Training & Support for your Systems2win templates

 

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Installation

The Systems2win Excel add-in must be installed on each user's computer

Before Installing

  1. Ensure that your computer meets System requirements
  2. If transferring to a new computer...

    First deactivate the old computer.

  3. If installing multiple users...

    Your Systems2win Leaders should have already completed the Multi-User Setup Checklist
    (so that everything is ready for each of your users to follow these user installation instructions)

Reach your goal

If your IT Department won't allow you to install the trial...

Install the trial on your home computer

and then once you are convinced of the value
that these templates will bring to your work,

enlist the support of a manager with sufficient political juice
to persuade your IT Department to support you.

Because in the end, your performance evaluation is based on YOUR performance.

Installation Instructions

Step 1) Double-click

Close Excel, then double-click your Systems2winInstall exe or Trial exe file

then come back to finish these instructions after running the installation exe file

Step 2) Special situations

A) If a window appears that asks you to enter an Administrator user name and password

Then enter the Administrator user name and password provided by your IT Department,
and accept all the defaults to finish running the installation file.

Finish Install file

Then logged in as the user; (not using another person's Admin rights),

Run Systems2win-Finish-Install.xlsm

either from Start menu > All Programs > Systems2win >>>>>
or download here

B) If this is an upgrade

The installer will tell you whether you need to first uninstall the old version.

If this user might need to use a legacy working document v10 or lower...

then determine if you should also install the Legacy Compatibility Installer for this user.

C) If you need to activate your (purchased) license

You do NOT need to activate if you are installing a trial version,
or if your company owns a site license for unlimited users.

If you need to activate... then...

Copy the Activation Key from the email that you received after completing your order.

Excel ribbon bar > Systems2win tab > Setup > Activate & Deactivate Systems2win
paste your Activation Key > click button to Activate

After successful activation, close and restart Excel.

If you get an activation error, then you need to manually activate offline

Step 3) Test

To ensure that your installation was successful, and that your computer is set up correctly

Systems2win menu > Systems2win Templates

The Systems2win menu in the Excel ribbon bar

1) Open the Assessment template

In the Excel ribbon bar, select
Systems2win tab > Systems2win Templates
then open Assess.xlsx or Trial-Assess.xlsx

If the Systems2win menu isn't there,
then see the FAQ for what might have gone wrong.

If you get an activation error, then you need to activate.

2) If you are installing the licensed version (not the trial)

Sync Now

What does Sync do?

Attempt to Sync Now

Excel ribbon bar > Systems2win tab > Setup > Sync Now

You will see one of these dialogs. Either is OK:

1) Instantly, you might get a dialog that says:

"Sync is not required" or "Sync is not currently supported."

2) In a few seconds or minutes, you might get a dialog that says:

"Portal synchronization successful".

If your portal cannot be found,

then your IT Department needs to complete the Multi-User Setup Checklist

Once you have completed installation and testing, you are now ready to...

Learn How to Use Your New Tools

Video: How to Find
Help & Training

  1. Complete the QuickStart Initial Training

    to quickly learn the few foundational things you will need
    to use ANY of your 150+ templates for process improvement

  2. Complete the New User Training

    Either or both:

    1) Live instructor-led webinar — free every month

    2) Online videos and learning exercises — anytime, anywhere

Welcome to Systems2win — where our mission is
to help you continuously improve your tools for continuous improvement


 
 

Bookmark = FAQ

 

Installation FAQ's

organized by phase of installation

 

 

Search

Use CTRL+F
to find keywords

to find the error code
or description of any problem
you might experience

 

headset woman

If you still can't find your solution,
request free tech support

Bookmark = download

Download installation files — FAQ's

How do I know if the Systems2win application has already been installed?

Systems2win menu

When you open Excel...

in the Ribbon Bar
(near the top of the window) >>>>>

if you see the Systems2win tab,
then the Systems2win add-in has been installed.

Systems2win has not been installed on this computer. What do I do?

Either download the free trial version —
which works only with trial (not licensed) templates;

or contact your IT Department to obtain and install your licensed installation file

(that starts with "Systems2winInstall", ends with the file extension .EXE)

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 they follow the special instructions for how to install on behalf of another user.

