From 1f1feb33790c6ba86ca7666361df4b0a0de00202 Mon Sep 17 00:00:00 2001 From: bsag Date: Sat, 16 Jul 2011 08:46:40 -0700 Subject: [PATCH] Created Outlook integration (textile) --- Outlook-integration.textile | 135 ++++++++++++++++++++++++++++++++++++ 1 file changed, 135 insertions(+) create mode 100644 Outlook-integration.textile diff --git a/Outlook-integration.textile b/Outlook-integration.textile new file mode 100644 index 0000000..668d310 --- /dev/null +++ b/Outlook-integration.textile @@ -0,0 +1,135 @@ +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. \ No newline at end of file