Installing and using X-Author for Excel requires you to install specific
managed packages (for Salesforce) or solutions (for Microsoft Dynamics) in your environment
(example: Salesforce, Microsoft Dynamics) and X-Author for Excel Add-in on your computer.
Depending on your environment, refer to the specific sections below:
Tip:
The Conga Push Upgrade is an automated tool that upgrades packages
available in your Salesforce org (Production or Sandbox) to the latest versions. In
addition, it ensures all the Conga published managed packages are on the latest versions
for the registered orgs. To register your org for push upgrade, see Registering for Conga Push Upgrade.
The following table summarizes the components required to install
and begin working with X-Author for Excel. Refer to the most recent X-Author for
Excel Release Notes for the current versions.
Component
Type
Notes
Conga X-Author for Excel (Apttus_XApps / Runtime).
Salesforce Managed Package
This package must be installed first.
Conga X-Author Designer for Excel (Apttus_XAppsDS /
Designer).
Salesforce Managed Package
The following packages are optional and may be required in
addition to the above components based on your license or
licenses.
Conga X-Author for Excel (Admin)
Salesforce Managed Package
Required for Power Admin licenses or the legacy Data
Migration product.
Conga Document Generation
Salesforce Managed Package
Required for X-Author Presto licenses. This package must
be installed first.
Conga X-Author for Excel Document Generation
Salesforce Managed Package
Required for X-Author Presto licenses.
Salesforce Package Licenses
The following table describes the minimum Salesforce package licenses required for specific X-Author roles. For detailed information on required X-Author licenses and permissions, refer to Getting Started with X-Author for Excel.
Role
Salesforce Package License
Runtime User
X-Author for Excel
Designer
X-Author for Excel, X-Author Designer for Excel
Power Admin
X-Author for Excel, X-Author Designer for Excel, X-Author for Excel (Power Admin)
Presto User
X-Author for Excel, Document Generation, X-Author for Excel Document Generation
To enable licenses in Salesforce
After you install the X-Author for Excel Salesforce packages, you must send your Org
ID to Conga. By default, when X-Author for Excel is installed, the lowest level of
license is provisioned. After Conga has upgraded functionality in your environments,
take the following steps to enable X-Author functionality according to your
license:
Log in to Salesforce.
Click on the Conga X-Author for Excel tab.
Click Refresh License.
All users connecting to X-Author for Excel are now able to use licensed
product features.
Installing X-Author for Excel in Microsoft Dynamics
X-Author for Excel is comprised of both Microsoft Dynamics managed solutions and an Excel add-in for each user.
Note:
Designers will see both the X-Author Designer and
X-Author for Excel tabs in the Excel menu. End users should
install the runtime-only add-in and they will see only the X-Author for
Excel tab.
Microsoft Dynamics Managed Solutions
The following Microsoft Dynamics managed solution must be installed:
Component
Type
Notes
XAuthorForExcelSolution_0_1
Microsoft Managed Solution
This solution must be installed first.
Note:
User must have System Administrator Role.
Installing X-Author for Excel in Apttus Omni
You must have an Apttus Omni hosted tenant and the Excel add-in for each user.
Note:
Designers will see both the X-Author Designer and
X-Author for Excel tabs in the Excel menu. End users should
install the runtime-only add-in and they will see only the X-Author for Excel
tab.
Installing the X-Author for Excel Add-in
The installation process creates a folder on your computer that contains the files required
to use both the X-Author Designer and the X-Author for
Excel tabs in Excel. Depending on the version of Windows you are using, the
folder is created either in your Program Files or Program Files (x86) directory.
For Designers, install the X-Author for Excel Add In : Designer + Runtime Microsoft Excel.
For Runtime Users, install the X-Author for Excel Add In : Runtime Only
version.
Note:
Refer to the most recent X-Author for Excel Release Notes for the
correct version of the add-in to install.
Installation Requirements
Your computer must meet the minimum requirements listed below.
Note:
The Mac OS X operating system is not supported; however, X-Author can be used on a
Mac that is running a Windows Virtual Machine in a VMWare or Parallels
environment.
Component
Requirement
Microsoft
Microsoft Excel 2010 (32 bit & 64 bit), Microsoft Excel 2013
(32 bit & 64 bit), Microsoft Excel 2016 (32 bit & 64
bit)
Microsoft
Microsoft .NET Framework 4.5
Microsoft
Microsoft Visual Studio 2010 Tools for Office Runtime
Microsoft
Microsoft Office 2010 Primary Interop Assemblies
Environment
Any environment (example: Salesforce, Microsoft Dynamics) edition
that provides API support for the objects that will be accessed
in an X-Author for Excel App.
Before you install the X-Author add-in:
You must be connected to the Internet.
