Getting Started With Office Automation Suite 5.1

How to install the Office Automation Suite 5.1:


How to use the Office Automation Suite:


This user guide covers Document Management in OAS, how to create document templates, Quick Connections, using Quick Reports and Grid Queries and User Defined Attributes.

Office Automation Suite ‘How to’ Videos:

Getting Started

Search for documents I

Search for documents II

Check in a Document MS Word MS Excel MS PowerPoint

Check in an email in MS Outlook

Fetch and open a template

Create a document template I

Create a document template II

Find more information

MS Outlook Folder Synchronization

What is Office Automation Suite:

White paper

Compatibility Matrix

Technical Info (OAS 5.1)

The Office Automation Suite is a proper add-in for Microsoft Office.  It comes as an MSI and is easily installed on a client computer. Communication with the IFS Application server is done through HTTP via the IFS Access Provider. A wide range of versions and variants of Office and Windows are supported.

User & Setup Guide

Compatibility matrix and OAS versions

Office Automation Suite is compatible with/requires the following operating systems, frameworks and applications listed in the table below.

Do you have questions or comments regarding the Office Automation Suite?

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Supports / RequiresVersion: 5.05.1
Windows Server 2012164 bit 
Windows Server 201664 bit 
Windows Server 201964 bit 
Windows 7364 bit 
Windows 8364 bit 
Windows 1064 bit 
Office 2010332/64 bit 
Office 2013332/64 bit 
Office 201632/64 bit 
Office 201932/64 bit 
Office 365 WebOnly Windows installations 
CitrixXenApp 6 
IFS Applications™ 7.x 2  
IFS Applications™ 8  
IFS Applications™ 9  
IFS Applications™ 10  
IFS Applications™ 10Aurena web client 4 


  • 1 Windows Server 2012 32/64 bit may work, but is not supported
  • 2 IFS Applications™ 7.5 is not supported, but may work
  • 3 Not supported, but may work
  • 4 It’s possible to use OAS.exe from Aurena, and links in OAS will open in Aurena

Note that OAS 5.1 replaces previous versions. We have added new features, bugfixes and extra support for Office 2016, Office 365 editions (Semi-annual channel), Windows 10 updates, OneDrive and FTP file systems (EDM).

Business professionals talking about ERP

We base our long-term partnerships on our Customer Engagement Model

A joint plan with clear objectives

We collaborate with our customers on their strategies linked to business processes. On that basis, we build a joint plan with clear objectives that a governance model follows up. A noteworthy circumstance for our cooperation is continuity, clarity of responsibility, and proximity- both physically and in the form of knowledge and experience.

A Designated Engagement Manager

The operational and tactical work is led by a designated Engagement Manager, a central contact person responsible for the customer. The Engagement Manager leads a dedicated customer team with experience and knowledge of the customer’s solution and a roadmap that we work with together with the customer.

Collaboration tools

Our cooperation structure includes tools for managing information, cases, responsibilities, and status. In our Customer portal, we can share Knowledge, Exclusive webinars, Tips & Tricks, Free assets & Trial offerings.

To summarize

Our Engagement Model is a modern partnership framework based on customer needs. It combines business profitability and innovation with the availability of highly skilled local resources in a cost-effective way.

Would you like to know more about the way we work? Contact us?


Ravema has been a customer of Addovation since 2016 and recently ordered an integration between IFS Applications and CheckProof’s mobile application.

Challenge: Ravema AB, one of Sweden’s leading partners for Nordic Engineering Industry, had a challenge integrating checklists generated by CheckProof mobile app against IFS Applications™.

Solution: They wanted an automated and simple solution for their users to reduce manual labour to a minimum, making it easier  to send check lists directly to IFS Applications.

Result: Addovation provided a user-friendly automated service fully integrated with IFS Applications™, automating the check list process, making the maintenance process easier. The service is available 24/7, and processes all check lists automatically with feedback to the end-user.

Solution deliveredAddovation Document Agent.

“The solution from Addovation was simple to understand, easy and flexible to use and provides a low threshold for our end-users.

Peter Rutensjö, Maintenance Manager at Ravema.

Read more about Our Solutions!

Business woman making video call and showing thumb up to laptop on the online briefing while sit on sofa at home.

4 tips for a remote ERP implementation

Written by Alan Laing. First published by IFS on November 3rd 2020.

