F9 v5 Installation Guide

April, 2010

Topics

F9 Downloads and Activations ...................................................................................................................... 2

System Requirements ................................................................................................................................... 3
STEPS - F9 v5 Install .................................................................................................................................... 4
STEPS Attach F9 v5 in Excel 2007 ......................................................................................................... 11
STEPS - F9 Setup to Access Professional ................................................................................................. 14
STEPS Login as Non-Administrator ......................................................................................................... 15
STEPS Trouble-shooting Add-In Attach .................................................................................................. 15
STEPS - Activation and Deactivation of F9 ................................................................................................ 20

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F9 Downloads and Activations

1. Overview of Installation and Distribution

F9 v5 Hotlinks can typically be downloaded from: www.f9.com\downloads

F9 Professional is available from the Infor ISO Catalog

o Note: there is one Demo-Only F9 Professional Download also but it
cannot be activated

Try Before You Buy

o When F9 first loads, it begins as a 30-day Trial with full functionality
o F9 provides free technical support to customers during the Trial

Updates = the same F9 Download

o Once F9 is activated, if a customer re-installs F9 from a more recent
download/ISO, it will act as a version update.

2. F9 Serial Numbers and Usage

An F9 Serial number can represent a single license or multiple licenses

a. For example, one F9 Serial Number can represent 5 activations

Each activation is tied to the hardware where F9 is running

The F9 Serial number is not stored in the registry so customers need to retain
a copy of it (typically an email)

Customers have the option to later deactivate a license and transfer to new
hardware

If customers experience issues with serial number use, they should contact
F9 Support for assistance

3. 30-Day Trial and Activation

At anytime during the trial, customers can purchase a F9 Serial Number

Activation is typically web-driven

All the steps and options to Activate are documented within the F9 Readme
PDF

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System Requirements

1. Installation Prerequisites

Latest settings are maintained at:

http://www.f9.com/resources/F9SystemRequirements.aspx

2. Resources

F9 Readme PDF is product specific

F9 Help Trouble-shooting Topics

http://www.f9.com/resources/support/index.aspx

Specific to attach F9v5 with Windows 7:

o http://www.f9.com/resources/F9%20V5%20on%20Win%207.pdf

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STEPS - F9 v5 Install

1. F9 Installation

VMware image used for this documentation:

o Windows XP SP3
o .NET Framework 3.5
o Pervasive 10 Workstation
o Office 2007 SP2 - Excel and Word
o F9 Professional v5 Pervasive Big Administrator

Run the F9 install: F9V5PRO&Datapump50P.exe

1 Exit all Windows programs.

2 Run F9V5PRO&Datapump50P.exe as Administrator

3 F9 V5 requires .NET Framework 3.5 to be installed if it is not already on the system. This may take
approximately 15 minutes to download and install. Click Install and reboot your PC after the installation of .NET
has completed.

4 Within the Install Wizard, click Next.

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5 Click Yes, to accept the F9 License Agreement.

6 Select a location to install F9 V5.

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 To accept the default location, C:\F9v5, click Next.
To choose another location, click Browse, select another directory/folder and click OK. Then, click Next.

7 InstallShield now begins to install F9. A status bar monitors the install.

8 InstallShield installs Licensing Service Software to support license activation.

9 For some F9 products, InstallShield installs Visual Studio redistributable to provide required Microsoft runtime
libraries

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10 Click Finish. The F9 Readme will display next please follow the instructions within this document to
properly setup F9 version 5 in Excel 2007.

Note: Some F9 documentation is in PDF format and requires Adobe Acrobat Reader to view it.

Click Yes to install Acrobat Reader now

Click No if you already have Acrobat Reader or if you do not want to install it at this time

Install Notes
o Common folder C:\F9v5
o Product specific F9 sub-folders (ex pro50p, pro50b).
o F9 v5 Excel 2007 Add-in is called: f9v5.dll

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2. Office 2007 Settings
From F9 Readme PDF

Because F9 Version 5 has been developed under a completely new technology, .NET, users
need to ensure support for .NET Add-ins has been setup as part of their Office 2007 installation.
Without this, F9 Version 5 will not attach in Excel 2007.

When will these steps typically need to be run?

o If .NET Framework was installed after Microsoft Office.
o If the F9 install took extra time to install .NET Framework 3.5, this is also a good
indication to check Office 2007 for .NET

Steps for Office 2007 and .NET:

1. Close Excel
2. Run Control Panel, Add or Remove Programs, select your Microsoft Office 2007

3. Select Change
4. The next window should display 3 options, check the first item: Add or Remove
Features

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5. Click Continue
6. Within the tab Installation Options, expand Microsoft Office Excel
7. Click on the arrow for .NET Programmability Support. If the required component is not
installed, you should see the following:

8. Click the dropdown arrow for .NET Programmability Support

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9. Select option: Run from My Computer

10. Expand Office Shared Features.

11. Click on the arrow for Digital Certificates for VBA Projects.

12. If the required component is not installed, select option: Run from My Computer.

13. Click on the arrow for Visual Basic for Applications.

14. If the required component is not installed, select option: Run from My Computer.

15. Click Continue to have the support installed.

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STEPS Attach F9 v5 in Excel 2007

1. Open Excel 2007

2. First check if the F9 tab appears on the Excel Ribbon:

3. If F9 is not displayed, you will need to attach the F9 COM Add-In component:

a. Click the Microsoft Office Button , and then click Excel Options.

b. Click Add-Ins:

c. Select COM Add-ins within the Manage list and GO.

d. Check F9v5 and click OK.

