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Installation

ReportsDNA is an Excel AddIn. Installing ReportsDNA is a 3-step process

Download and Extract ReportsDNA
Install the ReportsDNA Add-In
End User License and Activation

Download and Extract ReportsDNA

Step	Action
1	Close Microsoft Excel and Microsoft Outlook.
2	Download ReportsDNA from here.
3	Double-click the ReportsDNA.exe file to begin the installation. In the WinZip Self-Extractor dialog, click the OK button.
4	In the WinZip Self-Extractor dialog, click the Unzip button. This will install ReportsDNA in the default folder c:\Program Files\ReportsDNA.
5	Click the OK button.
6	ReportsDNA has now been installed. Additional instructions may appear in a Word document.

Upgrading ReportsDNA

If you already had ReportsDNA installed and you extracted the new version to the same location as the old version then you many skip to the End User License Agreement. Proceed with the following steps if this is the first time you are installing ReportsDNA or you extracted the new version to a location that is different then your current version.

Install the ReportsDNA Add-In (first-time installation or an upgrade where the new ReportsDNA was saved to a new location).

Step	Excel 2002/2003	Excel 2007
1	Open Microsoft Excel	Open Microsoft Excel
2	Open a blank workbook if one is not already open File \| New \| Blank workbook	Open a blank workbook if one is not already open Office Button \| New \| Blank Workbook
3	In the menu, click Tools \| Addin	Office Button \| Excel Options \| Addins \| Manage Excel Addins Go Button
4	Click the Browse button and navigate to the folder where you extracted ReportsDNA. The default location is c:\Program Files\ReportsDNA Click on ReportsDNA and then click the OK button. Click the Yes button if prompted with the following warning.	same as Excel 2002
5	ReportsDNA will now appear in the Add-Ins dialog window with its checkbox checked. Click the OK button to close the Add-Ins dialog.

End User License and Activation

The following steps are the same for all versions of Excel.

Step	Excel 2002/2003
1	To continue the installation you must agree to the End User License Agreement. Click the appropriate option and hit the Continue button. Note: The default option is I DO NOT agree. You must change the option to continue the installation.
2	Registration / Activation. If you have a license, follow the Purchased steps. If you do not have a license you may start or continue your trial evaluation or abort the the installation. Purchased Click the purchased checkbox (1), enter the Key (2) and click Continue (6). Trial To begin a trial period click the trial checkbox (4) and click Continue (6) Abort Installation Click the Cancel button (5)
3	ReportsDNA will now install its email component. Warning: ReportsDNA will overwrite your VBAProject.OTM file after making a backup if you click the OK button. Click Cancel if you have written your own Outlook macros - this is not typical. You will not be able to use ReportsDNA email features. All others may click the Ok button. If you are upgrading or if you have written Outlook macros then you may see the warning below: ReportsDNA will overwrite your Outlook macro project after making a backup. Click OK to accept or Cancel if you do not wish to install the email component.
4	ReportsDNA will appear at the far right of Excel’s menu bar in versions prior to Excel 2007. In Excel 2007 it will be visible after you click the Addins menu item. The ReportZilla Toolbar will also be visible. Versions prior to Excel 2007 Excel 2007 ReportsDNA Toolbar
5	Open Outlook to initialize the email component. Take the following actions if you see the dialog below: Click the checkbox labeled Always trust macros from this publisher. Click the Enable Macros button. The ReportsDNA Email Component is installed automatically when you install ReportsDNA. See Manually Installing the Email Component if you receive an error message when trying to send an email.

Manually Installing the Email Component

The ReportsDNA Email Component is installed automatically when you install ReportsDNA. This step is only required if you receive an error message when trying to send an email.

Step Action

1
In Excel, click on New/Edit Report in the ReportsDNA toolbar.

2
Click the Advanced Features tab.

3
Click the Install Email Comp. button.

Note: This button will work only if the following requirements are met:

The VBAProject.OTM file included in the ReportsDNA zip file is located in the same directory where ReportsDNA is installed. The installation directory can be determined by looking at ReportsDNA's About tab.

Your current version of Outlook does not already have a file labeled VBAProject.OTM in the path specified in the About tab next to Correct Location of Outlook Component.

Note: The component can be installed manually by copying the VBAProject.OTM file included in the ReportsDNA zip file to the location specified in in the About tab next to Correct Location of Outlook Component.

4
Open Outlook to initialize the email component.