Troubleshooting PracticeMaster Toolbar Plug-ins

Last reviewed: 11/15/2011
Article ID: R11344

The information in this article applies to:

Note: Detailed troubleshooting information for the Outlook, Word, and HotDocs plug-ins can be found in the following Knowledge Base Articles:

Summary

This article contains information on troubleshooting issues with installing, using, and accessing the PracticeMaster toolbar plug-ins.

Messages When Installing Plug-ins

The following messages may be displayed when installing PracticeMaster plug-ins:

Microsoft Word is not installed. Word 2003 or newer is required.
This message may be displayed if Microsoft Word 2003 or higher is not installed, or the Microsoft Home and Business Trial software is installed when you attempt to install the Word or Assembly plug-ins. Additionally it may be displayed if Microsoft Word 2010 is installed.


Solution: Confirm Microsoft Word version 2003 or higher is installed (not the Trial version). If Microsoft Word 2010 is installed, you will need to install version 15.3.2.193 or higher of PracticeMaster in order for the software to be recognized.
 
Microsoft Excel is not installed. Excel 2003 or newer is required.
This message may be displayed if Microsoft Excel 2003 or higher is not installed, or the Microsoft Home and Business Trial software is installed when you attempt to install the Excel plug-in. Additionally it may be displayed if Microsoft Excel 2010 is installed.


Solution: Confirm Microsoft Excel version 2003 or higher is installed (not the Trial version). If Microsoft Excel 2010 is installed, you will need to install version 15.3.2.193 or higher of PracticeMaster in order for the software to be recognized.
 
PracticeMaster could not acquire sufficient user permission to enable the Excel toolbar.
or
PracticeMaster could not acquire sufficient user permission to enable the Word toolbar.
or
PracticeMaster could not acquire sufficient user permission to enable Word Document Assembly.
This message may be displayed when the user trying to install the toolbar does not have Administrator rights to the workstation or the correct permissions.
 
Solution: If UAC is turned on, this message can be resolved by entering an Administrator password when prompted. Alternatively, you can close PracticeMaster and restart it by right-clicking PracticeMaster, selecting Run as (or Run as administrator), and entering the Administrator password. The User Account Settings may also be changed to allow more permissions.
 
Note: Before changing security settings, it is recommended that you contact your network administrator. Changing your security settings may have other consequences when attempting to access other computers on your network.
 
Toolbar not listed as an option in Toolbars
or
Compile error hidden module: <Program>. This error commonly occurs when code is incompatible with the version, platform, or architecture of this application. Click "Help" for information on how to correct this error.
or
Either there is no default mail client or the current mail client cannot fulfill the messaging request. Please run Microsoft Outlook and set it as the default mail client
This occurs if a user attempts to integrate a Microsoft Office 2010 64-bit program (Excel, Internet Explorer, Outlook, and Word) with a 32-bit program, an error may occur when using PracticeMaster Version 15.


Solution: A 32-bit version of Microsoft Office 2010 is required when using PracticeMaster Version 15. Uninstall the Toolbar Plug-in. For additional information, see R11302, "Compatibility with 64-bit Operating Systems & Software".
 
Alternatively, install PracticeMaster Version 16, which includes integration with 64-bit versions of Microsoft Office. The Toolbar Plug-in must be reinstalled after installing PracticeMaster Version 16.
Acrobat not installed. Acrobat Professional or Reader version 7 or newer is required.
An older version of Adobe Acrobat or Adobe Reader is installed. Install version 7 or later.

Messages When Using Plug-ins

The following messages may be displayed when using PracticeMaster plug-ins:

Internet Explorer Security
A website wants to open web content using this program on your computer
This program will open outside of Protected mode. Internet Explorer's Protected mode helps protect your computer. If you do not trust this website, do not open the program.
and
IE Toolbar Error
Error Occurred while launching PracticeMaster. The operation was cancelled by the user.
Depending on the security settings for the user, the Internet Explorer Security window may be displayed after selecting one of the options from the PracticeMaster toolbar in Internet Explorer. If Don’t Allow is selected, the IE Toolbar Error window will be displayed, and the Web site will not be saved to PracticeMaster.

