Difference between revisions of "Installing ExcelReportLink"

Jump to navigation Jump to search
no edit summary
Line 26: Line 26:
# 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.




Navigation menu