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Initial installation of Systems2win Add-in on each user's computer

Systems2win templates only work correctly when the Systems2win application is installed

  1. Close all other applications
  2. Run your installation file
       * System requirements
       * Your install file might be a free S2winTrial.exe, or an upgrade, or a licensed Systems2winInstall exe file obtained from your IT Dept.
       * If you are logged in as a user with less than Administrator privileges: special instructions

       * If you are installing on Windows Vista: additional instructions
  3. Open a Systems2win template
    using any of the alternative ways to find and open your Systems2win templates
    being sure to enable macros
If you are installing a full licensed version...
(steps 4 & 5 are not required for the Trial version)
  1. Activate your license using the License Activation Code provided by your IT Dept
    Excel > Add-Ins > Systems2win menu > Setup and Upgrade > Activate Systems2win
    Activation is required only for v6 and higher
  2. Set up this user to sync templates with your S2winPortal
    Assuming that your IT Dept has already installed your S2winPortal on a shared drive that you can access...
    Then you simply select...

    Excel >
    Add-ins > Systems2win menu > Setup and Upgrade > Change Path to S2winPortal >
    then browse to select the folder path
    provided by your IT Dept
    Then do your first manual sync...
    Systems2win menu > Setup and Upgrade > Sync Local Templates with Masters in our S2winPortal 

After installing.....

  1. Start with the Quick Start

Installation FAQs   Tip: Use Ctrl+F to find keywords

FAQ: An installation (or an upgrade) doesn't seem to be installing correctly.

Uninstall, then install again.
For a licensed version of v6 or higher, deactivate before uninstalling: Excel > Add-Ins > Systems2win menu > Setup and Upgrade > Activate or Deactivate Systems2win

FAQ: My email or browser won't allow me to download an exe file.

If we haven't already provided you with an alternate renamed file,
contact us to send you the file with the extension renamed to something other than zip or exe (which should enable you to receive the file).

Then rename the file to end with exe, and run it as usual.
Tip: How to unhide extensions for known file types

If your IT Dept has gone to even greater lengths to prevent you from downloading an exe file, then ask them how they want you to do this. And perhaps let us know.

FAQ: My computer won't allow me to install an exe file.

You need to Run as Administrator.
Perhaps ask your Information Technology Department to help you.

FAQ: When I try to install, I get the error message: "Could not initialize installation. File size expected = <a number>, file size returned = <a smaller number>"

Your file download was interrupted before completing the download. Download the file again.

FAQ: Our firewall prevents activation of the license code. (perhaps giving the error message "Socket error 2", which means that the activation server cannot be contacted)

Things to try:

bulletTemporarily disable any firewalls or anti-virus software for the purpose of activating
bulletAdd the following URL to your firewall white hat list: http://www.internetactivation.com
bulletIf using a proxy server, you can set the proxy settings in Excel > Add-Ins > Systems2win menu > Setup and Upgrade > Activate or Deactivate Systems2win > Help > Advanced tab.
bulletContact us to obtain a manual License Code

FAQ: When I try to open a file in the zSystems2win folder, it asks for a password.

Other than the Systems2win Help.xls file...
all other files in the zSystems2win folder are application files - which are not meant to be opened.

Solution: Follow the instructions for How to find and open your Systems2win templates.
(Also... restart Excel. Because once you click a .sys file, it becomes disabled until you restart Excel)

FAQ:  I get the error message that "file S2win<name>.sys could not be found".

You are trying to use a Systems2win template on a computer that does not have the Systems2win Application installed.

Solution: Install the Systems2win Add-in on the computer you are using. Or use the Systems2win template on a computer that already has the Systems2win Add-in installed.

FAQ: Our Systems2win menu disappeared in Excel and the Systems2win menu works just fine in Word (but is gone missing in Excel)...

If restarting Excel does not bring back the Systems2win menu,
then you probably forgot to close Word & Excel before installing an upgrade.

Re-installing won't help. The only way to get the lost Systems2win menu back is to edit the Windows Register. Because editing the Windows Register can be dangerous, this might be a good time to enlist the help of your IT Department (or Systems2win tech support). Use Start > Run > Regedit to change the following Windows Registry entry: HKEY_LOCAL_MACHINE > SOFTWARE > Microsoft > Office > Excel > Addins > Systems2win1.sys > LoadBehavior must be 3 (not 2).

