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Page 1: Using Summit Products in the Windows 7/Office 2010 Environmentmiesoftware.com/Office2010 Windows7.pdf · Windows 7/Office 2010 Page 7 Avoiding security warnings when Summit program

Windows 7/Office 2010 Page 1

Using Summit Products in the Windows 7/Office 2010

Environment

© MIE Software 2010

Page 2: Using Summit Products in the Windows 7/Office 2010 Environmentmiesoftware.com/Office2010 Windows7.pdf · Windows 7/Office 2010 Page 7 Avoiding security warnings when Summit program

Windows 7/Office 2010 Page 2

Introduction ........................................................................................................................... 3

Installation ............................................................................................................................. 4

Desktop and Program Menu Shortcuts............................................................................... 5

Avoiding security warnings when Summit program is launched..................................... 7

Registering Summit Software in Windows 7 .................................................................... 14

Other Issues......................................................................................................................... 15

Summit Menus ................................................................................................................. 15

E-Mailing from within Summit Programs ...................................................................... 17

On-Line Help .................................................................................................................... 25

Dynamically generated report content such as Reporter listings headings is not displayed .......................................................................................................................... 25

Page 3: Using Summit Products in the Windows 7/Office 2010 Environmentmiesoftware.com/Office2010 Windows7.pdf · Windows 7/Office 2010 Page 7 Avoiding security warnings when Summit program

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Introduction While we recommend that users continue to use the Office 2003 versions of our software with Office 2003 Professional, we recognise that many users can now only purchase computers with Windows 7 and Office 2010.

While Access 2010 can open existing Access 2000, Access 2002 and Access 2003 versions of our software, our clients have encountered a number of issues and problems.

To date, the main issues/problems with using the current versions of our software in the Windows 7/Office 2010 environment are:

1. Which version of the current software should be installed?

2. Multiple security warnings are displayed whenever the software is opened.

3. The Summit menus at the top of the screen are not displayed.

4. The on-line help cannot be accessed.

5. Summit products cannot e-mail in conjunction with Outlook 2010.

6. After registering Summit software, the software is unregistered when next opened.

The purpose of this document is to explain the steps needed to deal with each of these issues.

IMPORTANT NOTE

All file and folder locations in this document assume that all Summit products and Office 2010 have been installed in their default folders. You will need to adjust these instructions if the Summit products or Office 2010 are not installed in their default folders.

The default folder for Summit Event Manager Pro (SEMP version 9) is C:\SEMP.

The default folder for Summit Central (SCL version 4) is C:\SUMMIT.

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Installation You should select the Access 2003 installation of the relevant product. This example uses Summit Event Manager Pro.

The selected installation program is semp2003.exe. When you attempt to run semp2003.exe you get the following warning:

You should click on Run.

You will then be shown another warning about running semp2003.exe saying that An unidentified program is trying to access your computer . The options are Cancel

or Allow. You should select Allow.

The installation program should then complete successfully.

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Desktop and Program Menu Shortcuts Before attempting to use Summit you should change the target in your desktop icon of both the Summit Event Manager Pro and Compact Software shortcuts to look for Access 2010 instead of Access 2003.

The target property is accessed by right mouse clicking on the shortcut and selecting Properties.

NOTE: The (x86) reference may not be present on all Windows 7 systems.

Specifically, the target of the Summit Event Manager Pro shortcut changes from:

"C:\Program Files\Microsoft Office\Office11\MSACCESS.EXE" "C:\semp\semp.mdb"

to

"C:\Program Files (x86)\Microsoft Office\Office14\MSACCESS.EXE" "C:\semp\semp.mdb"

The target of the Compact Software shortcut changes from:

"C:\Program Files\Microsoft Office\Office11\MSACCESS.EXE" "C:\semp\semp.mdb" /Compact

to

"C:\Program Files (x86)\Microsoft Office\Office14\MSACCESS.EXE" "C:\semp\semp.mdb" /Compact

When using Summit Central, the target short-cut should be changed from:

C:\Program Files\Microsoft Office\Office11\MSACCESS.EXE C:\summit\scl.mdb

to

C:\Program Files (x86)\Microsoft Office\Office 14\MSACCESS.EXE C:\summit\scl.mdb

The target of the Compact Software shortcut changes from:

"C:\Program Files\Microsoft Office\Office11\MSACCESS.EXE" "C:\summit\scl.mdb" /Compact

to

"C:\Program Files (x86)\Microsoft Office\Office14\MSACCESS.EXE" "C:\summit\scl.mdb" /Compact

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This displays the following:

You should change the wording in the Target field and then click Apply.

