Initial installation for each user's computer
You must first install the Systems2win Excel Add-in before using your Systems2win templates
Before Installing
- Know which version and Service Pack of Excel you are using
Excel 2013 - File > Account > About Excel
Excel 2010 - File > Help > About Microsoft Excel
Excel 2007 - Office button > Resources > About Microsoft Office Excel
Excel 2003 or lower - Help > About Microsoft Excel
- Ensure that your computer meets System requirements
Windows version of Office 2002, 2003, 2007, 2010, or 2013 32-bit
- If installing for another user - (perhaps you are the IT person?)
Follow the special instructions for how to install on behalf of another user
Important: To install Systems2win, you must logged in as the user,
(you cannot use Run As Administrator),
and the user must have Administrative privileges (even if granted temporarily) - If this is an upgrade...
You don't need to uninstall before installing your upgrade.
If upgrading from a lease to a full license, first deactivate before installing your upgrade.
If moving to a new computer, first deactivate the old computer,
and you cannot use migration software. You must do a normal install. - If installing multiple users...
Your leaders should have already completed all of the instructions in the Multi-User Setup Checklist
(so that everything is ready for each of your users to do a simple double-click installation)
Installation Instructions
- If the date of your installation file is between July 2 and August 17, 2012,
and you are using Windows 7, 8, or Vista...There was a bug in the Nalpeiron DLL during this time period, so you must either:
1) Download the latest trial (if using a trial version), or...
2) Follow these special instructions
- Read your Systems2winInstallReadMe file (Licensed version only - not Trial)
Your ReadMe might contain unique instructions personalized by your IT Department.
- Close all applications
All instances of Word, Excel, Outlook, and License Manger must be closed
- Double-click your Systems2winInstall exe or Lease or Trial exe file
Follow additional instructions
* if installing on behalf of another user
* if installing on Windows 7, 8, or Vista
* if this is a lease
Test
Open one file, and perform one test within it,
with help for anything that might go wrong along the way
If additional troubleshooting is needed, see the Installation FAQ's in the next section below
The
Systems2win menu - in Excel 2010
- Open your Systems2win Portal
In Excel, open the Templates -Systems2win Portal menu item at the top of the list in your Systems2win menu
See picture of Systems2win menu >>>
If your portal cannot be found,
then your IT Department needs to complete
the Multi-User Setup Checklist - Open the 2LearnExcel template
from the home page of your PortalScroll down to find it.
If this is the first Systems2win template you've ever opened, you will want to read the instructions for
How to Find and Open your Systems2win templatesIf your browser does not give you the option to open a file immediately after downloading it,
then you need to set up your browser to easily download files.If you get an activation error, then you need to manually activate. (Tip: Trial does not need to activate)
- Save your working document
When using Excel 2007 or higher - it is important to save your documents in any format other than .xlsx -
which strips all macros.You can save your test working document anywhere, and name it anything.
When you are working with real-life working documents, (hopefully soon),
you will want to follow the Document Storage and Naming Conventions defined by your team. - Click the button to Open to Help worksheet
If the button doesn't work, then either:
a) You need to enable macros, or...
b) You incorrectly saved your document in .xlsx format (see above), or...
c) You might need to reinstall - first rebooting your computer to make certain that all other applications are closed
- Open the Start worksheet within the 2LearnExcel template,
and use the drop-down list to choose a response to the first question.If a #Name? error appears in the Learning Validation column,
then see the video for how to manually enable Automation Add-ins
Once you have successfully completed these tests,
you can be confident that everything is set up correctly,
and you are now ready to watch the QuickStart trainingvideos,
and complete the 2LearnExcel self-paced learning (that you have already started).
Once you have completed that initial training,
you will have learned everything you need - so that you don't get stuck
using ANY of the 150+ templates for process improvement.
Welcome to Systems2win - where our mission is to help you
continuously improve your tools for continuous improvement
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Extra Credit Setup Tips for Excel 2007 or higher
for Excel 2003 or lower
Any version of Excel
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Bookmark = FAQ
Installation FAQsorganized by phase of installation |
Search Tip: Use Ctrl+F to find keywords |
Download installation files - FAQs
FAQ: My email or browser won't allow me to download an exe file.
