Microsoft Office Guidelines for CS Professional Suite

Alerts and notices

The CS Professional Suite of applications integrates with several Microsoft Office applications, including Excel, Outlook, PowerPoint, and Word. This article explains the supported versions of Microsoft Office and recommendations for CS Professional Suite integration.

For assistance with your Microsoft Office applications, including deciding which version is right for you, installing, updating, or troubleshooting Office application errors, contact your IT professional.

Office versions

We support the following versions of Microsoft Office for integration with the CS Professional Suite:

  • Office 2010 (32-bit)
  • Office 2013 (32-bit)
  • Office 2016 (32-bit)
  • Office 2019 (32-bit)

To find out which version you use, see About Office: What version of Office am I using? External link . ( What's this?)

32-bit and 64-bit

CS Professional Suite applications only integrate with 32-bit versions of Microsoft Office. This is in line with Microsoft's recommendation to use 32-bit installations for add-ins. See Choose between the 64-bit or 32-bit version of Office External link for more information.

Office 365

Our applications integrate with Office 365 when the Office desktop applications are fully installed on the local computer.

  • Firms who operate in non-network, LAN, Terminal Server, or any non-Virtual Office CS/SaaS environments must have Microsoft Office applications installed rather than use web access. Many Office 365 editions include the ability to install programs locally. Review your firm's Office licensing and ask your IT professional to install Office. See  How to install Office External link for installation instructions.
  • Virtual Office CS / SaaS firms must use Microsoft Office within their NetStaff portals. See the next section for details. 

Virtual Office CS / Software as a Service (VO/SaaS)

If you want to use Microsoft Office applications with your VO/SaaS applications, you need to open Microsoft Office from within VO/SaaS, in other words from your NetStaff portal. From there, you can open locally-stored documents. You can also migrate your locally-stored Microsoft Office documents to Virtual Office; see Migrating Microsoft Office data to Virtual Office CS or SaaS.

Click-to-Run

CS Professional Suite products will not integrate with the Click-to-Run installation of Microsoft Office 2010. To find out why, see Office 2010 Click-to-Run compatibility with add-ins External link . Click-to-Run is supported with all other versions of Microsoft Office that CS Professional applications integrate with.

Outlook

To send email from a CS Professional Suite application using Outlook, you need to confirm the following:

  • Outlook is your default email program.
  • The MAPI component  of Outlook is functioning.
  • Outlook is open and running.
  • You do not use Outlook Express. 

The delivery of email is dependent on Outlook and the email service you use. Any restrictions on attachment file size or other policies applicable to sent mail in your environment may interfere with the ability of CS Professional Suite applications to send email via the email application.

Troubleshooting

Office application

Check whether the Office application is functioning on its own. For example, if you cannot send an email from a CS application, open Outlook and try to send an email directly. If the Office application is not functioning on its own, consult your firm's IT professional for assistance. Once the Office application functions, try the integration again.

Multiple versions

If you have multiple versions of Microsoft Office installed, integration with CS Professional applications may not function. Consult your IT professional for assistance uninstalling additional versions. 

Run as Administrator

You need to run CS Professional Suite applications and Office applications at the same permissions level. We recommend that you run both the CS Professional Suite applications and the Microsoft Office applications as an administrator. See the  Permissions Guidelines for CS Professional Suite for more information on running as administrator.

Add-ins

Third-party add-ins for Microsoft Office applications may interfere with CS Professional Suite add-ins for Microsoft Office or with the CS Professional Suite application itself. Any of the following behaviors could indicate a conflict.

  • Failed integration between CS application and Microsoft Office
  • Inability to load CS Professional Suite add-ins for Office products
  • Error messages or incompatible file formats in handling embedded objects from Office applications

To resolve add-in conflicts, try running Microsoft Office in safe mode with all non-Thomson-Reuters add-ins disabled. For more information, see Use a Microsoft Office program in User-Initiated Safe Mode External link .

Hidden data and personal information in Office documents

The presence of hidden data and personal information within Office documents may cause irregular behavior when integrating with CS Professional Suite applications. See Remove hidden data and personal information from Office documents External link .

Internet Explorer

CS Professional Suite and Microsoft Office applications will use Internet Explorer for common tasks. The version, active add-ins, and settings of Internet Explorer may affect the functionality, behavior, and integration of those applications. If you suspect that Internet Explorer may be affecting integration issues, please consult your qualified IT professional to troubleshoot Internet Explorer.

Server Busy error

While integrating Microsoft Office products with CS Professional Suite products you may receive the error message Server Busy with the options Switch To..., Retry, and Cancel. This error appears when there is a security setting in your environment that prevents programs from integrating properly. Contact a qualified IT Professional to correct these settings.

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