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If English is not your preferred language...
The Systems2win Excel add-in must be installed on each user's computer
And save it where you you can find it, because there is a $25 redelivery charge if you lose yours.
If your IT Dept. 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.
If transferring to a new computer...
First deactivate the old computer.
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)
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.
Then logged in as the user,
(not using another person's Admin rights)
either run from Start menu > All Programs > Systems2win
(as shown in the picture)
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
If you get an activation error, then you need to manually activate offline
After successful activation, close and restart Excel.
Tip: It's smart to save a text file containing your License Key, and save it in the same sub-folder alongside your installation file... so that you have both if or when you need to install on another computer.
To ensure that your installation was successful, and that your computer is set up correctly
1) Open the Assessment template
In the Excel ribbon bar, select Systems2win tab > Systems2win Templates then open 2Assess.xlsx or Trial-2Assess.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.
The Systems2win menu in the Excel ribbon bar
2) If your company purchased multiple seats
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
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
organized by phase of installation
to find keywords
to find the error code
or description of any problem
you might experience
If you still can't find your solution,
request free tech support
How do I know if the Systems2win application has already been installed?
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.
Video: Which version of Excel
am I using?
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?
Error: 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'.
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.
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...
Just click "This program installed correctly"
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)
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)
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?
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
What's the difference between an upgrade and an update?
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.
At any time, you can download the latest update, to get bug fixes and improvements to the code for the Systems2win Excel add-in.
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.
How long is the trial period?
Can I request to extend the trial period?
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.
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
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.
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.
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
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
If you uninstalled without deactivating, then you might need to reinstall, then deactivate.
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?
First, you must already have the licensed version installed.
If you have the trial version installed, it will successfully activate, but you will still have the trial version.
Then in the Excel Ribbon bar, select Systems2win tab > Setup > Activate & Deactivate Systems2win
then click the button at the bottom of the window for 'Next' then select 'Activate my license online' paste your licensed Activation Key (overwriting the default trial activation key) then click the button to 'Activate'
Your licensed 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, restart Excel.
Manual Activation - Offline
If you get an error after attempting to activate online,
("Your license failed to activate")
1) you are not connected to the Internet
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 > 'Next' button > 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...
(Perhaps on another computer that has internet access)...
Obtain a Computer Bound Key, using this web page:
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:
- Manually Activate Offline following the instructions above
- Add the actiation URL to your firewall white hat list:
- Contact your IT Department to see if you need to enter proxy settings
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?
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
Where can I find my 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.)
Error: The file S2winCom.xlam could not be found (or S2winCom.sys)
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)
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
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
Error: Type mismatch
Perhaps: Type mismatch (mxlApp_workbookopen)
Somehow... the XLL got disabled.
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)
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
When we open a template — the formulas show #NAME? errors
Possibility 1) Calculations just need to be refreshed.
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.
Error: This template appears altered
This message means what it says, or...
- 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
- You might have renamed the 'Template' 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.
- In Systems2win version 11 or lower, this message might have been falsely triggered by Microsoft's 'Protected View'.
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.