Here some note's about Desktop Integration. My input is based on Windchill 9.1 and MS Office 2003. Feel free to add additional tips, based on others versions, and to change this introduction when appropriate.
Desktop integration has two main goals :
- enabling access of documents from inside the MS Office application
- synchronization of document properties with Windchill attributes.
This has to be done on every client.
Go to Home>Utilities>Software Downloads>Accept>Windchill DTI 2.0 Installation and follow the instructions.
Go to Home>Utilities>Preference Manager>Attachments>File Download Mechanism "Use windchill Desktop Integration ..."
An administrator may set this on organisation or site level.
There are two scenario's to have the Windchill document attributes synchronized with the office document : or via Download from Windchill, or via the DTI in Word. Both require Desktop Installation to be installed on the client.
In MS Word, go to File>Properties. In case your document is downloaded from Windchill with property synchronisation, you will find the mapped properties, or in the Summary tab, or (mostly) in the Custom tab.
To add the property to your document, go to Insert>Field>Field Name "DocProperty">Property "wtname" ... Soft attributes are preceded by IBA|
|Windchill attribute||Ms Word property|
|Title||Title (see Summary tab)|
|Description||Comments (see Summary tab)|
|Primary Content URL||URL|
|Life Cycle State||lifeCycleState|
|Context Last Modified Timestamp|
<<I didn't check yet whether this mapping is specific for Word or not>>
Fields in the header and footer are not updated automatically with the custom properties.
It's a little more complicated to get Windchill attributes into Excel.
<<Can someone add a similar procedure to bring document properties onto a slide? The property synchronization is OK, but I can't find a way to make these custom properties usefull>>
<to be completed>
OOTB, not all attributes are mapped to document properties. But you can map additional attributes :
<type key="wt.doc.WTDocument"> (exists already)
Other examples :
<ms_name>Last Modified Date</ms_name>
<ms_name>Last Modified By</ms_name>
<to be completed>
In the meantime, we are on Ms Office 2010 with Windchill 9.1 M060. We run both 32bit and 64bit machine. A patch resolved a problem with the 64bit installations.