Word 2010 : Automatically populate Backstage tab from Folder - ms-word

We're about to move from Office 2000 to 2010 and are looking at how best to provide our templates to users.
What I want to do is replace the Office.com templates with our own.
Looking at the documentation and Technet blogs I see that we can either create or amend the tabs in the Backstage view, but I am trying to find out if we can do this in a relatively hands-off manner.
Our templates are stored on a network server, with subfolders grouping similar templates. Whilst we could point Workgroup templates at the root folder and get the My Templates dialog, this feels like a step back.
1) Can we create a backstage tab (or replace the New tab)
2) Can we set this tab up to automatically display the templates that are in the folder and use the subfolders to sort the templates? Such that if a new template is added to a folder we do not need to roll out a new version of the backstage

Of course the Office 2010 File New Backstage is not very appropriate for a corporate environment.
To disable the "Templates from Office.com" you can use a Windows Group Policy (the option is named "Disable template downloads from the client and from Office.com").
However, you'll find in the File New Backstage still the entry for "Sample Templates". These templates cannot be uninstalled. Find detailed information on this page on the Word MVPS site.
Your question 1:
Yes, you can create a new Backstage Tab, or hide the Word File New tab (you'll need both) throug an add-in.
Your question 2:
If you want to mimic the Pre-Office 2007 FileNew dialogs, you must also recurr to an add-in which does exactly what you need. For example, read the files from a network share and display them in the Backstage view. However, the File New replacements I've developed in the last years did recurr to a configuration file, because you have the possbility to display additional information for the users, e.g. about the use of the template, or about differences (between "Legal Opinion small" and "Legal Opinion large" etc.). Administration of a config file is also "hands-on" without problems.

At least in Word there is one other option:
On the Quick access toolbar you can put another "New from Template" icon (I don't know what it is exactly called anymore, but it is there in the selection of icon from Microsoft) which opens up straight the Pop up window with all your templates without going trough the ridiculous long winded process via the Backstage.

Related

Remove personal template from Visio (plan2)?

Does anyone know how to remove previously added personal template form Visio (plan2)? It seems this is not as straightforward as I would expect...
Many thanks.
Please check in File location window field Templates. You can call this window with these steps
Select tab File at ribbon
Select Options in bottom of list
Select Advanced
Select File locations in bottom of list
Please check: Is your unwanted document located in folder which you can find in Templates field in File locations window ?
I did some additional research to find out that while adding .vtpx template, visio converts it to .vstx and stores it (in my case) in Custom Office Templates folder.
All I had to do is remove the corresponding .vstx from that folder and the template disappeared form Personal Templates tab.
Not sure if Custom Office Templates is the default location in all cases, so better search for your [templatename].vstx on your drive.
Credit for idea goes to #Surrogate who hinted that you could define folder for templates. Thanks!

Dynamic data manipulation in word online

I am trying to build a task-pane add-in for word online which can do mail merge like desktop office. Now I understand that word online does not support mail merge out of the box, so I thought about the following steps -
Create a template (DOTX) using desktop office which will contain Region or something like a merge field etc. Upload the template to one drive.
Open a blank doc and add a task pane add-in in word online. This is temporary step for now.
Click a button on the add-in.
This click will stream the template (DOTX) from server using an app service call.
Render the stream into word online web page.
Edit and save.
Close word online and reopen.
Click the doc link.
This will render the doc in word online.
Add the add-in in the task pane (temp step).
Click edit button.
Call app service to fetch the latest merge data source.
Traverse through the word xml and replace the values corresponding to the region or special keys.
Re-render the doc.
My users will have E1 subscription of office 365.
Is this thought process logical and achievable with word online? Thanks in advance!...
I think your approach is much more complicated than it needs to be. Word Online supports Add-ins created using the JavaScript APIs, as supported by the information in this article: https://msdn.microsoft.com/EN-US/library/office/dn833104.aspx
It should be possible for you to create the "template" on the Desktop (Word 2013 or 2016 is required - but only 2016 supports the current full scope of the JS API) and "insert" your add-in, which links it to the document. Opening the document in Word online should automatically load the add-in, that can then link to the data source and fill in the data.
As data targets ("merge fields"), I recommend you use Content Controls.