You must have access to the add-in executable file.
You must have Administrator permissions on the computer being used for the
installation.
You must close all instances of Microsoft Excel.
You must have Conga provided login credentials to access the Conga Community Portal
and download packages.
Downloading the X-Author Add-in: Designer + Runtime
Log in to Salesforce.
Click on the Conga X-Author for Excel tab.
Click Download X-Author™ For Excel . This navigates you to
the Conga community portal and enter your login credentials.
Go to Resources > Install Center on the community portal.
Under My Packages, select Conga X-Author for
Excel.
In the Conga X-Author™ Enterprise Add-In: Designer + Runtime
section, select the required version and clickDownload > Confirm Download.
The executable installer is downloaded to your system.
To Install the X-Author Add-in: Designer + Runtime
Double-click the installer executable to display the InstallShield Wizard. In
rare instances, a restart of Windows may be required. Click
Yes to confirm the restart. After you log in to
Windows, the installer automatically resumes.
Click Next to start the wizard.
On the License Agreement screen, select I Accept and
click Next. If you do not accept the terms of the
agreement, X-Author will not be installed on your computer.
Click Install to begin the installation process. If
any components need to be installed for X-Author to work as expected, they will
be automatically detected as missing and installed. If components are required
but cannot be accessed through the Internet, an appropriate message will be
displayed and the installation will need to be completed after all missing
components have been manually installed.
Click Finish to close the wizard and complete the
installation.
Open Microsoft Excel.
Designers: The X-Author Designer and
X-Author for
Excel ribbon tab should be available in Excel. If the ribbon
tab is not displayed, you may need to register X-Author Designer or X-Author for Excel with Excel.
Runtime Users: The X-Author for Excel ribbon tab
should be available in Excel.
Showing Disabled X-Author Add-in Tabs
X-Author for Excel provides the utility Show. X-Author Tabs.exe to re-enable the X-Author
add-in in Microsoft Excel after errors have disabled it. This ensures that the add-in
will always be enabled when opening Excel after the utility is run. When you install
X-Author for Excel, the diagnostic utility is installed in the same directory. A
shortcut for Show X-Author Tabs.exe is also created on the
desktop.
You must have administrator rights in the system where you want to run the diagnostic
tool.
Registering the X-Author Add-in
In rare cases, the X-Author Designer or X-Author for Excel tabs are not properly
installed and, therefore, are not visible in your Microsoft Excel ribbon menu. If this
occurs, you must manually register the X-Author add-in to add it to the Excel
ribbon.
To manually register the Add-In Link
Start Excel and select File > Options to display the Excel Options
dialog.
Click Add-Ins, select COM Add-ins
from the Manage list, and click Go
Select the Apttus X-Author Designer and
X-Author for Excel check boxes and click
OK.
The add-ins are now available in the Excel ribbon. You may need to restart
Excel for the tabs to display as expected.
Registering for Conga Push Upgrade
You can register your org for Conga Upgrade Program to auto-upgrade Conga managed
packages. Conga Upgrade Program supports upgrading from the Spring '18 release or later
to the latest major release (n) or previous two major releases (n – 1 or
n – 2).
To register your org with Conga Upgrade Program for auto-upgrade
This section provides a high-level flow of the org registration process and early
feedback programs. Refer to Conga Upgrade Program documentation for a
comprehensive overview of features.
Select your Salesforce org type (Production or
Sandbox).
The Salesforce login page is displayed.
Enter your credentials and click Login.
You are redirected to the connected app called Conga Push
Upgrade CA, which prompts you to allow access to the org
information.
Click Allow.
The org registration form is displayed.
Click Set Package Access Control to set the
accessibility for Conga packages to be upgraded with Conga Upgrade
Program.
Click Submit.
The Early Feedback pop-up is displayed. In addition,
Conga sends an email notification to the system administrator on successful
registration with a list of packages (including dependent packages, if any)
handled in the upgrade process.
The early feedback program executes a test suite to check if the
customizations in your org are compatible with the upgrade. For more
information, see the Conga Automation Early Feedback
program.
Click Try Now. A Conga Automation Dashboard is
displayed with a Quick Guide pop-up. Click
Yes to go through the quick tour of the
dashboard.
Click Click to see the test to view a list of tests to
be executed for your org,
A List of Tests pop-up is displayed.
Enter your Email ID and Organization Name.
You can enter multiple email ids.
Click Trigger Welcome Email.
Conga sends a welcome email to the email ids entered in the previous
step with a list of tests performed in the early feedback program.
Click Proceed.
A Conga Services Test Automation Execution Page
is displayed.
Click the checkbox next to the Job ID and click Begin Test Execution
to run the predefined automated test suite against your org.
