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Changes to a Template



 
 
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  #1  
Old April 18th, 2005, 05:44 PM
Stuart
external usenet poster
 
Posts: n/a
Default Changes to a Template

I have a template with just 2 Sections. The 1st section
is protected (and contains fields accessible to the user), the 2nd is not
protected.

When a user opens the template, they are actually opening a copy of the
template (as is true for a standard
document). If the user makes changes to the copy and saves it with a
different name, then the template is preserved unchanged. If however they
make changes but save it with the original template's name, then the
template will be overwritten.......I believe this to be correct?

Can I stop this without using code, please? (I wish to avoid the macro
warning/Certificates issue, if possible).

If not, then I'm going to have to use code...perhaps a test for the 'Save
name' in the Document_BeforeClose Event
(if that event exists in the Word Object model).

Regards.


  #2  
Old April 18th, 2005, 06:35 PM
Jay Freedman
external usenet poster
 
Posts: n/a
Default

Stuart wrote:
I have a template with just 2 Sections. The 1st section
is protected (and contains fields accessible to the user), the 2nd is
not protected.

When a user opens the template, they are actually opening a copy of
the template (as is true for a standard
document). If the user makes changes to the copy and saves it with a
different name, then the template is preserved unchanged. If however
they make changes but save it with the original template's name, then
the template will be overwritten.......I believe this to be correct?

Can I stop this without using code, please? (I wish to avoid the macro
warning/Certificates issue, if possible).

If not, then I'm going to have to use code...perhaps a test for the
'Save name' in the Document_BeforeClose Event
(if that event exists in the Word Object model).

Regards.


Hi Stuart,

Users are *not* supposed to "open" the template. They're supposed to place
the template file in their Templates folder and use File New to create new
documents *based* on the template. That avoids the whole messy situation, as
the template is never altered (except in a few situations that are best
avoided, such as having "Add to template" checked in the Modify Style
dialog).

The best course is one of education -- if a user opens and alters the
template, beat him or her about the head and shoulders with stinging
nettles. :-)

If you can't change that behavior, the next choice is to set the template
file as read-only or place it in a folder to which ordinary users are given
read access but not write access.

If you need to use macro code, make sure the users all go to Tools Macro
Security, click the Trusted Publishers tab, and check the box for "Trust all
installed add-ins and templates". When you put the template containing code
into the Templates folder (which is a trusted location), there won't be any
warning or any requirement for a certificate. The macro can check whether
ActiveDocument.Type is wdTypeTemplate and, if so, display a warning and
close the template. See
http://groups-beta.google.com/group/...ea8b70f3a22342
for a sample macro.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org


  #3  
Old April 18th, 2005, 07:51 PM
Stuart
external usenet poster
 
Posts: n/a
Default

Many thanks for the suggestions.
Some of these users are of the 'wilfull' variety ....as soon as you say
"Don't do this" they seem to shrug off their apparent apathy, and become
extremely interested in what you're saying g, like some users everywhere I
guess. They're already exploring the Macros option from the menubar, but
hopefully the VBE is scaring them off!
If one of them gets hold of a pw cracker......

I'm using Office2003 SBE over a Lan network, so I think I'll follow the VBA
route (as long as I can resolve those previously mentioned issues) to best
suit the following needs:
1. to more easily distribute and update via a Lan server
2. with Admin rights, I could place the template in a
hidden folder on the server (to better stop messing with the
template via Windows Explorer).
3. place a button on the Word menubar (making it the only way to
open the template?).
Do you approve of this approach? I have further 'master' documents to
similarly deploy.
Further, despite researching, I do not yet understand the differences
between a template, and Word's version of an addin (eg in Excel, I would
simply distribute this as an addin, having set the appropriate protection,
hidden sheets requirement, etc).

Regards and thanks.

"Jay Freedman" wrote in message
...
Stuart wrote:
I have a template with just 2 Sections. The 1st section
is protected (and contains fields accessible to the user), the 2nd is
not protected.

When a user opens the template, they are actually opening a copy of
the template (as is true for a standard
document). If the user makes changes to the copy and saves it with a
different name, then the template is preserved unchanged. If however
they make changes but save it with the original template's name, then
the template will be overwritten.......I believe this to be correct?

