Getting Started with Innovator Office Integration

The Word add-in, Innovator Office Integration, was created to enable you to create requirements and use cases in the Microsoft Word environment you are used to using. You do not even have to be connected to an Innovator model to be able to create requirements and use cases in Word. You can also edit requirements and use cases which already exist in Innovator using Word and then synchronize them with the Innovator model again.

Installing and Configuring Innovator Office Integration

You need to install Innovator Office Integration and carry out certain configuration tasks before you can create requirements and use cases with Innovator Office Integration.

If you are administrator, please read the "Administrative Tasks" chapter to find out how to do this.

Once you have successfully installed the plug-in, start Word and jump to the Innovator tab.

Creating Offline Elements

You can start creating offline elements straight away by clicking on Connect in the Innovator tab to open the tool window; then click on After to insert an offline requirement.

You can use existing documents which already contain requirements and use cases.

Note

Please save any documents from older versions of Word (*.doc) in the current Word format (*.doc) so that Word is not running in compatibility mode as the add-on cannot be used in this mode.

If you select existing text in the document, then this text either automatically becomes the name or the description text of a new offline requirement. This is the first step to transferring your requirements and use cases that have already been created as text into an Innovator model.

You can save your requirements at any time and then exit Word; your structured offline requirements and use cases are saved in the document.

Connecting to a Model

You first need to connect to a model to be able to edit requirements and use cases in an Innovator model. You can connect to any number of models at the same time. The current model is shown in the Connected models: drop-down list in the Innovator tab in the Innovator for Microsoft Word tool window; all of the model's requirements and use cases are shown below it. You can only interact with the model currently selected at the time.

Jump to the Innovator tab in Word and select Connect to connect to a model. The Innovator for Microsoft Word tool window appears.

Click on New in the tool window to link the document with a model which is not connected. Select an existing model connection and click on Log-In to log-in to a connected model. If necessary, enter a password for login.

Assigning the Elements to the Model Structure using Anchors in the Document

An anchor references a container in the Innovator model. Requirements and use cases in the document that are below the anchor are stored below the referenced container in the model.

To position an anchor in the document, select Innovator>Model>Define anchor. The Choose the container for the elements dialog appears. Select a container (e.g. Non-functional requirements) and confirm with OK.

Adding New Elements to a Model

To add new requirements and use cases to the requirements structure in Word (and in the model by means of synchronization), use the commandsInnovator>Add>After, ...>Before and ...>Below.

Working with Online Elements

You can drag requirements and use cases from the tool window's requirements table and drop it in the Word document. You can directly edit requirements and use cases that exist in the Word document and modify their templates.

Note

Please note that there need to be templates already defined in order to be able to insert new requirements and use cases or be able to use existing requirements and use cases.

Synchronizing Your Work with the Model

Synchronization is the process which saves changes you have made to requirements and use cases in the Word document to the Innovator model and, vice versa, updates the Word document with changes made in the model.

If you modify an online requirement in the Word document, you will notice that the requirements table in the tool window for this requirement has the status Modified in document. This shows you that you need to apply changes to requirements and use cases in the model. Use the Model>Synchronize command to start the synchronization process to apply these changes.