PatMueller Contributor.
Contributor.
2449 views

GW 8 and Excel 2007 integration

I am missing something and cannot get this combination to work with the
result that makes my users happy. When trying to save a doc to GW, I get
the "Select an application" window (with the library drop down at the
bottom) instead of the "Select a library and folder window" in which the
library choice is at the top and they can click into the folder in which
they want to place the doc reference. If I select MS Excel as the
application, it will save the doc to GW--but in that window they keep
forgetting to change the library designation because it is not where they
expect to see it...... They want the same interface as they get in Word and
I cannot say I blame them. GW macro or MS problem?

I applied the tip in TID 7002599 even though the addin appeared to be
there already and I have the GW updates and hot fixes applied. Thanks.

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5 Replies
jmarton2 Absent Member.
Absent Member.

Re: GW 8 and Excel 2007 integration

PatM wrote:

> I am missing something and cannot get this combination to work with
> the result that makes my users happy. When trying to save a doc to
> GW, I get the "Select an application" window (with the library drop
> down at the bottom) instead of the "Select a library and folder
> window" in which the library choice is at the top and they can click
> into the folder in which they want to place the doc reference. If I
> select MS Excel as the application, it will save the doc to GW--but
> in that window they keep forgetting to change the library designation
> because it is not where they expect to see it...... They want the
> same interface as they get in Word and I cannot say I blame them. GW
> macro or MS problem?
>
> I applied the tip in TID 7002599 even though the addin appeared to be
> there already and I have the GW updates and hot fixes applied.
> Thanks.


This doesn't exactly answer your question, but have you considered
Vibe? Future DMS efforts are going in Vibe, not GW, and we now have an
Office Add-in that allows you to easily save files into Vibe/open files
from Vibe. If you don't have Vibe you may want to try an evaluation of
it and take a look. Honestly you may spend less time getting Vibe
running and documents moved than trying to get Excel integration to
work 100% correctly with the GW client.

--
We're your Novell--again. http://www.novell.com/promo/backtobasics.html
Enhancement Requests: http://www.novell.com/rms

Joe Marton Emeritus Knowledge Partner
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PatMueller Contributor.
Contributor.

Re: GW 8 and Excel 2007 integration

Interesting suggestion--if you have more information than I have had
access to I would really appreciate if you could point me to it. I had a
lengthy conversation with someone in GW support/engineering about 9-12
months ago when we first started planning a server upgrade. When I
explained how our users use the DMS portion of GW with custom property sheet
fields, how our users search and display items here at our law firm, this
gentleman did not think VIBE would be an option for us for quite some
time. He seemed to indicate that some of the more advanced DMS features
would be implemented after VIBE was out there a while and I did not sense
any confidence that some of what we use now will be carried forward. I
like some of the features of VIBE, so I check once in a while for updated
info. I know Excel has always been a bit flaky in this regard, but we
always had work-arounds in the past. Would really appreciate any insider
scoop you may have concerning library use in VIBE.

"Joseph Marton" wrote in message
news:I8O5s.139$g17.36@kovat.provo.novell.com...

This doesn't exactly answer your question, but have you considered
Vibe? Future DMS efforts are going in Vibe, not GW, and we now have an
Office Add-in that allows you to easily save files into Vibe/open files
from Vibe. If you don't have Vibe you may want to try an evaluation of
it and take a look. Honestly you may spend less time getting Vibe
running and documents moved than trying to get Excel integration to
work 100% correctly with the GW client.

--
We're your Novell--again. http://www.novell.com/promo/backtobasics.html
Enhancement Requests: http://www.novell.com/rms

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thhg Absent Member.
Absent Member.

Re: GW 8 and Excel 2007 integration

Pat,

Would also like to see how Vibe is going to handle custom fields but so
far I don't see anything in Vibe that looks like that -
also searches based on custom fields
also linked lists for entering matter numbers / client names etc

I keep hearing about Vibe and every time I look at it (3.) , it's a
non-starter.

Steve

PatM wrote:

> Interesting suggestion--if you have more information than I have had
> access to I would really appreciate if you could point me to it. I
> had a lengthy conversation with someone in GW support/engineering
> about 9-12 months ago when we first started planning a server
> upgrade. When I explained how our users use the DMS portion of GW
> with custom property sheet fields, how our users search and display
> items here at our law firm, this gentleman did not think VIBE would
> be an option for us for quite some time. He seemed to indicate that
> some of the more advanced DMS features would be implemented after
> VIBE was out there a while and I did not sense any confidence that
> some of what we use now will be carried forward. I like some of the
> features of VIBE, so I check once in a while for updated info. I
> know Excel has always been a bit flaky in this regard, but we always
> had work-arounds in the past. Would really appreciate any insider
> scoop you may have concerning library use in VIBE.
>
> "Joseph Marton" wrote in message
> news:I8O5s.139$g17.36@kovat.provo.novell.com...
>
> This doesn't exactly answer your question, but have you considered
> Vibe? Future DMS efforts are going in Vibe, not GW, and we now have
> an Office Add-in that allows you to easily save files into Vibe/open
> files from Vibe. If you don't have Vibe you may want to try an
> evaluation of it and take a look. Honestly you may spend less time
> getting Vibe running and documents moved than trying to get Excel
> integration to work 100% correctly with the GW client.

