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Infor PLM for Discrete Microsoft Office User Guide
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About this guide
Microsoft Office Integration Overview
Installation
About the PLM embedded menu and toolbar
Working with PLM
Connecting to PLM
Disconnecting from the PLM integration
Managing Objects
File Hierarchy Management
Controlling Document Revisions
File Revisions
Saving to PLM
Saving files in PLM - Best Practices
To save a file in PLM
Duplicate file names
To save a duplicate file name in PLM
Link to item
Saving and Unlocking a file
To acquire ownership of a saved and unlocked file
Link to Document
Link to Folder
Checking in a file
To check in a file
Checking out a file
To check out a file
Changing Ownership of a file
To change the ownership of a file
Opening Document Structure
Using Infocards
General mapping
Summary of mapping setup in Word
Outline of the procedure to set up general mapping
Creating the template
Importing the template into PLM
Mapping from Word to PLM
Mapping from PLM to Word
Example of Word file with mapped attributes
Mapping examples in Word
Create Word file based on the template
Associate mapping
Mapping results in Word
Mapping from Excel to PLM
Mapping from PLM to Excel
Defining a macro
Inserting a function from a cell
Mapping examples in Excel
Defining attribute properties in the Powerpoint
Mapping from Powerpoint to PLM
Mapping from PLM to Powerpoint
Mapping from Microsoft Outlook to PLM
Defining the mapping rules
Mapping options
Mapping restrictions
Attribute format restrictions
Associate the mapping rules to documents or work sheets
The Associate Mapping Rules menu option
Removing Mapping Associations
Display Mapping
Applying the Mapping Rules
Setting Preferences
Locations
Initial save option
General
Post Save Process
Troubleshooting
Attached to Workflow
Automatic Link to Item and/or Folder
Outlook
Editing View/Edit File Locations for the Office Integration
Setup and Administration
Troubleshooting
Limitations
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