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Thread: Signing macros in templates

  1. #1

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    Resolved Signing macros in templates

    I created a template for an invoice with a macro to set the invoice number on printout. I signed the macro with a certificate I created with selfcert.exe.

    The macro runs well. But when I set the macro security level to high the following happens:

    1. When creating a new document based on the invoice template the macro is activated.
    2. When I save the document and open it again the macro is not activated.

    Any suggestions how to manage that the macro works after saving the document and opening it again?

    I'm using office XP.
    Last edited by zeneri; Oct 15th, 2004 at 04:18 PM.

  2. #2
    Superbly Moderated NeedSomeAnswers's Avatar
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    Are you using WORD ??,

    do you know that when you copy a Template, depending on how you copy it you will not always be copying the Macro code with it !

    Check the Copied document you have made is the Macro code in it the same as in the Master Template ??

  3. #3

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    Yes, I'm using WORD.

    When I look in the project explorer, I can see the macro code.

    When I set the macro security level to medium and open the created document, WORD asks if I want to activate the macros. When I activate them everything works well.

    I only got a problem when I set the security level to high.

  4. #4
    Superbly Moderated NeedSomeAnswers's Avatar
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    Right,so it seems then that although the original Macro is Digitally Signed the copied one for what ever reason is not.

    Are the names of the copied document & Macro, the same names as the Original master versions ??

    It maybe that you have to Digitally Sign each new version of the macro, could this be automated ?

  5. #5

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    You're right. That's what it seems like.

    When you create a document based on a template, the macros are not copied to the new document. They are just referenced. The project explorer shows:

    !-normal
    !
    !-project (Doc1)
    ! --- Microsoft Word Objects
    ! ! !----ThisDocument
    ! !
    ! !-References
    ! !---- Reference to Invoice.dot
    !
    !-TemplateProject (Invoice.dot)
    ! --- Microsoft Word Objects
    ! ! !----ThisDocument
    ! !
    ! !-Forms
    ! !---- frmInvoiceData

    The macro code is located in Invoice.dot->Microsoft Word Objects->ThisDocument.

    I digitally signed the TemplateProject (Invoice.dot)

  6. #6
    Superbly Moderated NeedSomeAnswers's Avatar
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    Is thier a particular reason that you need to use the digital signatures ??

    I gave up before i even started really as it just seemed like a lot of hassle, with exactley the kind of problems you are experiencing now !

  7. #7

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    The reason is just to keep the security level at high (allow just trusted signed macros). I'm trusting my own written macros.

    But you're right. I've spend hours over hours on this problem.
    Last edited by zeneri; Sep 27th, 2004 at 11:14 AM.

  8. #8
    Ex-Super Mod RobDog888's Avatar
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    Is your digital signature a "Trusted Certificate" ?

    My thread in Code Bank may help you.
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  9. #9

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    Yes it is. My problem is, I've NO problem with the certificate when using the template. I've the problem, when I create a document based on a template. My macros are disabled when I open this new document again.

  10. #10
    Ex-Super Mod RobDog888's Avatar
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    What is your Macro Security level set to?
    Also, Is you Cert. installed in the root certificate store?
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  11. #11

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    What is your Macro Security level set to?
    The macro security level is set to high.


    Also, Is you Cert. installed in the root certificate store?
    Yes it is. Because everything works well, when I open the template, but not when opening a document based on the template, it seems to be that the certification of the macro code is ignored, when opening the document.

    I've got no idea how to manage this. May be you could try if you can reproduce the behaviour.

    Could you just create a template with the following code and sign the code:
    VB Code:
    1. Private Sub Document_New()
    2.   MsgBox "new"
    3. End Sub
    4.  
    5. Private Sub Document_Open()
    6.   MsgBox "open"
    7. End Sub

    When the macro security level is set to high and I create a new document based on the template, than the "new" appears. When I save the document and open it again I would expect the "open" to appear. But it does'nt. When I now set the security level to medium and open then document, allow macros to be executed, then the "open" appears.

  12. #12
    Ex-Super Mod RobDog888's Avatar
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    Cool

    Ok, I got it to work. What you need to do is set the "Always trust
    macros from publisher"...


    Modify the list of trusted publishers for macros
    Security Because macros can contain viruses, be careful about
    running them. Take the following precautions: run up-to-date
    antivirus software on your computer; set your macro security
    level to high; clear the Trust all installed add-ins and templates
    check box; use digital signatures; maintain a list of trusted
    publishers.

    To perform these procedures, you must have Microsoft Internet
    Explorer version 4.0 or later installed on your computer.

    Do one of the following:

    Add a macro developer to the list of trusted publishers

    If you haven't already done so, set the macro security level to
    Medium or High.

    How?

    On the Tools menu, click Options.
    Click the Security tab.
    Under Macro Security, click Macro Security.
    Click the Security Level tab, and then select the security level you
    want to use.
    Open the file or load the add-in that contains macros certified by
    the macro developer that you want to add to the list.
    In the Security Warning box, select the Always trust macros from
    this publisher check box.
    Note If the Security Warning box does not display the Always
    trust macros from this publisher check box, the macros are not
    digitally signed. You cannot add this macro developer to the list of
    trusted sources without a digital signature.

