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Setting Security Level and Certificate Installation in Excel 2007 (For installation in
Excel 2003 go here, Excel 2010 go
here.)
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After Excel 2007 loads, left-click on the Windows button
in the top left corner of the screen.
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Doing the above will bring up this window. Now left-click on
the Excel Options button in the bottom right corner of the
window.
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Doing the above will bring up this window. Ensure that Trust
Center in the left column is selected.
Then left-click on
Trust Center Settings... on the right. |
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Doing the above will bring up this window. Ensure Macro
Settings is highlighted on the left. You may now choose one of the
radio buttons circled in red. This will help you protect you
computer from malicious code and allow you to install the SmartOB
digital certificate. Then click the OK button on the bottom
right and close any open windows. After 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. |
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After doing the above, when you try to load any SmartOB form, you
should now see the Security Warning. Left-click the Options...
button. |
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Left-clicking the Options... button above will bring
up this window. Now, left-click on Show Signature Details |
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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You should see this options screen after you install the certificate. Simply
select the radio button "Trust all
documents from this publisher" and click OK. Now you may
select any of the Macro Settings in the Trust Center and
all SmartOB forms should run without any problem. 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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