In series 4 of the Excel Add-in, add an authentication setting to authenticate and set the environment for your connection.

To add an authentication setting:

  1. Select the arrow under Log in > Authentication Settings.
  2. Select Add at the bottom of the Environments panel.
    A new environment displays. New environments are named Default (1)Default (2), and so on.
  3. You can enter a new name in the Name field. 
  4. Enter the connection URL for the environment.
    To check the connection URL, select Test Connection.
    Valid connections display a green checkmark . Invalid connections display a red cross .
  5. To enable Single Sign-on (SSO), toggle SSO Authentication right and enter your SSO Friendly URL in the SSO Friendly URL field.
  6. Select: 
    • Sign In.
    • OK to save the authentication settings.
    • Cancel to close the dialog and not save any changes.