I just checked again, and my setup suddenly seems to be working (before it said “an unexpected error occurred” in the workbook selection). Still, my point holds, we need explicit documentation on how to set up connections. I descried the issue in this thread.
Getting Excel to run involved searching on Google, finding this thread , moving on to this the microsoft integration guide and then just guessing which rights should be assigned where and hope it would work (which initially it didn’t). Then weeks of no replies to my inquiries followed and finally now the error seems to have been fixed. Not exactly a polished feel to setting up an Excel connection.