Infor Lawson Add-ins for Microsoft Office Installation Guide. Version Published May 2013

Transcription

1 Infor Lawson Add-ins for Microsoft Office Installation Guide Version Published May 2013

2 Copyright 2013 Infor. All rights reserved. Important Notices The material contained in this publication (including any supplementary information) constitutes and contains confidential and proprietary information of Infor. By gaining access to the attached, you acknowledge and agree that the material (including any modification, translation or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of Infor and that you shall not gain right, title or interest in the material (including any modification, translation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the material solely in connection with and the furtherance of your license and use of software made available to your company from Infor pursuant to a separate agreement, the terms of which separate agreement shall govern your use of this material and all supplemental related materials ("Purpose"). In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above. Although Infor has taken due care to ensure that the material included in this publication is accurate and complete, Infor cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific requirements. As such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause. Without limitation, U.S. export control laws and other applicable export and import laws govern your use of this material and you will neither export or re-export, directly or indirectly, this material nor any related materials or supplemental information in violation of such laws, or use such materials for any purpose prohibited by such laws. Trademark Acknowledgements The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All rights reserved. All other company, product, trade or service names referenced may be registered trademarks or trademarks of their respective owners. Publication Information Release: Publication date: May 1, 2013 Document Number: LAMOIG_ _W_01

3 Contents Chapter 1: Lawson Add-ins for Microsoft Office Overview...4 About Lawson Add-ins for Microsoft Office...4 System Requirements...4 Chapter 2: Lawson Add-ins for Microsoft Office Installation...6 Pre-Installation...6 Administrative Prerequisites...6 Product Components to Download...7 Installation...7 Installing Lawson Add-ins...7 Post-Installation...8 Configuring Lawson Add-ins for Microsoft Office...8 Verifying the Installation...8 Launching Lawson Add-ins...9 Chapter 3: Upgrading or Uninstalling Lawson Add-ins...10 Upgrading Lawson Add-ins...10 Uninstalling Lawson Add-ins...11 Infor Lawson Add-ins for Microsoft Office Installation Guide 3

4 Lawson Add-ins for Microsoft Office Overview 1 This section of the installation guide provides the following: "About Lawson Add-ins for Microsoft Office" on page 4 "System Requirements" on page 4 About Lawson Add-ins for Microsoft Office Lawson Add-ins for Microsoft Office is a desktop product used for extracting data from the Lawson systems. The Lawson Add-ins consist of the following wizards: Wizard Lawson Query Wizard Lawson Upload Wizard Description Used to create custom queries to pull data out of the Lawson applications into an Excel worksheet. Used to upload data from an Excel worksheet to Lawson application tables. System Requirements Listed below are the hardware and software requirements for Lawson Add-ins for Microsoft Office. These requirements must be met before you install the product. 4 Infor Lawson Add-ins for Microsoft Office Installation Guide

5 Lawson Add-ins for Microsoft Office Overview Lawson Server Requirements Lawson Component Lawson System Foundation Lawson System Foundation Recommended Version 9.0.x 10.0.x Minimum Version Desktop Machine Requirements Component Operating system Microsoft Excel Microsoft.NET Framework Visual Studio 2010 Tools for Office Runtime Monitor resolution Required Version Windows XP SP3 Windows Vista Windows 7 Windows 8 Windows 2008 R2 SP2 Microsoft Office 2010 Microsoft.NET Framework 4.0 Full Package Visual Studio 2010 Tools for Office Runtime X 768 Notes Microsoft Office 2010 supports 32-bit and 64-bit OS, except Windows XP SP3 (32-bit only). Visit the Microsoft Office website for the complete list of supported operating system platforms. Microsoft.NET Framework 4.0 Full Package consists of Microsoft.NET Client Profile and Microsoft.NET Framework 4 Extended. Visit the Microsoft Download website to download Microsoft. NET Framework. This program is required by Microsoft based solutions, built using Microsoft Visual Studio Visit the Microsoft Download Center website for the complete list of supported operating system and prerequisite. Minimum small fonts Infor Lawson Add-ins for Microsoft Office Installation Guide 5

6 Lawson Add-ins for Microsoft Office Installation 2 This section of the installation guide provides the following: "Pre-Installation" on page 6 "Installation" on page 7 "Post-Installation" on page 8 Pre-Installation This following are lists of the procedures that must be completed before installing the Lawson Add-ins for Microsoft Office. Administrative Prerequisites Depending on which version of the Windows operating system you have, you might need Windows administrative privileges before you can install the Lawson Add-ins for Microsoft Office. Windows Version Windows XP Windows Vista, Windows 7, or Windows 2008 Requirement You must be a member of the Microsoft Administrators or Power Users group. See your system administrator. You must be a member of the Microsoft Administrators group. See your system administrator. 6 Infor Lawson Add-ins for Microsoft Office Installation Guide

7 Lawson Add-ins for Microsoft Office Installation Product Components to Download Download this product from the Infor Xtreme website: Product Name Lawson Add-ins for Microsoft Office Version 10.0.x Platform Windows Installation This procedure explains how to install Lawson Add-ins for Microsoft Office in your computer. Installing Lawson Add-ins Before you start Uninstall any existing versions you have of Lawson Add-ins for Microsoft Office. For uninstallation procedure, see "Uninstalling Lawson Add-ins" on page 11 1 Close all other applications currently running on the machine where you will install the Lawson Add-ins. 2 Run the install program you downloaded. On Welcome screen, click Next. 3 Accept the terms on the License Agreement screen, and then click Next. 4 On Customer Information screen, type your user name and organization name. Choose whether this application should be installed for all users, or only for you. Click Next. 5 On Custom Setup screen, select the wizards you want to install in the default location C:\Program Files\Lawson Software\Office Add-ins. If you do not want to install an add-in, select the icon next to it and choose This feature will not be available. To install the program to a different location, choose Change to browse for a different folder. Important: If you are installing this version of the Lawson Add-ins over an existing version of the Lawson Add-ins for Microsoft - Landmark, and you change the folder where the application is installed, follow the post-installation procedures to reconfigure the Excel add-ins. For more information, see "Post-Installation" on page 8. 6 Click Next. A message will be displayed, telling you that the InstallShield Wizard is ready. Infor Lawson Add-ins for Microsoft Office Installation Guide 7