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Avoiding security warnings when Summit program is launched If you do not advise Office 2010 that the Summit programs are in trusted locations a number of security warnings, similar to the one below, may be displayed when you launch Summit programs:

If this message is displayed, select Open.

The system may appear to hang displaying the image on the following page:

You should click on the Enable Content button highlighted above.

The Summit program should then open correctly.

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To prevent these security warnings every time the Summit program is launched you need to tell Office 2010 that the Summit software is in a trusted location . This is done by taking the following steps from within Summit (or from any Access window).

You click on the File button highlighted below:

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The following is then displayed:

You should click on Options as shown above.

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The following will then be displayed:

You should select Trust Center as shown above.

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The following will then be displayed:

You should select Trust Center Settings.

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The following will then be displayed:

You should then select Add new location and add all of the following locations if they are present on the computer:

c:\semp c:\Summit c:\ssg c:\scm4 c:\seml10

To do this, you will need to repeat the following process for each location.

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The following example is for c:\semp (Summit Event Manager Pro Version 9).

The trusted locations should now include the c:\semp folder as shown below:

The next time you launch Summit, no security warnings should be displayed.

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Registering Summit Software in Windows 7 In order for software to be registered successfully in the Windows 7 environment it is necessary to turn off User Account Control.

To do this please take the following steps:

1. Go to Start Menu -> Control Panel -> User Accounts and Family Safety -> User Account.

2. Click on User Account Control settings link.

3. Slide the slider bar to the lowest value (towards Never Notify), with description showing Never notify me.

4. Click OK to make the change effective.

5. Restart the computer to turn off User Access Control.

NOTE: You may need to restart your computer more than once.

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Other Issues

Summit Menus When you open the Summit program the Summit menus that are normally displayed at the top of the screen are not present, as shown below:

The Summit menus are now displayed under the Add-Ins tab on the ribbon which is highlighted above. If you select the Add-Ins tab, the Summit menus are displayed as shown on the next page.

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Summit menus highlighted above.

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E-Mailing from within Summit Programs When e-mailing from within Summit programs, a Microsoft technology called Collaboration Data Objects (CDO) is used in conjunction with Microsoft Outlook. In earlier versions of Microsoft Office, CDO was an optional Outlook component that could be installed from the Office CD.

In Outlook 2010 and Exchange 2010 CDO is no longer part of the standard product installation of either product. The CDO installation software can be downloaded from the Microsoft Web site or directly from our website . A file called ExchangeCdo.msi is downloaded.

If you download the file from our web site, the following will be displayed:

You should click OK. The following will then be displayed:

You should click Save and save to a known location.

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When the download has completed, the following will be displayed:

You should click Run.

The following security warning will be displayed:

You should click Run.

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The following will then be displayed:

You should click on Next.

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The following will then be displayed:

You should select I agree and then click Next.

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The following will then be displayed:

A security warning will then be displayed saying that a program needs your permission to continue . You should select Continue.

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When the program completes the following will be displayed:

You should then select Finish.

The final step for e-mailing from Summit is to determine your e-mail profile and then let the Summit program know what it is.

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Go to your Control Panel and click on the Mail icon. The following will be displayed:

Click on Show Profiles.

The following will then be displayed:

Note down the profile.

Start up Summit and open the Personal Details form (Summit Event Manager) or the People form (Summit Central).

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Go to a record where a person has an e-mail address and double click on the e-mail address.

The following will then be displayed:

Enter the profile into the Messaging Profile field as shown above and then click Exit.

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On-Line Help Windows 7 does not support the Windows on-line help system we have traditionally used with Summit products.

Updated versions with a new on-line HTML help system that is supported by Windows 7 are available for:

Summit Event Manager Pro: Version 9.33 or higher Summit Central: Version 4.09.02 or higher Summit SafeGuard: Version 3.00.01 or higher

Download these updates from http://www.miesoftware.com/update_home.cfm

Dynamically generated report content such as Reporter listings headings is not displayed When you generate Reporter listings or other reports that have dynamically generated content, that content is not displayed when the report is previewed or printed.

Updated versions that display this dynamically generated content are available for:

Summit Event Manager Pro: Version 9.67 or higher Summit Central: Version 4.14.04 or higher

Note that even the new versions, some generated content such as report date is still not displayed in preview, but is displayed when the report is printed.