Installation Components

This article describes the installation components for , like the Product Suite, the Excel Add-In and the Application Configurator.

Note: The Query Exchange option in Query Designer has been deprecated as of November 26, 2024, due to security reasons. For access to files in Query Exchange, contact Support until further notice.

• Upgrades: Spreadsheet Server Excel Add-In
• Upgrades:Application Configurator
• Upgrades: Cloud Connector (only applicable to cloud customers)
• Excel Add–In: for financial reporting across ERP platforms. Spreadsheet Server formulas used in Excel allow users to create reports using familiar business and accounting terms, rather than technical specifications.
• Query Designer: a user-friendly tool that enables users to design and maintain queries over any relational database. These queries can be combined with preconfigured formulas in a single Excel spreadsheet.
• Query Exchange: an online repository of queries from which the user may download selected queries to the Query Designer, then utilize them in Excel. Using the Query Exchange, the SmartPak feature is a method to group preconfigured queries together.
• Distribution Manager: eliminates the time consuming tasks of printing, copying, or creating email attachments; this tool automates the scheduling of report distribution from directly within Excel.
• Spreadsheet Writeback: a powerful tool used to write data from an Excel spreadsheet to a database. It is applicable for the JD Edwards ERP.
• Profile Scheduler: allows for scheduling various tasks, such as caching the Distribution Manager address book, refreshing workbooks, distributing Distribution Manager workbooks, and loading local database files.

This document references the steps required to install or upgrade the Excel add-in and, optionally, Application Configurator.

Excel Add-In

Note: Excel 2013 is no longer supported. Users require Excel 2016 or higher to receive continued support from insightsoftware. Excel's legacy Shared Workbooks feature is not supported. For more information, see Microsoft Support: About the Shared Workbook Feature, here.

Application Configurator

• License keys, profiles, and security settings for all users.
• Database connection user IDs and passwords.
• Application settings.
• Administrative passwords.