control.doc

About Control.doc

Control.doc is the name of a file, containing Microsoft Visual Basic programming, which performs the merging of Callista data into Microsoft Word documents. This file is used by correspondence creation processes throughout Callista. Examples are Admission letter production and production of academic transcripts.

These processes rely on the existence of templates which specify the layout of the correspondence and the Callista data elements to be included in them.

For release 1.4.2 (and later releases) of Callista, it is possible to specify the physical location of templates and the location to which merged files are saved. This allows for central design and management of templates and central storage of merged files. For example, the set of templates can be maintained on a file server accessible by all authorised staff. Updating a template makes the change immediately available to all those staff. It also allows individual workgroups to manage their own templates and output destinations by configuring control.doc to their specific situation..

Setting the Template and Output File Locations

Template and Output file locations for system generated correspondence are maintained in the control.doc file. Control.doc must be copied to (or exist in) the client's C:\tmp directory.

To edit control.doc

Locate control.doc in the client C:\tmp directory.

While holding down the Shift key, double click on control.doc. Continue to hold down the Shift key.

A macro warning is displayed. Click on Enable Macros.

The Reports Word Templating System screen is displayed. Release the Shift key only after this screen has displayed for 3 or 4 seconds. (Failure to hold the Shift key for sufficient time may result in errors later in this process)

From the Tools menu, select Macro/Macros.

Highlight the Auto Open macro and select the Edit button.

If the Project Explorer is not displayed on the left side of the screen, select Project Explorer from the View menu.

In the Project Explorer window, expand the Modules folder and double click SiteConfig.

Do not modify the conWorking directory. This should be set to c:\tmp.

Modify the conSaving directory entry to point to the directory where the merged correspondence files are to be saved. E.g. to a regularly backed up or widely accessible (by authorised staff) machine. Note the required format of directory paths in the 'comments' in the control.doc file.

Modify the conTemplate directory to point to the directory where your Callista Word templates are stored. E.g. to a widely accessible (by authorised staff) machine.

Save and Exit control.doc.

Last Modified on 12 May 1999