How to Set Protected View in Excel

adminEdit By nancy sherif29 March 2023Last Update :

Unlocking the Secrets of Protected View in Excel

Microsoft Excel is a powerhouse for data analysis and management. However, with the increasing risks of malware and corrupted files, it’s crucial to ensure the safety of your system while handling documents from various sources. Protected View is a read-only mode in which Excel opens files that are potentially unsafe, minimizing the risk of infection. This article will guide you through the intricacies of setting up and using Protected View in Excel, ensuring your data and device remain secure.

Understanding the Importance of Protected View

Before diving into the technicalities of setting up Protected View, it’s essential to comprehend its significance. Protected View acts as a shield, guarding your computer against potentially harmful files that could contain viruses or malicious macros. When you open a file from an untrusted source, Excel opens it in Protected View, allowing you to review the content without enabling any embedded code to run.

When Does Excel Use Protected View?

Excel typically engages Protected View under the following circumstances:

  • Files downloaded from the internet or received as email attachments.
  • Files stored in potentially unsafe locations, such as the Temporary Internet Files folder.
  • Files that fail validation or have issues that might pose security concerns.

Step-by-Step Guide to Enabling Protected View

Now, let’s walk through the process of setting up Protected View in Excel to ensure your digital safety.

Accessing the Trust Center

The journey to setting up Protected View begins in the Trust Center, the hub for Excel’s security settings. Here’s how to get there:

  1. Open Excel and click on the File tab to access the backstage view.
  2. Select Options to open the Excel Options dialog box.
  3. In the Excel Options dialog box, click on Trust Center.
  4. Click on the Trust Center Settings… button to enter the Trust Center.

Configuring Protected View Settings

Within the Trust Center, you’ll find a plethora of security options. Follow these steps to adjust the Protected View settings:

  1. In the Trust Center, select Protected View from the left-hand menu.
  2. You will see a list of scenarios in which Excel can open files in Protected View. Here, you can enable or disable the following options:
  • Enable Protected View for files originating from the Internet.
  • Enable Protected View for files located in potentially unsafe locations.
  • Enable Protected View for Outlook attachments.
  • Enable Protected View for files that fail validation.

Check or uncheck the boxes according to your preference and click OK to apply the changes.

Understanding File Block Settings

Adjacent to Protected View settings in the Trust Center, you’ll find the File Block Settings. This section allows you to block or unblock certain file types, adding an extra layer of security. For instance, you can prevent older versions of Excel files from opening, which are more susceptible to security risks.

Dealing with Files in Protected View

When you open a file in Protected View, Excel will display a warning bar at the top of the document. If you trust the source and need to edit the file, you can exit Protected View by clicking on the Enable Editing button. However, proceed with caution, as this action will allow the file to interact with your system fully.

Disabling Protected View for Specific Files

While Protected View is a critical security feature, there might be instances where you need to disable it for specific trusted files. To do this:

  1. Open the file in Protected View.
  2. Click on the Enable Editing button.
  3. Once the file is in edit mode, save it to a trusted location on your device.

Excel will remember the file’s location and will not open it in Protected View in the future.

Best Practices for Using Protected View

While Protected View is a robust security feature, it’s essential to complement it with good practices:

  • Always keep your Excel and other Office applications up to date to benefit from the latest security features.
  • Be cautious when disabling Protected View, especially for files from unknown or untrusted sources.
  • Regularly review your Protected View settings to ensure they align with your current security needs.

FAQ Section

Can I set exceptions for specific trusted sources?

Yes, you can add trusted locations in Excel where any files opened from these locations will not be in Protected View. This can be done in the Trust Center under the Trusted Locations settings.

Is it safe to disable Protected View?

Disabling Protected View can expose your system to risks if the file is from an untrusted source. It’s recommended to disable it only for files from sources you trust completely.

Does Protected View guarantee complete protection against all threats?

While Protected View significantly reduces the risk of threats, no security feature can offer 100% protection. Always use Protected View in conjunction with other security measures like antivirus software.

What should I do if Excel keeps opening files in Protected View?

If Excel persistently opens files in Protected View, check your Protected View settings in the Trust Center and adjust them as needed. Also, ensure the files are not located in potentially unsafe locations or flagged by your antivirus software.

Conclusion

Protected View in Excel is a vital security feature that helps safeguard your computer against potential threats hidden in documents. By understanding how to configure and use Protected View effectively, you can strike a balance between productivity and protection. Remember to stay vigilant and keep your security settings up to date to navigate the digital world safely.

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