Installing and Configuring Microsoft Word Components on Devices

After you set up the messages and the integration gateway, you can optionally install and configure Microsoft Word for use with task panes, including the Research task pane for bind and clause searches. This is typically set up for contract administrators who want to access the clause library from within Microsoft Word.

In addition, if you intend to enable digital signatures using Adobe PDF format, each contract administrator who needs to prepare, sign, and enable signature rights for others to sign a document using the Adobe Reader must have Adobe Acrobat installed on their device.

Oracle delivers setup files on the product installation CD that are necessary for this integration. A setup directory containing files for installing and configuring Microsoft Word is available on the CD when you follow this path: setup\SupplierContractMgmt\eng. You can copy the files from this folder to each device, or you can run the setup executable file directly from the CD after you have edited the settings in the configuration file (config.txt).

Note: You can install the CD to the path you choose.

This setup utility must be run on the device of each user who wants to use the Microsoft Word task pane integration with PeopleSoft Supplier Contract Management. Normally, this is the contract specialist. The setup files add information to the registry that is specific to Microsoft Word, which shows up as two additional Microsoft Word - Research task pane services. Within Microsoft Word, you can enable the Research task pane by pressing the Alt key and clicking the mouse. You can also access the page by selecting the Review tab, and then selecting the Research button using Microsoft Word 2007 or later version.

After the setup is complete, when you open the Research task pane, the drop-down menu displays the search values PeopleSoft Search For Clauses and PeopleSoft Search for Binds.

To enable this functionality, you must update the config.txt file in the directory before you run the setup.exe program. The config.txt file contains information that needs to correspond to the PeopleSoft environment configuration and version of Microsoft Word being used. Uniform resource locators (URLs) that are listed in the file need to point to the machine name of the gateway that has been configured for the database for messaging. In addition, you need to update the URLs to contain the corresponding default local node for the database. The config.txt file contains < > markers that indicate what you need to update. Update these URLs:

ClauseQueryPath=http://<insert server name here>
/PSIGW/PeopleSoftServiceListeningConnector?From=PSFT_XINBND
&To=<insert default local node here>
&MessageName=CS_SEARCH_CLAUSES&MessageVersion=VERSION_1
ClauseServiceName=Peoplesoft Search For Clauses  

BindQueryPath=http://<insertserver name here>
/PSIGW/PeopleSoftServiceListeningConnector?From=PSFT_XINBND
&To=<insert default local node here>&MessageName=
CS_SEARCH_BINDS&MessageVersion=VERSION_1 
BindServiceName=Peoplesoft Search For Bind Variables

Here is an example of how the URLs appear after you insert the machine name for the gateway and the default local node:

ClauseQueryPath=http://ple-machine/PSIGW/PeopleSoftServiceListeningConnector?From=
PSFT_XINBND&To=PSFT_EP&MessageName=CS_SEARCH_CLAUSES&MessageVersion=VERSION_1

BindQueryPath=http://ple-machine/PSIGW/PeopleSoftServiceListeningConnector?From=
PSFT_XINBND&To=PSFT_EP&MessageName=CS_SEARCH_BINDS&MessageVersion=VERSION_1

Another parameter in the config.txt file that needs to be verified and updated, if necessary, is the version number for Microsoft Word. Use 12.0 for Microsoft Word 2007 and use 14.0 for Microsoft Word 2010. Here is an example of the version setup for Microsoft Word 2007 client usage of the research pane integration:

;For Word 2007 use 12.0
;For Word 2010 use 14.0[WordVersion]
Version=12.0

Use the Gateways page to set up and define the gateway. To access the page, select PeopleTools > Integration Broker > Configuration > Gateways.

While you must update the machine name for the server and default local node (the to parameter) in the config.txt file, you need to change the PSFT_XINBND node only if you want to change the node to be another external node. The from node can be any external node.

The following labels in the config.txt file appear in the Microsoft Word - Research task pane as the service names. You can change the labels.

BindServiceName=Peoplesoft Search For Bind Variables
ClauseServiceName=Peoplesoft Search For Clauses

Note: When you are working with Microsoft Word, you do not need to be signed in to a database; however, the gateway for the database to which the config.txt file points must be running. If it is not running, the search does not produce results. The system uses a synchronous message to which it posts the request in the Research task pane and the reply is a message with any clauses or binds in it.

After updating the config.txt file:

  1. Disseminate all files in the setup directory to user machines for configuration and complete the remaining steps on each machine.

  2. Close all instances of Microsoft Word.

  3. Run the setup.exe program.

  4. Define the folder where you want to store the .dll file that you use to integrate PeopleSoft Supplier Contract Management with Microsoft Word.

  5. Open a version of Microsoft Word 2007 or later version.

  6. Using Microsoft Word, select Tools and then select Research.

    The Research frame appears on the left side of the window.

  7. Enter a string or word in the Search for field.

    When searching for a clause value, the system searches through the clause IDs, descriptions, and titles. When searching for binds, the system searches through bind names and descriptions. The search is not case-sensitive.

    Note: When running on Oracle and MSS database platforms, the search also searches the full text field.

  8. Select a value from the list that is below the Search for field.

    Select PeopleSoft Search for Bind Variables to search for binds.

    Select PeopleSoft Search for Clauses to search for clauses.

    Note: These values are delivered by PeopleSoft; however, you can change them in the config.txt file.

  9. Click the button with the green arrow to initiate the search.

    The button changes to red as the system performs the search. When the search is complete, the system displays the results of the search in the Research frame. All results that meet the search criteria appear in the frame.

    Note: Due to client processing size limitations, the system returns only the first 20 clauses that meet the search criteria. If more than 20 clauses meet the search criteria, the system displays a message at the top of the results that indicates that only the first 20 results appear.