WORD INTEGRATION EXPRESS INSTRUCTIONS

These instructions were setup for the Power Broker user that has already participated in the word integration process and needs a list to follow to ensure nothing is missed, as well as the user that would like to try these instructions first rather than going through a twenty two page instruction manual. Should you get stuck in these instructions, please also look at the "more defined" Word Integration manuals that are suited to your Microsoft Office environment.

Please print and follow along step by step of the next few procedures.

If you are setting up a new user, you will first need to have everyone exit Power Broker and then run the Utilities, Pack and Re-index first before you proceed.

STEP 1 - SETTING UP MICROSOFT WORD
Close all programs
Click START, PROGRAMS and then open Microsoft Word.

MR. CLIP IT
Mr. Clip It (Animated Help Icon) should launch within 10 seconds of opening Word.
If not:
A) Word97 Users should see a "?" mark on the right hand side of their screen. Click it to open.
B) Word 2002 and XP users would go to HELP in the top menu, and then "Show Office Assistant".
Important: If you do not have Mr. Clip It installed, then you will need to use your Microsoft Office CD and install this feature.
Tip: You can place your mouse over Mr. Clip It and choose "HIDE" to hide Mr. Clip It.
Close Word.

MACROS
A) Word97 users should click Tools, Options, General, and the third last question that talks about Macros should NOT have a check mark in the box provided.
B) Word 2000 and XP users should click on Tools, Macros, Security, and set it to LOW.

Close Microsoft Word.

STEP 2 - SETTING UP YOUR ODBC DATA SOURCES
Windows 95/98 go to START, SETTINGS, CONTROL PANEL, and ODBC DATA SOURCES (32 bit).

Windows 2000/ME go to START, SETTINGS, CONTROL PANEL, ADMINISTRATIVE TOOLS, and DATA SOURCES.

Windows XP go to START, CONTROL PANEL, ADMINISTRATIVE TOOLS, and DATA SOURCES.

On the USER DSN tab, under the NAME row, if you have any called DBASE, click once on the name DBASE, then click REMOVE, then click YES. If you have another DBASE (there are sometimes 2 DBASE drivers installed) under the NAME row, then repeat the same procedure of REMOVING them.

If you have one called "FOXPRO FILES", then please delete this one as well.
The main one we are looking for is "FOXPRO FILES - WORD". If you do not have this one, please click here www.power-broker.com/wdvfpdsn.htm to the Header Record Deliminator download page, and install the file that's on this website page. Return to your Data Sources and delete the Dbase files.

STEP 3 - SETTING UP YOUR USER PREFERENCES
The next step is to log into Power Broker as the user that sits at this desk. If you log into Power Broker as the administrator, you are only configuring the administrators password, and not the staff members. If your sitting at Jacks desk, then use Jacks Power Broker I.D.. If your sitting at Jills desk, then use Jills Power Broker user I.D..

Now that you have logged into Power Broker as the user, go to TABLES, USER PREFERENCES.
Change the WORD PROCESSING SOFTWARE to WORD97.
Click the BROWSE button located on the right.
In the DRIVE box, always choose C:

Browse to C:\PROGRA~1\MICROS~1\OFFICE and then find Winword.exe on the left box.
If you can not find Winword.exe in this location, try browsing other MICROS folders for the OFFICE folder or review the "Windows FIND" feature listed at the bottom of this page to help you find

Folder and file names are abbreviated, so something like PROGRAM FILES would actually look like PROGRA~1 or another example would be MICROSOFT OFFICE would be MICROS~1.
C:\PROGRAM FILES\MICROSOFT OFFICE\OFFICE\WINWORD.EXE would actually look like:
C:\PROGRA~1\MICROS1\OFFICE\WINWORD.EXE

Once you browse into the sub folders, you will find WINWORD.EXE in the alphabetically in the left window.
Double click this file and click "Return" at the top right of your Power Broker screen to exit to the main Power Broker desktop.

STEP 4 - SETTING UP YOUR TEMPLATE
It is imperative that you test each template per user, per workstation, before you use the Word Integration from a CUSTOMER or POLICY menu. Sitting at Jacks desk, logged in as Jack, you would need to open each template that Jacks is going to use to ensure that there are no errors or integration problems.

