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SAP BusinessObjects EPM solutions, add-in for Microsoft OfficeDocument Version: 10.0 – September 2012 - Deprecated as of Support Package 27

EPM Add-in for Microsoft Office Upgrade Guide

Content

1 About this Guide. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

2 Before Upgrading the EPM Add-in for Microsoft Office. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

3 Upgrading the EPM Add-in from SAP BusinessObjects Planning and Consolidation, version for the Microsoft Platform. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

4 Upgrading the EPM Add-in from Planning and Consolidation for SAP NetWeaver. . . . . . . . . . . . . . 6

5 Upgrading the EPM Add-in from the BI launch pad. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

2 C U S T O M E REPM Add-in for Microsoft Office Upgrade Guide

Content

1 About this Guide

This guide describes the upgrade procedure for your EPM Addi-in for Microsoft office version with the following products:

● Planning and Consolidation, version for the Microsoft Platform● Planning and Consolidation for SAP NetWeaver● SAP BusinessObjects Financial Consolidation● BI Launch Pad● SAP BusinessObjects Profitability and Cost Management

NoteTo consult all SAP BusinessObjects EPM Add-in for Microsoft Office product documentation, go to the SAP Help portal: .

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2 Before Upgrading the EPM Add-in for Microsoft Office

Before upgrading, note that information about connections and user preferences is stored in different files, which are located in \%userprofile%\AppData\Local\EPMOfficeClient\.

NoteThese files are not deleted when upgrading your version with a patch or support package, or installing a new version.

These files are:

● Connections.xml: contains the list of all the Planning and Consolidation and SAP BusinessObjects Enterprise connections.

● EPMXLClientPreference.XML: contains the user preferences (options and context values).

NoteBy default, the EPMXLClientPreference.xml and Connections.xml files are stored in C:\Users\<user>\AppData\Local\EPMOfficeClient. However, you can now add the key "ConnectionDefinitionInRoamingUserProfiles" in the FPMXLClient.config file and set the key to "true": the EPMXLClientPreference.XML and Connections.xml files will be stored in C:\Users\<user>\AppData\Roaming\EPMOfficeClient

● .oqy files: contain all the local connections you have created in the EPM add-in and are stored in the Local Connections folder.

TipThe content of the files can be exported to other machines if you want to deploy the same connections and user preferences for several users.

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Before Upgrading the EPM Add-in for Microsoft Office

3 Upgrading the EPM Add-in from SAP BusinessObjects Planning and Consolidation, version for the Microsoft Platform

Prerequisites

To update the EPM Add-in for Microsoft Office version, you must first retrieve the Support Package .zip files from SMP and upload them to the Microsoft server.

CautionDo not forget to upload the XML file as well as this file contains information on the version and whether or not the support package is mandatory.

Procedure

1. Copy the .msp and the XML files and paste them in \Websrvr\Web\BPC\Installation.

2. Open the Planning and Consolidation Server Manager.The Server Manager opens.

3. Click Options > Client Options.The Client Options opens with the SP available.

4. In the Policy menu, select the appropriate option depending on whether or not the support package is mandatory.

Option Description

Force up­date

When updates are defined as "force update", a message pops up on your local machine, prompting you to install the update. If you do not install the update, you will not be able to use the EPM add-in.The version XXX of the EPM Add-in is now available. It must be installed before you can use the EPM Add-in

Auto up­date

When updates are defined as "auto update", a message pops up every time an update is available, promting you whether you want to install it now or later."Version xxx of the EPM Add-in is now available. Do you want to install it?

User up­date

When updates are defined as "user update", if you choose the Notify me when updates are available option, a message pops up every time an update is available, promting you whether you want to install it now or later."Version xxx of the EPM Add-in is now available. Do you want to install it?You can choose to select the Do not show this message again option.

5. In the Enable menu, select Yes to activate the update.When connecting to EPM Add-in, a message opens to update the version.

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4 Upgrading the EPM Add-in from Planning and Consolidation for SAP NetWeaver

Prerequisites

To update the EPM Add-in for Microsoft Office version, you must first retrieve the Support Package .zip files from SMP and upload them to the NetWeaver server.

Procedure

1. Log on to SAP NetWeaver and execute the SE38 transaction.2. In the Program field, enter UJ0_FILE_UPLOAD click Execute (F8).

The FILE UPLOAD window opens.

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Upgrading the EPM Add-in from Planning and Consolidation for SAP NetWeaver

3. In the Option and version section, select the type of update you want to perform depending on whether or not the support package is mandatory.

Option Description

Force up­date

When updates are defined as "force update", a message pops up on your local machine, prompting you to install the update. If you do not install the update, you will not be able to use the EPM add-in.The version XXX of the EPM Add-in is now available. It must be installed before you can use the EPM Add-in

Auto up­date

When updates are defined as "auto update", a message pops up every time an update is available, promting you whether you want to install it now or later."Version xxx of the EPM Add-in is now available. Do you want to install it?

User up­date

When updates are defined as "user update", if you choose the Notify me when updates are available option, a message pops up every time an update is available, promting you whether you want to install it now or later."Version xxx of the EPM Add-in is now available. Do you want to install it?You can choose to select the Do not show this message again option.

4. In the File version field, enter the .msp version number (for example: 5.0.0.5045).5. In the Installer type field, select the Update file type.6. In the Upload section, click Browse to select the .msp file and then click Upload.

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The Enter Transport Request dialog box opens.

7. Click the New icon.The Select Request Type dialog box opens.

8. Click the Customizing Request option and validate.The Create Request dialog box opens.

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Upgrading the EPM Add-in from Planning and Consolidation for SAP NetWeaver

9. Enter a short description text and click the Save icon.10. Back in the Enter Transport Request dialog box, click the Validate icon.11. Once the transport has been created, open the Transport Management System.12. In the Import Queue of your system, select the transport you created and click Import.

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5 Upgrading the EPM Add-in from the BI launch pad

Context

There is no automatic update from the BI launch pad. You will receive a message from SAP prompting you to update your EPM Add-in for Microsoft Office version.

Procedure

1. Uninstall the EPM Add-in for Microsoft Office from the Windows control panel.2. Log in to the BI launch pad.3. In the EPM Connection Manager page, click Install the EPM add-in for Microsoft Office.4. Install the EPM Add-in as indicated in the chapter Installing EPM Add-in for Microsoft Office from the BI Launch

Pad, in the EPM Add-in for Microsoft Office Installation Guide.

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Upgrading the EPM Add-in from the BI launch pad

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