## Introduction

The SSA PDM 8.0 Integration to Microsoft® (MS) Office and Microsoft® Project enables you to incorporate your MS Office documents into SSA PDM Product Data. From the first specifications typed out on a word processor, the budgets (worksheets) and project plans prepared by project management, and the marketing presentations prepared by the sales people, MS Office and SSA PDM exchange information throughout the lifecycle of the product and documents.

The SSA PDM MS Office Integration menu is embedded within the native MS Office application menus. It provides some of the core functions of SSA PDM from within the familiar MS Office environment.

The Integration allows you to run MS Office programs simultaneously, while taking advantage of SSA PDM's basic PDM features. You can track the lifecycle of files within the Integration, in conjunction with all related engineering design objects.

The SSA PDM MS Office Integration allows effective exchange of information between SSA PDM and the supported MS Office applications. All authorized users are provided with the tools to search, browse, view and manipulate documents from a secured central database, enhancing collaborative teamwork.

Once the SSA PDM MS Office Integration has been installed, the SSA PDM Toolbar is added to your MS Office Application Toolbars, and the SSA PDM dropdown menu is added to the MS Office Application Menu Bar. All the options that can be accessed from the Toolbar can also be accessed from the Menu Bar dropdown menu.

The SSA PDM MS Office Integration can be run from the following MS Office applications:

- Microsoft® Word 2000 and XP
- Microsoft® Excel 2000 and XP
- Microsoft® PowerPoint 2000 and XP
- Microsoft® Outlook 2000 and XP
- Microsoft® Project 2000/2002 and XP

NOTE:

You cannot use the Integration with Outlook when you use Word as your e-mail editor. To change your editor setting in Outlook, select Options from the Tools menu and select the Mail Format tab.

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