KnowledgeTree Office Add-in Beta 1.0

From KnowledgeTree Community

Introduction

The new KnowledgeTree Office Add-in (version 1.0 Beta 1) is a tool that allows users to access and work with KnowledgeTree content from within the following Microsoft Office applications: Word, PowerPoint, and Excel.

The KnowledgeTree Office Add-in displays as a side panel within Microsoft Office, providing a view of your organization's files and folders stored in KnowledgeTree, and allowing users to work directly with KnowledgeTree content from within the supported Microsoft Office applications, without changing their workflow.

What can you do with the KnowledgeTree Office Add-in:
* Add new documents to KnowledgeTree from within Microsoft Office. 
* Browse KnowledgeTree content, or search KnowledgeTree, from within Microsoft Office.
* Open one or more KnowledgeTree documents for viewing and/or editing from within Microsoft Office, and save your 
  changes directly to KnowledgeTree. Documents are locked for editing in KnowledgeTree until you save your changes 
  and close the document in Microsoft Office.
* View, add, and edit document properties.
Watch the webcast
Download KnowledgeTree Office Add-in Beta

Release Date

7 January 2009

System Requirements

KnowledgeTree Server

KnowledgeTree Commercial Edition 3.5.4a and above (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

Important: The KnowledgeTree Office AddIn 1.0 BETA install package comprises two components:
* A patch for the KnowledgeTree server
* The KnowledgeTree Office Add-in client tool. 
NOTE: You must install the server patch before installing the client tool.

Download KnowledgeTree Office Add-in Beta

Instructions for installing the server patch and the client tool may be found here.

Known Issues

KOA-384: Using special characters causes fatal errors.

KOA-386: Continually pressing the Refresh button causes a fatal error.

KOA-388: Microsoft Office applications may take an extended time to open.

SSL Connection (https) and Security Certificates

SSL client/server connections (e.g using 'https:..') require a signed SSL certificate. You should not use self-signed certificates in environments where the security of a user's connection to the server, and the server's authenticity, are important. In these environments, a commercial Certificate Authority can provide a certificate that will allow your users to check the authenticity of the server's certificate.

Using a self-signed certificate for an SSL connection to KnowledgeTree through the KnowledgeTree Office Add-in triggers a Microsoft Security Alert. You will need to 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.

When proceeding with the connection, and you are using Microsoft Internet Explorer 7, you will need to click through a second security notice before establishing the connection to KnowledgeTree.

Note that, when cancelling the connection at any security message (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.