TABLE OF CONTENTS

Oracle Smart View for Office - Installation and Configuration Guide
Documentation Accessibility

Documentation Feedback

Copyright Page

Welcome to Smart View Installation and Configuration

Installing Smart View

- Installation Guidelines

- Installing from Oracle Technology Network or My Oracle Support

- Installing by Autodeployment in EPM System

- Server Setup

- Client Installation

- Installing from EPM Workspace

- Workspace Setup

- Client Installation

- Installing from Oracle BI EE

- Configuring the Oracle BI EE Analytics Home Page

- Installing from the Oracle BI EE Analytics Home Page

- Running Silent Installations

- Downloading Help for Local or Web Server Installation

Administering Extension Installations and Updates

- About Extension Installations and Updates

- Configuring Manual Extension Updates

- Manual Update XML Defined

- Manual Update XML Example

- Configuring Auto-Update Extensions

- Auto-Update XML Defined

- Auto-Update XML Example

Accessing Shared Connections from an XML File

- About Accessing Shared Connections from an XML File

- Setting Up the Shared Connections XML File

- Connection File Syntax and Example

- Connection File Syntax

- Connection File Example

Installing and Configuring Help Locally or on a Web Server

- About Installing Help Locally or on a Web Server

- Setting Up Help Locally or on a Web Server

- Optional Local Help Configuration via the Shared Connections XML File

Tips and Troubleshooting

- Diagnostics Tools

- Installation and Languages

- Error When First Launching Excel After Installing Smart View

- Internet Explorer Compatibility View Settings for Financial Reporting

- Working with Custom HTML-based Login Forms

- Browser Settings When Working with XML Files on HTTP Server

- Flickering Issues on Office 2013 32-bit and 64-bit

- Disable Window Transitions (DisableWindowTransitionsOnAddinTaskPanes)

- Disable Office Animations (DisableAnimations)

- Extension Options Dialog Box

- Memory Usage Considerations for Smart View with Excel 32-bit and 64-bit

- Smart View HTTP Session Timeout

Limitations

- General

- Essbase

- Planning

- Financial Management

- Reporting and Analysis

- FDM

- Enterprise Performance Reporting

Documentation Accessibility

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Oracle® Smart View for Office

Release 11.1.2.5.500

Installation and Configuration Guide

Copyright © 2004, 2015, Oracle and/or its affiliates. All rights reserved.

Authors: EPM Information Development Team

This software and related documentation are provided under a license agreement containing restrictions on use and disclosure and are protected by intellectual property laws. Except as expressly permitted in your license agreement or allowed by law, you may not use, copy, reproduce, translate, broadcast, modify, license, transmit, distribute, exhibit, perform, publish, or display any part, in any form, or by any means. Reverse engineering, disassembly, or decompilation of this software, unless required by law for interoperability, is prohibited.

The information contained herein is subject to change without notice and is not warranted to be error-free. If you find any errors, please report them to us in writing.

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Welcome to Smart View Installation and Configuration

This help includes topics on these subjects:

- Installing Oracle Smart View for Office

- Administering extensions

- Configuring shared connections in an XML file

- Configuring locally-installed help

- Troubleshooting tips

- Limitations

To find information in this help, click Contents or Search in the left frame.

Installing Smart View

In This Section:

Installation Guidelines

Installing from Oracle Technology Network or My Oracle Support

Installing by Autodeployment in EPM System

Installing from EPM Workspace

Installing from Oracle BI EE

Running Silent Installations

Downloading Help for Local or Web Server Installation

Smart View uses a single installer for 64-bit and 32-bit versions of Microsoft Office, starting with release 11.1.2.5.

Note:

The installer is automatically displayed in the xml:lang uage set in the Format field of the Windows Region and Language dialog box in the Control Panel.

Late-breaking information about the Smart View installation is provided in the Oracle Smart View for Office Readme . You should thoroughly review this chapter along with the information in the readme before installing Smart View.

Late-breaking information about the installation of Oracle Enterprise Performance Management System products is provided in the Oracle Enterprise Performance Management System Installation and Configuration Readme . Review this information thoroughly before installing Oracle Enterprise Performance Management System products.

Installation Guidelines

The guidelines in this topic should be considered when you install the Smart View client.

Starting with the 11.1.2.5.400 release, you can install Smart View as a System user or as a non-admin user.

Windows User Access Control (UAC) settings can affect Smart View installation. For information on setting UAC, see the Microsoft Windows documentation.

Also, see the " Installation " section in " Known Issues " in the Oracle Smart View for Office Readme for information on installation issues.

Table 1. Installation Guidelines for System, Admin, and Non-Admin Users

Installation Context

Scenario

UAC-Enabled

Result

System user

SmartView.exe is launched by the Windows scheduler or PsExec

Not applicable

Smart View is installed on the machine level

Administrator

The user runs SmartView.exe with the " Run as Administrator " command or from an elevated command prompt

Depending on the UAC level, the user may need to go through the UAC UI sequence

Smart View is installed on the machine level.

Non-admin user

The user installing Smart View may or may not be a member of the Administrators group

Note:

Not supported on Windows 8 or Windows server platforms.

No UAC interaction is expected

Smart View is installed on the current users level; other users will not be able to run Smart View

Notes:

- This scenario is not supported: A user installs Smart View, and then, on the same machine, another user tries to install Smart View in the same location as the previous installation.

- After non-admin installations, launching Office applications with Smart View content from Internet Explorer will fail in protected mode.

- Upgrade in mixed installation context is not supported. For example, upgrading the previously-installed per-machine installation with a per-user one is not supported (Error 1925).

Installing from Oracle Technology Network or My Oracle Support

To install Smart View directly from Oracle Technology Network (OTN) or My Oracle Support (MOS):

1. Before you begin, close all Microsoft Office applications.

2. Download the Smart View zip file from either OTN or MOS:

- From OTN:

http://www.oracle.com/technetwork/middleware/smart-view-for-office/overview/index.html

- From MOS:

https://support.oracle.com/epmos/faces/MosIndex.jspx

3. Unzip the file to a temporary location.

4. Double-click SmartView.exe to start the installation wizard.

5. Select a destination folder for Smart View, and then click OK .

For new installations, Smart View is installed by default in:

C:\Oracle\SmartView

If you are upgrading an existing installation of Smart View, the installer defaults to the folder where Smart View was previously installed.

6. When installation is complete, click OK .

The Smart View ribbon is displayed the next time you open Microsoft Excel, PowerPoint, or Word.

Installing by Autodeployment in EPM System

These instructions are for upgrading from Smart View 11.1.2.1. x and later only. If you are upgrading from Smart View 11.1.2.0.x or earlier, use the autodeployment instructions provided in the documentation for the specific release.

