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1 Lesson: Total Time: Content: Question/answer: Worldspan Go! Macros II Lesson Description: This 60-minute lesson is designed to provide an overview of creating basic, intermediate, and advanced Macros. Author: Antoinette L. Newman SME: Chris Marchese Approved: Antoinette L. Newman Updated by: Angela Hightower-Larsen Master PNRs: None needed Instructors notes: Application sharing, log (live) into Worldspan Go! Res 4/7/2003 Page 1

2 PowerPoint - 01 Welcome to PowerPoint - 02 Objectives Create Macros (Basic, Intermediate, and Advanced) Record Macros Playback Macros Save Macros Edit Macros Use Macro Editor Options and Buttons Access Macros Difference Between Personal and Office Macros Assign a Macro to a Keystroke Copy Office Macros The Worldspan for Windows Ready Key functionality is provided by Macros in Worldspan Go! Res. Just like Ready Keys, there are Personal and Office Macros. Page 2 4/7/2003

3 PowerPoint - 03 Macros Macros record sequences of keystrokes, allowing frequently used inputs to be made quickly and accurately by pressing the playback keystroke combination, or by right clicking the mouse over the Res Window to display a playback list. Macros are to Go! Res as Ready Keys are to Res Manager. Each Macro is known by its name, rather than its keystroke. If a Macro results from a Ready Key conversion, its name is the same as the Ready Key description. Otherwise, the name is given when saved from the Macro Editor. PowerPoint - 04 Personal Macros Personal Macros are saved based on an agent s Go! Res login ID. You can have an unlimited number of Personal Macros. 4/7/2003 Page 3

4 Personal Macros are like Ready Keys that are unique to each individual. PowerPoint - 05 Office Macros Office Macros are a set of commonly recorded keystrokes, stored in a single file, available to all agents within the same office. Office Macros are like Office Ready Keys. These are Macros to be shared throughout the whole office. An office is defined as using the same SID/Customer Name combination, not just the physical location. Now that we know the definition of a Macro and the difference between Personal and Office Macros, let s take a look at how to access the Macros list for getting, editing, and converting Macros. Since this is an advanced class, I have already logged into Go! Res for you and also sined into area A. Page 4 4/7/2003

5 Application Sharing 1. Click Tools on the Navigation Bar. Once logged into Go! Res, your default setting opens Go! Res into a split screen view. It is not necessary, but for teaching purposes only, I have clicked the Full Window Layout button to open one large Res Window. 4/7/2003 Page 5

6 2. Click the Macro link ( ) to expand it. Page 6 4/7/2003

7 3. Move pointer over each line in Macros. With the Macro link expanded, you now have three options: Get Office Macros This option allows you to copy the current set of Office Macros to the Office Macro Directory on the workstation where you are currently working. When Office Macros are downloaded to the workstation, the complete set of Macros is replaced. Macro Editor This option allows you to create or modify your Personal Macros or customize Office Macros. We use this in detail later in the class. 4/7/2003 Page 7

8 Ready Key Converter This option allows you to easily create Office Macros from existing Office Ready Keys. Verbal Questions 1. Are you familiar with the Ready Key Converter? ANSWER: If you are familiar with it, then we will move on to the next section. If you are not familiar with it, then I will give you a brief overview. The Ready Key Converter is a tool used for converting Worldspan for Windows Ready Keys to Go! Res Macros by using the Ready Key to Macro Conversion utility. Page 8 4/7/2003

9 Application Sharing 4. Click Help on the Navigation Bar. 4/7/2003 Page 9

10 5. Click the Conversion of Ready Keys link. Page 10 4/7/2003

11 This section covers several areas such as Ready Key Explanation, Pre-Worldspan Go! Res Conversion, and the Conversion Utility. In order to convert a Ready Key to a Macro, you need to know the agent s previous file extension. The file extension can be found in Res Manager under Employee Profiles. Note: This is a good time to clean up your Ready Key files: o Within each Ready Key file delete any Ready Keys that are no longer used, or that are duplicate keys. o Duplicate descriptions (including blank descriptions) become duplicated Macro file names. o Ensure that every Ready Key has a description because each one is unique and can cause fewer interruptions during the conversion. The conversion runs for each different Ready Key file used at the workstation (e.g., if both Office Keys and individual Ready Keys were used, the utility would run twice). The utility converts the Ready Keys to Macros and saves the Macros to the correct directory. Now I am going to go back to the Res Window so we can continue with the lesson. 4/7/2003 Page 11

