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.

Re: Changes to a Template by Jay

Jay
Mon Apr 18 12:35:56 CDT 2005

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/microsoft.public.word.vba.general/msg/25ea8b70f3a22342
for a sample macro.

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



Re: Changes to a Template by Stuart

Stuart
Mon Apr 18 13:51:11 CDT 2005

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" <jay.freedman@verizon.net> wrote in message
news:uvd4U0DRFHA.1096@tk2msftngp13.phx.gbl...
> 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/microsoft.public.word.vba.general/msg/25ea8b70f3a22342
> for a sample macro.
>
> --
> Regards,
> Jay Freedman
> Microsoft Word MVP FAQ: http://word.mvps.org
>
>



Re: Changes to a Template by Jay

Jay
Mon Apr 18 14:14:06 CDT 2005

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/Customization/WhatTemplatesStore.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" <jay.freedman@verizon.net> wrote in message
> news:uvd4U0DRFHA.1096@tk2msftngp13.phx.gbl...
>> 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/microsoft.public.word.vba.general/msg/25ea8b70f3a22342
>> for a sample macro.
>>
>> --
>> Regards,
>> Jay Freedman
>> Microsoft Word MVP FAQ: http://word.mvps.org



Re: Changes to a Template by Charles

Charles
Mon Apr 18 14:35:02 CDT 2005

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" <jay.freedman@verizon.net> wrote in message
news:eljvLrERFHA.356@TK2MSFTNGP14.phx.gbl...
> 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/Customization/WhatTemplatesStore.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" <jay.freedman@verizon.net> wrote in message
>> news:uvd4U0DRFHA.1096@tk2msftngp13.phx.gbl...
>>> 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/microsoft.public.word.vba.general/msg/25ea8b70f3a22342
>>> for a sample macro.
>>>
>>> --
>>> Regards,
>>> Jay Freedman
>>> Microsoft Word MVP FAQ: http://word.mvps.org
>
>



Re: Changes to a Template by Charles

Charles
Mon Apr 18 14:35:29 CDT 2005

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" <sgbooth@totalise.co.uk> wrote in message
news:eAI1YeERFHA.1236@TK2MSFTNGP14.phx.gbl...
> 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" <jay.freedman@verizon.net> wrote in message
> news:uvd4U0DRFHA.1096@tk2msftngp13.phx.gbl...
>> 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/microsoft.public.word.vba.general/msg/25ea8b70f3a22342
>> for a sample macro.
>>
>> --
>> Regards,
>> Jay Freedman
>> Microsoft Word MVP FAQ: http://word.mvps.org
>>
>>
>
>



Re: Changes to a Template by Stuart

Stuart
Mon Apr 18 15:27:50 CDT 2005

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" <jay.freedman@verizon.net> wrote in message
news:eljvLrERFHA.356@TK2MSFTNGP14.phx.gbl...
> 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/Customization/WhatTemplatesStore.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" <jay.freedman@verizon.net> wrote in message
>> news:uvd4U0DRFHA.1096@tk2msftngp13.phx.gbl...
>>> 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/microsoft.public.word.vba.general/msg/25ea8b70f3a22342
>>> for a sample macro.
>>>
>>> --
>>> Regards,
>>> Jay Freedman
>>> Microsoft Word MVP FAQ: http://word.mvps.org
>
>



Re: Changes to a Template by Stuart

Stuart
Mon Apr 18 15:38:13 CDT 2005

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

Regards.

"Charles Kenyon" <msnewsgroup@remove.no.spam.addbalance.com> wrote in
message news:epim12ERFHA.356@TK2MSFTNGP14.phx.gbl...
> 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" <jay.freedman@verizon.net> wrote in message
> news:eljvLrERFHA.356@TK2MSFTNGP14.phx.gbl...
>> 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/Customization/WhatTemplatesStore.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" <jay.freedman@verizon.net> wrote in message
>>> news:uvd4U0DRFHA.1096@tk2msftngp13.phx.gbl...
>>>> 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/microsoft.public.word.vba.general/msg/25ea8b70f3a22342
>>>> for a sample macro.
>>>>
>>>> --
>>>> Regards,
>>>> Jay Freedman
>>>> Microsoft Word MVP FAQ: http://word.mvps.org
>>
>>
>
>



Re: Changes to a Template by Stuart

Stuart
Mon Apr 18 15:39:13 CDT 2005

Will check.

Regards and thanks again.

"Charles Kenyon" <msnewsgroup@remove.no.spam.addbalance.com> wrote in
message news:ulUZF3ERFHA.164@TK2MSFTNGP12.phx.gbl...
> 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" <sgbooth@totalise.co.uk> wrote in message
> news:eAI1YeERFHA.1236@TK2MSFTNGP14.phx.gbl...
>> 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" <jay.freedman@verizon.net> wrote in message
>> news:uvd4U0DRFHA.1096@tk2msftngp13.phx.gbl...
>>> 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/microsoft.public.word.vba.general/msg/25ea8b70f3a22342
>>> for a sample macro.
>>>
>>> --
>>> Regards,
>>> Jay Freedman
>>> Microsoft Word MVP FAQ: http://word.mvps.org
>>>
>>>
>>
>>
>
>



Re: Changes to a Template by TF

TF
Mon Apr 18 15:50:32 CDT 2005

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" <sgbooth@totalise.co.uk> wrote in message
news:%23n3UZUFRFHA.1932@tk2msftngp13.phx.gbl...
: 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.
:



Re: Changes to a Template by Stuart

Stuart
Mon Apr 18 16:01:08 CDT 2005

Many thanks
I think a 'collective' way forward has been developed.

Thanks to all.
Regards.

"TF" <terryfarrell%40%6d%73%6e%2ecom> wrote in message
news:utULygFRFHA.4028@tk2msftngp13.phx.gbl...
> 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" <sgbooth@totalise.co.uk> wrote in message
> news:%23n3UZUFRFHA.1932@tk2msftngp13.phx.gbl...
> : 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.
> :
>
>