Installing and configuring the Kyvos Excel Add-in

Installing and configuring the Kyvos Excel Add-in

This section details how to install and configure the Kyvos Excel Add-in.

Prerequisites

  • To use the Kyvos Excel Add-in, you must have the KyvosExcelAddin v1.msi file. To download, click here.

  • The public OIDC configuration is required to use this authentication type.
    See the section OIDC Settings for Public Client at the OIDC based external authentication for Kyvos Web Portal page.

  • Before creating a Kyvos Excel Add-in OAuth connection, add the http://localhost:9999/kyvos-oauth-callback URL to the public IDP Sign-in redirect URIs.

Installing the Kyvos Excel Add-in

To install the Kyvos Excel Add-in Installer, perform the following steps.

  1. Double-click the Kyvos Excel Addin.msi file. The Welcome to the Kyvos Excel Add-in Wizard displays.

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  2. Click Next. By default, the Kyvos Excel Add-in will install to the Kyvos Excel-Addin folder. Click Browse if you want to change the folder.

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  3. Click Next to begin the installation.

    image-20251212-110159.png
  4. Once the installation is complete, click Close to exit the installer.

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Configuring the Kyvos Excel Add-in

To configure the Kyvos Excel Add-in in Excel, perform the following steps.

  1. Right-click any menu bar item, such as View and select Customize the Ribbon.

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  2. On the Excel Options dialog box, click Add-ins.

  3. Navigate to the Manage option and select the Excel Add-in option from the list.

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  4. Click Go. The Add-ins dialog is displayed.

  5. Click Browse to select the KyvosExcelAddin64.xll file.

    image-20251212-111743.png
  6. Select the file and click Ok. The Kyvos Excel add-in will now be displayed in the Add-ins dialog box.

    image-20251212-111831.png
  7. Select the Kyvos Excel add-in, then click Ok. The add-in will appear on the Excel menu bar at the top center.

    image-20251212-111954.png

Uninstalling the Kyvos Excel Add-in

Uninstall the Kyvos Excel Add-in via the Control Panel.

  1. Navigate to the Control Panel.

  2. On the Control Panel page search for Kyvos Excel Add-in.

  3. Select the program and click Uninstall. The Kyvos Excel Add-in will be uninstalled from your system and from Excel workbook.

Next: Creating connection using Kyvos Excel Add-in

 

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