Spreadsheet Server for use with Lawson - Global Software, Inc.

Spreadsheet Server for use with Lawson - Global Software, Inc. Spreadsheet Server for use with Lawson - Global Software, Inc.

10.11.2014 Views

13 Spreadsheet Server for use with Lawson - Release V12 R5 M1 Menu Item Formula Assistant Build a Template Segment Lists Data Validation Locate Segment Enable Disable Settings Description Opens the Formula Assistant panel, allowing the user to maintain parameters for a formula (see Formula Assistant). Opens the Template Wizard panel, allowing the user to quickly create a template on a Spreadsheet Server spreadsheet (see Build a Template). Opens the Maintain Segment Lists panel, allowing the user to create and/or maintain segment lists (see Create/Maintain Segment Lists). Opens the Data Validation panel, allowing the user to create a validation list for a specific cell in Excel (see SS Validation). Opens the Locate A Segment Value or Hierarchy panel, displaying a list of valid values or hierarchy values for each account segment (see Locate Segment Value or Hierarchy). Opens the Sign On panel, allowing the user to start Spreadsheet Server (see Starting Spreadsheet Server). Closes the connection and disables Spreadsheet Server formulas (see Disable / Enable Spreadsheet Server Formula Calculations). Opens the Settings panel, allowing the user to define various criteria to control processing (see User Settings).

Getting Started 14 3.2 Starting Spreadsheet Server Follow the steps below to start the add-in component of Spreadsheet Server. · When user settings are set to start Spreadsheet Server during Excel startup, then step 2 is not applicable. · When unattended (auto) signon is activated, steps 3 and 4 are not applicable. 1. Start Excel. 2. In Excel from the SServer Disabled menu, select Start Spreadsheet Server -or- select the SS ribbon equivalent (see SS Ribbon). The Sign On to Spreadsheet Server dialog box. 3. Various methods are available for signing onto Spreadsheet Server based upon the ledger type being accessed: Option 1 - SQL Server or DSN Database: · Host Name or IP Address - host or IP Address that hosts the database · Database Lib Name - name of the Lawson database library · User ID - value defaults based on entry for Windows User in the Configurator · Password - only required if a password was created for the user in the Configurator Option 2 - Direct Connect: · Select the Direct check box · Specify the following fields: · Host - host or IP Address that hosts the Oracle database · Service - Oracle Service Name indicating where the database is located · Port - port number · User ID - value defaults based on entry for Windows User in the Configurator · Password - only required if a password was created for the user in the Configurator Global Software, Inc.

Getting Started 14<br />

3.2 Starting <strong>Spreadsheet</strong> <strong>Server</strong><br />

Follow the steps below to start the add-in component of <strong>Spreadsheet</strong> <strong>Server</strong>.<br />

· When <strong>use</strong>r settings are set to start <strong>Spreadsheet</strong> <strong>Server</strong> during Excel startup, then step 2 is not applicable.<br />

· When unattended (auto) signon is activated, steps 3 and 4 are not applicable.<br />

1. Start Excel.<br />

2. In Excel from the S<strong>Server</strong> Disabled menu, select Start <strong>Spreadsheet</strong> <strong>Server</strong> -or- select the SS ribbon equivalent<br />

(see SS Ribbon). The Sign On to <strong>Spreadsheet</strong> <strong>Server</strong> dialog box.<br />

3. Various methods are available <strong>for</strong> signing onto <strong>Spreadsheet</strong> <strong>Server</strong> based upon the ledger type being<br />

accessed:<br />

Option 1 - SQL <strong>Server</strong> or DSN Database:<br />

· Host Name or IP Address - host or IP Address that hosts the database<br />

· Database Lib Name - name of the <strong>Lawson</strong> database library<br />

· User ID - value defaults based on entry <strong>for</strong> Windows User in the Configurator<br />

· Password - only required if a password was created <strong>for</strong> the <strong>use</strong>r in the Configurator<br />

Option 2 - Direct Connect:<br />

· Select the Direct check box<br />

· Specify the following fields:<br />

· Host - host or IP Address that hosts the Oracle database<br />

· Service - Oracle Service Name indicating where the database is located<br />

· Port - port number<br />

· User ID - value defaults based on entry <strong>for</strong> Windows User in the Configurator<br />

· Password - only required if a password was created <strong>for</strong> the <strong>use</strong>r in the Configurator<br />

<strong>Global</strong> <strong>Software</strong>, <strong>Inc</strong>.

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