For PeopleSoft XML reports, we usually add the BI Publisher plug-in to MS Word, load the XML files, create RTF templates and the list goes on.
When you download and install the BI Publisher from PeopleSoft (Design Helper), at first load of Microsoft Word 2016, the BI Publisher tab should appear in the ribbon. If it doesn’t, it means either the add-in is restricted, disabled or does not work. Office 2016 isn’t certified yet to be used with Oracle BI Publisher, but there’s a workaround. Provided below are multiple steps that you can follow to get this issue resolved and have the BI Publisher tab appear permanently in Microsoft Word 2016.
For reference purposes, here are the details of my environment:
Windows 10 Home 64-bit
Microsoft Office 2016 32-bit
PeopleSoft HCM 9.2
Step 1 : To find out which version of Office 2016 you have installed, open up an instance of Word 2016, File > Account > About Word
Step 2 : Download and install BI Publisher from Design Helper
Navigation : Main Menu > Reporting Tools > BI Publisher > Setup > Design Helper
Choose the setup file appropriate to your version of Microsoft Word 2016 (either 32/64-bit) and download the same
Step 3 : Before starting with the installation, ensure all instances of Microsoft Word have been closed. If you’re on a remote desktop, ensure that all instances of Word have been closed by all users who have logged on to the server.
Step 4 : Once the installation is complete, search for Enable or Disable Template Builder from the installed programs list in Windows
Step 5 : Click on Enable or Disable Template Builder
Step 6 : Click OK
Click on Button 1
And you’re done!
Open up an instance of Word 2016 and see if the BI Publisher tab appears in the ribbon. Ensure the BI Publisher tab does not disappear by opening Word 2016 couple of times.
If it doesn’t appear at all or disappears if you open Word 2016 after a while, try the following:
Step 7 : Go to File > Options > Trust Center
Step 8 : Click on Trust Center settings
Step 9 : Ensure that the settings are the same as in the screenshot provided below:
Step 10 : Click on ActiveX settings and ensure that the settings are the same as in the screenshot provided below:
Step 1 1: Click on Add-ins and ensure that the settings are the same as in the screenshot provided below:
Step 12: Click on OK and then select Add-ins from the Word Options dialog
Step 13 : Check if BI Publisher Template Builder for Word is listed under Inactive Application Add-ins
Step 14 : Select it and at the bottom of the dialog, select COM Add-ins and click on the Go button
Step 15 : In the COM Add-ins dialog that appears, select the BI Publisher Template Builder for Word checkbox and ensure that the Load Behavior is Load at Startup and not Unloaded.
Click on OK to close the dialog. Close the Word 2016 instance and open a new instance. The BI Publisher tab should appear in the ribbon.
If it still doesn’t appear in the ribbon, repeat Step 15 again. Ensure that the Load Behavior is not Unloaded. If the Load Behavior has been reset or if the checkbox has been cleared, please follow the steps provided below.
Step 16 : Ensure that you have Administrator permissions to your system.
Step 17 : Open the run prompt – Windows + R and type regedit
Step 18 : Look at the following two registry entries:
Step 19 : Look for the DWORD value named LoadBehavior
Step 20 : Double click on LoadBehavior and set its value to 3 for both Registry paths provided above
Step 21 : Click on OK and exit the Registry Editor. Open the Registry again and ensure that the value has not been overwritten.
Go to step 15 again and ensure that the COM add-in is checked. Close and restart the Word 2016 instance again and see if the BI Publisher tab appears in the ribbon. The BI Publisher add-in will now appear in the Active add-ins list.
Hopefully all these steps should resolve this issue.
Please add any questions that you may have in the comments section.
Hope this helps! 🙂