Pre-requisites The environment needs to have SSL enabled.

This is because the VSTO, utilizes the Web Service operation, PT_GETDRILL. If SSL is not enabled, the VSTO will fail. Integration Broker Configuration To set up Integration Broker for using web service capability with PS/nVision DrillDown: 1) Select PeopleTools, Integration Broker, Configuration, Quick Configuration. 2) Ensure the gateway URL points to the PIA web server that is being used. a) The gateway URL should be in this form: http://webservermachine:port/PSIGW/PeopleSoftListeningConnector Client side Installation To use the VSTO, each client machine must have the VSTO add-in installed. The add-in installation files are found in PS_HOME\setup\nVisionDrill. 1) Navigate to PS_HOME\setup\nVisionDrill. 2) Run the Visual Studio 2005 SE Runtime executable, vstor.exe. 3) Once complete, run the nVisionDrillSetup.msi. This will install the necessary VSTO files to the client machine. Client side Configuration VSTO add-in Once the VSTO setup files have been installed to the client machine, the add-in must be enabled in Excel. 1) Launch Microsoft Excel. 2) Once it opens, select the Office button and navigate to Excel Options. 3) Select the 'Add-Ins' entry. 4) At the bottom of the screen, select 'Com Add-Ins' from the dropdown and select 'Go'. 5) In the resulting dialog box, select the entry for the 'nVisionDrill' and select 'Ok'. 6) The 'Add-Ins' tab should be listed in the Excel toolbar. NOTE: The VSTO add-in cannot coexist with the Drilltopia.xla add-in. If the VSTO add-in is needed, the Drilltopia add-in must be disabled and vice versa. Trusted CA Certificate In addition to the VSTO add-in, the trusted CA certificate from the environment's webserver will need to be added to the browser. On Internet Explorer: 1) Navigate to Tools - Options - Content tab and choose the Certificates button. 2) Select the Trusted Root Certification Authorities tab. 3) Select the Import button, which will load the Certificate Import Wizard. 4) Choose Next and then browse to the location of the Certificate. 5) Once selected, choose "Place all certificates in the following store", the Trusted Root Certification Authorities should be listed.

6) Select Next and then choose Finish to add the Certificate to the browser. 7) You may receive a prompt stating, "You are about to install a certificate from a certification authority (CA) claiming to represent: <Your organization> Windows cannot validate that the certificate is actually from <Your organization>. You should confirm its origin by contacting <Your organization>. Do you want to install this certificate?" Select Yes to accept. 8) Close the browser entirely and relaunch the browser. It should now have the Certificate installed. On FireFox: 1) Navigate to Tools - Options - Advanced and select the View Certificates button. 2) This will open the Certificate Manager dialog. On the Authorities tab, choose the Import button. 3) Navigate to the location of the Certificate. Once found, select it and choose Open. 4) On the resulting dialog, select the checkbox: "Trust this CA to identify web sites." and click Ok. 5) It will import the Certificate and return to the Certificate Manager dialog. Select Ok. 6) Select Ok again to close the Options dialog. 7) Close the browser entirely and reopen a new one to continue.