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  1. #1
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    Problem generating documents from SQL database

    Background
    We evaluate testing laboratories against specific criteria to assess their capability of carrying out nominated tests of product for specific properties.

    The organisation must show that they have the capability and capacity (both resources and trained staff) to carry out the nominated tests.

    Generally, our staff evaluate the organisation for capacity. i.e. They have adequate accommodation and management systems documentation in place that should assure they function in a suitable manner. The capability is evaluated by what we term as a “Technical Expert”. These peers that have expertise in the areas that they will be evaluating.

    To support this we have a custom built SQL based CRM package that records the organisation, its contact detail, contacts and its “Scope of Accreditation”. The database also records the date jobs are scheduled, when they were carried out, by whom, how the team was made up, costs and resources used. It also schedules the next job at specified intervals depending on programme type.

    Problem
    When we were using Office 2003 operating in an XP environment we could generate a “Scope” document very easily (these can be up to 40 pages). This requires the database to create a Word document by picking all the information from the database and depositing it in the Word document at specified bookmarks. This was all done in the background allowing staff to carry on with other work. However, now we are using Office 2010 under a Win 7 environment the data extraction is done more in the foreground not allowing staff to do any other work. This made evident when staff noticed that if they were doing cut and paste operations, which they do frequently, they found that some of the information that should have been placed in the “Scope” document was being pasted into the document being worked on.

    What is happening is that the system is using the Windows cut and paste to create the “Scope” document. We are aware that with Office 2010 MS have increased the security around many operations.

    Can anyone tell me if this could be what is affecting our, what should be , simple operation?

    I have attached a 13 page “Scope” document for one of our clients. NOTE: These are public documents and could be obtained by anyone from our website http://www.ianz.govt.nz/directory/ and inputing the right information.
    Attached Files Attached Files
    cheers

    Phil Carter

  2. #2
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    Phil

    Is your issue actually with the speed with which it happens? Or is the issue that you are using windows clipboard (which might wipe what the user had there)?

    I do this sort of stuff with content controls and an embedded xml file nowdays but it isn't simple to setup initially and involves vba code and free third party tools. This lets the database populate the document quickly and avoids the use of the clipboard. It also allows a data flow in the reverse direction if you update the content in the Word document and want to send that info back to the database.
    Andrew Lockton, Chrysalis Design, Melbourne Australia

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  4. #3
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    Andrew
    The issues are: 1) The length of time taken to generate the document, 2) The methodology used to retrieve the data as it prevents staff from doiung anything else.
    The method for retrieving/copying the data is set by the CRM supplier. We only discovered this by accident when retrieved information was input to other documents being worked on
    cheers

    Phil Carter

  5. #4
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    Andrew
    You mention "free third party tools" what are these?
    I would to know so I can pass on to our developers
    cheers

    Phil Carter

  6. #5
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    It sounds like issue 1 is related to issue 2.

    Do you have the ability to alter the CRM export method at all or is your only option to look for Word 2010 optional settings which might improve your experience? If your working document is saved as doc format does that perform better than a docx?
    Andrew Lockton, Chrysalis Design, Melbourne Australia

  7. #6
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    You are right, we believe they are related.
    No we do not have the ability to change the CRM but we do have a very good relationship with the developers so once we pin the problem down we will ask for a change.
    We have been trough the .doc versus .docx scenario.
    What we have found though, after much testing with various versions of Office and Windows, that there is not a problem generating the documents using Windows XP and Office 2003
    cheers

    Phil Carter

  8. #7
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    I use the "Content Control Toolkit" which you can get from here http://dbe.codeplex.com/

    Useful resources for your developers include:
    http://blogs.msdn.com/b/acoat/archiv...edirected=true
    http://msdn.microsoft.com/en-us/libr...ffice.12).aspx
    Andrew Lockton, Chrysalis Design, Melbourne Australia

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    bonriki (2013-04-14)

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