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

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

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<strong>Spreadsheet</strong> <strong>Server</strong> Installation 62.2 <strong>Spreadsheet</strong> <strong>Server</strong> InstallationA separate Configurator program is <strong>use</strong>d by your administrator or security officer to maintain license keys, valid<strong>Spreadsheet</strong> <strong>Server</strong> <strong>use</strong>rs, shared settings, and database connection <strong>use</strong>r ID and password. The followinginstallation steps assume that the Configurator program has been installed and that appropriate <strong>use</strong>rs, sharedsettings and connection data have been configured.NEW INSTALLS1. Check system compatibility: go to www.queryexchange.com, select Run Licensing System CommunicationVerification 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 <strong>Spreadsheet</strong> <strong>Server</strong> folder from the installation CD -orfromthe downloaded and uncompressed zip file from <strong>Global</strong>'s website and replace the path "P:\<strong>Spreadsheet</strong><strong>Server</strong>" <strong>with</strong> the network path where you have saved your Configurator security file (DotNetSecurity.xml).4. Run SetupSharedSecurityFile.cmd. Follow and respond to the installation prompts. <strong>Global</strong> recommendstaking the defaults. During the standard install process the system automatically initiates the <strong>Spreadsheet</strong><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.Note: For Citrix <strong>use</strong>rs, edit and run SetupCitrix.cmd instead of SetupSharedSecurityFile.cmd to install<strong>Spreadsheet</strong> <strong>Server</strong> WITHOUT having the system automatically enable the <strong>Spreadsheet</strong> <strong>Server</strong> add-in<strong>for</strong> Excel.Note: If not previously installed, the setup program will <strong>for</strong>ce the install of required components prior toinstalling <strong>Spreadsheet</strong> <strong>Server</strong> (see Additional Components).5. After the installation has completed successfully <strong>for</strong> the FIRST <strong>Spreadsheet</strong> <strong>Server</strong> <strong>use</strong>r only, copy thefollowing from C:\Program Files\<strong>Global</strong> <strong>Software</strong> <strong>Inc</strong>\<strong>Spreadsheet</strong> <strong>Server</strong> 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.· Per<strong>for</strong>m a Windows Update to check <strong>for</strong> .Net Framework 4.0 updates and load them if necessary.· Ensure that the appropriate component(s) are installed <strong>for</strong> connectivity (see Additional Components).· Go to the Settings-General tab and assign and/or verify the location of the network security andconnections file (see User Settings).7. Repeat steps 1, 2, 4 and 6 <strong>for</strong> each additional <strong>Spreadsheet</strong> <strong>Server</strong> <strong>use</strong>r.UPGRADE INSTALLSAs the steps required <strong>for</strong> an upgrade install may vary, it is important to read and follow the Upgrade Guidelinespublished when a new version is released.<strong>Global</strong> <strong>Software</strong>, <strong>Inc</strong>.

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