FileNet P8 Platform, Version 5.2              

Running the Customize Worksheet macro

The Customize Worksheet macro lets you extract only those rows that describe your environment.

Important: For support of the full range of built-in filter and macro features, use Microsoft Excel to view the Installation and Upgrade Worksheet file. You can use other spreadsheet programs to view the file; however, filter and macro support can vary. For example, in Calc from OpenOffice.Org, the column filters work as expected, but the Customize Worksheet button does not.

To run the Customize Worksheet macro:

  1. Open the Installation and Upgrade Worksheet (p8_worksheet.xls) and click the Instructions worksheet (also called a tab).
  2. Scroll down until you see the button representing the Customize Worksheet macro. Click the button.
  3. Select the components and options that describe the environment you are preparing for FileNet® P8.
    • Installation or Upgrade
    • FileNet P8 Components
    • Application Server type
    • Operating system
    • Database type
    • Directory Server type
    • Number of object stores (adds new sets of rows for creating additional data sources)
    • Name of customized sheet
  4. Click OK. The macro copies the rows that fulfill your selection criteria into a new worksheet with the name you entered. Enter the values for your environment into this new worksheet.
  5. Click the name of the new worksheet at the bottom of the Excel window. Add your preparation values into this new worksheet.
  6. Notice that the new worksheet has buttons at the top titled Show Installer View and Show Full View, depending on its state. The Show Installer View displays only those columns that you need while running installation or configuration programs.


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Last updated: October 2013
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