Welcome to the SWING Integrator for Notes documentation!

What is SWING Integrator for Notes?

SWING Integrator is a printing, reporting, and document automation solution for Lotus Notes.

Integrate familiar Office applications with your Notes and Domino solutions, and benefit from advanced document authoring, formatting, accurate printing, reporting and data analysis. Extend your solutions simply by adding new Office templates, or let authorized users do so.

Document Library

See how to integrate MS Word, Excel, or OpenOffice with a standard Lotus Notes application. In this tutorial, we are using the standard Doc Library template, creating an Office-enabled document library in just three steps. Let users merge Notes data with Office templates, creating well-formatted professional documents - from personalized letters to complex contracts and sales proposals. https://www.slideshare.net/swingsoftware/howto-doclib-slideshare

Mail-merge

With SWING Integrator, a Lotus Notes applications such as CRM can be easily enhanced with an advanced mail merge feature, so the personalized MS Word or OpenOffice Writer documents can be instantly faxed, emailed, or printed. In addition, standard mailing labels can be created with ease.

PDF

In this tutorial we will show how to create PDF with Lotus Notes data. Business users will be able to create and attach a PDF quotation to an email message with a single click. Although Office templates are used in the background, users see only the resulting PDF.

Reporting

Transform any Notes view or document collection or arrays into Excel reports and charts. Take advantage of Excel features such as PivotTables, conditional styling, and drilldown to analyze Notes data from your applications. Enable business users to create reusable report layouts. Or, edit Notes data in Excel and save them back to Notes.

Description

When the web page is refreshed or when you close the web document without saving it, the following message will appear:

"Are you sure you want to navigate away from this page. You are editing the document. Press OK to continue, or cancel to stay on the current page."

Solution

In order to disable this mesage, open Domino Designer and go to "SwAttachmentsWeb" subform. In "JS Header" section of the subform replace the value of SwSkipClosePrompt to 1:

var SwSkipClosePrompt=1;

That way this message will be disabled.

Description

When the web page is refreshed or when you close the web document without saving it, the following message will appear:

"Are you sure you want to navigate away from this page. You are editing the document. Press OK to continue, or cancel to stay on the current page."

Solution

In order to disable this mesage, open Domino Designer and go to "SwAttachmentsWeb" subform. In "JS Header" section of the subform replace the value of SwSkipClosePrompt to 1:

var SwSkipClosePrompt=1;

That way this message will be disabled.

Description

By default, the maximum number of files that can initially be attached is 10.

Solution

What you need to do is to add as many rows as you want to a table on a "SwAttachments" subform. Now, you should copy the last row in the table to each of these newly created rows and change field names to Sw...._11 (and _12, _13 respectively). In additon, you should change "hide-when" formulas for every added row and formulas/code on the fields in those rows.

Of course, you will have to change form's PostOpen and QueryOpen events to allow more attachments on it (Source.Document.SwMaxAttachments = xx).

Note that the maximum number of attachments is actually 99.

We are supporting language customization in terms of modifying two of the script libraries. Since this is the developers product, which can be integrated to whatever database, this seemed as the most practical way of achieving multilingual support.

These libraries (SwIntOfficeMsg and SwCoreMsg) need to be prohibited for design refreshes, but this is not a big problem, because those libraries are not updated very often anyway.

When they gets updated, these are usually just few lines of code, which we document and give guidance on what needs to be done in order to update your custom SwIntOfficeMsg and SwCoreMsg library.

You are able to create Template setup document for the response document and in the field mapping set formula that will pull the value from the parent document. Like this:

@GetDocField($Ref;"Subject")

Please notice that with this formula you are able to select any document if you know its UNID (first parameter in formula).

Description

Word 2007 issue. If the user name and initials fields are not filled in, then for some inexplicable reason, the VBA code will fail to execute with a bad parameter error.

Solution

Have the user put their user name and initials in word options. Close word and try again.

Open Internet Explorer and Select "Tools" -> "Internet Options"

When you open SWING Integrator in Internet Explorer, current zone should be indicated on the bottom of your screen (similar to picture below). In my case it is "Trusted sites", yours can be something else.

In "Internet Options" window select "Security" tab.

Click on your zone icon and press "Custom level..." button.

Description

If you would like to have watemark in the PDF document.

Solution

Description:

The following error message appears:

SwDocumentLib - SW_OpenMSWord 55-9999; SwDocumentLib - SW-SETLANGUAGEPROPERTIESWORD ->25 SwDocumntLib - SW-RUNVBMACRO -> 9

213 - Microsord Word: Unable to run the specified Macro.