Solution: Click Allow on the Internet Explorer Security window.  Alternatively, you can disable Protected Mode in Internet Explorer Security Settings, or you can change the User Account Settings to allow more permissions.
 
Note: Before changing security settings, it is recommended that you contact your network administrator. Changing your security settings may have other consequences when attempting to access other computers on your network.
 
Invalid PracticeMaster version for Internet Explorer integration or PracticeMaster did not successfully start.
This message may occur after selecting one of the options from the PracticeMaster toolbar in Internet Explorer if the version of PracticeMaster is not compatible with the version of Internet Explorer, or if PracticeMaster was unable to start.

Solution: Verify that the version of Internet Explorer is compatible with the version of PracticeMaster in use. PracticeMaster Versions 16, 15.2 and higher are compatible with Internet Explorer versions 9, 8, 7, and 6. If the program versions are compatible, open PracticeMaster before opening Internet Explorer and then select one of the options from the PracticeMaster toolbar in Internet Explorer.
 
This file is read-only. (path of file) Error 5155 in Module Microsoft Word.
or
Cannot access read-only document <document name>. Error 1004 in module Microsoft Excel.
These messages may be displayed if you attempt to use the PM Save button in Microsoft Word or Excel to save a document you opened as an e-mail attachment.
E-mail attachments are opened as read-only files in a temporary location and cannot be saved to PracticeMaster.

Solution: Save the document in to a location in Word or Excel before clicking the PM Save button or save the document from your e-mail client before opening a local copy.
You must be logged into PracticeMaster to use this feature.
This message can occur while attempting to save or modify a document using the PracticeMaster toolbar. If PracticeMaster is already open when you receive this message, it is most likely because the PracticeMaster shortcut is configured to launch PracticeMaster as an administrator or a user account other than the one currently logged into Windows. You can use the following steps to determine if your PracticeMaster shortcut is configured to use a different user account:
  1. Close the PracticeMaster program.
  2. Right-click the shortcut you use to launch PracticeMaster and select Properties.
  3. Click Advanced and confirm that the "Run as Administrator" (Windows Vista or 7) or "Run with different credentials" (Windows XP) check box is cleared.
  4. Click OK.
  5. Launch PracticeMaster and repeat the steps that led to the error.
More information on Windows user rights is available in KB Article R11258 - User Rights Needed to Install and Use Tabs3 and PracticeMaster Software.
 
PracticeMaster must be running to use the PracticeMaster toolbar.
This message may be displayed if you attempt to use the version 16 PracticeMaster toolbar in Adobe Reader X when PracticeMaster is closed. By default, Adobe Reader X will run in Protected Mode (Edit | Preferences | General), which does not allow Reader to open PracticeMaster using the toolbar buttons. Once PracticeMaster is manually opened, the toolbar buttons will work as expected.

Version 16 Note: You must be running PracticeMaster version 16.1.1.768 or later in order to use the PracticeMaster Toolbar Plug-in with Adobe Acrobat X or Reader X in elevated or Protected Mode.

General Troubleshooting

Adobe Reader/Acrobat

Unable to find the PracticeMaster toolbar in Adobe X

When integrating with Adobe Reader and Adobe Acrobat 10.0 and 10.1, the PracticeMaster toolbar can be located either below the Extended toolbar or below the Tools toolbar.

 

Adobe Reader 10.1

 

Adobe Reader 10.0

Outlook

Unable to find the PracticeMaster toolbar in Outlook 2010

When integrating Outlook 2010 with PracticeMaster Version 16, the toolbar is located on the PracticeMaster tab of the ribbon. When integrating Outlook 2010 with PracticeMaster Version 15.3 or earlier, the toolbar is located on the Add-Ins tab of the ribbon.

