Deploying Office Integration manually to a centrally shared folder

We recommend that you download the Office Integration manifest file to a single shared folder. All users then reference that folder by adding its URL to their trusted catalogs table in Microsoft Excel or Microsoft Word. Thus, you have only a single location to administer.

  1. Open a browser window and specify the URL.
    For SSL, the URL is https://[servername]:[port]. If you are not using SSL, the URL is http://[servername]:[port].
    The default port for http and for https is 9205.
  2. Select EPM Administration and click Open Application.
  3. Select Dashboards > Farm Administration > Client Access.
  4. Click Download Profile for Office Integration.
  5. Click Download.
  6. Copy the manifest file to a dedicated central folder, for example: C:\Manifest\.
  7. Share the dedicated folder on the network.
  8. Right-click the folder and select Properties.
  9. Click the Sharing tab and click Advanced Sharing.
  10. Select the Share this folder check box and click OK.
    Verify that the Network Path field in the Advanced setting dialog box shows the correct path. For example: \\Computer_Name\Manifest.

    Copy and paste the path to the clipboard or write down the path for use later.

    Note: The steps for downloading a profile and sharing the manifest file are a one-time procedure.
  11. Open Microsoft Excel or Microsoft Word.
  12. Select File > Options and click Trust Center.
  13. Click Trust Center Settings and click Trusted Add-in Catalogs.
  14. Paste the network path into the Catalog Url field, for example: \\Computer_Name\Manifest.
  15. Click Add catalog.
    If you switch between manifest files, we recommend that you place only one manifest file per folder and then add your folders to the add-in catalogs.
  16. In the Trusted Catalogs, in the Show in Menu column, select the check box of the manifest file to use in the add-in catalog.
  17. Click OK.
  18. Close all Microsoft Office applications and clear the Office cache.
    See https://docs.microsoft.com/en-us/office/dev/add-ins/testing/clear-cache.
  19. Restart Microsoft Excel and open a worksheet or restart Microsoft Word and open a document.
  20. Select Insert > My Add-ins. On the SHARED FOLDER tab, select the add-in and click Add.
    The add-in is launched at the right side of the Excel worksheet or the Word document. You can drag the add-in window to another position and re-size it if required.
    Note: If the SHARED FOLDER tab is not available, it has been disabled by an administrator. See “Group Policy Objects for administrators” for details.
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