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Planview Customer Success Center

Installing Slide Publisher

Slide Publisher uses the following components:

  • AdaptiveWork app: Slide Publisher can be installed by an admin from the AdaptiveWork App Marketplace. This app includes a custom action that is enabled on the project level, and is used to publish the presentation using the template and AdaptiveWork data.
  • MS PowerPoint "Template Wizard" Add-On allows you to add placeholder tags to your template that are later replaced with real-time data from your AdaptiveWork account.
    Install the add-on for free from the MS store or by manually downloading this Manifest XML file to your local PC and installing in MS.

To install from the MS Office Store:

  1. In the PowerPoint application, open the Insert tab on the ribbon. Go to Office Add-ins or My add-Ins (on a Mac) > Store. This step may differ slightly depending on your version of MS PowerPoint.
  2. Search for AdaptiveWork Slide Publisher. Click Add.
  3. This will add a new button to your Insert tab.

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To install manually:

Download this Manifest XML file and save the file on your computer.

On Windows

To upload to my organization, select one of the links below:

  1. Go to Insert > Office Add-ins > My Organization.
  2. Click Upload My Add-in. Select the file and click Upload.
    This will add a new button to your Insert ribbon.

  3. slide_publisher.PNG

Note: If you do not see My Organization, you may need to manually add the location of the Manifest XML file:

  1. Open PowerPoint Options > Trust Center > Trust Add-in Catalogs.
  2. Under Trusted Catalogs Table, add the location/path to the Manifest.
  3. In addition, make sure to share with 'Everyone' the folder where the Manifest is located. Right-click the folder and open the Sharing tab. Add the user or Everyone and grant Read permission (at a minimum).
  4. Go to add-ins, and in the shared folder, install the add-in.

On a MAC

  1. Copy the downloaded file, and go to -/Library/Containers/com.microsoft.Powerpoint/Data/
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  2. In the Data folder, open the Documents folder and create a new folder called wef. Paste the Manifest file in the new folder.
    mceclip1.png
  3. Open your PowerPoint presentation. In the Insert tab, open My Add-Ins.
    You will see the AdaptiveWork add-in as well as a confirmation message.
    mac_PPT.png
  4. Click Slide Publisher to log in and start creating slides.
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SSO

Once the installation process is complete, future access to your Slide Publisher is quick and easy. With the SSO (Single Sign-On) option you will go through a one time authentication process and then simply enter your username to log in.
For more information regarding the Slide Publisher SSO click here.