If your IT Dept has prevented you from downloading an exe file, then respect their desire to download and install for you. Just be sure that they follow the special instructions for how to install on behalf of another user.
FAQ: How do I know if the Systems2win application has already been installed?
If you see the Systems2win menu (in either Word or Excel), then the Systems2win add-in has been installed.
(It might still need to be activated... or it might be disabled... which have solutions below)
FAQ: Systems2win has not been installed on this computer. What do I do?
Either download the free trial version - which only works with trial (not licensed) templates, or
contact your IT Department to obtain and install your licensed installation file
(that starts with "Systems2winInstall" and ends with "exe" and comes with a second file called Systems2winInstallReadMe.doc)
Bookmark = installation
Installation - FAQs
FAQ: How can I know which Version and Service Pack of Excel I am using?
Excel 2013 - File > Account > About Excel
Excel 2010 - File > Help > About Microsoft Excel
Excel 2007 - Office button > Resources > About Microsoft Office Excel
Excel 2003 or lower - Help > About Microsoft Excel
FAQ: What are system requirements?
Bookmark = where
FAQ: Where is the Systems2win installation folder?
You have the choice to install the Systems2win application in any folder that you choose.
By default, the folder where Systems2win is usually installed is C:\Program Files\zSystems2win
In 64-bit operating systems (like Windows 7 64-bit), it is usually C:\Program Files (x86)\zSystems2win
In older versions of Windows Vista, the application installation folder might be C:\zSystems2win
FAQ: Where and how do we set up our portal - perhaps on a shared server?.
Advanced set up, and personalization (for your IT Department and advanced users)
Bookmark = close
FAQ: I get the error: "You must close both Excel and Word before running the Systems2win Application installation."
If both Word and Excel appear to be closed, then there is probably a background instance running.
Be sure that Outlook is also closed (because Outlook often launches a background instance of Word).
Then CTRL+ALT+Delete > Task Manager > Processes tab
to End Task any instances of excel.exe or winword.exe
Bookmark = password
FAQ: It is asking for a password.
No password is needed for installation - unless your IT Department has added password restrictions to install any exe file. Then you need to have your IT Department install on behalf of another user.
Most Systems2win templates are unprotected.
Others are protected with no password - so all you need to do is unprotect the worksheet.
The only templates that are protected with a password are the VSM-PowerTool and VSM-SupplyChain,
and those should remain protected so that you don't accidentally mess up formulas.
FAQ: My computer won't allow me to install an exe file.
You need to have your IT Department install on behalf of another user.
Bookmark = UAC
FAQ: After installing the Systems2win addin, Excel and Word hang and won't start up,
or
I get an error message that starts with: "Excel experienced a serious problem with the 'systems2win com add-in for Excel' add-in. "
The date of your installation file is probably between July 2 and August 17, 2012 -
which is when our third party piracy protection software provider - Nalpeiron - released a bug in their DLL,
which requires User Account Control to be disabled.If you are installing a trial version - then download the latest trial installation file,
and install it (following the instructions at the top of this page).Even after successful re-installation, the Systems2win add-in will still remain disabled, until you do the following:
1) File (or Office Button) > Excel Options button > Addins > choose Disabled Addins from the Manage: dropdown list next to the Go button, then click the Go button. If Systems2win appears in the list, select it, then click the Enable button
and then...
2) File (or Office Button) > Excel Options > Add-ins > Manage: COM Add-ins (Go) and check the checkbox to reenable the Systems2win add-in. Then restart Excel.
If you have an installation file for the licensed version... (dated between July 2 and Aug 17, 2012)...
then follow the instructions to disable User Account Control.
Then reboot. Then install Systems2win again (following the above instructions).
If you want to turn User Account Control back on - then download the latest free update - and install it over top of your licensed installation. (You don't need to uninstall first)
Bookmark = TemplatesFolder
FAQ: I get the error: "The local Microsoft Office Templates folder could not be found. Setup will now exit."
Possibility 1) Your IT Department did not properly follow instructions to install on behalf of another user
Possibility 2) You are attempting to install on a computer that does not have Microsoft Office installed.
