Excel Client:Installation

The Setup package consists of the following files:

• setup.exe
• CopAddinSetup.msi
• CoPlanner 9.1 and higher: Install.bat
• The folder KB908002

Please run setup.exe to start the installation procedure. The folder KB908002 contains the Microsoft .Net Framework Update components that are required for running an Automation Add-In. This update is an official extension of the .Net Framework 2.0 and is created and supported by Microsoft.

Hint  If the computer on which you are installing the CoPlanner Excel Client already contains the previous version, CoPlanner Com-Client, please verify before starting the Setup procedure that the file excel.exe.config is located in the same folder as excel.exe.

Excel.exe is located in the Microsoft Office installation folder. The default installation folder is C:\Program Files\Microsoft Office. Depending on your version of Microsoft Office (XP, 2003, 2007), the name of the subfolder that contains excel.exe will be Office10, Office11, or Office12.

If you find the file excel.exe.config in this folder, please delete the file. This file causes Microsoft Excel to be started under the .Net Framework runtime 1.1. However, the CoPlanner Excel Client requires the runtime of .Net Framework 2.0.

If you are installing the CoPlanner Excel Client via setup.exe and you see an error message indicating that there is no connection to the Internet, please proceed as follows: Cancel the setup routine. Manually install the setup packages located in the folder KB908002. Then continue installing the Excel Client by means of CopAddinSetup.msi. Please note that you must install the components of the folder KB908002 before you install the Excel Client. You do not need to install the office2003-kb907417sfxcab-ENU.exe package unless you are running Microsoft Office 2003.

Installation steps

CoPlanner 9.0 and older versions: Start the installation procedure by running setup.exe.

CoPlanner 9.1: Start the installation procedure by running install.bat. You must have local administrator rights to be able to run this setup procedure.

The following dialogue will be displayed to inform you that the .Net Framework Update components are required and will now be installed.

Hint  The user running the setup routine must have local administrator rights. The CoPlanner Excel Client must be installed separately for each NT user. To make the Excel Client available for more than one user on the same computer, the MSI package must be run for each user. (For details, please see the section on Installing Excel Client for more than one user.)

To ensure that the CoPlanner Excel Client is available in Microsoft Excel, macro security (Developer tab, Code group, Macro Security button) must be set to Medium or Low. Click on the “Install” button to install the required components on your computer.

	Click on the “Install” button to install the required components on your computer.
	The following dialogue reports the status of the .Net Framework Component installation procedure. After the components have been successfully installed, CoPlanner Excel Client setup will be started.
	Click the “Next >” button to continue installing the CoPlanner Excel Client.
	Installation notes. Click the “Next >” button to continue installing the CoPlanner Excel Client.
	In this dialogue you can specify the folder to which you want to install the CoPlanner Add-In. Select the desired installation folder, then click the “Next >” button to continue installing the CoPlanner Excel Client.
	Your install settings are now complete. The dialogue shows that Setup is now ready to install the Add-In. Click the “Next >” button to continue the installation procedure.
	Overview of the status of the install procedure.
	In the next screen, you will be asked for the server name and the port number. This information is saved in the file ClientConfig.xml in the target install folder and can be changed afterwards using the CoPlanner Excel Client by users who have write privileges.

Installing Excel Client for more than one user

CoPlanner 9.0 and older versions

To install the Excel Client for a user who does not have local administrator rights, the Excel Client must first be installed on the machine by a user who has administrator rights on the computer. As the necessary registrations are performed during installation by the administrator, the user for whom the Excel Client will be made available must start the installation process by running the file CopAddinSetup.msi.

The installation steps are the same as those described in installation steps. After completing the installation procedure, the user will be able to access the CoPlanner Excel Client.

CoPlanner 9.1 and higher

The CoPlanner Excel Add-In is automatically made available for all users when it is installed by running install.bat.

Hint  After installation, the CoPlanner Excel Add-In may not be immediately visible, as it will not be activated for the current user until MS Excel is started. If you cannot see the add-in, please close and restart MS Excel to display the new menu item.

Extended configuration

EThe file Cop.AddIn.dll.config, which is included in all versions 2007-11-20 and higher, offers extended configuration options. This file is placed in the target install directory during setup. The structure of the file corresponds to that of an App.exe.config file.

The following extended configuration options are available:

• <add key="logonProperties.showPlan" value="True"/>
  Planauswahl beim Logon anzeigen/ausblenden
  
• <add key="logonProperties.showLanguages" value="True"/>
  Sprachauswahl beim Logon anzeigen/ausblenden
  
• <add key="logonProperties.showUnternehmen" value="True"/>
  Unternehmensauswahl beim Logon anzeigen/ausblenden
  
• <add key="layoutProperties.Filtercolor" value="C9D2EA"/>
  Farbe der Filter
  
• <add key="layoutProperties.FilterMainColor" value="F0EEE1"/>
  Hauptfarbe der Filter
  
• <add key="layoutProperties.SpaceBewtweenFilter" value="4"/>
  Abstand zwischen den einzelnen Filter
  
• <add key="compatibility.PreventCustomMouseCursorVisualisation" value="False"/>
  Erweiterte Mouse Cursor bei Drag&Drop aktivieren/deaktivieren
  
• <add key="SSPITimeOut" value="180"/>
  Clienttimeout bei SSPI Logon (in Sekunden)
  
• <add key="CommandTimeOut" value="0"/>
  Commandtimeout bei Datenanforderungen in Sekunden. 0 bedeutet kein Timeout bei Anforderungen.
  
• <add key="MatrixBuilder.RefreshDataAfterFilterChangeSelectable" value="true"/>
  <!-- Im Matrixbuilder "filteränderung - daten sofort laden" per checkbox aktivierbar sein Achtung - zieht nur, wenn AUCH in Hostinterface eingeschaltet! -->
  
• <add key="MatrixBuilder.RefreshDataAfterFilterChangeSelection" value="true"/>
  <!-- Im Matrixbuilder "filteränderung - daten sofort laden" per checkbox aktivierbar sein
  Achtung - zieht nur, wenn AUCH in Hostinterface eingeschaltet! Diese Einstellung legt den
  Defaultwert fest und zieht nur, wenn MatrixBuilder.RefreshDataAfterFilterChangeSelectable ==true -->
  

Häufig gestellte Fragen zur Installation finden Sie in den FAQs.