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<h2>Configuration Guide: Options in OpenOffice.org</h2>
<p><i>2002 April 18</i></p>
<p>Robert Black Eagle</p>
<br>
<h3>About this Guide</h3>
<blockquote>
<p>The following is a draft; it will be updated over the next couple of weeks.
If you want to suggest changes, or add material, please file an issue via
<a href="http://qa.openoffice.org/issue_handling/project_issues.html">Issue Tracker</a> and assign it to default owner
of the "www" module.</p>
</blockquote>
<br>
<h3>Select Tools --&gt; Options to set general options</h3>
<blockquote>
<p><b>OpenOffice.org:</b> is the first category.</p>
<p><b>User Data</b>: Put in what information you want available for document
info and in documents. </p>
</blockquote>
<h4>General </h4>
<blockquote>
<p>Year (Two Digits) -- unless you have special needs, accept the default. Help
Agent/Display duration: This is the OOo version of the dancing paperclip used
by MicroSoft Word, only you can set how long it stays up. The default is 30
seconds. I dropped it to 15, since it's irritating for me if it's up longer.</p>
</blockquote>
<h3><br>
Memory </h3>
<blockquote>
<p><b>Number of steps undo</b>. How many &quot;undo's&quot; you can do in a
row (going back and back and ...). The default is 20 and is plenty for most
uses. </p>
</blockquote>
<blockquote>
<p><b>Graphics cache. </b>The amount of memory eaten up by the graphics in your
document. The default is 9MB. Adjust upward if it locks up when you add "too
many graphics" or they are too large. In some cases, you can use another program
to shrink the graphic to the approximate size you will use in the document
which will save memory in OpenOffice.org.</p>
<p> <b>Memory per object. </b>The amount of memory eaten up by a single object (graphic or other object). The default is 2.4MB which is more than enough for most uses. Again, if you have memory problems (lock up), you may want to shrink the object before loading it, or, if that isn't possible, iincrease the memory available for objects here</p>
<p><b>Remove from memory after. </b>The time that memory is held before being
cleared so something else can fit in -- should not affect the document, itself,
but will affect objects, graphics and other non-text information not currently
displayed on the screen. The default is listed as 00:10, meaning 0 hours and
10 minutes. Adjust so it is comfortable for your usage. In my case, it is
not critical as the load into memory is fast enough that it scarcely affects
my usage. </p>
<p><b>Cache for inserted objects. </b>The number of objects that can be cached
in memory. The default is 20. Adjust upward only if you have lots of inserted
objects and graphics.</p>
</blockquote>
<br>
<h3>View</h3>
<blockquote>
<p><b>Look and Feel. </b>(changes colors, mainly, but select something you're
comfortable with using -- I find standard just fine). Scale font anti-aliasing:
The minimum size before a font is anti-aliased (smoothed). The default is
8. My computer makes fonts fuzzy if it is less than 10, so I raised my default.</p>
<p><b>Printer. </b>Select whether you will normally "print" to a file or to
your printer. Select the warnings you want to see on a regular basis. If in
doubt, select all of them and then come back here and delete those that just
irritate you.</p>
<p><b>External Programs. </b>I strongly suggest you accept the defaults unless
you really know your system backwards and forwards, in which case, why are
you reading this?</p>
<p><b>Paths. </b>The only one you're likely to need to change is the path to
your main document subdirectory. If you use "My Document", you may still need
to "Edit" this entry to point to the right directory.</p>
<p><b>Colors. </b>This changes the custom pallette available to you. Unless
you really know what you're doing, don't mess with this one.</p>
<p><b>Font Replacement. </b>Same as for Colors.</p>
<p><b>Security. </b>If security is a concern, make certain "no applets" is turned
on.</p>
</blockquote>
<br>
<h3>Load/Save</h3>
<blockquote>
<p><b> General</b></p>
<blockquote>
<p> <b>Load.</b> (allows settings to be the same from document to document
-- not the same as templates, so make sure it is set. </p>
<p><b>Edit document properties when saving. </b>This (allows you to choose
what comments and information about you and what you have done to this document
is saved with the document -- important for some people and completely irrelevant
for others.</p>
<p><b>Autosave every</b>. The default is once an hour (60 minutes), which
is close to useless. I don't have an hour to redo if there is a power outage.
