Configuring Internet Security Options for the Excel Add-In

For the Excel add-in to work correctly, some internet security settings may need to be adjusted on your system.

To configure internet security settings for the Excel add-in:

1. Open the Internet Options/Internet Properties dialog. You can find this dialog in multiple ways:

   1. Launch Internet Explorer. From the Tools menu, select Internet Options.

   2. From the Windows Control Panel, launch Internet Options.

   3. From the Windows search bar, search for Internet Options and launch it from the search results.

2. The Internet Options/Internet Properties dialog displays. Select the Security tab, then select the Local intranet zone.

   Set the Security level for this zone slider to Medium-low for the Local intranet zone, and ensure Enable Protected Mode is not selected.

   

3. Select the Trusted sites zone.

   Set the Security level for this zone slider to Medium-low for the Trusted sites zone, and ensure Enable Protected Mode is not selected.

   

4. With the Trusted sites zone selected, click the Sites button. The Trusted sites dialog displays.

   In the Add this website to the zone field, enter your Historian server's name, formatted as http://your_server_name, then click Add.

   For example, if your Historian server is named histserv01, add http://histserv01 to the list of trusted sites.

   

5. Ensure that Require server verification (https:) for all sites in this zone is not selected, then click Close.

6. With the Trusted sites zone selected, click the Custom level... button. The Security Settings - Trusted Sites Zone dialog displays.

   

   Locate the User Authentication section, and set the Logon option to Automatic login with current user name and password, then click OK. Security configuration for the Excel add-in is complete.