InsightXL: Installing the Excel Add-In

To use the Excel add-in, you perform a one-time setup that includes the following steps:

1. Set up HTTPS for the MYOB Acumatica instance
2. Configure an OpenID provider
3. Make adjustments to the web.config file
4. Download the add-in manifest from Acumatica and place it in a shared location
5. Grant access rights to the users who will run the add-in
6. Install the add-in in Excel

For instructions on setting up HTTPS for an instance and configuring an OpenID provider, see the links above. Read on to learn about Steps 3 to 6.

Making Adjustments to Web.config

Modify the settings in the web.config file, which is located in the application instance folder, as follows:

• Add the text in bold to the <formsAuth> tag of the <px.core> section.

  <formsAuth loginUrl="Frames/Login.aspx" timeout="60" requireSSL="true" />

• Add the text in bold to the <sessionState> tag of the <system.web> section.

  <sessionState cookieSameSite="None" cookieless="UseCookies" mode="Custom" 
  customProvider="PXSessionStateStore" timeout="60" 
  sessionIDManagerType="PX.Owin.SessionIdManager, PX.Owin">

• In the <system.web> section, add the following line before the <compilation> tag.

  <httpCookies sameSite="None" requireSSL="true" />

  Attention: When you insert the line, note that:

  • The first two occurrences of the <system.web> section within the <location> tag are not the sections you need.
  • Insert the line only once; otherwise, a compilation error may occur when the site is restarted.

Downloading the Add-In Manifest

Once you have configured an OpenID provider, download the add-in manifest on the Site Preferences (SM200505) form. To do so, click the Get Excel Add-In Manifest link in the Export to Excel section.

Place the downloaded manifest file in a shared folder on a network server (such as \\MyServer\Share\AddIns) where add-in users will be able to access it.

Granting Access to the Add-In Panel

Make sure that users of the Excel add-in have access rights to the Excel Add-In (EX000000) form. This form displays information in the add-in's right panel in Excel, including details about the add-in's connection, status, and settings.

You can modify access rights by using any of the following forms:

• Access Rights by Role (SM201025)
• Access Rights by User (SM201055)
• Access Rights by Screen (SM201020)

Configuring the Add-In in the Excel Desktop App

To install the add-in in the Excel desktop app, add the shared folder to the list of trusted add-in catalogs as follows:

1. Open the Excel Options dialog box by clicking File > Options.
2. Open the Trust Center by opening the Trust Center tab (Item 1 below) and clicking Trust Center Settings (Item 2).
3. In the Trust Center dialog box, open the Trusted Add-in Catalogs tab (Item 3), and add the shared folder to the Trusted Catalogs table (Item 4).
4. Click OK (Item 5).

After you reopen Excel, you can add the add-in to the Home tab by clicking Home > Add-ins > Advanced (Items 1–3 below) and selecting the add-in from the list of available add-ins (Item 4). Click Add (Item 5).

Once the add-in has been installed, you'll see the Acumatica tab, the Reporting button on the Home tab, and the Acumatica panel.

Configuring the Add-In in the Excel Browser App

To install the add-in in the Excel browser app, do the following:

1. Open the Office Add-ins dialog box by clicking Home > Add-ins and then clicking Advanced (Items 1–3 below).
2. Click Upload My Add-in (Item 4) and then select and upload the add-in manifest that you previously downloaded (Items 5–6).

Once the add-in has been installed, you'll see the Acumatica tab, the Reporting button on the Home tab, and the Acumatica panel.