COGNOS (R) COGNOS PLANNING CONTRIBUTOR ADD-IN FOR EXCEL INSTALLATION GUIDE

Transcription

1 COGNOS (R) COGNOS PLANNING CONTRIBUTOR ADD-IN FOR EXCEL INSTALLATION GUIDE Cognos Planning - Add-in for Excel Contributor 7.3MR1 Table of Contents Cognos Planning - Contributor Add-In for INSTALLATION GUIDE THE NEXT LEVEL OF PERFORMANCE TM

2 Product Information This document applies to Cognos Planning version 7.3 MR1 and may also apply to subsequent releases. To check for newer versions of this document, visit the Cognos support Web site ( Copyright Copyright (C) 2006 Cognos Incorporated. Portions of Cognos(R) software products are protected by one or more of the following U.S. Patents: 6,609,123 B1; 6,611,838 B1; 6,662,188 B1; 6,728,697 B2; 6,741,982 B2; 6,763,520 B1; 6,768,995 B2; 6,782,378 B2; 6,847,973 B2; 6,907,428 B2; 6,853,375 B2. Cognos and the Cognos logo are trademarks of Cognos Incorporated in the United States and/or other countries. All other names are trademarks or registered trademarks of their respective companies. While every attempt has been made to ensure that the information in this document is accurate and complete, some typographical errors or technical inaccuracies may exist. Cognos does not accept responsibility for any kind of loss resulting from the use of information contained in this document. This document shows the publication date. The information contained in this document is subject to change without notice. Any improvements or changes to either the product or the document will be documented in subsequent editions. U.S. Government Restricted Rights. The software and accompanying materials are provided with Restricted Rights. Use, duplication, or disclosure by the Government is subject to the restrictions in subparagraph (C)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS , or subparagraphs (C) (1) and (2) of the Commercial Computer Software - Restricted Rights at 48CFR , as applicable. The Contractor is Cognos Corporation, 15 Wayside Road, Burlington, MA This software/documentation contains proprietary information of Cognos Incorporated. All rights are reserved. Reverse engineering of this software is prohibited. No part of this software/documentation may be copied, photocopied, reproduced, stored in a retrieval system, transmitted in any form or by any means, or translated into another language without the prior written consent of Cognos Incorporated.

3 Table of Contents Contributor Add-in for Excel Installation Guide 5 Chapter 1: Install Cognos Planning - Contributor Add-in for Excel 7 Prerequisites - Administration Only 7 Stop Cognos Services 7 Install Contributor Add-in for Excel 8 Uninstall Contributor Add-in for Excel 8 Make Contributor Add-in for Excel Temporarily Unavailable 8 Appendix A: Troubleshooting 9 Index 11 Installation Guide 3

4 4 Cognos Planning Contributor Add-in for Excel

5 Contributor Add-in for Excel Installation Guide This guide describes how to install the Cognos Planning - Contributor Add-in for Excel. Cognos Planning provides the ability to plan, budget, and forecast in a collaborative, secure manner. There are two major components: Cognos Planning - Analyst Analyst is a flexible tool used by financial specialists to define their business models. These models include the drivers and content required for planning, budgeting, and forecasting. The models can then be distributed to managers using the Web-based architecture of Cognos Planning - Contributor. Cognos Planning - Contributor Contributor streamlines data collection and workflow management. It eliminates the problems of errors, version control, and timeliness that are characteristic of a planning system solely based on spreadsheets. Users have the option to submit information simultaneously through a simple Web or Excel interface. Using an Intranet or secure Internet connection, users review only what they need to review and enter data where they are authorized. For more information about using this product, visit the Cognos support Web site ( Best Practices for Cognos Planning The Cognos Innovation Center for Performance Management provides a forum and Performance Blueprints which you can use to discover new ideas and solutions for finance and performance management issues. Blueprints are pre-defined data, process, and policy models that incorporate best practice knowledge from Cognos customers and the Cognos Innovation Center. These Blueprints are free of charge to existing customers or Platinum and Gold partners. For more information about the Cognos Innovation Center or the Performance Blueprints, visit Integrating with Cognos Products Cognos Planning is integrated with various Cognos products to provide a complete solution for analysis and reporting. For more information, please refer to the following integration material. Integration Topic Cognos Planning and Cognos Finance Cognos Planning and PowerPlay Cognos Planning and Cognos Portal, Cognos Impromptu, Cognos Metrics Manager, or Cognos ReportNet (R) Cognos Planning and Performance Applications Document Cognos Planning - Analyst User Guide Cognos Finance Application Administration Guide Cognos Planning - Analyst User Guide Cognos Planning - Contributor Administration Guide Cognos Planning - Contributor Administration Guide Cognos Planning - Analyst User Guide Cognos Planning - Contributor Administration Guide Installation Guide 5

6 Contributor Add-in for Excel Installation Guide Related Documents The following document contains related information, and may be referred to in this document. Document Contributor Add-in for Excel User Guide Description Using the Cognos Planning - Contributor Add-in for Excel For more information about using this product, visit the Cognos Global Customer Services Web site ( For information about education and training, click the Training link from this site. Our documentation includes user guides, tutorial guides, reference books, and other materials to meet the needs of our varied audience. Online Help Some information is available in online help. Online help is available from the Help button in a Web browser, or the Help menu and Help button in Windows products. Books for Printing Cognos grants you a non-exclusive, non-transferable license to use, copy, and reproduce the copyright materials, in printed or electronic format, solely for the purpose of providing internal training on, operating, and maintaining the Cognos software. You can also read the product readme files and the installation guides directly from Cognos product CDs. 6 Cognos Planning Contributor Add-in for Excel

