NetAcumen ActiveX Instructions Requirements

Report
NetAcumen ActiveX Download Instructions
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.
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.
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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.
1.
2.
3.
4.
5.
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
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Removing the controls

Click Start/Settings/Control Panel/Add or Remove Programs
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Removing the controls

In Add or Remove Programs, find Sagent Weblink Controls
 Click Change/Remove
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Removing the controls

You will be prompted to confirm.
 Click Yes.
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Removing the controls
•You may or may not receive one of the messages below.
If so, please simply click ‘ok’ button.
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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.
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Removing the controls
•Find Downloaded Program Files
•Find Sagent Universal Sink Host Control
•Highlight and Delete
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Removing the controls
•You will be prompted to be sure you want to permanently remove.
•Click Yes.
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Removing the controls
•You may or may not receive the message below.
•If so, please simply click ‘ok’ button.
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Reboot
Once you’ve removed the controls, you’ll need to restart your machine
before beginning the next steps.
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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)
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Download of OLAP Cube Display
Left click
on “Click
here to
install…”
GSI 8.2009 - NetAcumen Active X Download
Click
“Install
ActiveX
Control”
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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
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Download of OLAP Cube Display
•Once you select OLAP Cube, you will receive the pop up Security Warning below
•Select Install
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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.
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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.
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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.
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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
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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
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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
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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
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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.
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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
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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/
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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.
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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).
1. First, Select More Options
GSI 8.2009 - NetAcumen Active X Download
2. Then, select ‘Always install software
from “Group 1 Software” (shown
above)
3. Click Install – this should be the last
time you have to install it for that
specific sink (remember each sink
requires one download)
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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.
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