12 Application Sharing 6. Click the Ready Key Converter link to access the Ready Key to Macro Converter. Page 12 4/7/2003

13 The Ready Key to Macro Converter is activated. You can click the Open File Button, which displays the File/Open dialog box. Next, you can either start the conversion of all Ready Keys or convert each key individually. Let s begin with converting all keys: Each Ready Key is stored as a separate Macro. The Ready Key s description is used as the Macro name. A. If Windows '95 Profiles are used, then Macros created from Office.Key are stored on C:\WINDOWS\PROFILES\user name\application DATA\WORLDSPAN\OFFICE MACROS But, all other macros are stored on C:\WINDOWS\ PROFILES\user name\application DATA\ WORLDSPAN\PERSONAL MACROS B. However, if Windows '95 Profiles are not used, then Macros created from Office.Key are stored on C:\WINDOWS\ APPLICATION DATA\WORLDSPAN\OFFICE MACROS But, all other macros are stored on C:\WINDOWS\ APPLICATION DATA\WORLDSPAN\PERSONAL MACROS We can now move on to converting each key individually: It enables the Previous, Next, and Save As buttons. It also allows you to change the name of the Macro to be created, store it in another directory, or skip conversion. 4/7/2003 Page 13

14 After converting all of your Ready Keys, we need to save them. You can click the Save Macro As Button, which produces the Save As dialog box. The Save Macro As Button allows you to change the name of the Macro and the directory in which it will be stored. Now let s take a closer look at the Macro Editor. Application Sharing 7. Click the Macro Editor link. Page 14 4/7/2003

15 8. Move pointer over each section in the Macro Editor. We will now learn more about each section and button of the Macro Editor: Name Type Modified Name of the Macro Type of Macro being recorded or revised (e.g., New, Personal, or Office) Yes or No indicates if the Macro currently opened has been changed since you opened or last saved it 4/7/2003 Page 15

16 Record/Edit Window Displays the keystrokes assigned to a Macro Open Record Stop Play Save Assign Keystrokes Open a Macro Records the keystrokes entered in the Res Window or in the Macro Editor s Window Stops the recording mode Initiates playback of the Macro being recorded Saves the Macro currently being created or revised Opens the Macro Key Assignment box to help you select an unassigned keystroke combination to assign to a Macro Copy Office Macros Allows an Office Macro Editor to: * Copy the master Office Macro file to the local hard drive * Copy new or revised Office Macros to the Office Macro server * Delete selected Office Macros from the Office Macro server or local hard drive Tools Menu Accesses the Tools Menu Get Standard Macros Displays the Standard Macros Window with instructions to save or use the Macros Now let s learn how to create a basic (simple) Macro. Page 16 4/7/2003

17 Application Sharing 9. Click the Record button, then notice the cursor blinking in the Res Window. The Macro Record button is located in the lower left hand corner. Sometimes you have to click the button twice. If there is an existing Macro present, a dialog box appears advising a current Macro has not been saved. You can click Yes to save it or No to start a new Macro. 4/7/2003 Page 17

18 When recording a Macro, enter what you want to record in either the Res Window or in the Macro Editor Window. For our example, let s enter in the Res Window. Application Sharing 10. The Stop button is enabled and the function is recording. Page 18 4/7/2003

19 In the Macro Editor Window, you know the recorder is on because of the <INSERT_OFF> function and the Stop button is enabled. Application Sharing 11. Type the Worldspan remarks format in the Res Window. 5RM-THIS IS A PENALTY FARE<ENTER> 4/7/2003 Page 19

20 This entry creates a remark in the PNR, which prints on an itinerary/invoice document and/or transmits in the accounting interface message. Notice we typed the information in the Res Window and it recorded in the Macro Editor Window. The Modified field also shows Yes. Now we must click the Stop button to turn off the recording mode. Application Sharing 12. Click the Stop button. Page 20 4/7/2003

21 When you are creating a Macro it is recommended, but not required that you play it back to make sure it works properly. Now let s playback this Macro and see how we did. Application Sharing 13. Click the Play button to play your Macro. 4/7/2003 Page 21

