Difference between revisions of "Installing and Activating OnePager Express for Version 7.0 (Portal)"

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(Smart Installer)
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1) The '''OPX''' installer comes in two varieties:  
 
1) The '''OPX''' installer comes in two varieties:  
  
:(1) an .EXE file for individuals to install on their desktop and
+
:a) an .EXE file for individuals to install on their desktop and
  
:(2) a .ZIP file for IT Professionals that are installing '''OPX''' into a managed network environment.  
+
:b) a .ZIP file for IT Professionals that are installing '''OPX''' into a managed network environment.  
  
 
2) The .EXE smart installer figures out the '''bitness''' of your computer (i.e., 32-bits or 64-bits) and installs the correct '''bitness''' to match your computer automatically.
 
2) The .EXE smart installer figures out the '''bitness''' of your computer (i.e., 32-bits or 64-bits) and installs the correct '''bitness''' to match your computer automatically.
Line 17: Line 17:
 
3) The .ZIP file for IT Professions and contains all installation instructions in the .ZIP file’s README.rtf file.  No further discussion on IT Professional installations is provided here.
 
3) The .ZIP file for IT Professions and contains all installation instructions in the .ZIP file’s README.rtf file.  No further discussion on IT Professional installations is provided here.
  
4) Finally, the smart installer provides you with the options to install both the '''OPX Add-in''' and '''desktop''' icon launch options or to just install the '''OPX desktop''' icon launch option only.  Regardless of which of these two options is selected, your computer still requires that Microsoft Excel be installed and available.
+
4) Finally, the smart installer provides you with the options to install both the '''OPX Add-in''' and '''desktop''' icon launch options or to just install the '''OPX desktop''' icon launch option only.   
 +
 
 +
5) Regardless of which of these two options is selected, your computer still requires that Microsoft Excel be installed and available.
  
 
===Microsoft .Net Version Requirements to Run OnePager===
 
===Microsoft .Net Version Requirements to Run OnePager===
  
5) '''OPX''' version 7.0 requires that the users have installed Microsoft .NET version 4.5 Full or later on their computer.
+
6) '''OPX''' version 7.0 requires that the users have installed Microsoft .NET version 4.5 Full or later on their computer.
  
6) OnePager displays both the required Microsoft .NET version and the Microsoft .NET version installed at the '''About''' tab on the ribbon’s '''File''' tab as shown below:
+
7) OnePager displays both the required Microsoft .NET version and the Microsoft .NET version installed at the '''About''' tab on the ribbon’s '''File''' tab as shown below:
  
 
<center>[[File:X70-2_0_1-70-(1)-07022019.png]]</center>
 
<center>[[File:X70-2_0_1-70-(1)-07022019.png]]</center>
Line 30: Line 32:
 
===OnePager Express Installation Process===
 
===OnePager Express Installation Process===
  
7) To install '''OPX''' version 7.0 locate the .EXE file from the download and double-click on the file name.  The following form may appear:
+
8) To install '''OPX''' version 7.0 locate the .EXE file from the download and double-click on the file name.  The following form may appear:
  
 
<center>[[File:X61-1_0_1-61-(9)-12042018.png]]</center>
 
<center>[[File:X61-1_0_1-61-(9)-12042018.png]]</center>
 
<center>X61-1_0_1-61-(9)-12042018.png></center>
 
<center>X61-1_0_1-61-(9)-12042018.png></center>
  
8) Click the '''Run''' button which launches the '''OPX''' installer and the following form appears:
+
9) Click the '''Run''' button which launches the '''OPX''' installer and the following form appears:
  
 
<center>[[File:X70-2_0_1-70-(1A)-07022019.png]]</center>
 
<center>[[File:X70-2_0_1-70-(1A)-07022019.png]]</center>
 
<center>X70-2_0_1-70-(1A)-07022019.png</center>
 
<center>X70-2_0_1-70-(1A)-07022019.png</center>
  
9) When you click the '''Setup''' button the installer begins the installation process and the form below appears:
+
10) When you click the '''Setup''' button the installer begins the installation process and the form below appears:
  
