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NetAcumen ActiveX Download Instructions

NetAcumen ActiveX Download Instructions. Requirements:

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NetAcumen ActiveX Download Instructions

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  1. NetAcumenActiveX Download Instructions

  2. Requirements: Administrator: User must be logged in as Administrator of the machine. If you are not the administrator, you will need to contact your helpdesk. You may encounter an error if you are not the administrator – see pg 26 for further details on how to determine if you are the Administrator. Internet Browser: Netacumen is ONLY compatible with Microsoft Internet Explorer 8.0 or lower (32-bit only) and Netscape. It will not work with Safari, Mozilla Firefox, etc. Windows OS: Netacumen is Windows based and compatible with Windows XP, Windows 2003, Windows Vista and Windows 7.

  3. Requirements: NetAcumen System Access Set-up Requirements Recommended Client System Requirements: • Windows Vista or Windows 7 Operating System • Intel Core i3(or higher) processor • 2 GB RAM • 4 GB of available disk space • Internet Connectivity via TCP/IP to connect to the NetAcumen server(s) • Microsoft Office 2007 recommended. However we do support Microsoft Office 2010 as well. • Microsoft Internet Explorer 9.0 or lower (32-bit only) for Windows to display ActiveX objects, such as the Grid, Crosstab, and Reports. Please note that the 64-bot version of IE is not supported. • MSIE requires Active X downloads for first time users, as well as periodically due to maintenance efforts. Downloading and installing Active X controls require administrative privileges on the client work station • Windows English Language Locale Service Pack must be installed for viewing NetAcumen display • Please note that NetAcumen is not supported on the 64-bit version of the Internet Explorer. This is commonly available on 64 bit version of the Windows Operating System. (see additional details in troubleshooting section of this guide) Firewall Specification Requirement – Maintain persistent session for 60 minutes. GSI 8.2009 - NetAcumen Active X Download

  4. Summary of steps Once you’ve confirmed compliance with the requirements, you will need to follow 5 steps to complete installation. Please note that this process requires a reboot. Each step listed below is detailed in the pages that follow. We recommend printing this document prior to beginning – especially since you will be rebooting. • Remove existing Active X controls via Add or Remove programs • Remove existing Active X controls via Downloaded program files • Reboot client machine • Install ActiveX control for OLAP Display • Install ActiveX control for other display types • Install Excel • Install Grid • Install Columnar Report GSI 8.2009 - NetAcumen Active X Download

  5. Removing the controls • Click Start/Settings/Control Panel/Add or Remove Programs GSI 8.2009 - NetAcumen Active X Download

  6. Removing the controls • In Add or Remove Programs, find Sagent Weblink Controls • Click Change/Remove GSI 8.2009 - NetAcumen Active X Download

  7. Removing the controls • You will be prompted to confirm. • Click Yes. GSI 8.2009 - NetAcumen Active X Download

  8. Removing the controls • You may or may not receive one of the messages below. • If so, please simply click ‘ok’ button. GSI 8.2009 - NetAcumen Active X Download

  9. Removing the controls • Click Start / Run • Type: C:\WINDOWS • If you are on Windows XP, You may see something similar to below screenshot. If so, please click ‘Show the contents of this folder’. Once you have clicked this (or if you did not see this screen), please go on to the step in the next slide. GSI 8.2009 - NetAcumen Active X Download

  10. Removing the controls • Find Downloaded Program Files • Find Sagent Universal Sink Host Control • Highlight and Delete GSI 8.2009 - NetAcumen Active X Download

  11. Removing the controls • You will be prompted to be sure you want to permanently remove. • Click Yes. GSI 8.2009 - NetAcumen Active X Download

  12. Removing the controls • You may or may not receive the message below. • If so, please simply click ‘ok’ button. GSI 8.2009 - NetAcumen Active X Download

  13. Reboot Once you’ve removed the controls, you’ll need to restart your machine before beginning the next steps. GSI 8.2009 - NetAcumen Active X Download

  14. Download of OLAP Cube Display • Open a new Internet Explorer Session to external NetAcumen portal • www.gsipartners.com/portal • Open Sales-Order Analysis-Order Analysis report • To Execute the report hit the OLAP button (first choice display) GSI 8.2009 - NetAcumen Active X Download

  15. Download of OLAP Cube Display Click “Install ActiveX Control” Left click on “Click here to install…” GSI 8.2009 - NetAcumen Active X Download

  16. Download of OLAP Cube Display • This will bring you back to the main Sales navigation screen • Select Order Analysis-Order Analysis report again • Use same prompts again • Select OLAP Cube GSI 8.2009 - NetAcumen Active X Download

