Event 1 Knowledgebase

Background

When opening an Excel workbook or creating a new workbook from a template, macros may be disabled depending on your macro security settings in Excel.  This may disable certain functionality of the workbook.

Resolution

This article is not intended to provide complete information on the topic of Excel macro security or to provide a definitive answer for your specific security needs.  For a more thorough understanding of macro security in Excel, we recommend reading the following topic on the Microsoft Office website:
http://office.microsoft.com/en-us/excel/HA011189901033.aspx

Most users of Event 1 Office Connector find that the following steps meet their Excel macro security needs:
1.  Start Excel
2.  Click the Tools menu, click Macros, and click Security.  The following window will be displayed.  Excel's default security level is set to "High".
    
3.  Click Medium
4.  Click OK
5.  Open your workbook.
6.  When the Security Warning window displays, click Enable Macros to allow macros in your workbook to run:
    


Notes

• Trusted Publishers - When the Security Warning window displays, if the workbook you are opening contains macros that are digitally signed you will see a checkbox entitled "Always trust macros from this publisher" (as shown above).  Checking this box will enable macros for all other workbooks signed by the publisher without displaying the Security Warning window.  Many prebuilt templates from Event 1 Software contain macros with Event 1 Software's digital signature.  Making Event 1 Software a trusted publisher will allow you to more easily enjoy the functionality of these templates.
• High Security - If you only plan to use workbooks that contain digitally signed macros, you can leave your macro security level set at "High".  This setting disables all macros except for those that are digitally signed by a trusted publisher.  The first time you open a workbook containing macros that are digitally signed by the publisher; you can check the box entitled "Always trust macros from this publisher" (as shown above) to automatically enable macros from the publisher in the future.
• Low Security - Event 1 Software does not recommend that you set your macro security level to "Low".  Doing this enables all macros to run in any workbook that you open.  This is potentially dangerous if you open a workbook that contains a virus (in the form of a macro built for malicious purposes).