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IFS Data Migration Excel Add-in

This document describes how to install the Data Migration Excel Add-in in a computer.

Prerequisites

  • The 64-bit version of Office 2016 or a later version.

  • Excel 2016 or a later version of the Office client, if you are testing or running an Office Add-in specifically for this Office desktop clients.

office version state
office on web supported.Exception : Office on the web will not open in Internet Explorer.
Mac(ios) and Android supported.
Office 2013 Not supported.
non-subscription Office 2021 or later (Windows 10, 11) supported.
Office 2016 Perpetual (professional or higher) supported.
Office 2019 Perpetual (professional or higher) supported.
Office 2021 Perpetual (professional or higher) supported.
non-subscription Office 2013 to Office 2019 (Windows 7, 8.1, 10, 11) Not supported.
Office 365 Semi-Annual Channel (Office 365 ProPlus) supported.
office 365 mso (semi annual Enterprise) supported.

more information: https://docs.microsoft.com/en-us/office/dev/add-ins/concepts/browsers-used-by-office-web-add-ins

(combinations that has browser as Internet Explorer 11 are not supported platforms)

Installation

Data Migration Microsoft Excel Add-in can be installed in multiple ways:

  1. Go to Solution Manager >> Data Management >> Data Migration >> Excel Migration >> Generate Manifest, to Generate the Manifest of IFS Excel Add-in.

NOTE: this page is only visible to users with FND_ADMIN permission set.

2. Save the file in any name (default name: IFS Excel Add-in.xml)

  1. Upload the xml file. (IFS Excel Add-in supports both MS Excel desktop client, Sharepoint and Ondrive)

Upload as My Add-in:

Note: Following option is only visible when the user has admin privileges and in web clients.

  1. Navigate to Insert >> My Add-ins >> Upload My Add-in
  2. Upload the relevant xml file.

Upload as Shared Folder 1. Go to MS Excel, File >> Options >> Trust Center >> Trust Center Settings >> Trusted Add-in Catalogs.

  1. Add Catalog Url to the shared Manifest location.

  2. Check Show in Menu option and Save changes.

  3. Restart MS Excel application Navigate to Insert >> My Add-ins >> SHARED FOLDER the IFS Excel Add-in will be loaded.

Go to MS Excel, File >> Options >> Trust Center >> Trust Center Settings >> Trusted Add-in Catalogs.

Versioning

The version of any given Office Add-In will be as follows,

For example: 21.2.0.2

  • 21.2 - Major Release Number
  • 0 - SU Number
  • 2 - Internal Build Number

Security

When a excel migration job is created a projection will be created to expose data to the excel client. In order to access the migration job for a particular user, the projection should be assigned to a permission set where user has grants. The projection name will be created using the migration job name and appending a suffix MigjobHandling in pascal case.

eg: - Migration job = INVOICE_ITEM_TEST - Projection name = InvoiceItemTestMigjobHandling

Adding Projection to Permission Set

  1. Navigate to page Solution Manager >> Users and Permissions >> Permission Sets >> Grant Projections To Permission Sets

  2. Find and add the Excel Migration projection created to the list

  3. Next, find and add the permission set where the projection should be assigned.

    Note: a projection can be granted to multiple permission sets

  1. When finished, the created projection is granted to permission set(s) to access.

Uninstalling

  • For Office web client go to internet options and clear all cookies related to excel, clear browsing cache and refresh web client.
  • For Office desktop clients clear all contents in folder C:\Users\<username>\AppData\Local\Microsoft\Office\16.0\Wef and restart MS Excel.