Server Setup

To set up the server environment for autodeployment of Smart View:

1. Enable autodeployment for your data provider as follows.

- Oracle Essbase: Choose a method:

- Use Administration Services Console (if available).

a. Connect to the Provider Server, select Edit , then Properties , then Client Deployment .

b. Choose either Force Smart View client to upgrade or Warn Smart View client to upgrade .

c. Select the Apply Smart View client to upgrade check box, and then click Apply .

- Update essbase.properties as follows:

a. Navigate to EPM_ORACLE_INSTANCE\bin\essbase.properties .

b. Set either or both of these properties to true:

smartview.webservice.autodeploy.force=true
smartview.webservice.autodeploy.warn=true

- Oracle Hyperion Planning:

a. Select Administration , then Manage Properties , and then System Properties .

b. Set these properties:

SMART_VIEW_FORCE_INSTALL=true
SMART_VIEW_DISPLAY_WARNING=true

- Oracle Hyperion Financial Management: In the Financial Management Web Server Configuration Utility for Smart View, select Always force client to upgrade .

- Oracle Hyperion Reporting and Analysis: Autodeployment is automatic.

2. Make backup copies of your current SmartView.exe and version.xml before deploying the replacement files.

3. Download the Smart View zip file from either OTN or MOS, as described in step 2 in Installing from Oracle Technology Network or My Oracle Support .

4. Unzip the downloaded file to a temporary location.

5. Copy SmartView.exe and version.xml to the location of the Oracle Hyperion Enterprise Performance Management Workspace installation, typically:

C:\Oracle\Middleware\EPMSystem11R1\common\epmstatic\wspace\SmartView

This is the epmstatic location specific to Smart View.

6. Depending on which version of Smart View your users are upgrading from , perform either Option A OR Option B .

- Option A (Upgrading from 11.1.2.1. x , 11.1.2.2. x , or 11.1.2.3. x )

If your users are upgrading from an installed Smart View version of 11.1.2.1. x , 11.1.2.2. x , or 11.1.2.3. x , open the version.xml file in the epmstatic location specific to Smart View (see step 5 ), and edit the value in the installFile tag to point to the location of the Smart View executable file ( step 5 ) as follows:

<installFile>
/epmstatic/wspace/SmartView/SmartView.exe
</installFile>

- Option B (Upgrading from 11.1.2.5.000 or Later)

If your users are upgrading from an installed Smart View version 11.1.2.5.000 or later , choose only one of the following options and perform the tasks described:

- OTN Option

Do not modify the version.xml file in the epmstatic location specific to Smart View ( step 5 ).

Your users will automatically be directed to the Smart View page on OTN, where they can download the installation zip file to their own machines, unzip the contents, and run the installer.

- " epmstatic " Option

Open the version.xml file in the epmstatic location specific to Smart View (see step 5 ) and edit the value in the installFile tag to point to the location of the Smart View executable file ( step 5 ) as follows:

<installFile>
/epmstatic/wspace/SmartView/SmartView.exe
</installFile>

- Web App Server Option

Post the SmartView.exe file to a web app server in your environment, and then modify the version.xml file to point to the fully-qualified URL.

a. Copy only the SmartView.exe to the web app server where you will be hosting the file.

b. Open the version.xml file in the epmstatic location specific to Smart View (see step 5 ), and edit the value in the installFile tag to point to the fully-qualified URL where you are hosting the Smart View executable file (see step a ); for example:

<installFile>
http://
webServerHost
:
webServerPort
/
pathToSmartViewExe
/SmartView.exe
</installFile>

Your Smart View users can now proceed with Client Installation .

Client Installation

In the previous section, Server Setup , if you chose the OTN Option in step 6 , Option B , then your users will be directed to OTN for the Smart View download. In that case, your users should follow the instructions for OTN download and installation in Installing from Oracle Technology Network or My Oracle Support .

If you did not choose the epmstatic Option or Web App Server Option in step 6 , Option B , then complete the following procedure.

To install the Smart View client:

1. In Smart View, select Panel .

2. Connect to a data source in one of the following ways:

- Through a shared connection

- Through a private connection with the following URL:

- Essbase: http://<server>:19000/aps/SmartView

- Planning: http://<server>:19000/HyperionPlanning/SmartView

- Financial Management: http://<server>:19000/hfmofficeprovider/hfmofficeprovider.aspx

- Reporting and Analysis: http://<server>:19000/raframework/browse/listxml

Note:

If you are using Reporting and Analysis release 11.1.2.1.000 or earlier, Smart View autodeployment will not work (10233672, 12870087).

3. When the message "New Smart View client version available" is displayed, select Click here to Install .

4. In the Internet Explorer browser that launches, in File Download , select Run .

Note:

Internet Explorer will launch even if Firefox is your default browser.

5. If a Microsoft Excel security warning is displayed, select Run .

6. When prompted, confirm the upgrade; click Yes .

7. The installation wizard is displayed; click OK .

The installer is automatically displayed in the xml:lang uage set in the Format field of the Windows Region and Language dialog box in the Control Panel.

8. If prompted, close all open Microsoft Office applications, and then click OK .

9. In the installation wizard, click OK and follow the prompts to install Smart View.

10. When installation is complete, click OK .

The Smart View ribbon is displayed the next time you open Microsoft Excel, PowerPoint, or Word.

11. Open Excel.

12. On the Smart View ribbon, select the arrow next to Help , and then select About .

13. Verify the new version of Smart View.

Installing from EPM Workspace

Subtopics

- Workspace Setup

- Client Installation

Workspace Setup

To set up the Workspace environment for the updated Smart View installer:

1. Make backup copies of your current SmartView.exe and version.xml before deploying the replacement files.

2. Download the Smart View zip file from either OTN or MOS, as described in step 2 in Installing from Oracle Technology Network or My Oracle Support .

3. Unzip the downloaded file to a temporary location.

4. Copy SmartView.exe and version.xml to the location of the EPM Workspace installation, typically:

C:\Oracle\Middleware\EPMSystem11R1\common\epmstatic\wspace\SmartView

Client Installation

To install Smart View from EPM Workspace:

1. In EPM Workspace, select Tools , then Install , and then Smart View .

2. In File Download , select Run .

3. If a Microsoft Excel security warning is displayed, select Run .

4. Select a destination folder for Smart View, and then click OK .

For new installations, Smart View is installed by default in:

C:\Oracle\SmartView

If you are upgrading an existing installation of Smart View, the installer defaults to the folder where Smart View was previously installed.

5. When installation is complete, click OK .

The Smart View ribbon is displayed the next time you open Microsoft Excel, PowerPoint, or Word.

Installing from Oracle BI EE

Subtopics

- Configuring the Oracle BI EE Analytics Home Page

- Installing from the Oracle BI EE Analytics Home Page

Configuring the Oracle BI EE Analytics Home Page

Note:

Configuring a custom download link for the Smart View installer applies to Oracle Business Intelligence Enterprise Edition 11.1.1.7.1 and later versions, and might not be available in earlier versions.