 
<center>[[File:X70-2_0_1-70-(2)-07022019.png]]</center>
 
<center>[[File:X70-2_0_1-70-(2)-07022019.png]]</center>
 
<center>X70-2_0_1-70-(2)-07022019.png</center>
 
<center>X70-2_0_1-70-(2)-07022019.png</center>
  
10) Clicking the '''Next&gt;''' button accesses the '''License Agreement''' form which you should read.  Then, click the '''I Agree''' button, and the '''Next&gt;''' button as shown below:
+
11) Clicking the '''Next&gt;''' button accesses the '''License Agreement''' form which you should read.   
 +
 
 +
12) Then, click the '''I Agree''' button, and the '''Next&gt;''' button as shown below:
  
 
<center>[[File:X70-2_0_1-70-(3)-07022019.png]]</center>
 
<center>[[File:X70-2_0_1-70-(3)-07022019.png]]</center>
 
<center>X70-2_0_1-70-(3)-07022019.png</center>
 
<center>X70-2_0_1-70-(3)-07022019.png</center>
  
11) After clicking the '''Next&gt;''' button on the form above, the '''OPX''' installer accesses the '''Installation Options''' form shown below:
+
13) After clicking the '''Next&gt;''' button on the form above, the '''OPX''' installer accesses the '''Installation Options''' form shown below:
  
 
<center>[[File:X70-2_0_1-70-(4)-07022019.png]]</center>
 
<center>[[File:X70-2_0_1-70-(4)-07022019.png]]</center>
Line 57: Line 61:
 
====Everyone or Just Me Selection Options====
 
====Everyone or Just Me Selection Options====
  
12) At this point you can either accept the default options or change the selections as required.
+
14) At this point you can either accept the default options or change the selections as required.
  
13) The first set of options allows you to install '''OPX''' for '''every user account''' or only for the '''user account performing the installation'''.
+
15) The first set of options allows you to install '''OPX''' for '''every user account''' or only for the '''user account performing the installation'''.
  
 
====Add-in And Desktop Application Selection Options====
 
====Add-in And Desktop Application Selection Options====
  
14) The second set of options, both of which require the presence of Microsoft Excel on your computer, allows you to install both the '''Add-in''' and '''desktop''' applications and their '''icons''' for '''OPX''' or just the '''desktop''' application and its '''icon'''.
+
16) The second set of options, both of which require the presence of Microsoft Excel on your computer, allows you to install both the '''Add-in''' and '''desktop''' applications and their '''icons''' for '''OPX''' or just the '''desktop''' application and its '''icon'''.
  
15) Selecting the '''Launch from my desktop or from Microsoft Excel''' option inserts '''OPX''' as a Microsoft Excel '''Add-in''' and place a '''OPX desktop icon''' on your desktop.  
+
17) Selecting the '''Launch from my desktop or from Microsoft Excel''' option inserts '''OPX''' as a Microsoft Excel '''Add-in''' and place a '''OPX desktop icon''' on your desktop.  
  
:a) Please note that after selecting this launch option that you only are able to launch either '''OPX Add-in''' or '''OPX desktop'''.   
+
18) Please note that after selecting this launch option that you only are able to launch either '''OPX Add-in''' or '''OPX desktop'''.   
  
:b) Only one of these applications can be active at a time.   
+
19) Only one of these applications can be active at a time.   
  
:c) If you attempt to launch both, a warning message appears as shown below:
+
20) If you attempt to launch both, a warning message appears as shown below:
  
 
<center>[[File:X70-2_0_1-70-(4A)-07022019.png]]</center>
 
<center>[[File:X70-2_0_1-70-(4A)-07022019.png]]</center>
 
<center>X70-2_0_1-70-(4A)-07022019.png</center>
 
<center>X70-2_0_1-70-(4A)-07022019.png</center>
  
16) Selecting the '''Launch from my desktop only''' option places the '''OPX desktop icon''' on your computer.  
+
21) Selecting the '''Launch from my desktop only''' option places the '''OPX desktop icon''' on your computer.  
  