22 14. Click the Save button to save your Macro. Page 22 4/7/2003

23 15. Select the Personal Macros Directory to save the Macro. In the File name field, type the name of the Macro key. Replace the asterisk (*) with your file name. In our example, we will name our file Penalty_Remarks.wsm. There is a character limitation for naming a file; it is dependent on your operation system. The Macro must be saved in the proper directory. If the Macro is being recorded as a Personal Macro, select the Personal Macros Directory. Our Macro is a Personal Macro so we are going to make sure personal is selected. 4/7/2003 Page 23

24 Application Sharing 16. Type the Macro name, then click the Save button. Penalty_Remarks After saving the Macro, the following fields are now populated: Name: Penalty Remarks.wsm Type: Personal (Macro) Page 24 4/7/2003

25 Verbal Questions 1. Can you tell me how to access the Macro Editor? ANSWER: You would click Tools on the Navigation Bar. Click the Macro link to expand it, then select Macro Editor. 2. What are the basic steps to create a Macro? ANSWER: In the Macro Editor, click the Record button Record entries in either the Res Window or the Macro Editor Click the Stop button Click the Save Button Assign a name for your Macro Click the Save Button You can also edit an existing Macro. Let s now edit the Penalty Remarks Macro. 4/7/2003 Page 25

26 17. Click the Open button to view a list of your existing Macros. Page 26 4/7/2003

27 Application Sharing 18. In the Open Macro screen, select the Personal Macros Directory. Highlight the File name (Penalty_Remarks.wsm) and double-click on it or click once on the Open button. 4/7/2003 Page 27

28 19. Click in the Macro Editor Window and place the cursor where the correction should begin. Type a period (.) after the word Fare and click the Save button. The Modified field now shows Yes. Page 28 4/7/2003

29 20. The Save Macro box appears, click the Save button to complete the edit. Helpful Hint: The Help section in Go! Res also give you very useful information about Macros. Click the Help button on the Navigation Bar to view topics such as Edit Keys and Host Entry Keys under the Macro Keys subject. That s it! You have finished recording, playing, saving, and editing a basic Macro. Now let s practice a more involved Macro. 4/7/2003 Page 29

30 This next Macro offers a list or menu of options, pauses or stops to allow you to make a decision, and offers tab stops allowing you to tab to the desired entry. Application Sharing 21. Click the Tools Menu button. Page 30 4/7/2003

31 22. Click the Macro Link ( ) to expand it. 4/7/2003 Page 31

32 23. Click Macro Editor link. Page 32 4/7/2003

33 24. Click the Record button, then notice the cursor blinking in the Res Window. 4/7/2003 Page 33

34 25. Type the Worldspan remarks format in the Res Window. 1. 5IR-NONREFUNDABLE $25 FEE FOR CHANGES 2. Shift (key to the right of the P ). (Tab stop) ( 3. Alt + Enter (line feed) <LF> 4. > (key over 2 to the right of the P ) <SOM> 5. 5IR-NONREFUNDABLE $50 FEE FOR CHANGES 6. Shift (key to the right of the P ). (Tab stop) ( 7. Alt + Enter (line feed) <LF> 8. > (key over 2 to the right of the P ) <SOM> 9. 5IR-NONREFUNDABLE $75 FEE FOR CHANGES 10. Shift (key to the right of the P ). (Tab stop) ( 11. Alt + Enter (line feed) <LF> 12. Shift + ~ <PAUSE> 13. Backspace <BKSP> 14. Enter <SEND> <RESPONSE> Page 34 4/7/2003

35 This is a Macro with a Menu, Pause, and a Tab Stop. When using the Shift + ~ <PAUSE> function, nothing appears in the Res Window, it is only shown in the Macro Editor. Application Sharing 26. Click the Stop button to stop recording. 4/7/2003 Page 35

36 Verbal Question 1. How do you save? ANSWER: Click the Save button located in the Macro Editor. Application Sharing 27. Click the Save button to save your Macro. Page 36 4/7/2003

37 28. In the File name field, type the Macro name, then click the Save button. Nonrefundable_Charges The Nonrefundable Charges Macro is now complete. So far we have covered a basic Macro (Penalty Remarks) and one slightly more difficult Macro (Nonrefundable Charges). Our next example demonstrates a more advanced Macro. We will create a Macro for booking a rental car from an itinerary segment. This Macro includes tab stops and several pauses, which waits for 4/7/2003 Page 37

