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Franklin Planner for Outlook

Franklin Planner for Microsoft Outlook (FPO) extends Outlook's Calendar, Journal and Tasks with the Franklin Covey approach to life management.  It includes synchronization with Windows CE and Palm Computing PDAs and printing to Franklin Planner diary pages.

Outlook 98 users need to install the Expression Service component.

For Outlook 2000, there are some issues (and workarounds related to the extensions to the Outlook Today page.

Outlook 2000 Fixes

Many thanks to Robert Pankratz for providing the following information on Outlook 2000 fixes. Your mileage may vary.

Errors fixed or worked around

  • The Macro virus warning
  • ActiveX script warning
  • Script errors in WMMToday htm
  • Script errors in each of the WMM forms
  • Script errors in the Fcoptions.htm file
  • Crash with Role called "Provider"
  • FIX: The Macro virus warning

    1. In Outlook 2000, choose Tools | Options | Security | Attachment Security.
    2. Set it to none.
    3. Click OK twice.
    4. Close and restart Outlook.

    Yes, this exposes you to some risk, you'll have to choose for yourself if the risk is warranted.

    FIX: ActiveX script warning

    This is cause by FPO's failure to digitally sign their ActiveX .ocx controls. This should take them all of one hour to rectify. Why they haven't I don't know. You can avoid the error by making your machine a trusted web site.:

    1. In Outlook 2000, choose Tools | Options | Security | Zone Settings.
    2. Pick Local Intranet.
    3. Click Sites.
    4. Verify that the check box for UNC's is checked.
    5. Click advanced.
    6. Add a site as follows: "file://\\machinename\c\program files\franklin covey\outlook" (or whatever the path should be on your machine.
    7. Click OK twice.
    8. Click Custom Level.
    9. Set all ActiveX entries to enable.
    10. Click Ok three times.
    11. Share your hard drive as "c" using explorer (NT users with admin priv can use C$) instead.
    12. Create a text file containing data for the Outlook registry keys as follows:

    begin fix.reg
    =========

    Windows Registry Editor Version 4.00
    
    [HKEY_CURRENT_USER\Software\Microsoft\Office\9.0\Outlook\Today]
    "CalDays"="3"
    "Url"="\\\\machinename\\c\\program files\\franklin covey\\outlook\\home.htm"
    "BackFCUrl"="\\\\machinename\\c\\program files\\franklin covey\\outlook\\home.htm"

    ======
    end fix.reg

    Replace machinename with the name of your computer. Save  the text between the ====='s to a file called Fix.reg and then double-click on it. This will put the values into the registry.

    1. Close and restart Outlook.

    If you are concerned about sharing your hard drive, share it with a password, and append a "$" to the end of the share name to make it invisible. Then map a drive letter on your machine to it. This should cache the password for your user session, thus allowing access via the UNC path.

    FIX: Script errors in WMMToday htm

    Using Notepad or another text editor (not Microsoft Word) make the following changes to these FPO files:

    1. In plan.htm: change all occurrences of "UCase( window.external.GetDate() )" to "Ucase(OM.GetDate())"
    2. In plan.htm: change all occurrences of "document.location =" to "document.location.href ="
    3. In act.htm:change all occurrences of "UCase( window.external.GetDate() )" to "Ucase(OM.GetDate())"
    4. In discover.htm: change all occurrences of "UCase( window.external.GetDate() )" to "Ucase(OM.GetDate())"
    5. In discover.htm: change all occurrences of "document.location =" to "document.location.href ="
    6. In home.htm: change all occurrences of "UCase( window.external.GetDate() )" to "Ucase(OM.GetDate())"

    FIX: Script errors in each of the WMM forms

    Ok this one is a bit trickier. To edit forms you must use the following sequence.

