Skip to main content
insightsoftware Documentation insightsoftware Documentation
{%article.title%}
Published:
Was this article helpful?
0 out of 0 found this helpful

Installing Noetix Add-in for Microsoft Excel

 

Review System Requirements

Make sure that your client computer meets the system requirements. The system requirements of the add-in can be found on the Knowledge area of the insightsoftware Support Community.

Grant Administrative Privileges

You must have administrative privileges on the computer on which you plan to install the add-in. If you need assistance with this task, contact your system administrator.

Update Configuration Settings

During the installation of add-in, you need to specify the server name in theNoetix Excel Add-In Config.ini file. Optionally, you can customize other report settings also in the configuration file.

After the installation, if you need to make any changes, use the Settings menu of the add-in. The changes made to the configuration file will not be reflected in the add-in.

The configuration file contains the default values for the report settings and is available in the folder that has the add-in executable file. All parameters in this file must have a value. You must use a text editor to modify this file.

The following parameters are available in the configuration file:

Gateway: The parameters in this section determine the server details.

Server: The name of the Noetix Gateway (gateway) server to which the add-in will connect. This is the default server.

Port: The port to which the gateway connects. By default, it is 80.

SSL: Whether Secure Sockets Layer (SSL) is used on the server that the add-in is connecting to. If you want to use SSL when the add-in connects to the server, then the protocol must be configured on the server you are connecting to and you must specify the value as one (1). By default, the value is zero (0). If the value is 0, then SSL will not be used when the add-in connects to the server.

Execution Settings: The parameters in this section set limitations on the running of the reports.

Batch rows: The number of rows for each batch. The reports will be retrieved in batches of the specified number of rows. By default, the value is zero (0), and the report is returned without any limitation on the number of rows.

Row limit: The number of rows to be returned. The query will return only the specified number of rows. Any additional rows will not be retrieved. By default, the value is zero (0), and the report is returned without any limitation on the number of rows.

Timer: The maximum time (in minutes) for which you want a report to run. If a report takes longer than the specified time, it will stop running. By default, the value is zero (0), and the report is returned without any limitation on the run time.

Report Settings: The parameter in this section determines whether the data in the reports will automatically fit the columns.

Auto fit: By default, the value is one (1). If you do not want this feature to be available, specify zero (0) as the value. If the value is 0 and the data in the report does not fit the columns, then part of the data may be hidden.

Advanced Settings: The parameter in this section determines whether the add-in should check for “Query in Excel” embedded queries that are created in Noetix WebQuery (NWQ) when the workbook is opened.

Scan worksheets: By default, the value is one (1). If you do not want this feature to be available, specify zero (0) as the value. If the value is 0, the add-in does not check for the embedded queries in the workbook. In such a case, the embedded queries and the add-in reports will exist in the same Excel file. Because the embedded queries and the add-in reports work differently, the features of the embedded queries will not be applicable for the add-in reports and vice-versa. Therefore, having all the reports in the workbook in the same format helps in eliminating any confusion.

Installing the Software

This section explains how to install Noetix Add-in for Microsoft Excel (add-in). Before you begin the installation process, make sure that the pre-installation tasks are completed.

To install the add-in successfully, the Noetix Add-In for Microsoft Excel <version>.exe and Noetix Excel Add-In Config.ini files must be stored in the same location.

To install the add-in

Double-click Noetix Add-In for Microsoft Excel <Version>.exe.

The page with the license agreement for the redistributable package of Microsoft Visual Studio 2010 Tools for Office Runtime (x86 and x64) appears.

If the required Microsoft Visual Studio 2010 Tools for Office Runtime are available on your computer, then the Welcome to the Noetix Add-In for Microsoft Excel Setup Wizard page in step Select Accept. The Welcome to the Noetix Add-In for Microsoft Excel Setup Wizard page appears. appears.

Select Accept. The Welcome to the Noetix Add-In for Microsoft Excel Setup Wizard page appears.

Select Next. The Select Installation Folder page appears.

Select Disk Cost to check the available disk space on your computer for the installation of the add-in. A list of hard disk drives on the computer and their available and required disk spaces is displayed. Select the hard disk drive where you want to install the add-in, and then select OK.

To change the destination folder, select Browse, navigate to the destination folder location, and then select OK.

Select Next. The Confirm Installation page appears.

Select Next to start the installation process. The Installing Noetix Add-In for Microsoft Excel page appears.

After the add-in installation is complete, the Installation Complete page appears.

Select Close to exit the add-in installation wizard.

