Excel Programs Installation Instructions

Suddensource Excel Applications

Proactis Data Mining 2.x
Proactis Requisition Wizard 2.x

Server Installation

There is no server installation or implementation requirement for Proactis Data Mining.

The Proactis Requisition Wizard might need some implementation work done by us before it is used. The Proactis Requisition Wizard can be used by existing Proactis users. In this case they simply log on with their regular Dream/Proactis/Data Mining credentials. The Proactis Requisition Wizard can also be used by people who are not set up as users of Proactis. In this case the system administrator needs to:

Load the Requisition Wizard;
Re-connect as SQSDBA or DSDBA depending on whether you use Dream or not;
Take the menu Requisition Utilities à Maintain users;
Add the user to the list and press 'Update' (ensuring you add them to a group which can create requisition documents in Proactis);
Discard the spreadsheet generated.

Client Installation

Data Mining for the Proactis System Administrator

Log onto Windows using the local machine administrator account (or if you prefer not to do this, see Settings and Help below);
Add the machine’s main user’s domain user account to the local Administrators group;
Log on to the machine as this user;
If upgrading, remove Proactis Data Mining using Add/Remove Programs in Control panel;
Install Proactis Data Mining (running Setup.exe from the Data Mining folder of the CD), doing a Custom install, installing all components;
Go to the ‘modules’ subfolder of the folder where you installed Data Mining and move all the Excel files from there to a suitable network share (or two shares if some modules need to be hidden from regular users);
If required by your IT Management, remove local machine administration rights from the local user;
Start Data Mining and use the ‘Module Folders’ button to locate the network share(s) where the modules are located.

Data Mining for a standard Proactis user

Log onto Windows using the local machine administrator account (or if you prefer not to do this, see Settings and Help below);
Add the machine’s main user’s domain user account to the local Administrators group;
Log on to the machine as this user;
If upgrading, remove Proactis Data Mining using Add/Remove Programs in Control panel;
Install Proactis Data Mining (running Setup.exe from the Data Mining folder of the CD), doing an Interface install, installing all components;
If required by your IT Management, remove local machine administration rights from the local user;
Start Data Mining and use the ‘Module Folders’ button to locate the network share(s) where the modules were located during the administrator installation.

Proactis Requisition Wizard

Log onto Windows using the local machine administrator account (or see Settings and Help below);
Add the machine’s main user’s domain user account to the local Administrators group;
Log on to the machine as this user;
If upgrading, remove Proactis Requisition Wizard using Add/Remove Programs in Control panel;
Install Proactis Requisition Wizard (running Setup.exe from the Requisition Wizard folder of the CD);
If required by your IT Management, remove local machine administration rights from the local user;
Go as if to create a requisition by the user (cancel the process before adding items) and set the options applicable to your organisation.

Settings and Help

In case Proactis Data Mining users are not in the local Administrators group, you can install software for all users and then later set the path to Data Mining as follows:

Using the Data Mining menu: Utilities à Set Data Mining Options and setting the path in the top text box – using the ‘Def’ button will help if the default installation path was used.

This allows the user to read the help files provided with Data Mining.

In case Proactis Requisition Wizard users are not in the local Administrators group, they may (on earlier versions) see some error messages on saving documents to Proactis. These messages, though irritating, can be ignored.