You can use Office 365™ to create and edit text documents, spreadsheets, or presentations for storage in the Documents and Media library. When you finish your Office 365™ editing session, you must check in the document to save the changes in the Documents and Media Library.
Here, you’ll learn how to do these things:
Authentication
The first time you create or edit a Documents and Media file via Office 365™, you must authenticate with your Microsoft account. This links OneDrive™ to your Liferay DXP account, so you only need to do this once. You can unlink your account at any time by navigating to User Menu → Account Settings → General → Apps, and clicking Revoke next to OneDrive™.
Figure 1: You can unlink your account from the portal.
Creating Files
Follow these steps to create a new Documents and Media file via Office 365™:
-
Open the Menu (
), click your Site’s name, and navigate to Content & Data → Documents and Media.
-
Click the Add icon (
) and select the type of Office 365™ document to add to the Document Library:
- Word™
- Excel™
- PowerPoint™
When you select one of these options, a new window opens for you to enter the document’s name.
Figure 2: Select the type of document you want to create.
-
Enter the document’s name in the Title field, and click Save. When you click Save, Liferay DXP creates a temporary Documents and Media file and links it to the new Office 365™ file. Your browser then opens a new window with that Office 365™ file so you can create its content.
Figure 3: Give the document a name.
-
Use the Office 365™ editor to create your document’s content.
-
Save or discard your changes to Liferay DXP:
Check in: Saves the Office 365™ file to Documents and Media, then deletes the file from Office 365™. The saved file’s format depends on the document type you selected in step two above.
- Word: Microsoft Word™ (
.docx
) - PowerPoint: Microsoft PowerPoint™ (
.pptx
) - Excel: Microsoft Excel™ (
.xlsx
)
Cancel Checkout: Deletes the Office 365™ file, discarding any changes.
- Word: Microsoft Word™ (
Editing Files
You can use Office 365™ to edit the following types of Documents and Media files:
- Text files (
.doc
,.docx
,.docm
,.dot
,.dotx
,.dotm
,.html
,.txt
,.rtf
,.odt
) - Presentation files (
.ppt
,.pptx
,.pptm
,.pps
,.ppsx
,.ppsm
,.pot
,.potx
,.potm
) - Spreadsheet files (
.xls
,.xlsx
,.xlsm
,.xlt
,.xltx
,.xltm
,.ods
,.csv
,.tsv
,.txt
,.tab
)
Follow these steps to edit a Documents and Media file in Office 365™:
-
Navigate to the file in the Documents and Media Library.
-
Click the file’s Actions icon (
) and select Edit in Office 365. This automatically checks out the file, transfers its content to a new Office 365™ file, and redirects you to that file Office 365™.
-
Edit the file in Office 365™. The editing process is exactly the same as described above for creating files.
Figure 4: Select *Edit in Office 365* from the file's Actions menu.