Additional Information

This chapter includes additional information about the configuration files and adding of the ESEF Reporting Tool add-in manually. These instructions apply only if there is a need to change the configuration (for example, due to a server change) or add the ESEF Reporting Tool add-in manually to Microsoft Excel due to invalid values during installation.

Clausion.FPM.DR.xll.config /Clausion.FPM.DR64.xll.config parameters

The following parameters are set in the Clausion.FPM.DR.xll.config / Clausion.FPM.DR64.xll.config main configuration file. Please note that the DR main configuration is a separate file from the DR connection configuration files.

The DR main configuration file is located in the DR installation folder. This is usually "C:\Program Files (x86)\Clausion\Clausion Dynamic Reporting for FPM".

Clausion.FPM.DR.xll.config is used if Excel is 32-bit version, and Clausion.FPM.DR64.xll.config is used if Excel is 64-bit version.

In the system update, the Clausion.FPM.DR.xll.config / Clausion.FPM.DR64.xll.config file parameter values are reset. If you want to keep your customized settings, you must change the values again after the system update.

If the system update is done using the MSI installation wizard, the values set in "Reporting settings" window will be used for these parameters in the new configuration files. For more information, see the instructions about installing the Clausion DR MSI package.

Defining folder or URL for connection configuration files

Element / Attribute

Description

Default Value

Folder or URL for connection configuration files. The .config-files in this folder will be shown as options in the Excel DR tab Configuration drop-down list. This parameter is set in the field Clausion Dynamic Reporting configuration file(s) resource of the MSI installation wizard. If URL is used, 'http' MUST be written in small letters.

Note! The Clausion Cloud server URL must be registered in Azure Active Directory.

No default values

Defining communication

Element / Attribute	Description	Default Value
<add key = "TransportType" value="WCF "/> Note! The value of the TransportType must be written in upper case.	The communication protocol for DR calls. This parameter is set in the field Transport Type of the MSI installation wizard. Generally "WCF" is used for on-premise and "HTTP" for Clausion Cloud.	WCF

DR Connection Configuration Parameters

The DR connection configuration files are located in the folder where the DR main configuration file Clausion.FPM.DR.xll.config / Clausion.FPM.DR64.xll.config specifies them to be. They may be located in a cloud as well.

These connection configuration files specify the port which DR uses to communicate with FPM server (service). All filenames of the configurations end with ".config" but the part before it describes where the port is used.

Click here to expand...

This example connection configuration file connects DR to FPM server via port 8501.

Example configuration

The row with the add element serves the same purpose as the same element in Clausion.FPM.Server.exe.config. In the server config is is also located in

configuration/appSettings/add[@key="BaseEndPointAddress"].

The connection configurations will be listed in the Excel DR tab "Configuration" dropdown menu.

To find the correct port, you must examine the Clausion.FPM.Server.exe.config file in the installation folder of FPM server and find the corresponding <add key="BaseEndPointAddress" ... /> element. For example here the port 8501 is specified for communication:

<add key="BaseEndPointAddress" value="net.tcp://localhost:8501/Clausion.FPM.Service.remote" />

Adding ESEF Reporting Tool add-in manually to Excel

After installing Clausion Dynamic Reporting, depending on the installation method, the user may have to add the ESEF Reporting Tool add-in manually to their Excel.

Open Excel and select File > Options.
Select Excel Add-Ins and click Go.
Click Browse.
Browse to the installation location of Clausion Dynamic Reporting and select the file ESEFReportingTool.AddIn.xlam file and click OK.

By default, the installation location is: C:\Program Files (x86)\Clausion\Clausion Dynamic Reporting for FPM\
All the plugins are now on the list. To confirm, click OK. If necessary, restart Excel.