Adding the Data Transfer Add-In to Microsoft Excel

Technote (troubleshooting)


Problem(Abstract)

This document explains how to add the Microsoft Excel Data Transfer add-in if the add-in is not available. This document only covers the Excel Data Transfer upload up to and including V5R4 iSeries Access for Windows.

Resolving the problem

Important Note: This document discusses Client Access for Microsoft Windows 95 and Windows NT, Client Access Express, and IBM iSeries Access products. These names essentially refer to the same product; however, the functionality and name changed over the last several releases. For the purposes of this document, the terms Client Access, Client Access Express, and iSeries Access may be used interchangeably. Where a difference is important, the version of the product is used to identify the differences.

Client Access Express, iSeries Access for Windows, and Client Access provide a Microsoft Excel add-in for data transfer that allows you to run download and upload transfer requests from 32-bit versions of Microsoft Excel (uploads starting with Client Access Express V5R1). If the add-in is not already installed, following are the instructions to install the Microsoft Excel data transfer add-in.

Note: The document does not pertain to V6R1 or V7R1 System i Access for Windows. Check the System i Access version by running cwbckver from a PC command prompt.

If using V6R1/V7R1 System i Access, refer to technote, COM-Based Microsoft Excel Data Transfer Add-In for V6R1 and Beyond . Also see this COM-Based document for installation of the 64-bit Excel data transfer add-in which is supported when using V7R1 System i Access with the latest service pack.

This document also does not pertain to Excel 2013. For the Excel 2013 support statement, refer to
technote N1019966 IBM i Access for Windows Data Transfer and Excel 2013.

If Microsoft Excel was installed on your PC before Client Access or iSeries Access, the Client Access or iSeries Access setup program will automatically install the Microsoft Excel add-in when you choose to install Data Transfer Excel Add-In support. This support is installed during a typical and full installation; however, it might not have been installed in a custom or 5250 installation. With Office 2000 Microsoft Excel, automatic installation of the Data Transfer add-in might not occur; the add-in can be done manually as demonstrated below.

Note: These instructions are also included in the Client Access or iSeries Access User's Guide, which is installed as part of Client Access or iSeries Access. In the User's Guide, select the Index tab and start typing Excel. The option Excel add-ins, installing will show up in the list.

Office 2000, 2003, and XP
1. If Client Access Express or iSeries Access is used, ensure that you installed Data Transfer Excel Add-In support when you installed Client Access Express or iSeries Access. This support is installed during a typical and full installation, but it might not have been installed in a custom or 5250 installation. This can be determined by selecting Selective Setup from the Client Access or iSeries Access group, selecting the option Ignore, I'm only going to uninstall components, expanding Data Access, expanding Data Transfer, and determining if the box is selected for Data Transfer Excel Add-in. Cancel out of the selective setup or go back and take the option to use a Source Directory and install the Data Transfer Excel Add-in.
2. Open Microsoft Excel.
3. Click Add-Ins from the Tools menu.
4. Click Browse.
5. Locate the path in which you installed Client Access Express or iSeries Access.
6. Double-click on the Shared folder.
7. Double-click on the cwbtfxla.xll file. If cwbtfxla.xll is not found, see the note at the bottom of this document.
8. Click OK.
Now you should have a check box in the Add-Ins box for Transfer Data from AS/400. This is the check box to use for adding and removing the add-in. When the add-in is selected, you will be able to click on the data transfer toolbar icon that appears on your Microsoft Excel toolbar. You can also run a data transfer request by selecting Transfer Data from AS/400 from the Data menu.

Office 2007/2010
1. When using Excel 2007, click on the Office button (the large circle at the top left of the application).
When using Excel 2010, at the top of the Excel session there should be a down arrow with a line under it. Click on the down arrow and select More Commands.
Excel 2013 is not supported with this version of the data transfer add-in. See Note above.
2. Depending on the version of Excel, the Excel Options window will open or the option should be available to click on the Excel Options button.
3. In the resulting dialog, click on Add-Ins to view the installed add-ins for Excel.
4. Near the bottom of the dialog, there is a pull-down box of items to manage. Ensure Excel Add-ins is selected, and click on the Go button.
5. In the resulting dialog, click on the Browse button.
6. Navigate to the installation path of iSeries Access (which is typically C:\Program Files\IBM\Client Access).
7. Double-click on the Shared folder.
8. Double-click on the cwbtfxla.xll file. If cwbtfxla.xll is not found, see the note at the bottom of this document.
9. Click the OK button. The toolbar buttons for the Excel Add-In should now be displayed under the Add-in tab.

Note: If cwbtfxla.xll is not found, the Data Transfer Excel Add-in option may not be installed as part of iSeries Access. This can be verified by going to Add/Remove programs in the Control Panel and selecting iSeries Access for Windows. Use the option to Change and navigate through the screens until Component Selection is found. Expand Data Access, then expand Data Transfer, and the Data Transfer Excel Add-in option will be listed. You should verify that it is installed.

Historical Number

17573616

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Document information


More support for:

IBM i
Data Access

Software version:

3.2.0, 4.4.0, 4.5.0, 5.1.0, 5.2.0, 5.3.0, 5.4.0

Operating system(s):

IBM i

Reference #:

N1019608

Modified date:

2013-04-22

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