38 you to type in a response and then continues with the Macro entry. Once again, we have to click the Tools Menu, the Macro Link, and the Macro Editor to get to a clear screen. We also need to Ignore and clear the Res Window. I can do that now. With the cursor blinking in the Res Window, I can click the Record button. Now we are ready to start recording our new Macro. Page 38 4/7/2003

39 Application Sharing 29. Type the Worldspan car rental entry for booking a car from a segment select in the Res Window, then click the Stop button to stop the recording. 1. CRNS 2. Shift (key to the right of the P ). This combination will put in a Tab stop. ( 3. Alt + Enter (line feed) <LF> 4. Alt + Enter (line feed) <LF> 5. Enter Prompt (Enter Segment Number) 6. Shift + Tab (back tab) <BACKTAB> 7. Backspace <BKSP> 8. Shift + ~ <PAUSE> 9. Ctrl + Shift + End <SELEOB> 10. Delete 11. /V 12. Shift (key to the right of the P ). (tab stop) ( 13. Alt + Enter (line feed) <LF> 14. Alt + Enter (line feed) <LF> 15. Enter Prompt (Enter vehicle type) 16. Shift + Tab (back tab) <BACKTAB> 17. Backspace <BKSP> 18. Shift + ~ <PAUSE> 19. Ctrl + Shift + End <SELEOB> 20. Delete 21. /C- 22. Shift (key to the right of the P ). (tab stop) ( 23. Alt + Enter (line feed) <LF> 24. Alt + Enter (line feed) <LF> 25. Enter Prompt (Enter Car Company Code) 26. Shift + Tab (back tab) <BACKTAB> 27. Backspace <BKSP> 28. Shift + ~ <PAUSE> 29. Ctrl + Shift + End <SELEOB> 30. Delete 31. / continue with other options as needed 4/7/2003 Page 39

40 When creating complex Macros like this, you are bound to make a typing mistake! If you make a mistake while typing with the recorder on, don t panic. Just backspace as needed and type the correct text. You can then use the Macro Editor after saving the Macro to clean up any errors. Let s playback this Macro to make sure it works. In the Res Window, we need to Ignore (I + enter key) all transactions and then clear (F4) the screen. Page 40 4/7/2003

41 Application Sharing 30. In the Macro Editor, click the Play button to playback the Macro then click the Save button. 4/7/2003 Page 41

42 31. Click the Save button to save the Macro. In the File Name field, type the Macro name then click the Save button. Car_Booking That completes the car rental Macro. That worked just great. Now let s assign a Macro to a keystroke. Once again, we have to click the Tools Menu, the Macro Link, and the Macro Editor to get a clear screen. In the Res Window, we also need to Ignore (I + enter key) and clear (F4) the screen. I can do that now, then I will create a Macro. Page 42 4/7/2003

43 Application Sharing 32. Press Shift + A in the Res Window to playback the Personal Key. 4/7/2003 Page 43

44 33. Click the Assign Keystrokes button. Page 44 4/7/2003

45 34. Click in the checkbox next to the desired keystroke. The Personal Macro Keystroke Assignments page appears. If the key is already assigned, you can click twice (once to unassign and again to assign). 4/7/2003 Page 45

46 35. Select the name of the Macro for which the keystroke assignment is being made. Click the Open button. Page 46 4/7/2003

47 36. Click the right mouse button in the Res Window to display a list of keystroke assignments. Note: Penalty_Remarks Shift + A The Personal Macro Keystroke Assignments page redisplays. The Assigned column box is checked and the Macro name appears. 4/7/2003 Page 47

48 Note: Make sure either the Personal or the Office buttons are marked correctly. The personal keystroke button defaults automatically. Now let s practice playing back this Macro by using the assigned keystroke. Verbal Question 1. Does anyone know how to playback this Macro by keystroke? ANSWER: In order to playback this Macro by keystroke, click the right mouse button in the Res Window to display a list of keystroke assignments. Next, click the Macro name or press Shift plus A. Page 48 4/7/2003

49 Application Sharing 37. Click Penalty_Remarks to playback the Macro or press Shift + A. 4/7/2003 Page 49

50 38. This is the response to the Macro. Helpful Hint: The Help section in Go! Res also give you very useful information. You can find information about assigning a Macro to a keystroke under the Macro Quick Reference Card subject or try the Miscellaneous Keys section under the Macro Keys Help subject. Now let s move ahead to Copy Office Macros. Page 50 4/7/2003