Installing the Software in Silent-Mode

You can perform a silent installation of the Noetix Add-in for Microsoft Excel (add-in). To install the add-in successfully, the Noetix Add-In for Microsoft Excel <version>.exe and Noetix Excel Add-In Config.ini files must be stored in the same location.

To run a silent installation

Navigate to the folder in which the setup files are located, and run the following command at the command prompt.

“Noetix Add-In for Microsoft Excel <version>.exe” /S

You must enclose the file name within double quotation marks and use uppercase S in the command.

Open Microsoft Excel, and verify that the Noetix tab is available.

Reinstalling the Software

Reinstallation of Noetix Add-in for Microsoft Excel (add-in) may be required when the initial installation is corrupted or could not be completed due to technical problems. This section provides the steps to reinstall the add-in.

To reinstall the add-in

Double-click Noetix Add-In for Microsoft Excel <Version>.exe. The Welcome to the Noetix Add-In for Microsoft Excel Setup Wizard page appears.

Select Repair Noetix Add-In for Microsoft Excel, and then select Finish to start the reinstallation process. The Installing Noetix Add-In for Microsoft Excel page appears.

After the add-in reinstallation is complete, the Installation Complete page displays the message that add-in has been installed.

Select Close to exit the add-in installation wizard.

Uninstalling the Software

This section provides the steps to uninstall the Noetix Add-in for Microsoft Excel (add-in). To uninstall the add-in, you must do the following:

Uninstall the add-in using the add-in installation wizard.

Delete the installation folder from the computer.

To uninstall the add-in

Exit the add-in if you are running it.

Double-click Noetix Add-In for Microsoft Excel <Version>.exe. The Welcome to the Noetix Add-In for Microsoft Excel Setup Wizard page appears.

Select Remove Noetix Add-In for Microsoft Excel, and then select Finish to start the uninstallation process. The Removing Noetix Add-In for Microsoft Excel page appears.

After the add-in uninstallation is complete, the Installation Complete page displays that the add-in has been removed.

Select Close to exit the wizard.

Delete the folder containing the setup and configuration files pertaining to the add-in.

The log files that are created when an error occurs in the add-in are not deleted after the add-in is uninstalled. If you want to remove them, you must manually delete them. For information about the log files, see “Log Files” in the chapter “Maintenance” in the Noetix Platform Administrator Guide.

Published:

Installing Noetix Add-in for Microsoft Excel

 

Review System Requirements

Make sure that your client computer meets the system requirements. The system requirements of the add-in can be found on the Knowledge area of the insightsoftware Support Community.

Grant Administrative Privileges

You must have administrative privileges on the computer on which you plan to install the add-in. If you need assistance with this task, contact your system administrator.

Update Configuration Settings

During the installation of add-in, you need to specify the server name in theNoetix Excel Add-In Config.ini file. Optionally, you can customize other report settings also in the configuration file.

After the installation, if you need to make any changes, use the Settings menu of the add-in. The changes made to the configuration file will not be reflected in the add-in.

The configuration file contains the default values for the report settings and is available in the folder that has the add-in executable file. All parameters in this file must have a value. You must use a text editor to modify this file.

The following parameters are available in the configuration file:

Gateway: The parameters in this section determine the server details.

Server: The name of the Noetix Gateway (gateway) server to which the add-in will connect. This is the default server.

Port: The port to which the gateway connects. By default, it is 80.

SSL: Whether Secure Sockets Layer (SSL) is used on the server that the add-in is connecting to. If you want to use SSL when the add-in connects to the server, then the protocol must be configured on the server you are connecting to and you must specify the value as one (1). By default, the value is zero (0). If the value is 0, then SSL will not be used when the add-in connects to the server.

Execution Settings: The parameters in this section set limitations on the running of the reports.

Batch rows: The number of rows for each batch. The reports will be retrieved in batches of the specified number of rows. By default, the value is zero (0), and the report is returned without any limitation on the number of rows.

Row limit: The number of rows to be returned. The query will return only the specified number of rows. Any additional rows will not be retrieved. By default, the value is zero (0), and the report is returned without any limitation on the number of rows.

Timer: The maximum time (in minutes) for which you want a report to run. If a report takes longer than the specified time, it will stop running. By default, the value is zero (0), and the report is returned without any limitation on the run time.

Report Settings: The parameter in this section determines whether the data in the reports will automatically fit the columns.

Auto fit: By default, the value is one (1). If you do not want this feature to be available, specify zero (0) as the value. If the value is 0 and the data in the report does not fit the columns, then part of the data may be hidden.