Starting in Oracle BI EE release 11.1.1.9, the Smart View for MS Office link on the Download BI Desktop Tools drop-down list points to the Smart View download on Oracle Technology Network.

If you do not want to direct your users to Oracle Technology Network, you can configure the Smart View for MS Office link to point to a custom download link for the Smart View installer. You can then ensure that the correct version of Smart View for your environment is always available to your users. Do this by adding the SmartViewInstallerURL element to instanceconfig.xml .

You can configure the download link point to a location where the smartview.exe resides; for example:

- An external URL

- An internal URL, such as internal web page or intranet location where the installation can start immediately

- A folder on a local server where the installation can start immediately

To configure a custom download link for the Smart View installer:

1. Open the instanceconfig.xml file for editing

Refer to " Where Are Configuration Files Located? " in the Oracle Fusion Middleware System Administrators Guide for Oracle Business Intelligence Enterprise Edition .

2. Locate the CatalogPath and <DSN>AnalyticsWeb</DSN> sections and add the SmartViewInstallerURL element after those sections.

3. Use the syntax in the following examples to add the SmartViewInstallerURL element.

Example for download from Oracle Technology Network:

<CatalogPath>/example/path/work/abc/instances/instance1/bifoundation/OracleBIPresentationServicesComponent/coreapplication_obips1/catalog/SampleApp</CatalogPath>
<DSN>AnalyticsWeb</DSN>
<SmartViewInstallerURL>http://www.oracle.com/technetwork/middleware/epm/downloads/smart-view-1112x-1939038.html</SmartViewInstallerURL>

Example for download from an intranet site:

<CatalogPath>/example/path/work/abc/instances/instance1/bifoundation/OracleBIPresentationServicesComponent/coreapplication_obips1/catalog/SampleApp</CatalogPath>
<DSN>AnalyticsWeb</DSN> <SmartViewInstallerURL>http://myserver:8080/downloads/smartview.exe</SmartViewInstallerURL>

Example for download from an internal server:

<CatalogPath>/example/path/work/abc/instances/instance1/bifoundation/OracleBIPresentationServicesComponent/coreapplication_obips1/catalog/SampleApp</CatalogPath>
<DSN>AnalyticsWeb</DSN> <SmartViewInstallerURL>\\myserver\downloads\smartview.exe</SmartViewInstallerURL>

4. Save your changes and close the file.

5. Restart the Oracle BI EE instance.

Installing from the Oracle BI EE Analytics Home Page

To install Smart View from Oracle BI EE Home:

1. In Oracle BI EE Analytics Home page, click the arrow next to Download BI Desktop Tools , and then select Smart View for MS Office .

If you are directed to the Smart View download page on Oracle Technology Network, then follow the procedure in Installing from Oracle Technology Network or My Oracle Support . Otherwise, proceed with step 2 .

2. Choose an option:

- Click Run to run the installer directly.

If the User Account Control dialog box is displayed, click Yes , and then continue to step 3 .

- Click Save to save the Smart View installer file to a directory to which you have access and from which you can run executable files.

Open the folder where you saved the Smart View executable and double-click it to run it. Then continue to step 3 .

3. Select the xml:lang uage to use for the installation wizard.

4. Click Next .

5. Follow the prompts in the wizard.

6. When installation is complete, click Finish .

The Smart View ribbon is displayed the next time you open Microsoft Excel, PowerPoint, or Word.

Running Silent Installations

Administrators can enable silent installations—installations that do not require settings to be specified each time—for Smart View. The silent installation command can be included in scripts to automate installation.

The silent installer wrapper follows these rules:

- It passes the value of the /v parameter intact to the MSI.

- The /s flag is converted to /qn and passed to the MSI. There is no need to specify the /qn parameter if /s is already present in your script.

- Unless the /v parameter contains any /q specifier, the wrapper passes /qb+ to the MSI.

Before you begin, follow the procedure in Installing from Oracle Technology Network or My Oracle Support to download the Smart View installation zip file and unzip it to the folder you will be working in.

To run silent installations:

1. Open a command prompt.

2. Navigate to the directory of the Smart View installer.

3. Run one of the following commands:

- To install in the default directory, run:

SmartView.exe /s

- To install in another directory, run:

SmartView.exe /s /v" INSTALLDIR=<target path>"

For example:

SmartView.exe /s /v" INSTALLDIR=D:\SmartView"

To run silent installation and log the installation sequence:

1. Open a command line prompt.

2. Navigate to the directory of the Smart View installer.

3. Run SmartView.exe/s/v" INSTALLDIR=D:\SmartView /L*v c:\install.log"

Downloading Help for Local or Web Server Installation

After installing Smart View, the online help is retrieved from a URL hosted on the Oracle.com web site. This is the default behavior for Smart View, and no changes are required by users to launch help.

However, you may require that the help be installed locally or on a web server in your organization. Some examples for the need to access help from a location other than Oracle.com are:

- Help files must be installed on a local drive on an individuals computer for Section 508 accessibility purposes.

- Internet access limitations; for example, your users only have access to URLs on your organizations intranet.

To accommodate the above types of cases, a downloadable help zip file is posted on My Oracle Support as a patch to Release 11.1.2.5.500.

The procedure below describes downloading the help zip file. Further instructions for installation and configuration are in the following guides:

- Installing and Configuring Help Locally or on a Web Server in this guide.

- Oracle Smart View for Office Accessibility Guide . See " Installing and Configuring Help Locally. "

To download the Smart View help zip file from My Oracle Support (MOS):

1. Log in to MOS.

2. Select the Patches & Updates tab.

The Patch Search area is displayed at the right of the screen with the Search tab selected by default.

3. Under the Number/Name or Bug Number (Simple) heading, ensure that Patch Name or Number is selected in the drop-down list box.

4. In the Patch Search text box, type this Smart View patch number:

21547979

The Patch Search text box is to the right of the Patch Name or Number drop-down list box.

5. Click Search .

6. Download the patch zip file to a temporary directory.

7. To install and configure the help according to your requirements, follow the instructions in either of the following guides:

- Installing and Configuring Help Locally or on a Web Server in this guide.

- Oracle Smart View for Office Accessibility Guide . See " Installing and Configuring Help Locally. "

Administering Extension Installations and Updates

In This Section:

About Extension Installations and Updates

Configuring Manual Extension Updates

Configuring Auto-Update Extensions

The extension installation and update process described in this topic enables Smart View end users to install, update, or uninstall extensions based on parameters set by the Smart View administrator in the manifest file, UpdateList.xml .

About Extension Installations and Updates

Auto-Update versus Manual Update

In releases earlier than Smart View 11.1.2.5.400, extensions were updated using the Auto-Update process. To update extensions with Auto-Update, Smart View end users could go to the Extensions tab of the Options dialog box and click the Check for updates link or select the Check for updates when Microsoft Office starts check box to initiate extension updates. For all extensions, if any updates were available, they were retrieved and installations were automatically initiated.

