Box for Office Integrations

Box for Office IntegrationsBox for Office Integrations.

Box strives to increase your productivity by leveraging our cloud content platform in the applications you work in every day. With this in mind, we have built Box for Office to help you create, edit, and share your documents more effectively.

Box for Office includes Box functionality for key Office products—Microsoft Word, Excel, PowerPoint, and Outlook—in a single app.

Introducing Box for Office.

We have integrated essential Box functions into the Backstage view of the most popular Office applications. Now, right from within Word, Excel, and PowerPoint on desktop and mobile, you can:

Open files from Box, with easy access to recently accessed files and folders Save files to Box, even with documents from your desktop Access Box options directly from the ribbon in Office apps Generate Box shared links and control their permissions.

In addition, from Outlook you can:

Save attachments to Box from incoming email Easily send links to files already stored in Box Convert outgoing attachments to Box shared links.

Learn how other customers are taking advantage of the Box for Office integration:

Installing the Box for Office Desktop Integration (DESKTOP)

Note.

Integration with Office desktop applications is only available for computers running Windows.

For Individuals.

Prerequisites.

Windows 7 or higher Microsoft Office 2010 or higher .NET 4.x or higher (will be handled by installer) Visual Studio Tools for Office (will be handled by installer) Administrative rights.

Note The installation package requires admin rights to include an auto-updater service so Box for Office can seamlessly be upgraded in the background in the future.

Installation.

Download the setup package for individuals. Run the setup package, providing administrative rights as needed. Open Microsoft Word, Excel, or PowerPoint and navigate to the full Open menu. (May need to use the Open Other Documents link from the initial screen.) Choose Box as a source to open files from, and sign in with your Box account credentials. Once logged in, you can log out from any of the Open/Save/Share pages as well.

Uninstallation.

You can uninstall Box for Office via Programs & Features in Windows, or by running the installer again and choosing the Uninstall option.

For Admins.

We support pushing Box for Office as an unattended installation using an MSI.

Ensure that prerequisites are installed separately, prior to running the MSI: Windows 7 or higher Microsoft Office 2010 or higher Windows Installer 3.1, 4.5, or greater: http://support.microsoft.com/kb/942288 .NET Framework 4.0: https://www.microsoft.com/en-us/download/details.aspx?id=17851 Visual Studio 2010 Tools for Office v10.0.50701 or greater: http://go.microsoft.com/fwlink/?LinkId=140384 Download the Box for Office MSI and deploy it in your environment. There are no configuration options for this installer.

For your Office 365 Tenant ID to be eligible, every Box account holder must have an Office 365 license to at least one of the following:

Office 365 Enterprise K1 Office 365 Enterprise E1 Office 365 Enterprise E3 Office 365 Enterprise E4 Office 365 ProPlus Office 365 Business Office 365 Business Essentials Office 365 Business Premium OneDrive for Business SharePoint Online Plan 1 SharePoint Online Plan 2.

Box also provides two different scripts for system administrators to remove Box for Office installations.

One script removes any outdated versions of Box for Office as well as the most recent version (https://app.box.com/s/9053q4mml05f43y7dwmd). The other script also removes any outdated versions of Box for Office but leaves the current version installed ( https://app.box.com/s/4nxq3b94rd6beaag769p ).

The following procedure can be used to uninstall Box for Office installations:

Open the Group Policy Management Console . Expand Forest, Domains , and the domain. Right-click Group Policy Objects , and then click New . In the New GPO dialog, in the Script Name field, type Box for Office Uninstallation. Click OK . Right-click Box for Office Uninstallation under Group Policy Objects , and then click Edit . In the Group Policy Management Editor window, expand Computer Configuration > Policies > Windows Settings , and click Scripts (Startup/Shutdown) . In the right pane, right-click Startup , and then click Properties . In the Startup Properties window, click Show Files . Download the uninstallation script, and save it to the folder that Show Files . opened. The script requires administrator privileges. To remove both new and old versions of Box for Office: https://app.box.com/s/9053q4mml05f43y7dwmd. To remove only old versions of Box for Office: https://app.box.com/s/4nxq3b94rd6beaag769p. Close Windows Explorer, and return to the Startup Properties window. Click Add . In the Add a Script dialog, in Script Name , click Browse . and select the script you saved in the previous step. Click OK. In the Startup Properties window, click Apply , and then OK . Close the Group Policy Management Editor window. In the Group Policy Management Console , link the GPO to the domain or any organizational unit.

Adding Box for Office Custom Tiles to Office.com.

If you’re the administrator of your enterprise’s Office 365 account, Box enables you to create custom tiles so that you and your users can launch Box for Office Online straight from your Office.com App Launcher.

Note.

Administrators must set up custom tiles following the steps outlined below before users will be able to pin these tiles to their app launchers.

For Admins.

Log into Office.com with your enterprise’s Office 365 Admin account. Click on the App Launcher in the top left corner.

Click on the Admin tile. Office may ask you to sign in to Office 365 again. Navigate to Settings > Organization Profile in the left-hand navigation bar.