    Remove a macro developer from the list of trusted publishers

    On the Tools menu, click Options, and then click the Security tab.

    Under Macro Security, click Macro Security.
    Click the Trusted Publishers tab.
    Click the source you want to remove from the list.
    Click Remove.

    If you dont get the warning message you can not enable the
    macros to run.





    Whenever I create a new document from the template with the
    macros in it, I get the new message box.

    HTH
    Attached Images Attached Images  
    Last edited by RobDog888; Oct 11th, 2004 at 11:51 PM.
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    Thanks for testing my problem.

    Allright so far. I've done all the steps you mentioned. I get the "new" message box every time I create a new document based on the template. But I never get the "open" message box when I saved one off these documents and opened it again.

    Do you get the "open" message box?

  14. #14
    Ex-Super Mod RobDog888's Avatar
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    No prob. Now that I think about it, no I didnt get the open message
    box. Maybe because this is based off of a template and not an
    actual document we may need to add so kind of class to attact to
    the open event? I know I have a couple of event demos around
    the forum for both Word and Excel. Try a search.


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  15. #15

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    I get the event (and the "open" message box) when I set the macro security level to medium. I think the problem is, that the macro in the saved document is'nt signed anymore. And I don't know how to ensure that not only the macro in the template but also the macros of the documents based on the template are digitaly signed.

  16. #16
    Ex-Super Mod RobDog888's Avatar
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    Ah, I see said the blind man.

    Yes, that is the new problem. The new doc based off of the
    signed template is not being saved with the signing so the macro
    security can be left at high and still run. Maybe there is a way to
    programmatically sign the new doc. Let me look into it and test
    later today. Getting ready to go to meeting on new potential
    project.
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  17. #17

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    I have to leave for two days. cu on friday again.

  18. #18
    Ex-Super Mod RobDog888's Avatar
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    Ok, figured it out.
    When you create a template, sign it, save it, and then create a
    new document off of the signed template, the new document will
    run the macros in the template without any issues because the
    new document has a reference to your template which is signed.

    The problem appears when you add any code to the spawned
    document it breaks the trust and the template's macro code will
    no longer run. I dont know if you are modifing or adding macro(s)
    to the actual document, but this is the only way I was able to
    break the trust. Otherwise the events in the spawned document
    ran just fine.

    HTH and see you in two days.

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  19. #19

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    That was a good hint. I just started from scratch a new template. And that one works as expected. I'm now going to add all the original functionality and hope that will solve my problem.

    Thank you!

  20. #20
    Ex-Super Mod RobDog888's Avatar
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    No prob. Let me know if you get it completely working or not.
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  21. #21

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    I just added a textbox control to the document. And now I have the problem again. Even if I remove the certificate and add it again.

  22. #22
    Ex-Super Mod RobDog888's Avatar
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    To the "Document" or to the "Template"?
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  23. #23

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    Sorry, to the template.

  24. #24
    Ex-Super Mod RobDog888's Avatar
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    Let me create a template and sign it so I can test you scenerio. I
    didnt save the one I made before. Be back.
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  25. #25
    Ex-Super Mod RobDog888's Avatar
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    I could not replicate the errors.

    I created my template with the previous code in this thread. Then
    I signed it. Closed it, ran it, did not save the document. Then I
    opened Word and browsed to my template and opened it. Made
    some changes by adding a textbox and command button. Added
    code behind them to msgbox the contents of the textbox when
    the button is clicked. Saved it as a "Template" again. Closed
    Word completely down. Then double-clicked the template to
    create a new Word document off of the template. The msgboxes
    all ran and so did my new code. Signature was still there and
    security was set at High.

    Maybe your not saving it as a Template but as a
    regular "Document"?


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  26. #26

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    Did you saved a created document and opend the document again? I allways only have trouble with the "open" message box after saving a document I created with the template.

  27. #27
    Ex-Super Mod RobDog888's Avatar
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    No. Let me try.
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  28. #28
    Ex-Super Mod RobDog888's Avatar
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    You need to set the Macro security to Medium so it will allow the
    macros in the referenced template to run. Then the saved
    documents that were created from the template will work the
    way you would expect. Go figure!

    Now unless we created an Add-In so to speak, we may be able
    to work around this.
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  29. #29

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    Yes you are right. That would be a workaround. So I understand you that you could replicate this behaviour?

  30. #30
    Ex-Super Mod RobDog888's Avatar
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    In a saved document that was created from my template, it would
    not run the macros in the referenced template even though the
    document was signed just like the template. Thats when I
    checked the security and noticed that the macros were disabled.
    So I changed them to Meduim and closed Word and re-opened
    the saved document and all was fine. So I think the correct
    answer to your question is yes.


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  31. #31

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    Allright. Now I know it's not my stupidity and I will live with the workaround.

    Mange Tak (as you would say in danmark)

  32. #32
    Ex-Super Mod RobDog888's Avatar
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    No prob.

    Dont forget to Resolve this thread then.

    Later.
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