Using the Office Integration add-in in Microsoft Excel Online

Note: This is a preview of the Office Integration add-in running in Microsoft Excel Online. The preview gives you an opportunity to try out the add-in's functions on the web.

You can use the add-in in Office Online only if you add required sites to the secure sites list in EPM Administration. The secure sites are the Excel Online site, such as https://excel.officeapps.live.com/, and sites where you save data, such as sharepoint sites. See Knowledge Base Article 2311184.

  1. In EPM Administration, select Dashboards > Farm Administration > Security Settings.
  2. In the Sites that can embed Infor EPM Office Integration section, select the Allow Office Integration add-in to be used in Microsoft Excel Online checkbox.
  3. Click Add.
  4. Specify the name of the secure site and the URL.
  5. Click Add.
  6. Click Save.
  7. Repeat steps 3-6 until you add all required secure sites.
  8. Open Excel Online.
  9. Ignore this step for the admin-managed add-ins. If you add the add-in from a shared folder, upload the add-in manifest by performing these steps:
    1. On the Excel Online Home tab, click the Add-ins tile and select More Add-ins.
    2. In the Office Add-ins dialog box, click Upload My Add-in.
    3. Browse for the manifest to upload and click Upload.

      The add-in is added to the Excel Online toolbar.

  10. Click Show Taskpane and sign in to the Excel Integration add-in.
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