[open-ils-commits] r480 - conifer/branches/workbooks (artunit)

[svn at svn.open-ils.org]

Author: artunit
Date: 2009-05-12 23:22:43 -0400 (Tue, 12 May 2009)
New Revision: 480

Modified:
   conifer/branches/workbooks/README
   conifer/branches/workbooks/acq-orders.xlsm
   conifer/branches/workbooks/masterlist.xlsm
   conifer/branches/workbooks/settings.xlsm
Log:
updated instructions, added install information to README

Modified: conifer/branches/workbooks/README
===================================================================
--- conifer/branches/workbooks/README	2009-05-13 01:05:20 UTC (rev 479)
+++ conifer/branches/workbooks/README	2009-05-13 03:22:43 UTC (rev 480)
@@ -1,10 +1,40 @@
-README - April 2009
+README - May 2009
+
 This is a set of workbooks that provide acq/ser processing capacity 
 for Project Conifer. See the "Instructions" worksheet in the acq-mono
-or acq-serials workbooks for more details.
+or acq-serials workbooks for more details on the procedures within
+each workbook. The instructions here are for setting up the workbooks 
+for use by acq/ser staff.
 
+To install the workbooks, it is important to decide whether the workbooks
+will be used by more than one person at a time. If there will be 
+concurrent use, make a copy of the acq-orders workbook for each user
+that will be creating purchase orders, and place all the workbooks on a 
+common network drive. Regardless of whether the workbooks are used by a
+single user or will be shared, it is recommended that a directory
+structure be defined that reflects the current fiscal year, e.g.
+
+K:\common\acq2009-2009
+
+For concurrent use, put a shortcut on staff desktops that will open 
+the copied workbook, and change the settings on the masterlist
+workbook to make it shared (Review->Protect and Share Workbook). In
+most network environments, the settings workbook will open in read-only
+mode (because it is not shared), and the masterlist workbook will
+be available for update by multiple users. This is probably the
+most common and desired scenario, but the settings workbook can also be
+shared if it is common to modify funds and other configuration data
+within ordering workflows.
+
+These workbooks use a fair amount of VBA programming, and in order to stop
+Excel from whining excessively about custom code, you can tell Excel
+to skip the warnings for workbooks that have additional programming 
+(in Excel 2007, use the button on the top left and go to 
+Excel Options->Trust Center->Trust Center Settings->Trusted Locations 
+and add the directory you have defined above to the "trusted" list). 
+
 Some functionality in these workbooks require Excel 2007 though they
-are usable in earlier versions. At the time of this writing, Excel 2007
+may be usable in earlier versions. At the time of this writing, Excel 2007
 is the only spreadsheet option that seems to support worksheets that
 contain over a million rows. Not that we are likely to do that much
 ordering in the current economic climate...

Modified: conifer/branches/workbooks/acq-orders.xlsm
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Modified: conifer/branches/workbooks/masterlist.xlsm
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Modified: conifer/branches/workbooks/settings.xlsm
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