Advanced Settings: The parameter in this section determines whether the add-in should check for “Query in Excel” embedded queries that are created in Noetix WebQuery (NWQ) when the workbook is opened.

Scan worksheets: By default, the value is one (1). If you do not want this feature to be available, specify zero (0) as the value. If the value is 0, the add-in does not check for the embedded queries in the workbook. In such a case, the embedded queries and the add-in reports will exist in the same Excel file. Because the embedded queries and the add-in reports work differently, the features of the embedded queries will not be applicable for the add-in reports and vice-versa. Therefore, having all the reports in the workbook in the same format helps in eliminating any confusion.

Installing the Software

This section explains how to install Noetix Add-in for Microsoft Excel (add-in). Before you begin the installation process, make sure that the pre-installation tasks are completed.

To install the add-in successfully, the Noetix Add-In for Microsoft Excel <version>.exe and Noetix Excel Add-In Config.ini files must be stored in the same location.

To install the add-in

Double-click Noetix Add-In for Microsoft Excel <Version>.exe.

The page with the license agreement for the redistributable package of Microsoft Visual Studio 2010 Tools for Office Runtime (x86 and x64) appears.

If the required Microsoft Visual Studio 2010 Tools for Office Runtime are available on your computer, then the Welcome to the Noetix Add-In for Microsoft Excel Setup Wizard page in step Select Accept. The Welcome to the Noetix Add-In for Microsoft Excel Setup Wizard page appears. appears.

Select Accept. The Welcome to the Noetix Add-In for Microsoft Excel Setup Wizard page appears.

Select Next. The Select Installation Folder page appears.

Select Disk Cost to check the available disk space on your computer for the installation of the add-in. A list of hard disk drives on the computer and their available and required disk spaces is displayed. Select the hard disk drive where you want to install the add-in, and then select OK.

To change the destination folder, select Browse, navigate to the destination folder location, and then select OK.

Select Next. The Confirm Installation page appears.

Select Next to start the installation process. The Installing Noetix Add-In for Microsoft Excel page appears.

After the add-in installation is complete, the Installation Complete page appears.

Select Close to exit the add-in installation wizard.

Installing the Software in Silent-Mode

You can perform a silent installation of the Noetix Add-in for Microsoft Excel (add-in). To install the add-in successfully, the Noetix Add-In for Microsoft Excel <version>.exe and Noetix Excel Add-In Config.ini files must be stored in the same location.

To run a silent installation

Navigate to the folder in which the setup files are located, and run the following command at the command prompt.

“Noetix Add-In for Microsoft Excel <version>.exe” /S

You must enclose the file name within double quotation marks and use uppercase S in the command.

Open Microsoft Excel, and verify that the Noetix tab is available.

Reinstalling the Software

Reinstallation of Noetix Add-in for Microsoft Excel (add-in) may be required when the initial installation is corrupted or could not be completed due to technical problems. This section provides the steps to reinstall the add-in.

To reinstall the add-in

Double-click Noetix Add-In for Microsoft Excel <Version>.exe. The Welcome to the Noetix Add-In for Microsoft Excel Setup Wizard page appears.

Select Repair Noetix Add-In for Microsoft Excel, and then select Finish to start the reinstallation process. The Installing Noetix Add-In for Microsoft Excel page appears.

After the add-in reinstallation is complete, the Installation Complete page displays the message that add-in has been installed.

Select Close to exit the add-in installation wizard.

Uninstalling the Software

This section provides the steps to uninstall the Noetix Add-in for Microsoft Excel (add-in). To uninstall the add-in, you must do the following:

Uninstall the add-in using the add-in installation wizard.

Delete the installation folder from the computer.

To uninstall the add-in

Exit the add-in if you are running it.

Double-click Noetix Add-In for Microsoft Excel <Version>.exe. The Welcome to the Noetix Add-In for Microsoft Excel Setup Wizard page appears.

Select Remove Noetix Add-In for Microsoft Excel, and then select Finish to start the uninstallation process. The Removing Noetix Add-In for Microsoft Excel page appears.

After the add-in uninstallation is complete, the Installation Complete page displays that the add-in has been removed.

Select Close to exit the wizard.

Delete the folder containing the setup and configuration files pertaining to the add-in.

The log files that are created when an error occurs in the add-in are not deleted after the add-in is uninstalled. If you want to remove them, you must manually delete them. For information about the log files, see “Log Files” in the chapter “Maintenance” in the Noetix Platform Administrator Guide.

For an optimal Community experience, Please view on Desktop
Powered by Zendesk