In release 11.1.2.5.400 and later, you can customize the extension update process so that Smart View end users can control when they install, update, and remove extensions. The Smart View administrator configures attributes in the UpdateList.xml manifest file to control the options available to the users. If the administrator does not configure these attributes in UpdateList.xml , extensions will continue to be updated using the existing Auto-Update process.

Types of Extensions

There are two types of extensions that can be installed on a Smart View client machine:

- Provider extensions. Extensions that are dependent on, or integrated with, Oracle components are provider extensions. Examples are the Oracle Hyperion Disclosure Management and Oracle Hyperion Financial Reporting extensions. Provider extensions can be configured as required extensions.

- Per-user extensions. Extensions that are installed in the user’s application data folder. These extensions may or may not be dependent on Oracle components. Additionally, per-user extensions can also be configured as required extensions.

The Smart View administrator configures the UpdateList.xml file to specify the list of provider and per-user extensions available to end users along with options for installing, updating, and removing them. Additionally, per-user extensions can also be configured to display an indicator for required extensions and does not force the installation. The Smart View end user then accesses the Options dialog box and installs, updates, or uninstalls the extensions that are available to him or her in the Extensions tab.

To configure provider and per-user extension installation, uninstallation, and updating, complete the procedure in Configuring Manual Extension Updates .

If you do not want to make changes to the extension update process, you may refer to Configuring Auto-Update Extensions for information on the structure of the XML and examples, but you do not need to take any further action.

For instructions on installing, updating, and removing extensions in Smart View, end users can refer to the procedure topics in " Extensions " in the " Smart View Options " chapter in the Oracle Smart View for Office Users Guide .

About the Oracle Journals for Financial Management Extension

The Oracle Journals extension is unique among Smart View extensions in that the extension installer file is included in the extensions folder of the Smart View installation. End users can install the Oracle Journals extension directly from the extensions folder of their Smart View installation.

Or, as administrator, you can control how your Smart View end users install the Oracle Journals extension, automatically or manually, via the Extensions page of the Smart View Options dialog box.

If you choose to set up automatic or manual installations of the Oracle Journals extension, you should install Smart View in a test environment first, then refer to the UpdateList.xml file, found in the extensions folder of your Smart View installation. Use the entry in this file as a guideline for the Oracle Journals entry you will add to the UpdateList.xml file, as described in step 1 of the procedure in Configuring Manual Extension Updates .

Configuring Manual Extension Updates

Subtopics

- Manual Update XML Defined

- Manual Update XML Example

Auto-Update extensions in the UpdateList.xml manifest file can be configured so that the Smart View end user can see the available extensions, including per-user extensions, and install them from the Extensions tab of the Options dialog box.

You can add two attributes, visible and allowUninstall , to the UpdateList.xml manifest file to change the behavior of the extensions from auto-update to manual update so that the extensions are displayed in the Options dialog box:

- visible —A value of " 1 " indicates that the extension will appear in the Extensions tab of the Smart View Options dialog and will NOT be part of the Auto-Update process.

If the visible attribute is missing or the value is not " 1 ", the extension is included in the Auto-Update process.

- allowUninstall —A value of " 1 " indicates that the user can initiate an uninstall through the Extensions tab of the Options dialog box using the Remove link.

If the allowUninstall attribute is missing or the value is not " 1 ", the user may not initiate an uninstall in the Extensions interface (the Remove link will not be there).

This procedure is optional. If you choose not to add the attributes to UpdateList.xml , extensions will continue to be updated as they were in releases earlier than 11.1.2.5.400. In pre-11.1.2.5.400 releases, users click the Check for updates link or select the Check for updates when Microsoft Office starts check box to initiate extension updates.

See Manual Update XML Defined and Manual Update XML Example for reference.

To add attributes to the UpdateList.xml manifest file for extensions:

1. Open the UpdateList.xml file for editing.

The manifest file is found in two locations:

- epmstatic :

http://
server
:
port
/epmstatic/smartview/Client/UpdateList.xml

- The location pointed to by the <extensionupdatelist> tag in C:\Oracle\SmartView\cfg\properties.xml

To populate this tag, the administrator must download and install the Smart View installer to the epmstatic static location, following the instructions in " Installing EPM System Clients From the Command Line " in this guide.

2. Optional: To display an extension in the Extensions tab of the Options dialog box, and exclude the extension from the Auto-Update process, add the visible="1" attribute to the XML for the extension; for example:

<update>
version="11.1.2.3.500.021"
extension id="Some.Unique.Id.That.Matches.Extension.Descriptor.Id"
location="/epmstatic/disclosure_mgmt/svext/DiscManSetup.msi"

visible="1"

allowUninstall="1">Oracle Disclosure Management
</extension>

Figure 1, Extension as Displayed in the Extensions Tab shows an example of an extension displayed in the Extensions tab.

Figure 1. Extension as Displayed in the Extensions Tab

3. Optional: To display the Remove button, , for an extension, add the allowUninstall="1" attribute to the XML for the extension; for example:

<update>
version="11.1.2.3.500.021"
extension id="
A.Unique.Id.That.Matches.Extension.Descriptor.Id
"
location="/epmstatic/disclosure_mgmt/svext/DiscManSetup.msi"
visible="1"

allowUninstall="1">Oracle Disclosure Management

</extension>

Figure 2, Extension as Displayed in the Extensions Tab shows an example of an extension displayed in the Extensions tab.

Figure 2. Extension as Displayed in the Extensions Tab

4. For each provider and per-user extension, repeat step 2 and step 3 according to your requirements.

5. Optional: To remove a single extension from the list of extensions available for Auto-Update in the UpdateList.xml file, use the alternative method of commenting out the extension with the <!-- and --> characters; for example:

<!--

<extension>
location="/epmstatic/disclosure_mgmt/svext/DiscManSetup.msi" version="11.1.2.4.078" id="
nnnnnnnn
-
nnnn
-
nnnn
-
nnnn
-
nnnnnnnnnnnn
"> Oracle Disclosure Management
</extension>

-->

You can also comment out the entire list of extensions if your goal is to exclude all extensions from the manual update process.

Manual Update XML Defined

- <update>

The root node. This is a tag.

- <extension>

Parent node for <extension> attributes. This is a tag.

Attributes of <extension> are:

- id

The extension identifier. The identifier must match the SVExtensionDescriptor.GUID defined in the extension. It does not need to be a GUID, it only needs to be unique. This name will appear in the Windows Registry. For this reason, Oracle recommends using readable identifiers; for example, Oracle.Disclosure.Management.

- format

A value of " 1 " indicates that the entry for the extension uses the manual update XML format introduced in Smart View 11.1.2.5.400. This XML format supports more user interface features than the standard Auto-Update format.

