Configuring a Central Point for the SEI Excel add-in with SSL

*This blog is targeted for IT administrators or Power users who know the basics of installing the Sage Enterprise Intelligence Excel (SEI) add-in and have access to the details of the SEI installation and the Secure Sockets Layer (SSL) certificate.*

Once the SEI Excel add-in has been installed, open Excel to a blank workbook.

Configuring the Central Point

1. Open a blank Excel workbook and go to the Add-ins tab.
2. Click 'Change User'.
   
3. Click the '+' button.
4. Fill out the Central Point Path, the Service Address, and the Web URL (template shown below):
   
   
   • Here's an example: if my SSL certificate was a wildcard certificate for *.mywebsite.com and sei.mywebsite.com was an alternate name and my install server was web01, the central point information would look like this:
     • Central Point Path: \\web01\SEI Central Point
     • Service Address: https://sei.mywebsite.com:4504
     • Web URL: https://sei.mywebsite.com:443
       
5. Click 'Add'.
6. Close the Log-in window for SEI.
7. Close Excel. DO NOT save the workbook.
8. Re-open Excel, using any workbook.
9. Go to the Add-ins tab.
10. Click 'Change user'.
11. Log-in using your SEI credentials.

Questions?