Getting Started #
The Excel Add-in comes as a Signed and Unsigned version. The Signed version has a certificate applied which should be needed if you have either options below turned on.
Load the Excel Add-in #
It is recommended to close all open Excel workbooks before continuing.
Open a blank Excel workbook, right-click on Home and choose Customize the Ribbon.
That will open the Excel Options form. Check the Developer check box and click the OK button.
Select the Developer option on the ribbon and then click the Excel Add-ins button.
Click the Browse button to open your default Excel add-in folder.
Browse to the file either in the default installation location or the shared drive selected during the install. The default location is:
C:\Program Files (x86)\Transfer All Data\Transfer All Data
If you see a message asking to copy to the Addins folder, click No.
The TAD Application V#.# option is now added. Click the OK button.
You should now see the TAD ribbon!
Trusted Location Needed? #
It is recommended that you close the workbook and open a new one to verify the TAD add-in loads. If the Add-in loads without any errors then your installation is complete and you can start using TAD!
If you receive a security notice when you open the new workbook then you need to add a Trusted Location for the folder where the add-in is located. Microsoft has gotten more strict when dealing with macro enabled files (ie. Add-ins) so it is likely this will need to be added.
Go to the Developer ribbon and click the Macro Security button.
Go to Trusted Locations and click the Add new location button.
Click the Browse button and browse to the folder with your Excel Add-in and then click the OK button.
You should see your new location. Click the OK button to add that location.
Close the workbook and open a new blank workbook. You should no longer see the security notice.
Get Connected! #
Now that you have the TAD ribbon loaded you can connect to your server.
Select the TAD ribbon and click the Options button
You will need to fill out the Account Options on the right side.
There are two ways to connect:
- SQL Account
- Most common option
- If Vista is hosted in the Cloud
- Windows Account
- If Vista is hosted on premise (on premise can also use SQL Accounts)
- If using Excel in the AVD Remote Desktop
The Server is the same one used during the install. (Ex: AAAA-sql.viewpointdata.cloud, ####)
Enter your SQL Account/SQL Password or check Use Windows Account.
If using a SQL Account, check the Save Password box to save your password. This will enable the Auto Connect feature.
Click the Save Options button.
You should see the new instruction messages at the top.
Click the Refresh Setup button to download the TAD configurations into the workbook.
With the configurations downloaded you are officially connected.
You can change your default Source Co/Dest Co values if needed. Both initially default as the first company in the list.
Does This Thing Work? #
If you still have the form open then click the Reports button on the left side.
Select the top report AP Aging and click the Download Selected button
Click the Download button on the Parameters form
Find the Attachments column to the right and select a cell with a value.
Press the F4 key on your keyboard to bring up the Attachment List form.
You should see the Attachment List form with one or more attachments.
Double-click on an attachment or select it and click the Open button
If the attachment opens then everything is working as expected.
If you receive an error related to not having permissions then follow the Granting Attachment Access guide.
What is Auto Connect? #
The Auto Connect feature is enabled when:
- Using a SQL Account and you checked the Save Password box
- Using your Windows Account
Next time you want to use TAD, open a new blank workbook.
Click the Tables, Reports or Template button to start your Selections
You will be prompted with the message below. Click the Yes button to get connected in one click.
Once connected, you should now see the Form layout based on the button you pushed.
