Excel VBA Error #1004 – Excel cannot access the file

This is primarily a PeopleSoft nVision post – but it also pertains to Excel developers.  For those not familiar with it, nVision is a wrapper provided by Oracle/PeopleSoft whereby the Excel application can be used by PeopleSoft processes.  What gets produced is an Excel workbook.

Excel is installed on an application server, and is called via the nVision wrapper.  A number of our nVision layouts (Excel workbooks) have VBA macro code associated with them.

A shift in providing reports to consumers was recently made within the company.  Up til recently the reports were available from shares on the application server where nVision/Excel was running.  That’s been changed – the reports now have to be made available on a separate file server share.

And to make things both simpler as well as complex, the older style UNC path would no longer be allowed; instead all paths have to be DFS pointers.

Our users started running into random problems shortly after the change.  The common error was:

Error Source: Microsoft Office Excel.  Error #1004 – Description: Microsoft Office Excel cannot access the file ‘some file name’. There are several possible reasons:

The file name or path does not exist.

The file is being used by another program.

The workbook you are trying to save has the same name as a currently open workbook.

VBA Help Message # 1001004.

I was able to pin point what code was throwing the error, and it was in a section that does the following:

  1. Create a new workbook from a template
  2. Save the new workbook with a unique file name
  3. Copy some text from the source workbook
  4. Paste it into the new workbook
  5. Run some more vba to make the new worksheets pretty
  6. Save the new workbook and close it out

Rinse and repeat another several hundred times.  It took a couple of tries but from what I determined the error would always get thrown when attempting some action on the new (target) workbook.  And since that workbook was now being created in a remote share, DFS was the culprit.

That is a reasonable assumption based on how DFS works.  That’s not a topic for this post – if you want more Microsoft has an article here.  Note this line from the link – DFS requires Domain Name System (DNS) and Active Directory replication are working properly.

I see DNS and I think HTTP, network packets, domain controllers and RPC.  A far too complex environment for VBA to be operating in.

So to resolve the issue I changed where the work was being done.  Instead of saving the new workbook over the wire to the final destination and then doing more work to it via VBA; the work is back to being done in the same place the source workbook is.  That path is guaranteed by getting the ThisWorkbook.Path value of the source workbook.

So the above list is back to getting accomplished locally.  Once step 6 is complete there are two more items to the task list:

  • Use FIleSystemObject method CopyFile – and put a copy of the new workbook in the new reports share using DFS
  • Then user FileSystemObject method DeleteFile to get rid of the local copy of the new workbook.

No more random errors and the users are back to being happy.  And company policy is maintained.


PeopleTools 8.51 nVision – Excel forumulas throw UnrecoverableExceptionFilter

How about an upgrade story?  We are upgrading PeopleTools from 8.48 to 8.51 – as well as upgrading from Windows 2003 32 bit server to Windows 2008 R2 64 bit server – and for a trifecta from Office 2003 to Office 2007.

Okay – so we have nVision reports that worked fine in PTools 8.48 and Excel 2003.  One of my tasks was to upgrade the nVision reports to Office 2007 and then test them in the new PTools environment.  Found this problem – which has been reported to Oracle.

Report would error out with the following as part of the log file entry:

PSPAL::Abort: Unrecoverable exception received
PSPAL::Abort: Location: E:\pt85110b-retail\peopletools\src\pspal\exception_winunhandled.cpp:594: PSPAL::UnhandledExceptionFilter::UnrecoverableExceptionFilter

Couldn’t find anything on the Oracle site, went back and forth several times with Oracle on the service call.  This nVision had several pages and a macro associated with it – the macro was run from a call by NvsInstanceHook.  I took out the call to the macro, and started removing pages – finally got it to run by removing two specific pages in the layout.

I’m not going to go thru all the steps I took to find the bug – and it is a bug – what I found was the 8.51 version of nVision does not properly handle IF formulas in cells.

There was a nested IF statement having 5 truth checks.  There was also both an AND and an OR condition in the statement.  If I whittled the formula down to three checks maximum then the layout would run to success.

