Map Intelligence Client Installation Guide 1

Transcription

1 Map Intelligence Client Installation Guide 1

2 Map Intelligence Client Installation Guide 2

3 CONTENTS GETTING STARTED... 4 Map Intelligence Excel Clients... 4 Before Beginning the Installation... 4 INSTALLING THE MI EXCEL CLIENT... 5 MI SELECTION TOOLKIT... 9 Installing the MI Selection Toolkit... 9 Uninstalling the MI Selection Toolkit...17 ADDING THE MAPINTELLIGENCE.XLA FILE TO EXCEL ADD-INS LIST Microsoft Office Excel Microsoft Office Excel Microsoft Office Excel Versions prior to Microsoft Office Excel UNINSTALLING MI EXCEL CLIENT APPENDICES Appendix A: Map Intelligence Manuals and Guides...27 Map Intelligence Client Installation Guide 3

4 GETTING STARTED MAP INTELLIGENCE EXCEL CLIENTS The Map Intelligence Excel Client (MI Excel Client) allows you to configure server and map settings, design and configure the various types of analytical layers and save these configurations as templates. Some End Users may only wish to load templates to view maps and layers designed by others. The Map Intelligence Excel Client Viewer (MI Excel Client Viewer) is a streamlined version of the standard client and only allows users to load predefined templates and view maps. The MI Excel Client Viewer does not allow any configuration of Map Intelligence. IMPORTANT NOTE: If you install either of the MI Clients (full mode or view mode only) then install the other one, the original installation will be overwritten. The appropriate client should be loaded for each type of user. The client installation is a two-step process. 1. Installing the MI Excel Client or the MI Excel Client Viewer. 2. Adding the MapIntelligence.xla file to the Excel Add-Ins list. BEFORE BEGINNING THE INSTALLATION Please ensure that all the prerequisite requirements are met before installing the client. The full list of requirements can be found in the Prerequisites section of the MI Client Excel Readme. Map Intelligence Client Installation Guide 4

5 INSTALLING THE MI EXCEL CLIENT The Client installation will install the Map Intelligence.xla and related files into the directory specified during the installation. The default installation directory is Program Files\Map Intelligence\Excel Client. You will need to have local Machine Administrator Privileges to be able to install the Client. In some instances the screenshots in this guide may show an earlier version number to the version you are installing, this means that there have been no changes to the screen since the release shown. 1. From the Map Intelligence Menu, click on either the Client Install or the Client Viewer Install, to begin installing the Client. For further information on the type of Client which should be installed for particular End Users, see Map Intelligence Excel Clients. If you have downloaded Map Intelligence, you will need to extract the contents of the zip file into a location of choice. Then change directory to that location. There you will see the files and directories that comprise the Map Intelligence Excel Client. To get the Map Intelligence Menu, you will need to run the start.exe program. The Welcome to the Map Intelligence Excel Client Setup dialog box will appear. Figure 1. Welcome dialog box 2. Click the Next button. The License Agreement dialog box will appear. Map Intelligence Client Installation Guide 5

6 Figure 2. License Agreement dialog box. 3. It is important that you read and understand the terms and conditions of the license agreement and that you are suitably authorized to accept its terms. If so, click the I accept the agreement radio button, then click the Next button to accept the terms and conditions. The Select Destination Location dialog box will appear. Figure 3. Select Destination Location dialog box. Map Intelligence Client Installation Guide 6

7 4. Click the Browse button if the default path is unsuitable. Navigate to the location where you want the program installed and click the OK button. 5. Click the Next button to continue. The Select Start Menu Folder dialog box will appear. Figure 4. Select Start Menu Folder dialog box. 6. Click the Browse button if the default Start Menu Folder is unsuitable. Navigate to the folder where you want the program shortcut to appear, then click the OK button. If you do not want the program s shortcut to appear in the Start Menu, check the Don t create any icons checkbox. The Ready to Install dialog box will appear with a summary of the current program settings. 7. If you are satisfied with the current settings, click the Install button to begin installing the MI Excel Client. Click the Back button if you want to review or change any settings. Map Intelligence Client Installation Guide 7

8 Figure 5. Ready to Install dialog box. The Completing the Map Intelligence Excel Client Setup Wizard dialog box will appear. Figure 6. Completing the Map Intelligence Excel Client Setup Wizard dialog box. 8. Click the Finish button to complete this step of the installation. Map Intelligence Client Installation Guide 8