Possibility 3) You are attempting to install an older installation file on a computer with a newer version of Office than your installation file supports. (perhaps your computer has Office 2010, which was not yet supported the last time you purchased or upgraded your Systems2win installation file). Solution: Either upgrade, or contact Systems2win for tech support.
FAQ: I get the error: "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.
If the problem persists, then contact us to re-upload your file.
Bookmark = multiple
FAQ: How do we install multiple users on a single computer?
After the first user has installed and Activated as usual...
Each additional user can re-install the Systems2win application while logged on under their User Profile (without the need to Activate again)
Bookmark = uninstall
FAQ: How to uninstall?
Instructions to uninstall
For licensed version v6 or higher, deactivate before uninstalling -
to free up your License Code to be available for installation on another computer.
Bookmark = deactivate
FAQ: How to deactivate?
Systems2win menu > Setup and Upgrade > Activate or Deactivate Systems2win > Internet Deactivate
or follow the instructions to Export Certificate or Manually move licenseIf your Systems2win menu is not available - you can also get to the same 'License Manager' screen by double-clicking the LicenseManager.exe file in the folder where you installed Systems2win.
Faster installation for a large number of users
FAQ: We have a lot of users. Is there anything we can do to make multiple installations faster and easier?
Yes. Tips for faster installation of a large number of users
Bookmark = upgrade
Upgrades
FAQ: Any tips for upgrades?
Your IT Department should be sure to complete every line item within the Multi-User Setup Checklist
Instructions for your IT Department to upgrade your S2winPortal
Bookmark = activate
License Code Activation - FAQs
Activation is only required for the licensed version - not the trial version
FAQ: How can we manually activate our license?
Normally - activation happens automatically when you install. You don't need to do anything.
If you get an error saying that you must activate your copy of Systems2win -
then here are the instructions for how to manually activate...Option 1) Simply click the Activate button
The first thing to try is to make sure that you are connected to the Internet, and then
Excel > Systems2win menu > Setup and Upgrade > Activate Systems2win > click the Activate button
After successful activation, close and restart Excel.
Option 2) Manually activate using the self-serve web site
If Option 1 doesn't work,
then your IT Department has probably blocked your ability to activate the easy way.Request your IT Department to please set up your firewall to allow easy activation (see the firewall FAQ below) -
and you can follow these instructions to get activated immediately
(even without your IT Department's help)
Excel > Systems2win menu > Setup and Upgrade > Activate or Deactivate Systems2win > Import Certificate (the padlock icon) (or Phone/Email License in the old version) > then click the blue link to Activation Page
(which is the same as going directly to www.internetactivation.com),
where you can generate an Activation Certificate or Unlock Key by copying and pasting:
- The 18-digit License Code
found at Excel > Systems2win menu > Setup and Upgrade > Activate or Deactivate Systems2win > Internet Activate
and your License Code can also be found in your Systems2winInstallReadMe file,
or the email that originally delivered your templates.- The 32-or-12-digit Installation ID for the specific computer that you are activating
found at Excel > Systems2win menu > Setup and Upgrade > Activate or Deactivate Systems2win > Import Certificate (or Phone/Email License in the old version)It will generate a long Activation Certificate number, which you copy & paste into the License Manager Activation Certificate or Unlocking Key field, and then click the Import Certificate button (or Install License button in the old version).
After successful activation, close and restart Excel.
Option 3) Request manual license code from Systems2win
If Option 2 doesn't work, then something odd is wrong -
and you will need to request Systems2win's assistance.Send email to info@systems2win.com requesting Unlock Code
Copy & paste into your email the 32-or-12-digit Installation ID found at Excel > Systems2win menu > Setup and Upgrade > Activate or Deactivate Systems2win > Import Certificate
(or Phone/Email License in the old version)Systems2win will email you back the long Unlock Code that you copy & paste on the same screen where you found your Installation ID
After successful activation, close and restart Excel.
Bookmark = lease
FAQ: How to activate the License Code for a lease?
Copy the License Code from the Digital Product email that is sent a few minutes after completing your order for a lease product.
Excel > Systems2win menu > Setup and Upgrade > Activate Systems2win > paste your License Code > click the Activate button
After successful activation, close and restart Excel.
FAQ: We get the error "That License Number has already been used"
Possiblity 1) You have used all of your license codes.
