Difference between revisions of "Testing Article1"

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==Overview==
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=Installing OnePager Bundle with OnePager Pro and/or OnePager Express for Version 7.1 (P71-2_0_4-71-02282022.docx)=
  
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One of the strength of OnePager is its ability to create compact visual representations of '''multiple projects''' that are part of a '''single''' Smartsheet file as well as create OnePager charts from '''multiple single''' Smartsheet files. These can be several projects that belong to one program or they can be several projects and programs in an organization’s portfolio. Representing '''multiple projects''' originating in a single Smartsheet '''source plan''' can, therefore, be easily done with the creative selection of '''Row and Swimlane''' fields from the Smartsheet '''source plan'''.
+
==Introduction==
  
−
The OnePager Bundle '''Standalone''' application can '''import''' these '''multi-project '''Smartsheet files and produce '''multi-project charts'''.  
+
Most OnePager users install either OnePager Pro and/or OnePager Express into a '''user account''' for use with Microsoft Project or Microsoft Excel, respectively.  OnePager Pro and Express operate in two modes: (1) The '''Add-in''' mode where OnePager is launched from “inside” Microsoft Project or Microsoft Excel, or (2) The '''Standalone''' mode where either OnePager Pro or OnePager Express is launched from a '''desktop icon''', the '''Windows task-bar''', or '''Start-Menu shortcuts'''.
  
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Additionally, OnePager Bundle '''Standalone''' has the capability to '''build multi-project charts '''from individual Smartsheet '''exported''' files.
+
Our new OnePager Bundle offers capabilities of OnePager Pro and OnePager Express in both the '''Add-in''' and '''Standalone '''modes.  With the capabilities of OnePager Bundle installed in a '''user account''' there is generally no need to have OnePager Pro and/or OnePager Express also installed in the same '''user account'''.  Our recommendation to OnePager Bundle users, therefore, is to avoid having OnePager Pro and/or OnePager Express installed in the same '''user account''' along with OnePager Bundle.
  
−
==Creating a Multi-Project Chart from a Multi-Project Smartsheet Source Plan File==
+
There are, however, possible situation where a '''user account''' needs to retain OnePager Pro and/or OnePager Express but also needs the capabilities of OnePager Bundle.  For example, suppose the '''user account''' is operating with an '''older version''' of OnePager Pro and/or OnePager Express but needs the latest editions of OnePager products available in OnePager Bundle.  It is possible to operate within a '''user account''' with all three OnePager products if steps are taken to manage which of the products are '''enabled''' in the '''Add-in '''mode.
  
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One method for using a '''single''' Smartsheet file is to add a field to your '''source plan''' with a field name of '''Project'''.  This name is recognized by OnePager Bundle ('''OPB''') '''Standalone''' and is utilized in '''OPB''' multi-project '''Template Properties''' form shipped with the product. An example Smartsheet '''source plan''' with the '''Project''' field is shown below:
+
This article explains how to manage the '''Add-in''' modes of OnePager Pro, OnePager Express, and OnePager Bundle within the same '''user account'''.
  
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<center>[[File:P71-8_5_3-71-(1)-11303031.png]]</center>
+
==Installing OnePager Bundle in a User Account with OnePager Pro and/or OnePager Express==
−
<center>P71-8_5_3-71-(1)-11303031.png</center>
+
  
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After configuring your Smartsheet '''source plan''' with the '''Project''' field and the necessary '''multi-project''' schedule data, you can create a useful '''multi-project''' chart by following the steps described in the next section.
+
Suppose a '''user account''' has both OnePager Pro and OnePager Express installed in both the '''Add-in''' and '''Standalone '''modes and the need exists to install OnePager Bundle in this same '''user account'''.  This can be done by simply following the installation process for OnePager Bundle as directed by the normal installation process for OnePager products.
  
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Launch '''OPB Standalone''' and '''connect''' to your Smartsheet account. Select the '''NEW''' option on the '''OnePager Bundle Start''' form and '''select''' the Smartsheet '''multi-project file''' shown here:
+
For more detailed information on '''installing''' OnePager Bundle, please see the article at:  [[Installing and Activating OnePager Bundle for Version 7.1 (Portal) | Installing and Activating OnePager Bundle (Portal)]] 2.0.3-71.
  
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<center>[[File:P71-7_2_3-71-(2)-11152021.png]]</center>
+
===Installation Process for OnePager Bundle===
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<center>P71-7_2_3-71-(2)-11152021.png</center>
+
  
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===Creating a NEW Chart from a Multi-Project Source Plan===
+
During the OnePager Bundle installation process you are asked to '''enable''' OnePager Bundle as an '''Add-in''' by clicking the '''Launch from my desktop or from MS Project/Excel '''radio button on the '''Installation options''' form shown below:
  
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Next, click the '''NEW''' button on the '''OnePager Bundle Start''' form. This accesses the '''OnePager choices''' ('''OPC''') form where clicking the '''Select''' command in the '''Please select a source file'''' sub-control group enables you to '''BROWSE Smartsheet ...''' files or to select a '''RECENT''' file as shown here:
+
<center>[[File:P71-2_0_4-71-(1)-02162022.png]]</center>
 +
<center>P71-2_0_4-71-(1)-02162022.png</center>
  
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<center>[[File:P71-8_5_3-71-(3)-11303031.png]]</center>
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===Results from Installing OnePager Bundle with OnePager Pro and/or Express===
−
<center>P71-8_5_3-71-(3)-11303031.png</center>
+
  
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For this illustration, we'll select the '''source plan''' named '''BlueGrass Excel Project Plan-Bundle (on Smartsheet)'''.  When we do this, the '''OPC''' form is expanded to look like this:
+
Making the selection to launch OnePager Bundle in both the '''Add-in''' and '''Standalone '''modes as shown above produces the following results:
  
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<center>[[File:P71-8_5_3-71-(3A-1)-11303031.png]]</center>
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1) OnePager Bundle '''disables '''OnePager Pro and/or OnePager Express as '''Add-ins''' to Microsoft Project and/or Microsoft Excel.
−
<center>P71-8_5_3-71-(3A-1)-11303031.png</center>
+
  
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Before creating the '''NEW multi-project''' chart we must change the '''Template Properties''' form to support the creation of a chart from a '''multi-project source plan''' as described below.
+
2) OnePager Bundle '''enables '''itself as an '''Add-in option''' to both Microsoft Project and/or Microsoft Excel.
  
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===Setting up the OnePager Bundle Template Properties Form for a Multi-Project Chart===
+
3) OnePager Pro, OnePager Express, and OnePager Bundle remain '''enabled''' and available to be individually launched in '''Standalone''' mode and the '''desktop icons, task-bar''', and '''Start-Menu shortcuts''' are all available for use.
  
