Considerations

Refer to the following table for guidance to consider when installing the Excel Add-In.

  Installer Deploment
Operating system Windows
Type of install Traditional installation. The application appears in the Start menu and Add or Remove programs.
End-User Deployment Manual distribution of the installer file or remote installation by an administrator.
Requires local administrator Yes
Version upgrade Manual upgrade with installer file, or via OneStream Desktops Client Updater.
Use multiple version on the same machine No
Connect to different servers from single installed instance Yes

Changes are required to the Windows registry to properly install the OneStream Excel Add-In. You must have permissions to update the registry when performing installations. Changes that are made to the Windows registry are made only for the person who is performing the installation.

For example, if an IT professional is logged into your machine to perform the installation, you will not be able to access the OneStream Excel Add-In. The registration process of the Excel Add-In requires certain Microsoft .NET Framework rights to execute a program in the C:\Windows\Microsoft.NET\Framework folder (or Framework64 if you are running the 64-bit version of Excel).

If you have Excel 2003 or another prior version installed before Excel 2010 or greater, and you have uninstalled the older version of Excel, the newer version of Excel and the OneStream Excel Add-In will need to be uninstalled and then reinstalled.

Other Office Add-Ins may conflict with the Excel Add-In. Therefore, discuss this and other installation issues with OneStream support.