Using the Connections plug-in for Microsoft Office and Outlook

Use the plug-ins to share files and information between Microsoft™ Windows™ applications and HCL Connections or HCL Connections Cloud.

The following features from Microsoft Office (Word, Excel, PowerPoint):
  • Features added to Word:
    • Add a document to Files or Communities
    • Add a document to a library
    • Attach a document to an Activity or Wiki page
    • Publish a document to a Blog entry
    • Search for content in HCL Connections
  • Additional Word features (Connections only):
    • Add someone's profile information into a document
    • Add a bookmark from HCL Connections into a document
    • Add a URL from a document as a bookmark in HCL Connections
  • Features added to PowerPoint:
    • Add a presentation to Files, Communities, or to a library
    • Attach a presentation to an Activity or Wiki page
    • Search for content in HCL Connections
  • Features added to Excel:
    • Add a spreadsheet to Files, Communities, or to a library
    • Attach a spreadsheet to an Activity or Wiki page
    • Search for content in HCL Connections

Limitations

Some features are not available when you are connecting to a Connections Cloud server. For example:
  • Type-ahead is not available to assist you in finding a group name.
  • Type-ahead is not available to assist you in entering the names of external users in the Add to File dialog and the Share dialog.
  • If you are uploading a file or email to Activities, the option to create a new activity is not available.
Note: If you previously installed any version of the HCL Connections Plug-in for Microsoft Office and Microsoft Windows, installing this plug-in silently removes the Microsoft Explorer features from the older plug-ins.

You have two options for installing the plug-in. Individual users can install the plug-in, or you can perform a silent installation to install the plug-in for a group of users.