- version

The version number of the extension. The version number must match exactly with the extension descriptor version in the extension assembly.

- svVersion

The Smart View version that the extension works with.

- visible

Set this value to " 1 " to display the extension in the Extensions tab of the Options dialog box. When this is set to " 1 ", the extension will NOT be part of the Auto-Update process.

- manualUpdate

Set this value to " 1 " if the user needs to close Excel for installation update. The update installer file will be downloaded and a message will be displayed indicating the required restart of Office. Also, the download folder will be opened.

- manualInstall

Set this value to " 1 " if the user needs to close Excel for installation. The installer file will be downloaded and a message will be displayed indicating the required restart of Office. The download folder will be opened.

- allowUninstall

Set this value to " 1 " to display the Remove button in the Extensions tab of the Options dialog box.

- type

The type of extension. Valid values are:

- 0 = optional extension

- 1 = provider extension

- 2 = Smart View client

- required

Set to display a " Required " or " Recommended " icon for the extension. No action is done other than the visible icon.

- <name>

The name of the extension. This is a tag.

- <desc>

The extension description. This is a tag.

Uses the " default " attribute. The default description for the extension will be the description displayed in the Extensions tab.

- owner

The creator or owner of the extension; for example, Oracle.

- location

The location and file name of the extension installer file. This can be msi or svext ; exe is not supported.

- <uninstallMsg>

Optional. For uninstalls, displays a custom message to the user.

Uses the " default " attribute. The default description for the uninstallMsg will be the custom message displayed during uninstall.

- <options>

Optional. For msi installations only. All options for the Microsoft Windows Installer Tool, Msiexec.exe , are supported.

Manual Update XML Example

<update>
<extension id="Oracle.SmartView.ExtensionSamples.PowerPack.AdjustData"
format="1"
version="1.1.3.0"
svVersion="11.1.2.2.310"
visible="1"  allowUninstall="1"
manualUpdate="0"
manualInstall="0"
type="0"
required="1">
<name>Adjust Data</name>
<desc default="Simple data adjustment panel for use with Smart View">
<owner>Oracle</owner>
<location>file://
server_name
/shared/ExtensionInstallers/AdjustDataInstaller.svext
</location>
<uninstallMsg default="This will remove the extension and all its components"
</uninstallMsg>
</extension>
</update>

Configuring Auto-Update Extensions

Subtopics

- Auto-Update XML Defined

- Auto-Update XML Example

You can add the visible and allowUninstall attributes to the UpdateList.xml manifest file to change the behavior of the extensions that are part of the Auto-Update process.

If you do not add the attributes to UpdateList.xml , extensions will continue to be updated using the existing Auto-Update process.

To add the visible and allowUninstall attributes to the Auto-Update extensions, complete the procedure in Configuring Manual Extension Updates .

See Auto-Update XML Defined and Auto-Update XML Example for reference.

You can also remove an single extension from the list of extensions available for Auto-Update in the UpdateList.xml file by commenting out the extension using the <!-- and --> characters. For example:

<!--
<extension>
location="/epmstatic/disclosure_mgmt/svext/DiscManSetup.msi" version="11.1.2.4.078" id="
nnnnnnnn
-
nnnn
-
nnnn
-
nnnn
-
nnnnnnnnnnnn
"> Oracle Disclosure Management
</extension>
-->

If you comment out the entire list of extensions, then all extensions are excluded from the manual update process.

Auto-Update XML Defined

- <update>

The root node. This is a tag.

- <extension>

Text that contains the extension name. This is a tag. The extension name appears in the Extensions tab of the Options dialog box. Examples of extension names are Oracle Predictive Planning Extension, Disclosure Management, or Adjust Data.

Attributes of <extension> are:

- id

The extension identifier. The identifier must match the SVExtensionDescriptor.GUID defined in the extension. It does not need to be a GUID, it only needs to be unique. This name will appear in the Windows Registry. For this reason, Oracle recommends using readable identifiers; for example, Oracle.Disclosure.Management.

- version

The version number of the extension.

- location

The location and file name of the extension installer file. This can be msi or svext ; exe is not supported.

- operation

Optional. For Auto-Updates, set this value to "delete" to have the uninstall automatically begin when the user opens Office.

Note:

The first time a user opens Office, if Smart View determines that the extension needs to be uninstalled, the subsequent opening of Office initiates the uninstall process.

- options

Optional. For msi installations only. All options for the Microsoft Windows Installer Tool, Msiexec.exe, are supported.

- visible

Set this value to " 1 " to display the extension in the Extensions tab of the Options dialog box. When this is set to " 1 ", the extension will NOT be part of the Auto-Update process.

- allowUninstall

Set this value to " 1 " to display the Remove button in the Extensions tab of the Options dialog box.

Auto-Update XML Example

<update>
<extension id="A.Unique.Id.That.Matches.Extension.Descriptor.Id"
version="11.1.2.3.500.021"
location="/epmstatic/disclosure_mgmt/svext/DiscManSetup.msi"
visible="1"
allowUninstall="1">Disclosure Management
</extension>
<extension id="Another.Unique.Id"
version="11.1.2.3.300"
location="/epmstatic/SomeSetup.msi"
operation="delete">Crystal Ball EPM
</extension>
<extension id="And.Another.Unique.Id"
version="11.1.2.3.300"
location="/epmstatic/SomeSetup.msi"
options="/promptrestart">Oracle Predictive Planning"
</extension>
</update>

Accessing Shared Connections from an XML File

In This Section:

About Accessing Shared Connections from an XML File

Setting Up the Shared Connections XML File

Connection File Syntax and Example

About Accessing Shared Connections from an XML File

Note:

The procedures in this chapter apply to shared connections only.

You can use shared connection information from an XML file to connect to supported Smart View providers, both cloud and on-premises. The XML file can exist either locally on each individual Smart View client machine or on a web server. Smart View end users point to this XML file in the Shared Connections URL field of the Options dialog box, and then access the available providers as they would any other shared connection to which they have access.

To connect to an Oracle BI EE provider from the Shared Connections Panel in Smart View, you must follow the procedures in this topic. However, you may also connect to Oracle BI EE data sources from the Private Connections Panel using the procedure described in " Creating Private Connections " in the Oracle Smart View for Office Users Guide .

Note:

Only ASCII characters are supported in the XML file. Do not use non-ASCII characters in any of the entries you make in this file.

Caution!

The procedures in this chapter should be completed by the Smart View administrator.

Setting Up the Shared Connections XML File

Setting up the shared connections XML file involves preparing the XML file distributing it to your users.

To set up shared connections in an XML file:

1. Create an empty XML file using any text editor and save it on your Smart View client machine.

Give the file a meaningful name, such as SmartViewProviders.xml , and ensure that it has the .xml extension.

Note:

Only ASCII characters are supported in the XML file. Do not use non-ASCII characters in any of the entries you make in this file.