    1. From the main Outlook screen, select the folder from WMM that you want to fix the form for. Then:
    2. Choose Tools | Forms | Design a Form.
    3. Find the folder in question from the list.
    4. Select the form, hold down the Shift key and click OK. (Shift is a must to prevent code execution.)
    5. When the form appears in design mode, choose Form | View Code.
    6. Make the code edits described below.
    7. Close the code windows
    8. Choose Tools | Forms | Publish Form (don't use Publish As).
    9. Close the form, don't save (Publish saved the code).

    Ok, using those steps, open each of the Franklin Forms: &Value, &Role, &Goal, &Mission, &Compass and change the code:

    1. On all forms, change "links" to "myLinks" (don't change "link" just "links")
    2. On the long range goal form, also change "Message" to "LGoal" (change occurrences of Message that are in quotes only)
    3. On the long range goal form after changing the code and before publishing, choose the "Message" tab and then do Form | Rename from the menu and rename the form to "LGoal"

    FIX: Script errors in the Fcoptions.htm file

    1. Open Fcoptions.htm in a text editor (not Microsoft Word).
    2. Find the first occurrence of the following text:

      <script defer language="VBScript">

    3. Directly above that line, insert the following lines:

      <!-- OUTLOOK OBJECT FOR DATABINDING -->
      <!-- Outlook's ActiveX Control -->
      <object id="OM" classid="clsid:0006F069-0000-0000-C000-00000000046">
      </object>

    4. Change all occurencess of window.external.SetPrefs and window.external.GetPrefs to OM.SetPrefs and OM.GetPrefs
    5. Save the file. That's it. Your options page should now work.

    FIX: Crash with Role called "Provider"

    If one role's name is a subset of another role's name, you will get a VBScript error. This is because Discover.htm and Plan.htm use a "string" variable as a hit state for known categories aka roles. Therefore, if one the wording of one category is a subset of another and the "subset" is hit after the superset in the processing order, then the subset never gets enumerated. Later attempts to reference the subset fail. Aka the error we are seeing.

    The string does have key boundaries in the form of ","'s but there are no phrase boundaries to ensure the uniqueness of the strings and prevent sub cases. So while I dislike this method of hit counting, I have a hack to fix it. If there is a "list" construct in VBScript it should be used instead, but since this is a hack I can live with it. Here's the hack to fix this:

    1. In Discover.htm find the two lines that look like this:

      subjStrip = Replace(subj, " ", "_")

      and replace them with this:

      subjStrip = "~" & Replace(subj, " ", "_") & "~"

    2. In Plan.htm find the two lines that look like this:

      roleStrip = Replace(role, " ", "_")

      and replace them with this:

      roleStrip = "~" & Replace(role, " ", "_") & "~"
    Back to Top

    Notes on Outlook 2000 Fixes

    From Robert Pankratz: Ok some quick commentary. Yes this only took four hours to fix, and I have little to no training in VBScript or VBA. But I have taken some security liberties here that a professional company cannot. After reviewing the code, it is clear the FC got bit by some changes Microsoft introduced in Outlook 2000. Examples:
  • Links is now a reserved object (although a good programmer uses things link "my" prefixes in modern code, just to be safe.
  • document.location default equivalent to document.location.href was removed. (Shame on the programer for using the default, when an explicit was available. Guess that lesson comes with age. Never ever use the default, be explicit)
  • Security got a lot tighter. Digitally unsigned .ocx controls used to work; now they don't. (Simple to fix why they haven't signed them and posted them for download, guess you'll have to ask them.)
  • Again Security got a lot tighter. windows.external calls are now much more restricted. Solution == don't use so many windows.external calls; find a safe equivalent
  • Message was the default form tab name. Message is still the default form name, but it is also now an object. If you are going to reference the page/tab rename it. Again, never use the default.
  • Back to Top

    More Information

  • Order Franklin Planner for Outlook through Amazon.com
  • Franklin Covey Online Communities -- Choose the Technology Forum for posts related to Franklin Planner for Outlook.
  • Calendar Tools
  • Updated Jul 15 2008

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