17) After making your option selections click the '''Next&gt;''' button on the form above to access the '''OnePager Express Information''' form shown below:
+
22) After making your option selections click the '''Next&gt;''' button on the form above to access the '''OnePager Express Information''' form shown below:
  
 
<center>[[File:X70-2_0_1-70-(5)-07022019.png]]</center>
 
<center>[[File:X70-2_0_1-70-(5)-07022019.png]]</center>
 
<center>X70-2_0_1-70-(5)-07022019.png</center>
 
<center>X70-2_0_1-70-(5)-07022019.png</center>
  
18) At this point you can copy the contents of the '''OnePager Express Information''' form for later reference and then click the '''Next&gt;''' button.  This action accesses the '''OnePager Express Installation Complete''' form shown here:
+
23) At this point you can copy the contents of the '''OnePager Express Information''' form for later reference and then click the '''Next&gt;''' button.   
 +
 
 +
24) This action accesses the '''OnePager Express Installation Complete''' form shown here:
  
 
<center>[[File:X70-2_0_1-70-(6)-07022019.png]]</center>
 
<center>[[File:X70-2_0_1-70-(6)-07022019.png]]</center>
 
<center>X70-2_0_1-70-(6)-07022019.png</center>
 
<center>X70-2_0_1-70-(6)-07022019.png</center>
  
19) Clicking the '''Close''' button completes the installation process and you are ready to begin.
+
25) Clicking the '''Close''' button completes the installation process and you are ready to begin.
  
 
==OnePager Express Help==
 
==OnePager Express Help==

Revision as of 16:51, 22 November 2019

Installing OnePager Express Version 7.0

1) Installation of OnePager Express (OPX) for version 7.0 remains the same as previous versions. The process is repeated there for your convenience.

2) We smartened up our Installer and are offering you two installation options to launch OPX as an Add-in to Microsoft Excel and a new option to launch OPX directly from a desktop icon. (See: Getting Started with OnePager Express Desktop 3.0.2.2-61 for more some further details in the context of version 7.0)

Smart Installer

1) The OPX installer comes in two varieties:

a) an .EXE file for individuals to install on their desktop and
b) a .ZIP file for IT Professionals that are installing OPX into a managed network environment.

2) The .EXE smart installer figures out the bitness of your computer (i.e., 32-bits or 64-bits) and installs the correct bitness to match your computer automatically.

3) The .ZIP file for IT Professions and contains all installation instructions in the .ZIP file’s README.rtf file. No further discussion on IT Professional installations is provided here.

4) Finally, the smart installer provides you with the options to install both the OPX Add-in and desktop icon launch options or to just install the OPX desktop icon launch option only.

5) Regardless of which of these two options is selected, your computer still requires that Microsoft Excel be installed and available.

Microsoft .Net Version Requirements to Run OnePager

6) OPX version 7.0 requires that the users have installed Microsoft .NET version 4.5 Full or later on their computer.

7) OnePager displays both the required Microsoft .NET version and the Microsoft .NET version installed at the About tab on the ribbon’s File tab as shown below:

File:X70-2 0 1-70-(1)-07022019.png
X70-2_0_1-70-(1)-07022019.png

OnePager Express Installation Process

8) To install OPX version 7.0 locate the .EXE file from the download and double-click on the file name. The following form may appear:

X61-1 0 1-61-(9)-12042018.png
X61-1_0_1-61-(9)-12042018.png>

9) Click the Run button which launches the OPX installer and the following form appears:

X70-2 0 1-70-(1A)-07022019.png
X70-2_0_1-70-(1A)-07022019.png

10) When you click the Setup button the installer begins the installation process and the form below appears:

X70-2 0 1-70-(2)-07022019.png
X70-2_0_1-70-(2)-07022019.png

11) Clicking the Next> button accesses the License Agreement form which you should read.

12) Then, click the I Agree button, and the Next> button as shown below:

X70-2 0 1-70-(3)-07022019.png
X70-2_0_1-70-(3)-07022019.png

13) After clicking the Next> button on the form above, the OPX installer accesses the Installation Options form shown below:

X70-2 0 1-70-(4)-07022019.png
X70-2_0_1-70-(4)-07022019.png

Everyone or Just Me Selection Options

14) At this point you can either accept the default options or change the selections as required.