Can I stop this without using code, please? (I wish to avoid the macro
warning/Certificates issue, if possible).

If not, then I'm going to have to use code...perhaps a test for the
'Save name' in the Document_BeforeClose Event
(if that event exists in the Word Object model).

Regards.


Hi Stuart,

Users are *not* supposed to "open" the template. They're supposed to place
the template file in their Templates folder and use File New to create
new
documents *based* on the template. That avoids the whole messy situation,
as
the template is never altered (except in a few situations that are best
avoided, such as having "Add to template" checked in the Modify Style
dialog).

The best course is one of education -- if a user opens and alters the
template, beat him or her about the head and shoulders with stinging
nettles. :-)

If you can't change that behavior, the next choice is to set the template
file as read-only or place it in a folder to which ordinary users are
given
read access but not write access.

If you need to use macro code, make sure the users all go to Tools Macro

Security, click the Trusted Publishers tab, and check the box for "Trust
all
installed add-ins and templates". When you put the template containing
code
into the Templates folder (which is a trusted location), there won't be
any
warning or any requirement for a certificate. The macro can check whether
ActiveDocument.Type is wdTypeTemplate and, if so, display a warning and
close the template. See
http://groups-beta.google.com/group/...ea8b70f3a22342
for a sample macro.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org




  #4  
Old April 18th, 2005, 08:14 PM
Jay Freedman
external usenet poster
 
Posts: n/a
Default

In Word, both templates and add-ins are *.dot files. The difference is
primarily where they're stored (in the User Templates or Workgroup Templates
location for templates; in the Startup location for add-ins) and what
contents they make available to documents. The article at
http://word.mvps.org/FAQs/Customizat...latesStore.htm gives the
specifics.

The LAN scheme should work for most purposes, but it may give you occasional
problems. The main one is that if any user on the LAN has the template open,
you won't be able to replace the template. You'd have to do any
fixes/upgrades to the template when no one else is using Word. The other
problem appears if you have any users with laptops, who may need access to
the template when they aren't connected to the LAN.

One solution that has been suggested is a login script that pushes a local
copy of the template to each user's PC whenever they log into the server.
Don't ask me how to do that, though. :-)

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org

Stuart wrote:
Many thanks for the suggestions.
Some of these users are of the 'wilfull' variety ....as soon as you
say "Don't do this" they seem to shrug off their apparent apathy, and
become extremely interested in what you're saying g, like some
users everywhere I guess. They're already exploring the Macros option
from the menubar, but hopefully the VBE is scaring them off!
If one of them gets hold of a pw cracker......

I'm using Office2003 SBE over a Lan network, so I think I'll follow
the VBA route (as long as I can resolve those previously mentioned
issues) to best suit the following needs:
1. to more easily distribute and update via a Lan server
2. with Admin rights, I could place the template in a
hidden folder on the server (to better stop messing
with the template via Windows Explorer).
3. place a button on the Word menubar (making it the only
way to open the template?).
Do you approve of this approach? I have further 'master' documents to
similarly deploy.
Further, despite researching, I do not yet understand the differences
between a template, and Word's version of an addin (eg in Excel, I
would simply distribute this as an addin, having set the appropriate
protection, hidden sheets requirement, etc).

Regards and thanks.

"Jay Freedman" wrote in message
...
Stuart wrote:
I have a template with just 2 Sections. The 1st section
is protected (and contains fields accessible to the user), the 2nd
is not protected.

When a user opens the template, they are actually opening a copy of
the template (as is true for a standard
document). If the user makes changes to the copy and saves it with a
different name, then the template is preserved unchanged. If however
they make changes but save it with the original template's name,
then the template will be overwritten.......I believe this to be
correct?

Can I stop this without using code, please? (I wish to avoid the
macro warning/Certificates issue, if possible).

If not, then I'm going to have to use code...perhaps a test for the
'Save name' in the Document_BeforeClose Event
(if that event exists in the Word Object model).

Regards.


Hi Stuart,

Users are *not* supposed to "open" the template. They're supposed to
place the template file in their Templates folder and use File New
to create new
documents *based* on the template. That avoids the whole messy
situation, as
the template is never altered (except in a few situations that are
best avoided, such as having "Add to template" checked in the Modify
Style dialog).

