I need your help in deciding the best strategy and technology to choose from for the continuing development of a successful in-house VBA application.
In our company (a web-based distributor of financial information), over the years, we have developed a VBA XLA Add-in application for use only inside our company, which helps in the linking of our database of financial information with Excel worksheets, through the use of several UDF's, supported by ADO/SQL and other business objects logic. This app became a solid, fast, and useful tool for us, somewhat similar to old DDE links, but much more sophisticated and flexible than that.
Recently we replaced the ADO/SQL portion of the system with a SOAP based Web-Service and XMLHTTP MSXML 6.0 technology, literally putting our database into the cloud. The goal was to transform the application into a product which could be used outside of our company. That work is already done, and its behaving quite well, with all functionality, load at startup, user authentication and session control login/logout, seamless integration with EXCEL, user-friendly messages, all done in a single 2.036Kb XLA Add-In file, spanning more than 15.000 lines of good VBA code. However, we feel that it cannot yet be distributed like it is...
We feel that in order to be successfully published as a product to our clients, this application must be transformed into compiled code instead of the interpreted VBA. There are many reasons to justify doing that, including security, speed, robustness, etc.. but we don't need to go into these details right now.
Our fist thought was to use VB6 and Automation Designers to quickly transform our VBA code into a VB6 Automation Add-in. Apart from the fact that VB6 is old technology, it seems that Automation Add-in's are not the ideal solution, for our app requires some interaction with Excel events and the End-User, at least during the "login" and "logout" into the web-service based database (and some other functionality that requires user interaction through forms), BUT is seems that Automation Add-ins are not suitable to anything other than UDF's only. Here we would like to learn about other's experiences with Automation Add-ins and end-user interaction.
So, COM Add-in's are the next option. Again, these allow interaction through menu buttons and commands, but do not allow UDF's in the worksheets. Or so we've read. Also, we have read that COM Add-ins can be made as Automation Add-ins (allowing UDF's after all), but that they will work as two separate entities inside the Excel environment (one COM and one Add-In), one half not communicating with the other. That's not acceptable to us. Again, we'd like to learn more about other's experiences in that regard.
Then there is Managed Code (.NET, Interop, and VSTO) as other viable options. However, while simple to get started with, it is not clear that Interop came to stay, and it is not clear what is the best strategy with managed code. Again, we'd like to learn about other's experiences in this realm.
So, the questions final is: given our requirements (i.e., load at startup, access to data through SOAP based web-service (MSXML 6.0), UDF's functions, login/logout session control, user-friendly error handling, etc.), and the fact that we already have 15.000 lines of good VBA code, which is the best technology for us to continue to develop this Excel component, in order to make it into an easily and safely distributable product? All comments and thoughts in that regard are very welcome.
I would take a look at Excel DNA: https://github.com/Excel-DNA
I had a very similar problem developing a VBA add-in that communicates with an ASP.Net Web API. Couldn't really give all the code out in VBA, so we needed a way of giving out compiled code. Connecting to the web service was freezing up excel making it harder for users working with massive spreadsheets with multiple API calls.
You can develop them in visual studios easily using VB so a lot of the code could just be copied and pasted over then changed slightly to fit the later version of VB you're using.
Add-ins compile to .xll 64-bit and 32-bit versions.
We handle all login and connection to the API in the Ribbon: https://exceldna.codeplex.com/wikipage?title=Ribbon%20Customization&referringTitle=Documentation
And you can use newer VB forms which are more user-friendly.
Connect to other .dll files for sharing logic across multiple add-ins.
The UDF we use which call the API can all run asynchronously freeing up Excels main thread.
https://exceldna.codeplex.com/wikipage?title=Asynchronous%20Functions&referringTitle=Documentation
It can run any VBA specific or CAPI code by queuing as a macro.
Pretty much do everything that you could do in VBA plus more.
Govert the Developer https://stackoverflow.com/users/44264/govert is very active on StackOverflow and forums. He's helped us out loads in the development. And Excel DNA is still being updated and worked on.
Let me know if you want some more details.
great summary of your project.
I'm also curious what other thinks about the "right" solution for such task. It won't be an easy decision though.
My short answer will be "stick with VBA" unless you are really concerned about stealing your code from the great VBA add-in.
