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Distribution Manager Settings

The Distribution Manager Settings allow the user to define various criteria to control processing.

Important: Spreadsheet Server does not support the new Outlook/Microsoft 365 version. You can try it at your own risk. Be aware that using the new version of Outlook may interfere with emails being sent via Distribution Manager.

  1. In Excel, from the Distribution Manager Ribbon, select Settings. The Distribution Manager Settings > General panel appears.
  2. Use the following table to enter data in the General panel, or to access other functions:

    3. Field

    Description

    General Options:

     

    Enhanced Logging

    If selected, additional logging is recorded. For optimal processing, once an error has been resolved, it is recommended to clear the log file, and unselect this option (see Distribution Manager View Log) for more information).

    Always save workbook prior to distribution

    If selected, all workbook changes are automatically saved prior to distribution.

    Consolidate Emails

    If selected, multiple specification rows for a recipient in a distribution run are combined into a single email, with multiple attachments (one for each specification row); otherwise, one email is issued per specification row.

    Note: This setting is ignored if the One Email for all Recipients option is selected for the specification row.

    Include Members when only the Master is selected

    If selected, and only the group master specification row is selected for distribution, the system distributes the master and all member rows. Otherwise, only selected specification rows are distributed.

    Right justify text fields

    If selected, all text fields are right-justified.

    Enable Distributor Addin for Word

    If selected, the system enables the Distributor Add-in in Word. The Distributor Add-in must be enabled in order to process Narrative Reporting through the Distribution Manager.

    Note: The Distributor Add-in may also be manually enabled and/or disabled in Word.

    PDF Creation:

    Specify, when distributing to PDF, whether to use the default insightsoftware-provided component, the Excel Save As PDF component, or a specific printer to convert objects to PDF. If the PDF Printer option is selected, type the path, or, click the Browse button to select the printer to be used to convert objects to PDF. If left blank, the system uses the Adobe PDF printer (if it exists), otherwise, it uses the default printer.

    Note: If using the Adobe PDF printer, Adobe Distiller is required to convert a document to a PDF file. Distiller is not available to users that only have Adobe Reader installed.

    Convert Formulas to Values Default:

    Specify the option to default for the Convert Formulas to Value field, when adding a new distribution specification row.

    Button

    Function

    View Log

    Opens the Log Viewer panel, where users may see information and error log entries, copy selected log entries, email, or clear the log file (see Distribution Manager View Log) for more information).

  3. Use the following table to enter data in the Email panel:

    4. Field

    Description

    Email Options:

     

    Email Server

    Specify the email server to be used for email distributions. If SMTP is selected, additional setting options become available for input.

    Note:
    • The Distributor Add-in for Outlook must be installed for the Microsoft Outlook Exchange option to be available. If applicable, a link is available to install the component, with the ability to Run as Administrator, if necessary.
    • If using SMTP, certain mail configurations may prevent the transmission of messages. Contact your IT department for assistance.

    HTML Email

    If selected, the HTML email editor is used for the email body content. Otherwise, the plain text editor is utilized.

    Cache Address Book

    If selected, the address book is cached, to prevent long waits when loading.

    Note: If cached lists exist, and the user unselects the option, a prompt appears asking if the lists should be deleted.

    SMTP Options:

    If the SMTP option is selected, the following options are available for input.

    SMTP Mail Server

    Specify the SMTP mail server to be used for email distributions.

    SMTP Sent "From" Address

    Specify the from email address to be assigned to email distributions.

    SMTP Advanced Options (Optional):

    If the SMTP option is selected, if necessary, specify optional settings for the authentication account name and password, the SMTP port number, and SSL (secured socket layer) support.

    Note: .NET Framework 4.7 or later inherits security from the operating system, if not specifically set. Spreadsheet Server uses .NET Framework 4.8, and it is explicitly set to use TLS 1.2, or the system default. Please work with your company's IT team to set the appropriate protocol, and/or upgrade the operating system to be compatible with your SMTP server. For more information about these Microsoft specifications, see Microsoft ServicePointManager.SecurityProtocol Property, here.

  4. The About panel displays insightsoftware's contact information. Click the Online Manuals link to access the online user manual.

  5. Click OK. The system processes the changes made in the current panel, then closes it.

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