2. Add the following line to the beginning of the file:

<?xml version="1.0" encoding="UTF-8"?>

3. Next, add the opening res_GetProvisionedDataSources tag:

<res_GetProvisionedDataSources>

4. Add entries for the applicable providers.

You can add entries for Oracle Hyperion Provider Services (Essbase), Planning (both on-premises and in Oracle Planning and Budgeting Cloud Service), Financial Management, Reporting and Analysis, Oracle Hyperion Strategic Finance, Oracle BI EE, and Oracle Enterprise Performance Reporting Cloud Service. The XML can contain entries for supported cloud providers, on-premises providers, or a mix of both.

When you create your entries, copy the syntax exactly and make ONLY these substitutions:

- In the Product tag, displayVersion attribute:

version —The version number of the specified provider.

- In the Server tag, context attribute:

webServerHost —The web server host machine name.

webServerPort —The web server port number. Use the default port number that is already noted in the syntax for each provider. Or, if you have configured your system using non-default port numbers, provide them.

The syntax for each provider type is below.

Oracle Hyperion Provider Services (Essbase)

<Product id="APS" name="APS-11.1.2" displayVersion="
version
">
<Server name="Oracle Hyperion Provider Services" context="http://
webServerHost
:
webServerPort
/aps/SmartView"></Server>
</Product>

Planning or Oracle Planning and Budgeting Cloud Service

<Product id="HP" name="HP-11.1.2" displayVersion="
version
">
<Server name="Oracle Hyperion Planning, Fusion Edition" context="http://
webServerHost
:
webServerPort
/HyperionPlanning/SmartView"></Server>
</Product>

Financial Management

<Product id="HFM" name="HFM-11.1.2" displayVersion="
version
">
<Server name="Oracle Hyperion Financial Management, Fusion Edition" context="http://
webServerHost
:
webServerPort
/hfmadf/../hfmofficeprovider/HFMOfficeProvider.aspx"></Server>
</Product>

Reporting and Analysis

<Product id="RAFramework" name="RAFramework-11.1.2" displayVersion="
version
">
<Server name="Reporting and Analysis Framework" context="http://
webServerHost
:
webServerPort
/raframework/browse/listXML"></Server>
</Product>

Oracle Hyperion Strategic Finance

<Product providerType="ExtensionProvider" id="HSF" name="HSF-11.1.2" displayVersion="
version
">
<Server name="Oracle Hyperion Strategic Planning, Fusion Edition" context="
webServerHost
:
webServerPort
/StrategicPlanning/SmartView"></Server>
</Product>

Oracle Business Intelligence Enterprise Edition

<Product providerType="ExtensionProvider" id="27EE9B0D-D5F5-42c9-AFC5-44FEA770C693" name="OBI EE-11.1.1.7" displayVersion="
version
">
<Server name="Oracle BI, Fusion Edition" context="OBI:http://
webServerHost
:
webServerPort
/analytics/jbips"></Server>
</Product>

Enterprise Performance Reporting Cloud Service

<Product id="EPRCS" name="Enterprise Performance Reporting Cloud Service" displayVersion="
version
">
<Server name="EPRCS" context="http://
webServerHost
:
webServerPort
/epm/SmartView"> </Server>
</Product>

5. Optional: If you are planning to access help locally or from an internal URL, add an entry for locating the help:

- Help installed on a local drive:

<helpurlcontext>file:///
parent_xml:lang uage_folder_path
/</helpurlcontext>

For example:

<helpurlcontext>file:///C:/Oracle/SmartView/smartview_help/</helpurlcontext>

- Help installed on a web server:

<helpurlcontext>http://
webServerHost
:
webServerPort
/
pathToHelpFiles
/smartview_help/</helpurlcontext>

For example:

<helpurlcontext>http://abcxyzco.com:12345/user_documentation/smartview_help/</helpurlcontext>

Notes:

- Perform this step ONLY if you are planning to access shared connections from an XML file AND are required to access help either from a local drive or a web server within your organization. See Installing and Configuring Help Locally or on a Web Server for instructions on setting up help.

- If you use the <helpurlcontext> tag, the help location you specify overrides the default or modified location specified in the <helpurlcontext> tag in the properties.xml file, as described in Optional Local Help Configuration via the Shared Connections XML File .

6. Optional: Add an entry for the User Productivity Kit (UPK):

<UPK>http://
link to User Productivity Kit
</UPK>

For example:

<UPK>http://download.abcxyzco.com/ocomdocs/PlayerPackage/data/toc.html</UPK>

7. Add the closing res_GetProvisionedDataSources tag to complete the file, then save it.

</res_GetProvisionedDataSources>

See Connection File Syntax and Example for the full syntax and an example of how this file should be set up.

8. Test the file:

a. Perform an action:

- If you plan to have users copy the XML file to their local drive, ensure that the file is copied to a local drive on your Smart View client machine.

For example, the file may be copied to the SmartView\bin directory.

- Alternatively, if you plan to copy the file to a web server, ensure that the file is accessible to your users from a fully-qualified URL that includes the XML file name and the .xml extension.

b. Start Smart View and in the Options dialog box, edit the Shared Connections URL to add the full path to the file or a URL, ensuring that the .xml file name extension is included.

Note:

This feature will not work if the .xml file name extension in not included at the end of the local drive path or URL.

- Local drive example:

C:/Oracle/SmartView/bin/SmartViewProviders.xml

Ensure that you use forward slashes ( / ) as separators in the file path.

The directory path and file should now be available in the list of shared connections.

- Web server URL syntax:

http://
webServerHost
:
webServerPort
/
pathToFile
/
filename
.xml

Web server URL example:

http://abcxyzcowebserver:1234/SmartViewDataSources/SmartViewProviders.xml

The URL should now be available in the list of shared connections.

c. Connect to the file using the Shared Connections option in the Smart View Panel, as described in " Connecting to Data Sources " in the Oracle Smart View for Office Users Guide .

If you do not see provider entries listed in the Shared Connections drop-down list, then the XML file may contain incorrect syntax or invalid characters.

Tip:

Verify the XML by opening the file in a browser; for example, in Internet Explorer. The browser will specify the invalid syntax. Correct any errors in the XML file editor, save, and refresh the browser display.

9. When the XML file is correct and complete, perform one of the following procedures:

- If you plan to have users copy the XML file to their local drive, distribute the file to your Smart View users with these instructions:

a. Do not modify this file in any way.

b. Copy the file to a local drive on your Smart View client machine.

For example, the file may be copied to the SmartView\bin folder.

c. Start Smart View and in the Options dialog box, edit the Shared Connections URL with the full path to the file on the local drive, including the file name and .xml extension; for example:

C:/Oracle/SmartView/bin/SmartViewProviders.xml

Ensure that you use forward slashes ( / ) as separators in the file path.