The best course is one of education -- if a user opens and alters the
template, beat him or her about the head and shoulders with stinging
nettles. :-)

If you can't change that behavior, the next choice is to set the
template file as read-only or place it in a folder to which ordinary
users are given
read access but not write access.

If you need to use macro code, make sure the users all go to Tools
Macro
Security, click the Trusted Publishers tab, and check the box for
"Trust all
installed add-ins and templates". When you put the template
containing code
into the Templates folder (which is a trusted location), there won't
be any
warning or any requirement for a certificate. The macro can check
whether ActiveDocument.Type is wdTypeTemplate and, if so, display a
warning and close the template. See

http://groups-beta.google.com/group/...ea8b70f3a22342
for a sample macro.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org



  #5  
Old April 18th, 2005, 08:35 PM
Charles Kenyon
external usenet poster
 
Posts: n/a
Default

Login copy can be done through the DOS XCOPY command in a batch file in the
start menu's startup folder.
--
Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

"Jay Freedman" wrote in message
...
In Word, both templates and add-ins are *.dot files. The difference is
primarily where they're stored (in the User Templates or Workgroup
Templates
location for templates; in the Startup location for add-ins) and what
contents they make available to documents. The article at
http://word.mvps.org/FAQs/Customizat...latesStore.htm gives the
specifics.

The LAN scheme should work for most purposes, but it may give you
occasional
problems. The main one is that if any user on the LAN has the template
open,
you won't be able to replace the template. You'd have to do any
fixes/upgrades to the template when no one else is using Word. The other
problem appears if you have any users with laptops, who may need access to
the template when they aren't connected to the LAN.

One solution that has been suggested is a login script that pushes a local
copy of the template to each user's PC whenever they log into the server.
Don't ask me how to do that, though. :-)

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org

Stuart wrote:
Many thanks for the suggestions.
Some of these users are of the 'wilfull' variety ....as soon as you
say "Don't do this" they seem to shrug off their apparent apathy, and
become extremely interested in what you're saying g, like some
users everywhere I guess. They're already exploring the Macros option
from the menubar, but hopefully the VBE is scaring them off!
If one of them gets hold of a pw cracker......

I'm using Office2003 SBE over a Lan network, so I think I'll follow
the VBA route (as long as I can resolve those previously mentioned
issues) to best suit the following needs:
1. to more easily distribute and update via a Lan server
2. with Admin rights, I could place the template in a
hidden folder on the server (to better stop messing
with the template via Windows Explorer).
3. place a button on the Word menubar (making it the only
way to open the template?).
Do you approve of this approach? I have further 'master' documents to
similarly deploy.
Further, despite researching, I do not yet understand the differences
between a template, and Word's version of an addin (eg in Excel, I
would simply distribute this as an addin, having set the appropriate
protection, hidden sheets requirement, etc).

Regards and thanks.

"Jay Freedman" wrote in message
...
Stuart wrote:
I have a template with just 2 Sections. The 1st section
is protected (and contains fields accessible to the user), the 2nd
is not protected.

When a user opens the template, they are actually opening a copy of
the template (as is true for a standard
document). If the user makes changes to the copy and saves it with a
different name, then the template is preserved unchanged. If however
they make changes but save it with the original template's name,
then the template will be overwritten.......I believe this to be
correct?

Can I stop this without using code, please? (I wish to avoid the
macro warning/Certificates issue, if possible).

If not, then I'm going to have to use code...perhaps a test for the
'Save name' in the Document_BeforeClose Event
(if that event exists in the Word Object model).

Regards.

Hi Stuart,

Users are *not* supposed to "open" the template. They're supposed to
place the template file in their Templates folder and use File New
to create new
documents *based* on the template. That avoids the whole messy
situation, as
the template is never altered (except in a few situations that are
best avoided, such as having "Add to template" checked in the Modify
Style dialog).

The best course is one of education -- if a user opens and alters the
template, beat him or her about the head and shoulders with stinging
nettles. :-)

If you can't change that behavior, the next choice is to set the
template file as read-only or place it in a folder to which ordinary
users are given
read access but not write access.

