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The Great Plains Office
Smart Tag Manager increases your productivity by
providing links between Microsoft Office documents
and the underlying data within Great Plains.
You can instantly drill back from spreadsheets,
e-mails and Microsoft Word documents to customer,
vendor and product information. If you're having
trouble setting up this useful integration, the
following may help:
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In
Word, Excel, or Outlook, make sure that all
Microsoft Business Solutions recognizers are
selected. To do this:
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1. |
Click
Tools
--> AutoCorrect
Options, -->
Smart Tag tab. |
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2. |
Make sure that all the
Microsoft Business Solutions - Recognizer
options are selected. |
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3. |
If you are using Word, click
Check Document.
If you are using Excel, click
Check Workbook.
If you are using Outlook, click
Recheck Document. |
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4. |
Click
OK.
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In Office
Smart Tag Manager, enable all entities for an
action, but be sure to enable each entity
individually.
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1. |
Click
Start,
point to Programs,
and then click Office
Smart Tag Manager. |
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2. |
Click
Administration,
and then click Groups. |
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3. |
Select your group, and then click
Edit. |
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4. |
Select an entity, and then click
Enable All in
the entity section. This enables all entities. |
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5. |
In the
Actions
section, click Enable
All to enable all actions for that
entity.
Note For each entity, you must select
Enable All in
the Actions
section to enable the actions that are
associated with that entity. |
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Microsoft Great Plains security overrides Office
Smart Tag Manager security. For example, Office
Smart Tag Manager cannot perform an action that
requires that you open a Great Plains window if
you do not have permissions for that window.
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When
you set up NT groups, consider the following:
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When you work with Office Smart Tag Manager,
you can use group level security instead of
individual level security. |
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You must set up groups for each level of
security that you want in Office Smart Tag
Manager. For example, if you want one group of
users to see only account information for the
company, and you want another group of users
to see only vendor information for the same
company, you must set up an NT group for each
group of users. |
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If a user is in more than one NT group, NT
group security gives that user permissions for
the group that has the most restrictive
security. |
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You do not need special permissions to create
your NT groups. |
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When you enable entities and actions for your
NT group, the Administrator group creates both
the NT group and the Microsoft SQL Server
logon. Then, the Administrator group adds the
user to the Office Smart Tag Manager role in
the company for the entities and for the
actions. See the following table for examples.
| NT Group |
SQL
Logons |
SQL
Roles |
| AccountingTWO
|
domain/AccountingTWO |
Smart
Tags |
| AccountingTEST |
domain/AccountingTEST |
Smart
Tags |
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