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Installation


Desktop


To install Reportance on your desktop computer, click on the download button and run the .exe



Prior to installing, ensure that the following applications are closed:

1) Reportance

2) Microsoft Excel


Run the installation file and follow the prompts. At the following screen, select 'Normal Installation':




Terminal Server Environments


Download the installer from:



Prior to installing, ensure that the following applications are closed in all active user sessions on Terminal Services:

1) Reportance

2) Microsoft Excel


Optionally, you can perform a normal installation using the steps for Desktop above. In this case, Reportance will automatically prompt users to download and install the HowNow Smart Workpapers addin (the "workpapers addin") into their local user profile. If this behaviour is acceptable, then no further installation steps are necessary.


However, if you wish to install the workpapers addin for all users, or you have a server environment where load balancing occurs, we recommend using the procedure below to install workpapers.


Run the installation on a user administrator account so that it installs for all users. At the following screen:

1) Click 'Create a desktop icon' if you want an icon to be included on all user desktops; and

2) Select 'Terminal Server Installation'



After installation, individual users will need to install the HowNow Smart Workpapers Formulas. Reportance automates this, so that when a user first opens the Reportance desktop application a script is automatically run to register the workpaper formulas.


Any user can test to see if the formulas are installed by opening Excel and typing =CurrentCell() into a cell. If the result return an error the formulas are not installed, otherwise they have been successfully installed.


If there have been issues with the above automation, a user can manually force the installation by selecting Install Workpaper Formulas from the Help menu in the Reportance application (see image below). Ensure Excel is closed while this is performed.




If you wish to automate the registration for users in an environment where load balancing occurs, the following command line can be run as a login script:

"C:\Program Files (x86)\Business Fitness\HowNow Smart Workpapers\adxregistrator.exe" /install="Workpapers.Next.Addin.dll" /privileges=user


The folder location of the Workpapers.Next.Addin.dll will need to be updated in the above script if Reportance was installed to a non-default location.



Proxy Settings (Advanced)


If you wish to manually specify proxy settings used by the application in your server environment, you will need to edit each of the following three config files:


C:/Program Files (x86)/Reportance/Reportance/Reportance.exe.config

C:/Program Files (x86)/Reportance/ExcelAddin/ExcelAddin.dll.config

(in Terminal Server installs) C:/Program Files (x86)/Reportance/HNSW/Workpapers.Next.Addin.dll.config

(in Normal installs) C:/Users/<username>/AppData/Local/BusinessFitness/HowNow Smart Workpapers/Workpapers.Next.Addin.dll.config


To each config, immediately under the opening <configuration> tag, add one of the two pieces of code below (depending on whether you want to use default proxy settings or manually specify them respectively)


<system.net>
   <defaultProxy enabled="true" useDefaultCredentials="true">
     <proxy usesystemdefault="true" bypassonlocal="true" />
   </defaultProxy>
</system.net>
<system.net>
  <defaultProxy>
    <proxy
      proxyaddress="http://[proxy address]:[proxy port]"
      bypassonlocal="false"
    />
  </defaultProxy>
</system.net>


Uninstallation


Go to 'Control Panel', 'Install/Uninstall Programs' to find the application. To fully uninstall, you will need to find and remove both of the following programs:


Reportance

HowNow Smart Workpapers



Minimum Specifications


Operating System

Windows 10

Windows 8 (2012+)

Windows 7

Windows Server 2008 (R2)

Windows Server 2012 (2012+)


Microsoft Office

Microsoft Office 2010 or Higher, including Office 365


Microsoft .Net Framework

Version 4.2


Hardware

2.1 GHz Intel Pentium® Core 2 Duo processor or faster (i5 2.6 GHz recommended)

2 GB RAM (recommended 4 GB)

2 GB hard disk space

32-bit colour, 1024x768 screen resolution


Internet

An internet connection is required



Learning

Use this link to navigate to the Fast Track Training Videos.

Fast Track Sessions



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