15) The first set of options allows you to install OPX for every user account or only for the user account performing the installation.

Add-in And Desktop Application Selection Options

16) The second set of options, both of which require the presence of Microsoft Excel on your computer, allows you to install both the Add-in and desktop applications and their icons for OPX or just the desktop application and its icon.

17) Selecting the Launch from my desktop or from Microsoft Excel option inserts OPX as a Microsoft Excel Add-in and place a OPX desktop icon on your desktop.

18) Please note that after selecting this launch option that you only are able to launch either OPX Add-in or OPX desktop.

19) Only one of these applications can be active at a time.

20) If you attempt to launch both, a warning message appears as shown below:

X70-2 0 1-70-(4A)-07022019.png
X70-2_0_1-70-(4A)-07022019.png

21) Selecting the Launch from my desktop only option places the OPX desktop icon on your computer.

22) After making your option selections click the Next> button on the form above to access the OnePager Express Information form shown below:

X70-2 0 1-70-(5)-07022019.png
X70-2_0_1-70-(5)-07022019.png

23) At this point you can copy the contents of the OnePager Express Information form for later reference and then click the Next> button.

24) This action accesses the OnePager Express Installation Complete form shown here:

X70-2 0 1-70-(6)-07022019.png
X70-2_0_1-70-(6)-07022019.png

25) Clicking the Close button completes the installation process and you are ready to begin.

OnePager Express Help

OnePager Express Tutorial

1) The first time you launch Microsoft Excel a Getting Started Tutorial form appears as shown below. You can take the tutorial or close it so that you can take the tutorial at another time. The Getting Started Tutorial form continues to appear each time you launch Microsoft Excel until you check the Do not show this tutorial at start up checkbox.

X70-2 0 1-70-(7)-07022019.png
X70-2_0_1-70-(7)-07022019.png

2) The Getting Started Tutorial does not automatically appear when you launch OPX from the desktop icon.

3) To get to the tutorial after the OnePager Start form appears, click the Help button in the upper right corner of the form and click the Tutorial button as shown below:

X70-2 0 1-70-(8)-07022019.png
X70-2_0_1-70-(8)-07022019.png

Getting Help

4) When you click the Help button on the OnePager Start form, the OnePager Express Help form is accessed with its seven (7) button selection options as shown below:

File:X70-2 0 1-70-(9)-07022019.png
X70-2_0_1-70-(9)-07022019.png

5) In addition to the Tutorial button you can access other helpful information by clicking on Short Videos, Quick-Start Guide, User's Guide, OnePager Wiki, or the Blog button.

6) If you encounter any issues during or after your installation of OPX, please contact us at support@onepager.com or go to the following link: Getting Support and Contacting Chronicle Graphics. 30.0.1-61

Get Standard License

7) The Get Standard License button accesses the OnePager Express license form which you can use to access your OnePager software license from Chronicle Graphics, Inc.

a) The OnePager Express license form is shown below:
X70-2 0 1-70-(10)-07022019.png
X70-2_0_1-70-(10)-07022019.png
b) For complete details on accessing your OnePager Express license please see the article at: Activating Your OnePager Express License 2.6.1-61.

Temporarily Disabling and Re-enabling OnePager Express

1) OnePager Express can be temporarily disabled as an add-in to Microsoft Excel and later re-enabled as an add-in to Microsoft Excel to resume its role.

2) Instructions for temporarily disabling and re-enabling OnePager Express for Microsoft Excel are found in this article: Temporarily Disabling and Re-enabling OnePager Express 2.5.1-61.

Uninstalling OnePager Express

If you find it necessary to uninstall OnePager Express, please see this article for instructions: Uninstalling OnePager Express 2.4.1-61.

Related Links

Uninstalling OnePager Express 2.4.1-61

Temporarily Disabling and Re-enabling OnePager Express 2.5.1-61

Activating Your OnePager Express License 2.6.1-61

Getting Support and Contacting Chronicle Graphics 30.0.1-70

(2.0.2-70)