IMPORTANT Using the Microsoft Word add-in is very similar to using the Excel or Power Point add-in. Most of the examples given in this section use Microsoft Word but are also applicable to Microsoft Excel and Power Point, unless specified differently.
To use Microsoft Word SDMS add-in features, open the Microsoft Word application and click on the SDMS Add-ins tab in the menu at the top; nine SDMS buttons are displayed in the top left corner.
NOTE If you are using Office 2003, the SDMS options are displayed in a separate panel:
NOTE When you are not logged into SDMS, the buttons are shown as grayed out.
The descriptions are as follows:
| • | Login SDMS - Allows you to log into the system. Other buttons are disabled until you are logged in. |
NOTE When you are logged into SDMS, the button Login SDMS is replaced by the button Logout SDMS which allows you to log out of the system.
| • | Settings - Displays the configured server site address, and allows to test connection. If none is specified, use the URL designated at path Utilities > Settings > Enterprise Setting for SDMS_URL_Client. |
| • | Open Document - Rather than double-clicking an existing document which opens Word with a document already in context, you may use this feature when you open Microsoft Word from the applications menu. Click this link and navigate to the document in your file system on which you want to work. Perform your modifications. When satisfied, click Save to SDMS. |
| • | Check In - When a document is checked out, this button is enabled and allows you to check a document back into the system. More in the section Checking-in and Checking-out Documents in this chapter. |
| • | Save to SDMS - Allows you to save the document as a new SDMS document. See the section Saving a Composite Document in this chapter. |
| • | Browse SDMS - Allows you to search for documents by specifying search criteria such as file type, project, user, and so on. Also allows to search for documents by specifying keyword search criteria. See the section Searching for Documents Using SDMS in this chapter. |
| • | SDMS Templates> - Allows you to associate a Microsoft Office template with a document. Clicking this link displays the available templates from those listed at the path Utilities > SDMS Admin > Office Templates tab. |
| • | Save Template - Allows you to save a template after it is modified. |
| • | SDMS Help - This button opens a CHM help file regarding the features from Microsoft Office add-ins. |
IMPORTANT When you perform some action that causes the Office application to close unexpectedly, once you try to reopen that application, you will be prompted with to disable the SDMS Add-in. Click No. In case you erroneously click Yes, you must re-enable the Add-in. To do so, in the Office application, click File > Options > Add-ins, and then from the Manage drop-down list, select Disabled Items, and press Go. In the Disabled Items pop-up window that appears, select the SDMS Add-in option and click Enable.