9 MI SELECTION TOOLKIT The MI Selection Toolkit is required in order for the Selection feature of Map Intelligence to return selected data to the spreadsheet. The MI Selection Toolkit installation will install the Microsoft SOAP Toolkit 2.0 SP2 and register the MapIntelligenceSelection.dll file. You will need to have local Machine Administrator Privileges to be able to install the MI Selection Toolkit. The MI Selection Toolkit needs to be installed on all end user machines that want to take advantage of Map Intelligence s Selection feature. INSTALLING THE MI SELECTION TOOLKIT 1. From the Map Intelligence CD Menu, click on Selection Toolkit Install, to begin installing the MI Selection Toolkit The Welcome dialog box will appear. Please read the instructions and warnings on the screen. Figure 7. Welcome dialog box. 2. Click the Next button. 3. The Information dialog box will appear. This explains the files that will be installed on the machine. Map Intelligence Client Installation Guide 9

10 Figure 8. Information dialog box. 4. Click the Next button. The License Agreement dialog box will appear. Figure 9. License Agreement dialog box. 5. It is important that you read and understand the terms and conditions of the license agreement and that you are suitably authorized to accept its terms. If so, click the Yes button to accept the terms and conditions. The Choose Destination Location dialog box will appear. Map Intelligence Client Installation Guide 10

11 Figure 10. Choose Destination dialog box. 6. Click the Browse button if the default path is unsuitable. Navigate to the location where you want the program installed and click the OK button. 7. Click the Next button. The Start Copying Files dialog box will appear. Figure 11. Choose Destination dialog box. 8. Click the Next button. 9. An Information message will appear informing you the Microsoft SOAP Toolkit setup is about to start. Click the OK button. Map Intelligence Client Installation Guide 11

12 Figure 12. Information Message. The Welcome to the Microsoft SOAP Toolkit 2.0 SP2 Setup Wizard will appear. Figure 13. Welcome dialog box. 10. Click the Next button. 11. The End-User License Agreement window will appear. Map Intelligence Client Installation Guide 12

13 Figure 14. End User License Agreement dialog box. 12. It is important that you read and understand the terms and conditions of the license agreement and that you are suitably authorized to accept its terms. If so, select the I accept the terms in the License Agreement radio button and click the Next button. The Customer Information dialog box will appear. Figure 15. Customer Information dialog box. 13. Complete the User Name and Organization fields and click the Next button. Map Intelligence Client Installation Guide 13

14 The Choose Setup Type window will appear. Figure 16. Choose Setup Type dialog box. 14. Select the Complete option. The Ready to Install window will appear. Figure 17. Ready to Install dialog box. 15. Click the Install button. Map Intelligence Client Installation Guide 14

15 The installation process will now begin. Figure 18. Complete dialog box. 16. Click the Finish button on the Complete dialog box. The Selection Toolkit Configuration dialog box will appear Figure 19. Selection Toolkit Configuration dialog box. If you use a proxy server to contact Map Intelligence, you may need to specify the name and port number of the proxy server. 17. Check the Use a proxy server to contact Map Intelligence checkbox, enter the Proxy Name and Proxy Port fields. Map Intelligence Client Installation Guide 15

16 18. To close the Selection Toolkit Configuration dialog box, click OK button A message box will appear saying that your settings were saved successfully. Figure 20. Message box. 19. Click OK button The Setup Summary dialog box will appear. Figure 21. Setup Summary 20. Click the Finish button. The MI Selection toolkit will now be installed on your machine. Please ensure that this toolkit is installed on all other user machines that would need to make use of the Selection feature. Map Intelligence Client Installation Guide 16

17 UNINSTALLING THE MI SELECTION TOOLKIT If you want to uninstall the MI Selection Toolkit, you will need to uninstall both MapIntelligenceSelection.dll and Microsoft SOAP Toolkit 2.0 SP2. These are two separate operations. The steps are outlined below: 1. Go to Start > Settings > Control Panel > Add/Remove Programs. 2. From the Add/Remove Programs window, select Map Intelligence Selection Toolkit and click the Remove button. 3. A Confirm File Deletion dialog box will appear. Click the OK button. 4. The Maintenance Complete window will appear. Click the Finish button. 5. From the Add/Remove Programs window, select Microsoft SOAP Toolkit 2.0 SP2 and click the Remove button. 6. Click the Yes button on the Confirmation dialog box. The MI Selection Toolkit will now be removed from the machine. Note that the Map Intelligence Selection feature will no longer be able to return selected data to the spreadsheet. Map Intelligence Client Installation Guide 17