The reason I'd go for VBA is that the longer I've been working with VSTO/COM the better I've found VBA to be the best for handling tasks that are closely related to Excel (understand MS Office) object model. I'm saying that even I have written almost zero lines of VBA code in last 4 years. I do understand that you are using webservices and other dependencies but I'd say that if you have good progress and the add-in is working as expected I'd NOT throw myself to a completely new world of development (VSTO & C#) just to be cool, you will gain not too much value of this, especially if you know that
deploying managed code is harder that just copy your add-in to a
folder, set registry, done
troubleshooting is a way harder with managed code, basically you will have to log much more and trying to reproduce issues that may not happen in your environment but happens in clients
re-engineering of managed code is not such hard so if people really wants to steal your code they can do that unless you use obfuscation
and the last and probably the most important for you as much as I'm aware there is no easy way to do UDFs in VSTO
I have very minimal experience with VB6/ COM Automation so I'd love to hear opinion of guys who have done something similar before
Re: the VSTO & UDF, at my job, we have a VSTO add-in that somehow handles UDFs for a large project. I'm not the main developer of the application but I believe we use Excel DNA there so do check it to explore the managed code option further
Hope that helps
I am trying to develop add-ins because my organization wants to move away from macros, due to the logistical tasks of deploying to thousands of users.
Is there a guide to repurpose existing VBA code into add-ins?
I want to be able to view/modify the source code.
Most helpful article so far:
https://blogs.msdn.microsoft.com/csharpfaq/2010/09/27/converting-a-vba-macro-to-c-4-0/ where they suggest "recording a macro in Office and then use the results in their code in VS".
I'm not aware of any VBA to VB.NET conversion tools, but the similarities are enough that you can copy and paste most code and correct the differences on the individual lines that prevent compilation. However it would be necessary to have a decent working knowledge of VB.NET in order to do this effectively.
I would though recommend that this task be considered a complete re-write, especially since you need to port it to an add-in project. The way you call your VBA methods may differ greatly depending on whether they are event or UI/Ribbon driven.
Also note that there is no macro recorder for Outlook.
I have written some vba (userforms mostly) to help my colleges with various task in Outlook, every time I write some extra code I have go to twenty desk to perform a manual update because outlook can't access the vba model.
VBA Extensibility in Outlook
is there a way to automate this update? using sendkeys was suggested but this is not actualy an update, you would still have to delete the old file manualy. Some of my colleges can't handle that. :-(
Multi-user solutions should really be designed as a COM Add-in. VBA macros in Outlook were never intended to be deployed and are meant for personal use only. However, there are some deployment methods available - see here, but use at your own risk: http://www.outlookcode.com/article.aspx?id=28
I need to create a Custom business card along with custom form , and I want to send it as an attachment just like a normal business card , but receiver should be able to open it with the custom form.
You have a VBA tag but there is no VBA solution. You cannot send live VBA to others. They would not thank you if you figured out how to do so.
http://office.microsoft.com/en-001/outlook-help/how-outlook-helps-protect-you-from-viruses-spam-and-phishing-HA010355583.aspx
Protection from macro viruses
The purpose of a macro is to automate frequently used tasks. Although some macros are simply a recording of your keystrokes or mouse clicks, more powerful VBA macros are authored by developers who use code that can run many commands on your computer. For this reason, VBA macros pose a potential security risk because a hacker can introduce a malicious macro through a document that, if opened, allows the macro to run and potentially spread a virus on your computer.
In Microsoft Office 2010, the Trust Center helps to provide protection against potentially unsafe macros. In addition, Outlook blocks many potentially harmful attachments.
In any case, if answerable, it is a SuperUser question. https://superuser.com/
I've created Outlook 2007 macro, which add additional item to mail context menu (Sub Application_ItemContextMenuDisplay). Now I would like to allow other users to use this macro. How can I simplify macro installation for them?
Now I have to ask them to run Macro editor and copy-paste the macro code.
Probably, I can convert that to some Outlook addin / msi?
There's no way to deliver VBA code in a "correct" way to other users. Microsoft itself recommends your approach (copy-paste), because that is the only way to preserve what other users have possibly inserted in their outlook code file (VBAProject.otm).
I propose that you do some studying for yourself before asking beginner questions. There are plenty of resources available which can be found easily. I recommend you to start with OutlookCode , where a very good choice of articles will led you to understand how to go on.