OTRS10 External OTRS Link Manual€¦ · The external OTRS link function is a Microsoft Office macro function for displaying OTRS analysis data in files created with Microsoft Office

External OTRS Link Manual

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External OTRS Link Function Introduction

Applicable systems Microsoft Office 2013 (Excel 2013, PowerPoint 2013, Word 2013) Microsoft Office 2010 (Excel 2010, PowerPoint 2010, Word 2010) Microsoft Office 2007 (Excel 2007, PowerPoint 2007, Word 2007)

The external OTRS link function is a Microsoft Office macro function for displaying OTRS analysis data in files created with Microsoft Office (Excel, PowerPoint, and Word) without opening and selecting OTRS menus. Links are implemented by setting up a command button containing OTRS launch information using Microsoft Office’s command button creation function. This manual provides a description of how to use the OTRS link function.

External OTRS Link Function

Copyright © 2016 Broadleaf Co., Ltd. All rights reserved. 3

1. Setting Up Excel

1. Launch Microsoft Excel 2013. The window on the right will open. 2. Click [Open Other Workbooks]

from the left sidebar. 3. Click [Options] from the sidebar. The [Excel Options] window will open. 4. Click the [Customize Ribbon]

option.

In this manual, we will use Microsoft Excel 2013 for our examples.

This procedure describes how to set up Excel to add command buttons and save macros.



5. Check the [Developer] check box under [Customize Ribbon].

6. Click the [OK] button. The [DEVELOPER] tab will appear on

the Excel window.



2. Changing the Macro Security Setting

1. Click the [DEVELOPER] tab. Excel will switch to the [DEVELOPER]

menu. 2. Click [Macro Settings] from the

[DEVELOPER] menu. The [Trust Center] window will open. 3. With [Macro Settings] displayed,

click the [Enable all macros] radio button.

4. Click [Trusted Locations] from the

[DEVELOPER] menu. 5. Add the trusted location (i.e., the

folder where created files are saved).

6. Click the [OK] button. The security settings will now be

updated.

Be sure to create your Excel files in the location added under [Trusted Locations].

Use [Add new location...] to add new trusted locations.

A Microsoft Office macro (VBA) sets the [Launch OTRS] button. Macros may not run however, depending on your Microsoft Office security settings. In this case, please change your security setting as follows.



3. Creating a Launch OTRS Button

1. Open the Excel file for the embedded button.

2. Click the [Insert] button from the

[DEVELOPER] menu and click on the [Command Button] icon under [ActiveX Controls].

3. Draw a box where you want the

button. The command button will be pasted in

the box.

(i) Pasting a button

When a series of white dots are displayed around the command button, Excel is in Design Mode. In Design Mode, you can move the command button, change its name, view the corresponding macro (VBA), enter macros, and set other properties.



(ii) Changing the button‘s appearance

1. Right-click on the command button.

2. Click [Properties]. The [Properties] window will open. 3. Enter a title for the button in the

[Caption] field. The name in the command button will

change. 4. Click the [Design Mode] button. The changes to the command button

will be saved.



4. Setting the Macro (VBA)

1. When in Design Mode, double-click on the command button.

Microsoft Visual Basic for Applications

will launch and [Sheet1] will open with code like the following.

(i) Launching the macro (VBA)

If the [Project] field is hidden, click [Project Explorer] from the [View] menu to display the [Project] field.

(ii) Importing the office link file

1. Click [Import File...] under the [File] menu.

2. Import the supplied

Otrs10_start.bas file. After importing Otrs10_start.bas, the

[Modules] folder will be added.

In this step, import the file containing the OTRS call options. (Refer to Readme_jp.txt on the installation media to find where the file is stored.)



3. Open the supplied Otrs10_Start_Button.cls file in Notepad or WordPad.

The code contained in

Otrs10_Start_Button.cls will be displayed.

(iii) Copying a line of the imported file’s code

1. Copy the line Call Start_Otrs(1) displayed in the code.

(iv) Pasting the copied line 1. Paste the copied line of code

between Private Sub

CommandButton1_click() and End Sub on Sheet1 in Microsoft Visual Basic

for Application. 2. Change the “1” in the pasted Call

Start_Otrs(1) line to the data number of the file you want launched in OTRS.

3. Click the [Save] button to complete

the created macro.

The “1” in Call Start_Otrs(1) is the Data No. displayed in OTRS Explorer. Change this number to the number of the data you want displayed. (See Step 2 in Section iv below.)



The window on the right will open. 4. Click [No]. The [Save As] window will open. 5. Navigate to the previously set

trusted location. 6. Enter a file name and select Excel

Macro-Enabled Workbook (*.xlsm) for [Save as type].

7. Click the [Save] button. The Excel file with the macro will be

saved.

If the file is not saved in the trusted location added in Procedure 2. Changing the Macro Security Setting, the OTRS call will not work.



1. Return to the sheet and exit Design Mode.

2. Click on the created button.

OTRS will launch with the

selected analytic data.

5. Launching OTRS



Once a button has been deleted, pasting a button again will create a button with the same name.

You do not need to import the supplied Otrs10_start.bas file when adding subsequent buttons.

6. Adding and Deleting Buttons

1. Click on the button and reveal the code.

Modify or delete the code as you would with a word processing program.

After deleting the button, deleting the unneeded Excel VBA code will not cause any problems.

(ii) Deleting a button

(i) Adding a button

Refer to Procedure 3. Creating a Launch OTRS Button to add a command button to the same sheet or another sheet.

After deleting a button from a sheet, the code created with the macro (VBA) will remain.

Notices

(1) Information in this manual may not be copied or otherwise reproduced, in whole or in part.

(2) Information in this manual is subject to change without notice.

(3) Please contact BroadLeaf Co., Ltd. if you find an error or omission in this manual. Contact information is provided on the back page of the publication.

(4) BroadLeaf Co., Ltd. assumes no responsibility or liability for losses arising from the application of this manual, even in the event of errors or omissions as described in Item (3) above.

July 25, 2016 First Edition

BroadLeaf Co., Ltd. Glass Cube Shinagawa 8F, 4-13-14

Higashi-Shinagawa Shinagawa-ku, Tokyo, Japan 140-0002

(+81) (0)3-5781-3316

External OTRS Link Manual

Trademark Notice Microsoft, Excel, PowerPoint, and Visual Basic are registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other product names and symbols appearing in this document are copyrighted, trademarks, or registered trademarks in the country of their respective companies. Trademark and Registered Trademark symbols have been omitted from product names in the text.

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OTRS10 External OTRS Link Manual€¦ · The external OTRS link function is a Microsoft Office macro function for displaying OTRS analysis data in files created with Microsoft Office