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As shown above, the '''OnePager choices''' ('''OPC''') form does not show that a '''multi-project Template Properties''' form is being used. Before proceeding further we must change the '''Template Properties''' form's setting so that a '''multi-project Template Properties''' form is used to create the chart. This is done by clicking the '''Change''' button in the '''Starting Template''' group of the form as shown below:
+
4) Using the '''double-left-click''' method on a '''.TAM''' or '''.TAT''' file launches OnePager Bundle in the '''Standalone '''mode since the OnePager Bundle product is the last product installed.
  
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<center>[[File:P71-8_5_3-71-(3B)-11303031.png]]</center>
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5) If you select the '''Launch from my desktop only''' option in the '''Installation options''' form shown above, OnePager Pro and/or OnePager Express are '''NOT disabled''' and remain available in '''Add-in '''mode for future use. In other words, the actions described in items 1) and 2) above are '''NOT''' taken by OnePager Bundle.
−
<center>P71-8_5_3-71-(3B)-11303031.png</center>
+
  
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Clicking the '''Change''' button accesses the folder where OnePager Bundle stores Smartsheet '''Template Properties''' forms distributed with the product as shown above. Select the '''Multi-Project Gantt Chart - Detailed''' entry in the window shown above and click the '''Open''' button at the bottom of the form. When you click the '''Open''' button on the '''Open''' form shown above, OnePager changes the current '''Template Properties''' form to the '''Multi-Project Gantt Chart – Detailed Template'''.
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The resulting configuration of the '''user account''' based upon the actions taken in items 1) through 3) above are that OnePager Bundle is available in the '''Add-in '''and '''Standalone '''modes and OnePager Pro and/or OnePager Express is available '''only''' in the '''Standalone '''mode.  
  
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After changing the '''Template Properties''' selection, type in the '''title of the chart''' and assure that the '''Task Selection''' sub-control group's controls are set to '''import''' the tasks you need for your chart.
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The '''Add-in''' tabs for OnePager Pro and OnePager Express are available when you launch Microsoft Project and/or Microsoft Excel but clicking the '''Add-in '''tab from either Microsoft Project or Microsoft Excel launches OnePager Bundle.  Launching OnePager Pro or OnePager Express from their respective '''desktop icons''' launches OnePager Pro and/or OnePager Express in their '''Standalone '''modes.
  
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===Use the Smartsheet Source Plan to Create the Chart===
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===Re-Enabling OnePager Pro and/or Express in Add-in Mode===
  
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You are now ready to create the multi-project chart.  First, click the '''Next>''' button (shown above) which takes you to the second page of the '''OPC''' form shown below:
+
If required in the future, it is possible to '''enable''' OnePager Pro and/or Express in the '''Add-in '''mode as long as you '''disable '''OnePager Bundle in the '''Add-in '''mode in Microsoft Project and/or Microsoft Excel. 
  
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<center>[[File:P71-8_5_3-71-(4-1)-11303031.png]]</center>
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Doing this requires that you access the '''COM Add-ins''' form for Microsoft Project and/or Microsoft Excel, '''disable''' OnePager Pro and/or OnePager Express, and assure that OnePager Bundle is '''enabled'''.
−
<center>P71-8_5_3-71-(4-1)-11303031.png</center>
+
  
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Next, check your '''field mapping settings''' or make any '''Template Properties''' form adjustments.  When you are finished, click the '''Create new chart''' button on the second page. OnePager generates a '''multi-project''' chart that looks like this:
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For information on '''disabling''' and '''re-enabling '''OnePager Pro and OnePager Express, please see the article sections given in the table below:
  
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<center>[[File:P71-8_5_3-71-(5)-11303031.png]]</center>
+
<center>
−
<center>P71-8_5_3-71-(5)-11303031.png</center>
+
{| class="wikitable"
 +
| [[Temporarily Disabling & Re-enabling OnePager for Version 7.1#About Temporarily Disabling & Re-Enabling OnePager Pro for Microsoft Project | Temporarily Disabling & Re-Enabling OnePager Pro for Microsoft Project]] 1.5.2-71
 +
|-
 +
| [[Temporarily Disabling & Re-enabling OnePager for Version 7.1#About Temporarily Disabling & Re-Enabling OnePager Express for Microsoft Excel | Temporarily Disabling & Re-Enabling OnePager Express for Microsoft Excel]] 1.5.2-71
 +
|}
 +
</center>
 +
 
 +
The following sub-sections demonstrate how to '''re-enable '''OnePager Pro and OnePager Express in '''Add-in '''mode.
 +
 
 +
===Re-Enabling OnePager Pro Example for Microsoft Project’s Add-in Mode===
 +
 
 +
As an example, suppose that you need to '''enable '''OnePager Pro in '''Add-in '''mode and must '''disable''' OnePager Bundle from '''Add-in '''mode.  At the start of this procedure the '''COM Add-ins '''form for Microsoft Project looks like this:
 +
 
 +
<center>[[File:P71-2_0_4-71-(2)-02162022.png]]</center>
 +
<center>P71-2_0_4-71-(2)-02162022.png</center>
 +
 
 +
To '''enable '''OnePager Pro, check the OnePager Pro V7.1.2 checkbox '''ON''' and uncheck the OnePager Bundle V7.1.2 checkbox '''OFF''' so that it looks like this:
 +
 
 +
<center>[[File:P71-2_0_4-71-(3)-02162022.png]]</center>
 +
<center>P71-2_0_4-71-(3)-02162022.png</center>
 +
 
 +
It is important that only one of the OnePager entries be '''enabled''' as '''enabling''' both entries my produce unexpected results.
 +
 
 +
===Re-Enabling OnePager Express Example for Microsoft Excel’s Add-in Mode===
 +
 
 +
For another example, suppose you need to '''enable '''OnePager Express in '''Add-in '''mode and must '''disable''' OnePager Bundle from '''Add-in '''mode.  At the start of this procedure the '''COM Add-ins '''form for Microsoft Excel looks like this:
 +
 
 +
<center>[[File:P71-2_0_4-71-(4)-02162022.png]]</center>
 +
<center>P71-2_0_4-71-(4)-02162022.png</center>
 +
 
 +
To '''enable '''OnePager Express, check the OnePager Express V7.1.2 checkbox '''ON''' and uncheck the OnePager Bundle V7.1.2 checkbox '''OFF''' so that it looks like this:
 +
 
 +
<center>[[File:P71-2_0_4-71-(5)-02162022.png]]</center>
 +
<center>P71-2_0_4-71-(5)-02162022.png</center>
 +
 
 +
It is important that only one of the OnePager entries be '''enabled''' as '''enabling''' both entries my produce unexpected results.
 +
 
 +
===Launching OnePager from Microsoft Project with OnePager Bundle in Add-in Mode===
 +
 
 +
Assuming that the configuration is such that OnePager Bundle is in '''Add-in '''mode, meaning that OnePager Pro can only be launched in '''Standalone '''mode, the sequence for using the '''Add-in '''tab on Microsoft Project, for example, looks like the following sequence:
 +
 
