Equity Compensation Planning Solutions
 
StockOpter® Download and Installation FAQ

 


I downloaded StockOpter® but can't find the file. Can you help?

To find the file using the Windows Find utility:

  1. Click Start on the Windows task bar (usually at the bottom of your screen).
  2. Point to Find and then click Files and Folders. The Find All Files dialog box displays.
  3. Type SetupStockOpter in the Named drop down box.
  4. Select C:\ in the Look In: drop down box.
  5. Click Find Now. A list of files displays.
  6. Double-click SetupSO252.exe (or SetupSO252_Demo.exe, depending on which version you downloaded) to launch the StockOpter® installation utility.

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I downloaded StockOpter® but when I tried to open it in Excel I got an error message starting with "This file is not in a recognizable format." What should I do now?

This occurs when you try to open the SetupSO252.exe or SetupSO252_Demo.exe file directly within Excel. These files enable you to install the StockOpter® application, but because they are not the StockOpter® application, they can't be opened directly within Excel.

To install StockOpter®:

  1. In Windows Explorer, open the folder in which you downloaded SetupSO252 or SetupSO252_Demo.
  2. Double-click SetupSO252 or SetupSO252_Demo and follow the prompts to complete the StockOpter® installation.
  3. Click the StockOpter® icon on your Windows desktop, or click Start on the Windows task bar, pointing to Programs, and then click StockOpter25 and then click StockOpter25 or StockOpter25 Demo. StockOpter® opens in Excel.

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Can I install StockOpter® on my network server?

StockOpter® is designed to be installed and run from your local hard drive, not from a network server. While it is technically possible to install StockOpter® on a network server, StockOpter® will not run reliably -- and may not run at all -- in such a configuration.

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I'm running Excel '97 and StockOpter® tells me I need the "SR-2 patch". Do I really need this?

StockOpter® will run without the patch, however, we urge you to obtain and install it. If you run StockOpter® without installing the patch, all features and functions will work and no error messages will be reported. However, the numbers reported by StockOpter®, (or any other Excel workbook) running under Excel '97 without the SR-2 patch may be incorrect.

The SR-2 patch is available through Microsoft's web site http://www.microsoft.com or, if your version of Excel came pre-installed on your computer, directly from your PC's manufacturer. A more specific page for SR-2 information may also be available at: http://office.microsoft.com/downloads/9798/sr2off97detail.aspx.

The source of the problem is the "auto recalc" bug within Excel '97. In certain situations, depending in part on the architecture of the workbook and the interrelationships of formulas among cells, there may be whole sections of a worksheet where formulas do not recalculate as they should when values of cells feeding into these sections change. This failure to recalculate is not visible to the user in any way (for example, in #ERROR or #VALUE messages in the affected cells), nor is there any action the user can take to force an effective recalculation (for example, pressing F9 or Alt+F9 won't fix the problem). This bug has been fixed in the SR-2 patch, along with a number of minor bugs.

Since StockOpter® is highly flexible by design, and Net Worth Strategies cannot predict what combination of ISOs, NQSOs, RSPs and Case sheets you may be creating, we urge our Excel '97 users to install the SR-2 patch so that they can have full confidence in the numbers that Excel reports.

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It looks like some labels on the wizards are cutoff on my high-resolution monitor.

On monitors with resolutions above 1024x768, you should have the system set to "small fonts."

To check your monitor settings, go to Start>Settings>Control Panel>Display Properties>Settings and look at the field called "font size." Confirm that it is set to "small fonts."

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Some of the labels are hard to read.

Be sure your system is set to high color (16-bit) or better.

To check your monitor settings, go to Start>Settings>Control Panel>Display Properties>Settings and look at the field called "color palette." Confirm that it is set to "High color (16-bit)." True color (24-bit) or True color (32-bit) are also fine.

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I work for Merrill Lynch and while StockOpter® seems to install and open just fine, I’m not seeing the StockOpter® menu items "SO Tools", "SO Views" and "SO Help". What’s going on here?

There is a known incompatibility between an in-house Merrill Lynch application named "SSW" and StockOpter®. A related program "ESW" is also under suspicion. You can check if you have these installed by looking at the Excel menu bar. If you see "SSW" or "ESW" you have them installed on your system. These two applications are set up to automatically load whenever Excel opens. The solution is keep the applications available, but not to automatically load them every time you open Excel. Doing that’s an easy, three-step process:

  1. Close all your open Excel sessions.
  2. Open Windows Explorer and, assuming a standard Excel installation, go the folder C:\Program Files\Microsoft Office\Office\XLStart
  3. In the folder, you’ll see a file named SSW32.XLA. Move that file from that directory to anywhere else on your computer. You might want to move the ESW32.XLA file as well, if it is present.

Now when you restart Excel you won’t see the "SSW" or "ESW" on your menu system, and StockOpter® will work normally. If you need to run the other applications, make sure StockOpter® is not open and then do a "File / Open" within Excel and point to where you moved the SSW32 or ESW32 files. While you won’t see a physical workbook open, you should see the "SSW" or "ESW" appear on your menu bar and you’re then ready to go!

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