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Setting Security Level and Certificate Installation in Excel 2003 (For installation in
Excel 2007 go here, Excel 2010 go
here.)
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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. |
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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
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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 |
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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 |
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Installing the SmartOB Digital Certificate in Excel
2003,
Excel 2007 and 2010.
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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. |
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Depending on your version of Windows, you will
see a form similar to the one to the left.
Left-click on the Install Certificate...
button that brings up one of the Certificate Import Wizard Windows below. |
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Again, depending on your version of Windows, you will
see a form similar to one of the forms to the left. Left-click on the Next button that
brings up the window below. |
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Depending on your version of Windows, you will see a
form similar to the one on the left. First, select the radio button
corresponding to "Place all certificates in the following store." Then
Left-click on Browse.
Left-click on the Next button that
brings up the window below. |
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You will see a window similar to this one. Select
"Trusted Root Certification Authorities" and Left-click the OK
button. |
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Again, depending on your version of Windows, you will
see a form similar to the one to the left. Left-click on the Next button that
brings up a window similar to the window below. |
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Depending on your version of Windows, you will
see a form similar to one of the forms to the left.
Now Left-click on the Finish button that
brings up one the Security Warning windows below. |
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Depending on your version of Windows, you will see a form similar to
one of the forms to the left. Left-click on the Yes button to install the
certificate and bring up the window below. |
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Left-click on the OK button and you're
done installing the certificate. Now close all the open windows and the
forms. You should then see the window below when you Re-open the SmartOB forms. |
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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. |
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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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