Install Excel Interface For Planning

To install

Excel Interface for Planning

the first time, you need administrative permissions in Windows. If you don't have administrative permissions, talk to your IT representatives and they will help you install it. If you are an IT professional, read the IT installation instructions for per-user and per-machine in this article.

To install

Excel Interface for Planning

Check the Reference: Technical Requirements for Excel Interface for Planning before installing

Excel Interface for Planning

Install Visual Studio 2010 Tools for Office Runtime.

Download the setup file for per-user install. See Product Downloads.

If you have administrative permissions, accept the Windows elevation prompt. If you don't have administrative permissions, you'll be asked to provide credentials for a user that does. Contact your IT department to get the assistance you need.

Make sure your whole team downloads new versions at the same time. Team members using older versions won't be able to view or edit your reports.

Excel Interface for Planning

is successfully installed if you can see the Planning
tab when you start Excel:

Installation Instructions for IT Personnel

Excel Interface for Planning

can be installed per-user or per-machine.

Prerequisites: Check the technical requirements
. The requirements are the same for both types of installation. Both types can be installed silently or pushed using system management software.
Install Visual Studio 2010 Tools for Office Runtime.

Per-User Installation: Per-user installation of
Excel Interface for Planning

Is recommended for most users.
Allows users to install future updates on their own, without administrative permissions.
Installs files, registry entries and certificates in the user's profile.

Download the setup file for per-user install to start the installation. See Product Downloads.
Per-User Updates: When Workday releases a new update, it prompts each user to install the update when logging in to Excel Interface for Planning or OfficeConnect. Each user can update without administrative permissions, or, if preferred, IT can silently install updates for multiple users.

Promptly install the update before the deadline noted in the prompts.

Per-Machine Installation: Per-machine installation of
Excel Interface for Planning
:

Is recommended for workstations shared by multiple users.
Allows different users to use
Excel Interface for Planning
on one machine.
Allows only Windows administrators to install
Excel Interface for Planning
updates.
Installs files, registry entries and certificates for all users.
Can be used to install
Excel Interface for Planning
on a Microsoft Windows Server for use with Remote Desktop Services.

Download the setup file for per-machine install to start the installation. See Product Downloads.
Per-Machine Updates: When
Workday
releases a new update, it prompts members of the local administrators group to install the update by a certain date. In general, you have 60 days to install the update from the time of the release.
For the first 45 days, we notify only users with administrative permissions. After 45 days, users also start seeing daily notifications of an available update. OfficeConnect and Excel Interface for Planning require users and admins to install the update by the date listed in the notification.
Parameters: These parameters can be used with both per-user and per-machine installations. Use:

/quiet
to install the product silently with no UI.
INSTALLFOLDER to install the product to a custom location. For example:
AdaptivePlanningExcelMachineSetup.exe INSTALLFOLDER=D:\AdaptivePlanningExcel