About Converting Microsoft Office Files to PDF

3-8 Administrators Guide for Conversion In general, to configure the OpenOffice listener to run in headless mode on UNIX platforms, you must perform the following steps: 1. Create a startup script to run Inbound Refinery when the system boots up. 2. Configure a virtual X server and create a startup script to run it when the system boots up, to enable OpenOffice to run. 3. Create a startup script to run OpenOffice in headless mode when the system boots up. 4. Configure the system to run the startup scripts in the following order: a. Start Inbound Refinery b. Start the virtual X server c. Start OpenOffice

3.2 Converting Microsoft Office Files to PDF

This section covers the following topics: ■ About Converting Microsoft Office Files to PDF on page 3-8 ■ Converting Microsoft Word Files to PDF on page 3-9 ■ Converting Microsoft Excel Files to PDF on page 3-10 ■ Converting Microsoft PowerPoint Files to PDF on page 3-11 ■ Converting Microsoft Visio Files to PDF on page 3-12 ■ Using Relative versus Absolute Links in Office Documents on page 3-14

3.2.1 About Converting Microsoft Office Files to PDF

When running on Windows, Inbound Refinery can use Microsoft Office to convert Microsoft Office files to PDF files. The following Microsoft Office versions are supported: ■ Microsoft Office 2003 Important: Each UNIX environment is unique. This information is a general guideline for setting up the OpenOffice listener in headless mode on UNIX platforms. An example of the procedure for Red Hat EL4 is also included. Note: Before setting up OpenOffice to run in headless mode, ensure that Inbound Refinery is installed and configured correctly to successfully convert documents to PDF using OpenOffice in non-headless mode. Note: The virtual X server must be started prior to starting OpenOffice, or OpenOffice will not run. Additionally, remember to ensure that the web server is also configured to run when the system boots up. Working with PDF Conversions 3-9 ■ Microsoft Office 2007 Please note the following important general considerations: ■ Microsoft Office is used to convert Microsoft Office files to PDF when the Convert to PDF Using third-party applications option is selected on the Primary Web-Viewable Rendition page. ■ Inbound Refinery can convert a number of special features in Microsoft Office files into links in the generated PDF files. You set the conversion options for Microsoft Office files using the Third-Party Application Settings page. ■ To keep a conversion of a Microsoft Office file from timing out, all functions requiring user input should be disabled. These include password protection, security notifications, such as disabling of macros, and online access requests to show online content or participate in user feedback programs. For details on how to disable these and other similar features, refer to the Microsoft documentation for each product. ■ If a Microsoft Office file was converted to a PDF file successfully, but one or more links in the file could not be converted to links in the PDF file, the conversion status of that file is set to Incomplete. To prevent this from happening, you can set AllowSkippedHyperlinkToCauseIncomplete=False in the intradoc.cfg configuration file located in the refinery DomainDir\ucm\ibr\bin\ directory.

3.2.2 Converting Microsoft Word Files to PDF