Titanium Edition and Office 2007
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Inspection Report Systems
XL Pro User's Manual
Using XL Pro Titanium Edition
with Microsoft Office 2007

 

Inspection Report Comparison Chart
Register your software
View the video tutorials for additional help

 

 
Contents
Office 2007 VBA Bug and Bug Fix  
Microsoft Office 2003 or 2007?  
Getting Started  
XL Pro Controls and the New Office Interface  
Page Sets  
Saving Files  
Creating Shortcuts for XL Pro Report Templates  
Microsoft Windows XP or Windows Vista?  

 

 

IMPORTANT:

There is a small bug in Microsoft Office 2007 that prevents programs written in VBA (A Microsoft programming language) from running.  In order to be able to use XL Pro in Microsoft Office 2007, you must first fix the Office 2007 VBA bug.

Click on this link to install the Bug Fix

 

 

 

 

Microsoft Office 2003 or 2007?
XL Pro Titanium Edition MSO12 version 8 is fully compatible with Microsoft Office 2007 (version 12) running under any edition of Windows XP or any edition of Windows Vista.  This edition of XL Pro titanium has been optimized for Office 2007 and will NOT run under Office 2003 (version 11).
Users of MS Office 2003 will need to use XL Pro Titanium Edition version 8.  The version of XL Pro Titanium Edition that is designed for Office 2003 will also run in Office 2007 in "Compatibility Mode". 
The instructions in this section apply to XL Pro Titanium Edition MSO12 version 8 for Office 2007.  Most of the screen shots are from XL Pro Titanium Edition running under Windows Vista Ultimate Edition with the Aero Interface.  The instructions for adding Shortcut icons to Templates Files and, instructions for turning the Pages Sets toolbar off and on, contain screenshots of Windows XP Professional Edition.  These menus and features may have a different appearance on your PC depending on which version of Windows you are using and your Windows settings.

Click on any image in this section for a larger view

Getting Started

When you open XL Pro, you may see this Security warning at the top of the work area.  Click on "Options". 

 

Then, click on "Enable this content".

 

 

Click on the large "Start-Edit" button to begin working in XL Pro.

 
XL Pro Controls and the New Office Interface

MS Office 2007 has a completely new look.  The area above the work area is called the "Ribbon".  The Ribbon is on by default but can be turned off or minimized.  Select the "Add-Ins" tab to display the "XL Pro Command Bar", the "XL Pro Pages Sets" toolbar, the drop-down "XL Pro Menu", and the "XL Pro Go To Page" toolbar. 

Hundreds of additional features are available to XL Pro users via the Ribbon but, all of XL Pro's custom commands and features can be accessed from the XL Pro Command Bar, the XL Pro Menu, and the XL Pro toolbars.

Select "Add-Ins" and the XL Pro Command Bar will appear near the top of the screen just below the "Add-Ins" tab. 

 

The "XL Pro Page Sets" toolbar will appear below the "XL Pro Command Bar" and the "XL Pro Go To Page" toolbar will appear below the Pages Sets toolbar. 

The drop-down "XL Pro Menu" will appear to the left of the "XL Pro Command Bar" and the toolbars.

The XL Pro Command Bar and the toolbars may not entirely fit on your screen, depending on the size of your monitor and the resolution.  There may be a small arrow following the last item on the Command Bar or on the Page Sets toolbar.  Click on the arrow to reveal buttons that are not visible.

 
 

The drop-down "XL Pro Menu" provides an alternative method to invoke some of the XL Pro  features that are available from the Command Bar.  The XL Pro Menu also includes some XL Pro features that are typically accessed less frequently than those on the Command Bar such as "Copy Current Page", "Delete Current Page", Maximize Work Area", "Change Company Name", "E-mail BestInspectors.Net", "Activate XL Pro", "Info-Help", and "About XL Pro".

 
Page Sets
The "Page Sets" toolbar allows you to view sets of related pages,  the "Comments and Descriptors Library" and its "Index", or view all available pages.  The Page Sets are displayed together for ease of viewing and navigation.  You can view, define, or redefine your "Standard Report" by selecting "My Std Report" from the Page Sets toolbar.

The pre-defined Page Sets in XL Pro Titanium Edition are: Omission Guard, Field Set, Legacy, TREC Basic, TREC Expanded, Ancillary, Photo Albums, Four Point, Templates, and Library.  Selecting "All Sets" reveals all report pages, including all custom pages that you have created, the Library, the Library Index, Instructions, and the End User License Agreement. 