During times of economic downturn, it’s more important than ever for companies to be agile and adapt to suit everchanging circumstances

Covid-19 has resulted in an increased focus on business resilience, with businesses looking for robust tools that flex in uncertain times, those that will inevitably help them be more efficient and grow as well as whether the current situation. With remote ERP implementation, companies can continue their digital transformation journey and ensure they are ready to thrive when the time comes.

Some companies feared that they would be unable to manage their IT projects without a physical presence on site. Yet, experience has demonstrated that this is not the case—even complex projects such as an ERP implementation can be carried out without an on-site presence.

Of course, an ERP implementation can’t be transferred to the virtual space without some necessary adjustments. But if companies pay attention to a few key points, they’ll be able to implement an ERP project according to plan without in-person meetings and on-site support. IFS, the global provider of enterprise applications, offers four tips for successful remote implementation.

1. A digital mindset

The digital transformation begins in the mind—not only to suit the “work-from-home” mentality, but to keep up with the constant shifts in technology we experience day to day. Employees with a digital mindset are not only open to new technologies, but they are agile and adapt quickly to new processes. They are also acutely aware of the fantastic opportunities digitization brings in both their work and personal life. For employees that adopt a digital mindset, the motto is “digital first”. They are therefore essential for remote implementation and companies should promote these employees across the organization and make targeted use of their knowledge, skills and willingness to engage.

2. The right collaboration tools

Suppliers and companies should jointly consider which technical tools are necessary at an early stage, so that all those involved can successfully implement the project at all stages. This includes suitable communication and collaboration tools to facilitate virtual meetings and training as well as for sharing necessary documents and content. Acting as a hub for both consultants and customers, these tools should be intuitively usable. If the correct technical framework is available at the outset of the project, stakeholders can concentrate fully on their tasks and ensure smooth delivery.

3. Align training to “online”

With the help of the right tools for virtual work, meetings, training and workshops can all be implemented remotely without any problems. To keep all participants productive in front of the screen, training slots should be kept short and concise and regular breaks should be scheduled. Organizers should also allow sufficient time for explanations on changing the platform and how to use new technology/systems effectively. To ensure a smooth online training process, a moderator can also provide support by guiding the participants through the training and assisting with organizational issues in real time.

4. Ensure close cooperation

In the absence of face-to-face meetings, continuous close consultation between all parties involved is crucially important. To coordinate the project and clarify any issues that might arise, effective communication is key. Even with an effective timeline and structure in place, it’s important to back this up with a trusted relationship built on regular, honest communication. Arranging regular video conferences—where project stakeholders may even get a glimpse into each other’s lives at home—can also create a more personal relationship.

With 1,400 remote consultants, IFS has already completed more than 400 projects without in-person meetings. Over the past few months, IFS experts have also successfully completed numerous implementations exclusively from the home office, such as for the Hine Group, a manufacturer of hydraulic systems, hydraulic components and cooling systems.

Do you have questions or comments?

We’d love to hear from you so please don’t hesitate to contact us!

Rol factory in Lithuania

ROL and long-term ERP partner Addovation successfully upgrade to the latest version of IFS Applications

ROL, one of the world’s top supplier of custom-made electric sit-stand table stands, teamed up with their long-term ERP partner Addovation to upgrade to IFS Applications™ 10.

ERP plays a vital part in ROL’s business strategy. To support and further strengthen the fully automated factory concept, an ERP enhancement program was initiated – starting with an upgrade of IFS Applications. At ROL, IFS Applications supports four production facilities in Lithuania, USA, China & Sweden, as well as handling the sales processes around the globe for 400 users.

The upgrade project started in September 2020 and went live February this year. Stefan Brengdahl, ERP Manager at ROL, is satisfied with the implementation.

“An upgrade project is a challenge in our highly automated and integrated factory/ supply chain setup where IFS Applications plays a central role. We had a very tight and committed project team from Addovation that helped us to analyse, recommend and prepare for required changes based on the new version.

The Project went live as planned on February 1st and we now feel that we have the right platform for our continued work to further expand the usage of IFS Applications in the organization.”

ROLs Industry 4.0 solution includes the Addovation’s Integration & Server component (AIS), the integration to the ABB Robots, the Toyota AGV fork lifts and the Unifaun TA-system.

Addovation Sales Director, Jens-Magnus Andersson says “We are very happy to be collaborating with ROL and support their digital transformation journey and Industry 4.0 program. The solution is a great example of how machine & ERP business software integrations can benefit manufacturers!”

ROL and Addovation have already started the next phase of the ERP enhancement program to strengthen the automated factory even further.

If you would like to know more about Addovation, our services and solutions – don’t hesitate to contact us!

