How to Establish a Proxy Connection with Excel Connect

1. In the applicable Excel file, ensure no user is currently logged into Excel Connect.

2. In any cell, enter the following function below (you will need the proxy URL, the port, and your Alpha Theory log-in credentials):

   • =SET_AUTHENTICATED_PROXY("URL","Port","Username","Password")

3. Once all of the proper arguments are passed to the function, hit ENTER. The message returned should include "Use Proxy: True" and "Use Authentication: True." This will confirm that the connection is using a proxy.

4. Next, in another cell, enter "=GET_PROXY_CONFIG()" - this will display the same proxy connection confirmation message, but allow users to delete the previous SET_AUTHENTICATED_PROXY function, which if selected, displays the authenticated user's password. This way, the password is no longer visible.

5. Once the proxy is set, click on the "Sign-In" button in the Alpha Theory ribbon, and sign-in like usual. From there, users can use Excel Connect normally.

6. To disable the proxy, enter "=DISABLE_PROXY()" into a new cell and hit ENTER. The return message should include "Use Proxy: False" and "Use Authentication: False."