Scroll down to the Add custom tiles for your organization section, then click Edit on the right. Click Add a Custom Tile. You will need to repeat this step three times to add three custom tiles, one for Word, one for PowerPoint, and one for Excel. Fill out the four fields as following for each respective application:

Title name Box for Word Online URL https://box.com/officeonlineentry/word/d_0 Description Create and Edit your Word files with Box Image URL https://cloud.box.com/shared/static/7em756cplzvw8t7zzrmhi11dds41xd5l.png.

Excel.

Title name Box for Excel Online URL https://box.com/officeonlineentry/excel/d_0 Description Create and Edit your Excel files with Box Image URL https://cloud.box.com/shared/static/gjahvhkbbv7g103g416v646k1s7wwgx9.png.

Powerpoint.

Title name Box for PowerPoint Online URL https://box.com/officeonlineentry/powerpoint/d_0 Description Create and Edit your PowerPoint files with Box Image URL https://cloud.box.com/shared/static/jnbuxcfb56jxbx7iu6cz4rxlkq04mjrp.png.

Click Save when finished. It may take approximately 30 minutes before the custom tiles are pushed out to your end users and available in the list of all their available apps. See Individuals section below for information on how users can add these directly to their App Launcher tiles.

Individuals.

Log into Office.com with your O365 Enterprise Account. Click on the App Launcher. Click View All My Apps at the bottom of the launcher. Hover over one of the Box for Office Online Custom Tiles, and click the ellipses (. )

Click Pin to App Launcher Repeat the last two steps for each custom tile you need to add (Word, Excel, PowerPoint).

Using Box with Microsoft Word, Excel, and PowerPoint.

Opening Files From Box.

Once in the Open menu, you can open a file from Box in one of two ways:

Click on a recently accessed file Choose a recently opened folder to navigate or open a file browser directly to pick a file.

From the file picker, you have the following options:

Navigate up and down the folder hierarchy Search for files anywhere in your Box account Open the file from Box (triggering a download)

Saving Files to Box.

If you previously opened a file from Box or previously saved a file as a Box file, you can use Control-s , or the normal Save menu to save a new version of that file.

If you opened a file from the local desktop or other non-Box source, you can always save it to Box by using the Save As menu, which provides options to browse to a Box folder and save your file.

Note.

When you save a file to Box, future saves go straight to Box as new versions of that file.

Generating Box Shared Links.

The Share menu option is only available when there is an open and active file. When on this page, you have the following options:

Share a Link : Create a shared link for the file and copy it for use elsewhere. If the file was not already stored on Box, you are prompted to upload the file to Box on the spot. Change the shared link access level . Advanced : Set an expiration date for a link (enterprise accounts only) Allow downloading Email link : Send the link using your system default e-mail client.

Ribbon Options.

Right from the ribbon at the top of your Microsoft Word, Excel, and PowerPoint files, you’ll see the following additional options to Share your file using Box, Upload your file to Box, or View on Box .

Box and Office Online.

For Individuals.

Note.

As Box relies on Excel Online to support the preview of .xlsm files, Box Preview is restricted to features supported by Excel Online. More information about Excel Online preview on the Office Support site.

Navigate to the Box folder you want to contain the new file. Click New from the Box menu and select the type of Microsoft file you want to create. When prompted, name your file. If you do not have Box Edit installed, Box will create your file and automatically open it in Microsoft Office Online. If you do have Box Edit, your file will open in your default desktop application.

through a file’s context menu through a file’s preview page.

Excel: 5MB PowerPoint: 300MB Word: Document must contain less than 100 million characters and load in less than 60 seconds.

Navigate to the folder containing the Microsoft file you wish to edit. Click on your Microsoft file to open its preview page. Click on the Open button and select the option to open the file with Office Online editor.

Navigate to the folder containing the Microsoft file you wish to edit. Hover over your Microsoft file and click the More Options drop-down menu in the file’s right-hand icon list or right-click on the file. Select Open with. followed by PowerPoint Online , Word Online or Excel Online , depending on the type of file you are editing.

For Admins.

Open the admin console. In the admin console’s left sidebar, click Apps . In the top of the window, click Box Apps & Integrations . Navigate to the Individual Application Controls section . Hover on Box for Office to highlight it, and then click Configure .

Using Box with Microsoft Outlook.

Uploading to Box and Attaching to Your Email in One Step.

On the Outlook Box ribbon menu, click Upload and Attach . A file picker opens. Using the file picker, select the file you want to upload to Box and email to others. Then click Open . The Upload to folder window opens. Using the Upload to folder window, click the folder you want to store the file you selected. Click the Access drop-down menu, and then click an access level for this file. Then click Upload .

When the file is in Box, a shared link displays in your email draft.

Sending Links to Files on Box.

On the Outlook Box ribbon menu, click Attach from Box . The Attach from Box window opens. In the Attach from Box window, click the file you want to share. Click the Access drop-down menu, and then click an access level for this file. Then click Insert .

