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Get Started with Word Automation Automating Word Tasks Practice: Modify Word Templates Word Automation with StudioX Learning Objectives At the end of the UiPath Word Automation Word automation services - Download as a PDF or view online for free. Word automation services - Download as a PDF or view online for free Download as PPTX, PDF

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Skip to main content This browser is no longer supported. Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. Article 10/20/2016 In this article -->Summary: Learn to use Word Automation Services to do server-side document conversions to and from a variety of document formats. By using the Open XML SDK, you can accomplish tasks that are difficult such as updating the table of contents or repaginating documents.Applies to: Business Connectivity Services | Office 2010 | Open XML | SharePoint Designer 2010 | SharePoint Foundation 2010 | SharePoint Online | SharePoint Server 2010 | Visual Studio | Word Autmomation ServicesProvided by: Eric White, Microsoft Corporation | Tristan Davis, Microsoft Corporation | Zeyad Rajabi, Microsoft CorporationContentsUsing Word Automation Services to Change Document FormatsOne Word Automation Services ScenarioHow Word Automation Services WorksBuilding a Word Automation Services applicationMonitoring Conversion StatusIdentifying Documents That Failed to ConvertDeleting Source Files after ConversionIntegrating with the Open XML SDKConclusionAdditional Resources Download codeUsing Word Automation Services to Change Document FormatsThere are some tasks that are difficult when using the Welcome to the Open XML SDK 2.0 for Microsoft Office, such as repagination, conversion to other document formats such as PDF, or updating of the table of contents, fields, and other dynamic content in documents. Word Automation Services is a new feature of SharePoint 2010 that can help in these scenarios. It is a shared service that provides unattended, server-side conversion of documents into other formats, and some other important pieces of functionality. It was designed from the outset to work on servers and can process many documents in a reliable and predictable manner.Using Word Automation Services, you can convert from Open XML WordprocessingML to other document formats. For example, you may want to convert many documents to the PDF format and spool them to a printer or send them by e-mail to your customers. Or, you can convert from other document formats (such as HTML or Word 97-2003 binary documents) to Open XML word-processing documents.In addition to the document conversion facilities, there are other important areas of functionality that Word Automation Services provides, such as updating field codes in documents, and converting altChunk content to paragraphs with the normal style applied. These tasks can be difficult to perform using the Open XML SDK 2.0. However, it is easy to use Word Automation Services to do them. In the past, you used Word Automation Services to perform tasks like these for client applications. However, this approach is problematic. The Word client is an application that is best suited for authoring documents interactively, and was not designed for high-volume processing on a server. When performing these tasks, perhaps Word will display a dialog box reporting an error, and if the Word client is being automated on a server, there is no user to respond to the dialog box, and the process can come to an untimely stop. The issues associated with automation of Word are documented in the Knowledge Base article Considerations for Server-side Automation

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It starts conversion processes at 15 minute intervals. If you are testing code that uses it, you can benefit from setting the interval to one minute. In addition, there are scenarios where you may want Word Automation Services to use as much resources as possible. Those scenarios may also benefit from setting the interval to one minute.To adjust the conversion process interval to one minuteStart SharePoint 2010 Central Administration.On the home page of SharePoint 2010 Central Administration, Click Manage Service Applications.In the Service Applications administration page, service applications are sorted alphabetically. Scroll to the bottom of the page, and then click Word Automation Services . If you are installing a server farm and have installed Word Automation Services manually, whatever you entered for the name of the service is what you see on this page.In the Word Automation Services administration page, configure the conversion throughput field to the desired frequency for starting conversion jobs.As a developer, you may also want to set the number of conversion processes, and to adjust the number of conversions per worker process. If you adjust the frequency with which conversion processes start without adjusting the other two values, and you attempt to convert many documents, you make the conversion process much less efficient. The best value for these numbers should take into consideration the power of your computer that is running SharePoint Server 2010.Scroll to the bottom of the page and then click OK.Building a Word Automation Services applicationBecause Word Automation Services is a service of SharePoint Server 2010, you can only use it in an application that runs directly on a SharePoint Server. You must build the application as a farm solution. You cannot use Word Automation Services from a sandboxed solution.A convenient way to use Word Automation Services is to write a web service that you can use from client applications.However, the easiest way to show how to write code that uses Word Automation Services is to build a console application. You must build and run the console application on the SharePoint Server, not on a client computer. The code to start and monitor conversion jobs is identical to the code that you would write for a Web Part, a workflow, or an event handler. Showing how to use Word Automation Services from a console application enables us to discuss the API without adding the complexities of a Web Part, an event handler, or a workflow.ImportantNote that the following sample applications call Sleep(Int32) so that the examples query for status every five seconds. This would not be the best approach when you write code that you intend to deploy on production servers. Instead, you want to write a workflow with delay activity.To build the applicationStart Microsoft Visual Studio 2010.On the File menu, point to New, and then click Project.In the New Project dialog box, in the Recent Template pane, expand Visual C#, and then click Windows.To the right side of the Recent Template pane, click Console Application.By default, Visual Studio creates a project. Get Started with Word Automation Automating Word Tasks Practice: Modify Word Templates Word Automation with StudioX Learning Objectives At the end of the UiPath Word Automation

