Agile Central - Excel: Step-By-Step install guide for new Excel add-in for Windows

Document ID : KB000109032
Last Modified Date : 13/02/2019
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Question:
How to install the new Excel add-in for Windows?
Answer:

Step 1
Go to: https://rally1.rallydev.com/slm/js-lib/excel-addin/get/


For Windows - follow the instructions on that page.

 

Step 2
- Download the manifest.xml file, save it in a new folder.

- Make a network share of that folder.

 



 

Step 3
- Open Excel 2016, open a new blank spreadsheet.
- Click File -> Options -> Trust Center

 

 

- Click Trust Center Settings -> Trusted Add-ins Catalogs
- Type in your Network Shared drive/path name into the Catalog URL field and

 

 

- Click Add Catalog.
- Check the "Show in menus" checkbox.
- Click OK.

 

 

Step 4 
- Restart your Excel. Open any (or new/blank) spreadsheet.
- Click the Insert menu option.
- Click the "My add-ins" button on the ribbon.
- Go to "Shared Folder" tab.

- Select your network shared drive, click Add.

 

 

 

- The new/Beta Excel add-in is showing up on your right-hand pane.