Install as an End User

Install OfficeConnect on your own machine without requiring IT involvement.

Follow these steps to install OfficeConnect on your own Windows machine. You’ll need administrator rights, or IT must pre-install the prerequisites.

Prerequisites

Steps

1
Download the installer Go to Product Downloads in your Workday Adaptive Planning instance (ask your admin for the link if you don’t have it). Download OfficeConnectSetup.exe — always use the latest version.
2
Run the installer

Double-click OfficeConnectSetup.exe. If you have administrator rights on your machine, Windows will prompt you to allow the installation to run elevated — click Yes.

If you don’t have admin rights, the installer will stop and tell you to contact IT. In that case, see Install as an IT Admin.

3
Complete the setup wizard

Follow the on-screen prompts. The installer will:

  • Install any missing prerequisites (WebView2, .NET 4.8, VSTO 2010, Workday Event Log Components)
  • Install the OfficeConnect add-in for Excel, Word, and PowerPoint
4
Verify the installation

Open Microsoft Excel. You should see an OfficeConnect tab in the ribbon between the regular Excel tabs.

Open Word and PowerPoint to verify the tab also appears there.

Result

The OfficeConnect tab appears in Excel, Word, and PowerPoint. You’re ready to sign in and create your first tenant.

Troubleshooting

If the OfficeConnect tab doesn’t appear after installation, see Task Pane Not Displaying Correctly or Fix COM Registration Errors.

Next steps

→ Sign in and create your first tenant