 +
1) Launching Microsoft Project and navigating to the '''ADD-INS''' tab looks like this:
 +
 
 +
<center>[[File:P71-2_0_4-71-(6)-02162022.png]]</center>
 +
<center>P71-2_0_4-71-(6)-02162022.png</center>
 +
 
 +
2) Clicking the '''OnePager Bundle''' button launches OnePager Bundle as shown below:
 +
 
 +
<center>[[File:P71-2_0_4-71-(7)-02162022.png]]</center>
 +
<center>P71-2_0_4-71-(7)-02162022.png</center>
 +
 
 +
3) OnePager Bundle is now available to use to create a '''NEW''' chart, '''UPDATE''' an existing chart, or '''OPEN''' an existing chart.
 +
 
 +
===Launching OnePager from Microsoft Excel with OnePager Bundle in Add-in Mode===
 +
 
 +
For Microsoft Excel, assume the configuration is such that OnePager Bundle is in '''Add-in '''mode, meaning that OnePager Express can only be launched in '''Standalone '''mode, the sequence for using the '''Add-in '''tab on Microsoft Excel, for example, looks like the following sequence:
 +
 
 +
1) Launching Microsoft Excel and navigating to the '''Add-ins''' tab looks like this:
 +
 
 +
<center>[[File:P71-2_0_4-71-(8)-02162022.png]]</center>
 +
<center>P71-2_0_4-71-(8)-02162022.png</center>
 +
 
 +
2) Clicking the '''OnePager Bundle''' button launches OnePager Bundle as shown below:
 +
 
 +
<center>[[File:P71-2_0_4-71-(9)-02162022.png]]</center>
 +
<center>P71-2_0_4-71-(9)-02162022.png</center>
 +
 
 +
3) OnePager Bundle is now available to use to create a '''NEW''' chart, '''UPDATE''' an existing chart, or '''OPEN''' an existing chart
  
−
The chart above represents two separate projects using the swimlanes to organize the tasks/milestones for each project grouping. As the projects progress and additional projects are added, the additional swimlanes with their corresponding rows are added to the chart in future snapshots.
+
==Installing OnePager Pro and/or OnePager Express in a User Account with OnePager Bundle==
  
−
===Updating Charts Created from Multiple Projects in a Single Smartsheet Source Plan===
+
Suppose a '''user account''' has OnePager Bundle installed in the both the '''Add-in''' and '''Standalone '''mode and the need exists to install OnePager Pro and/or OnePager Express in this same '''user account'''.  This can be done by simply following the installation processes for OnePager Pro and/or OnePager Express as directed by the normal installation process for OnePager products.
  
−
Eventually you want to '''update''' your '''multi-project''' chart by either '''adding''' a snapshot or '''replacing''' a snapshot.  To perform either the '''add''' or the '''replace''' snapshot, the processes described in these two referenced article references that follow can be used.
+
For more detailed information on installing OnePager Pro and OnePager Express, please see the articles at: 
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[REPLACING a Snapshot via Pull Operation for Version 7.1 | REPLACING a Snapshot via Pull Operation]] 7.14.1-71
+
| [[Installing and Activating OnePager Pro for Version 7.1 (Portal) | Installing and Activating OnePager Pro (Portal)]] 1.0.1-71
 
|-
 
|-
−
| [[ADDING a Snapshot via Pull Operation for Version 7.1 | ADDING a Snapshot via Pull Operation]] 7.15.1-71
+
| [[Installing and Activating OnePager Express for Version 7.1 (Portal) | Installing and Activating OnePager Express (Portal)]] 2.0.2-71
 
|}
 
|}
 
</center>
 
</center>
  
−
The key to making '''updates''' to '''multi-project''' charts from '''multiple-projects''' contained in a '''single''' Smartsheet '''source plan''' is the proper management of the Smartsheet '''source plan''' data in the '''source packet'''.  Recall that the '''source packet''' contains the file or files that are to be used to either '''create''' or '''update''' a chart.  They are stored as '''file names and path names''' in the chart’s '''.TAM''' file, and can be accessed from the OnePager '''Data''' ribbon tool bar tab’s '''Selected file(s)''' button on the ribbon as shown below:
+
===Installation Process for OnePager Pro - Example===
  
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<center>[[File:P71-8_5_3-71-(6)-11303031.png]]</center>
+
During the OnePager Pro installation process you are asked to '''enable''' OnePager Pro as an '''Add-in''' by clicking the '''Launch from my desktop or from Microsoft Project''' radio button on the '''Installation options''' form shown below:
−
<center>P71-8_5_3-71-(6)-11303031.png</center>
+
  
−
Validating the contents of the '''source packet''' and assuring that these are the Smartsheet '''source plans''' that were '''updated''' is an essential step before proceeding to perform a chart '''update'''.
+
<center>[[File:P71-2_0_4-71-(10)-02162022.png]]</center>
 +
<center>P71-2_0_4-71-(10)-02162022.png</center>
  
−
==Creating a Multi-Project Chart from Individual Single-Project Smartsheet Source Plan Files==
+
===Results from Installing OnePager Pro and/or OnePager Express with OnePager Bundle===
  
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===Introduction===
+
Making the selection to launch OnePager Pro and/or OnePager Express in both the '''Add-in''' and '''Standalone '''modes as shown above produces the following results:
  
−
Suppose you have '''multiple''' Smartsheet '''source plans''' that are related and you want to create a '''single''' chart that shows the important schedule items and will be '''updated''' as the project proceeds.  Whenever chart '''updates''' are contemplated in the future OnePager Bundle '''Standalone''' requires that tasks being '''imported''' have '''unique task identifiers''' that OnePager Bundle '''Standalone''' can use to keep the '''updates''' aligned.  Smartsheet '''source plans''' have '''unique task identifiers''' built in and the data are '''imported''' when OnePager Bundle '''Standalone''' '''imports''' the Smartsheet '''source plan'''.  OnePager makes these '''unique task identifiers''' available in the OnePager Bundle '''Editor''' as the '''SmartsheetTaskID''' field which is discussed later.  
+
1) OnePager Pro and/or OnePager Express '''disables '''OnePager Bundle as '''Add-ins''' to Microsoft Project and/or Microsoft Excel.
  
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For more information on '''SmartsheetTaskID''', please see the section in the article at: [[Merging the Wrong Tasks into a Chart for Version 7.1 - OnePager Bundle - Smartsheet#The SmartsheetTaskID Field | The SmartsheetTaskID Field]] 7.21.1-71
+
2) OnePager Pro and/or OnePager Express '''enables '''themselves as '''Add-in options''' to both Microsoft Project and/or Microsoft Excel.
  
