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Installing and configuring Microsoft Office 2013 for the Rendition Engine 5.2 installation on Microsoft Windows Server 2012 R2

Release Notes


Abstract

Publishing Office documents using Microsoft® Office® 2013 is supported in IBM® FileNet® Rendition Engine on Microsoft Windows® Server 2012 R2 since version 5.2 Fix Pack 2.

By following these instructions, you can configure Microsoft Office 2013 on Microsoft Windows Server 2012 R2 for FileNet Rendition Engine 5.2

Content

Before you can use Rendition Engine for document rendering, you must install all of the supporting authoring applications that are used to create and render publication documents and configure the applications to run without user intervention.

Installation


For more information installing authoring applications, refer to Installing and configuring authoring application on Knowledge Center.

Important: Use the FNRE_Admin account created in Users required for Rendition Engine installation when installing the authoring applications.

Configuration


To render documents accurately, Rendition Engine requires the authoring application to run without user intervention.

Important: Use the FNRE_Admin account created in Users required for Rendition Engine installation when configuring the authoring applications.

Configuring Microsoft Word


Complete this step on the Rendition Engine server where Microsoft Word 2013 is installed.

Configure Microsoft Word 2013 publishing requirements:
  1. In Microsoft Word, click the File tab, then click Options.
  2. Click General and under the User Interface options section, set ScreenTip style to Don't show ScreenTips.
  3. Select the Display tab and clear the following options:
    4. Option categoryClear the following
    Always show these formatting marks on the screen
    • Tab characters
    • Spaces
    • Paragraph marks
    • Hidden text
    • Optional hyphens
    • Object anchors
    • Show all formatting marks
    Printing options
    • Print background colors and images
    • Print hidden text
    • Update fields before printing
    • Update linked data before printing
  4. Select the Proofing tab and clear the following options:
    5. Option categoryClear the following
    When correcting spelling and grammar in Word
    • Check spelling as you type
    • Mark grammar as you type
    • Frequently confused words
    • Check grammar with spelling
  5. Select the Save tab and clear the following options:
    6. Option categoryClear the following
    Save documents
    • Save AutoRecover information every ...
  6. Select the Advanced tab and clear/select the following options:
    7. Option categoryClear the following
    Editing options
    • Typing replaces selected text
    • When selecting, automatically select entire word
    • Allow text to be dragged and dropped
    • Use CTRL + Click to follow hyperlink
    • Automatically create drawing canvas when inserting AutoShapes
    • Use smart paragraph selection
    • Use smart cursoring
    • Prompt to update style
    • Keep track of formatting
    Cut, copy and paste
    • Show Paste Options buttons
    • Use smart cut and paste
    Show document content
    • Show background colors and images in Print Layout view
    • Show field codes instead of their values
    Print
    • Print in background
    • Print XML tags
    • Print field codes instead of their values
    • Scale content for A4 or 8.5 x 11" paper sizes
    Save
    • Allow background saves
    General
    • Provide feedback with animation
    • Confirm file format conversion on open
    • Update automatic links at open
    Option categorySelect the following
    Show document content
    • Show drawings and text boxes on screen
  7. Select the Trust Center tab and perform the following steps:
    1. Under Microsoft Word Trust Center, click Trust Center Settings.
    2. Click ActiveX Settings.
      1. Select Enable all controls without restrictions and without prompting.
      2. Clear Safe mode.
    3. Click Macro Settings.
      1. Under the Macro Settings section select Enable all macros.
      2. Under Developer Macro Settings select Trust access to the VBA project object model.
    4. Click Protected View and clear all options.
    5. Click Message Bar and select Never show information about blocked content.
    6. Click File Block Setting and clear all of the check boxes for each file type under Open and Save.
    7. Click Privacy Options tab and clear/select the following options:
      8. Option categoryClear the following
      Privacy options
      • Allow Office to connect to the Internet
      • Download a file periodically that helps determine system problems.
      • Sign up for the Customer Experience Improvement Program
      • Check Microsoft Office documents that are from or link to suspicious Web sites
      • Allow the Research task pane to check for and install new services
      • Allow sending files to improve file validation
      • Turn on the Office Feedback Tool
      Document-specific settings
      • Warn before printing, saving or sending a file that contains tracked changes or comments
      • Remove personal information from file properties on save
      Option categorySelect the following
      Document-specific settings
      • Store Random numbers to improve Combine accuracy
      • Make hidden markup visible when opening or saving
    8. Click OK to save and close the Trust Center.
  8. Click OK to save and close Word Options.