Solution:

This error occurs if the macro security in MS Word is not set correctly.You can try any of the following:

1) Check whether you have SWING integrator template loaded in MS Word (Tools -> Templates and Add-ins).

2) There is a known issue with SnagIt screen capture software and SWING Integrator. If you have SnagIt installed on your computer, try downloading the latest version of Integrator (in which this issue is resolved) or uninstall SnagIt and check the functionality again.

Description

When users are opening an attachment (without template) and they are in read mode, why a dialog window appears with the question: read, write or detach?

When I'm using a template, then I can choose to open the attachment in read mode when the user is in read mode. I'm not using a template.Is it possible to open directly an attachment in read mode when a user is in read mode without the dialog?

To resolve this issue, you must delete the cached versions of the control type libraries (extender files) on the client computer. To do this, you must search your hard disk for files that have the ".exd" file name extension and delete all the .exd files that you find. These .exd files will be re-created automatically when you use the new controls the next time that you use VBA.

These extender files will be under the user's profile and may also be in other locations, such as the following:

C:\documents and settings\username\Application Data\Microsoft\Forms C:\documents and settings\username\AppData\Local\Temp\VBE

For Windows 7:

C:\Users\USER NAME\AppData\Roaming\Microsoft\Forms

C:\Users\USER NAME\Application Data\Microsoft\Forms

Also, you should remove the SWING Software template document from:

C:\Users\USER NAME\AppData\Roaming\SWING Software\Integrator

Please remove all the files (extender and SWING Integrator template) before you try to create new Word document.

Description

A multi-value field or a single value field with carriage returns exported to the corresponding word document which is placed inside a table produces lines that are not separated. Instead of a carriage return, a square box appears in its place.

Solution

This is a "known" problem with MS Word application. Apparently, it seems that when the field is placed within a table, MS Word cannot recognize the new line character.

The trick is to press ENTER after the field (this way, you will have the table with one row and two lines - first one will contain field bookmark and second one will be empty; you can set font to 1, so it would hardly be visible at all).

Description

Let's say you want to have English and Norwegian messages versions.

Solution

If you need multilingual support, you should modify “SW_IntOfficeMsg” function in the “SwIntfOfficeMsg” library.

Basically, we are using this function in our code to get all the messages defined in the "(Declarations)" section.

Here is an example on how to enable multilingual support.

• In the “SwIntOfficeMsg” library (or anywhere else, where appropriate) create a global variable named, say, SwLanguage

• This variable could be set to either "EN" or "NO"

• Now, in the “SwIntOfficeMsg” library "(Declarations)" section rename all the constants to SW_IntOfficeMsgEN1,2, etc. and create new ones, named SW_IntOfficeMsgNO1,2, etc.

Description

You may experience this error when using a database replica, as your current license (a user pack with less than 100 users) doesn't cover this. This doesn't apply if you replicate database on Local.

Solution:

It is suggested that you run your database on local for a test purpose. Here are the steps:

1. Open Domino Designer and unhide "SwDeleteProfileDocuments" agent from agent view. Set properties as in the below image:

2. Go to Notes Client and run Database

3. In the "Actions" menu choose "SwDeleteProfileDocuments" :

4. Now, you need to activate licence again.You can copy the database using file system and in this case, you should be able to use it. Also, you can run (SwDeleteProfileDocuments) agent and then run "Activate license" action (on the "Templates" view) once again.

Note that this activation should be performed on a server.

Description

It's not possible to add a form field to a header or footer in Word.

Solution

In order to map a Notes field into a header or footer, you will have to use bookmarks. Here is the procedure:

Open Word document and set the cursor in the header (or footer) of the document.

Go to the Insert - Bookmark, enter the name of the bookmark and press "Add".

The bookmark will be created, although you might not be able to see it (in order to see all the bookmarks, you should enable the bookmarks view: Tools->Options...->View tab->Show section->Bookmarks checkbox).

Once you have created a Word template, you can proceed with field mappings. Bookmarks are generally mapped with the following syntax:

Notice that you can have more than one bookmark defined on your Word template.

In order to install printer driver you should be Administrator on your workstation. In addition, if you are working on MS Windows Vista or Windows 7 you should disable UAC (User Access Control) before.

Description

When working in the web client, on creation or detach of an attachment appears error:

Error executing agent SwGetGlobalVariable

500 – internal server error

Solution

This behavior is pointing to the non-signed database. Please check is database signed with the server ID or the Id of the user that has enough rights to run unrestricted agents? If this is not the case, please sign the database and check this issue once again.

