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Dlog Search Tool Install Instructions

The document provides detailed installation instructions for the Dlog Search Tool, including steps for first-time installation and updating to a new version. It outlines how to show the Developer tab, open the Visual Basic editor, create and import necessary files, and add a shortcut to the search tool. Additionally, it explains how to use the search tool, define custom buttons, and manage settings through the Utils tab.

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engragab2008
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13 views14 pages

Dlog Search Tool Install Instructions

The document provides detailed installation instructions for the Dlog Search Tool, including steps for first-time installation and updating to a new version. It outlines how to show the Developer tab, open the Visual Basic editor, create and import necessary files, and add a shortcut to the search tool. Additionally, it explains how to use the search tool, define custom buttons, and manage settings through the Utils tab.

Uploaded by

engragab2008
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Installation Instructions for the Dlog Search Tool

Before you begin


Close all instances of Excel and then open just one to work in while installing the Macro. Having
multiple instances of Excel open may lead to this error when you try to save the changes:

This means you’re going to have to close all instances of Excel down, and start over.

Note: If you’re installing this for the first time, begin here with “First Time Installation.” If
you’re upgrading from another version, start with the section “Updating to a New
Version.”

First Time Installation


Step 1 – Show the Developer Tab on the Ribbon
If you don’t see the Developer tab on Excel tool ribbon, you’ll need to add it.
• Click File then Options at the bottom of the page

• Select Customize Ribbon


• Under Main Tabs, select the Developer checkbox and then choose OK.
Step 2 – Open the Visual Basic editor
• Click on the Developer tab on the ribbon then click the Visual Basic button. This will
bring up the Visual Basic Editor screen.

Step 3 – Find PERSONAL.XLS


• You should now be looking at the Visual Basic Editor.
• Highlight the "VBAProject (PERSONAL.XLSB)" as seen below. If you do not see the
"VBAProject (PERSONAL.XLSB)" then you will have to create it (next step).

Creating PERSONAL.XLS
• Go back to Excel and go to the select Developer tab if you aren’t there already.
• Now hit Record Macro. Under Store macro in: select Personal Macro Workbook.
Click OK then click on any cell. Now click on Stop Recording. You won’t have to do this
step again.
• Now, go back to the Visual Basic Editor screen and you should now have a
"VBAProject (PERSONAL.XLSB)” showing in your Visual Basic editor. Highlight the
"VBAProject (PERSONAL.XLSB)" as seen above.

Step 4 – Import the files


• Right click on VBAProject (PERSONAL.XLS) and choose Import File…
• Browse to the files location on your computer and select Colors.frm and hit Open.
• Do this for SearchToolForm.frm and SearchToolModule.bas.
• Note: Excel won’t allow multiple selects but it will remember the directory from the last
import.
• Save “Personal.XLS” in the VB editor and close the Visual Basic Editor – you don’t need
it anymore.

Step 5 - Add a shortcut to the search tool


• Select File and press the Options button on the bottom of the frame.
• On the Options pop-up, choose Customize Quick Access Toolbar from the list on the
left.
• In the Choose commands from dropdown, select Macros
• In the Customize Quick Access Toolbar dropdown, make sure you have For all
documents (default) selected
• In the Choose commands from list, highlight PERSONAL.XLSB!FindMain and then
click the “Add >>” button.
• Optional: Change the button icon for PERSONAL.XLSB!FindMain by selecting it in the
list on the right and clicking the Modify… button.
• Optional: Have Excel show the Quick Access Toolbar below the main ribbon by checking
the Show Quick Access Toolbar below the Ribbon checkbox at the bottom of the
screen. Otherwise, it will show above the ribbon.
• Hit OK.

Step 6 – Try it out


• Click on the Search Tool icon that you just put on the Quick Access Toolbar.

• Click yes
• Click yes then ok to the message :

---------------------------
Microsoft Excel
---------------------------
Now save the Settings Backup sheet that was just created.
---------------------------
OK
---------------------------
Updating to a New Version
Step 1 – Open the Visual Basic editor
• Click on the Developer tab on the ribbon then click the Visual Basic button. This will
bring up the Visual Basic Editor screen.

Step 2 – Delete the old copies of the Search Tool files


• Expand the Forms folder under "VBAProject (PERSONAL.XLS)".
• Remove files by right-clicking and selecting Remove <file>…
• When prompted with “Do you want to export <file> before removing it?” choose No
• In this way, remove any instances of: Colors, FindSearchInput, Module11,
SearchToolForm, and SearchToolModule

Step 3 – Import the files


• Right click on VBAProject (PERSONAL.XLS) and choose Import File…
• The files are in Perforce, so navigate to: Common_6.9\tools\dlog_excel_search_tool
and select Colors.frm and hit Open.
• Do this for SearchToolForm.frm and SearchToolModule.bas.
• Note: Excel won’t allow multiple selects but it will remember the directory from the last
import.
• Save “Personal.XLS” in the VB editor and close the Visual Basic Editor – you don’t need
it anymore.
Using the Search Tool
• Click on the Search Tool icon that you just put on the Quick Access Toolbar.
• The Dlog Search Tool pop-up should appear and look something like this:

Main Search Screen


Type search criteria, select a color to highlight the results, and hit Search. You can have the
search interpret your criteria as a regular expression by preceding your criteria with a tilde
(~). The Options checkboxes allow a little refinement of your search or the results display.

Custom Buttons are for searches you use frequently. You can pre-define searches and
assign them to a button for one-click searching. Meta-Buttons are buttons pre-defined to
execute a set of Custom Buttons. There are four tabs, each containing a set of Custom
Buttons and Meta-Buttons.

Custom Buttons Screen


Custom Buttons can be defined from the Custom Buttons tab, which looks like this:

The Button Label is the label that will appear on the button on the main search screen. The
Tab Name is the name shown on the tab for that group of buttons. Pressing the square
allows you to select a search highlight color. Search String is the string (or regular
expression) to search for. Pressing the color square brings up the Colors pop-up.

Color Pop-up
You can choose a color from the 33 pre-defined choices or press the color square next to
Custom Color to bring up a Microsoft Excel Custom Color dialog box (titled Format Cells)
where you can define your own color. Note that the Fill Effects and Patterns have no effect.
Meta-Buttons Screen
Meta-Buttons can be defined from the Meta Buttons tab, which look like this:

Similar to the Custom Button screen, the Button Label is the Meta-Button label on the main
search screen. The checkboxes correspond to the Custom Buttons and the ones checked
are the buttons executed by the Meta-Button. The Custom Button Reference is just a
convenient list of the Custom Buttons so you know what button a checkbox refers to.
RegExp Help Screen
The RegExp Help tab is just a quick reference to common regular expression syntax and
looks like this:

Utils Screen
The Utils tab contains utilities for managing the Search Tool settings. Currently, there are
two utilities: Export, to export all the button settings to a spreadsheet; and Import, to import
button settings from a spreadsheet (that has been previously exported).

To import button definitions :

• Open the file with the buttons definitions in it.


• Click on the icon to run the search tool.
• Select the Utils tab.
• Click import button.

• Click yes then OK.


• Click Ok to the message “import finished”
To export Buttons definitions

• Open a new excel workbook.


• Open the Dlog Search tool.
• Select the Utils tab.
• Click Export Button. And then yes.

• Give it a name and click OK.

This will create a sheet with all the button definition.


• Click OK the the Export finished window.

N.B. Number of Row written depends on the number of button you defined.

About Screen
The About tab is a standard About screen containing the version, copyright, and disclaimer
and looks like this:

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