18 ADDING THE MAPINTELLIGENCE.XLA FILE TO EXCEL ADD-INS LIST The final step in the installation of the MI Excel Client requires the Map Intelligence.xla file to be added to the Excel Add-Ins list. MICROSOFT OFFICE EXCEL Open Microsoft Excel. 2. From the File tab, click Options 3. From Excels Options, click the Add-Ins category. A list of Add-ins will be displayed. 4. From the Manage: drop-down list, ensure Excel Add-ins is selected. 5. Click the Go button. The Add-Ins window will open The Add-Ins dialog box will open. Figure 22. Add-Ins dialog box. 6. Click the Browse button and navigate to the where you installed the MI Excel Client. 7. Select the Map Intelligence.xla file and click OK. Map Intelligence will appear in the Add-Ins list. Map Intelligence Client Installation Guide 18

19 Figure 23. Add-Ins dialog box with Map Intelligence listed. 8. Click the OK button. 9. The Map Intelligence menu will now appear as a drop-down menu on the Excel Add-Ins Tab. Figure 24. Excel menu bar with the Map Intelligence menu displayed. Map Intelligence Client Installation Guide 19

20 MICROSOFT OFFICE EXCEL Open Microsoft Excel. 2. From the File tab, click Options 3. From Excels Options, click the Add-Ins category. A list of Add-ins will be displayed. 4. From the Manage: drop-down list, ensure Excel Add-ins is selected. 5. Click the Go button. The Add-Ins window will open The Add-Ins dialog box will open. Figure 25. Add-Ins dialog box. 6. Click the Browse button and navigate to the where you installed the MI Excel Client. 7. Select the Map Intelligence.xla file and click OK. Map Intelligence will appear in the Add-Ins list. Map Intelligence Client Installation Guide 20

21 Figure 26. Add-Ins dialog box with Map Intelligence listed. 8. Click the OK button. 9. The Map Intelligence menu will now appear as a drop-down menu on the Excel Add-Ins Tab. Figure 27. Excel menu bar with the Map Intelligence menu displayed. Map Intelligence Client Installation Guide 21

22 MICROSOFT OFFICE EXCEL Open Microsoft Excel. 2. Click the Office button in the top left corner. 3. Click the Excel Options button. The Excel Options window will open. 4. From the options panel on the left, select Add-Ins. A list of Add-ins will be displayed 5. From the Manage: drop-down list, ensure Excel Add-ins is selected. 6. Click the Go button. The Add-Ins window will open The Add-Ins dialog box will open. Figure 28. Add-Ins dialog box. 7. Click the Browse button and navigate to the where you installed the MI Excel Client. 8. Select the Map Intelligence.xla file and click OK. Map Intelligence will appear in the Add-Ins list. Map Intelligence Client Installation Guide 22

23 Figure 29. Add-Ins dialog box with Map Intelligence listed. 9. Click the OK button. 10. The Map Intelligence menu will now appear as a drop-down menu on the Excel Add-Ins Tab. Figure 30. Excel menu bar with the Map Intelligence menu displayed. Map Intelligence Client Installation Guide 23

24 VERSIONS PRIOR TO MICROSOFT OFFICE EXCEL Open Microsoft Excel. 2. From the Tools menu, select Add-Ins Figure 31. Tools menu. The Add-Ins dialog box will open. Figure 32. Add-Ins dialog box. 3. Click the Browse button and navigate to the where you installed the MI Excel Client. 4. Select the Map Intelligence.xla file and click OK. Map Intelligence will appear in the Add-Ins list. Map Intelligence Client Installation Guide 24

25 Figure 33. Add-Ins dialog box with Map Intelligence listed. 5. Click the OK button. The Map Intelligence menu will now appear on the Excel menu bar each time you open Excel. Figure 34. Excel menu bar with the Map Intelligence menu displayed. Map Intelligence Client Installation Guide 25

26 UNINSTALLING MI EXCEL CLIENT To uninstall the MI Excel Client. 1. Go to Start > Settings > Control Panel > Add/Remove Programs. 1. From the Add/Remove Programs window, select Map Intelligence Excel Client and click the Change/Remove button. 2. A Confirm File Deletion dialog box will appear. Click the OK button. Map Intelligence Client Installation Guide 26

27 APPENDICES APPENDIX A: MAP INTELLIGENCE MANUALS AND GUIDES Product documentation for Spectrum Spatial for Business Intelligence, including Map Intelligence SP and the clients are located here: support.pb.com/spectrum All documentation can be found under the Solution Guides section of the Product Documentation. Map Intelligence Client Installation Guide 27