Bookmark = installation

Video Help

Video: Which version of Excel
am I using?

Installation — FAQ's

How can I know which Version and Service Pack of Excel
I am using?

Excel 2013 or 2016 – File > Account > About Excel

Excel 2010 – File > Help > About Microsoft Excel

Excel 2007 – Office button > Excel Options > Resources>
                     About Microsoft Office Excel

What are system requirements?

See System requirements

Bookmark = protected

Error: Windows protected your PC

Windows protected your PC

"Windows SmartScreen prevented an unrecognized app from starting. Running this app might put your PC at risk."

This is yet another way for Microsoft to "protect" (annoy?) their users, starting with Windows 8.

Do not click the OK button.
Instead, click the tiny 'More info' link,
which will open a window where you can click 'Run Anyway'.

Bookmark = password

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.

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 = close

Error: You must close Excel before running the Systems2win Application installation

If Excel appears to be closed, then there is probably a background instance running.

Then CTRL+ALT+DELETE > Task Manager > More Details > Processes tab
to End Task any instances of Excel.exe

Error: Not a valid Win32 application

or Error: Could not initialize installation.
File size expected = <a number>, file size returned = <a smaller number>

The EXE installation file was only partially downloaded.

Solution = download the file again.

If that doesn't work, then the problem must have been a partial upload — so contact Systems2win to re-upload the file.

Dialog: This program might not have installed correctly

If you get this dialog message...

Dialog

Just click "This program installed correctly"

 

 

Bookmark = where

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 (x86)\zSystems2win\

In 32-bit operating systems: C:\Program Files\zSystems2win\

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 = multiple

How do we install multiple users on a single computer?

After the first user has installed and Activated as usual...
Each additional user can run Systems2win-Finish-Install.xlsm
(without the need to install or activate again)

Faster installation
for a large number of users

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

Any tips for installing upgrades?

Your Systems2win Leaders should complete every line item within the Multi-User Setup Checklist

Instructions for your IT Department to upgrade your S2winPortal

Tips for faster installation of a large number of users

What's the difference between an upgrade and an update?

Purchased Upgrade

Each time that you renew Annual Maintenance or purchase an upgrade,
you receive new installation files with the latest templates,
containing all of the new features that have been added since the last time that you purchased or upgraded.

Free Update

At any time, you can download the latest update,
to get bug fixes and improvements to the code for the Systems2win Excel add-in.

Bookmark = trial

Trial FAQ's

How can I get the trial version?

As a free gift when you sign up for our newsletter, you get a dozen free trial templates,
and another dozen free templates that you can use for the rest of your career.

I own a license for some Systems2win templates. Can I download & use the latest trials?

Yes. Licensed users (version 15 and higher) can download and install the latest trial and shareware templates at any time,

How to find & open your trial templates installed overtop of your licensed version.

Owners of version 14 or lower must install on a PC that does not have v15 or higher installed,
or upgrade, or contact us to request a new Activation Key.

How long is the trial period?

60 days.

Can I request to extend the trial period?

Yes. Once.

Request to extend trial period

I just installed a new trial, and the trial period has already expired.

Possibility 1) The system clock is faulty

Possibility 2) Your computer already had a Systems2win trial installed at some time in the past

Solutions:

Option 1) Install your new trial on a different computer

Option 2) Submit a request to extend your trial period

Option 3) Test drive the full licensed version with a 30-day money back guarantee

How can I recover data from my trial template after we purchase?

You can send your expired trial document to Systems2win, who will extend the trial period long enough for you to transcribe your data to a new working document created from your new licensed template.

So if you're planning to create an elaborate trial document, you're better off taking advantage of our 30-day money back guarantee, so that you are starting with a licensed template, rather than a trial.

I am a student. How can I extend the trial period for a working document?

Contact us with a credit card for $25 to add time to the trial period for your working document.

You will then email us your document, and we will email it back with the extra time added.

How can we try the language translation features?

The trial templates come with Spanish language translation,
which you can play with to get the idea for how translations works for any other language.

Bookmark = uninstall

Uninstall

How to uninstall?

IF you are uninstalling a licensed (not trial) version,
AND your license is for a limited number of seats, (not a site license for unlimited users),
AND you will NOT be re-installing on the same computer,

THEN before uninstalling, deactivate
to free up your Activation Key to be available for installation on another computer.