The directory path and file is now available in the list of shared connections.

d. Test by connecting to the file using the Shared Connections option in the Smart View Panel, as described in " Connecting to Data Sources " in the Oracle Smart View for Office Users Guide .

If you have problems connecting, contact your Smart View administrator.

- If you plan to copy the XML file to a web server, notify your Smart View users with these instructions:

a. Start Smart View and in the Options dialog box, edit the Shared Connections URL with the URL provided, including the file name and .xml extension; for example:

http://abcxyzcowebserver:1234/SmartViewDataSources/SmartViewProviders.xml

b. Test by connecting to this URL using the Shared Connections option in the Smart View Panel, as described in " Connecting to Data Sources " in the Oracle Smart View for Office Users Guide .

If you have problems connecting, contact your Smart View administrator.

c. Internet Explorer users: To use the URL given in step a, Oracle recommends setting the following options in Internet Explorer:

i. Select Tools , then Internet Options .

ii. In the General tab, Browsing history group, select Settings .

iii. In the Check for newer versions of stored pages section, select Every time I visit the webpage , and then click OK .

iv. In the Internet Options dialog box, select the Advanced tab.

v. In the Security section, select the Empty Temporary Internet Files folder when browser is closed option.

vi. Click OK to close Internet Options and restart the browser.

Connection File Syntax and Example

Subtopics

- Connection File Syntax

- Connection File Example

Connection File Syntax

Below is the file syntax in its entirety:

<?xml version="1.0" encoding="UTF-8"?>
<res_GetProvisionedDataSources>
<Product id="APS" name="APS-11.1.2" displayVersion="
version
">
<Server name="Oracle Hyperion Provider Services" context="http://
webServerHost
:
webServerPort
/aps/SmartView"></Server>
</Product>
<Product id="HP" name="HP-11.1.2" displayVersion="
version
">
<Server name="Oracle Hyperion Planning, Fusion Edition" context="http://
webServerHost
:
webServerPort
/HyperionPlanning/SmartView"></Server>
</Product>
<Product id="HFM" name="HFM-11.1.2" displayVersion="
version
">
<Server name="Oracle Hyperion Financial Management, Fusion Edition" context="http://
webServerHost
:
webServerPort
/hfmadf/../hfmofficeprovider/HFMOfficeProvider.aspx"></Server>
</Product>
<Product id="RAFramework" name="RAFramework-11.1.2" displayVersion="
version
">
<Server name="Reporting and Analysis Framework" context="http://
webServerHost
:
webServerPort
/raframework/browse/listXML"></Server>
</Product>
<Product providerType="ExtensionProvider" id="HSF" name="HSF-11.1.2" displayVersion="
version
">
<Server name="Oracle Hyperion Strategic Planning, Fusion Edition" context="http://
webServerHost
:
webServerPort
/StrategicPlanning/SmartView"></Server>
</Product>
<Product providerType="ExtensionProvider" id="27EE9B0D-D5F5-42c9-AFC5-44FEA770C693" name="OBI EE-11.1.1.7" displayVersion="
version
">
<Server name="Oracle BI, Fusion Edition" context="OBI:http://
webServerHost
:
webServerPort
/analytics/jbips"></Server>
</Product>
<Product id="EPRCS" name="Enterprise Performance Reporting Cloud Service" displayVersion="
version
">
<Server name="EPRCS" context="http://
webServerHost
:
webServerPort
/epm/SmartView"></Server>
</Product>
<helpurlcontext>
a valid entry as per optional step 5
</helpurlcontext>
<UPK>http://
link to User Productivity Kit
</UPK>
</res_GetProvisionedDataSources>

Connection File Example

The following example includes an entry for each provider type and also includes an entry for accessing help from an organizations internal web server:

<?xml version="1.0" encoding="UTF-8"?>
<res_GetProvisionedDataSources>
<Product id="APS" name="APS-11.1.2" displayVersion="11.1.2.2.500">
<Server name="Oracle Hyperion Provider Services" context="http://abcsvr.xyzco.com:19000/aps/SmartView"></Server>
</Product>
<Product id="HP" name="HP-11.1.2" displayVersion="11.1.2.2.000">
<Server name="Oracle Hyperion Planning, Fusion Edition" context="http://abcsvr.xyzco.com:19000/HyperionPlanning/SmartView"></Server>
</Product>
<Product id="HFM" name="HFM-11.1.2" displayVersion="11.1.2.2.300">
<Server name="Oracle Hyperion Financial Management, Fusion Edition" context="http://abcsvr.xyzco.com:19000/hfmadf/../hfmofficeprovider/HFMOfficeProvider.aspx"></Server>
</Product>
<Product id="RAFramework" name="RAFramework-11.1.2" displayVersion="11.1.2.2.000">
<Server name="Reporting and Analysis Framework" context="http://abcsvr.xyzco.com:19000/raframework/browse/listXML"></Server>
</Product>
<Product providerType="ExtensionProvider" id="HSF" name="HSF-11.1.2" displayVersion="11.1.2.2.00.2266">
<Server name="Oracle Hyperion Strategic Planning, Fusion Edition" context="http://abcsvr.xyzco.com.com:8900/StrategicPlanning/SmartView"></Server>
</Product>
<Product providerType="ExtensionProvider" id="27EE9B0D-D5F5-42c9-AFC5-44FEA770C693" name="OBI EE-11.1.1.7" displayVersion="11.1.1.7">
<Server name="Oracle BI, Fusion Edition" context="OBI:http://abcsvr.xyzco.com:9704/analytics/jbips"></Server>
</Product>
<Product id="EPRCS" name="Enterprise Performance Reporting Cloud Service" displayVersion="11.1.2.5.410">
<Server name="EPRCS" context="http://abcsvr.xyzco.com.com:9000/epm/SmartView"></Server>
</Product>
<helpurlcontext>http://abcxyzcowebserver:12345/user_documentation/smartview_help/</helpurlcontext>
<UPK>http://download.abcxyzco.com/ocomdocs/PlayerPackage/data/toc.html</UPK>
</res_GetProvisionedDataSources>

Installing and Configuring Help Locally or on a Web Server

In This Section:

About Installing Help Locally or on a Web Server

Setting Up Help Locally or on a Web Server

Optional Local Help Configuration via the Shared Connections XML File

About Installing Help Locally or on a Web Server

After installing Smart View, the online help is retrieved from a URL hosted on the Oracle.com web site. This is the default behavior for Smart View, and no changes are required by users to launch help.

However, you may require that the help be installed locally or on a web server in your organization. Some examples for the need to access help from a location other than Oracle.com are:

- Help files must be installed on a local drive on an individuals computer for Section 508 accessibility purposes.

- Internet access limitations; for example, your users only have access to URLs on your organizations intranet.

To accommodate the above types of cases, help must be downloaded from My Oracle Support and placed on a local drive or web server, and the Smart View properties.xml file must be modified.