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Anonymous_User Absent Member.
Absent Member.

Re: GW 8 and Excel 2007 integration

As a matter of interest how did you get on ??

Our requirement is basic - NO custom fields or anything
Word & Excel files are saved in GW - sharing is used thats about all
VIBE seems a B I G sledge hammer

Office currently used is 2003 - I was considering going to 2010 but having
just done a Test install Word does not seem to work (not ODMA compliant when
I tried to setup integration in the client)

Excel didn't complain but - can't do "Save AS"
opening the document is fine

Customer want to move to GW2012 sp1 but this is a show stopper!



"PatM" <pmueller@cm-legal.com> wrote in message
news:X_16s.187$g17.104@kovat.provo.novell.com...
> Interesting suggestion--if you have more information than I have had
> access to I would really appreciate if you could point me to it. I had a
> lengthy conversation with someone in GW support/engineering about 9-12
> months ago when we first started planning a server upgrade. When I
> explained how our users use the DMS portion of GW with custom property
> sheet
> fields, how our users search and display items here at our law firm, this
> gentleman did not think VIBE would be an option for us for quite some
> time. He seemed to indicate that some of the more advanced DMS features
> would be implemented after VIBE was out there a while and I did not sense
> any confidence that some of what we use now will be carried forward. I
> like some of the features of VIBE, so I check once in a while for updated
> info. I know Excel has always been a bit flaky in this regard, but we
> always had work-arounds in the past. Would really appreciate any insider
> scoop you may have concerning library use in VIBE.
>
> "Joseph Marton" wrote in message
> news:I8O5s.139$g17.36@kovat.provo.novell.com...
>
> This doesn't exactly answer your question, but have you considered
> Vibe? Future DMS efforts are going in Vibe, not GW, and we now have an
> Office Add-in that allows you to easily save files into Vibe/open files
> from Vibe. If you don't have Vibe you may want to try an evaluation of
> it and take a look. Honestly you may spend less time getting Vibe
> running and documents moved than trying to get Excel integration to
> work 100% correctly with the GW client.
>
> --
> We're your Novell--again. http://www.novell.com/promo/backtobasics.html
> Enhancement Requests: http://www.novell.com/rms



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PatMueller Contributor.
Contributor.

Re: GW 8 and Excel 2007 integration

This is what I see here, if someone else knows better, please jump in--

Office 2010 does not have any ODMA code anymore, so integration with the
existing GW libraries is an absolute no-go. We are upgrading from office
2003 to office 2007 to buy time because of the end of life date MS set for
2003. So rolling out 2007 with our new workstations seems the only choice.
We currently use Office 2003 and Office 2007 with GW8. Office 2003
integration works great as long as you replace the excel macro with the one
from the GW program directory (that location is different if you are running
Win XP or Win7). With Office 2007, word integration is fine, but Excel is
sloppy. It presents the user with an extra "Select an Application" box in
which MS Excel is highlighted already and one has to choose the appropriate
library from a drop down. It will proceed to save the excel document, but
is the sort of extra step that makes users groan.

I have been told that GW 2012 will work with office 2007 but we are putting
off our upgrade to GW as we are in the midst of upgrading all workstations
and servers and I do not want to insert an additional venue for problems and
there is only so much you can throw at users at once. The ribbon GUI in
office 2007 is already causing dismay for some users. The GW upgrade is on
the to-do list though.

I really like some of the features I read about in Vibe though. If you do
not have custom fields and you feel your users can adjust to the "project"
sort of presentation, and your company has a good support plan, it may be
something to consider. From what I have read, it appears to me to be very
much like what I have seen in Lotus Notes.

"Brian" wrote in message news:N6ghs.913$Cn5.284@kovat.provo.novell.com...

As a matter of interest how did you get on ??

Our requirement is basic - NO custom fields or anything
Word & Excel files are saved in GW - sharing is used thats about all
VIBE seems a B I G sledge hammer

Office currently used is 2003 - I was considering going to 2010 but having
just done a Test install Word does not seem to work (not ODMA compliant when
I tried to setup integration in the client)

Excel didn't complain but - can't do "Save AS"
opening the document is fine

Customer want to move to GW2012 sp1 but this is a show stopper!


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