Excel Add-in Installation Steps

1. Close Microsoft Excel.
2. Run the application SEI Excel Add-in - WIN**.exe.

3. Click Next.
   

   

4. In the License Agreement screen:

   1. Click I accept the terms in the license agreement.

   2. Click Next.
      

   

5. When installing the Add-in on a 64-bit Windows operating system:

   1. Choose the correct version of Microsoft Office (64-bits or 32-bits).

   2. Click Next.
      

   

6. Choose Regular (On Premise) or Multitenancy and/or Load Balancing (Cloud) as installation type.

   1. If you select the Cloud option, enter the service address of your Server Farm; for example: mycompany.sageenterpriseintelligence.com.

   2. Click Next.

   

7. Click Install.
   

   

8. Once the installation is done, click Finish.

9. Open Excel and look for the SEI Add-in for Excel button under the Add-in tab.

   • If the button is there, you are all set to go.

   • If not, see further instructions in First Time Configuration.