PowerPoint Add-in:Overview: Difference between revisions

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<br> [[Image:WC_Multifunktionsleiste_Offline1.jpg|thumb|center|PowerPoint Add-in, CoPlanner Ribbon, Login]]  
<br> [[Image:WC_Multifunktionsleiste_Offline1.jpg|thumb|center|PowerPoint Add-in, CoPlanner Ribbon, Login]]  


The [[PowerPoint_Add-in:Login_Dialog|Login Dialog]] is shown to enter user name, passPowerPoint and other options. After finishing your settings click on Login.
The [[PowerPoint_Add-in:Login_Dialog|Login Dialog]] is shown to enter user name, password and other options. After finishing your settings click on Login.
If an error message is shown that a connection to the CoPlanner Server could not be established instead of the login dialog you can find several potential reasons [[PowerPoint_Add-in:Login_Dialog#M.C3.B6gliche_Fehlerquellen_beim_Login|here]].
If an error message is shown that a connection to the CoPlanner Server could not be established instead of the login dialog you can find several potential reasons [[PowerPoint_Add-in:Login_Dialog#M.C3.B6gliche_Fehlerquellen_beim_Login|here]].



Revision as of 15:30, 27 February 2017

Start of CoPlanner PowerPoint Add-in

After a successful installation of the PowerPoint Add-in open a new Microsoft PowerPoint instance. The main menu is enlarged by a new entry "CoPlanner".

Using this CoPlanner-Menu you have access to the functionalities of the PowerPoint Add-in.

Login

The PowerPoint Add-in has to establish a connection to the CoPlanner Server like the windows client.

Select Login in the ribbon to establish a connection to the server.


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PowerPoint Add-in, CoPlanner Ribbon, Login

The Login Dialog is shown to enter user name, password and other options. After finishing your settings click on Login. If an error message is shown that a connection to the CoPlanner Server could not be established instead of the login dialog you can find several potential reasons here.

First view

After a succesful login you will see the first view of the PowerPoint Add-in.

CoPlanner Ribbon is selected automatically. The single menu items in this CoPlanner-Ribbon are active.

In that document you can create your reports by using this CoPlanner menu items.


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PowerPoint Add-in, First view

Logout

The menu items for the usage of the PowerPoint Add-in are active and instead of Login the menu item Disconnect is shown. If you select this item the connection to CoPlanner Server will be disconnected.


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PowerPoint Add-in, CoPlanner Ribbon, Disconnect


Overview