Some examples are in order here.  This formula is an edited version of the original – which failed:

=IF(AND(O5<>”Condition One”, O5<>”Condition Two”, O5<>”Condition Three”), IF(OR(O5=”Condition Four”, O5=”Condition Five”), , “”), <Add a bunch of cells>)

So – if I got rid of the OR condition – in essence only going with the AND operator:

=IF(AND(O5<>”Condition One”, O5<>”Condition Two”, O5<>”Condition Three”), “”, <Add a bunch of cells>)

The layout would work fine.  Same if I only used the OR conditional portion of the formula:

=IF(OR(O5=”Condition Four”, O5=”Condition Five”), <Add a bunch of cells>, “”)

Clearly nVison can handle having formulas in cells, plus it can handle the AND and OR conditional operators – it’s the number of truth table checks in the formula nVision is having an issue with.  Which is a shame as per Microsoft you can have up to 64 nested inline IF statements in a formula.

What I finally did was break the formula down – do the AND truth table test in one cell, the OR test in another.  Those cells would be hidden in the report – what was shown was an IF statement where if the value of the AND cell was blank use the value from the OR test.

PeopleTools 8.51 nVision configuration in Windows 2008 R2 64 Bit and Office 2007

We have been upgrading to PeopleTools 8.51 recently.  The company I work for uses both PeopleSoft Financials and PeopleSoft HRMS – and I work on the HRMS side.

Currently client machines use Windows 7 with Office 2007.  Our new Windows server environment will be virtualized instances of Windows 2008 R2 in 64 bit – which does pose some problems with installing and running nVision.

After a number of conference calls with Oracle Support and a lot of trial and error here seems to be the right configuration (at least in my corporate environment – ‘your mileage may differ’) :

  1. For each database instance on the server, either using PSADMIN or directly in the psprcs.cfg configuration file, go to the [nVision] section and set the following and then restart:
    • EnableDrillDownForFile=1
    • EnablePollDialogs=1
    • UseExcelAutomation=1  NOTE – if you are going to be using any macro code at all you must have MS Office installed and this switch must also be set.
  2. In your server PSOFT installation directory appserv\prcs\ create nvision\instance folders inside each and every PSOFT database instance that will be using nVision.  So as an example, in my machine I have <Drive>:\psoft\ hrms90\appserv\prcs\<Instance Name>\NVISION\INSTANCE.
  3. In your W2008 R2  server create a C:\Windows\SysWOW64\config\systemprofile\Desktop directory.
  4. We set the psoft directory in our Windows servers as a share and grant change access in our DEV and QA environments to our dev team.
  5. We set the following Windows Services up to use a service account that is created in Active Directory, and that service account is then set up as a local admin on the server.  For some reason both of these services in installation default to the Local System Account – and the PeopleSoft PSADMIN service sets Allow service to interact with desktop. They both need to be changed to use the This Account – interaction with local desktop needs to be turned off – and the account MUST HAVE LOCAL ADMIN RIGHTS:
    • Oracle Process Manager: ORACLE ProcMGR V10gR3 with VS2008
    • Process Scheduler: PeopleSoft <path to installed instance>
  6. Log into the server with whatever account the two services are using.  My suggestion – use the same account for both services but keep it unique for your PeopleTools installation.  After logging in start Excel.  Answer all the pop-up questions that come up.  Click the Office button – the new large button on the upper left of the opened Excel workbook.  At the bottom of the opened menu you will see a button labeled Excel Options – click on that.  On the left navigation bar click on Trust Center – when the Trust Center page loads click on the Trust Center Settings button you should see on the page to the right.  Again there is a left hand navigation bar – you want Macro Settings – it’s just about in the middle of the options.  Click on Enable all macros (not recommended but if you are going to be using macro code fired by NvsInstanceHook you need to do this).  Then click in the Trust access to the VBA project object model.  Click OK on the bottom of the page but don’t leave the menu just yet.
  7. With Excel still open and the Excel Options menu open – navigate to the top of the left hand navigation.  Select Popular – when the page loads put a check mark in Show Developer tab in the Ribbon.  You may need this to work on macros.

That should do it.  Exit out of Excel, make sure the services are up and running and you should have nVision working.  However!  I have been finding a few gotchas along the way – I’ll try to detail some of those in later posts.

Excel VBA Classes – high speed low drag but with costs

Look – let’s be honest here – anyone doing programming in this day and age has at some point been exposed to object based and/or object-oriented programming.  In the words of Jack and Stan – Nuff said!

So let’s recap.  VBA allows three types of variable definitions:

Intrinsic – these are the usual suspects – Strings, Integers etc.  Have scope depending on where declared.  If you don’t declare a variable as a specific type it becomes a Variant wasting 32 bits of space plus added overhead.

