Exact Synergy Enterprise

How-to: Setting up Exact Word Merge Integrator in Exact Lightweight Integration Server (ELIS)

Introduction

For every company, it is of great significance that documents sent to external stakeholders or employees are professional and follow the guidelines of your company. There are a few crucial points to be considered when doing this. However, most importantly, creating a letter or sending an e-mail should be simple. To ensure this, the page where "it all happens" must be clear and to the point. The key elements here are the number and quality of templates available. The number of templates should be kept to a minimum, so that the end user can easily pick the right one. The quality of the templates should be guaranteed. The new Word Merge functionality takes care of all of this. Word Merge offers structured roles and rights control for schemas and templates management. With these enhancements elaborated in the following section, you will enjoy the possibility to merge all fields from all entities in a simple manner.

Scope

This document describes the following:

Setting up the Exact Word Merge Integrator solution in ELIS
Configuring Exact Word Merge Integrator

Pre-requisites

To start the setup, the server must have the following:

ELIS is installed (for more information on the ELIS installation process, see How-to: Installing Exact Lightweight Integration Server (ELIS)).
Exact Synergy Enterprise must be installed.
Microsoft Office must be installed on the Exact Synergy Enterprise server.

Setting up

To install the Exact Word Merge Integrator solution via FTP, go to the ELIS management console and then click Check for updates. The following screen will be displayed. The Check for updates screen allows you to download and update the existing version, and install all the dependencies.

Under Solutions on the right panel, select Exact Word Merge Integrator. The following screen will be displayed:

Click Install under the Action column, and the ELIS management console will download and install the Exact Word Merge Integrator solution. Once the installation is completed, "Updated" will be displayed under the Status column and the installed application(s) will be displayed on the left panel.

When you update or install the Exact Word Merge Integrator solution, the product packages will also be updated without any warning message. The updates for the product packages will take effect immediately and based on the activation configuration, you have to manually update the configuration or activation.

Note: Before configuring the Exact Word Merge Integrator solution, the Exact Synergy Enterprise package must be configured. The product package will be automatically installed once you have set up the Exact Word Merge Integrator solution. For more information on configuring the product packages, see How-to: Setting up client endpoints for Exact Lightweight Integration Server (ELIS).

Configuring

After setting up the Exact Word Merge Integrator solution, you have to configure and activate the solution before the solution can be used.

To activate the Exact Word Merge Integrator solution, click Exact Word Merge Integrator under Solutions on the left panel, and then click Add. The following screen will be displayed:

In the New configuration: Exact Word Merge Integrator screen, select a product under the Select client(s) section, and then click Next. The following screen will be displayed: