Instructions to install MicroStrategy Office Introduction This document provides step by step instructions to install the MicroStrategy Office component that will allow users to run MicroStrategy reports directly from Microsoft Excel, Microsoft Word and/or Microsoft Power Point. The MicroStrategy Office component will appear as a toolbar or add-in within the Microsoft Office products. The version of MicroStrategy Office being installed is 9.0.2 and is compatible with Microsoft Office versions 2002 SP3 and newer running on Windows XP or newer. For a complete list of the versions supported, see Appendix A: Installation Requirements and Supported Configurations. MicroStrategy Office requires the Microsoft .NET Framework version 2.0 SP1 or later. Additional information on where to get the .NET Framework, see Appendix A: Installation Requirements and Supported Configurations. Intended Audience This document is intended for American University users of BI that have a need to run special reports to perform aided forecasting and have been directed by IT to install the MicroStrategy Office component. Step by Step Instructions 1. Using your internet browser, go to the BI Reporting site at https://biweb.american.edu/MicroStrategy/asp/Main.aspx. 2. Click on the “Install MicroStrategy Office” link in the top right corner of the page. 3. The Install MicroStrategy Office page will open. Click on the Install button to download the setup package. 4. When prompted, click on the Run button to execute the setup package. 5. After downloading, the setup package will execute. If prompted, click on the Run button to allow the package to execute. 6. When prompted, select English as the Setup Language and click the OK button. 7. The MicroStrategy Office Setup Wizard will appear. Click on the Next button. 8. The License Agreement screen will appear. Select the option to “Accept the terms of the license agreement” and click on the Next button. 9. The MicroStrategy Office Path screen will appear. Accept the default and click on the Next button. 10. The MicroStrategy Office URL Setting screen will appear. In the box provided type: For Production: https://biweb.american.edu/MicroStrategyWS/MSTRWS.asmx For QA: https://biweb-qa.american.edu/MicroStrategyWS/MSTRWS.asmx 11. The MicroStrategy Office Configuration screen will appear. Leave all the boxes checked (default). Click on the Next button. 12. The Select Program Folder screen will appear. Accept the default and click the Next button. 13. The Start Copying Files screen will appear. Click on the Install button. 14. After the wizard is done copying files, a dialog asking if you want to see the ReadMe file will appear. Click on the No button. 15. The Wizard Complete screen will appear. Select the option “Yes, I want to restart my computer now” and click on the Finish button. 16. After rebooting, MicroStrategy Office will be installed and ready to use. Questions and Support If you encounter any problems during the installation of MicroStrategy Office or have questions, please submit an IT Help Desk ticket: call the IT Help Desk at x2550 email [email protected], or send an Instant Message to AskAmericanUHelp. Appendix A: Installation Requirements and Supported Configurations The version of MicroStrategy Office used at American University is 9.0.2 and is compatible with Microsoft Office versions 2002 SP3 and newer running only on Windows platforms. The complete list of the versions supported is below: Operating Systems MicroStrategy Office Client Operating System Windows 2003 Windows XP Windows Vista Windows 7 Windows 2008 MicroStrategy Office Client Operating System Windows XP Windows Vista Windows 2008 Certified Windows Server 2003 Standard Edition SP2 (on x86 or x64) Windows Server 2003 Enterprise Edition SP2 (on x86 or x64) Windows Server 2003 Standard Edition R2 SP2 (on x86 or x64) Windows Server 2003 Enterprise Edition R2 SP2 (on x86 or x64) Windows XP Professional Edition SP3 (on x86) Windows Vista Ultimate Edition SP2 (on x86 or x64) Windows Vista Business Edition SP2 (on x86 or x64) Windows Vista Enterprise Edition SP2 (on x86 or x64) Windows 7 Professional Edition (on x86 or x64) Windows 7 Enterprise Edition (on x86 or x64) Windows Server 2008 Enterprise Edition R2 (on x64) Windows Server 2008 Standard Edition R2 (on x64) Windows Server 2008 Enterprise Edition SP2 (on x64) Windows Server 2008 Standard Edition SP2 (on x64) Supported Windows XP Professional Edition SP2 (on x64) Windows Vista Ultimate Edition SP1 (on x86 or x64) Windows Vista Business Edition SP1 (on x86 or x64) Windows Vista Enterprise Edition SP1 (on x86 or x64) Windows Server 2008 Standard Edition (on x64) Windows Server 2008 Enterprise Edition (on x64) Microsoft Office Application Microsoft Office version Microsoft Office (Word, Excel, PowerPoint) Certified Microsoft Office 2010 Microsoft Office 2007 SP2 Microsoft Office 2003 SP3 Microsoft Office 2002 (XP) SP3 .NET Framework MicroStrategy Office requires the Microsoft .NET Framework version 2.0 SP1 or later. The .NET Framework 2.0 SP1 can be downloaded from: http://www.microsoft.com/downloads/en/details.aspx?FamilyId=79BC3B77-E02C4AD3-AACF-A7633F706BA5&displaylang=en. The .NET Framework 3.0 can be downloaded from: http://www.microsoft.com/downloads/en/details.aspx?familyid=10cc340b-f857-4a1483f5-25634c3bf043&displaylang=en.
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