Opening, Editing, and Saving Documents in Intrexx (WebDAV)
With Intrexx, you can open, edit, and save documents directly from your portal using the appropriate program. This requires that the document has been uploaded to the Intrexx Portal Server beforehand and that the appropriate program is installed on your computer. This feature is generally well-suited for Office programs.
Locally installed Microsoft Office suite
Please note that the WebDAV functionality described below works only with the locally installed versions of the Microsoft Office suite.
For more information on the difference between locally installed versions and online versions, visit Microsoft at the following link: What is the difference between Microsoft 365 and Office 2021?
SSL Certificate for the Portal Server
Please note that a valid SSL certificate is required for WebDAV functionality. This is a prerequisite for authentication between LibreOffice/MS Office and Intrexx when accessing a document.
The SSL certificate must be issued for the portal server's hostname. A self-signed certificate is not sufficient.
Configuring IIS or NGINX
Also, make sure that IIS or NGINX is configured correctly. You can find the relevant information in the following sections:
IIS and Documents with Special Characters in File Names
If you use IIS as a reverse proxy with Windows authentication for your portal, documents with special characters in their filenames ('+' or '&') cannot be opened in MS Office or LibreOffice. (This is a known issue with IIS.)
WebDAV
In addition, the program you use to open the document must support the WebDAV network protocol. WebDAV stands for "Web-based Distributed Authoring and Versioning" ("Distributed creation and versioning of documents on the Web"). Common office programs, such as those from Microsoft or LibreOffice, support WebDAV.
Documents uploaded to the Intrexx Portal Server are displayed in the portal with an icon and a hyperlink.
When you, as a portal user, click on the hyperlink, the document will open in the appropriate program. You can then edit and save it.
License
The WebDAV functionality described here does not require a special integration solution or a dedicated connector for Office documents or other types of documents.
You need at least one Intrexx Professional license. A license notice will appear in Portal Manager if your portal does not have sufficient licenses.
More Information
Overview of Settings in Portal Manager
You must perform the following actions in Portal Manager so that portal users can open, edit, and save documents.
1. Enable WebDAV
You must enable the WebDAV service in Intrexx.
2. Associate file types with their corresponding programs
You must associate the file types you want to access through the portal with one or more programs and specify a default program.
Set the default program for opening files
3. Set up authentication
The documents you access as a portal user were previously uploaded to the Intrexx Portal Server. To access the documents from the portal, the portal user must be authenticated for WebDAV.
4. Create a data field for WebDAV access to documents
To manage documents or files using a data group in Intrexx, you (generally) need a data field of the "File" type. Here you'll find a checkbox that allows you to enable editing of the file via WebDAV.
Create a new data field for WebDAV access to documents
5. Set Up Document Upload
To upload a document to the Intrexx Portal Server via the portal, you must insert the "File Selection" element on an input page.
6. Set Up Document Display
To edit a document, you must insert the "File Selection Display" element on a view page. The WebDAV template is available here.
7. Embed a document view (in table view)