8 Replies Latest reply on Aug 24, 2009 1:47 PM by Jeremy Schmidt

    PDMWorks Enterprise notification footer buttons don't work on MS Office 2007

    Cis Admin
      Last night I upgraded from Microsoft Office 2003 to 2007. Now inPDMWorks Enterprise notification emails, the buttons at the bottom[View] [Open folder] [Properties] [History] don't work. They nolonger look like buttons, but are now just text with bracketsaround them. Does anyone know how to make them active? I havePDMWorks 2007 SP4. Thanks.07 SP4.
        • PDMWorks Enterprise notification footer buttons don't work on MS Office 2007
          Cis Admin
          I got the answer after asking my SolidWorks reseller. It involvesupdating the notification tempates on the PDMVault. Sorry that thegraphics won't upload into this forum, but the procedure iscorrect. Allso, sorry but this forum won't let me attach therequired file called <span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>NotificationTemplateUpdate.sql</span><br> <br><p style=" text-autospace: none;" class="msonormal"><span style=' font-size: 14.0pt; font-family: Arial,"sans-serif";'>How toupdate the default Notification Message templates in a file vaultto use HTML links instead of Command Buttons</span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-size: 14.0pt; font-family: Arial,"sans-serif";'> </span></p><p style=" text-autospace: none;" class="msonormal"><b><span style=' font-size: 10.0pt; font-family: Arial,"sans-serif";'>Appliesto</span></b></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-size: 10.0pt; font-family: Arial,"sans-serif";'>PDMWorksEnterprise 2006, 2007, 2008</span></p><p style=" text-autospace: none;" class="msonormal"><b><span style=' font-size: 10.0pt; font-family: Arial,"sans-serif";'> </span></b></p><p style=" text-autospace: none;" class="msonormal"><b><span style=' font-size: 10.0pt; font-family: Arial,"sans-serif";'>Description</span></b></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-size: 10.0pt; font-family: Arial,"sans-serif";'>Whencreating a new file vault, default HTML styled notificationtemplates will be imported into the new file vault database. Accessto documents, projects, properties, and history is done via commandbuttons on an embedded html form. The command buttons are formattedas FORM button links.</span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-size: 10.0pt; font-family: Arial,"sans-serif";'> </span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-size: 10.0pt; font-family: Arial,"sans-serif";'>Often times,the hidden form button functionality is removed from messages whenreplying or forwarding (for example when using MS Outlook), andtherefore the command button functionality on the form to accessinformation in the vault is removed as well. A forwarded outlookmessage where the form buttons have been stripped may look asthis:<br><img height="449" width="419" src="/mzukisrh6507.jpg"></span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Please referto the following Microsoft articles describing why html forms areremoved from messages when replying or forwarding, and for ways toallow html forms in outbound messages:</span></p><p class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'><a href="http://support.microsoft.com/kb/321804">http://support.microsoft.com/kb/321804</a></span></p><p class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'><a href="http://office.microsoft.com/en-us/assistance/HA011402911033.aspx">http://office.microsoft.com/en-us/assistance/HA011402911033.aspx</a></span></p><p class="msonormal"> </p><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'><br clear="all" style=" page-break-before: always;"></span> <p style=" text-autospace: none;" class="msonormal"><b><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Workaround</span></b></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Theseinstructions describe how to replace the currently installednotification templates in a file vault with a customized versionusing HTML text links to PDMWorks Enterprise information, insteadof command buttons.</span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none;" class="msonormal"><b><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>DefaultNotification Templates</span></b></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>You willfind the default notification templates that are used when creatinga new file vault under the client installation folder (c<img class="jive_macro jive_emote" src="http://solidworks-main.hosted.jivesoftware.com/images/emoticons/silly.gif" jivemacro="emoticon" ___jive_emoticon_name="silly" />rogramFilesPDMWorks Enterprise).</span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>There aredifferent notification templates depending on language used, the"NotificationMsgTemplate_GB.csv" is the English languageone for example.</span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'><img src="/xcvzqhlc6508.jpg" height="201" border="0" width="447"></span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Thenotification template file contains the HTML layout for thedifferent types of notifications.</span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>There are 6types of notification layouts available in the file, used by thedifferent automatic notification options in PDMWE:</span></p><ol style=" margin-top: 0in;" start="1" type="1"><li style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Addnotification</span></li><li style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Check innotification</span></li><li style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Check outnotification</span></li><li style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Change statenotification</span></li><li style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Folderdeadline notification</span></li><li style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>End ofrevision list notification</span></li><li style=" list-style-type: none; list-style-image: none;"></OL> <p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Thefollowing section shows the change state notification layout forexample:<br><img src="/qsrxljax6509.jpg" height="181" border="0" width="398"></span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Which lookslike this when received from PDMWE:</span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'><img src="/bjufmdxl6510.jpg" height="224" border="0" width="350"></span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'><b>Updateinstructions</b></span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>NOTE! Beforemaking any modifications to the file vault database, ensure youhave made a SQL backup of the database.</span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none; text-indent: -.25in; margin-left: .25in;"class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>1.</span><span style=" font-variant: normal; line-height: normal; font-family: 'Times New Roman'; font-size: 7.0pt; font-style: normal; font-weight: normal;">    </span> <span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Copy andedit the notification template corresponding to your language ofchoice using your preferred <u>text</u> editor such as Notepad.exe(<u>do not</u> change the layout using Excel or Word orsimilar).