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

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5 Spreadsheet Server for use with Lawson - Release V12 R5 M1 2 Spreadsheet Server Installation 2.1 Additional Components REQUIRED COMPONENTS Application Configurator A single installation of the Application Configurator for Spreadsheet Server must be completed by the administrator, and each user must be established and assigned a valid license key within the Application Configurator prior to using Spreadsheet Server. Contact the security administrator for the network location of the security and connections file. Microsoft ® .Net Framework Microsoft .Net Framework 4.0 is a prerequisite for Spreadsheet Server. If it is not installed, then the Spreadsheet Server setup program will force the install. Microsoft ® Visual Studio Tools for Office Microsoft Visual Studio 2010 Tools for Office Runtime is a prerequisite for Spreadsheet Server. If it is not installed, then the Spreadsheet Server setup program will force the install. OPTIONAL COMPONENTS Oracle ® Client Global provides a direct connect option for accessing the Oracle database. However, if you desire to connect to the Oracle database via the Oracle Client ODBC provider, then the Oracle Client software must be installed on each user's computer. Within Oracle Client, configure the local service name, and assign the appropriate host name and port number.
Spreadsheet Server Installation 6 2.2 Spreadsheet Server Installation A separate Configurator program is used by your administrator or security officer to maintain license keys, valid Spreadsheet Server users, shared settings, and database connection user ID and password. The following installation steps assume that the Configurator program has been installed and that appropriate users, shared settings and connection data have been configured. NEW INSTALLS 1. Check system compatibility: go to www.queryexchange.com, select Run Licensing System Communication Verification and click Start. The system displays a message indicating the results of the test. 2. Close any open sessions of Excel. 3. Edit SetupSharedSecurityFile.cmd located in the Spreadsheet Server folder from the installation CD -orfrom the downloaded and uncompressed zip file from Global's website and replace the path "P:\Spreadsheet Server" with the network path where you have saved your Configurator security file (DotNetSecurity.xml). 4. Run SetupSharedSecurityFile.cmd. Follow and respond to the installation prompts. Global recommends taking the defaults. During the standard install process the system automatically initiates the Spreadsheet Server add-in for Excel and installs a custom Spreadsheet Server ribbon for use in Excel. Note: For Citrix users, edit and run SetupCitrix.cmd instead of SetupSharedSecurityFile.cmd to install Spreadsheet Server WITHOUT having the system automatically enable the Spreadsheet Server add-in for Excel. Note: If not previously installed, the setup program will force the install of required components prior to installing Spreadsheet Server (see Additional Components). 5. After the installation has completed successfully for the FIRST Spreadsheet Server user only, copy the following from C:\Program Files\Global Software Inc\Spreadsheet Server to the appropriate location: · Copy the AdHocQueries folder contents to the AdHoc's folder specified in the Configurator. · Copy the Application Data folder contents to the Segment Lists folder specified in the Configurator. 6. After the installation has completed successfully, it is recommended to: · Reboot if directed to do so. · Perform a Windows Update to check for .Net Framework 4.0 updates and load them if necessary. · Ensure that the appropriate component(s) are installed for connectivity (see Additional Components). · Go to the Settings-General tab and assign and/or verify the location of the network security and connections file (see User Settings). 7. Repeat steps 1, 2, 4 and 6 for each additional Spreadsheet Server user. UPGRADE INSTALLS As the steps required for an upgrade install may vary, it is important to read and follow the Upgrade Guidelines published when a new version is released. Global Software, Inc.
Page 1 and 2: Global Software, Inc.'s Spreadsheet
Page 3 and 4: Spreadsheet Server for use with Law
Page 5 and 6: Contents II 2 Review/Refresh ......
Page 7: Spreadsheet Server Overview 4 1.2 F
Page 11 and 12: Getting Started 8 3 Getting Started
Page 13 and 14: Getting Started 10 Menu Item Genera
Page 15 and 16: Getting Started 12 3.1.3 SS Ribbon
Page 17 and 18: Getting Started 14 3.2 Starting Spr
Page 19 and 20: Getting Started 16 3.3 Control Pane
Page 21 and 22: Getting Started 18 3.3.1 Control Pa
Page 23 and 24: Getting Started 20 3.4 User Setting
Page 25 and 26: Getting Started 22 Button View Log
Page 27 and 28: Getting Started 24 5. The Performan
Page 29 and 30: Building Spreadsheets 26 4.1 Build
Page 31 and 32: Global Software, Inc. Building Spre
Page 33 and 34: Building Spreadsheets 30 4.1.1 Buil
Page 35 and 36: Building Spreadsheets 32 4.1.3 Buil
Page 37 and 38: Building Spreadsheets 34 3. Use the
Page 39 and 40: Building Spreadsheets 36 5. Use the
Page 41 and 42: Building Spreadsheets 38 4.3 GXD Fo
Page 43 and 44: Building Spreadsheets 40 Note: For
Page 45 and 46: Building Spreadsheets 42 4.6 Locate
Page 47 and 48: Building Spreadsheets 44 4.7 List A
Page 49 and 50: Building Spreadsheets 46 To Expand
Page 51 and 52: Building Spreadsheets 48 7. To past
Page 53 and 54: Building Spreadsheets 50 4.9.3 SSLD
Page 55 and 56: Calculations 52 5 Calculations 5.1
Page 57 and 58: Drill Down Functionality 54 6 Drill
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Drill Down Functionality 56 6.1.1 C
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Drill Down Functionality 58 6.3 Dri
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Review Account Master 60 7 Review A
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Review Account Master 62 7.3 View A
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Miscellaneous Features 64 8 Miscell
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Miscellaneous Features 66 8. To unl
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Miscellaneous Features 68 8.4 Expan
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Miscellaneous Features 70 Field Des
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Miscellaneous Features 72 8.4.2 Exp
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Miscellaneous Features 74 5. To gen
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Miscellaneous Features 76 Field Des
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Miscellaneous Features 78 8.7 Disab
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Miscellaneous Features 80 8.9 View
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Index 82 Index - A - account 62 bal
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Index 84 - S - security account pro
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Spreadsheet Server for use with Lawson - Global Software, Inc.

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