Individual report pages can be selected either by clicking on the page tab at the bottom of your screen or by using the "Go To Page" toolbar.  Page tabs are in the order that pages appear in your report.  The pages are listed in alphabetical order in the Go To Page toolbar drop-down list.

All Page Sets except "Library" include the Cover Page.

The "Omission Guard" page set page tabs

The "TREC Expanded" page set page tabs

 

 

The Page Sets toolbar can be turned off by selecting the "Close Toolbar" button at the far right of the Page Sets toolbar.  The Page Sets toolbar can be turned on by selecting the "Page Sets" button on the XL Pro Command Bar at the far right.

The Go To Page menu is a context based menu.  In other words, the pages listed will depend on which page set is visible.  Only XL Pro pre-defined Page Sets will appear in the Go To Page toolbar drop-down menu when a Page Set has been selected using the Page Set toolbar.

When you select "All Pages" from the Page Set toolbar, all available report pages, including any custom pages that you have created, will be listed in alphabetical order.  Selecting a page is as easy as scrolling to the page name and clicking on the page name.

The "Omission Guard" page set The "Templates" page set The "Ancillary" page set

The entire XL Pro program, the Comments and Descriptors Library, and all page sets are contained within a single file.  When you work in XL Pro, you are working in the Master Program and Report file. 

Once you have activated XL Pro, you can create multiple instances (copies) of XL Pro within the same "Program Files" folder.  Each copy of XL Pro can be treated as a template that can be tailored to specific building types.  Even the libraries in each tailored copy of XL Pro can be different.  For example, you can have one Template for single family homes, another for duplexes, one for restaurants, one for office buildings, one for manufacturing plants, and so on.

 

 

Saving Files
When you save your Master file or a Template file, in Office 2007, be sure to select "Macro Enabled Workbook" as shown in the screen shot.
 
Creating Shortcuts for XL Pro Report Templates

 

The icons that XL Pro installs on your desktop and Quickstart Bar always point to the Main program file.  When you create custom Template files, you can also copy the icons that launch XL Pro and have them each point to an XL Pro Template file.

Copy the XL Pro icon on the Desktop and paste the copy to the Desktop.  Right click on the icon.  Click on the "General" tab to rename the icon.  Enter the new name where "XL Pro Titanium Edition" appears next to the icon.  Click on the "Shortcut" tab, then click on "Find Target..." 

 

 

 

 

 

Click on the file name of your Template file.  check to make sure that the name appears in the "Target:" box under the Shortcut tab, then click on "OK".

 

 
Microsoft Windows XP or Windows Vista?
Microsoft Windows Vista has a slick new look with lots visual appeal.  It looks especially good when  the new Aero Interface is turned on.  Unfortunately, Vista does not deliver the "Improved productivity" that Microsoft promises in its advertising.

Vista requires a much more powerful PC than Windows XP.  It requires much more memory than XP and it seems to have some very serious bugs.  Microsoft has issued several updates addressing a variety of problems.  One such update, http://support.microsoft.com/kb/941649, caused one of our test PC's, a custom built high-performance PC running Vista Ultimate Edition, to crash and it would not boot up after the "fix" had been installed.  Windows Vista Ultimate Edition had to be repaired  using the Vista DVD.  The update had to be removed in order to get the PC to work again.

We installed Vista on a second PC, a mid-priced Dell PC that was less than a year old at the time.  We attempted to upgrade the PC from Windows XP to Vista Home Premium Edition.  The upgrade attempts failed repeatedly.  After four attempts to install the upgrade, we finally had to do a fresh clean install.  Everything on the PC was lost.  Fortunately, we had backed up all the data that was on the PC but all the programs had to be reinstalled.

PLEASE NOTE: The problems we experienced with Vista were BEFORE XL Pro was installed on the test PC.  In fact, there are fewer problems with XL Pro running than with most other software that has been tested on our test PC.

MS Office 2007 runs well under Windows XP.  XL Pro Titanium Edition runs well under any combination of any Windows XP or Vista Editions and Office 2003 or Office 2007 so XL Pro does not need to be a factor in your decision of which version of Windows you choose.

Our recommendations:

If you are using Windows XP now, do NOT upgrade to Vista.  Our customers who have experience with both PC's that have been upgraded to Vista and PC's that came with Vista already installed have told us that the PC's that come with Vista already installed seem to work much better than those that have been upgraded.

If you are shopping for a new PC, try to find one with Windows XP.  If you cannot find a PC with Windows XP, buy the most powerful PC you can afford.  Get at least 3GM of high speed DDR2 RAM and a high-performance video card.  Do NOT attempt to run the Aero interface unless you have a high-performance video card.

 

 
 
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