Title: ms office Integration Plug-ins User Guide




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Title: MS Office Integration Plug-ins User Guide

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Version:1.7

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Saved: 22-May-2007 10:12







EPAM Systems

EPM-PMC
MS Office Integration Plug-ins User Guide




REVISION HISTORY

Rev.

Description of Change

Author

Date

Approved

Name

Effective Date

















1.2

Added chapter “4.2. How to create multiple PMC items with MS Excel”

Yuriy Koziy

26 April 2007







1.4

Reviewed

Natalia Havenka,

Vitali Breida












1.5

Corrected

Yuriy Koziy










1.6

Few corrections from Natalia

Yuriy Koziy

21 May 2007







1.7

Minor changes

Yuriy Koziy

22 May 2007









RELATED ARTIFACTS

No.

Artifact Name

1

PMC MSOffice Integration presentation

Contents

1. Introduction 3

2. Plug-ins installation 3

2.1. Prerequisites 3

2.2. Installation steps 5

3. Plug-ins configuration 8

3.1. Selecting PMC instance 8

3.2. Configuring PMC Connections 8

4. Creating PMC items with Office Plug-ins 9

4.1. How to create PMC items with MS Word/Excel 9

4.2. How to create multiple PMC items with MS Excel 11

5. Troubleshooting 15

5.1. PMC Toolbar is missing 15




1.Introduction


Microsoft Office integration plug-in pack consists of 3 parts:

  • MS Word plug-in

  • MS Excel plug-in

  • MS Excel Smart Documents pack

Using MS Word plug-in and MS Excel plug-in you can create documents and requirements. With MS Excel Smart Documents pack you can create test cases, requirements, issues and bugs.

2.Plug-ins installation

2.1.Prerequisites


Note: It is assumed you have Microsoft Office version 2003 and later installed on your system.

  • Either Microsoft Office 2003 Standard for MS Word and MS Excel plug-ins or Microsoft Office 2003 Professional for MS Excel Smart Document Pack or later

  • .NET Programmability Support

  • Smart Tag .NET Programmability Support

To check out whether .NET Programmability Support in enabled, perform the following steps:

Open Add/Remove Programs interface (select Start – Settings – Control Panel and open Add/Remove Programs).

Select Microsoft Office item and click Change.

In the next appeared window select Add or Remove Features.



Then enable .NET Programmability Support and Smart Tag .NET Programmability Support both for Word and Excel. With these features disabled you won’t be able to run PMC Office Plug-ins.





Click Update and proceed with the installation.


2.2.Installation steps

2.2.1.Close all Word (Excel) processes


Close all Word (Excel) processes on your computer. Make sure that WINWORD.EXE (EXCEL.EXE) is absent in the list of processes in Windows Task Manager (Outlook sometimes may run it as hidden process).

2.2.2.Extract installation package


Extract PMCIntegrationPlugin-x.x.xxx-xxxxxxxx-bin.zip to any directory.

2.2.3.Run setup


Run setup.exe and install PMC Office Plug-in to any directory on your computer.
Note, that some additional programs may be installed if they are absent:

  • Microsoft .NET Framework 2.0

  • Web Service Enhancements (WSE) 3.0 for Microsoft .NET

  • VSTO Runtime (Microsoft Visual Studio 2005 Tools for Office)



2.2.4.Installation preferences


Select components you want to install:

Select installation folder:




2.2.5.Check permissions (for Vista users)


(Windows Vista users) After installation is completed, check whether user has appropriate permissions for installed folders (i.e. C:\Program Files\EPAM Systems\WordPlugin, C:\Program Files\EPAM Systems\ExcelPlugin, or C:\Program Files\EPAM Systems\ExcelSmartDocument):


2.2.6.Set up the PMC Toolbar


Open Microsoft Word (Excel) application. If the installation is successful, you will see PMC Toolbar with 2 buttons (Create PMC Item and Settings):

If you don’t see PMC Toolbar, check it in the Word’s (Excel’s) Panels list – may be it isn’t selected.