Please follow these steps to sign the database:

1. Copy database on to server (or on to local).

2. Open Lotus Domino Administrator, navigate to "Files" tab and select the database there.

Description:

The following error message appears:

Solution:

When installing or upgrading to Notes 9.x, some OpenOffice files/registry are being deleted. This leads to a missing “com.sun.star.ServiceManager” and the service cannot be created.

One fix is to reinstall OpenOffice and the other fix is to input the missing registry values:

Description

When working in the 6.5.4 Domino Designer, inserting «SwAttachments» or «SwAttachmentsLayout» subform cause Notes client to crash with NSD error.

Solution:

Following the description of the error on the Notes.net there are couple of threads stated that this problem is solved within the version 7 and it will be solved in one of the next 6.5.x releases:

Solution

To avoid the crash, do the following:

1. Open your db in designer 6.5.4

Description

I have installed SWING Integrator to a Lotus Notes database.

I want to be able to grab template documents from another database. What do I need to do to make that database source of template documents?

Solution

What you need to do is set SW_TemplateDbServer and SW_TemplateDbFilePath globals in the Document databases to point to the Template database (storage) on the server. You should set these variables for every database you need to get Templates for. You will find them in the "SW_IntOfficeMsg" script library.

Below is the description what you need to set to have proper template selection:

Template database:

which will have stored Template setup documents on the server in data directory.

Undocumented functions

Undocumented functions are used for internal purposes and they can be modified within the versions (although not very likely).

These functions are called by published API functions. Of course, there are cases when these functions are solely helpful and can be used in code customization.

In addition, if you need to modify the functionality of those unpublished functions, purchasing the source code license will provide you with the open source and you will get the handle on the whole functionality of the product.

Language translation support

We are supporting language customization in terms of modifying two of the script libraries. Since this is the developers product, which can be integrated to whatever database, this seemed as the most practical way of achieving multilingual support.

These libraries (SwIntOfficeMsg and SwCoreMsg) need to be prohibited for design refreshes, but this is not a big problem, because those libraries are not updated very often anyway.

When they gets updated, these are usually just few lines of code, which we document and give guidance on what needs to be done in order to update your custom SwIntOfficeMsg and SwCoreMsg library.

Does your product require installation of DLLs?

No. In order to have SWING functionality you do not have to install DLL's or any other executables. We intentionally did not include this into our software because dlls need to be installed individually on each client machine and can introduce problems with new versions, new editions, installing new databases, etc.

Are there any macros added to Office?

Office global templates provide SWING VBA modules. Therefore, macros are installed in that respect.

Can SWING Integrator be implemented for Mac users?

Unfortunately, our software does not work in the Mac environment. We don't have any current plans to address this issue, but that could change in the future.

Can SWING Integrator work with IBM Domino attachment and object service (DAOS)?

Yes.

Description

I would like to sign newly created PDF document.

Solution

The DigitalSignature method is used to add a digital signature to a PDF document. Prior to digitally signing a document, the users or developers should have on their systems a digital certificate that can be used to sign documents.

Syntax

.DigitalSignature "Name of the signer", "Reason", "ImageFile", "Location", -1,0 ,0, 0 ,0 , 1 + 4 + 32

Parameters

SignerName This is the friendly name of the digital signature as it appears to the user when the digital certificate is installed on the system. In most cases, this is the full name of the person signing the document.

Reason Reason for signing the document. Can be an empty string if no reason is specified.

ImageFile Full path of the file containing the image that is associated with the signature. This is optional, a digital signature does not always contain an image.

Location Physical location of the person who signed the document. This parameter is optional.

PageNumber Page number on which to insert the signature. Page numbers start with 1, the value -1 indicates the last page in the document.

HorzPos, VertPos Horizontal and vertical position of the digital signature in Twips.

Width, Height Width and height of the digital signature in Twips.

Flags Combination of flags that determine how the digial signature appears on the page. A value of 0 indicates that the signature is invisible.

Return Value

This method returns 0 upon success, it returns one of the following exceptions upon failure:

E_NOTIMPL The license key that is provided does not enable digital signatures

E_ACCESSDENIED The document security settings do not allow the user to modify the document

E_INVALIDARG One of the arguments is invalid or the certificate does not allow signing documents

E_FAIL The signature already exists

Remarks

The Flags parameter can be a combination of one of the following values:

Signer name 1 Reason for signing 2 Location 4 Associated image 8 Date of signing 32 Signature type 64

Code Example

Sub Click(Source As Button)

Dim FilePathName As String Dim PDFApp As Variant Dim PDFDoc As Variant FilePathPDF = "C:\Temp\test.pdf" Set PDFDoc = CreateObject("cdintfex.document") With PDFDoc .Open FilePathPDF .SetLicenseKey SW_PDF_PRINTER_USER_NAME, SW_PDF_PRINTER_LICENSE_KEY .DigitalSignature "Name of the signer", "Reason", "ImageFile", "Location", -1,0 ,0, 0 ,0 , 1 + 4 + 32

Notice: Signer should have certificate on his/her name in the Windows digital ID repository. This name should be set as the first parameter in the .DigitalSignature method.

