Give the user Local Admin rights


Most things you need are here \\itapps\apps$\Netsuite


Go to \\itapps\apps$\Netsuite\ODBC Drivers and install the 64bit Netsuite drivers



Verify the settings by opening ODBC 64bit and going to SystemDSN tab. Check the following settings match

 

Go to \\itapps\apps$\Netsuite\Installs choose the lastest version folder and then run the "Spreadsheet Server Suite.exe" as admin.


Next, through the install location, choose Other option from the drop down

Tick Spreadsheet server and Cloud connector, then install. 

If you get an excel error you need to do an online office repair and then try again


If the installer bombs out try copying the installer to the local machine. Otherwise you may need to download a more recent version from here https://download.insightsoftware.com/installation/spreadsheet-server/


Once done search for Cloud connector and open the program

Enter the info as follows


Host - internationalmotors-prod001

Port - 443




It will then prompt them to sign into Insight Software, this is different to their Netsuite account. They may have to do a password reset to get in


Once signed in it should already have the right settings in there. You can close the window once done


Run Excel, Spreadsheet Server should appear as an addin at the top and the "Ledger Selection" window should popup.

If not click on the Spreadsheet server tab and then click on Settings


Choose the network option and point it to the "Security Files" folder. 

There are a couple of different ones depending on the version installed. Just match them up

 


Settings can be imported from \\itapps\apps$\Netsuite\Installs\ - then the version you installed


In the folder there will be a "SSSettings.xml" 

Copy this and paste it to the location below on the users machine




Remove Local Admin rights


This should be it. Might have to do the below on some occasions.





In the settings menu

Select Designer GL on the left


Click Set default GL and choose NetsuiteSQLite_Prod

Click "Load Default GL Definition" password is gsi
Then click save at the bottom