</span></p><p style=" text-autospace: none; margin-left: .25in;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none; text-indent: -.25in; margin-left: .25in;"class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>2.</span><span style=" font-variant: normal; line-height: normal; font-family: 'Times New Roman'; font-size: 7.0pt; font-style: normal; font-weight: normal;">    </span> <span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Find theentry associated with the notification type that you wish tomodify. If all notification messages should be modified, then youcan edit all entries. Below please find a screen shot of thelocation of the "State Change Notification" in theEnglish language notification template:<br><img src="/mcwgoqcy6511.jpg" height="138" border="0" width="450"></span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none; text-indent: -.25in; margin-left: .25in;"class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>3.</span><span style=" font-variant: normal; line-height: normal; font-family: 'Times New Roman'; font-size: 7.0pt; font-style: normal; font-weight: normal;">    </span> <span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Replace eachform button with its associated PDMWorks Enterprise link. Forexample, to replace the "Get" button with a "Getlink" you would simply replace each of the forms sections(each highlighted area below):<br><img src="/mtnddscv6512.jpg" height="187" border="0" width="463"><br><br>With the associated PDMWorks Enterprise HTML href link instead:<br><img src="/iwpgfgwe6513.jpg" height="192" border="0" width="645"></span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none; text-indent: -.25in; margin-left: .75in;"class="msonormal"><span style=" font-size: 10.0pt;">.</span> <spanstyle=" font-variant: normal; line-height: normal; font-family: 'Times New Roman'; font-size: 7.0pt; font-style: normal; font-weight: normal;">        </span> <spanstyle=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Thelink should refer to the "conisio://" URL which willautomatically trigger an action when launched.</span></p><p style=" text-autospace: none; text-indent: -.25in; margin-left: .75in;"class="msonormal"><span style=" font-size: 10.0pt;">.</span> <spanstyle=" font-variant: normal; line-height: normal; font-family: 'Times New Roman'; font-size: 7.0pt; font-style: normal; font-weight: normal;">        </span> <spanstyle=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Theformat of the "conisio://" URL should be:<br>conisio://_ConisioVaultName_/</span><span style=" color: red;"><b>open</b></span><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>?projectid=_ConisioProjectID_&documentid=_ConisioDocumentID_<br><br> Where you only replace what type of "action" the URLlink should trigger (do not change the rest of the link formattingas the variables will be replaced with correct values when thetemplate is used to generate a notification).<br><br>The available actions (shown in red above) are:<br><b>open</b> - Opens the file in associated application<br><b>view</b> - Opens the configured "Viewer" applicationfor the file<br><b>explore</b> - Opens an explorer window in the folder the fileresides and selects the file<br><b>get</b> - Triggers a Get of the file to the local file vaultview<br><b>lock</b> - Checks out the file<br><b>properties</b> - Brings up the file properties<br><b>history</b> - Brings up the file history</span></p><p style=" text-autospace: none; text-indent: -.25in; margin-left: .75in;"class="msonormal"><span style=" font-size: 10.0pt;">.</span> <spanstyle=" font-variant: normal; line-height: normal; font-family: 'Times New Roman'; font-size: 7.0pt; font-style: normal; font-weight: normal;">        </span> <spanstyle=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Makesure not to remove anything else from the template filestructure.<br><br></span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none; text-indent: -.25in; margin-left: .25in;"class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>4.</span><span style=" font-variant: normal; line-height: normal; font-family: 'Times New Roman'; font-size: 7.0pt; font-style: normal; font-weight: normal;">    </span> <span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Copy thenotification template you have modified <u>to a local tempfolder</u> on the SQL server hosting the file vault database. (Notethat the folder must be local on the server, even if you arerunning the SQL Server Management Studio from a remote client).<br><img src="/pcmxwfum6514.jpg" height="84" border="0" width="438"></span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none; text-indent: -.25in; margin-left: .25in;"class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>5.</span><span style=" font-variant: normal; line-height: normal; font-family: 'Times New Roman'; font-size: 7.0pt; font-style: normal; font-weight: normal;">    </span> <span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Start SQLManagement Studio. Right-click on the file vault database to updateand select New Query.<br><img src="/pctqjzpa6515.jpg" height="77" border="0" width="254"></span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none; text-indent: -.25in; margin-left: .25in;"class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>6.</span><span style=" font-variant: normal; line-height: normal; font-family: 'Times New Roman'; font-size: 7.0pt; font-style: normal; font-weight: normal;">    </span> <span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Open theincluded "NotificationTemplateUpdate.sql" query, or pasteits content into the query window. Ensure to update below markedsections with your file vault database name and template location.(Note that the Japanese templates use a different codepage).<br><img src="/bphqwfzd6516.jpg" height="299" border="0" width="644"></span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none; text-indent: -.25in; margin-left: .25in;"class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>7.</span><span style=" font-variant: normal; line-height: normal; font-family: 'Times New Roman'; font-size: 7.0pt; font-style: normal; font-weight: normal;">    </span> <span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>PressExecute to run the update query.<br><img src="/angdmfpy6517.jpg" height="96" border="0" width="370"></span></p><p style=" text-autospace: none;" class="msonormal"><span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'> </span></p><p style=" text-autospace: none; text-indent: -.25in; margin-left: .25in;"class="msonormal">8. <span style=" font-variant: normal; line-height: normal; font-family: 'Times New Roman'; font-size: 7.0pt; font-style: normal; font-weight: normal;">     </span> <span style=' font-family: Arial,"sans-serif"; font-size: 10.0pt;'>Once thequery completes, new notifications will include the text linksinstead of form buttons:<br></span><img src="/jongkfpg6518.jpg" height="508" border="0" width="603"></p><p class="msonormal"> </p></li><li style=" list-style-type: none; list-style-image: none;"></OL></li></ol>