UDT or User Defined Types – a collection of variables which can also contain arrays.  Must be declared/defined at the module level – then used as a variable definition later on in your code.  Used just as an intrinsic type, multiple variables can be declared using your UDT.

Class definitions – a template that contain three elements – Properties, Methods and Events.  Where have you seen those before…

All this can be looked up – it’s the reason for using a class versus any other type that I want to discuss.

Intrinsic types are the building blocks and are pretty much self explanatory.  UDT’s are a nice way to create a collection of intrinsic variables and because of that are very helpful.

Classes not only provide a collection of intrinsic variables but also allow code to be written inside the class definition that deals with the data inside the class.  That is what can make a class very handy to have.

I’ve used classes in a couple of ways in my coding.  One is a way to keep – think of a scratch pad on the side.  I’m dating myself here – but remember back in the day doing a math quiz or test?  You had scratch paper on the side to allow figuring etc. of a problem but the answer was on a different sheet.  Classes can be used as that – plug some data in, do some manipulation and get an answer.  Each object that gets declared with a single class definition can obviously have unique and different data – but the manipulation of that data remains a constant.

Second way I use classes is due to the reuse factor.  For example I have a utility I wrote as a class – it provides computer name, if the instance (now that we are in the virtual world) is a server or workstation etc.  I can and do plug that class into other projects as warranted – makes my life easier.

But here is my all time favorite reason for using classes versus just regular code modules – the Friend keyword.  This harkens back to C and C++ concepts – a variable, function etc. should have the minimum amount of visibility as possible.  Private locks things down – and Public exposes for all to see.  But Friend is a pre-Java Interface construct.  The visibility is throughout the project BUT nowhere else.  In other words a class function can’t be inadvertently called by some other code running on the same machine.  And since a lot of my VBA coding is being done for PeopleSoft nVision reports that are run unattended on a server – that provides me with a more comfortable feeling.

Classes are higher in costs – frankly I find myself trying to get further and further away from them.  But they are a valuable part of your toolkit and well worth your time to investigate and use them.

Excel VBA User Defined Data Type

I got exposed to this concept when I learned C. C is not an object-oriented or even object based language – however there is a way to aggregate a grouping of variables into a data structure called a struct.  In VBA it’s called a User Defined Type – and is the help in MSDN and/or Excel Help sparse or what…

So, I’m going to be quoting from my version of Bruce McKenney’s Hardcore Visual Basic second edition.

User Defined Types – let’s from now on call them UDT’s – are the pre-cursors to classes.  Think of it this way – those with experience with .NET, Java or C++ already have a bit of a leg up here.  Types are templates that describe the kind of data that a variable of that type can contain plus contain the rules as to how the type should behave.  Intrinsic types are the usual variables you define and use – they are the Integer, String etc.  Then come UDT’s which are aggregates of intrinsic types; then come classes which is another post.

UDT’s are defined this way:

Public or Private Type <Name>
 <UDT Variable Name> as
<Keep going if you need to>~
End Type

A more readable example would be:

Private Type Report
  Name As String
  SaveLocation As String
  TemplatePath As String
End Type

The UDT is used by using the VBA declaration statement:

Private or Public udtReport As Report

Now udtReport can have it’s aggregates initialized as such:

udtReport.SaveLocation = <some path I want to assign it>

And can be read or used as:

strSomeThrowawayStringVar = udtReport.SaveLocation

Why use this – and why at the end of the post?

Well – I have found it easier to aggregate variables into some kind of logical structure and then use the structure.  Instead of having a bunch of variables I found it easier to keep tabs on some kind of idea – so I create a structure called a Report, SummaryPointer, DetailPage etc. and then add individual variables as needed.

Something also to keep in mind – as in the C language a UDT is far less overhead – and ‘lighter’ than building a class in Java or C++ but with all the convenience of dot notation.  Those who have Java experience will probably recognize this as a typedef UDT.

VBA classes in a future post!

VBA – what kind of computer am I?

In a previous post I explained I have Excel macros that run in various environments.  One of the things I found I had to check was if a macro was running on a server or in a client workstation – that would help direct the macro to a template location if it was needed.

So – here is some VBA to help determine the type of machine Excel is runing on. Something to note – the VBA is making a call to the WMI scripting library – here is a link to a Microsoft TechNet article providing more background on WMI Scripting.

