CDR Tickets

BZDATETIME::2011-10-05 18:38:07
BZCOMMENTOR::Volker Englisch
BZCOMMENT::1

I've created a Word macro for each of the board managers based on the individual preferences. The individual functions are now split into small pieces like

• Add default footer

• Add footer with text

• Add footer with special date format

• Add header

• Delete section
  and combined to match the individual's taste.

I will now have to show this to each board manager and adjust if necessary before installing this to everyone's computer.

BZDATETIME::2011-10-27 18:22:06
BZCOMMENTOR::Volker Englisch
BZCOMMENT::2

The macros for Diana and Robin H have been reviewed. Robin noticed a small problem with her macro but that has been fixed now.

BZDATETIME::2011-11-01 16:56:21
BZCOMMENTOR::Volker Englisch
BZCOMMENT::3

All macros have been reviewed. I will write up the install procedure and install these on the individual machines next.

BZDATETIME::2011-11-04 10:54:00
BZCOMMENTOR::Volker Englisch
BZCOMMENT::4

How to update the macros:

Once the Macros are finalized save them in your SVN directory:
In MS-Word
==========

• Click the 'Developer' tab

• Click the 'Macros' button

• Click 'Edit' (it doesn't matter which macro is highlighted)

• Select from the menu
  File --> Export File ...
  and save it in your SVN directory
  .../CDR/MSWord/Macros/CDRMacros.bas

• Copy this file to a thumb drive or mail it to somebody in OCCM because it
  needs to be copied to the OCCM Group drive to which the CTB users don't
  have access.

• Take the file and save it at
  L:\OCE_CROSS\CDR\WordMacros\CDRMacros.bas

• Go to the board managers system

• Open MS-Word and import this macro file (removing whatever macros was there
  previously)
  Developer tab --> Macros
  --> Edit
  --> File Menu
  --> Import

Now that the macro is on the system it needs to be assigned to the existing Header/Footer macro button.

• Right-click the Header/Footer button and select
  Customize Quick Access Toolbar

• Select the 'Customize' window

• Select the 'Macros' drop-down

• Double-click on the macro to install (i.e. Macro_RH)

• Highlight the macro name button on the right

• Click 'Modify...'

• Change the name to 'Run CDR Macros'

• Set the Icon to the German Flag looking icon

• Click OK

BZDATETIME::2011-11-04 11:50:33
BZCOMMENTOR::Volker Englisch
BZCOMMENT::5

The new macro has been installed on the systems for
Diana
Robin B
Robin H
Sharon

Victoria and Val are not in today.

BZDATETIME::2011-11-04 15:06:00
BZCOMMENTOR::Volker Englisch
BZCOMMENT::6

We had decided to remove the AltTitle from the QC reports altogether since nobody wanted to see those on the report.
The filter to remove that element has been copied to FRANCK and BACH:
CDR339576 - Module: InLine Markup Formatter - R10257

BZDATETIME::2011-11-09 18:19:52
BZCOMMENTOR::Volker Englisch
BZCOMMENT::7

Everybody has received their Word Macro now but I got a request for one Macro to be changed (which I have already done) and there was a problem with Sharon's macros, so I'll have to visit everybody one more time to install the updated macros.
CDRMacros.bas - R10259

BZDATETIME::2011-12-07 18:27:22
BZCOMMENTOR::Volker Englisch
BZCOMMENT::8

I did a little bit of digging and playing around and found that it is indeed possible to setup Word in such a way that the macros can be stored on the network and accessed by everybody. This would remove the need to walk around to install updates to macros if something changes.
I would, however, have to walk around to set this up for everybody.

Also, since loading macros from a network location is a potential security risk users will have to click an extra button in order to enable the macros.

Since the setup is a bit confusing I will need to write detailed instructions for this and test with one of the board managers.

BZDATETIME::2011-12-08 11:39:12
BZCOMMENTOR::Volker Englisch
BZCOMMENT::9

(In reply to comment #8)
> Also, since loading macros from a network location is a potential security
> risk users will have to click an extra button in order to enable the macros.

I found out that it is possible to setup Word such that the Macros will be enabled automatically. For this to work every user will have to point their Start-up location from the local drive to the network drive. Also, we would need to create a network share (a letter drive like K🙂 for that location in order to add this location as a "Trusted Network Location" within Word's Trust Center.

This approach works for me (and I believe it will work for the board managers) but not without a caveat: In order for the files from the Word startup location to be loaded Word must already be open when the users click on the 'Convert to Word' button in IE. If the conversion process first will have to open Word the macros will not be loaded.
If this is an acceptable drawback I'll go ahead and write up the instructions to make this work.

BZDATETIME::2011-12-08 17:15:10
BZCOMMENTOR::Volker Englisch
BZCOMMENT::10

I've submitted an IT ticket to find out if it's either possible for me to get access on the OCCM group drive or to restrict access for a folder within the _CROSS location. Both of these options would allow me to replace/update the Word template file without the need of help by a user with access to the OCCM drive.