If you need to use macro code, make sure the users all go to Tools
Macro
Security, click the Trusted Publishers tab, and check the box for
"Trust all
installed add-ins and templates". When you put the template
containing code
into the Templates folder (which is a trusted location), there won't
be any
warning or any requirement for a certificate. The macro can check
whether ActiveDocument.Type is wdTypeTemplate and, if so, display a
warning and close the template. See

http://groups-beta.google.com/group/...ea8b70f3a22342
for a sample macro.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org





  #6  
Old April 18th, 2005, 08:35 PM
Charles Kenyon
external usenet poster
 
Posts: n/a
Default

For more on the different kinds of templates, tabs on the file new dialog,
and locations of templates folders see
http://addbalance.com/usersguide/templates.htm.
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

"Stuart" wrote in message
...
Many thanks for the suggestions.
Some of these users are of the 'wilfull' variety ....as soon as you say
"Don't do this" they seem to shrug off their apparent apathy, and become
extremely interested in what you're saying g, like some users everywhere
I guess. They're already exploring the Macros option from the menubar, but
hopefully the VBE is scaring them off!
If one of them gets hold of a pw cracker......

I'm using Office2003 SBE over a Lan network, so I think I'll follow the
VBA route (as long as I can resolve those previously mentioned issues) to
best suit the following needs:
1. to more easily distribute and update via a Lan server
2. with Admin rights, I could place the template in a
hidden folder on the server (to better stop messing with
the template via Windows Explorer).
3. place a button on the Word menubar (making it the only way
to open the template?).
Do you approve of this approach? I have further 'master' documents to
similarly deploy.
Further, despite researching, I do not yet understand the differences
between a template, and Word's version of an addin (eg in Excel, I would
simply distribute this as an addin, having set the appropriate protection,
hidden sheets requirement, etc).

Regards and thanks.

"Jay Freedman" wrote in message
...
Stuart wrote:
I have a template with just 2 Sections. The 1st section
is protected (and contains fields accessible to the user), the 2nd is
not protected.

When a user opens the template, they are actually opening a copy of
the template (as is true for a standard
document). If the user makes changes to the copy and saves it with a
different name, then the template is preserved unchanged. If however
they make changes but save it with the original template's name, then
the template will be overwritten.......I believe this to be correct?

Can I stop this without using code, please? (I wish to avoid the macro
warning/Certificates issue, if possible).

If not, then I'm going to have to use code...perhaps a test for the
'Save name' in the Document_BeforeClose Event
(if that event exists in the Word Object model).

Regards.


Hi Stuart,

Users are *not* supposed to "open" the template. They're supposed to
place
the template file in their Templates folder and use File New to create
new
documents *based* on the template. That avoids the whole messy situation,
as
the template is never altered (except in a few situations that are best
avoided, such as having "Add to template" checked in the Modify Style
dialog).

The best course is one of education -- if a user opens and alters the
template, beat him or her about the head and shoulders with stinging
nettles. :-)

If you can't change that behavior, the next choice is to set the template
file as read-only or place it in a folder to which ordinary users are
given
read access but not write access.

If you need to use macro code, make sure the users all go to Tools
Macro
Security, click the Trusted Publishers tab, and check the box for "Trust
all
installed add-ins and templates". When you put the template containing
code
into the Templates folder (which is a trusted location), there won't be
any
warning or any requirement for a certificate. The macro can check whether
ActiveDocument.Type is wdTypeTemplate and, if so, display a warning and
close the template. See
http://groups-beta.google.com/group/...ea8b70f3a22342
for a sample macro.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org






  #7  
Old April 18th, 2005, 09:27 PM
Stuart
external usenet poster
 
Posts: n/a
Default

Many thanks again,

An update when all users offline would be via a suitably timed batch file, I
think.
The laptop user does exist (very good point .......hadn't got that far yet;
but even if not, as ever the planning is everything). Initial thought is an
On Open check for a file with a newer date stamp, or something similar.

If I go the VBA route then I'll post in the appropriate group from now on,
else

very many thanks.
Regards.