Using SWING Integrator in Domino Web application requires installing and running the ActiveX controls. By design in Windows 2000, XP and 2003 members of the Users group cannot install ActiveX controls from the Internet without modifying the rights of the group. However, it is possible to allow the Users group to install some ActiveX controls. This article describes how to publish SWING Integrator ActiveX controls in the Active Directory to facilitate this functionality.

Preparing the Control

The ActiveX control must be packaged as an Installer Package (.msi) file instead of as a standard Internet Explorer cabinet (.cab) file. This file is provided to you by SWING Software (Integrator4.msi)

Publishing the Control

Once you have the MSI package, the Active Directory must be made aware of the control. The control must be added as a published control in the user portion of a policy for the appropriate Organizational Unit (OU). After the control has been published properly, you should see it in Add/Remove programs for any of the users in the OU.

After you have prepared the control and confirmed that the control can be seen in Add/Remove programs, you need to set up a registry entry in Windows 2000 that causes Internet Explorer to check the Active Directory for an installation package for the control. This entry is HKEY_LOCAL_MACHINE\Software\Microsoft\Windows\CurrentVersion\Internet Settings\UseCoInstall. Note that this can be any type of value and can contain any or no data. Here is the detailed instruction on creating and setting up the group policy:

Description

If you are uncomfortable with unique names and want to create a solution that will override these names (generated by the @Unique formula).

Solution

Advice would be that you save word document as attachment with unique name. You are able to set the name of the attachment in the SwAttName_xx field. Of course, document would be opened under the unique name. If user needs to save that document she will need to save it on some other place under different name and in this case unique name has no influence on the handling of the document.

The attached document and all functionality resides on the unique name.

Let's put it this way, if you have two attached documents with the same name and different content you will eventually open those two documents in the same time. If this happens the first open document would be overwritten or the second would not be able to open. Therefore, I will strongly suggest that you do not change the name of the attachments unless you are creating functionality that is using attachment outside "swing" functionality like forwarding or attaching to a database that is not swing enabled.Therefore, even if you attach same document to two different Notes documents it will be attached under two different names. This is a basic functionality.

If you still want to achieve this functionality:

Copy code from the attachment to document action with or instead Template action and it will provide you with the desired name. Of course, you should change the name, currently "TestTrial_TODAY"

NewFileName = "TestTrial_" + Cstr(Today())

Version 5.30 (2018-Jan-30)

• New: PDF Printer driver replaced with MS Word and Apache OpenOffice PDF export feature

• Fix: Previously minimized Word instance stuck after Word document is created

• Fix: Template list not visible in IE Edge

• Fix: Lotus Notes menu visible when there are no available actions

• Fix: Special characters in the name of the file to be attached to Template setup document cause error

• Fix: MS Office does not exist message when using OpenOffice to save as PDF

• Fix: Convert2PDF issue

• Fix: When opening protected document with incorrect password, provide error description instead default error handler

• Fix: Double-prompt for Save.

• Fix: Missing OpenOffice reference in status display

Version 5.29 (2015-Mar-11)

• Fix: Flat export to Excel - no multivalue export

• Fix: [Web] - multivalue field to Word NR table adds empty rows

• Fix: [Web] - NL separator not properly transferred

• Fix: [PDF] - Office 2010 error when missing default PDF setup document

Version 5.28 (2013-Mar-11)

• New : New certificate - Sign ActiveX and Templates

• New : PDF - use PDF setup document options when MS Word conversion is used

• Fix: Word bookmark data not transferred to Notes RTF field

Version 5.27 (2012-Dec-04)

• Fix: Opening of document in read mode causes date fields to update

• Fix: PDF printer - typo and xmllite existence verification

• Fix: Reusable texts Search box - 5825 error

• Fix: SW_GetAttFileName, unwanted chars at the output

Version 5.26 (2012-Jun-01)

• Fix: 182 - EXPORTASFIXEDFORMAT does not exist

• Fix: Bad default View names in templates

• Fix: Excel report template setup: tab Chart saving

• Fix: Reusable texts changed due to Office 2010 missing common controls

Version 5.25 (2012-Jan-20)

• Fix: Conflicting document never saved

• Fix: Global variable with templates list to avoid errors when other Word add-ins break initialization of the SWING templates

