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Installing and Updating Clausion Dynamic Reporting

Installation options

There are two ways to install Dynamic Reporting for FPM:

Installation option A:

In the Settings dialog box, select the Create shortcut only (no registry entries created for Dynamic Reporting) check box.

A user-specific shortcut is created to the user’s Desktop.

  • The Add-In can only be used through this shortcut.
  • The most secure way of installation because a simple shortcut is created.
  • Downside: if the Add-In is not in listed in the trusted sites, or signed, it gives a security notice every time the shortcut is executed.
  • This requires only one Add-in in Excel: Clausion DR for FPM (Ribbon helper) (COM Add-in)

From version 20.1.1 onwards two shortcuts are created, 32-bit and 64-bit version. Only one of them works depending on the Office version. It is recommended to delete the non-working shortcut.

 If you upgrade from version 4.1 or older, the shortcut is not copied to all users. To copy the shortcut to all users, uninstall the previous version before installing the new one.

Installation option B:

The default option is that the setup installs the needed Add-In reference to the user-specific register.

  • Excel is requested to execute Add-In.
  • The Add-in is activated automatically only to the user who runs the installation. Other end users must activate the add-in from their Excel options. After this, the DR tab is available every time Excel is opened.

There are two Add-Ins to be activated: Clausion DR for FPM (Excel Add-in) and Clausion DR for FPM (Ribbon helper) (COM Add-in).

  • This is the user-friendly way of using DR.
  • When upgrading to Clausion DR for FPM, the old Basware DR add-ins need to be removed manually and the Clausion DR add-ins added for other users than the one who made the installation.

Installing Clausion DR MSI package

This guidance explains how to install DR with on-premise and could configuration.

.Net Framework 4.8 is required for Clausion DR installation.

Note! When updating DR version 24.09, you must first uninstall the previous DR version (if installed already) and only after that proceed with installing the new version

  • When upgrading to DR version 24.09, old installed DR version add-ins need to be removed manually from active Add-Ins Clausion DR for FPM (Excel Add-in) and Clausion DR for FPM (Ribbon helper) (COM Add-in).

You need administrator rights are required for installing from the MSI package. The installation wizard tries to identify the Office version (32- or 64-bit) automatically.

  1. Start the DR installation program from the .exe file.

  2. Proceed in the InstallShield Wizard by clicking Next.

  3. Accept the terms in the licence agreement and click Next.

  4. Accept the default destination folder and click Next.

  5. This step is different for on-premise and cloud installation:

    On-premise:

    In the Reporting settings window, you select the location in which your connection configurations are. Connection configuration means how the DR application in Excel can find the FPM server and the data saved to FPM.

    1. In the Clausion Dynamic Reporting configuration file(s) resource field, write the location of connection configuration files (\\server\share). This location is a folder where the connection configurations ending with .config are located.

      They can be located, for example, in folder "C:\DR_connections".

      Each of these configurations will be visible in the Configuration drop-down list on the Clausion DR tab.

      If we had one connection configuration file located in "C:\DR_connections\Example configuration.config", it looks like the following in the drop-down list:

    2. Select WCF.

      Note! Although you select the Create shortcut only option, the InstallWizard will not create the shortcut. When selecting the option, the Clausion DR tab will come visible only when Excel is started from the XLL file* in the installation folder. Also, no registry entries are created for Dynamic Reporting. To create the shortcut, follow the instructions in section 3.2. When leaving this option unselected, the Clausion DR tab is visible always when starting Excel for a user who does the installation. For this reason, the add-in must be activated for the logged-in user manually.

      * XLL file: normally located in "C:\Program Files (x86)\Clausion\Clausion Dynamic Reporting for FPM\Clausion.FPM.DR[64].xll". Use the file with "64" when you are running a 64-bit system and without it if you are running a 32-bit system.

    Cloud:

    In the Reporting settings window, make the following selections:

    1. In the Clausion Dynamic Reporting configuration file(s) resource field, write the Cloud server URL (https://...).

      For example the URL for Clausion ESEF-only cloud is "https://esef.clausion.net". This cloud location does not have any data in FPM database, so DR functions cannot be used. Customer-specific Cloud servers will have data as well.

    2. Select HTTP / HTTPS.

      Although you select the Create shortcut only option, the InstallWizard will not create the shortcut. When selecting the option, the Clausion DR tab will come visible only when Excel is started from the XLL file* in the installation folder. Also, no registry entries are created for Dynamic Reporting. To create the shortcut, follow the instructions in Creating a shortcut. When leaving this option unselected, the Clausion DR tab is visible always when starting Excel for a user who does the installation. For this reason, the add-in must be activated for the logged-in user manually.

      * XLL file: normally located in "C:\Program Files (x86)\Clausion\Clausion Dynamic Reporting for FPM\Clausion.FPM.DR[64].xll". Use the file with "64" when you are running a 64-bit system and without it if you are running a 32-bit system.

  6. Click Next.

  7. The Ready to Install the Program window opens.

  8. Click Install. If a window with a question opens, click Yes to start the installation.

  9. To close the installation wizard, click Finish. 

Centralized MSI Installation

The following parameters are used in the centralized MSI installation:

  • DRCONFIGFILERESOURCE=”\\..clausion\system\” (the location of config files on the server)

  • TRANSPORTVALUE='HTTP' (for Clausion Cloud installation)

  • TRANSPORTVALUE='WCF' (for on-premise installation)

  • DRCREATESHORTCUTFORUSER="1" (select 1)

  • EXCEL32_EXISTS=”1” (to force 32-bit installation, use only if MSI installation cannot automatically detect the correct Excel version)

  • EXCEL64_EXISTS="1” (to force 64-bit installation, use only if MSI installation cannot automatically detect the correct Excel version)

Examples

Creating shortcut only:

"Clausion FPM Dynamic Reporting.msi" DRCONFIGFILERESOURCE="\\server\share" DRCREATESHORTCUTFORUSER="1" INSTALLDIR="C:\FPM DR test"

Forcing to install and register 64-bit version of DR:

"Clausion FPM Dynamic Reporting.msi" DRCONFIGFILERESOURCE="\\server\share" EXCEL64_EXISTS ="1" INSTALLDIR="C:\FPM DR test"

Information to Cloud Protection (Clausion internal)

The path of the connection configuration files is given in the Web server configuration file Web.config, which is found in the FPM.WebClient\backend folder.

Example

Web.config

<add key="DRConfigServerLocation" value="C:\path\to\DRConfigs\" />

The user ID for the IIS server needs access to the folder, in which the DR connection configuration files are located. Otherwise the user does not need access to this folder.

Single DR connections are defined in the DRConfigs folder (name and path can be selected freely). A copy of the client file cannot be used, but the HttpAddress element is needed.

Example of an entire working config file

<?xml version="1.0"?>

<configuration>

<appSettings>

<add key="HttpAddress" value="http://server:port" />

</appSettings>

</configuration>

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