I changed mine to 10 minutes for normal usage and drop it to five if the
document I am working on is critical. If your memory is better than mine,
you can leave it at 60 minutes and save manually every few minutes. </p>
<p><b>Save optimization for XML format (no pretty printing). </b>XML is the
native saved format. If you are printing from another program, you will
want this turned off. </p>
<p><b>Save URLs relative to. </b>Look in the "Help" section for information on relative and absolute referencing with a document - -- it could be important and depends very much on how you work. </p>
<p><b>Standard file format.</b> Think about the kind of file you will normally
be working on. For me, it is standard text. For some, it might be Presentation
or spreadsheet. Best to start out with what you'd normally use. </p>
<p><b>Always save as. </b>What do you do? If you work a lot on web pages,
choose that format. If you trade documents with a Word user, choose that
format. Do you use Rich Text Format (RTF)? Then choose that.</p>
<p><b>VBA Properties.</b> Unless you absolutely never and never will interchange
documents with a MS user, leave all of these checked.</p>
<p><b>Microsoft Office.</b> Yes, you will likely need these. Better have them
than discover after hours of frustration that this is where you look to
have this capability.</p>
<p><b>HTML Compatibility.</b> I don't often deal with web documents, so I
just leave these alone. If you do, you might check them all, just to make
sure you can find out what is going on in such a document, especially if
you're writing one.</p>
<p><b>Language Settings Language.</b> I assume your computer is set for your
native or most frequently used language. If it is, leave "default" as the
setting. If not, pick the language you use most often. Same for currency.
My version does not include a Euro, but, if you get on the users list, you
can ask and get a simple fix. Default languages for documents: Western is
automatically selected (idea being that they all use modifications of the
Latin alphabet). You have to specially select Asian support. Note that these
have to be enabled on your system to work properly.</p>
<p><b>Writing Aids.</b> This is where you can choose the kinds of dictionaries
you want to use (hint: use them all), and edit them if you think you may
have added an incorrect spelling. Be sure to check the options you want
to have checked (base it on what mistakes you make).</p>
<p><b>Internet: (Obvious) Proxy.</b> If you have a proxy server (firewall),
check the appropriate settings. They will be the same you use to communicate
with the Internet with other programs. </p>
<p><b>DNS server:</b> Most Internet Service Providers (ISP's) will use an
automatic connection. If you connect to a network where you work, you may
likely want manual connection -- enter the DNS entry you use to connect.</p>
<p><b>Search.</b> This is where you select your default Internet search engine.
You will notice that all the options are included for each engine. Pick
one from the list -- you can always choose another manually.</p>
</blockquote>
</blockquote>
<br>
<h3>Text Document</h3>
<blockquote>
<p><b>GeneralUpdate</b>: Update Links when loading refers to Master Documents
or documents with links to other documents, graphics or similar items. When
you load a document, if you want to see the bare document (a waste of time
with Master Documents, most of the time), then check "never." Otherwise, decide
if you want to make a choice when you load (you can use Navigator to load
only selected links), or load everything every time. Normally, you will want
to Automatically load fields and charts, but choose based on how you work.
