KnowledgeTree Office Add-in 1.0 RC1

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Contents

Introduction

KnowledgeTree Office Add-in (version 1.0.0 RC1) 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).

Release Date

16 March 2009

Overview

KnowledgeTree Office Add-in provides an alternative, client-side interface to KnowledgeTree from within Microsoft Office 2007 applications. The add-in 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.
  • NEW email documents out of KnowledgeTree
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Download KnowledgeTree Office Add-in 1.0.0 RC1


What's New

This version (1.0.0 RC1) of the KnowledgeTree Office Add-in client tool fixes a number of bugs, and brings KnowledgeTree's Email Document functionality to your Microsoft Office 2007 desktop (for Word, PowerPoint, and Excel).

Email - Search for or browse to the KnowledgeTree document, and email the latest available KnowledgeTree version to one or more KnowledgeTree users. Emails sent through KnowledgeTree are logged in the document's transaction history.


System Requirements

KnowledgeTree Server

  • KnowledgeTree Commercial Edition 3.5.4a (Windows or Linux)
  • A valid KnowledgeTree Commercial License, installed

Clients

  • Microsoft Windows Vista (SP1) or XP (SP3) 32-bit or 64-bit
  • Microsoft Office 2007


Installing KnowledgeTree Office Add-in

Pre-requisites

  • KnowledgeTree Office Add-in works ONLY with the KnowledgeTree server version 3.5.4a
  • KnowledgeTree Office Add-in 1.0.0 RC1 ships as a package of two zipped files:
*ktdms_server patch.zip (server patches)
*ktoffice_addin_setup.zip (client tool)

The server patches must be extracted and copied to the KnowledgeTree server directory before you install the client tool. See Step 2 below.

How to Install KnowledgeTree Office Add-in 1.0.0 RC1

STEP 1: Download KnowledgeTree Office Add-in 1.0.0 RC1

STEP 2: Click here to view step-by-step instructions for installing the server patches and the client tool.


Known Issues

  • KOA-424: Permissions must be set on the ktoffice folder
  • KOA-412: 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-386: A fatal error occurs when the Refresh button is repeatedly pressed.
  • KOA-395: SSL Connection (https) and Security Certificates

SSL client/server connections (e.g using 'https:..') require a signed SSL certificate. Self-signed certificates should not be used in environments where server authenticity and the security of user connections to the server are important, and in this case you should obtain a certificate from a commercial Certificate Authority, which allows you to verify the authenticity of the server's certificate.

Using a self-signed certificate for an SSL connection to KnowledgeTree through KnowledgeTree Office Add-in triggers a Microsoft Security Alert. You may either click through the warning to connect to KnowledgeTree using the unrecognized SSL certificate, or cancel the connection until you can obtain a recognized certificate. Note: The KnowledgeTree Installer automatically generates a temporary, self-signed certificate for the KnowledgeTree server when installing KnowledgeTree with SSL support.

In Microsoft Internet Explorer 7, when proceeding with the connection, you need to accept a second security notice before a connection to KnowledgeTree may be established.

When canceling connections at security messages (in IE7 or in IE6), a bug in the beta version of the KnowledgeTree Office Add-in results in the panel reloading a bit slower than necessary; then, when the panel resets, the default server details no longer display. You need to manually re-enter the server address, or close Microsoft Office and then re-open the application to auto-populate the connection details.


Documentation

KnowledgeTree Office Add-in Beta Quick Start Guide:


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