TN - 1390 Using the 64 bit Excel Add-in on a Standalone System (NO Wonderware)

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Description

The InSight Excel Add-in is installed as part of Historian Client Web (formerly Insight), this means it is not installed as part of Historian Client. Historian Client Web is not something you can select during the installation. It’s actually not a client application at all, it’s the web server for the Historian and gets installed when you install the Historian software. Often the add will be used from client systems running System Platform products, however you may find a scenario where you want to use the add in from a standalone system running a compatible version of Office. You will first need to enable remote clients to use the full functionality of the add-in as outlined in this InSource Article.

Author: Mario Meza
Published: 09/15/23
Applies to: Office 2016 and above (64 bit)

Details

The first step requires adjusting some registry settings on each remote client. Without these settings, remote clients are unable to retrieve data using custom Excel functions, and can only use static retrieval. These settings are stored per-user. If a client machine is used by multiple users, each user needs to configure these settings. \

First you will need to launch the Registry Editor.

Note: BEFORE making changes to the registry you should always create a backup as outlined in this online article.

With a back up in place and the registry open, navigate the to the path highlighted below in blue.

“HKEY_CURRENT_USER\Software\Microsoft\Office\16.0\WEF\Developer\fe9ff8e2-d8d4-474a-acc1-33a8a254e4e1”

The keys highlighted in RED above do not exist by default and will need to be manually created under the WEF key.

With the both keys created you will need to add some subkeys.

Add subkeys matching the following table under the fe9ff8e2-d8d4-474a-acc1-33a8a254e4e1 key.

Once complete it should look like the following

With that in place you need to install and add the add-in.

To install the add-in open Excel and click on File > Options

In the Options window, click Trust Center.

In the right of the Excel Options dialog select Trust Center Settings...

In the Trust Center Pop up select Trusted Add-In Catalogs in the left navigation bar.

In the Trusted Catalogs Table section, in the Catalog Url box, provide a UNC path to the add-in (replace <HistorianMachine> with the name or IP of your Historian server)

\\<HistorianMachine>\InsightAddIn.

Select the Add to Catalog button and the URL is displayed in the list below.

Check the Show in Menu check box and click OK to close the Trust Center window.

Click OK at the prompt and close any further menu windows.

Restart Excel / close any open projects.

After Excel restarts, open a new workbook and click on Insert > My Add-ins.

In the Office Add-ins window, click the Shared Folder tab and select the AVEVA Historian Add-in.

Click ADD.

You should now see a new addition to the Ribbon under AVEVA Historian and a sidebar my be visible on the right-hand side of the workbook.

At this point if you can see the add-in but aren’t getting results when searching for tags check the following:

From the client machine open a browser and test if you are able to access the Historian Client Web? To check this update the following link by replacing the <HistorianMachine> name with either the hostname or ip address of your historian.

https://<HistorianMachine>:32573/

You may get a security notification...