### Creating Links Between Documents

Within MS Office it is possible to create links between Office objects. For example, it is quite common to include details from an Excel spreadsheet within a Word document. Office objects can be embedded or linked (known as OLE linking) into other Office objects.

NOTE:

This functionality is available for all the integrated MS Office applications, except MS Project.

This scenario describes how to link MS Office files into a parent Word file, how to save the parent file to SSA PDM from within the Integration and how to view the newly created links in SSA PDM.

The Child Documents

First, you create a Word document and an Excel worksheet, save them to the desktop, and saved them in SSA PDM. See Saving an MS Office File to SSA PDM. You named them "Linked Document" and "Linked worksheet" respectively.

The Parent Document

Then, you create a third file, named "New Parent Document" and inserted the above files into it.

To insert the Word document:

1. In the new document, select Object in the Insert menu. The Object dialog box is displayed. Select the Create from File tab.
2. Select the Link to file checkbox (Selecting the Display as icon check box is optional).
3. Click Browse, locate the Word file you want to link and Click Insert.
4. Click OK. You can now view the Word document in your new document.

To insert the Excel Worksheet:

1. Re-open the Excel worksheet.
2. Select part of the worksheet and copy it.
3. Return to the Word document.
4. Select Edit g Paste Special in the main menu bar. The Paste Special dialog box is displayed.
5. Select Microsoft Excel Worksheet Object in the As list.
6. Select the Paste link radio button.
7. Do not select the Display as icon checkbox.
8. Click OK. The worksheet is now linked.
9. Save the file to SSA PDM together with its linked files. You can now view both files linked to your new file.

For the Excel Worksheet, the Display as icon checkbox was not selected and the actual content of the worksheet was inserted.

10. Save the New Parent Document to SSA PDM. See Saving an MS Office File to SSA PDM.

You can also view the linked Document in SSA PDM. See Viewing the Linked Documents in SSA PDM.

NOTE:

If you launch MS Excel from within the Word document, the SSA PDM toolbar and menu may not be available.

SSA Product Data Management 8.0 Integration for MS Office & Project © Copyright 2004 by SSA Global Technologies (Israel), Ltd All rights reserved.