Open, edit and save documents in Intrexx (WebDAV)
You can use Intrexx to open, edit and save documents directly via your portal with a suitable program. The only requirement is that the document has been previously uploaded to the Intrexx Portal Server and that the necessary program is installed on your computer. As a rule, this functionality is available for Office programs.
Locally installed Microsoft Office package
Please note that the WebDAV functionality described below only works for the locally installed versions of the Microsoft Office package.
You can find more information on the difference between locally installed versions and online versions at Microsoft under the following link: What's the difference between Microsoft 365 and Office 2021?
SSL certificate for the portal server
Please note that a valid SSL certificate is required for the WebDAV functionality. This is a prerequisite for authentication between LibreOffice/MSOffice and Intrexx when accessing a document.
The SSL certificate must be issued to the host name of the portal server. A self-signed certificate is not sufficient.
Configuration of IIS or NGINX
Also ensure that the IIS or NGINX is set up correctly. You will find the relevant information in the following sections:
IIS and documents with special characters in file names
If you use the IIS as a reverse proxy with Windows authentication for your portal, documents with special characters in file names ('+' or '&') cannot be opened in MSOffice and LibreOffice. (This is a known malfunction of the 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 Libre Office support WebDAV.
Documents that have been uploaded to the Intrexx Portal Server are displayed in the portal with an icon and a hyperlink.
If you click on the hyperlink as a portal user, the document is opened with 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 separate connector for Office or other documents.
You need a minimum of an Intrexx Professional license. A license notice is displayed in the Portal Manager if your portal is not sufficiently licensed.
More information
Overview of the setup in the Portal Manager
You must perform the following actions in the Portal Manager so that portal users can open, edit and save documents.
1. Activate WebDAV
You must activate the WebDAV service in Intrexx.
2. Link file types with associated programs
You must link the file types that you want to access via the portal to one or more programs and specify a default program.
Set default program for opening files
3. Set authentication
The documents that you access as a portal user were previously uploaded to the Intrexx Portal Server. To access the documents from the portal, authentication of the portal user is required for WebDAV.
4. Create data field for WebDAV access to documents
In order to be able to manage documents or files via a data group in Intrexx, you (generally) need a data field of the type "File". Here you will see a checkbox that allows you to edit the file via WebDAV.
Create new data field for WebDAV access to documents
5. Set up document upload
In order for a document to be uploaded 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 be able to edit a document, you must insert the "Display file selection" element on a view page. The WebDAV template is available here.
7. Include document display (in view table)
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