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Of Office.One Word Automation Services ScenarioThis scenario describes how you can use Word Automation Services to automate processing documents on a server.An expert creates some Word template documents that follow specific conventions. She might use content controls to give structure to the template documents. This provides a good user experience and a reliable programmatic approach for determining the locations in the template document where data should be replaced in the document generation process. These template documents are typically stored in a SharePoint document library.A program runs on the server to merge the template documents together with data, generating a set of Open XML WordprocessingML (DOCX) documents. This program is best written by using the Welcome to the Open XML SDK 2.0 for Microsoft Office, which is designed specifically for generating documents on a server. These documents are placed in a SharePoint document library.After generating the set of documents, they might be automatically printed. Or, they might be sent by e-mail to a set of users, either as WordprocessingML documents, or perhaps as PDF, XPS, or MHTML documents after converting them from WordprocessingML to the desired format.As part of the conversion, you can instruct Word Automation Services to update fields, such as the table of contents.Using the Welcome to the Open XML SDK 2.0 for Microsoft Office together with Word Automation Services enables you to create rich, end-to-end solutions that perform well and do not require automation of the Word client application.One of the key advantages of Word Automation Services is that it can scale out to your needs. Unlike the Word client application, you can configure it to use multiple processors. Further, you can configure it to load balance across multiple servers if your needs require that.Another key advantage is that Word Automation Services has perfect fidelity with the Word client applications. Document layout, including pagination, is identical regardless of whether the document is processed on the server or client.Supported Source Document FormatsThe supported source document formats for documents are as follows.Open XML File Format documents (.docx, .docm, .dotx, .dotm)Word 97-2003 documents (.doc, .dot)Rich Text Format files (.rtf)Single File Web Pages (.mht, .mhtml)Word 2003 XML Documents (.xml)Word XML Document (.xml)Supported Destination Document FormatsThe supported destination document formats includes all of the supported source document formats, and the following.Portable Document Format (.pdf)Open XML Paper Specification (.xps)Other Capabilities of Word Automation ServicesIn addition to the ability to load and save documents in various formats, Word Automation Services includes other capabilities.You can cause Word Automation Services to update the table of contents, the table of authorities, and index fields. This is important when generating documents. After generating a document, if the document has a table of contents, it is an especially difficult task to determine document pagination so that the table of contents is updated correctly. Word Automation Services handles this for you easily.Open XML word-processing documents can contain various field types, which enables you to add dynamic content into a document. You can use Word Automation Services to cause all fields to

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Be recalculated. For example, you can include a field type that inserts the current date into a document. When fields are updated, the associated content is also updated, so that the document displays the current date at the location of the field.One of the powerful ways that you can use content controls is to bind them to XML elements in a custom XML part. See the article, Building Document Generation Systems from Templates with Word 2010 and Word 2007 for an explanation of bound content controls, and links to several resources to help you get started. You can replace the contents of bound content controls by replacing the XML in the custom XML part. You do not have to alter the main document part. The main document part contains cached values for all bound content controls, and if you replace the XML in the custom XML part, the cached values in the main document part are not updated. This is not a problem if you expect users to view these generated documents only by using the Word client. However, if you want to process the WordprocessingML markup more, you must update the cached values in the main document part. Word Automation Services can do this.Alternate format content (as represented by the altChunk element) is a great way to import HTML content into a WordprocessingML document. The article, Building Document Generation Systems from Templates with Word 2010 and Word 2007 discusses alternate format content, its uses, and provides links to help you get started. However, until you open and save a document that contains altChunk elements, the document contains HTML, and not ordinary WordprocessingML markup such as paragraphs, runs, and text elements. You can use Word Automation Services to import the HTML (or other forms of alternative content) and convert them to WordprocessingML markup that contains familiar WordprocessingML paragraphs that have styles.You can also convert to and from formats that were used by previous versions of Word. If you are building an enterprise-class application that is used by thousands of users, you may have some users who are using Word 2007 or Word 2003 to edit Open XML documents. You can convert Open XML documents so that they contain only the markup and features that are used by either Word 2007 or Word 2003.Limitations of Word Automation ServicesWord Automation Services does not include capabilities for printing documents. However, it is straightforward to convert WordprocessingML documents to PDF or XPS and spool them to a printer.A question that sometimes occurs is whether you can use Word Automation Services without purchasing and installing SharePoint Server 2010. Word Automation Services takes advantage of facilities of SharePoint 2010, and is a feature of it. You must purchase and install SharePoint Server 2010 to use it. Word Automation Services is in the standard edition and enterprise edition.How Word Automation Services WorksBy default, Word Automation Services is a service that installs and runs with a stand-alone SharePoint Server 2010 installation. If you are using SharePoint 2010 in. Get Started with Word Automation Automating Word Tasks Practice: Modify Word Templates Word Automation with StudioX Learning Objectives At the end of the UiPath Word Automation