−
===Making a Multi-Project Chart from Separate Smartsheet Source Plans===
+
3) OnePager Pro, OnePager Express, and OnePager Bundle remain '''enabled''' and available to be individually launched in '''Standalone''' mode and the '''desktop icons, task-bar''', and '''Start-Menu shortcuts''' are all available for use.
  
−
To illustrate what is needed, let’s construct a '''multi-project''' chart from the '''BlueGrass Project Plan''' Smartsheet '''source plan''' by splitting original '''source plan''' into two distinct files as shown below:
+
4) Using the '''double-left-click''' method on a '''.TAM''' or '''.TAT''' file launches OnePager Pro or OnePager Express in the '''Standalone '''mode since these products are the last product installed.
  
−
<center>'''Merlin Project Phases 1 and 2'''</center>
+
5) If you select the '''Launch from my desktop only''' option in the '''Installation options''' shown above, OnePager Pro and/or OnePager Express are '''NOT disabled''' and remain available in '''Add-in '''mode for future use.  In other words, the actions described in items 1) and 2) above are not taken by OnePager Pro and/or OnePager Express.
  
−
<center>[[File:P71-8_5_3-71-(7-1)-12022021.png]]</center>
+
The resulting configuration of the '''user account''' based upon the actions taken in items 1) through 3) above are that OnePager Pro and/or OnePager Express are available in the '''Add-in '''and '''Standalone '''modes and OnePager Bundle is available only in the '''Standalone '''mode.  
−
<center>P71-8_5_3-71-(7-1)-12022021.png</center>
+
  
−
<center>'''Adonis Project Phases 1 and 2'''</center>
+
The '''Add-in''' tabs for OnePager Pro and OnePager Express are available when you launch Microsoft Project and/or Microsoft Excel and clicking the '''Add-in '''tab from either Microsoft Project or Microsoft Excel launches OnePager Pro or OnePager Express respectively.  Launching OnePager Pro or OnePager Express from their respective '''desktop icons''' launches OnePager Pro and/or OnePager Express in their '''Standalone '''modes.
  
−
<center>[[File:P71-8_5_3-71-(8-1)-12022021.png]]</center>
+
===Re-Enabling OnePager Bundle in Add-in Mode===
−
<center>P71-8_5_3-71-(8-1)-12022021.png</center>
+
  
−
====Important Note====
+
If required in the future, it is possible to '''enable''' Bundle in the '''Add-in '''mode as long as you '''disable '''OnePager Pro and/or OnePager Express in the '''Add-in '''mode for Microsoft Project and/or Microsoft Excel. 
  
−
Each of the Smartsheet '''source plans''' above have unique '''SmartsheetTaskID''' fields with '''unique numbers''' generated by OnePager Bundle '''Standalone''' at '''source plan import'''.  It is important throughout the use of these Smartsheet '''source plans''' that these assigned unique '''SmartsheetTaskID''' numbers remain with their respective tasks.  '''Dates''' can change in the Smartsheet '''source plan's''' rows along with other '''updated''' information as the projects progress, but the '''SmartsheetTaskID''' number '''must''' remain associated with the task activity.  Tasks can be '''deleted''', but the '''deleted SmartsheetTaskID''' should not be '''reused''' for a later snapshot.  '''OPB''' can process out of sequence '''SmartsheetTaskID''' numbers.
+
Doing this requires that you access the '''COM Add-ins''' form for Microsoft Project and/or Microsoft Excel, '''disable''' OnePager Pro and/or OnePager Express, and assure that OnePager Bundle is '''enabled'''.
  
−
===Setting up the One Pager Bundle Template Properties Form for a Multi-Project Chart===
+
For information on '''disabling''' and '''re-enabling '''OnePager Pro and OnePager Express, please see the article sections given in the table below:
  
−
The next step is to select and '''update''' an appropriate '''OPB Template Properties''' form.
+
<center>
 +
{| class="wikitable"
 +
| [[Temporarily Disabling & Re-enabling OnePager for Version 7.1#About Temporarily Disabling & Re-Enabling OnePager Pro for Microsoft Project | Temporarily Disabling & Re-Enabling OnePager Pro for Microsoft Project]] 1.5.2-71
 +
|-
 +
| [[Temporarily Disabling & Re-enabling OnePager for Version 7.1#About Temporarily Disabling & Re-Enabling OnePager Express for Microsoft Excel | Temporarily Disabling & Re-Enabling OnePager Express for Microsoft Excel]] 1.5.2-71
 +
|}
 +
</center>
  
−
For this illustration we’ve selected the '''Multi-Project Gantt Chart – Detailed Template Properties''' form.  Once the '''OPB''' current '''Template Properties''' form is established as a '''multiple-project Template Properties''' form, go to the '''Rows/Swimlanes''' tab and make sure that the '''Group rows into swimlanes''' and '''Label swimlanes by''' windows are set to '''Project'''.  Also, for this illustration, make sure that '''text columns''' are displayed and that the '''Custom Text Columns''' are set to '''Phase'''. 
+
===Re-Enabling OnePager Bundle Example for Microsoft Project’s Add-in Mode===
  
−
The '''Rows/Swimlanes''' tab in the '''Template Properties''' form looks like this:
+
As an example, suppose that you need to '''enable '''OnePager Bundle in '''Add-in '''mode and must '''disable''' OnePager Pro from '''Add-in '''mode.  At the start of this procedure the '''COM Add-ins '''form for Microsoft Project looks like this:
  
−
<center>[[File:P71-8_5_3-71-(9)-12012021.png]]</center>
+
<center>[[File:P71-2_0_4-71-(11)-02162022.png]]</center>
−
<center>P71-8_5_3-71-(9)-12012021.png</center>
+
<center>P71-2_0_4-71-(11)-02162022.png</center>
  
−
When the steps above are completed and the '''Template Properties''' form for is '''updated''', click the '''Save and use''' button to make the modified '''Template Properties''' form the current '''Template'''.
+
To '''enable '''OnePager Bundle, check the OnePager BundleV7.1.2 checkbox '''ON''' and uncheck the OnePager Pro V7.1.2 checkbox '''OFF''' so that it looks like this:
  
−
===Create a Multi-Project Chart from Separate Multiple Smartsheet Source Plans===
+
<center>[[File:P71-2_0_4-71-(12)-02162022.png]]</center>
 +
<center>P71-2_0_4-71-(12)-02162022.png</center>
  
−
====Launch Smartsheet and Load the First Smartsheet Source Plan====
+
It is important that only one of the OnePager entries be '''enabled''' as '''enabling''' both entries my produce unexpected results.
  
