Checklist: Sim4Me Portal Install1. Introduction..................................................................................................................2

1.1 Utility to check Portal Requirements....................................................................21.2 Checks done during Portal Startup........................................................................4

2. Manual Install of Pre-Requisites.................................................................................42.1 DotNet Framework....................................................................................................42.2 VSTO 2005 SE..........................................................................................................42.3 MS Office PIAs.........................................................................................................5

2.3.1 Checking for .NET Programmability Support....................................................52.3.2 Installing MS Office PIAs..................................................................................8

2.4 Excel Security Settings..............................................................................................82.4.1 Excel 2003..........................................................................................................82.4.2 Excel 2007/2010...............................................................................................11

2.5 Code Access Security..............................................................................................15

1. Introduction

Portal provides Excel interface to our products. It uses and is dependent on following Microsoft products and installs:

1. Microsoft Excel 2003 Professional with SP2 or Excel 2007 or Excel 20102. DotNet Framework 2.0 Service Pack 13. Visual Studio 2005 Tools for Office Runtime, Second Edition4. Microsoft Office 2003/2007 Primary Interop Assemblies

Portal runs Code Access Security Tool (Caspol.exe) after the install which grants “FullTrust” to the Portal Dlls and executables. Portal also requires certain security settings with respect to ActiveX, Macro and VBA in Excel.

Portal’s install checks for existence of MS Excel before installing the program. It also installs DotNet Framework, VSTO and Office PIAs (#2, 3 and 4). Portal runs into problems when all these pre-requisites are not installed at all or only some of them are installed or the security settings are not as per Portal’s requirements. One can check manually whether these pre-requisites are installed by checking Add/Remove Programs (Start Control Panel Add/Remove Programs) for the following:

In case of Vista operating system, DotNet Framework 2.0 Service Pack 1 is installed as part of operating system so you will not find it in Add/Remove programs. Also, Primary Interop Assemblies are not required if Office 2010 is installed.

Integrations team has developed a utility to check for the installation of pre-requisites as well as Portal’s requirement. The checks are also done during Portal startup.

1.1 Utility to check Portal Requirements

The utility (Portal_PrerequisitesCheck.exe) is deployed along with this document with the product (in the ..Portal\Bin area). This utility creates the report text file (PORTAL_Check.txt) in the same directory where executable resides. Technical support personnel can ask the customer to run this utility and then examine the report to diagnose the problem. The sample report is shown below.

Checking for Portal Pre-requisites ...

20:00:40-10/03/2010; Checking for Microsoft .NET Framework 2.0 ...20:00:40-10/03/2010; Microsoft .NET Framework 2.0 installed - OK

20:00:40-10/03/2010; Checking for Visual Studio 2005 Tools for Office Runtime...20:00:40-10/03/2010; Visual Studio 2005 Tools for Office Second Edition Runtime installed - OK

20:00:40-10/03/2010; Checking for active Microsoft Excel Version ...20:00:42-10/03/2010; Microsoft Office Professional Plus 2007. Office Version 12.0.6425.1000 - Valid for PORTAL

20:00:42-10/03/2010; Checking for the MS Office PIA's installation...20:00:42-10/03/2010; Microsoft Office 2007 Primary Interop Assemblies installed - OK

20:00:42-10/03/2010; Checking for Microsoft Office Policy dll's...20:00:42-10/03/2010; required security policy dlls are present - OK

20:00:42-10/03/2010; Checking for Microsoft Office Professional Plus 2007 Excel Settings..20:00:42-10/03/2010; Trust Access to the VBA in Excel is Checked20:00:42-10/03/2010; Excel Macros are disabled. Please enable Macros (see section 2.4 in Sim4MePortal_Checklist.doc)20:00:42-10/03/2010; ActiveX settings for Excel are disabled. Please enable ActiveX (see section 2.4 in Sim4MePortal_Checklist.doc)

20:00:42-10/03/2010; Checking for Installed Office Language ...20:00:42-10/03/2010; Installed Office Language English

20:00:42-10/03/2010; Checking for the Sim4me Portal versions installation...20:00:42-10/03/2010; Sim4me Portal 2.0.1 Installed at location - D:\SIMSCI\SIM4MEPortal201 - Valid path

20:00:42-10/03/2010; Checking Caspol permissions for Portal 2.0.1 ...20:00:43-10/03/2010; 1.7. Url - *: FullTrust Portal2.0.1 - OK

Following checks are for information purpose ...

20:00:43-10/03/2010; Checking for Operating System version ...20:00:43-10/03/2010; WIN_XP X86 Service Pack 3-English

20:00:43-10/03/2010; Checking for the System Regional Language settings...20:00:43-10/03/2010; Regional Language settings are set to ENU(United States)

20:00:43-10/03/2010; Checking for the SIMSCI CFI versions installation...20:00:43-10/03/2010; CFI 3.2 Installed at location - D:\SIMSCI\SIMSCICFI32 - Valid path20:00:43-10/03/2010; CFI 3.2 PVUom.ocx registered20:00:43-10/03/2010; CFI 4.0 (VC071x32) Installed at location - D:\SIMSCI\SIMSCICFI40 - Valid path20:00:43-10/03/2010; CFI 4.0 PVUom.ocx registered20:00:43-10/03/2010; CFI 4.0 (VC090x32) directory not found

20:00:43-10/03/2010; Checking for Microsoft Visual C++ 2005 Redistributable...20:00:43-10/03/2010; Microsoft Visual C++ 2005 Redistributable, SP(0) installed

20:00:43-10/03/2010; Checking for Machine User Account Control settings...20:00:43-10/03/2010; Unable to determine the User Account Control Settings

1.2 Checks done during Portal Startup

Portal code checks for the following each time it is started from product GUI or in standalone mode:

1. VSTO 2005 SE2. MS Office PIAs3. Excel Security settings

If any of the check is negative Portal will exit with message describing the problem and how it can be fixed.

2. Manual Install of Pre-Requisites

2.1 DotNet Framework

In one of the folders under the “ISSetupPrerequisites” folder of install area you will find NetFx20SP1_x86.exe or dotnetfx.exe. Run this to install the DotNet Framework.

2.2 VSTO 2005 SE

Run vstor.exe from the folder “.. \supportdir\ThirdPartyUtilities\VSTO2.0SE” to install the Visual Studio 2005 Tools for Office.

2.3 MS Office PIAs

Microsoft Office Primary Interop Assemblies are required only if Office 2003 or Office 2007 is installed. Office 2010 does not require these PIAs.

2.3.1 Checking for .NET Programmability Support

It is necessary first to check if “.NET Programmability Support” is selected for Excel. The procedure to check is slightly different based on office version installed.

1. Go to Control Panel2. Select Add or Remove Programs3. Select Microsoft Office 2003 or 2007 and click “Change”

2.3.1.1 MS Office 2003

If “.NET Programmability Support” is not installed ( ) then select it and from drop down menu select “Run from My Computer” and click “Update”.

2.3.1.2 MS Office 2007

If “.NET Programmability Support” is not installed ( ) then select it and from drop down menu select “Run from My Computer” and click “Continue”.

2.3.2 Installing MS Office PIAs

If MS Office 2003 is installed then run o2003pia.msi from the folder “..\supportdir\ThirdPartyUtilities\O2003PIA” in install area to install MS Office 2003 PIAs. If MS Office 2007 is installed then run o2007pia.msi from the folder “..\supportdir\ThirdPartyUtilities\O2007PIA” in install area to install MS Office 2007 PIAs.

2.4 Excel Security Settings

2.4.1 Excel 2003

Portal requires that Macros be enabled and access to VBA projects be granted. In Excel 2003 the following screenshots shows how to change the settings (ExcelToolsOptionsSecurityMacroSecurity).

2.4.2 Excel 2007/2010

If Excel 2007/2010 is installed then Portal requires that in addition to Macros and VBA access ActiveX controls be enabled. The following screen shots show how these settings can be changed. (OptionsTrust CenterTrust Center SettingsMacro Settings / ActiveX Settings).

If user does not have permission to change these settings then add user folder (or folder where xls file resides) to the trusted locations in excel (OptionsTrust CenterTrust Center SettingsTrusted Locations).

Browse and select the user folder and check the “Subfolder…” checkbox if necessary.

2.5 Code Access Security

When you run the utility Portal_PrerequisitesCheck.exe and in the generated report file if you see following message then run the utility CaspolPortal.exe from the ..\Portal\Bin area.

“Portalx.x is not granted FullTrust permission”