Using Relative versus Absolute Links in Office Documents

3-14 Administrators Guide for Conversion not be converted correctly they will be placed in the wrong location. For example, if the printer paper is set to LetterLandscape, the drawing page should also be set to LetterLandscape. ■ In the generated PDF file, the hotspot for a Visio link is a square that encompasses the shape; even if the shape itself is not a square.

3.2.6 Using Relative versus Absolute Links in Office Documents

Both relative and absolute links can be converted to PDF in Word, Excel, PowerPoint, and Visio files. ■ Example absolute link: http:machineucmgroupspublicdocumentsaddacct000123.pdf ■ Example relative link: ..\addacct\000123.pdf When creating links, absolute and relative links each have advantages and disadvantages. Absolute links are easy to copy and paste, however, relative links can eliminate issues if the content server is migrated to a new machine or if the IP address and DNS names change; relative links will always be relative to the location of the web viewable file for the document you are checking in. To use relative links in Word, Excel, PowerPoint, and Visio documents, complete the following steps:

1. Log into the refinery.

2. Select Conversion Settings, then select Third-Party Application Settings. The

Third-Party Application Settings page is displayed.

3. Click the Options button for the third-party application. The corresponding

options page is displayed.

4. Click Update to save your changes.

5. Use relative links, instead of absolute links, when authoring documents. It is

important to understand that these links will be relative to the location of the web viewable file for the document you are checking in: ■ Example 1: Relative linking with the same document type and security Lets say you wanted to create a link to document 000123. If the document was checked into security group public and document type adacct, this document has a web viewable URL of: http:machineucmgroupspublicdocumentsadacct000123.pdf Now if you check document 000456 into the same security group and document type, its web viewable URL would be: http:machineucmgroupspublicdocumentsadacct000456.pdf Important: The following procedure applies to Inbound Refinery with Microsoft Office installed, using the Convert to PDF using third-party applications option. This procedure does not apply to configurations using Inbound Refinery on UNIX. Working with PDF Conversions 3-15 Since the URL path is identical to 000123, your relative URL link in the document for 000456 would only need to be: 000123.pdf ■ Example 2: Relative linking to a different document type Using the same document names, if you checked document 000456 into the same security group but a different document type, its web viewable URL would look like: http:machineucmgroupspublicdocumentsadcorp000456.pdf This means that your relative URL link needs to go up one directory and then into adacct to find 000123.pdf. So the relative URL link would be: ..\adacct\000123.pdf ■ Example 3: Relative linking to a different document security Now if you also change the security group of document 000456, its web viewable URL would look like: http:machineucmgroupssecuredocumentsadcorp000456.pdf This means that the relative URL link will need to go up three directories and then back down to 000123.pdf. So the relative URL link would be: ..\..\..\public\adacct\000123.pdf 6. Check the documents into the content server. When converting the documents to PDF, the refinery will create links relative to the location of the web viewable file for each document you are checking in.

3.3 Troubleshooting PDF Conversion Problems