Configure the Word add-in

Background

Before adding a new configuration in the add-in, you must integrate Intelligent Disclosure with the CCH Tagetik solution and the organisation’s Microsoft 365 suite. For more information, see Intelligent Disclosure setup.

Server connection configurations

New connection to the server

Word Add-in > CCH® Tagetik Disclosure Ribbon bar > Accesses

1. In the Accesses panel, click CONFIGURATIONS then .png Add Configuration
2. In Display name, assign a name to the new configuration.
3. In CCH Tagetik Tenant ID*, type the CCH Tagetik tenant ID of the user’s organisation.
4. In CCH Tagetik Client ID*, type the CCH Tagetik client ID of the user’s organisation.
5. (Optional) Click Show advanced then CCH Tagetik URL, to type the connection address of the Tagetik application to which to connect and Identity provider URL to type the address of the system providing the authentication service.
6. Click Save button

You can also create a new connection by exporting an existing connection and re-importing it.

Export of connections to the server

Word Add-in >CCH® Tagetik DisclosureRibbon bar > Accesses

1. In the Access panel, click CONFIGURATIONS
2. In the Configuration panel, click Import/Export then choose Export

Once processing is complete, the system notifies the user that the export process has completed and generated a file named "configuration.json" in the Download folder configured in the operating system in use.

Import of connections to the server

Word Add-in >CCH® Tagetik DisclosureRibbon bar > Accesses

1. In the Access panel, click CONFIGURATIONS
2. In the Configuration panel, click Import/Export then choose Import
3. The user selects the "configuration.json" file containing the configurations to import.
4. For each imported configuration, the system produces one of the following outputs:

File json content	Output
Non-existing configuration	Add the configuration to the Configuration panel with - Display Name - CCH Tagetik Tenant ID - CCH Tagetik Client ID - (Optional) CCH Tagetik URL and Identity provider URL by clicking Show Advanced
Configuration with the existing name (Display Name)	Add the configuration to the Configuration panel with - Display Name_N where N is an incremental number - CCH Tagetik Tenant ID - CCH Tagetik Client ID - (Optional) CCH Tagetik URL and Identity provider URL by clicking Show Advanced
Existing configuration (with the same CCH Tagetik Tenant ID)	No configuration added and warning message “The following configurations could not be imported Display Name (CCH Tagetik Tenant ID)”
Configuration without one or more mandatory fields (Display Name, CCH Tagetik Tenant ID, CCH Tagetik Client ID)	No configuration added and warning message “The following configurations could not be imported Display Name (CCH Tagetik Tenant ID)”

Edit a connection to the server

Word Add-in > CCH® Tagetik DisclosureRibbon bar > Accesses

1. In the Accesses panel, click CONFIGURATIONS then on the desired configuration card.
2. Edit as desired.
3. Click Save button .

Delete connection to the server

Word Add-in > CCH® Tagetik Disclosure Ribbon bar > Accesses

1. In the Accesses panel, click CONFIGURATIONS then on the desired configuration card.
2. Click Delete, then Yes, Delete to confirm the deletion of the connection or No, cancel to cancel the deletion and return to configuration management.

Note: if the system detects configurations that are “In use” by the user when configuration management is accessed, those configurations cannot be deleted.