Using the IBM Connections Plug-in for Microsoft Office and Microsoft WindowsAdded by IBM | Edited by Julianne Forgo on September 14, 2012 | Version 4 (Show original)
|The IBM® Connections plug-in lets you add Microsoft® Office documents to an activity, create To Dos for activity users, post a Microsoft Word document to a blog, or search IBM Connections for a person's profile or other content.
Attention: There is a new version of this plug-in that provides significant improvements in functionality. The IBM Connections Desktop Plug-ins for Microsoft Windows provides more seamless integration between Microsoft Office, Outlook and Explorer and IBM Connections. We strongly recommend upgrading to the new plug-in.
The IBM® Connections plug-in lets you add Microsoft® Office documents to an activity, create To Dos for activity users, post a Microsoft Word document to a blog, or search IBM Connections for a person's profile or other content.
Before you use the IBM Connections plug-in, you must configure the services so that you can access the servers for the IBM Connections applications that you plan to use. For example, to post a document to an activity you must supply the URL for an activity server that you can access. You must also supply the user name and password that you use for IBM Connections. If you do not have this information, see your site administrator.
After you are configured, you can:
Add a Word document to an IBM Connections activity, blog, or wiki.
Create a To Do item for an activity.
Add an Excel or Powerpoint document to an activity.
Add a URL as an IBM Connections bookmark.
Insert a bookmark from IBM Connections in an Office document.
Insert data from an IBM Connections profile into a Word document.
Add a file from Windows® Explorer to an activity.
From Microsoft Outlook, you can:
Show the business card for Connections people that send you email.
Add an email message to an activity as an email or as a to do.
Create an email and search Connections Profiles for contact data you can insert in the TO, CC or BCC field
If you have Microsoft Outlook Social Connector 1.1 installed and you are using Microsoft Office 2010, you can do the following:
Add people to your network
View the IBM Connections business card to see a colleagues contact information and links to Connections content
View your network from your Outlook client
View all interaction you share with a colleague in your network, including email, attachments, meetings, and feeds
Configuring the IBM Connections Plug-in for Microsoft Office and Microsoft Windows
To configure the IBM Connections plug-in for Microsoft Office and Microsoft Windows, you must know the URLs for the IBM Connections servers and the user name and password that you use to access IBM Connections.
Adding a Microsoft Office document to an activity
You can add a Microsoft Office document to an activity to share it with other activity users.
Adding a Microsoft Word document to a blog or a wiki
In addition to posting a Microsoft Office document to an activity, you can post a Microsoft Word document to an IBM Connections blog or wiki.
Creating to dos in an Activity
You can create a to-do list in a Microsoft Word document and post it to an activity.
Adding or inserting bookmarks from a Word document
Add a bookmark from a Microsoft Word document to IBM Connections Bookmarks, or insert an IBM Connections bookmark into a Word document.
Searching for a profile and inserting data into a document
From a Microsoft Word document, you can search on peoples names to find their profile. You can insert data from a profile into a document.
Using Microsoft Outlook with Connections
The IBM Connections plug-in for Microsoft Office and Microsoft Windows integrates IBM Connections with your Microsoft Outlook client. It lets you add content from Outlook into Activities, lets you search the IBM Connections applications, and allows you to select a name and get directory information in the form of a business card.
Adding files to IBM Connections from Microsoft Windows Explorer
Add files to an IBM Connections activity or blog with the click of a mouse.
Parent topic: Using plug-ins