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Surround SCM Microsoft Office Integration
Surround SCM supports integration with Microsoft Excel, PowerPoint, Project, and Word. See Surround SCM Third-Party Integrations for supported platforms and versions.
Note: See Surround SCM Microsoft Access Integration for information about integrating with Access.
Note: The following steps use Microsoft Word 2007 on Windows. The steps for other Word versions are similar.
The Office plug-in is installed during the Surround SCM Client installation. If you did not install it, close any Office applications, rerun the installer, and select the Microsoft Office plug-in option.
When you start an Office application, the Surround SCM Server address, port, username and password are retrieved from the registry. If the connection is not successful or you need to switch to another server, you can manually configure the connection.
You can access the following commands from the Surround SCM menu in Office applications: Add, Get, Check Out, Undo Check Out, Check In, History, and Properties.
When you complete work on new files in your local working directory, you can add them to Surround SCM to make them available to other users.
Note: If a working directory is not set, you are prompted set it before you can add files to Surround SCM.
Get the latest version of files when you want to update your local copy but do not need to make any changes.
Checking out files
Check out files from Surround SCM to modify them.
Undoing check outs
If you check out and modify a file and then decide you do not want to save the changes, you can undo the check out. This discards any changes made to the file and checks it back in to Surround SCM.
Checking in files
Check in files when you want to update them in Surround SCM and make the changes available to other users.
Viewing file history
You can view a file’s history and work with historical file versions.
Viewing file properties
You can view Surround SCM file information, such as when the file was last modified, where it is checked out to, and custom field settings.