Long term relationships & Transparency

A competent and transparent ERP partner is essential for success!

Mikael Johansson, Business Area Manager IFS at Addovation

By Mikael Johansson

Business Area Manager IFS, Addovation.

At Addovation we cherish the relationships we have with our customers. One of the keywords for building a solid relationship is transparency. By being open and transparent, and combining deep business system know-how with a listening attitude, we strengthen the relationships with our customers and achieve..

Competent ERP partners is something that is highly sought after in the Nordic market. At Addovation we believe that an ERP partner, as well as being competent, also needs to work as an extension of the customers’ own organization. Knowing the customers’ business processes and offer a local presence to support them, is just as important as knowing the ERP system itself.

Long term relationships & Transparency

At Addovation we cherish the relationships we have with our customers. One of the key words for building a solid relationship is transparency. I think that being open and transparent, and combining deep business system know-how with a listening attitude, will strengthen the relationship and ultimately lead to success for the customer and the partner.

The recent years, Addovation has worked with one of Sweden’s leading manufacturers of industrial buildings. After working together for several years, we as an ERP partner could easily identify their needs and offer them a solution that responded well with their demands. By being transparent with each other, we developed a solution that automated large parts of the customers production processes building a foundation for further growth. It is inspiring to see how a customer relationship can develop over time, and the benefits you can achieve by learning each other’s processes and working methods.

A Bridge into the future

I think of Addovation as a bridge into the future, where we with new technology and new concepts can help customers in their digitization process. With our own R&D department, we can develop concepts and solutions that quickly adds great value to our customers.

Would you like to know more about Addovation and how we work? Contact us!

Customer Care

Our experts have a long track record of helping customers increasing the ROI of their NetSuite solution.

We provide professional services such as project management, consulting, application management and support – online or onsite!

We work with our clients through the whole lifecycle of their NetSuite investment, from initial implementation to ongoing enhancements and lifetime support.

Regardless if you have a small NetSuite installation for one site, or if you are running NetSuite in a 24/7 mode with sites around the world, there will always be challenges around support, maintenance, and day-to-day operation. We deliver 1st, 2nd, or 3rd-line support and give you access to local support experts that can give you on-site support.

At Addovation we are passionate about adding value to our customers and we have a genuine commitment to our customers and their operations. We are dedicated to contributing to business process solutions by delivering expertise that leads to increased competitiveness. Long-term partnerships with our customers are therefore important to us.

Our Customer Care service can be adapted to your needs, and we will make sure that you get the full potential out of your NetSuite investment. Addovation is an Alliance Partner with NetSuite and we are here to help you.

Contact us

Magnus Axelsson

Business Area Manager, Oracle

IFS Applications

We provide a portfolio of services that maximize the value of your IFS solution.

From implementations and updates, to support ongoing value realization, Addovation and our eco-system of partners provide a wide range of services to give our customers control over their experience

Addovation consultant’s industry knowledge from more than 1 000 years of experience from working with IFS Applications ensuring we understand your business and provide the best value realization.

IFS Applications is a cloud-based ERP system build in modules and is available in +22 languages developed by IFS, one of the top ERP market leaders in the world.

IFS Application is used by approximately +1,000,000 users worldwide.

Industry proven:

IFS Manufacturing gives you closer control over your entire production process, across multiple manufacturing modes. From advanced make-to-order to simple make-to-stock and from discrete to process manufacturing, our solution lets you:

  • Minimize production costs and maximize material availability
  • Advance accuracy in forecasting, price estimating and scheduling
  • Put quality first at every stage of your production process
  • Manage sustainability over the entire product lifecycle
  • Boost revenue by offering services on top of your physical product

IFS Enterprise Service Management provides service organizations with complete end-to-end service management, reducing overall expenditure with multiple vendors and providing unrivaled efficiency and automation with a fully integrated solution that addresses all aspects of the service chain from backend to front end.

What is ERP

Essentially, an ERP is an application that automates business processes and provides insights and internal controls, drawing information from a central database that collects inputs from departments such as accounting, manufacturing, supply chain, sales, marketing, and human resources (HR)

Once the information is compiled in the central database, leaders will gain cross-departmental visibility that empowers them to analyze various scenarios, discover process improvements and generate significant efficiency gains. That translates to cost savings and better productivity as people spend less time digging for needed data.

Many of the world’s best-known and most successful companies have leaned on ERP for the last quarter-century. Now, this software can be configured and priced to meet the needs of all-size businesses. In simple terms, ERP systems help unify people, processes, and technology across an organization.