FAQ: When I select Systems2win menu > Open a New Template, I can't find my templates.
(Trial templates should be in the root Office Templates folder, and Systems2win templates should be in the Systems2win folder tab - as illustrated in Alternative Ways to Find & Open Your Systems2win templates)

Possibility 1) Your Administrator installed your templates while logged in under a different user name.

Solution 1) Reinstall using our suggested method for installing on behalf of users without Administrator privileges.

Solution 2) For licensed installations only...
Logged in as yourself - follow the instructions to Set the path to your S2winPortal, and do a manual Sync.

Possibility 2) If you have EVER installed a higher version of any Office application, it will change your registry.
(the registry remains changed even if you later uninstall the higher version)

Examples: You are using Excel 2003 and have Project 2007 installed. Or you installed Office 2007, and later uninstalled it to go back to the less-problem-prone Office 2003.
Even then, this is only a problem if the newer version of Excel is a different language, or the user has specified a different default User Templates folder.

Solution: If you just want to find your Trial templates - just do a Windows search for "TrialVSM".
All of your trial templates will be in that same folder, and all can be opened by simply double-clicking them in Windows Explorer.

Solution: In the higher version of Office - identify the default User Templates folder. Then in the lower version of Office, change the default User Templates folder to be the same.
Or change the higher version to be the same as the lower version, and then re-install your Systems2win Add-in application.

Solution: If you have uninstalled the higher version, or have other complications - just contact us for tech support, and we will do a web conference to help you get your computer back in order.

Best solution: Don't run two versions of Office on the same computer. If you do, your problems have only just begun..

Possibility 3) The IT Department at your large company has instituted Policies that redirect all users to a shared templates folder on a central server.

Solution: Have your IT Dept follow these instructions to install your Systems2win templates on your shared server.

FAQ: When we open a template - the formulas show #NAME errors.

Possibility 1) Calculations just need to be refreshed.

Solution: Ctrl+Alt+F9

Possibility 2) The Systems2win application is not installed.

Solution: Install the Systems2win application. (Following the instructions at the top of this page.)

Possibility 3) The Systems2win automation add-ins somehow became unenabled.

Solution: Manually enable the automation add-ins.

FAQ: How to manually enable the automation add-ins.

Tools > Add-ins > click the Automation... button > then browse to select Systems2win.Functions > OK
Then repeat to select VSM.Functions

Excel 2007: Office Button > Excel Options > Add-Ins > Manage: Excel Add-ins > Go... > click the Automation... button > then browse to select Systems2win.Functions > OK
Then repeat to select VSM.Functions

FAQ: We have a lot of users. Is there anything we can do to make multiple installations even faster and easier?

The most important thing is to personalize your Systems2winLicense.txt file,
(which should be emailed to each user to make it easy for them to copy & paste their License Code and S2winPortal path).

Extra credit if installing many user PC's - you can copy the Systems2win.ini file:
Instead browsing to locate the S2winPortal on your company's shared server,
or pasting the folder path from your System2winLicense.txt file,
you also have the option to copy the Systems2win.ini file from the Program Files\zSystems2win folder of any PC that has already been set up with the correct path.

And if your IT Dept knows how to wrap this into an msi file - you can do that too.
(This application is delivered using a standard WISE script installer because msi requires the .NET framework, which many of our customers don't already have installed.)

FAQ: How do we install multiple users on a single computer?

After the first user has installed and Activated as usual...ual...
Each additional user can either:
a) re-install the Systems2win application while logged on under their User Profile (without the need to Activate again)
b) or load the Systems2win Automation Add-ins manually
     Tools > Add-ins > Automation button. Select the add-ins: Systems2win.Functions and VSM.Functions. Click Okay. Restart Excel.

FAQ: How can I deactivate and move my license to another computer?

Excel > Add-Ins > Systems2win menu > Setup and Upgrade > Activate or Deactivate Systems2win
t
hen simply Deactivate, (which will free your license to be available for another computer),
or follow the instructions to Manually move license

FAQ: How to uninstall?

Instructions to uninstall.

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Tips for printing web pages (like this one)
Option 1) Print in landscape. Internet Explorer - File > Page Setup > Landscape.
Option 2) Print the web page as a PDF file, (which can then be easily printed).  Training: How to download and use free PDF writing software
Important:
Any document created using a Systems2win template that is distributed outside of your licensed usersmust be in a non-editable format, such as printed paper or a PDF

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