</p>
<p><b>Caption</b>: Lots of choices, especially if you want an identifying caption
on each page. I don't so I don't use these. The "..." at the right is where
you choose what kind of captions you might want to see. </p>
<p><b>Measurement Units:</b> I use inches, but you can choose millemeters, picas
or something else. Set tab stop measurements at the far right. You may have
to experiment with this one until you get it where you want it. In normal
typing, 5 spaces is 0.50", if that helps. </p>
<p><b>Compatibility:</b> I set these per document, and leave these unchecked,
but you can choose them for fixed settings in every document. Look at how
you work to decide. If in doubt, check them and, if you don't like the look,
uncheck them.</p>
<p><b>View.</b> I like to see what I am doing, so I check everything except
Large Handles, Vertical Ruler and Smooth Scroll. Get rid of anything you really
don't care to see (just because you can see them does NOT mean they will print
-- that is something you can choose in the document).</p>
</blockquote>
<br>
<h3><b>Formatting Aids</b></h3>
<blockquote>
<p><b>Display of.</b>This will show, on screen, such things as Paragraph marks,
raised dots for spaces and so on -- way more than you'll likely want to see
(and you can choose to see them within a document). If you always want to
see something, select it here. Otherwise, only select it from the toolbar
when you need to in a document. I choose custom hyphens and nothing else.
</p>
<p><b>Direct cursor.</b> A direct cursor allows you to put your mouse cursor
somewhere and click and the cursor goes there. If it's after the end of the
last entry, spaces and paragraph markers are entered up to the cursor position.
This is a default selection that can be changed on the fly. I don't have it
and select it on those rare occasions when I need it. </p>
<p><b>Insert.</b> Sometimes programs will replace tabs with spaces, so I don't
choose these automatic inserts except the first -- paragraph alignment. This
depends very much on how you work and gives the "fill in" for the direct cursor
when clicking beyond the end of the document. I leave color alone and enable
the cursor in protected areas. I won't tell you how frustrated I was about
one document where I could not edit within a text box because it was protected
and I couldn't figure out what was wrong.</p>
<p><b>Grid.</b> I don't use this, but sometimes it is very helpful to see a
grid and to have characters and drawing objects fit flush with a grid position.
You can define the grid any way you want. If you're not familiar with them,
try them on a document or two (make them visible) and see how they might be
of help.</p>
<p><b>Basic Fonts (Western).</b> Select the fonts you want as defaults. I have
no idea what Current document only means as it is not defined anywhere.</p>
<p><b>Print.</b> What do you want to print when you print a document, which
pages and how do you want them printed (reversed means last page first). Select
"brochure" only if that is the main thing you are working on for a time --
otherwise that is probably not what you want. Decide if you want notes printed
(you can add notes to your document at any time or any point -- but you may
or may not want them printed. I normally just want to see them on screen).
These are NOT footnotes, which print like regular text (only you can have
different formatting).</p>
<p><b>Table.</b> If you are going to print tables, leave the default settings
alone, at least at first. See what settings you have to change to get them
right, then transfer them here as normal defaults. "Do not split" is very
useful for large tables, especially if you add columns or rows and mess up.
It is really a mess to go looking for part of a table that is mostly out of
reach because it is split up. "Behavior or rows/columns" is really self-explanatory.
Unless you want to have specialized treatment of numbers, leave all the Input
in tables selections alone.</p>
<p><b>Changes.</b> If you are making changes (especially for others to review),
you want the original language to remain visible so everyone knows what was
done. You choose this in the document, but here you choose how you want the
changes to look. Pay close attention to "Lines changed" as this is the easiest
clue to the changes when reviewing someone else's changes. Be sure where you
want them marked -- where they are expected varies from company to company.</p>
</blockquote>
<br>
<h3>HTML Document (This is the same as for Text Document except where indicated
below) </h3>
<blockquote>
<p><b>Source.</b> These are color clues and should be easy for you to distinguish
on your monitor. Background: Most people want a uniform background on their
web pages, and this is where you can set the background color. Other effects
have to be set elsewhere.</p>
</blockquote>
<br>
<h3>Spreadsheet</h3>
<blockquote>
<h4><b>General</b></h4>
<blockquote>
<p> <b>Metrics.</b> What measurements are you comfortable with? </p>
<p><b>Updating.</b> Same as for text documents -- loading links can sometimes
take a lot of time. </p>
<p><b>Input Settings</b>. This is so personal that I hardly know how to suggest.
Play with the default settings. If something irritates you (such as "How
the @#$!! do I edit the entry"), then come back here and change it.</p>
</blockquote>
<p><b>View</b> </p>
<blockquote>
<p><b>Visual Aids. </b>You want grids and page breaks -- I promise you. Later,
you may want to eliminate them, but, if you're not sure, start with them.
