Created Outlook integration (textile)

2026-03-12 15:42:37 +01:00 · 2011-07-16 08:46:40 -07:00 · 2011-07-16 08:46:40 -07:00 · 1f1feb3379
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+h1. Microsoft Outlook/Tracks Integration
+
+h2. Features
+
+* Create a new Tracks todo directly from Microsoft Outlook.
+* Inserts an 'Add to Tracks' option in the right-click context menu for email items. 
+* A popup dialog box allows the context and project of the item to be set.
+* Uses the RESTful API.
+
+h2. Requirements:
+
+Outlook 2003 (tested).
+Outlook 2007 (tested).
+
+h2. Todo:
+
+Due By/Show From
+
+h2. Author
+
+Greg Jarman. 
+
+I'm not a VBA coder - No guarantees on this software. I hope it works for you.
+
+h2. Installation:
+
+h3. Download Required Files
+
+1. Download the file: [url=http://www.users.on.net/~greg_jarman/TodoForm10.zip]TodoForm10.zip[/url]. Unzip the contents to a temporary directory - which can be removed after the import in the next step.
+
+h3. User Form Creation
+
+2. Open Outlook. Go to the Tools menu, select Macro->Visual Basic Editor.
+3. The Virtual Basic Editor will open.
+4. Select File->Import...
+5. Import the TodoForm.frm file.
+6. Verify that you have a new item created under the Forms folder in your Project window.
+
+h3. User Form Configuration
+
+7. From the Project box, expand Forms.
+8. Right-click TodoForm and select View Code.
+9. Edit the file and set appropriate values for the following things:
+
+* sURL: The address of your tracks installation.
+* sUsername: Your tracks username.
+* sPassword: Your tracks password.
+* sProxy: If required, configure the address and port of your proxy server. Otherwise, leave it blank.
+
+h3. Outlook Integration
+
+10. Still in Visual Basic: From the Project box, expand "Microsoft Office Outlook" to find "ThisOutlookSession".
+11. Right-click ThisOutlookSession and select "View Code".
+12. If you have anything existing in there called 'Private Sub Application_Startup()' STOP NOW and seek expert advice. Continuing may interrupt access to pre-existing customisations already present in your Oulook configuration.
+13. Otherwise, copy and paste the following into the Window:
+
+[pre]
+
+' greg jarman   20080821   v1.0     initial version
+'
+'
+
+Option Explicit
+
+Private WithEvents explorer As Outlook.explorer
+Private WithEvents mailItem As Outlook.mailItem
+
+Const MENUITEM_TEXT = "Add To Tracks..."
+
+Private Sub Application_Startup()
+  ' CheckLibrary
+  
+  Set explorer = Application.ActiveExplorer
+  Application.ActiveExplorer
+End Sub
+
+Public Sub mailItem_CustomAction(ByVal Action As Object, _
+      ByVal Response As Object, ByRef Cancel As Boolean)
+  Select Case Action.Name
+    Case MENUITEM_TEXT
+      TodoForm.DescriptionTextBox.Text = mailItem.Subject
+      TodoForm.NotesTextBox.Text = mailItem.Body
+      TodoForm.Show
+      Cancel = True
+    Case Else
+  End Select
+End Sub
+
+
+Private Sub explorer_SelectionChange()
+  Dim selectedItem As Object
+  
+  For Each selectedItem In explorer.Selection
+    If selectedItem.Class = olMail Then
+      Dim newAction As Outlook.Action
+      
+      Set mailItem = selectedItem
+      Set newAction = mailItem.Actions.Item(MENUITEM_TEXT)
+      If newAction Is Nothing Then
+        Set newAction = mailItem.Actions.Add
+        newAction.Name = MENUITEM_TEXT
+        newAction.ShowOn = Outlook.OlActionShowOn.olMenu
+        newAction.Enabled = True
+        mailItem.Save
+      End If
+    End If
+  Next
+End Sub
+[/pre]
+
+h3. Outlook Macro Security
+
+14. Close the Visual Basic editor window.
+15. From the main Outlook menu, select Tools->Macro->Security. Ensure the Security Level setting is on Medium. You'll be prompted when a macro wishes to run, see below for an optional change to remove this warning.
+
+h3. Testing Outlook Integration
+
+16. Close Outlook and reopen it.
+17. Select Enable Macro to allow the Tracks macro to start up.
+18. Right click a mail message and select 'Add To Tracks...'
+19. Edit the fields, and hit 'Add Todo'
+20. Verify the new item is visible in your Tracks browser interface.
+
+h3. Self-signing the Macro
+
+It is possible to sign the VBA code in order to prevent the Macro Security warning popups whenever you start Outlook. This section is optional - the functionality of the addon is not otherwise enhanced by this change.
+
+# Browse to Program Files\Microsoft Office\Office folder (Office12 for a 2007 installation).
+# Locate a program called 'selfcert.exe'. If it is not present you'll need to rerun office setup and add [b]Digital Signature for VBA Projects[/b] from the [b]Office Tools[/b] section.
+# Execute selfcert.exe.
+# Type your name into the field provided. This will generate a self-signed certificate for you, you can look it up in Control Panel->Internet->Content->Certificates.
+# Next, open Outlook and go to Tools->Macro->Visual Basic Editor.
+# Go to the Tools menu, and select Digital Signature.
+# Press the Choose button, select your new certificate from the list and hit okay.
+# Close Outlook and re-open it. You may be prompted to trust the certificate the first time you use it, but after that you should not see any further security warnings on startup.