Quick start guide
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Quick start guide |
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Step |
Action |
User Guide Sections |
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Evaluate GL Wand on our online vision instance |
1. Install GL Wand add-in on PC. |
Unzip the downloaded file and double click GL Wand.msi. This will install the GL Wand add-in on your PC and launch Demo.xls. |
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2. Log into our online Oracle Vision instance via the internet. |
Log on to our hosted Vision server. The install should have created this default connection and you should have received an e-mail with your unique user name and password or find this on the sticker inside of the demo box. |
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2.1 Refresh sample sheets, Drill to detail; learn GL Wand functionality with provided example. |
Using Demo.xls and the instructions on the sheets spend some time experimenting and learning. |
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Evaluate GL Wand trial on your own Oracle instance |
3. Install GL Wand server component on your Oracle development database server. |
From the options form click “Mail” to send instructions and the installation script to your DBA for a release 11i system. Complete instructions including the installation for release 12 can be found in the installation guide. |
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4. Create a new connection in the GL Wand pointing at your server. |
Enter the correct connection URL and a name for your connection. Test the connection by clicking the button on the options form. |
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5. Login to your own set of books data and start building reports. |
Experience a faster connection to your server, and see your own Set of books data. Using your own user name and password logon and start building your own reports. Use the report wizard button to build a basic report you can modify. |
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Full use trial |
6. Request a full use trial key for your instance. |
While logged into your own instance, click the about box and click the “Trial Key” button, this will request a full use trial key from excel4apps.com. |
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Purchase and fully deploy GL Wand software. |
If you are thinking of buying a license, obtain a quote through an accredited distributor or directly from us. |
Visit www.excel4apps.com or request a quote in the buy section of the website. |
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Enter full use license keys into production system. |
Enter license keys to cater for production and development instances. Stop seeing the pop-up window. |
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Set profile options to control GL Wand user access and online upgrades. |
Configure profile options in “Systems Administration” responsibility to control user access and various other options. |