Microsoft Office Integration (Concept)

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Revision as of 09:48, 29 March 2021 by Dgreenwood (talk | contribs)

2.9

This piece of functionality has undergone drastic changes since writing this article and the information may be outdated or inaccurate as of now.
Native text for Microsoft Office applications is a powerful data integration tool in Grooper.

Easier access to the contents of files from the worlds most used business application suite.

About

Microsoft Office integration allows a Grooper user to leverage the native text of files generated in the Microsoft Office Suite such as Microsoft Word documents and Microsoft Excel spreadsheets. This feature can pull the native text from and perform type-specific activities on these files.

Supported File Types

  • Microsoft Word documents (.doc and.docx)
    • For Word documents, you can generate a usable document with the Execute activity, using the Word to PDF command for the Word Document object type. The PDF will contain all the native text from the Word document, obtainable for further Grooper processing using the Recognize activity.
  • Microsoft Excel spreadsheets (xls and xlsx)
    • For Excel documents, you can generate a usable document with the Execute activity, using the Excel to CSV command for the Excel Document object type.

How to Use

To make use of this feature, ensure that Microsoft Office is installed on the machine running Grooper Design Studio.

Furthermore, the bit version of Grooper and Microsoft Office must match.

  • If you are running the 64-bit version of Grooper, you must use the 64-bit version of Office.
  • If you are using the 32-bit version of Grooper you must use the 32-bit version of Office.

  • Getting a Result with Microsoft Excel Spreadsheets

    1. In Grooper Design Studio select a Batch that contains the desired documents.
    2. Right click the document whose native text you wish to view.
    3. Under Activities, select Execute. From this window, add a command.
    4. Click the Add button to add a new command.
    5. Under Object Type, choose Excel Document.
    6. Under Command, choose Excel to CSV.
      • Expand this Command property to choose a Conversion Method.
      • Burst will convert the Excel file to a CSV and saves the results as child object(s).
      • SaveNew will convert the Excel file to a CSV and save the result as a new file.
      • Convert will convert the native Excel file to a CSV and replace the native file.

    Getting a Result with Microsoft Word Documents

    1. In Grooper Design Studio select a Batch that contains the desired documents.
    2. Right click the document whose native text you wish to view.
    3. Under Activities, select Execute. From this window, add a command.
    4. Click the Add button to add a new command.
    5. Under Object Type, choose Word Document.
    6. Under Command, choose Word to PDF.


    Both Excel to CSV and Word to PDF can be run with the "Excel Document" or "Word Document" object commands, or added to a batch process via the Execute activity.


    Version Differences

    Prior to Grooper 2.9 files from the Microsoft Office Suite had to be rendered (essentially a "print...") to PDF in order to view contents and use activities more effectively.