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Backing up your Macabacus settings allows you to import them on another computer, avoiding the need to tediously configure Macabacus the same way on multiple computers. Note that back-up and import operations do not involve library content and templates—you must back them up separately, if desired.
If you elect to send usage data to Macabacus (enabled by default) and your computing environment supports communication with Macabacus' server, most Macabacus settings will be uploaded automatically to Macabacus' server—the "cloud"—when you modify them in the Application Settings and Common Settings dialogs, among other places.
If Macabacus is in trial mode, settings will not back up automatically to the cloud. You must create a Macabacus account by purchasing a subscription and activate Macabacus to use this feature.
If you chose not to send usage data to Macabacus, your computing environment does not support communication with Macabacus' server, Macabacus is in trial mode, or for any other reason, you can manually back up your settings to an XML file by clicking the
Back Up button on the
Macabacus > Settings > Back Up/Import/Reset menu.
You can import settings saved to the cloud or an XML file by clicking the
Macabacus > Settings > Back Up/Import/Reset > Import button. Additionally, you can download settings saved to the cloud as an XML file from within your Admin Console.
If you need to revert to Macabacus' default settings, click the
Reset button found on the same menu. Any shared settings published by your organization will overwrite the default settings upon reset.
If you import or reset Macabacus settings in one Office application (e.g., Excel), you may need to restart other Office applications (e.g., PowerPoint) before changes to your settings are reflected in those applications.
To restore shortcut keystroke settings backed up in earlier versions of Macabacus, click the
Restore Settings button on the
Macabacus > Settings > Keyboard menu. To reset shortcut keystrokes, use the Shortcut Manager.
Shared settings are those Macabacus settings that can be set by an administrator for use by all Macabacus users in an organization, in order to facilitate uniformity in the formatting of materials produced across your organization, and to standardize the Macabacus experience for all users. Shared settings may include certain Macabacus settings which are applicable to specific Office applications, and Macabacus settings common to all Office applications. Not all Macabacus settings are eligible for sharing, as some Macabacus tools should always be customizable by end users. Shareable settings are listing in the following table.
End users without administrator privileges will be unable to make changes to Macabacus settings that are shared. Keep this in mind when selecting which settings to share.
|Color Palette||A fixed color palette used to standardize colors across Office applications, workbooks, presentations, documents, and organizations.|
|Standard Sizes||Pre-defined rectangular dimensions used to conform the sizes of Office shapes and Excel ranges to your organization's presentation/document layouts.|
|Keyboard Shortcuts||Shortcut keystrokes for Macabacus tools in Excel and Word.|
|Tab Accelerator Keys||Keys that activate the Macabacus tabs in the Office ribbon, which can be customized to avoid conflict with other add-ins. For example, H is the accelerator key for the Home tab.|
|Company Library Path||Folder path to the company library containing reusable content and templates.|
|Library Cache Frequency||Frequency with which remote (network) libraries are cached locally for working with library content and templates offline.|
|Software Updates||Enable/disable notification of Macabacus software update availability.|
|Send Usage Statistics||Enable/disable sending usage statistics to Macabacus for better technical support and product improvement.|
|Show Beta Tools||Show tools in the ribbon or other Macabacus interfaces that are in beta testing, and which may be removed or changed extensively in subsequent releases.|
|Support Email||An internal support email address used to handle Macabacus support inquiries internally.|
|New Presentation Slides||Sets which specially designated slides (e.g., cover page, table of contents, legal notices, etc.) are automatically included when creating new presentations using a Macabacus-enabled template.|
|Override Native New Presentation||When enabled, Macabacus applies the Standard Slides templates to new presentations created using native PowerPoint methods (such as keying Ctrl N), and automatically inserts any specified, specially designated slides.|
|Agenda||Settings related to agenda (i.e., table of contents) behavior and appearance.|
|Slide Stamps||A collection of words or phrases (e.g., CONFIDENTIAL, DRAFT, For Internal Use Only) that can be added to multiple slides in a presentation at once.|
|New Presentation Default Stamp||The default stamp, if any, that will be automatically applied to slides in a new presentation.|
|Color Cycles||Collections of colors through which cell font, fill, and border colors are cycled when the applicable shortcuts are keyed repeatedly.|
|AutoColor Settings||The font color scheme used for coloring cells based on their contents (e.g., inputs, links to other sheets, external data, etc.).|
|Default Colors||The default font and border colors (typically black) used for cell font recoloring and cell border coloring, respectively.|
|Number Format Cycles||Number formats like percentages and currencies applied to cells using Number Format Cycles.|
|Custom Style Cycles||Cells styles that modify multiple cell formatting properties (e.g., number format, colors, and border styles) and are applied to cells using Custom Style Cycles.|
First, ensure that the Macabacus settings you intend to share are customized as desired on your computer. Your local Macabacus settings are what will be published for others to use. Next, open the Enterprise Configuration dialog by clicking the
Macabacus > Settings > Enterprise Configuration button in Excel, PowerPoint, or Word. To prevent unauthorized changes, the Enterprise Configuration dialog will not open unless the Office application is run as an administrator. In the Enterprise Configuration dialog, add a checkmark next to the Macabacus settings you want to share across your organization.
The easiest way to share Macabacus settings across your organization is to publish them to the cloud, where they are stored on Macabacus' server. Once you have selected the Macabacus settings to share as described above, select the
Publish Now button.
The next time users within your organization sign into the Macabacus add-in in Excel, PowerPoint, or Word, Macabacus will automatically download your shared settings from the Macabacus server and make them immediately available.
To make changes to shared settings, open the Enterprise Configuration dialog, check/uncheck the desired settings, and click the
Publish Now button. The existing shared settings stored in the cloud will be overwritten with the new settings.
Alternatively, you can publish your shared Macabacus settings to a location on your network. This option is more technically involved, and you may require assistance from an IT professional. Once you have selected the Macabacus settings to share as described above, select the
Publish to Network option in the Enterprise Configuration dialog and click the
Publish Now button.
If you are publishing shared settings for the first time, or Macabacus cannot find an existing shared settings configuration file, clicking the
Publish Now button will generate a shared settings configuration file (an XML file) on your computer. The path to this file will be shown in the Enterprise Configuration dialog. Move this file to a network location accessible to all Macabacus users and update the path in the Enterprise Configuration dialog using the
End users require read access to the network location of the shared settings configuration file.
Once you have moved the shared settings configuration file to an appropriate network location, the end users' computers need to know where the file is located. This is accomplished via a registry key—shown in the Registry section of the Enterprise Configuration dialog—that instructs Macabacus where to find the configuration file. This registry key must be replicated on each Macabacus user's computer. The next time users start Office applications for which Macabacus is installed, Macabacus will automatically import shared settings from the path specified in the registry if there is an update. Upon closing the Enterprise Configuration dialog, this registry key will be created/updated on the administrator's computer.
When updating shared settings, the existing configuration file will be replaced with the new information. As long as the path to the file has not changed, you do not need to update the registries of your users. If you need to change the location of or rename the shared settings configuration file, click the
Browse button to locate the file and close the dialog to update the registry on your local machine. Then, distribute this registry change to other computers on your network.
If your organization has a small number of Macabacus users and limited IT support, and publishing to the cloud is not possible because you are using activation codes, you can share Macabacus settings across your organization by configuring Macabacus on a single PC, then back up your settings to an XML file. Email this file to other Macabacus users with instructions to import settings from this file. Note that users will not be prevented from making changes to these settings and are not required to implement them.
This documentation refers to Macabacus version 8.6.5, and may differ from the PDF documentation
on your computer that installed with your version of Macabacus.