Upgrade the Excel Add-In

You can upgrade the Excel Add-In client in either of two methods: using the installer wizard or using the Desktop Client Updater.

Installer Wizard

Upgrade to a new version using the standard install wizard:

  1. Double-click the newer version of the Excel Add-In installer MSI file.

  2. Click Next.

    The installer recognizes that a prior version already exists and informs you that an upgrade will be performed.

  3. Click Upgrade.

OneStream for Desktop Client Updater

You can use the Client Updater, located on the Administrator tab of the OneStream application, to upgrade the Excel Add-In. It retrieves updated software from the OneStream server when versions do not match the current version of OneStream found on the server.

There are a few prerequisites necessary prior to upgrading:

  • You need write access to the installation folder.

  • The Client Updater functionality must be enabled in the application server. Set the following to True: Application Server Configuration > OneStream Environment > Can Use Client Updater.

  • You need to be assigned to the ClientUpdaterPage security role.

Upgrade the Excel Add-In:

  1. Close all instances of Excel.

  2. Launch OneStream for Desktop and log in.

  3. On the Application tab, click Client Updater.

    If the server version is different from the currently installed Excel Add-In, you will see a message that an update is available.

  4. Click Update.

    When the server version and the Excel Add-In version match, you will see a message that your Excel Add-In is up to date.

    NOTE: A backup folder with files for the outdated version is automatically created and saved as part of the update process. It can be found in the same location as the newly updated version folder.

Troubleshooting

If you are attempting to update the Excel Add-In, you might receive the following error message:

"The Client Updater has been disabled by your System Administrator. Please use OneStream’s full client installation program, or see your System Administrator."

This indicates that the Client Updater is disabled. The system administrator must enable the Client Updater, or you must use the Excel Add-In MSI installer file instead.