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#1
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Converting custom templates from 2003 to 2007
Hi there,
The Documentation group in my company has yet to upgrade to Word 2007 due to compatibility issues with other software packages (RoboHelp, mainly), but the change will be coming soon. I have created several custom templates that are used extensively for our print documentation, and I am wondering what kinds of issues I'm going to face when it comes time to convert these templates to Word 2007 format. Since I'm not allowed to upgrade, I have no way to test it myself. Each template includes custom styles, AutoText, macros, and toolbars. Will all these things convert nicely to 2007? Will anything break, specifically the macros? What other pitfalls should I know about? I spent many hours perfecting these templates, so any help making our transition to Word 2007 easier will be greatly appreciated. Thanks, Scott Robinson Sr. Editor Deltek, Inc. |
#2
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Converting custom templates from 2003 to 2007
On Wed, 2 Jan 2008 14:29:11 -0800, Scott Robinson
wrote: Hi there, The Documentation group in my company has yet to upgrade to Word 2007 due to compatibility issues with other software packages (RoboHelp, mainly), but the change will be coming soon. I have created several custom templates that are used extensively for our print documentation, and I am wondering what kinds of issues I'm going to face when it comes time to convert these templates to Word 2007 format. Since I'm not allowed to upgrade, I have no way to test it myself. Each template includes custom styles, AutoText, macros, and toolbars. Will all these things convert nicely to 2007? Will anything break, specifically the macros? What other pitfalls should I know about? I spent many hours perfecting these templates, so any help making our transition to Word 2007 easier will be greatly appreciated. Thanks, Scott Robinson Sr. Editor Deltek, Inc. The styles will convert with no problems. The AutoText will come along, but the automatic prompt (that pops up in 2003 when you type the first part of the entry's name and lets you hit Enter or Tab to complete it) doesn't work; you have to hit F3 instead. The macros may work without changes, or may need anything from small tweaks to complete rewrites depending on what they do. A simple example is if you hardcoded a ".doc" extension for opening or saving documents -- you now need to be able to handle ".docx". Macros that manipulate AutoText, or CommandBar objects and their children, will require significant overhauls. There are new features and objects that you may want to add to your templates or use to replace existing functionality with new things (for example, content controls have some nice tricks that are better than the corresponding form fields). Your custom toolbars will all be forced to live in an Add-Ins tab on the ribbon. From there you can add a Quick Access Toolbar button to display your toolbar more easily. Read http://www.gmayor.com/Toolbars_in_word_2007.htm for instructions. -- Regards, Jay Freedman Microsoft Word MVP FAQ: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. |
#3
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Converting custom templates from 2003 to 2007
If your company is planning the change to 2007 (I hesitate to call it an
upgrade) and expects you to modify templates without access to a copy, then that's a bit like learning to drive without getting into the car. You should press for a copy so that the consequences of the changes can be properly evaluated and the training implications (which will be high) can be determined. There are certainly going to be some issues with templates that require macros, autotexts and toolbars - though you may be able to get away with using the templates as they stand. Much depends on what they contain. Any macro that calls upon autotext will have to be revised. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Scott Robinson wrote: Hi there, The Documentation group in my company has yet to upgrade to Word 2007 due to compatibility issues with other software packages (RoboHelp, mainly), but the change will be coming soon. I have created several custom templates that are used extensively for our print documentation, and I am wondering what kinds of issues I'm going to face when it comes time to convert these templates to Word 2007 format. Since I'm not allowed to upgrade, I have no way to test it myself. Each template includes custom styles, AutoText, macros, and toolbars. Will all these things convert nicely to 2007? Will anything break, specifically the macros? What other pitfalls should I know about? I spent many hours perfecting these templates, so any help making our transition to Word 2007 easier will be greatly appreciated. Thanks, Scott Robinson Sr. Editor Deltek, Inc. |
#4
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Converting custom templates from 2003 to 2007
Thanks for the info, Jay. It looks like I'm in for an interesting time! From
what you said, I think it might be better (quicker? easier?) for me to recreate the templates from scratch instead of trying to convert them. My company has access to the online Microsoft training courses, so I will definitely be taking all the Word 2007 courses I can find. Thanks again, Scott "Jay Freedman" wrote: On Wed, 2 Jan 2008 14:29:11 -0800, Scott Robinson wrote: Hi there, The Documentation group in my company has yet to upgrade to Word 2007 due to compatibility issues with other software packages (RoboHelp, mainly), but the change will be coming soon. I have created several custom templates that are used extensively for our print documentation, and I am wondering what kinds of issues I'm going to face when it comes time to convert these templates to Word 2007 format. Since I'm not allowed to upgrade, I have no way to test it myself. Each template includes custom styles, AutoText, macros, and toolbars. Will all these things convert nicely to 2007? Will anything break, specifically the macros? What other pitfalls should I know about? I spent many hours perfecting these templates, so any help making our transition to Word 2007 easier will be greatly appreciated. Thanks, Scott Robinson Sr. Editor Deltek, Inc. The styles will convert with no problems. The AutoText will come along, but the automatic prompt (that pops up in 2003 when you type the first part of the entry's name and lets you hit Enter or Tab to complete it) doesn't work; you have to hit F3 instead. The macros may work without changes, or may need anything from small tweaks to complete rewrites depending on what they do. A simple example is if you hardcoded a ".doc" extension for opening or saving documents -- you now need to be able to handle ".docx". Macros that manipulate AutoText, or CommandBar objects and their children, will require significant overhauls. There are new features and objects that you may want to add to your templates or use to replace existing functionality with new things (for example, content controls have some nice tricks that are better than the corresponding form fields). Your custom toolbars will all be forced to live in an Add-Ins tab on the ribbon. From there you can add a Quick Access Toolbar button to display your toolbar more easily. Read http://www.gmayor.com/Toolbars_in_word_2007.htm for instructions. -- Regards, Jay Freedman Microsoft Word MVP FAQ: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. |
#5
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Converting custom templates from 2003 to 2007
Thanks for the reply, Graham. While I do have a copy of 2007, I haven't been
given permission to install it. Perhaps I can push for a second laptop for testing purposes. The info you and Jay have provided should be adequate ammunition to make my argument. Thanks again, Scott "Graham Mayor" wrote: If your company is planning the change to 2007 (I hesitate to call it an upgrade) and expects you to modify templates without access to a copy, then that's a bit like learning to drive without getting into the car. You should press for a copy so that the consequences of the changes can be properly evaluated and the training implications (which will be high) can be determined. There are certainly going to be some issues with templates that require macros, autotexts and toolbars - though you may be able to get away with using the templates as they stand. Much depends on what they contain. Any macro that calls upon autotext will have to be revised. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Scott Robinson wrote: Hi there, The Documentation group in my company has yet to upgrade to Word 2007 due to compatibility issues with other software packages (RoboHelp, mainly), but the change will be coming soon. I have created several custom templates that are used extensively for our print documentation, and I am wondering what kinds of issues I'm going to face when it comes time to convert these templates to Word 2007 format. Since I'm not allowed to upgrade, I have no way to test it myself. Each template includes custom styles, AutoText, macros, and toolbars. Will all these things convert nicely to 2007? Will anything break, specifically the macros? What other pitfalls should I know about? I spent many hours perfecting these templates, so any help making our transition to Word 2007 easier will be greatly appreciated. Thanks, Scott Robinson Sr. Editor Deltek, Inc. |
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