| # MS Office Integration This topic briefly describes the features of the Microsoft® Office integration pack that is delivered with ERP LN 6.1. Overview This integration pack ( "Infor Integration Pack 2.0 for Infor Baan ERP 5/6 - Microsoft® Office 97/2000/XP") enables you to integrate ERP LN 6.1 with: MS Word: you can select records in a ERP session and send them, via the Send To command in the session's File menu, to a ERP specific MS Word template. Based on this template, one or more Word documents are generated automatically. MS Excel: in a similar way, you can send a set of records to a ERP specific MS Excel template to create an Excel workbook. Changes made in Excel can be saved (uploaded) to ERP LN 6.1. The data transfer between the ERP server and the client PCs is via Infor Integration. To use the integration pack, two roles can be distinguished: Template designer A template designer develops and publishes the ERP specific templates for MS Word and MS Excel. A template designer is an experienced ERP user that is familiar with the ERP functionality. End user An end user uses the ERP specific templates to generate MS Word documents and MS Excel workbooks that contain ERP specific data. Published templates are stored per company number. You can export published templates to another company in your ERP environment, or to another ERP environment. Note For details on the MS Office integration pack, refer to the User's and Installation Guide for Integration Pack 2.0 for ERP Baan 5/6 - Microsoft® Office 97/2000/XP (U8308B US). Prerequisites You can only use the MS Office integration pack if: MS Office parameters are defined on the ERP server. The OpenWorldX server is configured. The OpenWorldX Client adapter is installed on your PC. The "Integration Pack for ERP 5/6 - MS Office" client software is installed on your PC. You can choose different types of client installations, for example Word/end user and Word/template designer. For details on the installation and configuration, refer to chapter 4 "Installation procedure" in the User's and Installation Guide for Integration Pack 2.0 for ERP Baan 5/6 - Microsoft® Office 97/2000/XP (U8308B US). Sessions The following sessions are available in the Office Integrations menu on the ERP server: Office Parameters (ntint0500m000) MS Word ERP Templates (ntwrd0510m000) MS Excel ERP Templates (ntexl0110s000) Export Published ERP Templates (ntint0200m000) Import Published ERP Templates (ntint0201m000) Related topics User's and Installation Guide for Integration Pack 2.0 for ERP Baan 5/6 - Microsoft® Office 97/2000/XP (U8308B US) |