you are experiencing this issue, we recommend that you upgrade your version of Microsoft Internet Explorer 8.

In Internet Explorer 6, when editing a KnowledgeTree document within Microsoft Office 2007 (Word, Excel, and PowerPoint) through KnowledgeTree Office Add-in, then closing the Microsoft Office application, clicking 'Save' on the prompt does not save the document straight away. You need to close the Microsoft Office application a second time, and click 'Save' again in order to upload the edited document to KnowledgeTree. KOA-471

In Internet Explorer 6, when saving a Microsoft Office 2007 Excel document to KnowledgeTree through KnowledgeTree Office Add-in, then attempting to edit the document title, Excel appears to lose focus – the cursor returns to the document body and it is not possible to complete the document title. This issue occurs intermittently, in Microsoft Office 2007 Excel, and only when using Internet Explorer 6. KOA-477

When changing KnowledgeTree Office Add-In settings on the KnowledgeTree server, you need to log out of the KnowledgeTree Office Add-in; then, logon again, to refresh your settings. KOA-456

When attempting to re-open the panel after closing a previous session, the KnowledgeTree button does not activate the panel on the first click. KOA-412

A fatal error occurs when the Refresh button is repeatedly pressed. KOA-386

When connecting to an https server (over SSL), the IE warning that appears is a non-modal window that does not display on the task bar, but prevents the operation of the KnowledgeTree Office Add-in until you have clicked either Yes, or No, on the dialog. Press Alt+Tab to locate the window.

Improvements and Defect Repairs

KOA-478: Add new KnowledgeTree Logos. Implemented.

KOA-474: Document name does not change in Title Bar of the Office program. Closed. Fixed.

KOA-472: The Add-In does not load after opening a document from the KnowledgeTree Server. Closed. Fixed.

KOA-470: KnowledgeTree Office Add-In does not load if a second Office program is opened. Closed. Fixed.

KOA-465: When logging out of the Office Add-In, the session still remains open in the database. Closed. Fixed.

KOA-464: Document does not save in Powerpoint on first click, but does on second attempt. Closed. Fixed.

KOA-462: Fatal error occurred when closing Word and saving the document to KnowledgeTree. Closed. Fixed.

KOA-460: Cannot double-click and change metadata when editing a document. Closed. Fixed.

KOA-459: Fatal error when editing a document and closing the office program while selecting the 'cancel edit' option. Closed. Fixed.

KOA-457: Actions don't always execute on first click. Closed. Fixed.

KOA-455: Exception error when restarting Windows and any Office program is still open with the KnowledgeTree Office Add-In loaded. Closed. Fixed.

KOA-454: KnowledgeTree Office Add-In not loading when opening a second blank Powerpoint presentation. Closed. Fixed.

KOA-453: Document and document properties remain open after editing of document was canceled. Closed. Fixed.

KOA-451: When saving a document to KnowledgeTree, the normal Microsoft Office 'Save As' window is presented when switching between documents instead of saving the document to KnowledgeTree. Closed. Fixed.