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  1. Important: Save any open files and close all Office apps (e.g. Word, Excel, Outlook, etc.).
  2. If you have old versions of Oracle BI Publisher Desktop or Oracle XML Template Builder installed, you will need to remove that first. Do this through Control Panel > Programs and Features. Look for Oracle BI Publisher Desktop or Oracle XML Template Builder and uninstall it.
  3. Check your Microsoft Word version to see if it's 32 or 64-bit.

    Expand
    titleClick here to see how to find your Word bit version...
    Tip

    In Word, Click File > Account > About Word:
           

  4. Visit www.albany.edu/ias, complete 2-Step with Duo, and navigate to Main Menu > Reporting Tools > BI Publisher > Setup > Design Helper:
  5. Choose the appropriate version that matches your version of Word (32 or 64-bit) and click Download now.  
  6. The downloaded file will be called bip_desktop_64.zip or bip_desktop_32.zip, depending on which bit version you downloaded.  It may take a few minutes for the file to download.  Once completed downloading, double click that file.
  7. Double click the exe in the zip (called BIPublisherDesktop64.exe or BIPublisherDesktop32.exe)and follow the instructions to install.

    Note

    This will install the plugin for Microsoft Word and Excel, plus a demo template and tutorial on how to use the template builder. There are also demos installed under Start > Programs > Oracle BI Publisher Desktop.

  8. If prompted to Allow this app from an unknown publisher to make changes to your device, click Yes:
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  9. After installing the plugins, Word will launch and display a tutorial for Template Builder:
  10. If BI Publisher does not appear in the Word or Excel ribbon, you can fix this by clicking Start in Windows and scrolling down your programs list to Oracle BI Publisher Desktop, expanding that and then clicking on Enable or Disable Template Builder:

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