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4. For F9 formulas to work, the F9 Automation Add-In component needs to be attached.

a. Click the Microsoft Office Button , and then click Excel Options.

b. Click Add-Ins

c. At the bottom of the window, choose Excel Add-Ins and click on Go button:

d. In the Add-Ins window, Select Automation and within the Automation Servers
window, click on the letter F to quickly scroll down rows to the F9 Add-In. Select
F9v5.Connect and OK.

Please note that on some operating systems like Windows Vista when selecting
F9v5.Connect you can get following message:

Select No and OK.

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5. The next time when you start Excel, F9 will attach automatically.

6. In addition, within Excel Options Add-Ins, F9 will now be listed under Active Applications Add-
ins.

Note: F9v5.Connect is loaded on-demand after one or more F9 formulas calculate.

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STEPS - F9 Setup to Access Professional
From F9 Readme PDF

From the F9 Ribbon, select Setup .

Because F9 has not yet accessed your GL data, the Company Dropdown list will likely be blank.

1. Click on the Browse button in the F9 Setup dialog.

2. Navigate to your demo data.

3. In a subdirectory that contains company data, choose your Demo file and click Open.

F9 will then attempt to access all companies available in the system. If successful, you will see your
list of companies appear in the F9 Company Dropdown list.

If you see your company information, then F9 has successfully accessed your data. Click OK to
exit Setup.

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STEPS Login as Non-Administrator
As a final step, ensure F9 is properly running for applicable users, if required

1. Logout as Administrator
2. Login as a regular user with less rights
3. Open Excel
4. A one-time step is to attach the Automation component of the F9 Add-In
5. Run F9 Setup and other menu items to ensure F9 is working

STEPS Trouble-shooting Add-In Attach

Login: Administrator

Additional security may already be active or necessary for users running Excel 2007. In this case, one
may experience warnings or problems attaching F9v5 as a non-administrator.

Assign Modify Rights to the F9 v5 Folder:

If this is the first time F9 Version 5 has been attached within Excel 2007, additional settings may or
may not be required for F9 to work properly depending on the type of user rights and security setup.

This may occur when updating the F9 Financial Entity file via Maintain Financial Entities and
permission errors display.

1. Using Windows Explorer, right-click the C:\F9V5 folder and click Properties

2. Select the tab: Security

3. Select the User

4. Click Modify and then Apply

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Trusted Locations:

Add the F9 folder to Trusted Locations.

1. Click the Microsoft Office Button , and then click Excel Options.

2. Click Trust Center, and then Trust Center Settings.

3. Click on Trusted Locations, then Add New Location and browse to the F9v5 folder. Also
include the sub-folder option.

F9 Digital Signature:

Install the F9 digital signature to then use the Excel Trusted Publisher settings.

1. Close Excel.

2. Run Windows Explorer and go to the F9v5 folder.

3. Right-click on the F9 Add-In file: F9v5.dll and click Properties.

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4. Select tab: Digital Signatures.

5. Click Details.

6. Click View Certificate.

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7. Click Install Certificate to have an Import Wizard display.

8. Select option to Place all certificates to the store: Trusted Publishers.

9. Click Finish to close the Wizard.

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Attach F9 as a Trusted Publisher:

1. Close Excel and open it again, you will have to auto attach F9 one more time. Go to Excel
Options /Add-Ins / Manage Automation Add-ins / Go...

2. You may get a warning message. Click on the button to Enable all code published with this
publisher to add F9 to Trusted Publishers:

3. The next time Excel loads, you should no longer see a warning by Excel.

4. If issues continue, please contact F9 Technical Support.

Macro Settings:

1. It is not recommended to change Macro Settings to Enable All Macros.

2. F9 is working properly with Macro Settings for: (Default) Disable all macros with notification and
Disable all macros except digitally signed macros:

Trust Center Add-Ins:

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STEPS - Activation and Deactivation of F9

1. Activation

o All options in F9 Readme PDF

Activate F9v5
1. Open Excel 2007.
2. At the F9 Trial screen, click Activate F9.
(This can also be invoked from the F9 Ribbon by selecting: License Manager, Activate F9)

3. Enter your F9 serial number

4. Follow the steps and F9 will now be activated.

Notes:
o Once activated, the F9 30-day Trial screen no longer displays when F9 attaches to Excel.

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2. Deactivation

Deactivate F9v5
1. Open Excel 2007.
2. From the F9 Ribbon select: License Manager, Deactivate F9.

3. Enter your F9 serial number and press DEACTIVATE F9.

4. The following message will display:

5. Close Excel.

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Notes:
o Once deactivated, the customer should uninstall F9 on the deactivated machine and install F9 at
the new location.

o The same F9 serial number can then be used to activate their license on the new machine.

o If a user opens Excel and tries to now run F9 on the deactivated machine, the following screen
will appear:

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