Setting Up the Plant Applications Excel Add-In

Procedure

  1. Start Excel from the command line.
    1. Click Start > Run.
    2. Type excel.exe in the Open field, then click OK.
  2. Click Microsoft Office, then click Excel Options.
  3. Click the Add-Ins category
  4. In the Manage box, click Excel Add-ins, then click Go to display the Add-Ins dialog box.
  5. Select the Plant Applications Excel Add-In check box, then click OK.
    A message verifies the Plant Applications Add-in has been installed.
  6. Click Plant Applications on the Add-ins ribbon, then click Options to display the Plant Applications Add In Options dialog box.
  7. Under Server Access, verify the following three items in the display
    • Correct default server.
    • Correct user.
    • Connected status.

    If not:

    1. Click Edit to display the Connect Server dialog to edit the user details. If necessary, log in with Plant Applications Administrator credentials.
    2. Right-click the server, then click Edit to update the Add-in connection details.
    3. In the Server dialog, click Advanced, and verify that the Default Server is selected. Click OK.
    4. If the Add-In is not connected to the server, right-click the server. Select Connect, then click Close.
    5. Click Save to update the registry settings.
  8. Click the Microsoft Office button, then select Excel Options to display the Excel Options screen.
  9. Click Trust Center, then click Trust Center Settings to display the Trust Center screen.
  10. Click Add-ins, and verify that all options are not selected.
  11. Click Macro Settings, then select Enable all macros.
  12. Click OK, then click Save.
  13. Clear the Save AutoRecover information every option, then select the Disable AutoRecover for this workbook only option.
  14. Click OK and close Excel.

What to do next

Verify the virtual directories have been created:

  1. Open Administrative Tools from the Control Panel, then select Internet Services Manager or Internet Information Services (IIS) Manager.
  2. Expand the IIS tree, then open the Web Sites folder.
  3. Expand Default Web Site to display the virtual directories. Verify that the following three virtual directories have been created in IIS:
    • Apps
    • Reports
    • PAReporting

For information about installing and using SSRS, refer to the Proficy Plant Applications SSRS Report Configuration and Report Creation Guide, which is posted with KB16011.

If you installed the Plant Applications Web Parts, also verify that the virtual directories ProficyWebParts and ProficyDashboard have been created.