  17. Download of OLAP Cube Display • Once you select OLAP Cube, you will receive the pop up Security Warning below • Select Install GSI 8.2009 - NetAcumen Active X Download

  18. Download of OLAP Cube Display • You should see the ‘balls’ running across the screen showing that • the report is running • Then, you will receive another popup for Sink Installation. • Click Ok (or hit Enter) to confirm. GSI 8.2009 - NetAcumen Active X Download

  19. Download of OLAP Cube Display • You will see the install begin and then receive another popup • Click Run to run the software • This could take a few minutes to complete. GSI 8.2009 - NetAcumen Active X Download

  20. Successful download You’ve successfully installed the ActiveX control for the OLAP Cube. You will now need to download the other 3 sinks for the Excel, Grid and Columnar Display types. How do I know it installed properly? If you can now return results for the report using the OLAP cube, the download was successful. What if my report still does not return results? If you do not see results for OLAP cube display, please go to page 25 of this instruction guide for Troubleshooting Tips. GSI 8.2009 - NetAcumen Active X Download

  21. Download of Other Displays Now that you have successfully installed the controls for one display type, you can follow the same procedure for the remaining three displays. • For Excel: Use Sales-Order Analysis-Order Analysis • For Grid: Use Sales-Order Analysis-Order Detail Lookup • For Columnar Report: Use Merchandise-Product Performance-PID Performance GSI 8.2009 - NetAcumen Active X Download

  22. Download of Excel Displays • Open Sales-Order Analysis-Order Analysis report • Select your prompts • Select Excel Option • Similar pop ups as with OLAP cube will appear – follow same instructions GSI 8.2009 - NetAcumen Active X Download

  23. Download of Grid Display • Open Sales-Order Analysis-Order Detail Lookup report • Select your prompts • Select Grid Option • Similar pop ups as with OLAP cube will appear – follow same instructions GSI 8.2009 - NetAcumen Active X Download

  24. Download of Columnar Report Display • Open Merchandise-Product Performance-PID Performance report • Select your prompts • Select Columnar Report option • Similar pop ups as with OLAP cube will appear – follow same instructions GSI 8.2009 - NetAcumen Active X Download

  25. Troubleshooting Tips The most common error when downloading is that the user is not the administrator of the machine. If that is the case, when you attempt to run a report, you will see something similar to below – a red X. Please see instructions on the next page (26) to determine if you are the Administrator. If you encounter this red X, please first verify that you are using 32-bit Internet Explorer (see page 27). If you are on 32-bit and receive this red x, please contact your machine administrator (most likely your HelpDesk) and ask them to follow the instructions for download. GSI 8.2009 - NetAcumen Active X Download

  26. Troubleshooting Tips To determine if you are the Administrator of your machine, Right click on My Computer (on your desktop) and select Manage • Select Local Users and Groups • Then select Groups • Double click on Administrators • If your user id is not listed here, you are not the Administrator of the machine GSI 8.2009 - NetAcumen Active X Download

  27. Troubleshooting Tips Please note that NetAcumen is not supported on the 64-bit version of the Internet Explorer. This is commonly available on 64 bit version of the Windows Operating System. To determine your operating system, please go to Help/About Us in Internet Explorer. Under Version, you will see a suffix for the 64-bit Edition. If there is no suffix, it is 32-bit. If you are on 64-bit, please install 32-bit Internet Explorer via the link below: http://www.microsoft.com/windows/internet-explorer/ie7/ GSI 8.2009 - NetAcumen Active X Download

  28. Troubleshooting Tips The following error messages are indicative of either a failed download of ActiveX or corruption of the file you downloaded. In such instances, recovery requires reinstallation. Begin by removing the ActiveX controls again, reboot and reinstall. GSI 8.2009 - NetAcumen Active X Download

  29. Troubleshooting Tips Depending on your security setting on your browser, you may receive the “Install” pop-up repeatedly for each display (remember, you should receive it once for the first time you use each of the four display sinks. If you are receiving the pop-up repeatedly, click ‘select more options’ (see below). • First, Select More Options • Then, select ‘Always install software from “Group 1 Software” (shown above) • Click Install – this should be the last time you have to install it for that specific sink (remember each sink requires one download) GSI 8.2009 - NetAcumen Active X Download

  30. IE 8 Workaround • Sometimes on Internet Explorer 8, security settings for most of the components are disabled. Due to this WebLink would not download ActiveX controls and fails to load. • Workaround: • Open Internet Explorer 8. • On the Tools menu, click Internet Options, and then click the Security tab. • Select Internet zone out of the 4 zones in Security tab, and then click Custom level.... • The Security Settings - Internet Zone dialog box appears. • Click Reset... to set the default security settings for Internet zone. • All display sink plans now should display the results. GSI 8.2009 - NetAcumen Active X Download

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