BZDATETIME::2011-12-09 15:48:27
BZCOMMENTOR::Volker Englisch
BZCOMMENT::11

I created some documentation on how to setup the network template for our CDR Word Macros.

Attachment WordMacrosDoc.txt has been added with description: Instructions on Creating/Accessing a Word Template on the Network

BZDATETIME::2011-12-13 17:35:02
BZCOMMENTOR::Volker Englisch
BZCOMMENT::12

I was trying to setup the macros to be pulled from the network location
L:\OCE_CROSS\CDR\WordStartup
for Robin B. and this is working fine - in principle.
Once I had the macros loaded I wanted to assign an icon to be placed in the Quick Access Toolbar (QAT) for the BoardRosterPageBreak macro and the individual Summary macros. Unfortunately, because those macros aren't located in the standard location anymore - the normal.dot file - I'm unable to customize the QAT by assigning a button to a macro not coming from the normal.dot file. Instead, I will have to make this assignment directly within our network version of the macros file. This is not a problem for the BoardRosterPageBreak macro since everybody is going to use the same macro but for the summary macros this won't work at all.

I believe there is only one way out of this problem which is to abandon the 'click a button' idea for the conversion and instead 'press a key'. For strange reasons (only known to Microsoft?) I'm able to assign a keyboard shortcut to a macro loaded from an external macros file but I'm not able to assign a button to such a macro.

I am proposing to assign each individual macro to the CTRL-ALT-W key.

Besides this, more testing is needed.

BZDATETIME::2012-01-11 11:52:57
BZCOMMENTOR::Volker Englisch
BZCOMMENT::13

Was lange währt, wird endlich gut. (Good things come to those who wait.)

I started setting up the macros for Sharon when I found a possible solution to the "can't assign an icon" problem. Actually "found" is probably not the right word. "Stumbled upon" describes it a little better.

If I'm trying to create an icon for a macro that has been loaded from an "outside" document (outside meaning not part of the normal.dot) Word doesn't allow me to assign an icon to such a macro. In order to assign an icon the macro must be part of normal.dot.
Assuming we're using a macro called TheEndIsNear which is stored in the external document, we're going to create another macro with the identical name, store it in normal.dot and assign an icon to it. This macro can be anything (empty, bogus, whatever). When we're pressing the icon, Word will execute the macro Normal.Macros.TheEndIsNear.
Now I'm going to delete the bogus macro from the normal.dot template. When I'm now pressing the icon again, Word doesn't mind that the macro from the normal.dot file is now missing - it just starts running the macro from the external document with the identical name. Voila, there is our icon!

This looks to me like some kind of Microsoft bug but I'll use it anyway.

BZDATETIME::2012-01-11 18:11:42
BZCOMMENTOR::Volker Englisch
BZCOMMENT::14

I've setup Sharon's, Robin's, and Diana's computer today. Victoria and Val were busy and Robin H was out.

BZDATETIME::2012-01-20 17:48:34
BZCOMMENTOR::Volker Englisch
BZCOMMENT::15

Robin H and Victoria have been set up. Val is still missing.

BZDATETIME::2012-01-24 15:25:47
BZCOMMENTOR::Volker Englisch
BZCOMMENT::16

Attachment WordMacrosDoc.txt has been added with description: Instructions on Creating/Accessing a Word Template on the Network

BZDATETIME::2012-01-24 15:27:01
BZCOMMENTOR::Volker Englisch
BZCOMMENT::17

Valerie and Diana have been setup as well.
I believe everybody is using the new macros now that are stored on the network.

BZDATETIME::2012-01-26 12:21:50
BZCOMMENTOR::Robin Juthe
BZCOMMENT::18

(In reply to comment #17)
> Valerie and Diana have been setup as well.
> I believe everybody is using the new macros now that are stored on the network

Everything seems to be working well so far. Thanks Volker! Closing issue.

BZDATETIME::2012-11-13 11:28:15
BZCOMMENTOR::Robin Juthe
BZCOMMENT::19

Given how much our network drive has been remapped lately, we have decided to store the personalized MS Word macros on each of our local machines. I'm reopening this issue to record this decision and also track progress on reconfiguring the macro files on each of our computers. Volker has already completed this on some of our computers.

BZDATETIME::2012-11-14 13:43:17
BZCOMMENTOR::Volker Englisch
BZCOMMENT::20

I am leaving the directory
L:\OCE_CROSS\CDR\WordStartup
with its file
CDR_Macros.dotm
in place. This file contains all of the macro definition. For any future updates we will update this macro file on the network drive and then copy it to the local drive for each individual user.

