From: artunit Date: Wed, 13 May 2009 03:22:43 +0000 (+0000) Subject: updated instructions, added install information to README X-Git-Url: https://old-git.evergreen-ils.org/?a=commitdiff_plain;h=930c1f29a204cc732586360f9ef82b5d3e48cec1;p=contrib%2FConifer.git updated instructions, added install information to README git-svn-id: svn://svn.open-ils.org/ILS-Contrib/conifer/branches/workbooks@480 6d9bc8c9-1ec2-4278-b937-99fde70a366f --- diff --git a/README b/README index d67a6b53d3..f936a2f2d6 100644 --- a/README +++ b/README @@ -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... diff --git a/acq-orders.xlsm b/acq-orders.xlsm index 12677157a1..14a0aecdea 100644 Binary files a/acq-orders.xlsm and b/acq-orders.xlsm differ diff --git a/masterlist.xlsm b/masterlist.xlsm index 363a17c8d2..41cb6e884f 100644 Binary files a/masterlist.xlsm and b/masterlist.xlsm differ diff --git a/settings.xlsm b/settings.xlsm index fd7d7cedc6..6096e4c9c6 100644 Binary files a/settings.xlsm and b/settings.xlsm differ