Configuring Office Bridge

Make sure to follow the general instructions below before using Microsoft Office together with webPDF and Office Bridge:

 

1) Observe the license terms

Observe Microsoft’s license terms for installing and running Office on the server. Make sure that you have a license that allows you to run Office on the server. Please clarify this before installing or using Office in connection with webPDF. webPDF’s Office Bridge is a technical interface only and does not grant any rights of use for Microsoft Office.

 

2) Local and full installation

Install Office locally on the computer where webPDF is installed as well. Installing them on different computers will not work. Install Office completely (Word, Excel, PowerPoint) with all components so that you will not need to install additional components when first using Office.

 

3) Initialize Office fully

After installing Office and running it for the first time, user information will be requested and various dialog boxes will appear (e.g., registration). In order to be able to use the Office installation for webPDF, all these initialization steps must be completed in full. Accordingly, make sure to run all Office applications (Word, Excel, PowerPoint) one after the other and go through all initialization steps. Make absolutely sure to complete these initialization steps using the user account under which Office will be run later on (please refer to "User account" further below).

 

4) Do not install any add-ins / disable all existing add-ins

Do not install any Office add-ins, as this may result in additional dialog boxes appearing and preventing Office from running as required for webPDF. If you are using an existing installation, disable all add-ins in the Office installation.

 

User account

 

Setting up a user account for Office and webPDF

Office is a desktop application, not a server application. Accordingly, Office will assume that it is being run in the context of a logged-in user account (user context). If webPDF is started as a normal application, Office (just like webPDF) will run with the current user account of the logged-in user. Normally, this approach will work properly if Office has been initialized completely, as there is a user context in this case.

 

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If webPDF or Office is run in the context of a logged-in user, it is possible for dialog boxes to appear during operation.

 

If you are instead running webPDF as a service in Windows (which is normally the case), webPDF will be running under the local service account for the operating system instead. Without further changes, this would mean that Office Bridge and the Office application would also run under this account. However, this will cause problems with Office, and accordingly requires for certain changes to be made.

 

This means that webPDF and Office must be run under a local user account on the computer for which Office has been installed and completely initialized.

 

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Due to security reasons, avoid installing webPDF and Microsoft Office on a domain controller (in addition, there will not be any local users available on a domain controller).

 

Follow the steps below in order to properly set up webPDF and Office:

 

1.Create a local user account (https://technet.microsoft.com/en-us/library/cc770642(v=ws.11).aspx) that will be used to run webPDF and Office.

a.Optional: Add the local user account to the “Administrators" local group (https://technet.microsoft.com/en-us/library/cc772524(v=ws.11).aspx).
Note: If you do not do this, you will need to adjust the "Security" (in addition to the "Identity" ) settings for every Office application in "DCOM Configuration."
 

2.Use the "Local Security Policy" to assign the user account the "Log on as a service" right (https://technet.microsoft.com/en-us/library/cc794944(v=ws.10).aspx).
 

3.Configure the "webPDF" Windows service in such a way that it will use the newly created local user account when running:

a.Go to "Control Panel -> Administrative Tools" and run the "Services" option or enter "services.msc" into the "Run" dialog box (Windows+R) and click on OK.

b.Now look for the "webPDF" service and, under the "Log On" tab, enter the user account you created.
 

4.Make sure that the user account has full access to the webPDF installation folder If necessary, change the access permissions for the folder structure.

 

5.Log on to the computer with the local user account so that the account’s desktop will be fully initialized.
 

6.Initialize the Office applications (Word, Excel, and PowerPoint) with this user account:

a.To do so, run each application (Word, Excel, PowerPoint) in Office.

b.Confirm all initialization steps (e.g., default format) and complete the registration process if applicable.

c.Do not install any add-ins and disable all existing add-ins.
 

7.Configure the process security settings (DCOM configuration) for all Office applications (https://msdn.microsoft.com/en-us/library/windows/desktop/ms678426(v=vs.85).aspx)

a.Use "Dcomcnfg.exe" (see link) to configure the "Identity" and "Security" settings for Word, Excel, and PowerPoint.

b.If the local user belongs to the "Administrators" group, configuring the "Identity" settings will be enough. If the user is a "Standard user," it will be necessary to configure the "Security" settings for the application as well.

 

Check to make sure that all Office applications start properly. The best way to do this is to load a document of your choice and test whether you can save the document as a PDF file on the computer.

 

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Please restart the webPDF Server service after making all the required changes.

 

DCOM configuration

 

Adjust the DCOM configuration for the following applications:

 

Word (name: "Microsoft Word 97 - 2003 Document")

Excel (name: "Microsoft Excel Application")

PowerPoint (name: "Microsoft PowerPoint Slide")

 

with the "Dcomcnfg.exe" (64-bit) program as necessary so that the applications will be run with the local user account ("Identity" tab) and have the required permissions ("Security" tab).

 

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Please note that you will need to use a different program if you are using the 32-bit Office version. For more details, please refer tohttps://msdn.microsoft.com/en-us/library/windows/desktop/ms678426(v=vs.85).aspx#dcomcnfg.exe_and_64-bit_applications.

 

dcom-properties

 

To do so, open the "Identity" tab and add the user you created so that the corresponding user account will be used to run Office.

 

dcom-identity

 

If the user account is not a member of the "Administrators" group, make sure to open the "Security" tab and adjust the permissions for the user account. Add the account to the following:

 

Launch and Activation Permissions

Access Permissions

Configuration Permissions

 

Use these settings to grant the user account all the local permissions that, for example, the "Administrators" group already has.

 

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These settings do not need to be configured if the user account is in the "Administrators" group, as this group already has the required permissions.