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Install Spreadsheet Server Suite

This chapter describes the steps you must follow to install the Spreadsheet Server Suite.

Prerequisites

  • Microsoft .Net Framework 4.8 is a prerequisite for Application Configurator. This component must be installed prior to running the Application Configurator setup program.
  • Additionally, if using Office 2016 or newer, insightsoftware recommends installing Microsoft Visual C++ Redistributable for Visual Studio 2015 prior to beginning the Application Configurator installation. If you choose not to preinstall this product, the installation wizard will complete the necessary install.

Pre-Installation Steps

  1. For legacy users, locate the license keys assigned by insightsoftware (either an XML file or email text).

    For Platform users, the admin will receive an initial email with a link to set up their account. After setting up the account, the admin can invite other users, starting an email chain.

  2. If your company requires proxy server access for internet connectivity, locate the appropriate proxy server IP address, port number, user name, and password.

It is recommended to establish a share folder structure and review the following prerequisites in Recommended Shared Folder Structure.

Recommended Shared Folder Structure

insightsoftware recommends establishing an insightsoftware network share root folder, followed by supporting Spreadsheet Server folders for storing all shared files. See Appendix A: Recommended Shared Folder Structure at the end of this document for the recommended shared folder structure.

Note: The install folders will differ for upgrades of existing installations compared to new installs.

To install Spreadsheet Server Suite

  1. Close any open Excel files.
  2. Navigate to Spreadsheet Server Downloads and download the latest version of Spreadsheet Server.

  3. Extract all the files placed in the Spreadsheet Server <version> .zip.
  4. Open the extracted Spreadsheet Server <version> folder, locate the Spreadsheet Server Suite.exe file, right click, and run it as administrator.
  5. Click Next when the first Spreadsheet Server Suite Setup window appears.

  6. Select your installation type and click Next. If you have a Platform account, select Platform.

    Note: In case of an upgrade, the existing Platform users will not see this page, by default they will bypass this step and set up as a Platform customer.

  7. If you received license keys in an email formatted as XXXXX-XXXXX-XXXXX-XXXXX-XXXXX, follow the license type instructions.

    Note: For the existing legacy users, continue to upgrade the product by selecting the License option.

  8. Select your ERP and click Next. If your ERP is not listed, select Other/Multiple. The Choose installation location option appears. spre

  9. By default ,the product will be installed in the ProgramData folder. However, you have an option to browse and change the Destination Folder (For both Platform and License install types).

    If you select the Multi-Tenant Deployment checkbox:

    1. Your Spreadsheet Server settings will be stored in the C:\Users\{username}\AppData\Local\insightsoftware\Spreadsheet Server Suite path.
    2. Multiple users from an organization can simultaneously use Spreadsheet Server on the same machine (ex. when connected to a remote desktop).
    3. This will also give more flexibility to partners who host their company’s Spreadsheet Server environment on a remote desktop to allow them to connect to their hosted databases.
  10. Select the desired installation components, Spreadsheet Server, Application Configurator, Cloud Connector, and click Install.

  11. If you want, you can select Create Desktop Shortcuts and view install logs.

  12. Click Finish after successful installation.

Silent Installation for End Users

When performing a silent installation of Spreadsheet Server, you are responsible for ensuring that, for each end user:

  1. The Everyone group has full access to the Global Software Inc folder that will be created in the public documents folder.
  2. Excel 2019 or 2016 has been installed.
  3. No active instances of Excel are running during the installation.
  4. If this is an upgrade starting from a pre-14.1 version, previous version(s) of Distribution Manager and Executive Dash have been uninstalled. If this is an upgrade starting from a pre-14.5 version, previous version(s) of Spreadsheet Writeback have been uninstalled.
  5. Note: For silent uninstalls, add the following commands, to your command file or custom uninstaller program:

    • msiexec /x "distribution manager.msi" /qn
    • msiexec /x "executive dash.msi" /qn
  6. If using the Command Prompt, open as an administrator and navigate to the folder that contains the Spreadsheet Server Suite installer. Otherwise, specify the path in your command file or custom installer program.
  7. The P:\Spreadsheet Server path indicates the network path that the DotNetSecurity.xmlApplication Configurator security file has been saved by the application. Edit this path to the path where you have saved your DotNetSecurity.xml file.
  8. Note: UNC paths can be used, rather than mapped drives. For example: \\ComputerName\SharedFolder.

  9. Enter the appropriate command from the below list:
  • Excel 2019 or 2016 (Application Configurator, Spreadsheet Server, and Cloud Connector):
    “Spreadsheet Server Suite.exe" /S /SHAREDSECURITYFILEPATH="P:\Spreadsheet Server" /INSTALL=”Full
  • Excel 2019 or 2016 (Spreadsheet Server, Cloud Connector):
    Spreadsheet Server Suite.exe" /S /SHAREDSECURITYFILEPATH="P:\Spreadsheet Server" /INSTALL=”SS
  • Excel 2019 or 2016 (Application Configurator only):
    “Spreadsheet Server Suite.exe" /S /SHAREDSECURITYFILEPATH="P:\Spreadsheet Server" /INSTALL=”AC”
  • Excel 2019 or 2016 (Application Configurator and Spreadsheet Server):
    “Spreadsheet Server Suite.exe" /S /SHAREDSECURITYFILEPATH="P:\Spreadsheet Server" /INSTALL=”ACAdmin”
  • Excel 2019 or 2016 (Spreadsheet Server only):
    “Spreadsheet Server Suite.exe" /S /SHAREDSECURITYFILEPATH="P:\Spreadsheet Server" /INSTALL=”SSUser”

Note: All switches are case-sensitive and must be uppercase.

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