8 Lawson Add-ins for Microsoft Office Installation 7 Click Install. When the installation is complete, click Finish. Post-Installation This section of the installation guide provides the following: "Configuring Lawson Add-ins for Microsoft Office" on page 8 "Verifying the Installation" on page 8 "Launching Lawson Add-ins" on page 9 Configuring Lawson Add-ins for Microsoft Office After the installation, Infor Lawson add-ins drop down menu will be added on the Excel Add-ins tab automatically. Make sure that the Add-ins tab is enabled in Excel to show Infor Lawson add-ins. If the Add-ins tab is disabled, follow these steps: To enable Add-ins tab in Excel 1 From the Excel menu bar, click File > Options. Excel Options window displays menu for preferences. 2 Click on Customize Ribbon from the Options side menu. 3 Choose Main Tabs from the Customize Ribbon drop down list. 4 In the Main Tabs list, enable Add-ins and click OK. Verifying the Installation Before you launch Lawson Add-ins for the first time, verify that you can log into the Lawson system through your web browser. Then, launch the Lawson Add-ins and log into Lawson through the Excel Add-ins. To test your Lawson web server login 1 Open Internet Explorer. In the address line, type the URL for the Lawson system. 8 Infor Lawson Add-ins for Microsoft Office Installation Guide

9 Lawson Add-ins for Microsoft Office Installation If you use the Lawson Portal, type: Where WebServer:Port# is the name of your Lawson web server and the web server listening port. Note: If you use a secure server, use in the URL. 2 When the Lawson login screen appears, enter your Lawson user name and password. If you can log in, Lawson Add-ins has been installed and configured correctly. Important: If you cannot log into Lawson using a web browser, there is a problem with your web server or with IOS. You cannot log into Lawson Add-ins until the problem is resolved. Set up user security for Lawson Add-ins Before you can use Lawson Add-ins, security must be set up. Set up the security attribute for Lawson Add-ins for users of this product. Set up access to Lawson applications. For more information, see Lawson Administration: Resources and Security Launching Lawson Add-ins Follow this procedure to open Lawson Add-ins in Microsoft Excel. 1 Open Microsoft Excel, and click on the Add-ins tab. 2 Click the Infor Lawson button and then choose a wizard. The Lawson login screen will be displayed. 3 Type the following: The Lawson server name and port number (for example, where "80" is the port number for accessing the Lawson Portal (Lawson System Foundation x) or Lawson for Workspace (Lawson System Foundation 10.0.x) Your Lawson Single Sign-On user name Your password 4 Click OK. The Lawson Add-ins Wizard Welcome screen will be displayed. Infor Lawson Add-ins for Microsoft Office Installation Guide 9

10 Upgrading or Uninstalling Lawson Add-ins 3 This section of the installation guide provides the following: "Upgrading Lawson Add-ins" on page 10 "Uninstalling Lawson Add-ins" on page 11 Upgrading Lawson Add-ins There are currently no upgrade versions available for the Lawson Add-ins for Microsoft Office. When upgrades become available, installing an upgrade for Lawson Add-ins is the same as a new installation. For instructions, see. The differences between a new and upgrade installation come if you install the upgrade into a directory that is different than the original Lawson Add-ins install directory. If you installed an upgrade to a previous version and used the same installation folder, there are no post-install configuration steps. If, however, you installed the upgrade version to a different folder, use the procedures in the following sections to reconfigure the Excel add-ins. Upgrade Paths for Lawson Add-ins If you are migrating from Office 2007 to Office 2010, you can use the following upgrade paths as your guide to which version of Lawson Add-ins for Microsoft Office works best to your settings. The following upgrade paths are classified according to OS architecture and Office version: Table 6. For machines running 32-bit OS platform Microsoft Office version upgrade Office 2007 (32-bit) upgrading to Office 2010 (32-bit) Lawson Add-ins for Microsoft Office version Client can continue to use the old version or upgrade to Lawson Add-ins (32-bit) or higher. 10 Infor Lawson Add-ins for Microsoft Office Installation Guide

11 Upgrading or Uninstalling Lawson Add-ins Table 7. For machines running 64-bit OS platform Microsoft Office version Lawson Add-ins for Microsoft Office version Office 2007 (32-bit)upgrading to Office 2010 (32-bit) Office 2007 (32-bit) upgrading to Office 2010 (64-bit) Office 2010 (32-bit or 64-bit) installed Client can continue to use the old version or upgrade to Lawson Add-ins (32-bit) or higher. Install Lawson Add-ins (64-bit) or higher. Install Lawson Add-ins (32-bit or 64-bit, matching the Office 2010 installed) or higher. Uninstalling Lawson Add-ins This section provides instructions on how to uninstall the Lawson Add-ins from your computer. For Windows XP 1 From the Control Panel, launch Add/Remove Programs. Add or Remove Programs window opens. 2 In the Currently installed programs list, select Lawson Add-ins for Microsoft Office <version> and choose Change/Remove. For Windows Vista/Windows 7 1 From the Control Panel, launch the Programs and Features. Program and Features window opens. 2 In the Uninstall or change program list, select Lawson Add-ins for Microsoft Office <version> and choose Uninstall. Infor Lawson Add-ins for Microsoft Office Installation Guide 11