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HOW To: Change a Narrative Template

ACES provides the ability to create Microsoft Office Word 2003 documents that are integrated with the ACES Control Environment. By default, the document contains generic header and footer information that you may want to customize. The "How To" outline the process for customizing, what is commonly referred to as, a narrative template.

Figure 1: Unprotect Dialog

Locating the Narrative Template

By default, all narrative templates are located in the directory, C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\LAYOUTS\SOX\TEMPLATES.

Note: To perform this operation you must have Microsoft Office Word 2003. If the server does not have Word installed you will need to create a copy of the process.doc to a machine with Word 2003 installed

Unprotect Process.doc

1. Located the document process.doc
2. Create a backup copy of the file called process.org
3. If you are using Word on a machine other than the server, create a local copy of process.doc.
4. Right-click on the process.doc you are working with and select Edit
5. Once Word open, click Tool…Unprotect Document
6. When prompted for a password, type in Secure. ACES uses this password simply to prevent the user from accidentally changing a file. It does not provide any true security and changing this in not supported.
7. Click OK
8. Process.doc is not unprotected and you are free to make changes. Once you have made the required changes you will need to perform the steps in the section Protect Document.

Note: You must perform the steps in Protect Document to ensure proper functionality

Important: The XML tag of Narrative must be a part of the document or editing narratives will not work. Removing the Narrative tag is unsupported

Protect Document

After you have made the required changes to the process.doc file, you will need to use the Protect Document feature of Microsoft Office Word 2003 to ensure proper functionality. The following is a step-by-step process for protecting process.doc

1. From Microsoft Office Word 2003, select the region of editable text between the 2 Narrative tags. See screenshot below. Note, if you have ACES Narrative Composer installed you will receive a error that states Value cannot be null. This is expected and you can ignore the error. For more information refer to the article Editing XML Data with Microsoft Office Word 2003 and Microsoft Office Excel 2003 at http://msdn.microsoft.com/en-us/library/aa159889(office.11).aspx

Figure 2: Selecting the editable region of process.doc

1. Click Tools…Protect Document
2. Click Yes, Start Enforcing Protection
3. In the Start Enforcing Protection dialog, you must enter the password of Secure in the Enter new password and Reenter password to confirm
4. Click OK
5. Click File…Save

Figure 3: Start Enforcing Protection

Additional Steps

If you created a local copy of process.doc you will need to copy it to each Front End Server.

1. Copy process.doc to the directory C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\LAYOUTS\SOX\TEMPLATES
2. Repeat step 1 on each Web Front End