Spectrum SDX set up / Spectrum Excel Add-in installation
Spectrum SDX set up / Spectrum Excel Add-in installation
The Path to the installation files:
F:\Spectrum\SDX Setup\setup.exe
Or download it directly from the SDX website, SPECTRUM DATA EXCHANGE DOWNLOAD.
The Spectrum Office Add-in, which can be used in conjunction with the Data Exchange module, can be downloaded from the Data Exchange Download screen. Select System Administration > Utilities > Data Exchange Download to get to the screen,
The Data Exchange Excel Download screen displays:
· The Authorization ID (optional)
· The URL defined for the company’s server
· The Port defined for the company’s server
· The Spectrum Office Add-in version number
Click Export to download the programming. The Opening window (shown below) displays and provides the option to either Open With—Windows Explorer (default) or Save File.
Select the Save File option and click OK. The user controls the location of where the file is stored. The Download window (shown below) displays the zip file for you to select.
INSTALLATION The downloaded zip folder contains the MSI Installer for the Spectrum Office Add-in. To install it open the zip file on the computer that will be using the Spectrum Office Add-in. The following files will display, or navigate to the following Network path F:\Spectrum\SDX Setup\setup.exe
Click on the setup.exe file with the Type defined as Application. The Spectrum Office Add-in MSI installer checks the version and the Registry Editor logic to determine the type of installation that is needed. Follow the Spectrum Office Add-in installation screens and instructions shown below for the given types of installation.
First Installation
Replace the [MY URL] portion with your Server’s URL here or use the default URL on the Spectrum Server Location screen.
The Installation Location screen allows you to define where the programming will be stored on the local drive. The ‘default’ storage location is on the C:\ drive in a folder called Spectrum Office Add-in.
It is not necessary to change the location. The MSI installer prevents you from defining a location that is NOT on the local hard drive.
Microsoft Excel
When you open Microsoft Excel, a new Spectrum tab becomes available.
The Spectrum tab displays the options needed to use the Spectrum Data Exchange module.
Data Exchange Spectrum Office Add-in
To use the Spectrum Office Add-in component for the Spectrum Data Exchange module, you must first select the Spectrum tab in Excel. The Spectrum tab displays the version that is installed and provides the following buttons:
· Show All
· Sync
· Templates
· About
The Show All and Sync buttons are available when a template is active. To use the templates, click the About button and enter the Service URL and Authorization ID (Auth ID). The Authorization ID is created within the Data Exchange Installation screen. The Service URL is defined by the client and will be provided to users by their IT department or it may have been defined during the installation.
The About button in the Spectrum tab stores the Service URL and Auth ID that allows access to the Spectrum Data Exchange module.
· Service URL – The address for the company’s Spectrum server along with the defined secure port number that is used to bring data into Spectrum.
· Auth ID – The created Data Exchange Authorization ID that provides access to the Spectrum Database.
· Company code – The three-digit company code is used for authorization with RESTful services.
