Installing Office Connector
OverviewThe major steps are outlined here with details listed in individual sections below.
Review the Minimum RequirementsIn a nutshell, you’re going to need to satisfy the minimum requirements for Timberline Office, have the ODBC driver activated and have Microsoft Excel installed. The complete list of minimum requirements is listed on our website.
Download the Self-Extractor FileUnless you turn off the Web Updates feature, Office Connector will automatically prompt you when an update is available. For new installations:
- Navigate to the Download page for Office Connector on our website.
- Complete the contact information on the web form and click .
- In the dialog that comes up, click "C:Temp" folder (you may delete this file later). and save SetupOfficeConnector.exe to your desktop or your
Extract the Setup Package
- Run the SetupOfficeConnector.exe program that you downloaded in the previous step.
- A message box will come up saying that the file is a self-extractor. Click .
- The WinZip Self-Extractor window comes up with the Unzip To Folder box initialized to "C:Event1".
Note - If you will be installing to more than one computer, then you should change the Unzip To Folder to a location on the network that the other machines will be able to access, ideally the same folder you specify for the Event 1 System Folder (see below).
- Click Unzip To Folder. and the setup package will be extracted to the location you specified for the
- Click Add/Remove Programs control panel applet. on the confirmation message and a web page will be displayed with directions on how complete the install using the
- You may delete the SetupOfficeConnector.exe file that you downloaded earlier, as it is no longer needed. You may, however, wish to retain a copy of it as a back up.
Use Add/Remove Programs to Install Office ConnectorBefore you proceed:
- Make sure that Excel is not running; if Excel is running during the install, then you will have to manually install the add-in at a later time.
- You do not need to install Office Connector on the Timberline server unless you are going to run Office Connector under Citrix, and the Timberline server is also the Citrix server.
- Office Connector is a workstation install and it is not designed to be shared over the network. You should install Office Connector on each workstation locally. You can rest assured that you are installing the program correctly if you accept the defaults during the setup process.
|Note -||It is possible to install Office Connector on a Terminal Services or Citrix server, however a careful review of the Considerations for Terminal Services and Citrix page is strongly recommended.|
Specify the License LocationDuring the installation, you will need to specify the location for the Event 1 System Folder: Under normal circumstances, select the option to give this computer access to shared files in a network location and use the dropdown list to browse to a folder on your Timberline server. Should you decide to designate the Event 1 System folder in a shared location other than your Timberline server, keep in mind that, whatever the drive letter, the folder must be at the root of the network share and not a subfolder of it. Additionally, You can type in :Event1 following the drive letter and the installer will offer to create the folder for you if it doesn't already exist.
|Note -||All of the Office Connector workstations on your network must reference the same folder. We recommend making it something easy to enter, such as T:Event1.|