Difference between revisions of "Installing ExcelReportLink"

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# Leave the New Installation path unless your an advanced user. If you need to move it you can do that after the upgrade
# Leave the New Installation path unless your an advanced user. If you need to move it you can do that after the upgrade
# Select any custom reports you use to transfer to the new installation and then click '''OK'''
# Select any custom reports you use to transfer to the new installation and then click '''OK'''
# Reports will be opened, upgraded and transferred to the new installation. In '''Installation Upgrade Complete''' dialog click OK
# Files will be upgraded and transferred to the new  new installation path. In '''Installation Upgrade Complete''' dialog click OK
# In the Upgrade Progress form click '''Close'''
# In the Upgrade Progress form click '''Close'''
# Click '''Start'''
# Once the installation is complete click '''Start'''
# Click the '''[[Getting Started Guide]]''' and follow the instructions to complete the installation or go back to continue the upgrade instructions.
 


===New Installation===
===New Installation===
# In the '''Choose where to Install ExcelReportLink''' dialog choose either '''Local Machine''' or '''Shared Network Drive'''
# In the '''Choose where to Install ExcelReportLink''' dialog choose either '''Local Machine''' or '''Shared Network Drive''' and click '''Next'''
# When you start ExcelReportLink for the first time, you may need to enable macros in order for ExcelReportLink to start fully;
# Either choose the default path or click '''Browse''' to choose another installtion path then click '''Install'''.
# ExcelReportLink will open in a new session in Excel and the [[ExcelReportLink Menu]] will appear.
# Files will be transferred to the new installation path
# Once macros are enabled, you will be prompted to create a shortcut. Click '''Yes''' to do so;
# Once the installation is complete click '''Start'''
# The Welcome to ExcelReportLink Form will display;
# Click the '''Getting Started Guide''' and follow the instructions to complete the installation or go back to continue the upgrade instructions.
 
==Notes==


==Getting Started==
# Click the '''[[Getting Started Guide]]''' and follow the instructions to complete the installation or go back to continue the upgrade instructions.





Revision as of 21:21, 24 January 2019

Overview

To install ExcelReportLink, follow these instructions

How to Install ExcelReportLink

Installing ExcelReportLink
Welcome to ExcelReportLink Installer
ExcelReportLink - New Installation or Upgrade
ExcelReportLink - Old Path - New Path
  1. Download ExcelReportLink
  2. To start the WinZip self extractor, click Install_ExcelReportLink...exe. It may be located at the bottom of your Browser;
  3. Choose Run. The Winzip Self Extractor - Install_ExcelReportLink...exe form will appear;
  4. At the Unzip to folder, choose a temporary folder to unzip the installer. If not sure use the default;
  5. Leave the When done unzipping open: check box selected
  6. Click Unzip. An unzipped successfully message should appear when done;
  7. Click OK to acknowledge the files have unzipped sucessfully. The Welcome to ExcelReportLink... window should display;
  8. Click the Getting Started Guide for additional help
  9. Read the User License Agreement and tick the checkbox if you accept them, then click Next.
  10. If you already have a version of ExcelReportLink installed and you wish to upgrade to the latest version then click Upgrade... and then click Next
  11. If the first installation then click New Installation and then click Next

Upgrade

  1. By default the path of the latest version will display. If you wish to upgrade another version, click Select and browse for it. If unsure use the default
  2. Leave the New Installation path unless your an advanced user. If you need to move it you can do that after the upgrade
  3. Select any custom reports you use to transfer to the new installation and then click OK
  4. Files will be upgraded and transferred to the new new installation path. In Installation Upgrade Complete dialog click OK
  5. In the Upgrade Progress form click Close
  6. Once the installation is complete click Start


New Installation

  1. In the Choose where to Install ExcelReportLink dialog choose either Local Machine or Shared Network Drive and click Next
  2. Either choose the default path or click Browse to choose another installtion path then click Install.
  3. Files will be transferred to the new installation path
  4. Once the installation is complete click Start

Getting Started

  1. Click the Getting Started Guide and follow the instructions to complete the installation or go back to continue the upgrade instructions.


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