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Excel 2003 Macros

 

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Setting Security Level and Certificate Installation in Excel 2003  (For installation in Excel 2007 go here.)
 

After Excel loads,

left-click on the Tools menu item,

then left-click on Macro in the submenu below

and then finally left-click on Security in the submenu that pops up to the right.

 

  

Doing the above will bring up this menu.

You may set Security to either Low, Medium or High.

Once you install our Digital Certificate, you will be able to automatically run the forms with the Security Level on any setting.

You do not need to install the Certificate if the Security Level is set to Low.

 

Installing the SmartOB Digital Certificate in Excel 2003

You will see this screen when you attempt to Open the forms if the Macro Security is set to Medium.

Left-click on the Details... button
   
You will see this screen when you attempt to Open the forms if the Macro Security is set to High.

Left-click on the Details... button
   
If you left-click on the Details... button in the screens above, you will see this window.

Now left-click on the View Certificate button.
   
Left-click on the Install Certificate... button that brings up the Certificate Import Wizard below.
   
Left-click on the Next  button that brings up the window below.
   
Left-click on the Next  button that brings up the window below.
   
Now Left-click on the Finish button that brings up the Security Warning window below.
   
Left-click on the Yes  button to install the certificate and bring up the window below.
   
Left-click on the OK button and you're done installing the certificate. Now close all the open windows. You should then see the window below when you attempt to Open SmartOB forms.
   

If you set the Macro Security to either Medium or High, you should see a screen similar to this when you try to Open any of the SmartOB Forms after you install the certificate.

Simply left-check the "Always trust macros from this publisher." box.
   

Then click "Enable Macros."

That's it! All forms from SmartOB should run on this computer with ANY of the Security settings. You will need to repeat the process on other computers running the forms if you wish to install and trust the certificate.
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Last modified: 09/14/08