Connect to the Excel Add-in

This activity describes how to connect the Excel Add-in.

Activity Steps

1. Create a Client Submittal in the Excel Add-in or Use the Excel Add-in Control Charts or Use the Excel Add-in to Download Lab Stats or Use the Excel Add-in to Download Results.

2. Click OK to reconnect.

   Note: You need to log in back to the database every time a new Microsoft Excel file is open.

   The Login to LIMS screen displays.

3. Enter your Password.

4. Click Connect.

   Note: You must enter all connection details each time you log in from a new computer or terminal.

5. To enter connection details.
   • User Name
   • Password
6. Click Options on first use to point the Add-in to the appropriate database.

   • Enter the Server Name.

   • Enter the Database.

7. Click Connect.