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Adaptive Insights
Knowledge @ Adaptive Insights LLC, a Workday Company

Technical Requirements for Excel Interface for Planning

Describes the technical requirements to install Excel Interface for Planning.

Hardware and Software Requirements

To install Excel Interface for Planning or OfficeConnect the first time, you must have Windows administrative permissions.                                                                                                                                             

Operating System Microsoft Windows® 7 or later (32-bit or 64-bit)

Microsoft Windows® Server 2008 R2 or later

Server/desktop virtualization environments (such as Remote Desktop Services)

NOT SUPPORTED: Mac® OS

Web Browser All browsers
Microsoft Office

Microsoft Office 2010 or later (32-bit or 64-bit)

Microsoft Office 365 (32-bit or 64-bit)

NOT SUPPORTED: Microsoft Office Online editions 

Memory (RAM) 4 GB minimum           

8 GB recommended

Steps to check your RAM are at the bottom of this article.
           
Language, localization English
Regional Settings English

Installation Prerequisites

If the prerequisites aren't already installed, administrative permissions will be requested during the Excel Interface for Planning and OfficeConnect installation. Alternatively, IT can install these prerequisites in advance to allow users to install without administrative permissions.

                                                                                                                               

Microsoft .NET Framework 4.7

If you prefer, install .NET 4.7  beforehand.

Microsoft Visual Studio® Tools for Office Runtime (VSTO 2010)

If you prefer, install VSTO 2010  beforehand. 

Adaptive OfficeConnect Event Log Components  If you prefer, install the Adaptive OfficeConnect Event Log Components beforehand.             

This item appears in the Windows Add/Remove Programs as a separate entry and allows OfficeConnect and Excel Interface for Planning to log errors and other data to the Windows Event Log.

Update Requirements

Promptly install updates for Excel Interface for Planning and OfficeConnect.

Per-User Updates 

When Adaptive releases a new update, each user will be prompted to install the update when logging in to Excel Interface for Planning or OfficeConnect. Each user can do this without administrative permissions, or, if preferred, IT can silently install updates for multiple users.

Promptly install the update before the deadline noted in the prompts. In general, users have 30 days from the release of an update before it becomes mandatory; however, high priority updates may have shorter deadlines.

Per-Machine Updates 

When Adaptive releases a new update, members of the local Administrators group will be prompted to install the update by a certain date. In general, you have 60 days to install the update from the time of the release.

For the first 45 days, only users with administrative permissions will be notified. After 45 days, users will also start seeing daily notifications of an available update. OfficeConnect and Excel Interface for Planning require the update to be installed by the date listed in the notification.

Although the typical grace period for an update is 60 days from release, the deadline may be shorter for high priority updates.

Check RAM

To check the memory (RAM) installed on the computer: 

  1.    Click the Windows Start button.
  2.    In the search box, type msinfo32, and then click OK.
  3.    In the right pane of the System Information dialog box, the number listed for Installed Physical Memory is the RAM installed in your computer. 
  4.    Make sure it is at least 4 GB. For optimum performance, Adaptive Insights recommends 8 GB.

Support

Need help installing or using Excel Interface for Planning and OfficeConnect? Contact Adaptive Insights Support.  

 

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