Content Authoring - Microsoft Office Integration(Paid feature)
Overview
S-Drive’s document editing online feature is available for Lightning on desktop, and allows users to edit Microsoft Word, Excel, or PowerPoint files while in S-Drive, without having to download, edit, and re-upload them.
In order to use online document editing, you must have a Microsoft Azure account, and your S3 bucket must be versioned. When files are edited using online document editing, they will be saved automatically as you edit, and when you’re done, the document will be saved as a new version in S-Drive.
Please see our Pricing page for rates.
What about security?
Microsoft Office Integration uses Web Application Open Platform Interface (WOPI) to manage request between S-Drive and Office Online.
Files are always kept in Amazon S3.
Only the file content is shared with Office Online via the WOPI.
Office Online has no information about where the file is stored
Office Online does not have any permission to change the files in S3.
Files are never saved to Office Online servers. Just a temporary copy of the file is kept throughout the editing session
Once the editing session is complete, WOPI uploads the updated file to S3 and the file is saved to S-Drive as a new version.
Prerequisites and Limitations
Versioning must be enabled in your bucket (and configured in your org). See General Settings | Upload-Settings for how to enable versioning.
Users must have a Microsoft Office365 Account and an “Office for the web” license. This can be a shared account or their own individual account
Lightning experience only
Not available in mobile app
Files up to 100 MB can be edited
What kinds of files can use this feature?
Document | file type | Can be edited? |
---|---|---|
Word Documents up to 100 MB | .doc, .docx | ✅ |
Power Point slides up to 100 MB | .ppt, .pptx | ✅ |
Excel sheets up to 100 MB | .xls, .xlsx | ✅ |
Files in S-Drive recycle Bin | ❌ | |
Locked files (checked out or currently being edited online) | ❌ | |
Files accessed via a public share link | ❌ | |
Shortcut files | ❌ |
Setting up Microsoft Office Integration
Configure Usage Plan and Enable Users
Navigate to S-Drive Configuration page
Click on Micro Services tab
See Content Authoring section
Choose the number of users you want to enable, or Unlimited or Trial
Select users from the Available list and move them Selected list for enabling content authoring for those users
Add https://wopi.sdriveapp.com to your Remote Site Settings
Go to Setup->Remote Site Settings
Click New Remote Site
Give the setting a name
Enter https://wopi.sdriveapp.com for the url
Click Save
Enable Online Editing in S-Drive Lightning Component
To enable editing documents online in any S-Drive Component, edit the Lightning page, and on the S-Drive Component, check the box for Online Editing.
Now when you click the down-arrow on the Action menu next to a Microsoft file, you will see an option to open that file in Microsoft Word/Excel/Powerpoint. While a file is undergoing editing, the Status column will show a lock icon and a pencil icon to indicate the file is locked due to editing. Hovering over the pencil icon will show who is editing the document.
Note: As editing documents online is only available in Lightning Experience, if you have users in your organization who uses S-Drive in both Lightning and Classic, a file in Classic may not show the lock state properly.
File size: Office online optimizes images, so file sizes may be smaller than the original after editing.