If you have Administrator permissions, simply use...

Control Panel > Programs and Features

to uninstall 'Systems2win Application'

(and 'Systems2win Legacy' if that is also installed)

If you do not have Administrator permissions, then...

1) Run RemoveSilent.exe
(logged in as the user that has Systems2win installed - not using a different Administrator account)

You can find this file in the folder where Systems2win is installed
(usually c:\Program Files (x86)\zSystemswin\ )

Or you can download this zip file: silent-remove.zip
then extract the zipped files, and then run RemoveSilent.exe (logged in as the user)

2) Run the regular uninstall (using an Administrator password)

Control Panel > Programs and Features

If you use an Administrator password to uninstall without also running RemoveSilent.exe,
then whenever you open Excel, you will get the error: The file S2winCom.xlam could not be found

Solution: Excel > File tab > Options > Add-ins > click the Go button
then uncheck Systems2win and Systems2winXLL

Bookmark = deactivate

How to deactivate?

Systems2win menu > Setup > Activate & Deactivate Systems2win > Next > Deactivate my license

Version 14 or lower: Systems2win menu > Setup > Activate & Deactivate Systems2win > Internet Deactivate

Bookmark = activate

Activation — FAQ's

Who needs to activate?

You do NOT need to activate if you are installing a trial version,
or if your company owns a site license for unlimited users.

You only need to activate if you own a license for a limited number of seats.

How to activate online?

Excel ribbon bar > Systems2win tab > Setup > Activate & Deactivate Systems2win
paste your Activation Key > click the button to Activate

Your Activation Key can be found in the email that delivered your installation files,
and if you own more than 1 seat, it can also be found in your Systems2winInstallReadMe file.

After successful activation, close and restart Excel.

Then finish installation, and test to verify installation success.

Bookmark = offline

Manual Activation - Offline

If you get an error after attempting to activate online,

activation failed

("Your license failed to activate")

 

then either:

1) you are not connected to the Internet, or

2) your firewall is or proxy server is blocking you from activating the easy way.

 

The good news is...

Even without IT support,
you can still activate offline
by following these instructions...

 

Version 15 or higher...

On the computer that you want to activate...

(the one that either has no internet access, or is being blocked by a firewall)

Excel Ribbon bar > Systems2win tab > Setup > Activate & Deactivate Systems2win > Activate Offline 

Paste your Activation Key

The default Activation Key is for the trial version.

You need to replace that Trial Activation Key with your own Activation Key,
which can be found in the email that delivered your installation files,
and if you own more than 1 seat, it can also be found in your Systems2winInstallReadMe file.

Copy or write down the Computer ID (that you will need for the next step)

Then using your web browser...

Offline Activation

(Perhaps on another computer that has internet access)...

Obtain a Computer Bound Key, using this web page:

http://tinyurl.com/s2win9

We have requested Soraco to improve the intuitiveness of this screen, but (for now), here are the instructions:

Paste your Activation Key into the Activation Key field.

Enter your Computer ID.

Click the 'Activate' button,

which will not Activate the computer that you are currently on; it will generate a Computer Bound Key in the third field (which currently has no label).

Copy that Computer Bound Key to a temporary text file.

On the computer that you want to activate...

Paste the Computer Bound Key from your temporary text file,
then click the button to Activate.

After successful activation, close and restart Excel,

and then pick up where you left off with the standard instructions for installation and testing.

Version 14 or lower...

Follow the version 14 instructions to manually activate

Error: That Activation Key has already been used

or something similar to "license already used", "That License Number has already been used"

Possibility 1) You have used all of your available activations.

Possibility 2) You are experiencing an issue with the copy protection software.
Contact Systems2win for assistance.

Bookmarks = firewall or proxy

Our firewall prevents activation of the Activation Key

perhaps with 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:

How to get past our company's proxy server?

Enter your Proxy Settings:

Excel > Systems2win tab > Setup > Activate & Deactivate > Next button > Activate > Proxy Settings

Or version 14 and lower: Excel > Systems2win tab > Setup > Activate & Deactivate > Help > Advanced tab

If none of the above suggestions work, what else can we try?