Possibility 2) You are experiencing a piracy protection software bug.
Either way - contact Systems2win tech support for assistance.
Bookmarks = firewall or proxy
FAQ: Our firewall prevents activation of the
license code
perhaps giving a "SOAP" or "Socket error"
message,
which means that the activation server cannot be contacted,
or an unknown error, which might indicate the presence of a proxy server
Things to try:
- Add the following IP address to your firewall white hat list: 209.162.184.76
which is the IP address for http://www.internetactivation.com- Manually Activate
- Contact your IT Department to see if you need to enter proxy settings
FAQ: How can I get past our company's proxy server?
Enter your Proxy Settings in Systems2win menu > Setup & Upgrade> Activate & Deactivate > Help > Advanced tab
FAQ: If none of the above suggestions work, what else can we try?
Contact Systems2win tech support, who might advise you to download some special files.
FAQ: Error: BIN001
You need to re-install Systems2win when you upgrade to a full license from a lease.
You can't just enter the new license code.
FAQ: I installed my upgrade to a full license, but still get the error that my lease period has expired.
You didn't deactivate before installing. Deactivate now, then activate using your new license code.
Bookmark = sync
Sync
FAQ: How do I sync the personalized templates on our server to my local laptop?
How to sync the templates on your local PC with your company's master portal
(so that everyone is always using the same version master templates).
FAQ: When I try to sync, I get the error "Your Office Templates path could not be located".
Ask your IT person to re-install -
this time following the instructions for how to install on behalf of another user.
(you do not need to uninstall before reinstalling)In the mean time, you can still use your templates -
by opening them through your portal. (see alternative ways to open your templates)
FAQ: When I try to sync, I get an "unable to sync" error
Solution 1) Your IT Deparment may have chosen a Portal Setup Choice that doesn't support Sync.
Solution 2) Sync setup might not have been set up correctly
Solution 3) For versions older than January 15, 2009 - for Sync to work - the user must have write permissions to write to the folder where the Systems2win application is installed
Bookmark = after
After Installation and Activation - FAQs
FAQ: Where can I find my Systems2win templates?
FAQ: How can I know how many days are remaining in my lease period?
Look at the very bottom of the window Systems2win menu > About Systems2win templates
FAQ: I get the error message: "The file S2winCom.sys could not be found". (or similar)
Possibility 1) You are double-clicking a link from your portal.
To open any type of document from any HTML page, you need to right-click > Save Target As (or Save File As in Firefox) - as instructed in How to find and open your Systems2win templates
Possibility 2) 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.
Possibility 3) The Systems2win add-in might have become disabled. (See the FAQ below)
FAQ: When I click a button, nothing happens.
Possibility 1) The Systems2win Application needs to be installed. (see instructions at the top of this page)
Possibility 2) Macros need to be enabled.
Possibility 3) Your workbook has been (incorrectly) saved in .xlsx format (which strips all macros).
Possibility 4) The Systems2win add-in might have become disabled. (See the FAQ below)
Bookmark = menuDisappeared
FAQ: Our Systems2win menu disappeared in Excel (and the Systems2win menu may or may not also be missing in Word)...
1) Restart Excel. If this does not bring back the Systems2win menu, then try...
2) See if the Systems2win add-in is in Excel's Disabled Items list, and if so, then simply enable it there.
Help > About Microsoft Excel > Disabled Items
Excel 2007+: File (or Office Button) > Excel Options button > Addins > choose Disabled Addins from the dropdown list
If Systems2win appears in the list, select it, then click the Enable buttonAnd then you still might need to also follow the next instructions to finish re-enabling.
3) Ensure that the checkbox for the COM Add-in has not been unchecked.
If so, then click the checkbox to re-enable it:Office 2000-2003 - In the COM Add-ins dropdown menu in your Excel or Word toolbar - check the box to reenable the Systems2win add-in. Then restart Excel.
Office 2007+: File (or Office Button) > Excel Options > Add-ins > Manage: COM Add-ins (Go) and check the checkbox to reenable the Systems2win add-in. Then restart Excel.
Learn more about how to enable and disable Excel add-ins.
4) Perhaps your IT Department did not properly follow the instructions for how to install on behalf of another user.