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Configuring Microsoft Excel


Complete this step on the Rendition Engine server where Microsoft Excel 2013 is installed.

Configure Microsoft Excel 2013 publishing requirements:
  1. In Microsoft Excel, click the File tab and then click Options.
  2. Select Formulas and clear the following options:
    3. Option categoryClear the following
    Error checking
    • Enable background error checking
  3. Select the Save tab and clear the following options:
    4. Option categoryClear the following
    Save workbooks
    • Save AutoRecover information every ...
  4. Select the Advanced tab and clear the following options:
    5. Option categoryClear the following
    Cut, copy and paste
    • Show Paste Options button when content is pasted
    • Show Insert Options buttons
    General
    • Ask to update automatic links
    • Scale content for A4 or 8.5 x 11" paper sizes
  5. Select the Trust Center tab and perform the following steps:
    1. Under Microsoft Excel Trust Center, click Trust Center Settings.
    2. Click ActiveX Settings.
      1. Select Enable all controls without restrictions and without prompting.
      2. Clear Safe mode.
    3. Click Macro Settings.
      1. Under the Macro Settings section select Enable all macros.
      2. Under Developer Macro Settings select Trust access to the VBA project object model.
    4. Click Protected View and clear all options.
    5. Click Message Bar and select Never show information about blocked content.
    6. Click File Block Setting and clear all of the check boxes for each file type under Open and Save.
    7. Click Privacy Options tab and clear all privacy options.
    8. Click OK to save and close the Trust Center.
  6. Click OK to save and close Excel Options.

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Configuring Microsoft PowerPoint


Complete this step on the Rendition Engine server where Microsoft Powerpoint 2013 is installed.

Configure Microsoft Powerpoint 2013 publishing requirements:
  1. In Microsoft Powerpoint, click the File tab, then click Options.
  2. Select Proofing tab and clear the following options:
    3. Option categoryClear the following
    When correcting spelling in PowerPoint
    • Check spelling as you type
  3. Select the Save tab and clear the following options:
    4. Option categoryClear the following
    Save presentations
    • Save AutoRecover information every ...
  4. Select the Advanced tab and clear the following options:
    5. Option categoryClear the following
    Edition options
    • When selecting, automatically select entire word
    • Allow text to be dragged and dropped
    Cut, copy and paste
    • Use smart cut and paste
    • Show Paste Options buttons when content is pasted
    Slide Show
    • Show menu on right mouse click
    • Show popup toolbar
    • Prompt to keep ink annotations when exiting
    • End with black slide
    Print
    • Print in background
    General
    • Provide feedback with sound
  5. Select the Trust Center tab and perform the following steps:
    1. Under Microsoft Powerpoint Trust Center, click Trust Center Settings.
    2. Click ActiveX Settings.
      1. Select Enable all controls without restrictions and without prompting.
      2. Clear Safe mode.
    3. Click Macro Settings.
      1. Under the Macro Settings section select Enable all macros.
      2. Under Developer Macro Settings select Trust access to the VBA project object model.
    4. Click Protected View and clear all options.
    5. Click Message Bar and select Never show information about blocked content.
    6. Click File Block Setting and clear all of the check boxes for each file type under Open and Save.
    7. Click Privacy Options tab and clear all privacy options.
    8. Click OK to save and close the Trust Center.
  6. Click OK to save and close Powerpoint Options.

