Run the IBM Controller Link for Microsoft Excel

After you configure the Controller database connection and COM+ Server, test your configuration settings to confirm that you can start IBM® Controller and connect to a Controller database.

You can test your IBM Controller installation and configuration on a client computer by starting IBM Controller from IBM Cognos® Connection or from a URL, and by running the IBM Controller Link for Microsoft Excel. You can test from IBM Cognos Connection only if you are using IBM Controller native authentication.

Procedure

  1. On a client computer, start Microsoft Excel.

    You must have accessed IBM Controller at least once from the client computer.

  2. From the Controller menu, click Log on.
  3. In the Select Database dialog box, select a database and click the check mark.
  4. Enter your logon credentials:
    • In the IBM Controller - Login dialog box, type the User ID, Password, Actuality, and Period, and click the check mark.

    Tip: For new databases, the default User ID is ADM and the default Password is kbs.

    From the Controller menu, the IBM Controller Link for Microsoft Excel features are available.