You can hide them if you wish, but they're a handy default. "Guides while
moving" is amazingly handy, as well -- it lets you know where things will
actually go. Objects: You will want to see them -- especially at first.
</p>
<p><b>Display.</b> Everything you see checked should stay checked until you've
worked with spreadsheets for a while -- then you can come back and change
some settings. (For example, "Outline symbols" were useful for a while,
but later just got irritating for me, so I unchecked them, again.)</p>
</blockquote>
<h4><b>Calculate</b> </h4>
<blockquote>
<p><b>Iterative references. </b>Iterations is needed for certain recursive
calculations (if you don't know what that is, you don't need it). My practice
is to set a number at 50, run the iterations, note the output, run it again,
check it and run it a final time. This lets me know if the formula is unstable
or too slowly converging (this is for testing the formula). Then I can set
the iterations at a reasonable level for the work I am doing (heavy statistical).
I check all the items under Iterative references except "Precision as shown"
as I normally use two places (five for some functions), but want maximum
precision in each calculation. "Precision as shown" introduces some divergent
errors -- again, if you don't know what I am talking about, you can't have
any. On the right -- stick to the default date unless it produces errors,
then try each of the others until you get correct dates. On some systems,
you may need one of the other two. If most calculations will be monetary
amounts, select two decimal places -- you can easily change it for any range
of cells.</p>
</blockquote>
<p><b>Sort Lists</b>. Add any special lists you may have that don't reduce to
alphabetical order.</p>
<p><b>Changes</b>. "By author" lets you choose -- you CAN choose an automatic
default color for each type of change, however.</p>
<p><b>Grids.</b> If you do nothing else, synchronize axes. However, for some
applications, this is NOT a good thing. Unselect it if you do not want your
grids to be so rigid.</p>
<p><b>Print</b>. Remember, some uses will often have blank sheets as part of
the output and sometimes you will want to print only the sheets you have selected
and not the entire document.</p>
<p><b>Presentation</b>. The automatic defaults are pretty good. I have only
a few comments on these:</p>
<p><b>General.</b> Pay attention to the Unit of Measurement and tab stops. Note
how you do your Presentations normally -- do you start with the current page
or always with page one?</p>
<p><b>View.</b> Look at Alternative display. Do you use any of these features?
If not or if only rarely, leave them unselected. If you don't know what a
Bezier editor is, don't select it except to experiment.</p>
<p><b>Grids.</b> You really, REALLY want snap lines instead of a grid for most
Presentations -- again, what do YOU do?</p>
<p><b>Print</b>. The defaults are good, but think about your usual practice.</p>
<p><b>Drawing.</b> (Same suggestions as for Presentation except that grid lines
may be more useful here than in a Presentation).</p>
<p><b>Formula.</b> Defaults are generally good, but consider "fit to page" and
"scaling" if they come out looking poorly on a page.</p>
<p><b>Chart.</b> All you can pick here are default colors.</p>
<p><b>Data Source.</b> Don't mess with this unless you REALLY know what you
are doing.</p>
<p>Play around with things awhile before using "Configure." This is unique for
each kind of document, spreadsheet and so on. This is where you would set
the defaults for a particular document or for general usage -- such as key
shortcuts and so on. Lots of choices and very much a matter of taste.</p>
<p><b>Note</b>. When you've finished customizing the Options, it is always helpful to shut down the program and restart it just in case your machine does something unpleasant. That way, you're sure to have the settings the way you want them.</p>
</blockquote>
<br>
<h3>One final suggestion</h3>
<blockquote>
<p> Learn to love the Help document. You can have it in a separate screen and
get to it with Alt-Tab any time. At the left is an index you can use to find
what you want. It is your friend. Keep it around a lot until you think you
don't need it any more -- but never forget that it is there. It answers lots
of questions to keep you from asking others for help that is at your fingertips.</p>
</blockquote>
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