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The Author"))) Dim aboutAuthorParagraph As Paragraph = New Paragraph( _ New Run( _ New Text("Eric White"))) firstParagraph.Parent.InsertBefore(newParagraph, firstParagraph) firstParagraph.Parent.InsertBefore(aboutAuthorParagraph, _ firstParagraph) End If End Using Console.WriteLine("Saving") Dim linkFileName As String = file.Item("LinkFilename") file.ParentFolder.Files.Add(linkFileName, memStr, True)End UsingConsole.WriteLine("Starting conversion job")Dim job As ConversionJob = New ConversionJob(wordAutomationServiceName)job.UserToken = spSite.UserTokenjob.Settings.UpdateFields = Truejob.Settings.OutputFormat = SaveFormat.Documentjob.AddFile(siteUrl + "/Shared%20Documents/Test.docx", _ siteUrl + "/Shared%20Documents/TestWithNewToc.docx")job.Start()Console.WriteLine("After starting conversion job")While True Thread.Sleep(5000) Console.WriteLine("Polling...") Dim status As ConversionJobStatus = New ConversionJobStatus( _ wordAutomationServiceName, job.JobId, Nothing) If status.Count = status.Succeeded + status.Failed Then Console.WriteLine("Completed, Successful: {0}, Failed: {1}", _ status.Succeeded, status.Failed) Exit While End IfEnd WhileAfter running this example with a document similar to the one used earlier in this section, a new document is produced, as shown in Figure 8.Figure 8. Document with updated table of contentsConclusionThe Open XML SDK 2.0 is a powerful tool for building server-side document generation and document processing systems. However, there are aspects of document manipulation that are difficult, such a document conversions, and updating of fields, table of contents, and more. Word Automation Services fills this gap with a high-performance solution that can scale out to your requirements. Using the Open XML SDK 2.0 in combination with Word Automation Services enables many scenarios that are difficult when using only the Open XML SDK 2.0.Additional Resources Download codeDeveloper Center: Open XML Formats Resource CenterBlog: Eric White's BlogBlog: Word 2010 BlogWelcome to the Open XML SDK 2.0 for Microsoft OfficeBuilding Document Generation Systems from Templates with Word 2010 and Word 2007Building Publishing Systems that Use Word 2010 or Word 2007 --> Additional resources In this article

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A server farm, you must explicitly enable Word Automation Services.To use it, you use its programming interface to start a conversion job. For each conversion job, you specify which files, folders, or document libraries you want the conversion job to process. Based on your configuration, when you start a conversion job, it begins a specified number of conversion processes on each server. You can specify the frequency with which it starts conversion jobs, and you can specify the number of conversions to start for each conversion process. In addition, you can specify the maximum percentage of memory that Word Automation Services can use.The configuration settings enable you to configure Word Automation Services so that it does not consume too many resources on SharePoint servers that are part of your important infrastructure. The settings that you must use are dictated by how you want to use the SharePoint Server. If it is only used for document conversions, you want to configure the settings so that the conversion service can consume most of your processor time. If you are using the conversion service for low priority background conversions, you want to configure accordingly.ImportantWe recommend that the number of worker processes be set to no more than one less than the number of processors on your server. If you have a four-processor server, set the number of worker processes to three at most.If you are running a server farm installation, the number of worker processes should be set to one less than the number of processors on the server that has the least number of processors in the server farm.We recommend that you configure the system for a maximum of 90 document conversions per worker process per minute.In addition to writing code that starts conversion processes, you can also write code to monitor the progress of conversions. This lets you inform users or post alert results when very large conversion jobs are completed.Word Automation Services lets you configure four additional aspects of conversions.You can limit the number of file formats that it supports.You can specify the number of documents converted by a conversion process before it is restarted. This is valuable because invalid documents can cause Word Automation Services to consume too much memory. All memory is reclaimed when the process is restarted.You can specify the number of times that Word Automation Services attempts to convert a document. By default, this is set to two so that if Word Automation Services fails in its attempts to convert a document, it attempts to convert it only one more time (in that conversion job).You can specify the length of elapsed time before conversion processes are monitored. This is valuable because Word Automation Services monitors conversions to make sure that conversions have not stalled.Configuring Word Automation ServicesUnless you have installed a server farm, by default, Word Automation Services is installed and started in SharePoint Server 2010. However, as a developer, you want to alter its configuration so that you have a better development experience. By default,