Excel Service Workflow for MOSS 2007 Enterprise in a Nutshell

I won’t get into much detail with the actual code and working in the VS 2008 GUI. I will simplify the process. Diving right into things I’ve identified three phases in setting up a workbook to make use of Excel Services in MOSS 2007.

The three phases are the Build Phase, the Register Phase, and the Execute Phase. You’re not going to find these phases referenced in any book. I’m helping break down things into bite size chucks.

In each phase there are sequential steps.

The Build Phase

>>>Build Tool: Visual Studio 2008
[Most current development tool for .NET 3.5, next to Notepad]

>>>Create project solution in C# [You can do VB.NET if you like] to be used as a managed Excel Services User Defined Function (aka UDF)

>>>Refer to Excel Services UDF Framework; Include Signature; Save signature to bindebug folder

>>>Build project to create UDF DLL

The Register Phase

>>>Deploy the UDF DLL to designated MOSS UDF folder

>>>Register UDF DLL to MOSS Shared Services and identify trusted UDF folder location

>>>Restart IIS to update MOSS [I simply did it through the command line]

The Execute Phase

>>>Create an Excel 2007 workbook [Must be 2007, not 2003]

>>>Reference registered UDF methods from workbook using Name Manager from the Formulas tab

>>>Publish workbook to trusted UDF folder location to for Excel to connect to MOSS UDF library

>>>Published workbook references any UDFs using MOSS UDF library

That’s all there is…I may have left out some details, but in a nutshell that’s really the whole process [the trick is to not make any mistakes and following this order to the ‘T’]

I’ll break this down further this weekend in case the only reference material you have is this tech blog and MSDN.

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I am a technologist with a strong background in software engineering. I have many interests. My current distractions are 70s-80s-90s music [it's a very eclectic collection], ontology, information architecture, mobile device technology, medical bioinformatics, artificial intelligence, and nanorobotics.

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