This walkthrough shows how to set up a local session document file to reference macros in a shared session document file on a network share and how to add the share as a trusted location. It also shows how to create an MSI file that can be used to deploy the local sessions and their related settings to users.
NOTE:You can set up session document files to reference session document files that contain shared macros on any location that is a trusted location. These locations are not limited to network shares. For example, you could choose to reference macros in a session document file that resides on a folder on user workstations that is available to all users.
After you have developed and tested your macros, you’ll need to deploy your local session files and the related settings files to users. This typically includes creating a companion MSI file or using another method to deploy the following files:
The session files (the .rd5x, .rdox, .rd3x, .it27, iuts, or .ialc files) that reference the shared session files that contain the shared macros. (The references to the macros are saved in the session files.)
A custom ribbon (.xuml) file that includes any buttons or menu items you added to run the macros.
The Application.Settings file that includes the trusted locations you added.
To create an MSI file for session documents that reference shared macros
Make sure you know where the session files and their related settings you want to add are located. For this example, we are packaging the files in the following locations:
Add this file
In this directory
On your administrative workstation, open the Installation Customization Tool from a desktop shortcut or from a command line as follows:
In the Select Customization dialog box, choose.
The Installation Customization Tool opens in the mode used to create companion installer packages.
From the Navigation pane, click.
In thebox, enter the name for the package that you want to appear in the Windows list.
In thebox, enter the name of your department.
From the Navigation pane, click. Then, under , .
In the Navigation pane, select [PersonalFolder]and type in:. Then, in the list, select
When you are done, the list entry is:
Click myRibbon.xuml) and click .. Then browse to the configuration file (
Repeat steps 6 and 7 to add the mySession.rd3x file to the [PersonalFolder]\Micro Focus\InfoConnect location.
NOTE:Be sure to specify the correct location for each file you add. InfoConnect looks for configuration files in specific locations. To find the correct file locations for any type of file see Where to Deploy Customized Files.
When you are finished adding files, the panel should look similar to the following:
On the Navigation pane, click Modify user settings. Then, in thepanel, under , select and then click .
In the InfoConnect Workspace Settings dialog box, under, select .
Add the path to the shared macros to the list of trusted locations and select.
NOTE:Be sure to specify the path in the same way (either drive letter or UNC path) that you used in your session files.
Click Application.Settingsfile is automatically added to the package in the appropriate location.to add the settings to the package and return to the main Installation Customization Tool window. The
To “lock down” these settings, see “Lock Down” InfoConnect To Restrict Access to Controls.
From the .msi file on the administrative installation point.menu, save the package as an