−
For this example the '''OPB Standalone''' application is used.  Launch Smartsheet, open the first of the multi-project Smartsheet '''source plans''', and make any '''editing''' changes necessary.  In this case it’s the '''Merlin-Project Phase 1 and 2''' file. 
+
===Re-Enabling OnePager Bundle Example for Microsoft Excel’s Add-in Mode===
  
−
Next, launch '''OPB Standalone'''.  The '''OnePager Bundle Start''' form appears.   
+
For another example, suppose you need to '''enable '''OnePager Bundle in '''Add-in '''mode and must '''disable''' OnePager Express from '''Add-in '''mode.  At the start of this procedure the '''COM Add-ins '''form for Microsoft Excel looks like this:
  
−
Click the '''NEW''' button which accesses the OnePager choices ('''OPC''') form as shown below:
+
<center>[[File:P71-2_0_4-71-(13)-02162022.png]]</center>
 +
<center>P71-2_0_4-71-(13)-02162022.png</center>
  
−
<center>[[File:P71-8_5_3-71-(10)-12012021.png]]</center>
 
−
<center>P71-8_5_3-71-(10)-12012021.png</center>
 
  
−
Note that the '''Merlin-Project Phase 1 and 2''' Smartsheet '''source plan''' appears in the '''Selected File(s)''' group and that the '''Add/Remove''' button is active.
+
To '''enable '''OnePager Bundle check the OnePager Pro V7.1.2 checkbox '''ON''' and uncheck the OnePager Express V7.1.2 checkbox '''OFF''' so that it looks like this:
  
−
====Adding the Second Smartsheet Source Plan====
+
<center>[[File:P71-2_0_4-71-(14)-02162022.png]]</center>
 +
<center>P71-2_0_4-71-(14)-02162022.png</center>
  
−
Click the '''Add/Remove''' button which accesses the '''Data source selection''' form as shown below:
+
It is important that only one of the OnePager entries be '''enabled''' as '''enabling''' both entries my produce unexpected results.
  
−
<center>[[File:P71-8_5_3-71-(11)-12012021.png]]</center>
+
==Un-Installing OnePager Bundle in a User Account with OnePager Pro and/or OnePager Express==
−
<center>P71-8_5_3-71-(11)-12012021.png</center>
+
  
−
We want to now '''add''' the other Smartsheet '''source plan''' to the '''source packet'''.  To do this, click the '''ADD''' button in the '''Data source selection''' form and a Windows '''Open''' form appears.  Navigate to the desired '''source plan''', select it, and then click the '''Open''' button as shown below:  
+
'''Un-installing''' OnePager Bundle in a '''user account''' is accomplished in the same way as '''un-installing''' most other Windows applications.  However, in this case OnePager Pro and/or OnePager Express are also '''installed''' in the '''user account''' as shown below:
  
−
<center>[[File:P71-8_5_3-71-(12)-12012021.png]]</center>
+
<center>[[File:P71-2_0_4-71-(15)-02282022.png]]</center>
−
<center>P71-8_5_3-71-(12)-12012021.png</center>
+
<center>P71-2_0_4-71-(15)-02282022.png</center>
  
−
After you’ve completed placing the second Smartsheet '''source plan''' into the '''source packet''', the window in the '''Data source selection''' form looks like this:
+
As shown in the illustration above, OnePager Bundle is installed with OnePager Pro and OnePager Express.  To '''un-install''' OnePager Bundle where OnePager Bundle is in '''Add-in''' mode and OnePager Pro and OnePager Express, are both in the Standalone mode, select OnePager Bundle in the above form and click the '''Uninstall''' button.  This action '''un-installs''' OnePager Bundle in the '''Add-in '''and '''Standalone '''modes and the '''Program and Features''' form looks like this:
  
−
<center>[[File:P71-8_5_3-71-(13)-12012021.png]]</center>
+
<center>[[File:P71-2_0_4-71-(15A)-02282022.png]]</center>
−
<center>P71-8_5_3-71-(13)-12012021.png</center>
+
<center>P71-2_0_4-71-(15A)-02282022.png</center>
  
−
When you click the '''OK''' button above, the '''OPC''' form is '''updated''' to reflect that two (2) '''source plans''' are in the '''source packet''' and the '''title''' for the new chart that we typed in as shown here:
+
As a result, OnePager Pro and/or OnePager Express are '''un-attached''' from their respective OnePager products after the operation complete.  Additionally, the OnePager Bundle entry in the '''COM Add-Ins '''forms for OnePager Pro and/or OnePager Express is '''removed''' as shown here:
  
−
<center>[[File:P71-8_5_3-71-(14)-12012021.png]]</center>
 
−
<center>P71-8_5_3-71-(14)-12012021.png</center>
 
  
−
====Create the NEW OnePager Bundle - Smartsheet Multi-Project Chart====
+
<center>'''COM Add-Ins Form for Microsoft Project'''</center>
 +
<center>[[File:P71-2_0_4-71-(16)-02282022.png]]</center>
 +
<center>P71-2_0_4-71-(16)-02282022.png</center>
  
−
When you click the '''Next>''' button, '''OPB''' goes to the second page of the '''OPC''' form where you can confirm other settings or make any '''Template Properties''' form setting changes.
+
<center>'''COM Add-Ins Form for Microsoft Excel'''</center>
 +
<center>[[File:P71-2_0_4-71-(17)-02282022.png]]</center>
 +
<center>P71-2_0_4-71-(17)-02282022.png</center>
  
−
When these confirmations are complete, click the '''Create new chart''' button. The chart looks like this:
+
To '''restore''' OnePager Pro and/or OnePager Express in both the '''Add-in '''and '''Standalone '''modes, check the respective OnePager Pro and/or OnePager Express V7.1.2 checkboxes '''ON''' and click the '''OK '''buttons on the respective '''COM Add-ins '''forms.
  
−
<center>[[File:P71-8_5_3-71-(15)-12012021.png]]</center>
+
==Un-Installing OnePager Pro and/or OnePager Express in a User Account with OnePager Bundle==
−
<center>P71-8_5_3-71-(15)-12012021.png</center>
+
  
−
Once you '''merge''' all your projects into a single snapshot, you can now '''add''' a new snapshot to the chart to show how tasks changed.
+
Where a '''user account''' has OnePager Pro, OnePager Express, and OnePager Bundle '''installed''' with OnePager Pro and/or OnePager Express '''installed '''in the '''Add-in''' mode, it is possible to un-install either OnePager Pro or OnePager Express, retain both in the '''Standalone '''mode and OnePager Bundle in the '''Add-in '''mode.
  