"Jay Freedman" wrote in message
...
In Word, both templates and add-ins are *.dot files. The difference is
primarily where they're stored (in the User Templates or Workgroup
Templates
location for templates; in the Startup location for add-ins) and what
contents they make available to documents. The article at
http://word.mvps.org/FAQs/Customizat...latesStore.htm gives the
specifics.

The LAN scheme should work for most purposes, but it may give you
occasional
problems. The main one is that if any user on the LAN has the template
open,
you won't be able to replace the template. You'd have to do any
fixes/upgrades to the template when no one else is using Word. The other
problem appears if you have any users with laptops, who may need access to
the template when they aren't connected to the LAN.

One solution that has been suggested is a login script that pushes a local
copy of the template to each user's PC whenever they log into the server.
Don't ask me how to do that, though. :-)

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org

Stuart wrote:
Many thanks for the suggestions.
Some of these users are of the 'wilfull' variety ....as soon as you
say "Don't do this" they seem to shrug off their apparent apathy, and
become extremely interested in what you're saying g, like some
users everywhere I guess. They're already exploring the Macros option
from the menubar, but hopefully the VBE is scaring them off!
If one of them gets hold of a pw cracker......

I'm using Office2003 SBE over a Lan network, so I think I'll follow
the VBA route (as long as I can resolve those previously mentioned
issues) to best suit the following needs:
1. to more easily distribute and update via a Lan server
2. with Admin rights, I could place the template in a
hidden folder on the server (to better stop messing
with the template via Windows Explorer).
3. place a button on the Word menubar (making it the only
way to open the template?).
Do you approve of this approach? I have further 'master' documents to
similarly deploy.
Further, despite researching, I do not yet understand the differences
between a template, and Word's version of an addin (eg in Excel, I
would simply distribute this as an addin, having set the appropriate
protection, hidden sheets requirement, etc).

Regards and thanks.

"Jay Freedman" wrote in message
...
Stuart wrote:
I have a template with just 2 Sections. The 1st section
is protected (and contains fields accessible to the user), the 2nd
is not protected.

When a user opens the template, they are actually opening a copy of
the template (as is true for a standard
document). If the user makes changes to the copy and saves it with a
different name, then the template is preserved unchanged. If however
they make changes but save it with the original template's name,
then the template will be overwritten.......I believe this to be
correct?

Can I stop this without using code, please? (I wish to avoid the
macro warning/Certificates issue, if possible).

If not, then I'm going to have to use code...perhaps a test for the
'Save name' in the Document_BeforeClose Event
(if that event exists in the Word Object model).

Regards.

Hi Stuart,

Users are *not* supposed to "open" the template. They're supposed to
place the template file in their Templates folder and use File New
to create new
documents *based* on the template. That avoids the whole messy
situation, as
the template is never altered (except in a few situations that are
best avoided, such as having "Add to template" checked in the Modify
Style dialog).

The best course is one of education -- if a user opens and alters the
template, beat him or her about the head and shoulders with stinging
nettles. :-)

If you can't change that behavior, the next choice is to set the
template file as read-only or place it in a folder to which ordinary
users are given
read access but not write access.

If you need to use macro code, make sure the users all go to Tools
Macro
Security, click the Trusted Publishers tab, and check the box for
"Trust all
installed add-ins and templates". When you put the template
containing code
into the Templates folder (which is a trusted location), there won't
be any
warning or any requirement for a certificate. The macro can check
whether ActiveDocument.Type is wdTypeTemplate and, if so, display a
warning and close the template. See

http://groups-beta.google.com/group/...ea8b70f3a22342
for a sample macro.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org





  #8  
Old April 18th, 2005, 09:38 PM
Stuart
external usenet poster
 
Posts: n/a
Default

Hadn't read before replying to Jay. looks very useful.
Many thanks.

Regards.

"Charles Kenyon" wrote in
message ...
Login copy can be done through the DOS XCOPY command in a batch file in
the start menu's startup folder.
--
Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

"Jay Freedman" wrote in message
...
In Word, both templates and add-ins are *.dot files. The difference is
primarily where they're stored (in the User Templates or Workgroup
Templates
location for templates; in the Startup location for add-ins) and what
contents they make available to documents. The article at
http://word.mvps.org/FAQs/Customizat...latesStore.htm gives the
specifics.