PracticeMaster Toolbar Version 16

PracticeMaster Toolbar Version 15

Word and Excel

Unable to find the PracticeMaster toolbar in Word or Excel 2007 or higher

When integrating with Word or Excel 2007 or higher, the toolbar is located on the PracticeMaster tab of the ribbon.

Word 2007

Internet Explorer

The PracticeMaster toolbar is not displayed

Once the Internet Explorer toolbar has been installed and Internet Explorer has been restarted, if the toolbar is still not displayed, it may need to be manually enabled through Internet Explorer. The method used to manually enable it depends on whether the Menu bar is available in Internet Explorer.

If the Menu bar in Internet Explorer 9, 8, or 7 is enabled, you may be able to enable it via the View Menu.

To enable the PracticeMaster Toolbar from the View menu in Internet Explorer 9, 8, and 7:
From the View menu point to Toolbars and select PracticeMaster. If the message "Do you want to enable this add-on?" is displayed, click Enable. Once PracticeMaster has been selected, a check mark will be displayed next to it.
 

If the Menu bar is not available, Toolbars can also be accessed under Tools on the Command Bar in Internet Explorer 8 and 7. If PracticeMaster is not listed or greyed out under Toolbars, you can enable the toolbar via Manage add-ons under Tools on the Command Bar in Internet Explorer 9, 8, and 7.

To enable the PracticeMaster Toolbar via Manage Add-ons in Internet Explorer 9:

Note: After installing the PracticeMaster toolbar and opening Internet Explorer 9, Internet Explorer's Notification Bar displays the message "The 'PracticeMaster' add-on from 'Software Technology, Inc.' is ready for use." and prompts to Enable or Don't Enable.



If Don't Enable is selected, you must manually enable the PracticeMaster Toolbar through the View menu as defined above, or through Manage add-ons.

  1. Click the Gear icon (Tools) on the Command Bar of Internet Explorer 9 and select Manage add-ons.


     
  2. Select PracticeMaster from the list and click Enable.


To enable the PracticeMaster Toolbar via Manage Add-ons in Internet Explorer 8:

  1. Click Tools on the Command Bar in Internet Explorer 8 and select Manage add-ons.


     
  2. Select PracticeMaster from the list and click Enable.


     

To enable the PracticeMaster Toolbar via Manage Add-ons in Internet Explorer 7:

  1. Click Tools on the Command Bar in Internet Explorer 7, point to Manage add-ons and select Enable or Disable Add-ons.


     
  2. Two instances of PracticeMaster will be listed; select each one from the list and click Enable after each selection.

References

THE INFORMATION PROVIDED IN THE SOFTWARE TECHNOLOGY, INC. KNOWLEDGE BASE IS PROVIDED "AS IS" WITHOUT WARRANTY OF ANY KIND. SOFTWARE TECHNOLOGY, INC. DISCLAIMS ALL WARRANTIES, EITHER EXPRESS OR IMPLIED, INCLUDING THE WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. IN NO EVENT SHALL SOFTWARE TECHNOLOGY, INC. OR ITS SUPPLIERS BE LIABLE FOR ANY DAMAGES WHATSOEVER INCLUDING DIRECT, INDIRECT, INCIDENTAL, CONSEQUENTIAL, LOSS OF BUSINESS PROFITS OR SPECIAL DAMAGES, EVEN IF SOFTWARE TECHNOLOGY, INC. OR ITS SUPPLIERS HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. SOME STATES DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY FOR CONSEQUENTIAL OR INCIDENTAL DAMAGES SO THE FOREGOING LIMITATION MAY NOT APPLY.

© 1999-2012 Software Technology, Inc.   All rights reserved. Terms of Use
The maker of Tabs3 and PracticeMaster
Tabs3, PracticeMaster, and the “pinwheel” symbol (The "Pinwheel" symbol is a Registered Trademark of Software Technology, Inc.) are registered trademarks of Software Technology, Inc.
e-Mail Suggestions for the Knowledge Base to: kb@Tabs3.com
Technical Support via e-mail is not available.
Knowledge Base:   http://support.Tabs3.com
Web Site:   http://www.Tabs3.com