−
===Updating a Chart Created from Multiple Smartsheet Source Plans===
+
In this configuration, to '''un-install''' either OnePager Pro and/or OnePager Express, follow the procedures described in the article links below:
−
 
+
−
Eventually you want to '''update''' your '''multi-project''' chart by either '''adding''' a snapshot or '''replacing''' a snapshot with '''updated''' data.  To perform either the '''add''' or the '''replace''' snapshot, the processes described in these two referenced article references that follow can be used.
+
  
 
<center>
 
<center>
 
{| class="wikitable"
 
{| class="wikitable"
−
| [[REPLACING a Snapshot via Pull Operation for Version 7.1 | REPLACING a Snapshot via Pull Operation]] 7.14.1-71
+
| [[Uninstalling OnePager (Version 7.1)#Uninstalling OnePager Pro | Uninstalling OnePager Pro]] 1.4.2-71
 
|-
 
|-
−
| [[ADDING a Snapshot via Pull Operation for Version 7.1 | ADDING a Snapshot via Pull Operation]] 7.15.1-71
+
| [[Uninstalling OnePager (Version 7.1)#Uninstalling OnePager Express | Uninstalling OnePager Express]] 1.4.2-71
 
|}
 
|}
 
</center>
 
</center>
  
−
The key to making '''updated''' '''multi-project''' charts from '''multiple''' Smartsheet '''source plan''' is the proper management of the Smartsheet data in the '''source packet'''.  Recall that the '''source packet''' contains the '''source plan(s)''' that are to be used to either create or '''update''' a chart.
+
When both OnePager Pro and OnePager Express are '''un-installed''' OnePager Bundle remains the only entry in the Microsoft Project and/or Microsoft Express '''COM Add-ins '''forms.  However, under this scenario, it is necessary for you to '''enable''' OnePager Bundle in both Microsoft Project and/or Microsoft Excel in order to get the Microsoft Project and/or Microsoft Excel '''ADD-INS '''tab to show on the respective tool bar ribbons.
  
−
They are stored as '''file names''' and '''path names''' in the chart’s '''.TAM''' file and can be accessed from the '''Data''' tab’s '''Selected file(s)''' button on the ribbon as shown below:
+
==Related Links==
  
−
<center>[[File:P71-8_5_3-71-(16)-12012021.png]]</center>
+
[[Installing and Activating OnePager Pro for Version 7.1 (Portal) | Installing and Activating OnePager Pro (Portal)]] 1.0.1-71
−
<center>P71-8_5_3-71-(16)-12012021.png</center>
+
  
−
Validating the contents of the '''source packet''' and assuring that these are the Smartsheet '''source plans''' that were '''updated''' is an essential step before proceeding to perform a project '''update'''.
+
[[Uninstalling OnePager (Version 7.1)#Uninstalling OnePager Pro | Uninstalling OnePager Pro]] 1.4.2-71
  
−
==Related Links==
+
[[Uninstalling OnePager (Version 7.1)#Uninstalling OnePager Express | Uninstalling OnePager Express]] 1.4.2-71
  
−
[[Creating a NEW Chart via Pull Operation Feature for Version 7.1 | Creating a NEW Chart via Pull Operation Feature]] 7.13.1-71
+
[[Temporarily Disabling & Re-enabling OnePager for Version 7.1#About Temporarily Disabling & Re-Enabling OnePager Pro for Microsoft Project | Temporarily Disabling & Re-Enabling OnePager Pro for Microsoft Project]] 1.5.2-71
  
−
[[REPLACING a Snapshot via Pull Operation for Version 7.1 | REPLACING a Snapshot via Pull Operation]] 7.14.1-71
+
[[Temporarily Disabling & Re-enabling OnePager for Version 7.1#About Temporarily Disabling & Re-Enabling OnePager Express for Microsoft Excel | Temporarily Disabling & Re-Enabling OnePager Express for Microsoft Excel]] 1.5.2-71
  
−
[[ADDING a Snapshot via Pull Operation for Version 7.1 | ADDING a Snapshot via Pull Operation]] 7.15.1-71
+
[[Installing and Activating OnePager Express for Version 7.1 (Portal) | Installing and Activating OnePager Express (Portal)]] 2.0.2-71
  
−
[[Merging the Wrong Tasks into a Chart for Version 7.1 - OnePager Bundle - Smartsheet | Merging the Wrong Tasks into a Chart for Version 7.1 - OnePager Bundle - Smartsheet]] 7.21.1-71
+
[[Installing and Activating OnePager Bundle for Version 7.1 (Portal) | Installing and Activating OnePager Bundle (Portal)]] 2.0.3-71
  
−
(8.5.3-71)
+
(2.0.4-71)
  
 
[[Category:Version 7.1]]
 
[[Category:Version 7.1]]
−
[[Category:Desktop]]
+
[[Category:Installation]]
−
[[Category:Basic Workflows]]
+
[[Category:Add-in]]
−
[[Category:Multi-Project Formats]]
+
[[Category:Standalone]]
−
[[Category:Conditional Import Filters]]
+
[[Category:OnePager Pro]]
−
[[Category:Templates]]
+
[[Category:OnePager Express]]
−
[[Category:OnePager Choices Form]]
+
−
[[Category:Charts]]
+
−
[[Category:Sharing Output]]
+
−
[[Category:Smartsheet]]
+
 
[[Category:OnePager Bundle]]
 
[[Category:OnePager Bundle]]

Revision as of 17:33, 28 February 2022

Installing OnePager Bundle with OnePager Pro and/or OnePager Express for Version 7.1 (P71-2_0_4-71-02282022.docx)

Introduction

Most OnePager users install either OnePager Pro and/or OnePager Express into a user account for use with Microsoft Project or Microsoft Excel, respectively. OnePager Pro and Express operate in two modes: (1) The Add-in mode where OnePager is launched from “inside” Microsoft Project or Microsoft Excel, or (2) The Standalone mode where either OnePager Pro or OnePager Express is launched from a desktop icon, the Windows task-bar, or Start-Menu shortcuts.

Our new OnePager Bundle offers capabilities of OnePager Pro and OnePager Express in both the Add-in and Standalone modes. With the capabilities of OnePager Bundle installed in a user account there is generally no need to have OnePager Pro and/or OnePager Express also installed in the same user account. Our recommendation to OnePager Bundle users, therefore, is to avoid having OnePager Pro and/or OnePager Express installed in the same user account along with OnePager Bundle.

There are, however, possible situation where a user account needs to retain OnePager Pro and/or OnePager Express but also needs the capabilities of OnePager Bundle. For example, suppose the user account is operating with an older version of OnePager Pro and/or OnePager Express but needs the latest editions of OnePager products available in OnePager Bundle. It is possible to operate within a user account with all three OnePager products if steps are taken to manage which of the products are enabled in the Add-in mode.

This article explains how to manage the Add-in modes of OnePager Pro, OnePager Express, and OnePager Bundle within the same user account.

Installing OnePager Bundle in a User Account with OnePager Pro and/or OnePager Express

Suppose a user account has both OnePager Pro and OnePager Express installed in both the Add-in and Standalone modes and the need exists to install OnePager Bundle in this same user account. This can be done by simply following the installation process for OnePager Bundle as directed by the normal installation process for OnePager products.

For more detailed information on installing OnePager Bundle, please see the article at: Installing and Activating OnePager Bundle (Portal) 2.0.3-71.

