1. Office 2007 and the IDC Templates
Title of Presentation
Client
Office 2007 and the IDC Templates
Items of Interest for Analysts
Copyright IDC. Reproduction is forbidden unless authorized. All rights reserved.

2. Getting Started
After Office 2007has been installed, be sure to install the:
Office 2007 version of the IDC Research Template
IDCResearchTemplate_07.exe (Office 2007)
Document Conversion tool
Word 2000 to Word 2007 Document Converter
These tools can be accessed via the IDC Application Explorer or on the PST Template Downloads page:
IMPORTANT: Do not remove the Office 2000 version of the Research template from your computer!

3. Creating a New IDC Research Template in Word 2007
When you create a new research document in Word 2007, you need to base the new document off the new Template. There are two ways to do this:
Choose Start-->Programs-->IDC Templates-->Create New IDC Research Document (07). NOTE: The "(07)" at the end of the name indicates it is for Office 2007

4. Creating a New IDC Research Template in Word 2007 (Continued)
Start MS Word 2007, Click the Office Button and choose New. Click "My Templates..." in the left column. Choose the "IDC Research.dotm" icon, and click the "OK" button
The next time you follow Option 2, you will see the "IDC Research.dotm" file listed under the "Recently Used Templates" section in the New Document dialog box You can simply click the "IDC Research.dotm" file to create the new document

5. Creating a New IDC Table and Figure Took in Excel 2007
When you create a new Excel Table and Figure Tool Workbook in Excel 2007, you need to base the new document off the new Template. There are two ways to do this:
Choose Start-->Programs-->IDC Templates-->Create New IDC Table and Figure File (07). NOTE: The "(07)" at the end of the name indicates it is for Office 2007
Start MS Excel Click the Office Button and choose New. Click "My Templates..." in the left column. Choose the "IDC.xltm" icon, and click the "OK" button.
The next time you follow Option 2, you will see the "IDC.xltm" file listed under the "Recently Used Templates" section in the New Workbook dialog box. You can simply click the "IDC.xltm" to create the new workbook

6. Creating a New Pivot Table in Excel 2007
The IDC Pivot Table Template ensures that Pivot Tables created in Excel 2007 are compatible with earlier versions of Excel, as well as other Spreadsheet applications.
If you have the Office 2007 IDC Research Template installed, you can create a new Pivot Table workbook by selecting:
Start--> Programs-->IDC Templates-->Create New Pivot Table File
IMPORTANT: The macros in the workbook ensure the workbook is saved as an Excel 2000 file, which is required for the Pivot Table to be usable in previous versions of Excel. If you choose to save the file as an Excel 2007 file, you will receive a warning that the Pivot Table will not work in previous versions of Excel

7. If Macros are not enabled in 2007 Versions of IDC Excel Table & Figure Tool and/or Pivot Table Template…
In the Office 2000 version of the Excel Table and Figure tool, the user is prompted to enable the macros each time the tool is opened
In the Office 2007 version, the Excel file will open without enabling the macros. The user is notified that macros have been disabled (as shown in red boxed area in below Figure)

8. Set Trusted Locations on your Hard Drive…
Identify trusted locations (folders) on hard drive. For example, a PS&T Production Coordinator may have three folders on his/her "C" drive to which they save and from which they access IDC Excel Table and Figure files: Corrections; Login; and Web Conversion.
From an Open Excel 2007 file, Click the Office Button found in the upper left-hand corner and select “Excel Options” found at the bottom.
Click “Trust Center” (left-hand side), then “Trust Center Settings” (bottom right).

9. Set Trusted Locations on your Hard Drive…(Continued)
Click on “Trusted Locations” (left-hand side), then “Add new location” (bottom right)
Browse to the folder on your hard drive and click OK
Indicate if subfolders should be included and click OK.

10. Converting an IDC Research Document from Word 2000 to Word 2007
To Convert IDC Research Template Files
Open the Word 2000 document in Word 2007.
Click the "Add-ins" tab and select "Document Conversion." If you do not see the "Document Conversion" button, click the small right arrow at the far right of the screen
Select "Save as Word 2007" to save the Template file in 2007 format.
Close the original file. Open the newly created .docx file from your hard drive, which ensures that the document is attached to the 2007 version of the IDC Research Template.
This process must be followed to ensure document is saved in the correct IDC Research Template and that all IDC Research Template functionality is active.

11. Converting a Non-template Word 2000 File to Word 2007
To Convert Non-Template Word Documents
Open the non-template Word document in Word 2007.
Click the Office Button and choose "Save As."
Click "Word Document" and choose "Word Document" in the "Save as type" field to save the file as a Word 2007 file (*.docx) or "Word Document (*.doc)" to save in earlier version

12. Converting an IDC Excel Table and Figure Tool from 2000 to 2007
There is no way to convert an IDC Excel Table and Figure File created in Excel 2000 to the Excel 2007 format.
User should create a new Excel 2007 file and copy and paste the data on the "Figure data" and "Table data" worksheets into the corresponding worksheets in the new Excel 2007 workbook.