FAQ: When I select Systems2win menu > Templates - User's Local Computer, I can't find my templates.
(Trial templates should be in the General 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 IT Department chose a Portal Setup Option such as intranet or SharePoint -
that does not support the Systems2win Sync utility.Solution 1) Open your templates using the first menu option Templates - Systems2win Portal
Solution 2) Get your IT Department to set you up to allow Sync
(assuming that they followed our advice and installed your portal in a way that allows it)Possibility 2) Your Administrator installed your templates while logged in under a different user name.
Solution 1) Reinstall following the special instructions to install on behalf of another user.
Solution 2) For licensed installations only...
Logged in as yourself:Excel > Systems2win menu > Setup and Upgrade > Change Path to S2winPortal > then browse to select the folder path (which should be provided by your IT Dept in your Systems2winReadMe file)
then Systems2win menu > Setup and Upgrade > Sync Local Templates with Masters in our S2winPortalPossibility 3) 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 2010 installed. Or you installed Office 2007+, and later uninstalled it to go back to 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 "VSM--Trial.xls".
All of your trial templates will be in that same folder, and 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.
Possibility 4) 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 install your Systems2win templates on your shared server, in the folder where they redirected everyone.
Bookmark = name
FAQ: When we open a template - the formulas show #NAME? errors..
Possibility 1) Calculations just need to be refreshed.
Solution: Ctrl+Shift+Alt+F9
Possibility 2) Your file was saved in .xlsx format (which strips all macros)
Solution: Open the original blank template, and save it in any of the other Excel file formats (that don't strip macros)
Possibility 3) The Systems2win application is not installed.
Solution: Install the Systems2win application. (Following the instructions at the top of this page.)
Possibility 4) Excel somehow got set for manual calculation
Solution: Tools > Options > Calculation > Automatic
Excel 2007+: File or Office button > Excel Options > Formulas > Workbook calculation > AutomaticPossibility 5) The Systems2win automation add-ins somehow became disabled.
Solution: Manually enable the automation add-ins.
Bookmark = altered
FAQ: I get the error message "This template appears to have been intentionally altered"
If it locked the workbook, then this message means what it says.
If the workbook was not locked, then this message is being falsely triggered by the "Protected View" bug.
See solution.
Bookmark = VBAfix
FAQ: I get a dialog that starts with "Macros must be enabled..." even though macros have been enabled,
and then I get an error message something like "Excel has experienced a problem and must be shut down".
This only happens in the (thankfully rare) situation that your installation of VBA (Visual Basic for Applications) has somehow become damaged.
Temporary fix:
Contact Systems2win to get the VBA password.
Download and install the free Excel Utilities at http://www.appspro.com/Utilities/Utilities.htm.
Excel > Utilities > Open Addin > select the file to open.
ALT+F11 to open VBA.
In the Project window, double-click your desired file, and enter the VBA password.
Debug > Compile VBAProject
File > Save
You can now use your file, but bookmark these instructions, because the problem will keep happening until you fix the root problem.
Root problem fix:
Systems2win is an Excel add-in, and relies entirely upon having a foundational bug-free installation of Microsoft Office. The root problem is that the VBA portion of your Office installation has somehow become corrupted.
Simply running Detect & Repair from your Control Panel won't fix this. Even a complete uninstall and reinstall of Office won't fix this, because VBA is a shared component, and won't be uninstalled.
You need to :
- Completely uninstall Office
- Manually delete the folder C:\Program Files (x86)\Common Files\microsoft shared\VBA
- Reinstall Office
- Apply all Office updates (using Windows Update)
- Reinstall your add-ins (including Systems2win and the Excel Utilities)
FAQ: I get the error message "Get service update from publisher"
The Nalpeiron nlssrv32.dll has become disabled (probably by your IT Department).
Solution: Download and run the Nalpeiron Service Repair Utility.
FAQ: I get a dialog regarding a discarded digital signature
Don't worry about it. This is normal and okay. See understanding digital signatures
FAQ: We are unable to use Windows Remote Desktop
The single-user version does not allow Windows Remote Desktop.
Solution: Purchase a license for multiple seats.
Also see:
Trial FAQ's
Known Issues
Add-in & Portal Home Page