The file you selected displays as a shared link in your email draft.

Click the Start menu and search for regedit . The Registry Edit opens. In the left pane, navigate to HKLM > Software > Box > Box for Office \ In the right menu, right-click and select New > String Value . Name this new value OutlookPromptDisabled . Right-click the newly-created OutlookPromptDisabled value and click Modify . Set the Value data to 1 . Fox x86 Office on X86 machines, replace the path in Step 2 with HKLM\Software\Wow6432Node\Box\Box for Office\

Sav e Incoming Attachments to Box.

Open the email either in the Outlook preview pane or in an individual email window. On the Outlook Box ribbon menu, click Save Attachments . The Save to folder window opens. In the Save to folder window, click the folder you want to store the attachments from your selected email. You cannot save individual attachments to different locations. You can only save all attachments to the same location. Click Save .

Convert Outbound Attachments Into Shared Links.

You can automatically turn outgoing attachments into shared links when you compose a message and select files to attach from your computer. The files are uploaded to Box and the attachment is replaced with a shared link.

MOBILE.

Box for Office – iOS Integration.

You can use Microsoft’s Office mobile applications (Word , PowerPoint , and Excel) to create and edit documents stored in Box. All paying Box users must have an Office 365 subscription with access to Microsoft Office iOS apps to make use of this integration.

Personal Box users can use the integration for free by signing in with a free Microsoft account. With a Personal Box account and free Microsoft account, users will have ‘read only’ access. With a Personal Box acount and a Paid Microsoft account, users will be able to make edits to content. The integration is available for iPhone and iPad.

Note.

Both download and upload permissions are required to make use of this integration. You must be an owner, co-owner, editor, or viewer in a folder in order to open and edit files with an Office mobile app. You will not be able to use the Office iOS integration in folders in which you are an uploader, previewer, or previewer uploader. For more information on access levels, see What Are The Different Access Levels For Collaborators?

Requirements:

Your device must be running iOS 8 or above The latest version of the Box for iOS application must be installed on your device. The latest versions of the Microsoft Office mobile apps must be installed on your device. An Office 365 account that has access to Microsoft Office mobile apps.

Opening Office Files from Box.

To launch an Office mobile application from Box for iOS:

Preview an Office file in Box by tapping on it Tap the Open in. icon (see screenshot below) Open the file with the appropriate Microsoft app.

Files that are opened from Box will be saved back to Box by default. Office applications have AutoSave enabled by default, meaning that your documents will be saved automatically as you edit them. You can disable AutoSave in the file menu of your Office apps. If AutoSave is disabled, your changes will be saved to Box whenever you manually tap Save .

Opening Files in Box from Office Applications.

To open files located in Box from an Office app:

Open the appropriate Office mobile app Tap Open to open a file. Tap Add a Place , then choose Box You will be prompted to log in to your Box account Grant Office access to Box.

Box displays as a location when opening or saving files. You can open a file from any folder in your Box account. Only files that can be opened by the app you are using will be visible.

Saving Files to Box from Office Applications.

To create a new file in an Office app and save it to Box:

Open the appropriate Office mobile app Tap New to create a new file. Open the File menu by tapping the icon in the top left corner Tap Name or Save (if AutoSave is disabled) to bring up the Save As. menu Tap Add a Place , then choose Box You will be prompted to log in to your Box account Grant Office access to Box.

Box displays as a location when opening or saving files. You can choose to save your file anywhere in your Box account.

Note.

This integration is not compatible with the Mark for Offline feature of the Box for iOS application. Due to the design of the Office iOS apps, the applications will attempt to download and re-upload the files from Box, which requires a network connection. You can open, edit, and save your work from other applications that do not need to download and re-upload the files.

Box for Office – Android Integration.

You can use Microsoft’s Office mobile applications (Word , PowerPoint , and Excel) to create and edit documents stored in Box. The integration is enabled automatically. All paying Box users must have an Office 365 subscription to make use of this integration. Personal Box users can use the integration for free by signing in with a free Microsoft account.

Note.

Both download and upload permissions are required to make use of this integration. You must be an owner, co-owner, editor, or viewer in a folder in order to open and edit files with an Office mobile app. You will not be able to use the Office Android integration in folders in which you are an uploader, previewer, or previewer uploader. For more information on access levels, see What Are The Different Access Levels For Collaborators?

Requirements:

You r Android device must be running KitKat (v4.4) or above The latest versions of the Microsoft Office applications must be installed on your device. The lastest version of Box for Android must be installed on your Android device.

Opening Office Files from Box.

To launch an Office mobile application from Box for Android:

Preview an Office file in Box by tapping on it Tap the Open in. icon.

Open the file with the appropriate Microsoft app.

Download the Office apps from the Google Play Store. After opening the app, select Open . Select Other cloud storage.

If you have downloaded the Box android app and are logged in, Box will be listed in this menu . Tap Box .

After choosing Box, the Box file picker redisplays. From here you can open any files in your Box account.