- #Set up network file sharing install#
- #Set up network file sharing Offline#
Click Shared Folder, and select Prophix Contributor.Īfter you receive a workflow notification email that your task is available, click the link in the email. Click ADMIN MANAGED, and select Prophix Contributor. #Set up network file sharing install#
Depending on how your administrator chose to install the add-in, do one of the following:.In Catalog URL, type or paste the previously copied UNC path (that is: \\\\):īefore you can install Contributor, your Prophix admin needs to deploy Prophix Contributor to your organization (described above).Īfter the deployment is complete, the administrator should announce that you can install it from inside your desktop Excel. Select Trust Center and click Trust Center Settings: Select the File tab and select Options.The following steps must be completed on each user’s installed version of Excel Click Share and add yourself and any users or groups who you want to have access to the add-in.Open the directory's Properties dialog and select the Sharing tab.Copy ProphixContributor.xml to the new directory.On a file server where you store your network shared files, create a directory.The following steps should be completed by someone with the appropriate permissions to create shares: Note:Use this method of deployment if you do not have Microsoft 365 or are not able to use Centralized Deployment. Set up a network share for Prophix Contributor On the Edit who has access page, select either Everyone or Specific Users/Groups, as appropriate.In the Who has access? section, click Edit.On the Centralized Deployment page, the add-in's Status shows as On. On the Centralized Deployment page, select I have the manifest file ( ProphixContributor.xml) on this device.Select Upload Add-in at the top of the page.
In the navigation menu, select Settings > Services & add-ins. At the upper-left from the app launcher icon select Admin. Sign in to Microsoft 365 as an administrator. To perform a Microsoft 365 centralized deployment: Your user's Exchange mailbox must be OAuth enabled. Your users must sign in to Microsoft 365 using their Organizational ID. Your directory must be federated to Azure Active Directory. Specifically, to use the Centralized Deployment feature the following requirements are necessary: Microsoft 365 Centralized Deployment (recommended)Ĭentralized deployment requires users have Exchange Online and active Exchange Online mailboxes. To deploy Prophix Contributor, choose one method:. (You only need to insert the domain name.) Within the section add the following line: In Excel.xml, for each URL, do the following:. During the sign-in process, record all the URLs that you access that are different than your Prophix instance URL. In a web browser, in Incognito or private browsing mode, open your Prophix instance. If your Prophix sign-in process requires using external URLs (for example, to access an identity provider for SSO or for multi-factor authentication through a service such as DUO) you need to add these domains to Excel.xml to whitelist them. Caution:Your cloud instance always uses SSL with an HTTPS endpoint. Replace each CLOUD-INSTANCE-URL placeholder with the fully-qualified domain name of your instance of Prophix. In an editor open ProphixContributor.xml. Contact Prophix Support to obtain ProphixContributor.xml (manifest file). Microsoft Office Insider/Pre-Production Semi Annual (Targeted) Channel. Prophix Contributor does not support the following: Note:Microsoft Office 2019 and Office 2016 perpetual licensed editions are not supported. Prophix Contributor supports Microsoft 365 using Monthly Enterprise Channels. Integrate workflow templates into your existing Excel workbooksįor more background, see Contributor FAQ, below. #Set up network file sharing Offline#
Save an Excel workbook to work on offline.Open Prophix workflow templates in Excel.Open and complete your Prophix Workflow Tasks in Excel.Prophix Contributor is an add-in for Microsoft Excel that allows you to participate in the Prophix budgeting process as follows:
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