The LAN scheme should work for most purposes, but it may give you
occasional
problems. The main one is that if any user on the LAN has the template
open,
you won't be able to replace the template. You'd have to do any
fixes/upgrades to the template when no one else is using Word. The other
problem appears if you have any users with laptops, who may need access
to
the template when they aren't connected to the LAN.

One solution that has been suggested is a login script that pushes a
local
copy of the template to each user's PC whenever they log into the server.
Don't ask me how to do that, though. :-)

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org

Stuart wrote:
Many thanks for the suggestions.
Some of these users are of the 'wilfull' variety ....as soon as you
say "Don't do this" they seem to shrug off their apparent apathy, and
become extremely interested in what you're saying g, like some
users everywhere I guess. They're already exploring the Macros option
from the menubar, but hopefully the VBE is scaring them off!
If one of them gets hold of a pw cracker......

I'm using Office2003 SBE over a Lan network, so I think I'll follow
the VBA route (as long as I can resolve those previously mentioned
issues) to best suit the following needs:
1. to more easily distribute and update via a Lan server
2. with Admin rights, I could place the template in a
hidden folder on the server (to better stop messing
with the template via Windows Explorer).
3. place a button on the Word menubar (making it the only
way to open the template?).
Do you approve of this approach? I have further 'master' documents to
similarly deploy.
Further, despite researching, I do not yet understand the differences
between a template, and Word's version of an addin (eg in Excel, I
would simply distribute this as an addin, having set the appropriate
protection, hidden sheets requirement, etc).

Regards and thanks.

"Jay Freedman" wrote in message
...
Stuart wrote:
I have a template with just 2 Sections. The 1st section
is protected (and contains fields accessible to the user), the 2nd
is not protected.

When a user opens the template, they are actually opening a copy of
the template (as is true for a standard
document). If the user makes changes to the copy and saves it with a
different name, then the template is preserved unchanged. If however
they make changes but save it with the original template's name,
then the template will be overwritten.......I believe this to be
correct?

Can I stop this without using code, please? (I wish to avoid the
macro warning/Certificates issue, if possible).

If not, then I'm going to have to use code...perhaps a test for the
'Save name' in the Document_BeforeClose Event
(if that event exists in the Word Object model).

Regards.

Hi Stuart,

Users are *not* supposed to "open" the template. They're supposed to
place the template file in their Templates folder and use File New
to create new
documents *based* on the template. That avoids the whole messy
situation, as
the template is never altered (except in a few situations that are
best avoided, such as having "Add to template" checked in the Modify
Style dialog).

The best course is one of education -- if a user opens and alters the
template, beat him or her about the head and shoulders with stinging
nettles. :-)

If you can't change that behavior, the next choice is to set the
template file as read-only or place it in a folder to which ordinary
users are given
read access but not write access.

If you need to use macro code, make sure the users all go to Tools
Macro
Security, click the Trusted Publishers tab, and check the box for
"Trust all
installed add-ins and templates". When you put the template
containing code
into the Templates folder (which is a trusted location), there won't
be any
warning or any requirement for a certificate. The macro can check
whether ActiveDocument.Type is wdTypeTemplate and, if so, display a
warning and close the template. See

http://groups-beta.google.com/group/...ea8b70f3a22342
for a sample macro.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org







  #9  
Old April 18th, 2005, 09:39 PM
Stuart
external usenet poster
 
Posts: n/a
Default

Will check.

Regards and thanks again.

"Charles Kenyon" wrote in
message ...
For more on the different kinds of templates, tabs on the file new dialog,
and locations of templates folders see
http://addbalance.com/usersguide/templates.htm.
--

Charles Kenyon

Word New User FAQ & Web Directory: http://addbalance.com/word

Intermediate User's Guide to Microsoft Word (supplemented version of
Microsoft's Legal Users' Guide) http://addbalance.com/usersguide

See also the MVP FAQ: http://www.mvps.org/word which is awesome!
--------- --------- --------- --------- --------- ---------
This message is posted to a newsgroup. Please post replies
and questions to the newsgroup so that others can learn
from my ignorance and your wisdom.

