February 2014
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Remove Version 7.5 from your computer
Install NSTAR Version 10
Create the model and server connections
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To uninstall Version 7.5 from your computer
go to the Control Panel and select Add or
Remove Programs
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Select SAP BusinessObjects Planning and
Consolidation for Office Client and Click
Remove.
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Click through the additional uninstall steps
until the uninstall is complete. If prompted to
restart your computer please do so.
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NSTAR Upgrade to Version 10
◦ Version 10 Computer Requirements and Installation
Instructions can be found on the Budget website on
the NSTAR page.
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You can install NSTAR Version 10 with either
Internet Explorer or Mozilla Firefox.
To use Internet Explorer first check to ensure
that the following Security settings have been
adjusted to allow for easier download and
install of the NSTAR Microsoft components
and add-ins.
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In Tools, under Internet Options, on the
Security Tab under ‘Trusted Sites’ click ‘Sites’
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To ensure the NAU domain and the NSTAR
website are in trusted websites, you will need
to type them in the box. You may need to
uncheck the “Require server verification
(https://)...” box. You can recheck the box
after they are added.
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Type in *.nau.edu and
https://pinon.nau.froot.nau.edu/sap/bpc/web
Click Add and click close. Then click close in
the Internet options box.
In the web browsers address box, type in the
new NSTAR address:
https://pinon.nau.froot.nau.edu/sap/bpc/web
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You will get a Security Box. Enter your NAU User
Name & Password.
Click OK
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The NSTAR Version 10 website will open. You
should see your name in the upper left hand
corner. Click on ‘Install EPM Add-in for
Microsoft Office’.
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Click ‘Install’ across from EPM add-in for
Microsoft Office. Click run in the download
box.
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Follow the install steps:
Click Next
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Click ‘I accept the terms in the license
agreement’ and click next.
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Fill in your name and NAU for the
Organization. Click either button for ‘Install
this application for:’ Click next
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Click ‘SAP BusinessObjects Planning and
Consolidation, version for the Microsoft
platform’. Click next.
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Click next.
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Click next.
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Click Install.
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The install will take a few minutes and status
bar will not fill. Please wait.
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This box confirms that the install was successful.
Click Finish. You have completed the install.
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Some of the verbiage has changed in Version
10. Below is a table to connect the new with
the old:
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Close Internet Explorer or Mozilla Firefox and
reopen. You will need to re-enter the pinon
web address. You should now have an option
for ‘EPM Office Add-in Excel’. Click here to
create the model and server connections.
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When you click on the link for ‘EPM Office Add-in
Excel’ a Connect to Environment box opens up. The
Production Environment for Budgeting is
A_NAU_PROD. Select A_NAU_PROD and click Connect.
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As in the previous version you will be budgeting separate Environment for
Finance and HR. You will need to create two connections. The Create
Connection box will open. Use the dropdown for the Connection Type and
choose Planning and Consolidation, version for the Microsoft platform.
Use the Server URL dropdown and choose
https://pinon.nau.froot.nau.edu/sap/bpc. Then click the Connect box.
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The Environment and Model boxes will now
populate. Choose A_NAU_PROD for the
Environment and HR for the Model and click the
‘Generate Connection Name’ button.
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The Connection manager will now show the
Connection Name for HR. Click to highlight the
connection name and Click OK.
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This will open up Excel with a Data Connection
to HR- A_NAU_PROD.
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You will want to create a connection for
Finance by using the Data Connection
dropdown and choosing ‘Select Another
Connection’.
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This will open up the Connection Manager box.
Click Create.
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The Create Connection box will open. Use the
dropdown for the Connection Type and choose
Planning and Consolidation, version for the
Microsoft platform(1).
Use the Server URL dropdown and choose
https://pinon.nau.froot.nau.edu/sap/bpc(2).
Then click the Connect box (3).
The Environment and Model boxes will now
populate. Choose A_NAU_PROD for the
Environment(4),and Finance for the Model(5)
Click the ‘Generate Connection Name’ button(6)
Click OK (7).
Use the box below as a guide.
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NSTAR users entering budgets will need a
connection for both HR and Finance. These
connections will only have to be set up once.
Once NSTAR is installed it can be accessed directly
through Excel. Open Excel and you should now
have a EPM tab.
The first box should say ‘Log On Connection’, click
the box
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In the connection box, click the square
Choose the connection
Click OK
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Click Log On
This will open up a Microsoft Excel
Spreadsheet connected to NSTAR.
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You can use the Log Off to Disconnect.
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Please view the navigation PowerPoint for NSTAR
Version 10 to locate input templates and reports for
budgeting.
If you need help please contact your Budget Analyst.