Installing KnowledgeTree Office Add-in

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KnowledgeTree Office Add-in > Getting Started > Installing KnowledgeTree Office Add-in

This procedure installs KnowledgeTree Office Add-in on your Windows computer.

Note: Perform the install procedure on each client machine requiring access to KnowledgeTree through Microsoft Office.

KnowledgeTree Server

•	KnowledgeTree Commercial Edition version 3.6.1 and above (Windows or Linux)

•	A valid KnowledgeTree Commercial Edition license, installed.

Note: The server requirements are not relevant for the hosted, on-demand,

KnowledgeTreeLive service.

Clients

•	Microsoft Windows Vista (SP1); Or, Microsoft Windows XP (SP3) 32-bit / 64-bit

•	Microsoft Office 2007

•	Close all Microsoft applications on the client machine.

•	If you have the KnowledgeTree Tools installed on the client, we recommend that you uninstall Tools before installing KnowledgeTree Office Add-in.

Perform the following steps:

1.	Download KnowledgeTree Office Add-in from the KnowledgeTree website:

•	Download KnowledgeTree Office Add-in for KnowledgeTree on-premise

•	Download KnowledgeTree Office Add-in for KnowledgeTreeLive

2.	Run setup.exe to launch the KnowledgeTree Office Add-in Setup Wizard. Click Next to continue.

3.	Accept the license agreement; then, click Next. Select the Install folder; then, click Next to continue.

4.	On Confirm Installation, click Next to start the installation; then, view install progress. When installation completes, click Close.

5.	Configure central policies for users in your organization who will be using KnowledgeTree Office Add-in to connect to KnowledgeTree.

Note: These policies for KnowledgeTree Office Add-in are configured

through KnowledgeTree's Web interface, and include:

•	email settings

•	whether passwords may be stored on the client

•	whether users must provide reasons when saving and editing KnowledgeTree documents

6.	Open a Microsoft Office 2007 application - either Word, Excel, or PowerPoint. The KnowledgeTree Office Add-in panel displays, by default, on the right of the screen within the supported Microsoft Office application.

Note: To move the panel elsewhere on your screen, click in the top bar,

hold down the mouse, and drag.

Note: KnowledgeTree Office Add-in displays as a menu item on the Microsoft

Office 2007 Application menu.

7.	Configure the connection to KnowledgeTree - on-premise, or your hosted, KnowledgeTreeLive account.

8.	Log on to KnowledgeTree from within Microsoft Office, through KnowledgeTree Office Add-In.