7 Chapter 1: Install Cognos Planning - Contributor Add-in for Excel After installing the Contributor Add-in for Excel, you can view and edit Contributor data using Microsoft (R) Excel formatting and linking functionality. System Requirements Before you install the Contributor Add-in for Excel, ensure that your computer meets the necessary software and hardware requirements. Requirement Specification Operating System A Windows workstation product, such as Windows 2000 Professional. Internet Explorer 5.5 and above. RAM Microsoft Excel 128 MB Microsoft Excel 2000 and above. It is important to apply all required operating system patches and to use only the versions of third-party software that are supported for Cognos products. Otherwise your product may not work properly. For a complete list of software environments and versions supported by Cognos products, see the Product Information page of the Cognos support Web site ( Tips: We recommend that all users have the same version of Excel installed. Prerequisites - Administration Only To enable the use of the Contributor Add-in for Excel on client computers, you must first ensure that you install the same version of Cognos Planning - Contributor on all computers. If you have a previous 7.3 version of Contributor Add-in for Excel installed on a computer, you do not need to uninstall before installing the current version. If you have a version of Contributor Add-in for Excel prior to 7.3, you must uninstall it before you can install a later version. For more information, see "Uninstall Contributor Add-in for Excel" (p. 8). If you install the Contributor Add-in for Excel on a computer, you cannot subsequently install Analyst or Contributor Administration Console on that machine. You must uninstall the Contributor Add-in for Excel before installing Analyst or the Contributor Administration Console. Stop Cognos Services If you have other Cognos products installed, you must stop all Cognos services before installing the Contributor Add-in for Excel. Steps 1. From the Start menu, click Settings, and then click Control Panel. Installation Guide 7

8 Chapter 1: Install Cognos Planning - Contributor Add-in for Excel 2. In the Control Panel, double-click Administrative Tools, and then double-click Services. 3. In the details pane, right-click on a Cognos service, and then click Stop. 4. Repeat step 3 for every Cognos service in the details pane. Install Contributor Add-in for Excel Before installing the Contributor Add-in for Excel, ensure that all system requirements are met and that the Contributor Web client is closed. Steps 1. From the CD or download location, double-click Setup.exe. 2. Click Install Cognos Planning - Contributor Add-in for Excel. 3. Follow the directions in the installation wizard. A Contributor menu item appears in the Excel toolbar so that you can log on to the Contributor Add-in for Excel. For more information, see the Cognos Planning - Contributor Add-in for Excel User Guide. Uninstall Contributor Add-in for Excel If you no longer need the Contributor Add-in for Excel, you can uninstall it. It is important to use the Windows uninstall program to completely remove all files and modifications to system files. You can also make the Contributor Add-in for Excel temporarily unavailable (p. 8). Steps Before uninstalling the Add-in, ensure that Excel is closed. 1. From the Start menu, click Settings, and then click Control Panel. 2. In the Control Panel, double-click Add or Remove Programs. 3. Select Cognos Series 7 Version Do one of the following: For Windows NT, click Add/Remove. For Windows 2000 and XP, click Change/Remove. The uninstall wizard begins. 5. Click Next. 6. Select Contributor Add-in for Excel, and then click Next. 7. Click Yes to confirm the uninstallation. This does not remove any XLS worksheets that you saved. Make Contributor Add-in for Excel Temporarily Unavailable You can remove the Contributor Add-in for Excel menu from the Excel toolbar without uninstalling the Add-in from the computer. This will make the Add-in temporarily unavailable. Steps 1. In Excel, from the Tools menu, click Add-Ins. 2. Clear the Cognos Planning - Contributor check box, and click OK. The Contributor menu disappears from the Excel toolbar. 8 Cognos Planning Contributor Add-in for Excel

9 Appendix A: Troubleshooting The Contributor Menu Item Did Not Appear in the Excel Toolbar If the Contributor menu item does not appear after installing the Add-in, the Add-in may not have been automatically added during the installation process. If this occurs, you can manually add the Contributor menu item to the Excel toolbar. Steps 1. In Excel, click the Tools menu, and then click Add-Ins. 2. Browse for the location of ContribForExcel.xla file, typically: C:\Program Files\Cognos\Planning\cer4\bin. A Contributor menu item is added to the Excel toolbar. The Installation Process Failed If there is a failure during the installation process, a log file containing detailed information is created in the following location: installation_location\bin\setupxla.log Installation Guide 9

10 Appendix A: Troubleshooting 10 Cognos Planning Contributor Add-in for Excel

11 Index B best practices, 5 C Cognos services stopping, 7 copyright, 2 U uninstalling Contributor Add-in for Excel, 8 V version document, 2 D document version, 2 downloading service packs, 7 E Excel system requirements, 7 I installing Contributor Add-in for Excel, 7-8 R RAM system requirements, 7 removing Contributor Add-in for Excel, 8 S service packs downloading, 7 system requirements, 7 stopping Cognos services, 7 system requirements, 7 Excel, 7 operating system, 7 RAM, 7 service packs, 7 T temporarily removing Contributor Add-in for Excel, 8 troubleshooting, 9 Installation Guide 11

12 Index 12 Cognos Planning Contributor Add-in for Excel