• Fix: Partially protected MS Office documents raise error

• Fix: SW_ExtractFileToDisk 36 - 75: Path/fie access error - when opening lookup for fields in an already opened document

Version 5.24 (2011-Jul-14)

• Fix: Conditional Texts - Bookmarks and fields are mixed together and bookmarks have "<>" in their names

• Fix: Launch of the already created (but not saved) document give prompt that document is missing

• Fix: PDF file gets the cryptic background name when choosing "Convert to PDF" action

• Fix: Professional Letter template - missing Body field

Version 5.23 (2011-Feb-07)

• Fix: Attempt to access uninitialized dynamic array

• Fix: Ctrl+S returns to the first page

• Fix: Office 2010 64-bit - Word macros fix

• Fix: Save to Notes menu always visible in Excel

Version 5.22 (2010-Mar-09)

• Fix: Cannot initialize templates if user have Remove Hidden Data (RHD) Tool installed

• Fix: Lotus Notes 5.xx USEor USELSX problem

• Fix: Lotus Notes 5.xx.xxx USE or USELSX issue

• Fix: [Web] Error when openning Templates created on the Web

Version 5.20 (2009-Oct-19)

• New: Lotus Notes/Domino 8.5.1 supported

• New: Microsoft Windows 7 supported

• New: [Web] Microsoft Security Update (Oct. 09) compatibility resolved

Version 5.16 (2009-Jun-02)

• Fix: Sw_MassPrintingEx - Requested object is not available

• Fix: [Web] Closing Word document closes Excel document also

• Fix: [Web] Multiple Mail Merge Permition denied and Requested object is not available error

• New: [Web] Improved MS office 2007 document handling

Version 5.15 (2008-Dec-19)

• New: Office 2007 new file types incl. template setup documents

• New: Leftover separator characters in a MS Excel report type templates

• Fix: Global constant correction

• Fix: Activate license - a typo

Version 5.14 (2008-Oct-20)

• Fix: Error when saving attached MM documents

• Fix: Excel reports - multilanguage support

• Fix: Export documents using predefined report leaves data in the Excel clipboard (Office 2007)

• Fix: SW_XlTGetDocumentCharts Automation Error with Office 2007

Version 5.13 (2008-Sep-29)

• Fix: Change in Excel flat documents export --> SW_XlExportDocsFlat

• Fix: Change in Excel flat documents export --> SW_XlExportDocsFlatCat

• Fix: Documents are always saved

• Fix: Incomplete printout of large documents when using print dialog with SW_PrintDocument(FileName, True)

Version 5.12 (2008-Aug-20)

• Fix: Error on creation of another mail merge document while previous one is opened

• Fix: Error when closing two previously opened non Office documents

• Fix: Save to Notes always visible

• Fix: SW_OpenMailMergeBkg - wrong return value

Version 5.10 (2008-Jul-22)

• Fix: Document assembly - Insert reusable text problem

• Fix: Error generating charts with Office 2007

• Fix: WEB - Templates Field Mapping Error

• Fix: WinXP Office 2007 - Excel report chart creation error

Version 5.09 (2008-Jun-09)

• Fix: SW_ConnectDataSourceWithMM

• New: Allow to use "Use" statements in field mapping for LS code snippets

• New: Edit document template on Web

• New: Changes to SW_PrintOODoc function

Version 5.08 (2008-Feb-27)

• Fix: OpenOffice - Data from bOpenOfficekmarks in OpenOffice was not transferred to Notes RTF field

• Fix: OpenOffice - NL separator

• Fix: OpenOffice - RTF to Notes error

• Fix: OpenOffice - transfer from OpenOffice to Notes RTF field

Version 5.07 (2007-Aug-23)

• Fix: PDF setup documents cannot be stored in another database

• Fix: [Web] Charts are not displayed in popup dialogs if the site is not in the Local intranet or Trusted zones

Version 5.06 (2007-Jun-05)

• Fix: Excel - number fields from Notes to Excel not properly formatted

• Fix: [Web] - Open excel file, delete value in a cell - the change is not reflected in the Notes document

Version 5.05 (2007-Jan-10)

• Fix: Quotation sample - error when MS Office is not installed

• New: Meaningful messages when MS Office is not installed

• New: Message "Please execute 'Activate license' action" can be modified

Version 5.03 (2006-Dec-19)

• Fix: Setup Wizard error

• Fix: SW_PrintMailMerge error in Word 2003

Version 5.02 (2006-Dec-12)

• Fix: Error when printing to PDF - printer cannot be initialized

• Fix: Unable to perform bi-directional field exchange in Excel

Version 5.00 (2006-Nov-29)

• Initial Release 5