Enabling Office Integration in Microsoft Excel and Microsoft Word

Office Integration is a web application that is shown inside a task pane of Microsoft Office. The client is Microsoft Office.

These are the prerequisites for running Office Integration in Microsoft Excel and Microsoft Word:

  • Microsoft Office 365/Microsoft 365 App or Microsoft LTSC (2021) for Windows or macOS and the required components.

    See Knowledge Base Article 2064499.

  • Office Clean Up CMD File.
  • The Importing Certificate from dEPM 12_x_2.docx file.

    See Guide to Import Certificates.

  • An installed, running, and accessible Infor EPM with Office Integration Service as part of the running farm.
  • Client machine running Office Integration requires an internet connection to access external sites with Office.js API libraries.
  • DOM storage enabled in your browser for the WebView that is used in Excel and Word.
  • Https is required for data retrieval.
  • OLAP and Microsoft Analysis Services are supported as data sources.
  • For client access, the API Gateway or ION API gateway is used which runs on port 443.
  • An installed Microsoft Edge WebView2.

    See Knowledge Base Article 2223874.

A manifest file is required to insert the Office Integration add-in into Microsoft Excel and Microsoft Word. The manifest file is an XML file containing information for Microsoft Excel and Microsoft Word to find the corresponding add-in web application. For Office Integration, there are two available options: Microsoft Office 365 or Microsoft Office LTSC 2021. The downloaded profile is the manifest file.

  1. Deploy the manifest file.
    The manifest file can be deployed in one of these ways:
    Option Description
    Manual deployment Use this option in an on-premises environment. In Windows, use a shared folder, where you copy the downloaded manifest file. If you use Mac, save the downloaded manifest file in these locations: Microsoft Office 365/Microsoft 365 App for Windows or macOS and the required components.
    • For Word: /Users/<username>/Library/Containers/Microsoft Word/Data/Documents/wef
    • For Excel: /Users/<username>/Library/Containers/Microsoft Excel/Data/Documents/wef
    Then, add the manifest manually to Microsoft Excel or Microsoft Word.
    Note: To avoid add-in installation errors, you must clear the cache before switching to a different environment.
    Centralized deployment We recommend this deployment type. The Office 365 administrator deploys the manifest through centralized deployment. The administrator downloads the manifest. Then, in the Office 365 admin center, the administrator browses for the manifest file and deploys it to users or user groups within their organization. After centralized deployment, Office Integration is available in Microsoft Excel and Microsoft Word for the designated users.
    Multi-tenant deployment In multi-tenant environments, you must define the tenant to which you want to connect.
  2. Load the task pane.

    In Microsoft Excel, in the Infor EPM tab, click Show/Hide Taskpane or Log in/Help.

    In Microsoft Word, click Home tab.

    Note: Microsoft Office 365/Microsoft 365 App for Windows or macOS, and the time to load the task pane depends on the location where the Office Integration Service runs. It can take some time to load.
  3. If Office Integration is deployed in a multi-tenant environment, specify the tenant name to which you want to connect to.
    The tenant name that you specify is stored and is used until you sign out. After you sign out from Office Integration, the tenant name must be specified again when you sign in. You can select a tenant from the list or specify a new tenant name. You can select from up to ten tenant names that were previously used.
  4. To run Office Integration on the same machine as the farm, enable the loop-back exception.

    See Knowledge Base Article 2111352.

  5. If the Installing Add-in error occurs, perform these actions:
    • In Windows, close all Microsoft applications and use the Office Clean Up CMD File to clean the cache.

      Ensure that the self-signed certificate is trusted on the client machine.

      Ensure that the port specified in the manifest file is not blocked by local or network firewalls. It is essential for the add-in to establish a connection and retrieve necessary resources.

      See the Installation document and select Technical Information > Default Ports.

    • In macOS, locate the cache folder and manually delete the content of the wef folder.

      Use these paths to locate the cache folder:

    Option Description
    Excel 
    /Users/<username>/Library/Constrainers/Microsoft Excel/Data/Library/Application Support/Microsoft/Office/16.0/Wef
    Word 
    /Users/<username>/Library/Constrainers/Microsoft Word/Data/Library/Application Support/Microsoft/Office/16.0/Wef