Installing Velixo Tools

This product has previously been known as Velixo NX Distribution Agent

What are the Velixo Tools?

Some features of Velixo NX, most notably Report Distribution, are only available if you install a helper product called Velixo Tools. This product is a special "background agent" add-in for Microsoft Excel that does not have any user interface of its own; it only shows up in the "Add or Remove Programs" menu, as well as in the add-ins menu of Microsoft Excel.

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Velixo Tools is only available for Microsoft Windows. Mac OS and Excel Online are not supported.

Why do I need to install the Velixo Tools to use Report Distribution?

Velixo NX status pane showing the message 'This functionality requires Velixo Tools' with a link to the installation article

If you attempt to use any of Distribution-related options without having installed Velixo Tools, you will receive a notification in the Status pane mentioning "This functionality requires Velixo Tools" with a link that redirects you to this article.

The reason is that modern Office add-ins, including Velixo NX, are "sandboxed" - meaning they cannot write files to your hard disk or interact with other applications. However, such functionality is crucial in the context of Report Distribution, where the generated reports are stored at the specified locations or are sent by email using Microsoft Outlook.

Installation

Close Excel

Ensure that all instances of Excel are closed. This is necessary for Excel to activate Velixo Tools when it next starts.

Download the Velixo Tools installer program


Download Velixo Tools


Downloaded Velixo Tools installer file shown in Windows File Explorer ready to be run

Run the installer

Once you have found the file you just downloaded, open/run it to install the Velixo Tools.


Velixo Tools installer setup wizard showing the installation progress and completion screen

Using Report Distribution

Once Velixo Tools are installed, restart Excel for the new functionality to be available.

For specific Report Distribution instructions, please refer to Using Distribution Lists with Velixo NX.

Velixo Classic

The Velixo Tools are only used with Velixo NX.

If you attempt to install the tools with Velixo Classic, the following message will appear:

Velixo Tools installer warning dialog stating that Velixo Tools is not compatible with Velixo Classic and cannot be installed alongside it


If you attempt to install Velixo Classic after having installed the Velixo Tools, a similar message will be displayed:

Velixo Classic installer warning dialog stating that Velixo Classic is not compatible with Velixo Tools and cannot be installed alongside it


In this case, you will need to use the Windows Add or Remove programs feature to uninstall the Velixo Tools before you can install Velixo Classic.