Installation Process for OnePager Bundle

During the OnePager Bundle installation process you are asked to enable OnePager Bundle as an Add-in by clicking the Launch from my desktop or from MS Project/Excel radio button on the Installation options form shown below:

P71-2 0 4-71-(1)-02162022.png
P71-2_0_4-71-(1)-02162022.png

Results from Installing OnePager Bundle with OnePager Pro and/or Express

Making the selection to launch OnePager Bundle in both the Add-in and Standalone modes as shown above produces the following results:

1) OnePager Bundle disables OnePager Pro and/or OnePager Express as Add-ins to Microsoft Project and/or Microsoft Excel.

2) OnePager Bundle enables itself as an Add-in option to both Microsoft Project and/or Microsoft Excel.

3) OnePager Pro, OnePager Express, and OnePager Bundle remain enabled and available to be individually launched in Standalone mode and the desktop icons, task-bar, and Start-Menu shortcuts are all available for use.

4) Using the double-left-click method on a .TAM or .TAT file launches OnePager Bundle in the Standalone mode since the OnePager Bundle product is the last product installed.

5) If you select the Launch from my desktop only option in the Installation options form shown above, OnePager Pro and/or OnePager Express are NOT disabled and remain available in Add-in mode for future use. In other words, the actions described in items 1) and 2) above are NOT taken by OnePager Bundle.

The resulting configuration of the user account based upon the actions taken in items 1) through 3) above are that OnePager Bundle is available in the Add-in and Standalone modes and OnePager Pro and/or OnePager Express is available only in the Standalone mode.

The Add-in tabs for OnePager Pro and OnePager Express are available when you launch Microsoft Project and/or Microsoft Excel but clicking the Add-in tab from either Microsoft Project or Microsoft Excel launches OnePager Bundle. Launching OnePager Pro or OnePager Express from their respective desktop icons launches OnePager Pro and/or OnePager Express in their Standalone modes.

Re-Enabling OnePager Pro and/or Express in Add-in Mode

If required in the future, it is possible to enable OnePager Pro and/or Express in the Add-in mode as long as you disable OnePager Bundle in the Add-in mode in Microsoft Project and/or Microsoft Excel.

Doing this requires that you access the COM Add-ins form for Microsoft Project and/or Microsoft Excel, disable OnePager Pro and/or OnePager Express, and assure that OnePager Bundle is enabled.

For information on disabling and re-enabling OnePager Pro and OnePager Express, please see the article sections given in the table below:

Temporarily Disabling & Re-Enabling OnePager Pro for Microsoft Project 1.5.2-71
Temporarily Disabling & Re-Enabling OnePager Express for Microsoft Excel 1.5.2-71

The following sub-sections demonstrate how to re-enable OnePager Pro and OnePager Express in Add-in mode.

Re-Enabling OnePager Pro Example for Microsoft Project’s Add-in Mode

As an example, suppose that you need to enable OnePager Pro in Add-in mode and must disable OnePager Bundle from Add-in mode. At the start of this procedure the COM Add-ins form for Microsoft Project looks like this:

P71-2 0 4-71-(2)-02162022.png
P71-2_0_4-71-(2)-02162022.png

To enable OnePager Pro, check the OnePager Pro V7.1.2 checkbox ON and uncheck the OnePager Bundle V7.1.2 checkbox OFF so that it looks like this:

P71-2 0 4-71-(3)-02162022.png
P71-2_0_4-71-(3)-02162022.png

It is important that only one of the OnePager entries be enabled as enabling both entries my produce unexpected results.

Re-Enabling OnePager Express Example for Microsoft Excel’s Add-in Mode

For another example, suppose you need to enable OnePager Express in Add-in mode and must disable OnePager Bundle from Add-in mode. At the start of this procedure the COM Add-ins form for Microsoft Excel looks like this:

P71-2 0 4-71-(4)-02162022.png
P71-2_0_4-71-(4)-02162022.png

To enable OnePager Express, check the OnePager Express V7.1.2 checkbox ON and uncheck the OnePager Bundle V7.1.2 checkbox OFF so that it looks like this:

P71-2 0 4-71-(5)-02162022.png
P71-2_0_4-71-(5)-02162022.png

It is important that only one of the OnePager entries be enabled as enabling both entries my produce unexpected results.

Launching OnePager from Microsoft Project with OnePager Bundle in Add-in Mode

Assuming that the configuration is such that OnePager Bundle is in Add-in mode, meaning that OnePager Pro can only be launched in Standalone mode, the sequence for using the Add-in tab on Microsoft Project, for example, looks like the following sequence:

1) Launching Microsoft Project and navigating to the ADD-INS tab looks like this:

P71-2 0 4-71-(6)-02162022.png
P71-2_0_4-71-(6)-02162022.png

2) Clicking the OnePager Bundle button launches OnePager Bundle as shown below:

P71-2 0 4-71-(7)-02162022.png
P71-2_0_4-71-(7)-02162022.png

3) OnePager Bundle is now available to use to create a NEW chart, UPDATE an existing chart, or OPEN an existing chart.

Launching OnePager from Microsoft Excel with OnePager Bundle in Add-in Mode

For Microsoft Excel, assume the configuration is such that OnePager Bundle is in Add-in mode, meaning that OnePager Express can only be launched in Standalone mode, the sequence for using the Add-in tab on Microsoft Excel, for example, looks like the following sequence:

1) Launching Microsoft Excel and navigating to the Add-ins tab looks like this:

P71-2 0 4-71-(8)-02162022.png
P71-2_0_4-71-(8)-02162022.png

2) Clicking the OnePager Bundle button launches OnePager Bundle as shown below:

P71-2 0 4-71-(9)-02162022.png
P71-2_0_4-71-(9)-02162022.png

3) OnePager Bundle is now available to use to create a NEW chart, UPDATE an existing chart, or OPEN an existing chart

Installing OnePager Pro and/or OnePager Express in a User Account with OnePager Bundle

Suppose a user account has OnePager Bundle installed in the both the Add-in and Standalone mode and the need exists to install OnePager Pro and/or OnePager Express in this same user account. This can be done by simply following the installation processes for OnePager Pro and/or OnePager Express as directed by the normal installation process for OnePager products.

For more detailed information on installing OnePager Pro and OnePager Express, please see the articles at:

Installing and Activating OnePager Pro (Portal) 1.0.1-71
Installing and Activating OnePager Express (Portal) 2.0.2-71

Installation Process for OnePager Pro - Example

During the OnePager Pro installation process you are asked to enable OnePager Pro as an Add-in by clicking the Launch from my desktop or from Microsoft Project radio button on the Installation options form shown below:

P71-2 0 4-71-(10)-02162022.png
P71-2_0_4-71-(10)-02162022.png

Results from Installing OnePager Pro and/or OnePager Express with OnePager Bundle

Making the selection to launch OnePager Pro and/or OnePager Express in both the Add-in and Standalone modes as shown above produces the following results:

1) OnePager Pro and/or OnePager Express disables OnePager Bundle as Add-ins to Microsoft Project and/or Microsoft Excel.

