Installing Excel Add-In

This article describes the steps you can follow to add the Excel Add-In for Spreadsheet Server, including prerequisites for things like SAP Netweaver.

1. If necessary, close all open Excel sessions.
2. Double-click Spreadsheet Server Suite.exe from either the installation CD or from the downloaded and uncompressed .zip file.
3. Select the appropriate setup type and follow installation prompts:
   • Spreadsheet Server: only Spreadsheet Server will be installed.
   • Application Configurator: only Application Configurator will be installed.
   • Cloud Connector: only Cloud Connector will be installed.
4. After successful installation, it is recommended to:
   1. Reboot your machine.
   2. If connecting to an iSeries or SAP database, ensure the appropriate components (for example, IBM iSeries Access for Windows, SAP Client, or SAP Transport) are installed for connectivity.

   Note: As of version 14.5.134, SAP Netweaver 7.0 or higher must be installed in order for Spreadsheet Server to connect to an SAP database.

   3. Open the Control Panel and sign into Spreadsheet Server:

   Note: When starting Spreadsheet Server, you may be prompted to upgrade the segment list file. If you choose not to upgrade, other options are available for upgrading the segment list file at a later time.

   Note: If the General Ledger Type is not defined in Application Configurator, a new window appears. In this window, click Configure Spreadsheet Server. The Select General Ledger panel then appears. In this panel, select the appropriate ledger type and specify the appropriate location of the network security and connections file.

   1. If not completed in the previous step, navigate to the Settings > General panel and validate the location of the network security and connection files.
   2. Navigate to the Settings > File Locations panel and validate the location of the segment list, ad hoc query, Designer GL definition, and EDQ files.

5. Open Excel, sign into Spreadsheet Server, and from the Spreadsheet Server ribbon, click Formula Builder to ensure connectivity and calculation processing.
   If the Spreadsheet Server add-in is not initiated in Excel:
   
   1. In Excel, click File > Options > Add-ins.
      
   2. From the Manage drop-down list, select Excel Add-ins, and click Go.
      
   3. Select the Spreadsheet Server add-in, and click OK, or:
      

   Note: From the desktop, click Start > All Programs > Spreadsheet Server Suite > Register Add-In, then click OK in the Register Spreadsheet Server Add-In panel.

6. For Distribution Manager users only, navigate to the Distribution Manager Settings panel, and validate the settings.
7. For Query Designer users only, open Query Designer and validate the settings.
8. If Application Configurator is skipped in the initial installation, it can be installed by rerunning the setup file. Select all components that need to be installed and proceed further.