Guidelines: Installing and Customizing Microsoft Word Templates (Informal Set)

Templates for use with the Rational Unified Process (RUP) are provided for Microsoft® Word® 97 and 2000. 

This page addresses:

• how to install Microsoft Word document templates for your project

• how to customize individual documents for your project

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.

To install document templates for your project

1. If you already have a folder for your RUP templates, remember its location in the file system and go to step 4.

2. 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.

3. From the Windows File Explorer, create a new folder (for example 'RUP Templates') within the User Templates folder created or identified in step 2.

4. Open the zip file containing the Rational Unified Process Word templates (click here and select Open this file...).

5. 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.

6. When you start Microsoft Word the next time, the New dialog box in the File menu will include a tab called RUP Templates.

7. To create a new file from a template, select the RUP Templates tab, and select the desired template file.

To customize individual documents for your project

1. Open Microsoft Word and select File>New, RUP Templates tab, and the template of your choice.

2. 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.

3. Under the Summary tab, Replace Project Name, Company Name, and customize the document title in the displayed fields, as appropriate.

4. Select OK to close the Properties dialog box.

5. From the Word menu bar, select View>Header and Footer.

6. Scroll through the headers and footers, changing the document version number and dates in the headers and footers, as appropriate

7. Select Close to close the Header and Footer dialog box.

8. From the Word menu bar, select File>Save As... to select the appropriate folder location and name for the new Word file.

9. Exit from Word and re-open the saved document to view the updated fields.

10. If any field is not updated in the displayed document, right-click on the displayed field name and select Update Field.

11. See Microsoft Word Help for more information on working with fields.

Rational Unified Process