"Stuart" wrote in message
...
Many thanks for the suggestions.
Some of these users are of the 'wilfull' variety ....as soon as you say
"Don't do this" they seem to shrug off their apparent apathy, and become
extremely interested in what you're saying g, like some users
everywhere I guess. They're already exploring the Macros option from the
menubar, but hopefully the VBE is scaring them off!
If one of them gets hold of a pw cracker......

I'm using Office2003 SBE over a Lan network, so I think I'll follow the
VBA route (as long as I can resolve those previously mentioned issues) to
best suit the following needs:
1. to more easily distribute and update via a Lan server
2. with Admin rights, I could place the template in a
hidden folder on the server (to better stop messing with
the template via Windows Explorer).
3. place a button on the Word menubar (making it the only way
to open the template?).
Do you approve of this approach? I have further 'master' documents to
similarly deploy.
Further, despite researching, I do not yet understand the differences
between a template, and Word's version of an addin (eg in Excel, I would
simply distribute this as an addin, having set the appropriate
protection, hidden sheets requirement, etc).

Regards and thanks.

"Jay Freedman" wrote in message
...
Stuart wrote:
I have a template with just 2 Sections. The 1st section
is protected (and contains fields accessible to the user), the 2nd is
not protected.

When a user opens the template, they are actually opening a copy of
the template (as is true for a standard
document). If the user makes changes to the copy and saves it with a
different name, then the template is preserved unchanged. If however
they make changes but save it with the original template's name, then
the template will be overwritten.......I believe this to be correct?

Can I stop this without using code, please? (I wish to avoid the macro
warning/Certificates issue, if possible).

If not, then I'm going to have to use code...perhaps a test for the
'Save name' in the Document_BeforeClose Event
(if that event exists in the Word Object model).

Regards.

Hi Stuart,

Users are *not* supposed to "open" the template. They're supposed to
place
the template file in their Templates folder and use File New to create
new
documents *based* on the template. That avoids the whole messy
situation, as
the template is never altered (except in a few situations that are best
avoided, such as having "Add to template" checked in the Modify Style
dialog).

The best course is one of education -- if a user opens and alters the
template, beat him or her about the head and shoulders with stinging
nettles. :-)

If you can't change that behavior, the next choice is to set the
template
file as read-only or place it in a folder to which ordinary users are
given
read access but not write access.

If you need to use macro code, make sure the users all go to Tools
Macro
Security, click the Trusted Publishers tab, and check the box for "Trust
all
installed add-ins and templates". When you put the template containing
code
into the Templates folder (which is a trusted location), there won't be
any
warning or any requirement for a certificate. The macro can check
whether
ActiveDocument.Type is wdTypeTemplate and, if so, display a warning and
close the template. See
http://groups-beta.google.com/group/...ea8b70f3a22342
for a sample macro.

--
Regards,
Jay Freedman
Microsoft Word MVP FAQ: http://word.mvps.org








  #10  
Old April 18th, 2005, 09:50 PM
TF
external usenet poster
 
Posts: n/a
Default

Stuart

Just add to what the other suggest: I keep the templates in a workgroup
folder on the server and find that simply making them read only (not the
folder, just the templates) is sufficient to the templates 'safe'. I suppose
someone with malicious intents could go and mess up a template - but then
with all the server logging and metadata hidden in Word, they may as well
just place their resignation on the Boss's desk - at least they'll get a
month's notice that way!

I haven't found it greatly inconvenient not being able to update templates
until all users are logged off: I usually keep a copy of the templates, edit
those copies and then (usually) early next day, I archive the active
template and load the newly edited version.

--
Terry Farrell - Word MVP
http://word.mvps.org/

"Stuart" wrote in message
...
: Many thanks again,
:
: An update when all users offline would be via a suitably timed batch file,
I
: think.
: The laptop user does exist (very good point .......hadn't got that far
yet;
: but even if not, as ever the planning is everything). Initial thought is
an
: On Open check for a file with a newer date stamp, or something similar.
:
: If I go the VBA route then I'll post in the appropriate group from now on,
: else
:
: very many thanks.
: Regards.
:


 




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