First, in the General Declaration portion of the module:

Private mvalIsServer As Boolean
Private mvalMultipleOS As Boolean

Private Const mvalWorkStation As Integer = 1
Private Const mvalDomainController As Integer = 2
Private Const mvalServer As Integer = 3

Then the actual function – I wrote it to return a boolean value:

Private Function AmIAServer() As Boolean
On Error GoTo AmIAServer_Err
  Dim ErrorMessage As String
  Dim objOS As Object
  Dim lProductType() As Long
  ErrorMessage = “Error in AmIAServer GetObject Count.  “
  Set objOS = GetObject _
  ReDim lProductType(objOS.Count)
  Dim i As Integer
  i = 0
  ErrorMessage = “Error in AmIAServer GetObject ProductType.  “
  For Each objOS In GetObject _
    lProductType(i) = objOS.ProductType
    i = i + 1
  Set objOS = Nothing
  If i = 0 Then
    mvalMultipleOS = False
    mvalMultipleOS = True
  End If
 ErrorMessage = “Error in AmIAServer Evaluate.  “
 Select Case lProductType(0)
   Case mvalWorkStation
     AmIAServer = False
   Case mvalDomainController
     AmIAServer = True
   Case mvalServer
     AmIAServer = True
   Case Else
     AmIAServer = False
 End Select

Exit Function
    WriteErrorLogEntry ErrorMessage
    AmIAServer = False
End Function

Get Computer Name and other useful VBA functions

I have a number of PeopleSoft nVision reports that have macros attached to them.  PS nVision on the client can be thought of as a wrapper around Microsoft Excel – so from this point on we’ll treat any nVision layout as an Excel workbook.

These workbooks are on different servers or can be run on a clients PC.  A lot of them use templates to create a final report.  The macros need the path to the templates – and while the directory structure in our development to QA to production environments all stay the same – it’s the computer name that obviously changes.

I have some helper functions that I use to help get information used by my various macros.

To get the computer name – in the General Declarations of the code module add:

Private Declare Function GetComputerName Lib “kernel32” Alias “GetComputerNameA” _
(ByVal lpBuffer As String, nSize As Long) As Long

I also declare some other variables:

Private Const sNameUnknown = “NOT_FOUND”
Private mvalComputerName As String
Private mvalHaveValidName As Boolean

Then it’s all put together in this function:

Private Function ComputerNameIs() As String
    Dim lngLength As Long
    Dim lngResult As Long
    Dim strNameBuffer As String
    ‘Maximum Computer Name + Terminating Null Char
    ‘Create Buffer
    strNameBuffer = String(lngLength, “X”)
    ‘Get the computer Name
    lngResult = GetComputerName(strNameBuffer, lngLength)
    If lngResult <> 0 Then
        ComputerNameIs = Mid(strNameBuffer, 1, lngLength)
        mvalHaveValidName = True
        ComputerNameIs = sNameUnknown
        mvalHaveValidName = False
    End If
End Function

I’ll be adding more in future posts.

Check for a printer in Excel VBA Macro

I’ve been doing upgrades to Microsoft Office 2003 Excel workbooks – specifically to VBA macros in the workbooks.

The workbooks are used as PeopleSoft nVision layouts.  PS nVision utilizes Excel to provide reports – however nVision is run on a server.

During the upgrade I kept running into one error in particular – due to the server I was working on not having a printer driver installed.  A number of the macros did print set up as part of the report formatting – without a printer driver the code would bomb.  So I came up with the following function – it determines if a printer is set up on the machine, and returns a Boolean value:

Public Function IsPrinterInstalled() As Boolean
On Error GoTo IsPrinterInstalled_ERR
Dim objWMIService, colInstalledPrinters As Object
Dim strComputer As String
Dim i As Integer

strComputer = “.”
Set objWMIService = GetObject( _
“winmgmts:” & “{impersonationLevel=impersonate}!\\” _
& strComputer & “\root\cimv2”)
Set colInstalledPrinters = objWMIService.ExecQuery _
(“Select * from Win32_Printer”)

i = colInstalledPrinters.Count

Set objWMIService = Nothing
Set colInstalledPrinters = Nothing

If i > 0 Then
 IsPrinterInstalled = True
  IsPrinterInstalled = False
End If

Exit Function

 If Not objWMIService Is Nothing Then
   Set objWMIService = Nothing
End If

If Not colInstalledPrinters Is Nothing Then
 Set colInstalledPrinters = Nothing
End If

IsPrinterInstalled = False

End Function

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