If you don’t see PMC toolbar, please refer to Troubleshooting section of this document.


3.Plug-ins configuration

3.1.Selecting PMC instance


To select PMC instance, click the Settings button on the PMC Toolbar:


3.2.Configuring PMC Connections


To add or edit Office Plug-ins settings, click the Settings button on the PMC Toolbar. In appeared pop-up window click Add or Edit respectively.

The Connection Info window appears:





  • Name – connection name (arbitrary)

  • WebLogic User Name, WebLogic User Password – user credentials for particular WebLogic server

  • Web Services URL – URL of Web Services

  • PMC URL – URL of particular PMC instance

To check whether connection parameters are ok, click Test Connection. The application will try to connect to specified server using specified credentials.

To update connection parameters, click OK.


4.Creating PMC items with Office Plug-ins

4.1.How to create PMC items with MS Word/Excel

4.1.1.Creating items from the document


To create a single PMC item from MS Word document or MS Excel document, perform the following actions:

Firstly, open the file (sent by customer, created by user, etc.)



Note: You can save either whole file as PMC item or just text selection.

To save whole file as PMC item, click Create PMC item button in PMC toolbar:



Then you proceed with defining PMC item’s parameters (See 4.1.2 Creating items based on text/cells selection)

Finally, the file will be attached to the newly created item and visible in a particular place, depending on an item type:


  • As attachment in the Attachments tab for requirements;

  • Document body for documents.

4.1.2.Creating items based on text/cells selection


Still, you may want to save not the whole file but some part of it.

To save selection of text, select needed area and click Save selection as [PMC Item].





By performing this action, configuration window opens. In this wizard you can specify parameters of your PMC item. Firstly log on with your PMC credentials:



Then specify a project for your new item:



After project is selected, click Next.



Define the required item type (Document or Requirement). In the next form specify attributes required to create the selected item type.



Click Next – the system creates a PMC item with the selected text/cells content as item’s Description.


4.2.How to create multiple PMC items with MS Excel

4.2.1.Introduction


Using Smart Document plug-in you can create multiple PMC items with PMC Excel (bugs, issues, requirements, test cases) with one click. You can place multiple PMC items of different types in Excel worksheet and either create or update them directly from Excel.


4.2.2.Using an XML Extension Pack


Firstly, check if you have enabled Smart Documents feature for Excel (See Prerequisites).

Then you have to attach XML Expansion Pack to the worksheet. To do this, select Data -> XML –> XML Expansion Packs menu item.



In appeared form select PMC Excel Smart Document Pack and click Attach.

To use PMC Pack, enable Task Pane in View menu:

In the drop-down list of the Task Pane select XML Source item:



The XML Source pane opens. It contains all necessary fields needed for creating a PMC Item directly from Excel.


4.2.3.Selecting fields for mapping


Using XML-mapping you can drag-n-drop needed fields to the worksheet. These fields will be filled in while creating a PMC item.

Select item type:



Proceed with fields’ selection.





Note: Required fields are marked by a red asterisk. They are obligatory to be put on a worksheet.


4.2.4.Specifying fields’ values


All the following operations will be performed through the Document Actions pane.

To log in and start filling fields’ values, click the Login button.



To specify fields’ values, click each field and specify its value using the Document Actions pane.





Note: Content of the Document Action pane depends on currently selected cell of worksheet.

4.2.5.Creating multiple items


After you have filled in all required fields, select the ID field. Two buttons appear on the bottom of the pane: Save current and Save all.

To save selected item, click Save current; to create or update all items of definite item type, click Save all.


5.Troubleshooting

5.1.PMC Toolbar is missing


If such panel is missing in this list, check out COM Add-Ins… using the Customize item of Tools menu.

In the COM Add-ins… menu, check whether WordPlugin / ExcelPlugin is selected.

If you see errors occurred (the Load Behavior field), check out whether all necessary installation prerequisites are fulfilled (See Prerequisites). Then reinstall application and try again.






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