51 Verbal Question 1. Is there anyone who would be responsible for copying Office Macros? ANSWER: If there is no one who would be responsible for copying Office Macros, then we will skip this section. If you would be responsible, then let s practice. Copying Office Macros allows the Office Macro Editor to: Copy existing Office Macros from the Macro server to the local Macro directory for modification. Copy new or modified Office Macros from the Office Macro directory to the Office Macro Server and makes them available to the entire office. Delete selected Office Macros from the Office Macro Server or Office Macro Directory. When Copy Office Macros downloads Macros: It copies Macros from the Office Macro Server and adds them to the local Office Macro Directory. This is different from Get Office Macros, which deletes any Macros on the local Office Macro Directory and overlays them with Macros from the Office Macro Server. When Copy Office Macros uploads Macros: It copies Macros from the local Office Macro Directory and adds them to the Office Macro Server. 4/7/2003 Page 51

52 This is different from the Submit process in My Preferences (when Personal Macros are included), which deletes any Personal Macros on the server and overlays them with Macros from the local Personal Macro directory. Helpful Hint: The Help section in Go! Res also provide very useful information about Copy Office Macros. It covers sections such as: Office Macro Server List, Office Macro Directory List, Download Selected, Download All, Upload Selected, Upload All, and Delete. PowerPoint - 06 Function Recording Create in Editor Playback Office Key Ctrl + Shift + (A-Z) <OFFICEKEY_n> Playback Personal Key Launch the specified Go! Script Launch the specified ScriptPro Script Shift + (A-Z) (n = A-Z) <PERSONALKEY_n> (n = A-Z) <PLAYSCRIPT GO!../../scripts/us/(go! script name)/(go! script name).htm> <PLAYSCRIPT scriptproname.csl> Page 52 4/7/2003

53 Here is information on creating a Macro that calls up a Personal Key, Office Key, Go! Script, or Script Pro Script. Please Note: If you need the Macro to do something after it has been assigned to a keystroke, then that command must be added to the first office key (e.g., Office Key A is set up to run, then call Office Key B) because the key stops recording once you call the key. This concludes our lesson. Now I would like to give you a review and some additional help references. PowerPoint - 07 Summary Basic steps to create a Macro: Click Tools on the Navigation Bar Click the Macro link to expand it Select the Macro Editor Click the Record Button (to begin recording) 4/7/2003 Page 53

54 PowerPoint - 08 Summary Record entries in Res Window or Macro Editor Click the Stop Button (to stop recording) Click the Save Button (to save) Assign a name for your Macro Click the Save Button (to save) PowerPoint - 09 Summary Macros record sequences of keystrokes, allowing frequently used inputs to be made quickly and accurately by right clicking the mouse over the Res Window to display a playback list. Personal Macros are saved based on an agent s Go! Res login ID. You can have an unlimited number of Personal Macros. Office Macros are a set of commonly recorded keystrokes, stored in a single file, available to all agents within the same office. Page 54 4/7/2003

55 PowerPoint - 10 Questions 1. Personal Macros are not unique to each individual. True or False ANSWER: False 2. What tool is used to create and edit Macros? A. Go! Office Macros B. Macro Editor C. Ready Key Converter D. None of the above ANSWER: B 3. When creating a Macro, the last step is to stop the recording. True or False ANSWER: False 4. Copying Office Macros allows the Office Macro Editor to delete selected Office Macros from the Office Macro Server or Office Macro Directory. True or False ANSWER: True 5. Office Macros are a set of commonly recorded keystrokes, stored in a single file, available to all agents within the same office. True or False ANSWER: True 4/7/2003 Page 55

56 PowerPoint - 11 Related Topics Worldspan Go! Res Help - Macro Keys Help - Macro Quick Reference Card Self-Paced Tutorials (Go! Macros) - Get Office Macros - Convert Ready Keys to Macros - Create Macros - Edit Macros Virtual (Go! Products) - Go! Navigation & Custom Links - Go! Macros and Scripts PowerPoint - 12 Thank You For participating in the Worldspan Go! Marcos II session. For questions and comments, please send an to: training@worldspan.com Page 56 4/7/2003

57 PowerPoint - 13 Evaluation 4/7/2003 Page 57