13. Converting Office 2007 Files to Earlier Versions
To Convert IDC Research Template Files
Open the IDC research document in Word 2007.
Click the "Add-ins" tab and select "Document Conversion"
Select "Save as Word 2000" to save the Template file in the Word 2000 format.
IMPORTANT: User must have the Office 2000 version of the Research Template installed to save Word 2007 IDC research documents as Word 2000 files. If you do not have it installed, you can download it from:
For Non-Template Word Documents
Click the Office Button and choose "Save As" "Word Document" to save the file in the older format
Excel Files (Including IDC Table and Figure Tool)
Click the Office Button and choose "Save As" Excel Workbook.

14. Help, My Document Converter Button is Missing!
Click the Office Button, then choose "Word Options" on the bottom right.
Click "Add-Ins" in the left column.
Look at the list of items on the right. If the "DocConverter" is listed under the "Inactive Application Add-ins" section, then choose "COM Add-ins" in the "Manage" drop-down list at the bottom of the page and click "Go.“
Place a checkmark in the box next to "DocConverter" and click "Enable.“
If the "DocConverter" is listed under the "Disabled Application Add-ins" section, choose "Disabled Items" from the "Manage" drop-down list at the bottom of the page and click "Go.“
Place a checkmark in the box next to "DocConverter" and click "Enable."

15. User Opens a Word 2007 IDC Research Document and It Is Unreadable
Compatibility Pack for Users Who Do Not Have Office 2007
Users who do not have Office 2007 should download the Office 2007 Compatibility Pack before opening a Word 2007 IDC research document. The Compatibility Pack can be downloaded from:
IDC Employees:
Non-IDC Users:

16. User Cannot Open Word 2007 Research Document: Unable to Retrieve Metadata
Any user — both inside and outside of IDC — who opens IDC's research (Word 2007) documents must install a patch from Microsoft. This patch fixes a bug that causes our research documents to become corrupted. It's installed on all IDC managed equipment as part of the Office 2007 installation, but anyone else will need to install it.
IMPORTANT: If the patch is not downloaded and an IDC research document becomes corrupted, there is no way to retrieve the metadata. The IDC Analyst/Project Manager will have to revert to an older version of the document — or ask the IT Help Desk to detach the document from the template, which will allow the IDC Analyst/Project Manager to open the corrupt document and copy and paste the text into a new research document.
IDC employees and non-IDC users may download the REQUIRED metadata patch as shown on the next slide:

17. User Cannot Open Word 2007 Research Document: Unable to Retrieve Metadata (Continued)
Required Metadata Patch for Those Who Are Not Using Office 2007
IDC Employees who have not yet installed Office 2007
Non-IDC users who do not have Office 2007
Required Metadata Patch for Office 2007 Users
IDC Employees who have installed Office 2007:
Non-IDC users who are working in Office 2007:
Once the file has finished downloading, quit MS Word then double-click the file to run the installer.

18. User Cannot Activate Track Changes Function in Word 2007 IDC Research Document
If the track changes functionality is grayed out, it could be that the user:
Did not use the Document Conversion macro when converting a Word 2000 IDC research document to Word To Fix:
Save the file to your hard drive and then open in Word 2007
Use the Document Converter macro (on the Add-Ins Tab); select “Save as Word 2007”. The Word 2007 version of the Template is applied, and the file will be saved to your hard drive as *.docxx
Close the document
Go to your hard drive and rename the *.docxx file to *.docx
Open the newly created *.docx file
Created a new research document in Word 2007 but selected the Word 2000 version of the IDC Research Template (*.dot) instead of the Word 2007 version (*.dotm).
Converted a Word 2000 document into Word 2007 but did not close the original document and open the .docx version from his/her hard drive.

19. How Can I Tell Which Version of the IDC Template a Word 2007 File is Attached to?
Add-Ins Tab for a Document opened in Word 2007, but still attached to the 2000 version of the IDC Template:
Add-Ins Tab for a Document opened in Word 2007 and attached to the 2007 version of the IDC Template:

20. Help, I Can’t Find My Service In The Office 2007 Version of the Template!
Analysts should update their IDC Research Template once per month to ensure they are working with the most recent listing of Analysts, Service Names, etc.
Analysts working with 07 Template
Analysts working with 2000 Template

21. Ability to Save Documents as PDF files
IDC’s installation of Microsoft Office 2007 includes the capability of saving files as PDF’s. This should be installed as part of the rollout.
If you have received Office 2007 ahead of schedule and need to add the plug-in, download it from Microsoft at:
Once you have the plug-in, click the Office button then choose “Save as”. Then click "PDF or XPS". Next choose "PDF (.pdf)" in the "Save as type" field.

22. Resources Available to IDC Employees
IDC’s Office 2007 Training site contains additional information/resources:
Listing of Available Office 2007 Training
A Quick Reference Guide that provides a one-to-one exchange of IDC Research Template Commands in Word 2000 and Word 2007
FAQs