Visio Component Diagram - Required Interface

How can I create required interface connector with Visio 2010/2013?
I mean:
http://www.uml-diagrams.org/component-diagrams.html
I have added:
http://softwarestencils.com/uml/index.html
But I cannot find the required interface connector ( a connector with one end is a curve ).
If you follow the instructions on http://www.softwarestencils.com/uml/index.html then you should be able to create a new diagram under the Personal tab:
Install: Unzip the files into a folder of your choice, for example,
"C:\Users\\Documents\Custom Office Templates". Start Visio
2013. Click File/Options/Save. Insert full path of the folder with the UML template and stencils into the field “Default personal templates
location”. Click OK. Note: if the field “Default personal templates
location” already contains a path to some folder, move the Visio files
into the folder specified in this field.
When you click File/New in Visio, the template “UML 2.5 Complete
(Visio 2013)” will appear under PERSONAL tab. The PERSONAL tab is
located between FEATURED and CATEGORIES, when you click File/New. If
you use the template often, Visio will also place it into the FEATURED
tab.
Alternatively, if you search under the Shapes dialog for the built in Component shape, you should find it there. It's under the Enterprise Application heading (clicking on the heading opens up the stencil for that).
You can create that by going File > New > Categories > Software and Database > Enterprise Application.
Since nobody so far answered, where to find the interface connectors in the mentioned stencil package: They are part of the shapes. See image below for how it looks like in Visio 2013.
If you want to change the interface-socket-shape to be an interface or a socket, you need to right-click on the shape and in the context menu, you can choose by checking interface or socket.

Trying to get along with Interwoven

I am to create a new design (CSS & HTML) for a web site which is created using Interwoven ContentCenter Professional.
Now, I can see the existing files in CMS (Interwoven) but, I can't make changes. My changes are displayed only when I'm in edit mode. Nothing in the live page. I tried to submit, create editions of files but still no good.
How should I create or edit pages in Interwoven CMS?
Thanks.
If you're talking about generic pages, then once you are finished you have to click on the Generate option, then choose a directory and click Finish. Last thing you should do is to choose yeswhen it asks you to Re-generate the page.
What you are trying to do is just creating a new file, not generating a file from TeamSite's Formpublisher. It is just like if you are in Windows Explorer and creating a new file. In order to generate a file from a form entry, you need to be in the templatedata directory, ex: /default/main/branch1/WORKAREA/wa1/templatedata/category/type(on unix) or Y:/default/main/branch1/WORKAREA/wa1/templatedata/category/type (on Windows). There should be a file call datacapture.cfg there. There is another directory called data under the above path which stores your data content record (dcr) that are created from the form. This is the file that you can use to generate which will use the (tpl) file under the presentation directory.

Office integration (Word) - intercepting save

I am planning to implement a small in-house document management system. It must have a web GUI for managing a remote folder structure stored in a database. In these folders are word documents stored (physically as blob in a database). Whenever a user clicks on a document link, a word binary is downloaded via browser and (hopefully) opened in Word on the user's PC.
This is the easy part ;)
Now the user hits "Save" or Ctrl-S. I want to have a functionality programmed inside Word that calls a custom function (maybe in a .NET DLL) that uploads the saved file back to the server (HTTP). The hard part seems to me:
How to intercept the Save process to call the extension functionality
How to deploy this to multiple users
Mike's link to the question I answered should do it for intercepting the file save. The specific button idMso for File->Save is "FileSave"
To deploy it to several users machine you can either
Create a setup project that will create an msi that you can run on all the users machines
if it's an intranet scenario, you can keep the assemblies on a network location and just add the neceassary registry settings to all the users machines. This article should describe the settings that you need to include. You would just need to change the path setting to point to the network location.
AFAIK, this is what Alfresco is doing with its Microsoft Office Add-ins (never tested myself though). As Alfresco is open-source, it must be possible to look at what they are doing. Or just ask your questions on Alfresco's forums.
You can try to override "save" from the ribbon or build your own ribbon tab with the behavior you want. It may be trickier overriding "Ctrl-S".
Overriding the ribbon: StackOverflow Question
Video on altering a standard ribbon button: Office Developer Center