From the main Power Broker desktop, click FORMS, CREATE OR EDIT WORD97 DOCUMENTS.
Rest your mouse over the first document in the list, click on it, then click SELECT, then EDIT, then PROCEED.

If you receive a "Data Source Name Not Found, No Default Driver Specified" error, don't panic. The rule of this error is click the left button, then the right, then the left. You may get this error on all of your templates in the initial setup, so remember, click left, then right, then left on Remove data header source.

If you get a "Choose Data Source" box and it asks you to choose "Foxpro Files" or "Foxpro Files - Word", then choose the "Foxpro Files - Word". Later on, repeat STEP 2, and REMOVE the "Foxpro Files" driver, but leave the "Foxpro Files - Word". The integration has too many options, so removing that one will get ride of that error.

TECH TIPS
Should you get an ISAM Error, click here and follow these instructions.
Word Integration ISAM Error Fix

If you get a Word Integration Header/Record Deliminator Error, click here and follow these instructions.
Word Integration Header/Record Deliminator Error Fix Link

If your are missing the Microsoft Foxpro VFP Driver, then please click and follow these instructions.
Word Integration Office XP patch
InstMsi.exe and VFPODBC.MSI

Windows Terminal Server users should give users full read/write permissions to c:\windows\temp directory.

Finding Winword.exe
With your mouse, click on START, FIND OR SEARCH, for FILES OR FOLDERS and do a search for WINWORD.EXE on your C: drive. Once you find the path, write it down and close this window.

Data source name not found and no default driver specified ERROR Message
Click "OK" , and then "OPTIONS", and then "REMOVE DATA/ HEADER SOURCE".

January/2004 Update <--- PLEASE READ
Choosing what template category you fall into is really important right from the start.
Please review the four different scenarios and follow the instructions provided by clicking here.

Word Integration Errors

One moment please...
Although attempts are made to make the information in these bulletins accurate and understandable, they are only a guide. Any time you are making changes to Power Broker or to Windows, there is a chance of things going wrong. If you feel something is beyond your abilities or just not quite clear, contact our technical support department or get someone with computer experience to help you.

Error Message

Solution

"Opening This Will Run the Following SQL Command" Message When You Open a Word Document Error message Microsoft Office 2003

This problem has occurred on a workstation that has Microsoft Office 2003 installed and has attempted to integrate Microsoft Word with
Power Broker's Microsoft Word Integration.
Click here www.power-broker.com/wordsqlerror.htm for more details. Reboot.

Microsoft Word - ODBC Error Visual FoxPro Driver Cannot Open File \bro\word97 Return Code: SQL_ERROR

Start, Settings, Control Panel, Administrative Tools, Data Sources ODBC, User DSN Tab, click on Foxpro files - Word and then click Configure, and then change to Free Table Directory.

Terminal Server Word Integration Administrative Rights - Permissions

It has been reported by one of customers (March 2004) that should you be in a terminal server environment, and wish to use the Microsoft Word Integration with Power Broker without giving staff members administrative rights, you can give everyone read/write permissions to the c:\winnt\temp(s) directory on the server. In the past, Word Integration network users needed full administrative permissions for the Word Integration to work.

Terminal Server - Microsoft Word Integration
Mr. Clipit does not stay open when running Power Broker Microsoft Word Integration

Open Windows Explorer and navigate to c:\winnt or c:\windows and then right click on the temp directory and under properties and then security, give the users that belong to the group access with full permissions. Log out of your terminal server user, then log back in and then try your document again

Microsoft Word Integration - Office 2003
Toolbar missing when you run Word Integration

Verify if you have Adobe Acrobat version 6.0 on the machine. If so, browse in windows explorer to
C:\Program files\office 11\ and see if you have two folders called Startup and XLStart. Look and see if you have PDFmaker.dot or PDFmaker.xlt in this directory. If so, cut and paste this file to a C:\MyDocuments\Backup folder and then try your word integration again.