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Configuring Microsoft Project


Complete this step on the Rendition Engine server where Microsoft Project 2013 is installed.

Configure Microsoft Project 2013 publishing requirements:
  1. In Microsoft Project, click the File tab, then click Options.
  2. Click General and under the User Interface options section, set ScreenTip style to Don't show ScreenTips.
  3. Click Schedule and clear the following options:
    4. Option categoryClear the following
    Schedule
    • Show scheduling messages
    Schedule Alerts Options
    • Show task schedule warnings
  4. Select Advanced tab and clear the following options:
    5. Option categoryClear the following
    General
    • Set AutoFilter on for new projects
    • Prompt for project info for new projects
    • Show add-in user interface errors
    Planning Wizard
    • Advice from Planning Wizard
    General options for this project
    • Automatically add new resources and tasks
    Edit
    • Ask to update automatic links
  5. Select the Trust Center tab and perform the following steps:
    1. Under Microsoft Project Trust Center, click Trust Center Settings.
    2. Click Macro Settings and select Enable all macros.
      1. Under Developer Macro Settings select Trust access to the VBA project object model.
    3. Click Legacy Formats and select Allow loading files with legacy or non-default file formats.
    4. Click Privacy Options tab and clear all privacy options.
    5. Click OK to save and close the Trust Center.
  6. Click OK to save and close Project Options.

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Configuring Microsoft Visio


Complete this step on the Rendition Engine server where Microsoft Visio 2013 is installed.

Configure Microsoft Visio 2013 publishing requirements:
  1. In Microsoft Visio, click the File tab, then click Options.
  2. Select Proofing and clear/select the following options:
    3. Option categoryClear the following
    When correcting spelling in Visio
    • Check spelling as you type
    Option categorySelect the following
    When correcting spelling in Microsoft Office programs
    • Ignore words in UPPERCASE
    • Ignore words that contain numbers
    • Ignore Internet and file addresses
  3. Select the Save tab and clear the following options:
    4. Option categoryClear the following
    Save documents
    • Save AutoRecover information every ...
    • Prompt for document properties on first save
  4. Select Advanced tab and clear the following options:
    5. Option categoryClear the following
    Save/Open
    • Show file save warnings
    • Show file open warnings
  5. Select the Trust Center tab and perform the following steps:
    1. Under Microsoft Visio Trust Center, click Trust Center Settings.
    2. Click ActiveX Settings.
      1. Select Enable all controls without restrictions and without prompting.
      2. Clear Safe mode.
    3. Click Macro Settings.
      1. Under the Macro Settings section select Enable all macros.
      2. Under Developer Macro Settings select Trust access to the VBA project object model.
    4. Click Message Bar and select Never show information about blocked content.
    5. Click File Block Setting and clear all of the check boxes for each file type under Open and Save.
    6. Click Privacy Options tab and clear all privacy options.
    7. Click OK to save and close the Trust Center.
  6. Click OK to save and close Visio Options.

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Prevent documents from opening automatically at startup


Any document, template, or that you place in the Startup or XLStart folder is automatically opened when you start the corresponding Office application. The folder was created when you installed the Office product or launch the application the first time. Remove all files in these folders is necessary to publish documents without user intervention.

Locate the folders, move or remove everything in it:
  1. Open Windows Explorer
  2. Navigate to the following folders:
    • \Program Files (x86)\Microsoft Office\Office15\Startup
    • \Program Files (x86)\Microsoft Office\Office15\XLStart
    • \Users\FNRE_Admin\AppData\Roaming\Microsoft\Word\STARTUP
    • \Users\FNRE_Admin\AppData\Roaming\Microsoft\Excel\XLStart

Note: For Microsoft Office 64-bit installation, use \Program File\Microsoft Office\Office15\

If these folders exist and contain any files, move or remove the files.

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Document Information

Modified date:
17 June 2018

UID

swg27045119

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