Request support

Bookmark = sync

Sync

How to sync

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).

When I try to sync, I get an "unable to sync" error

Solution 1) Your IT Department may have chosen a Portal Setup Choice that doesn't support Sync.

Solution 2) Sync setup might not have been set up correctly

Bookmark = after

After Installation and Activation — FAQ's

Where can I find my Systems2win templates?

How to find and open your Systems2win templates

Error: You do not appear to have a valid license for this template

You are attempting to open a licensed template with a version of Systems2win that does not support that template.

Perhaps you never installed your licensed installation file?

(It won't work to simply activate a trial version with an Activation Key. You need to install the licensed version.)

Bookmark = xlamerr

Error: The file S2winCom.xlam could not be found (or S2winCom.sys)

xlam not found

Possibility 1) 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 2) You didn't finish the steps to uninstall without administrator permissions

Solution: Follow the instructions for uninstall

Possibility 3) You are double-clicking a link from your portal (using an old browser).

Solution: To open any type of document from any HTML page, you need to follow the instructions for
How to find and open your Systems2win templates

Possibility 4) The Systems2win add-in might have become disabled. (See the FAQ below)

 

Bookmark = menuDisappeared

Our Systems2win menu disappeared in Excel

and/or Error: "Your trial period has expired" (when you own the licensed version)

Other possible search terms: Systems2win is missing, can't find...

1) Restart Excel.

If this does not bring back the Systems2win menu, then...

2) Perhaps you installed using another user's Administrator password

Disabled Items

and you have not yet finished the steps for
installation using Run As Administrator

3) Perhaps the Systems2win add-in is in Excel's Disabled Items list

File (or Office Button) > Options > Addins >

in the Manage dropdown list,
select Disabled Items, then click the Go button

If Systems2win appears in the list,
select it, then click the Enable button

Then restart Excel.

If you are using Systems2win version 11 or lower,

see instructions for the old version

Bookmark = mismatch

Add ins

Error: Type mismatch

Perhaps: Type mismatch (mxlApp_workbookopen)

Somehow... the XLL got disabled.

Solution:

Excel > File > Options > Addins
click the Go,,, button
check the box for Systems2winXLL

Or it might be in the Disabled Items:

(See the FAQ above)

Bookmark = legacy

I am using version 12 or higher, and can't open a template version 10 or lower

For simple templates, you can use Systems2win menu > Setup > Open a Legacy Document

but complex templates will have #NAME errors until you install the Legacy Compatibility Installer

or migrate your data.

Bookmark = name

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) The Systems2win application is not installed.

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

Possibility 3) Your .xls or .xlsm 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)

Note: This solution is relevent only for legacy templates version 12 and lower,
because new templates no longer have macros, and are always in .xlsx format

Possibility 4) Excel somehow got set for manual calculation

Solution: File or Office button > Options > Formulas > Workbook calculation > Automatic

Possibility 5) You are using a legacy template, (version 10 or lower),
and the Systems2win automation add-ins somehow became disabled.

Solution: Manually enable the automation add-ins.

Bookmark = altered

Error: This template appears altered

This message means what it says, or...

  1. There might be an illegal character in the document filename.

    For example, your document file name might include a non-letter or non-number character,
    such as the apostrophe single quote mark (' ), or some other character which, while allowed by Windows,
    might cause problems with Excel.

    Learn more about recommended Document Storage and File Naming Conventions

  2. You might have renamed the 'Template' sheet Open a Blank Sheet

    The 'Template' sheet is intended to remain hidden.
    It is the sheet that gets copied when you click the button to 'Open a Blank Sheet'.

    If you unhide the 'Template' sheet, and rename it, you will get this error.

    Solution: Email us your workbook. We will retore it back to a usable state,
    but you will no longer be able to use the 'Open a Blank Sheet' button on that workbook.

  3. In Systems2win version 11 or lower,
    this message might have been falsely triggered by Microsoft's 'Protected View'.

    See solution.

I still can't find the solution to my problem

If you have used CTRL+F to search for the error code or other description of the problem,
and you still can't find the solution,
then that's why we offer free technical support.

Your success is important to us, too.

Also see:
 Known Issues for different versions of Excel
Old and Rare FAQs
Add-in & Portal Home Page