Configure clients computers to bulk edit attributes in Microsoft Excel [AX 2012]

Updated: July 12, 2013

Applies To: Microsoft Dynamics AX 2012 R3

Microsoft Dynamics AX users can bulk edit product attributes for a retail catalog by using Microsoft Excel. The bulk-edit process uses a macro created specifically for Microsoft Dynamics AX. By default, macros are disabled in Excel. This topic describes how to enable signed macros in Excel and how to verify that Microsoft is a trusted macro publisher. After you perform the steps in this topic, Microsoft Dynamics AX users can perform a bulk edit, as described in Bulk edit product attributes by using Excel.

ImportantImportant

You must perform the following procedures on each computer that will bulk edit attributes.

A signed macro includes a digital signature that identifies the creator and verifies the safety of the macro. Microsoft Dynamics AX 2012 R2 includes a macro signed by Microsoft for bulk editing catalog attributes. You must enable signed macros in Excel before Microsoft Dynamics AX users can use the macro. Configuring macros with the following procedure has the following effect:

Macros are disabled, but security alerts appear if there are macros present. However, if the macro is digitally signed by a trusted publisher, the macro runs if you have trusted the publisher. If you have not trusted the publisher, you are notified to enable the signed macro and trust the publisher.

  1. On the client computer that will be used to bulk edit attributes, open Excel.

  2. Click File, and then click Options.

  3. In the Excel Options form, click Trust Center, and then click the Trust Center Settings button.

  4. In the Trust Center form, click Macro Settings.

  5. Click Disable all macros except digitally signed macros, and then click OK.

If Microsoft is listed a trusted publisher in Excel, Microsoft Dynamics AX users can use the bulk edit macro without being prompted to enable the macro.

  1. On the client computer that will be used to bulk edit attributes, open Excel.

  2. Click File, and then click Options.

  3. In the Excel Options form, click Trust Center, and then click the Trust Center Settings button.

  4. In the Trust Center form, click Trusted Publishers. Verify that Microsoft Corporation and Microsoft Code Signing PCA are listed in the form. There could be several Microsoft certificates listed on the form. Verify that at least one Microsoft certificate has not expired. If a valid certificate exists, click OK. Microsoft Dynamics AX users on the local computer can now use the bulk edit macro in Excel. If no Microsoft certificate is listed, import a valid excel-cert.cer certificate into the local computer certificate store.

  5. From the Windows desktop, click Start and then click Run.

  6. Type MMC and press Enter.

  7. Click Certificates and then click the Add button (>).

  8. Click Computer account and then click Local computer.

  9. In MMC, expand Certificates and right-click Trusted Publishers.

  10. Click All Tasks and then click Import.

  11. Use the Certificate Import wizard to import a valid excel-cert.cer file and then click OK.

  12. Accept the default values.

  13. In the Excel Trust Center form, click Trusted Publishers. Verify that Microsoft Corporation and Microsoft Code Signing PCA are listed in the form. There could be several Microsoft certificates listed on the form. Verify that at least one Microsoft certificate has not expired. If a valid certificate exists, click OK.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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