Wordgen Error
Word97 Integration Setup

Create File folder (Using User's initials) in Windows Explorer in the bro dir. Fox and Pack

Error # 1405
Err Msg:Run/!Command failed
Program with error: WORDFORM

Pack and reindex or ensure that your Define your
Company Information, Software Directory matches the "Start In" line of the Power broker icon, or browse the winword.exe in the Tables, User Preferences menu. Goto Start, Programs, and look to see if you have Microsoft Excel installed. Test with another user and a new document.

Word Integration Document Printing over and over and over

Close Outlook and / or say "No" to use Word as your email editor

Error 12
Variable CBAL not found
Printing Word Docs

Create a new Word Template and try again. This error has been associated with clients jumping from a really old version. Ensure that you have WINFORMS.DBF in your \bro directory. Download and re-install most recent upgrade.

Word Integration - Settings.dbf does not exist

\bro\word97\settings is missing, or Utilities, Define Your Company Information, Software Directories has been not defined correctly. Change the drive letter to reflect the path you have to your \bro directory. Should you be at the server, you would need to either map with the same drive as the workstation, or use the substitute command. Contact Tech Support for this procedure.

Error 202 - Invalid path or filename

Ensure that Utilities, Define your Company Information, Software Directories drive and directory information reflects the Target line of Right clicking over your Power Broker Icon, Properties, Shortcut. Setting up Word Integration on the server will need special attention so please contact our office for help (Subst command or mapping server to itself to match workstations. The filename you used does not fit the "8 Character or less, no spaces, and no symbols" rule when naming a new document. Create a folder in the \bro that would match a users code or do the pack and re-index which would create the folder automatically.

Error 36 - Upgrade Error
(Your upgrade is fine, but you WILL need to follow these next few steps so you do not get this error again)

OR

Error 12
Variable DTLIC3 not found, WORDFORM

Hit Escape on this error. Log into PB and go to Forms, Delete Custom Form Letters. This is a good place to look for any documents that have a name that's longer than 8 characters or contain symbols other than and underscore (_) or that have a space in front of the form name. Exit the delete screen, duplicate the documents you wish to keep with another name that fits the 8 alphanumeric characteristic attributes and then go back and delete them. Once deleted, go to Utilities, and then "MS Word Document Structure" option and proceed.

Word Integration asks to "Save" the document in a Customer or Policy screen to a specific location and does not automatically do it on it's own.

Ensure that you have a \bro\word97\docs folder. If not, then please make one and try again.

Open Database Connectivity Error Word97 Integration Error		Usually related to the Header Record error. Please click on the here to review the download and installation of a possible solution.
Word asks to save back to the hard drive when saving the document and doesn't do it automatically		Check in Forms, Create or Edit Word docs, and look at the Edit screen to see if it says to save to the customer as 'N'. Change to 'Y'.
Visual Foxpro Driver ODBC Data source needs to be upgraded first message - Word Integration		A few customers have experienced that in the ODBC Data sources, that Windows for some reason does not realize that there already is the updated VFPODBC.MSI installed and keeps asking for it to be upgraded. When you try and configure, add, or delete foxpro files - word , it gives you this message. One work-around was to go into Add/Remove Programs, and uninstall the Visual Foxpro ODBC Data source and then it allows you to delete the Foxpro Files - Word from the data sources, and then allows you to add it back again.
Word Integration 'File Save As' 'Cannot write to a read only file' error message		A customer reported having fixed this problem by uninstalling 'Bit Defender' which is a third party Trojan/Anti-Virus product. The customer then re-installed Bit Defender and then un-checked a setting in the program that mentioned something like 'Scan Accessed Files' and was ok after that.

Here is the really short version of your integration goal:
1) In Word, macros set to low or unchecked
2) Mr. Clip-it is installed
3) Foxpro Files - Word is in your Data Sources
4) DBase Files and Foxpro Files(without word) is NOT in your Data Souces
5) You browsed to Winword.exe as the Power Broker user sitting at the desk that you are sitting at and not as another user.
6) From the main Power Broker desktop, go to Forms, Create and try launching one of the documents in your list. If you have done everything right, then you would simple click on 'OK', then 'SAVE', then 'OK' and Power Broker will be returned to your list.