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.
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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.
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That will open the Excel Options form. Check the Developer check box and click the OK button.
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Select the Developer option on the ribbon and then click the Excel Add-ins button.
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Click the Browse button to open your default Excel add-in folder.
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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
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If you see a message asking to copy to the Addins folder, click No.
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The TAD Application V#.# option is now added. Click the OK button.
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You should now see the TAD ribbon!
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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.
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Go to the Developer ribbon and click the Macro Security button.
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Go to Trusted Locations and click the Add new location button.
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Click the Browse button and browse to the folder with your Excel Add-in and then click the OK button.
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You should see your new location. Click the OK button to add that location.
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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
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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
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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.
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You should see the new instruction messages at the top.
Click the Refresh Setup button to download the TAD configurations into the workbook.
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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.
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Does This Thing Work? #
If you still have the form open then click the Reports button on the left side.
Otherwise, click the Reports button on the left side of the TAD Ribbon.
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Select the top report AP Aging and click the Download Selected button
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Click the Download button on the Parameters form
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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.
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You should see the Attachment List form with one or more attachments.
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Double-click on an attachment or select it and click the Open button
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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
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You will be prompted with the message below. Click the Yes button to get connected in one click.
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Once connected, you should now see the Form layout based on the button you pushed.
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