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.
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.
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<strong>Spreadsheet</strong> <strong>Server</strong> Installation 6<br />
2.2 <strong>Spreadsheet</strong> <strong>Server</strong> Installation<br />
A separate Configurator program is <strong>use</strong>d by your administrator or security officer to maintain license keys, valid<br />
<strong>Spreadsheet</strong> <strong>Server</strong> <strong>use</strong>rs, shared settings, and database connection <strong>use</strong>r ID and password. The following<br />
installation steps assume that the Configurator program has been installed and that appropriate <strong>use</strong>rs, shared<br />
settings and connection data have been configured.<br />
NEW INSTALLS<br />
1. Check system compatibility: go to www.queryexchange.com, select Run Licensing System Communication<br />
Verification and click Start. The system displays a message indicating the results of the test.<br />
2. Close any open sessions of Excel.<br />
3. Edit SetupSharedSecurityFile.cmd located in the <strong>Spreadsheet</strong> <strong>Server</strong> folder from the installation CD -orfrom<br />
the downloaded and uncompressed zip file from <strong>Global</strong>'s website and replace the path "P:\<strong>Spreadsheet</strong><br />
<strong>Server</strong>" <strong>with</strong> the network path where you have saved your Configurator security file (DotNetSecurity.xml).<br />
4. Run SetupSharedSecurityFile.cmd. Follow and respond to the installation prompts. <strong>Global</strong> recommends<br />
taking the defaults. During the standard install process the system automatically initiates the <strong>Spreadsheet</strong><br />
<strong>Server</strong> add-in <strong>for</strong> Excel and installs a custom <strong>Spreadsheet</strong> <strong>Server</strong> ribbon <strong>for</strong> <strong>use</strong> in Excel.<br />
Note: For Citrix <strong>use</strong>rs, edit and run SetupCitrix.cmd instead of SetupSharedSecurityFile.cmd to install<br />
<strong>Spreadsheet</strong> <strong>Server</strong> WITHOUT having the system automatically enable the <strong>Spreadsheet</strong> <strong>Server</strong> add-in<br />
<strong>for</strong> Excel.<br />
Note: If not previously installed, the setup program will <strong>for</strong>ce the install of required components prior to<br />
installing <strong>Spreadsheet</strong> <strong>Server</strong> (see Additional Components).<br />
5. After the installation has completed successfully <strong>for</strong> the FIRST <strong>Spreadsheet</strong> <strong>Server</strong> <strong>use</strong>r only, copy the<br />
following from C:\Program Files\<strong>Global</strong> <strong>Software</strong> <strong>Inc</strong>\<strong>Spreadsheet</strong> <strong>Server</strong> to the appropriate location:<br />
· Copy the AdHocQueries folder contents to the AdHoc's folder specified in the Configurator.<br />
· Copy the Application Data folder contents to the Segment Lists folder specified in the Configurator.<br />
6. After the installation has completed successfully, it is recommended to:<br />
· Reboot if directed to do so.<br />
· Per<strong>for</strong>m a Windows Update to check <strong>for</strong> .Net Framework 4.0 updates and load them if necessary.<br />
· Ensure that the appropriate component(s) are installed <strong>for</strong> connectivity (see Additional Components).<br />
· Go to the Settings-General tab and assign and/or verify the location of the network security and<br />
connections file (see User Settings).<br />
7. Repeat steps 1, 2, 4 and 6 <strong>for</strong> each additional <strong>Spreadsheet</strong> <strong>Server</strong> <strong>use</strong>r.<br />
UPGRADE INSTALLS<br />
As the steps required <strong>for</strong> an upgrade install may vary, it is important to read and follow the Upgrade Guidelines<br />
published when a new version is released.<br />
<strong>Global</strong> <strong>Software</strong>, <strong>Inc</strong>.
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