Synergy Office Integration (SOI) allows for closer integration between Exact Synergy Enterprise and Microsoft Office. When you install SOI, you will be able to access Exact Synergy Enterprise using Microsoft Outlook. On top of that, you will be able to perform other functions such as saving and viewing documents, saving presentations, and spreadsheets directly and easily to Exact Synergy Enterprise.
There are two ways to install SOI on end-user machines, which are on a single machine or on multiple machines.
This document explains the prerequisites for running SOI and describes the installation steps for SOI on an end-user machine (on a single machine) via MSI.
SOI can also be installed simultaneously on several machines.
The installation of SOI can be done on a terminal server environment and is normally performed by a system administrator.
This document is divided into the following sections:
Requirements and prerequisites
How do I install Synergy Office Integration via MSI on a single machine?
How do I configure Synergy Office Integration?
How do I use Synergy Office Integration for the first time?
How do I update Synergy Office Integration?
For a system administrator, there are certain preparations that need to be carried out before installing SOI. For this list of preparations, see Synergy Office Integration Pre-Installation Checklist for System Administrators.
For the end-user, the prerequisite for installing SOI is:
Some required softwares will need to be installed as well before installing the latest version of SOI. The required softwares are as follows:
Windows Installer 3.1 or above. Download
Microsoft .NET Framework 4.0. Download
Visual Studio 2010 Tools for Office Runtime. Download
For installation of SOI version 5.0357.0 and below, for product updates 248 and earlier. The required softwares are as follows:
ExactWebGuest must be created in Exact Synergy Enterprise if Auth0 is used.
If the version of Microsoft Office that you have installed has yet to be
officially supported by ESE, the following message will be displayed:
Keep in mind: After the SOI installation, you need to complete the configuration before you can use the SOI features. See How do I configure Synergy Office Integration?.
Before you use SOI for the first time, it has to be configured correctly. This is to ensure that no problems are encountered when you save documents or e-mails to
The default document types need to be determined for the
different usage within the different applications. To do this, go to Modules > System > Setup > Settings – General > Preferences, click the Office Integration tab, and then define the fields under the Default document type MS Office section. For more information, see Customizing Exact Synergy Enterprise.
The first time when you open a Microsoft Office application after the SOI installation, a welcome screen will be displayed, followed by the configuration wizard. You can opt to skip the configuration at that moment, but you will have to complete it before you can use the SOI features. The configuration wizard will be displayed again if you have clicked on any SOI feature.
As of product update 261, the WAAD authentication and Auth0
authentication no longer requires for the user name and password to be defined
in the SOI configuration wizard screen. See the following configuration steps
for the WAAD authentication and Auth0 authentication:
Keep in mind: If your system does not meet any of the prerequisites, you will need to modify some settings or contact your system administrator to do so. For more information on the prerequisites, click the More information hyperlink.
Once the configuration wizard is completed successfully, you will need to restart the Microsoft Office application before you can use the SOI features. When you access any features under the Synergy ribbon or toolbar for the first time, a login screen will be displayed for you to type your username and password, as displayed below:
If you have selected the Remember me check box, you do not need to login again the next time you use
SOI until the password expires.
Note: Should the corporate default web site be changed while a user is logged in to
SOI, the user will be prompted again to re-login to the new web site. For more information, see Customizing Exact Synergy Enterprise.
When you login to SOI, it will check with the version available in the server. If there is a newer version, an update will be offered. It is advisable to always update SOI after updating Exact Synergy Enterprise so that you will have matching versions of SOI and Exact Synergy Enterprise.
If you proceed to update to the latest version:
Once the existing version has been removed, you may proceed with Step 3.
You may continue using Microsoft Office while the update is being carried out. However, no changes will take effect until Microsoft Office is restarted.