Configure Microsoft Office Integration

Use the Deltek Integration Options dialog box to configure the settings for the Microsoft Office Integration application.

To configure the Microsoft Office Integration application, complete the following steps:

  1. In Microsoft Outlook, Word, or PowerPoint, click the Add-Ins tab.
  2. Click Deltek Vision, and select Options.
  3. On the Deltek Integration Options dialog box, use the options to enable features, enable debug mode, and specify an attachment save location.
  4. Click Configure.
  5. In Web Server and Port on the Deltek Add-In Configuration dialog box, enter the Vision Web server path and port .
  6. In Deltek Virtual Directory, enter the virtual directory.
  7. If you are not using Windows integrated security, complete the following actions:
    1. Enter the Deltek username assigned by the system administrator.
    2. Enter the Deltek password assigned by the system administrator.
    3. Select the Deltek database that you want to access.
  8. Click Validate Logon to ensure that a successful connection can be made to the Vision database before you use the functionality of the add-in.
  9. Click Apply to apply the configuration settings and close the dialog box.
Parent Topic: Deltek Vision Microsoft Office® Integration