Connecting to PLM
To use PLM Integration for Microsoft Office, you need to establish connection between
Microsoft Office and PLM. The connection gives you access to the PLM database and projects
that you need to work with.
To connect to PLM, proceed as follows:
From the Microsoft Office application, do one of the following:
- Click the icon in the PLM integration toolbar.
- Select Connect from the PLM menu.
- If the PLM is already connected, an automatic silent connection occurs.
The functions in the PLM menu and toolbar are enabled. When you open another Microsoft Office application, it will automatically have an enabled PLM toolbar and menu ready to use.