2) OnePager Pro and/or OnePager Express enables themselves as Add-in options to both Microsoft Project and/or Microsoft Excel.

3) OnePager Pro, OnePager Express, and OnePager Bundle remain enabled and available to be individually launched in Standalone mode and the desktop icons, task-bar, and Start-Menu shortcuts are all available for use.

4) Using the double-left-click method on a .TAM or .TAT file launches OnePager Pro or OnePager Express in the Standalone mode since these products are the last product installed.

5) If you select the Launch from my desktop only option in the Installation options shown above, OnePager Pro and/or OnePager Express are NOT disabled and remain available in Add-in mode for future use. In other words, the actions described in items 1) and 2) above are not taken by OnePager Pro and/or OnePager Express.

The resulting configuration of the user account based upon the actions taken in items 1) through 3) above are that OnePager Pro and/or OnePager Express are available in the Add-in and Standalone modes and OnePager Bundle is available only in the Standalone mode.

The Add-in tabs for OnePager Pro and OnePager Express are available when you launch Microsoft Project and/or Microsoft Excel and clicking the Add-in tab from either Microsoft Project or Microsoft Excel launches OnePager Pro or OnePager Express respectively. Launching OnePager Pro or OnePager Express from their respective desktop icons launches OnePager Pro and/or OnePager Express in their Standalone modes.

Re-Enabling OnePager Bundle in Add-in Mode

If required in the future, it is possible to enable Bundle in the Add-in mode as long as you disable OnePager Pro and/or OnePager Express in the Add-in mode for Microsoft Project and/or Microsoft Excel.

Doing this requires that you access the COM Add-ins form for Microsoft Project and/or Microsoft Excel, disable OnePager Pro and/or OnePager Express, and assure that OnePager Bundle is enabled.

For information on disabling and re-enabling OnePager Pro and OnePager Express, please see the article sections given in the table below:

Temporarily Disabling & Re-Enabling OnePager Pro for Microsoft Project 1.5.2-71
Temporarily Disabling & Re-Enabling OnePager Express for Microsoft Excel 1.5.2-71

Re-Enabling OnePager Bundle Example for Microsoft Project’s Add-in Mode

As an example, suppose that you need to enable OnePager Bundle in Add-in mode and must disable OnePager Pro from Add-in mode. At the start of this procedure the COM Add-ins form for Microsoft Project looks like this:

P71-2 0 4-71-(11)-02162022.png
P71-2_0_4-71-(11)-02162022.png

To enable OnePager Bundle, check the OnePager BundleV7.1.2 checkbox ON and uncheck the OnePager Pro V7.1.2 checkbox OFF so that it looks like this:

P71-2 0 4-71-(12)-02162022.png
P71-2_0_4-71-(12)-02162022.png

It is important that only one of the OnePager entries be enabled as enabling both entries my produce unexpected results.

Re-Enabling OnePager Bundle Example for Microsoft Excel’s Add-in Mode

For another example, suppose you need to enable OnePager Bundle in Add-in mode and must disable OnePager Express from Add-in mode. At the start of this procedure the COM Add-ins form for Microsoft Excel looks like this:

P71-2 0 4-71-(13)-02162022.png
P71-2_0_4-71-(13)-02162022.png


To enable OnePager Bundle check the OnePager Pro V7.1.2 checkbox ON and uncheck the OnePager Express V7.1.2 checkbox OFF so that it looks like this:

P71-2 0 4-71-(14)-02162022.png
P71-2_0_4-71-(14)-02162022.png

It is important that only one of the OnePager entries be enabled as enabling both entries my produce unexpected results.

Un-Installing OnePager Bundle in a User Account with OnePager Pro and/or OnePager Express

Un-installing OnePager Bundle in a user account is accomplished in the same way as un-installing most other Windows applications. However, in this case OnePager Pro and/or OnePager Express are also installed in the user account as shown below:

P71-2 0 4-71-(15)-02282022.png
P71-2_0_4-71-(15)-02282022.png

As shown in the illustration above, OnePager Bundle is installed with OnePager Pro and OnePager Express. To un-install OnePager Bundle where OnePager Bundle is in Add-in mode and OnePager Pro and OnePager Express, are both in the Standalone mode, select OnePager Bundle in the above form and click the Uninstall button. This action un-installs OnePager Bundle in the Add-in and Standalone modes and the Program and Features form looks like this:

P71-2 0 4-71-(15A)-02282022.png
P71-2_0_4-71-(15A)-02282022.png
As a result, OnePager Pro and/or OnePager Express are un-attached from their respective OnePager products after the operation complete.  Additionally, the OnePager Bundle entry in the COM Add-Ins forms for OnePager Pro and/or OnePager Express is removed as shown here:


COM Add-Ins Form for Microsoft Project
P71-2 0 4-71-(16)-02282022.png
P71-2_0_4-71-(16)-02282022.png
COM Add-Ins Form for Microsoft Excel
P71-2 0 4-71-(17)-02282022.png
P71-2_0_4-71-(17)-02282022.png

To restore OnePager Pro and/or OnePager Express in both the Add-in and Standalone modes, check the respective OnePager Pro and/or OnePager Express V7.1.2 checkboxes ON and click the OK buttons on the respective COM Add-ins forms.

Un-Installing OnePager Pro and/or OnePager Express in a User Account with OnePager Bundle

Where a user account has OnePager Pro, OnePager Express, and OnePager Bundle installed with OnePager Pro and/or OnePager Express installed in the Add-in mode, it is possible to un-install either OnePager Pro or OnePager Express, retain both in the Standalone mode and OnePager Bundle in the Add-in mode.

In this configuration, to un-install either OnePager Pro and/or OnePager Express, follow the procedures described in the article links below:

Uninstalling OnePager Pro 1.4.2-71
Uninstalling OnePager Express 1.4.2-71

When both OnePager Pro and OnePager Express are un-installed OnePager Bundle remains the only entry in the Microsoft Project and/or Microsoft Express COM Add-ins forms. However, under this scenario, it is necessary for you to enable OnePager Bundle in both Microsoft Project and/or Microsoft Excel in order to get the Microsoft Project and/or Microsoft Excel ADD-INS tab to show on the respective tool bar ribbons.

Related Links

Installing and Activating OnePager Pro (Portal) 1.0.1-71

Uninstalling OnePager Pro 1.4.2-71

Uninstalling OnePager Express 1.4.2-71

Temporarily Disabling & Re-Enabling OnePager Pro for Microsoft Project 1.5.2-71

Temporarily Disabling & Re-Enabling OnePager Express for Microsoft Excel 1.5.2-71

Installing and Activating OnePager Express (Portal) 2.0.2-71

Installing and Activating OnePager Bundle (Portal) 2.0.3-71

(2.0.4-71)

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