This is what needs to be modified:
a) Create a new "standard" location for the macro file on the user's desktop.
I'm creating a directory
C:\CDR\WordStartup
b) Copy the file macro file from the network to the desktop
copy L:\OCE_CROSS\CDR\WordStartup\CDR_Macros.dotm C:\CDR\WordStartup
c) Change the standard location where Word will look for this file:
Open MS-Word --> Click the "Office Button" and select "Word Options"
--> Click "Advanced" on the left
--> Scroll to the bottom of the page and click
"File Locations..."
--> Highlight the line that states "Startup" on the left
--> Click "Modify..."
--> Navigate to the directory
C:\CDR\WordStartup
and highlight it.
--> Click "OK"
--> Click "OK" several times until the options window is
closed.
--> Restart MS-Word

BZDATETIME::2012-11-14 14:04:11
BZCOMMENTOR::Volker Englisch
BZCOMMENT::21

At this point I have changed the setup for
Robin B.
Sharon
Victoria
Diana

BZDATETIME::2013-01-11 16:10:10
BZCOMMENTOR::Volker Englisch
BZCOMMENT::22

I've also added the macros to Robin J. and Margaret's computer.

Val and Deb are still missing.

BZDATETIME::2013-01-17 12:58:10
BZCOMMENTOR::Robin Juthe
BZCOMMENT::23

Sorry, but we added that macro just in time for me to get a new computer... :-)

BZDATETIME::2013-01-22 15:47:30
BZCOMMENTOR::Robin Juthe
BZCOMMENT::24

Diana and I are each getting error messages when using the Word macros in Microsoft Word 2010. The macro seems to quit sometime in the middle of the macro.

BZDATETIME::2013-01-22 17:47:07
BZCOMMENTOR::Volker Englisch
BZCOMMENT::25

I realized that the Header/Footer part of the macros depends on the existence of a footer macro called 'CDR Footer'. Obviously, a new computer won't have this template. OCECDR-2591 describes how to add this template:

• Add the macro to the normal.dotm template
  Insert --> Quick Parts
  --> Building Block Organizer
  Select the Building Block 'Plain Number 2' for creating a page number at
  the bottom of the page
  --> Edit Properties
  Change the name to 'CDR Footer'
  Change Save in to 'normal.dotm'
  --> OK
  --> Close

After I created that template on Robin's new computer she was able to run the macro without an error.

BZDATETIME::2013-01-25 09:45:55
BZCOMMENTOR::Robin Juthe
BZCOMMENT::26

Thanks, Volker!

Diana just let me know that you discovered she is still having an issue - something about the macro icons not showing up on her computer. She said she can only run the macros from the developer tab. Just adding it to the issue to keep track of the problems we encounter AND how you're fixing each one of them!

BZDATETIME::2013-02-05 17:11:05
BZCOMMENTOR::Robin Juthe
BZCOMMENT::27

It looks like my summary macro is still skipping a couple of steps - it isn’t removing the “Genetics-Health Professional” line and it isn’t removing the underlining from the TOC.

BZDATETIME::2013-02-06 12:01:52
BZCOMMENTOR::Volker Englisch
BZCOMMENT::28

(In reply to comment #27)
> It looks like my summary macro is still skipping a couple of steps - it isn’t
> removing the “Genetics-Health Professional” line and it isn’t removing the
> underlining from the TOC.

These two functions are performed by two sub-macros:

• DeleteTypeAudience

• RemoveTOCHyperlinks

It's possible that the underlines not being removed is a result of the first macro not running properly. I will have to work on Robin's machine (or a machine with the same version of MS-Office) to find out what's going on.

BZDATETIME::2013-03-15 19:56:04
BZCOMMENTOR::Volker Englisch
BZCOMMENT::29

Sharon reported her macro to be acting up. It reports an error, offers to recover and then opens a blank page - not very useful.

I have the feeling that the macros we created aren't compatible with the new version of Office.

BZDATETIME::2013-03-17 23:32:52
BZCOMMENTOR::Robin Juthe
BZCOMMENT::30

(In reply to comment #29)
> Sharon reported her macro to be acting up. It reports an error, offers to
> recover and then opens a blank page - not very useful.
> I have the feeling that the macros we created aren't compatible with the new
> version of Office.

My macros are working well on my new computer (aside from the TOC underlining, but that's a small thing). I'm not getting any error messages or experiencing any problems otherwise. Maybe it's something specific to Sharon's macro causing hers to act up?

BZDATETIME::2013-03-20 15:37:30
BZCOMMENTOR::Volker Englisch
BZCOMMENT::31

I created a new macro for Deb and installed it on her computer. However, I was unable to attach the macro to an icon on her Word task bar. (I believe the same problem exists for Diana's computer.)

I was wondering if board managers are now using Word on the bastion host or on their workstation/laptop. At the moment there aren't any Word macros available on the bastion host, isn't that right?

Robin, when you add the new issue to create a TOC with page numbers as part of the macros you may want to look through the comments of this issue starting on Jan 22, 2013. There are a few reports of specific actions not working properly for some of the board managers and we want to include those issues that are still relevant and would need to get fixed.

Setting status to Fixed.

Diana needs help with her macros. I'll put in a separate issue. The Board managers appear to be doing fine with their macros (no complaints). I'm closing this issue.