Guidelines: Installing and Customizing Microsoft Word Templates
Templates for use with the Rational Unified Process (RUP) are
provided for Microsoft® Word® 97 and 2000.
This page addresses:
Please refer to the Microsoft Word documentation for additional
instructions on how to add customized templates to your Word environment and
work with document fields.
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If you already have a folder for your RUP templates, remember its
location in the file system and go to step 4.
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Locate your Word 'User Templates' directory by starting Word and selecting
Tools > Options > File Locations. If no folder is specified,
double-click on the User Templates entry to display the Modify
Location
dialog. Create a folder where you want your user templates to reside, and
click OK to make this folder your User Templates home.
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From the Windows File Explorer, create a new folder (for example 'RUP Templates')
within the User Templates folder created or identified in step 2.
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Open the zip file containing the Rational Unified Process Word templates
(click here and select Open this file...).
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Extract the contents of the zip file into the RUP Templates folder you
identified in step 1 or created in step 3. Hint: Check the Use Folder
Names option to avoid having all the template files extracted into the
same file system folder.
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When you start Microsoft Word the next time, the New dialog box
in the File menu will include a tab called RUP Templates.
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To create a new file from a template, select the RUP Templates tab,
and select the desired template file.
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Open Microsoft Word and select File>New, RUP
Templates tab, and the template of your choice.
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At the lower right side of the New dialog box, you'll see
the Create New option buttons. If you're creating a new document
using the selected template, click Document. If you're creating a new
template using the selected template, click Template. Select the
desired Rational Unified Process template and click OK.
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Under the Summary tab, Replace Project Name, Company Name, and
customize the document title in the displayed fields, as appropriate.
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Select OK to close the Properties dialog box.
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From the Word menu bar, select View>Header and
Footer.
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Scroll through the headers and footers, changing the
document version number and dates in the headers and footers, as appropriate
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Select Close to close the Header and Footer
dialog box.
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From the Word menu bar, select File>Save As...
to select the appropriate folder location and name for the new Word
file.
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Exit from Word and re-open the saved document to view the
updated fields.
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If any field is not updated in the displayed document,
right-click on the displayed field name and select Update Field.
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See Microsoft Word Help for more information on working
with fields.
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