Installation

To install VisualBots for Excel, download the Installer program that is available on our download web page, run the file, and follow the on-screen instructions.

Software Requirements

Excel Macro Security for Excel 2000, 2002, and 2003

In order to use the VisualBots simulator and Helper Add-in you may need to modify your Excel macro security settings :

  1. Open Excel.
  2. Click on Tools > Macro > Security from the worksheet menu bar.
  3. Select "Medium" on the "Security Level" tab.
  4. Click on the "Trusted Publishers" tab.
  5. Check the "Trust all installed add-ins and templates" option.
  6. For XP versions of Excel, check the "Trust access to Visual Basic Project" option.
  7. Close and reopen Excel with the new settings.

Warning: Making the above changes to the Excel security level can put your computer at additional risk. You should only make these changes if you understand and accept these risks and if you have installed anti-virus protection software.

Excel Macro Security for Excel 2007 or Later

In order to use the VisualBots simulator and Helper Add-in you may need to modify your Excel macro security settings :

  1. Open Excel.
  2. Click on Office Button> Excel Options> Trust Center > Trust Center Settings.
  3. Select "Macros Settings" tab.
  4. Click on the "Disable all macros with notification" option under Macro Settings.
  5. Check the "Trust access to VBA project object model" option under Developer Macro settings.
  6. Select "ActiveX Settings" tab.
  7. Click on the "Prompt me before enabling all controls with minimal restrictions" option.
  8. Check the "Safe mode" option.
  9. Click OK, close Excel, and reopen Excel with the new settings.

Warning: Making the above changes to the Excel security level can put your computer at additional risk. You should only make these changes if you understand and accept these risks and if you have installed anti-virus protection software.

Uninstalling

There are two ways to safely remove VisualBots for Excel from your computer:
  1. Select Start > All Programs > VisualBots for Excel > Uninstall VisualBots for Excel. The uninstaller program will remove the software from your computer.
  2. Select Start > Settings > Control Panel > Add/Remove Programs. Select the VisualBots for Excel from the list of programs. Click Change/Remove. The uninstaller program will remove the software from you computer.