Note:

Depending on your requirements, you may also want to specify the <helpurlcontext> tag in a shared connections XML file, as described in step 5 of Accessing Shared Connections from an XML File . Refer to Optional Local Help Configuration via the Shared Connections XML File for more information.

Setting Up Help Locally or on a Web Server

To install and configure Smart View help locally or on a web server:

1. Obtain the help zip file for this release from My Oracle Support.

2. Extract the contents of the help zip file to either a local folder on the computer where Smart View is installed or to a folder accessible by your users on an HTTP web server in your organization.

For example:

- Extract the contents locally to:

C:\Oracle\SmartView\

The extraction adds an additional folder named smartview_help . The result is:

C:\Oracle\SmartView\smartview_help

- Extract the contents to a web server:

http://
webServerHost
:
webServerPort
/
pathToHelpFiles

The extractions adds smartview_help after pathToHelpFiles . The result is:

http://
webServerHost
:
webServerPort
/
pathToHelpFiles
/smartview_help

Under the smartview_help folder, there are 28 xml:lang uage folders; for example:

C:\Oracle\SmartView
\smartview_help
\ar
\cs
\da
\de
\el
\en
\es
\fi
\fr
\fr_CA
\he
\hu
\it
\ja
\ko
\nl
\no
\pl
\pt
\pt_BR
\ro
\ru
\sk
\sv
\th
\tr
\zh_CN
\zh_TW

The following xml:lang uage folders contain translated versions of the Smart View help:

\de
\es
\fr
\it
\ja
\ko
\nl
\pt_BR
\zh_CN
\zh_TW

The remaining xml:lang uage folders contain the English version of the help. When you run Smart View in one of those xml:lang uages (for example, Swedish) and you click a button for Help, the English help is displayed.

Additionally, the English folder contains a copy of the help in PDF format, smartview_user.pdf .

3. Modify the helpurlcontext property in the Smart View properties.xml file:

a. In your Smart View installation, navigate to the SmartView\cfg folder.

b. Make a backup copy of the original properties.xml file.

c. Open properties.xml for editing.

d. Modify the helpurlcontext property, providing the path to the folder that is parent to the xml:lang uage folders using the following syntax:

- If installing locally, provide the path to the folder that is parent to the xml:lang uage folders using the following syntax:

<helpurlcontext>file:///
parent_xml:lang uage_folder_path
/</helpurlcontext>

Tip:

Use forward slashes in the syntax and ensure that you enter a final forward slash (/) after the parent xml:lang uage folder path that you provide.

Using the example from step 2 , after extracting the zip contents to C:\Oracle\SmartView , the smartview_help folder is the parent folder of the xml:lang uage folders. Thus, you would modify the parent_xml:lang uage_folder_path placeholder as follows:

<helpurlcontext>file:///C:/Oracle/SmartView/smartview_help/</helpurlcontext>

- If installing on a web server, provide the path to the folder that is parent to the xml:lang uage folders using the following syntax:

<helpurlcontext>http://
webServerHost
:
webServerPort
/
pathToHelpFiles
/smartview_help/</helpurlcontext>

Tip:

Use forward slashes in the syntax and ensure that you enter a final forward slash (/) after the parent xml:lang uage folder path that you provide.

Using the example from step 2 and substituting user_documentation for pathToHelpFiles , after extracting the zip contents to http://abcxyzco.com:12345/user_documentation , the smartview_help folder is the parent folder of the xml:lang uage folders. For example:

<helpurlcontext>http://abcxyzco.com:12345/user_documentation/smartview_help/</helpurlcontext>

4. Restart your Microsoft Office applications and access the help from the Smart View ribbon.

5. Repeat this procedure for each computer that requires Smart View local help.

Optional Local Help Configuration via the Shared Connections XML File

In a new installation, Smart View help is available as soon as you start Excel. You do not need to be connected to a Smart View provider in order to view the help. After making the changes to the properties.xml file described in this chapter, help is accessed from the help location you indicate.

If you are also planning to access shared connections from an XML file (as described in Accessing Shared Connections from an XML File ), AND you require an alternative location for the help, note the following:

- You can add the <helpurlcontext> tag to the shared connections XML file. The help location you specify in the shared connections XML file overrides the help location specified in properties.xml once you click the Shared Connections button in the Smart View Panel. This is true whether or not you modify the <helpurlcontext> tag in properties.xml .

- If you do not add or specify the <helpurlcontext> tag to the shared connections XML file, then the local help defined in the properties.xml file will ALWAYS be used and is available as soon as you start Excel.

Tips and Troubleshooting

In This Section:

Diagnostics Tools

Installation and Languages

Error When First Launching Excel After Installing Smart View

Internet Explorer Compatibility View Settings for Financial Reporting

Working with Custom HTML-based Login Forms

Browser Settings When Working with XML Files on HTTP Server

Flickering Issues on Office 2013 32-bit and 64-bit

Extension Options Dialog Box

Memory Usage Considerations for Smart View with Excel 32-bit and 64-bit

Smart View HTTP Session Timeout

Diagnostics Tools

When an issue arises while using Smart View that you cannot resolve on your own, you can use the Smart View Diagnostic tools in the Diagnostics group in the Smart View ribbon to create and collect log files and screenshots to send to Oracle Support. When you are finished collecting diagnostic data, you use the diagnostic tools to zip up the files. Then you transmit the ZIP file to Oracle Support for analysis. The log files and screenshots are used by Oracle Support to troubleshoot and resolve your issue.

You can customize certain features of Smart View Diagnostic tools; for example:

- Hide data values in an Office document.

- Hide member names in an Office document.

- Direct the diagnostics output files to a folder other than the default.

- Allow automatic screenshots for each warning or error message that is displayed.

See the " Smart View Diagnostics " chapter of the Oracle Smart View for Office Users Guide for more information on the Diagnostics tools.

Installation and Languages

The Smart View installer uses the xml:lang uage set in the Format field of the Windows Region and Language dialog box, Formats tab. This xml:lang uage also becomes the default xml:lang uage when running Smart View.

After installation, anytime you change the Smart View xml:lang uage setting ( Options dialog box, Advanced tab), Smart View remembers the new setting on each subsequent launch of Excel.

To return Smart View to the default xml:lang uage, you can use either of the following methods in the Options dialog box, Advanced tab:

- Click the Reset button.

- Select the first option in the Language drop-down list. This is always Default , which is the xml:lang uage specified in the Region and Language dialog box, Formats tab

After uninstalling and then reinstalling, Smart View reverts to the xml:lang uage specified in the Windows Region and Language dialog box, Formats tab, and not the last xml:lang uage specified in the Smart View Options dialog box, Advanced tab.

Workarounds: Enable the Smart View Excel add-in using one of the following methods:

Trust Center Method

1. Perform the task appropriate for your Office version:

- 2013 and 2010: Go to File , then Options , and then Trust Center .

- 2007: Click the Office button in the top left corner of Excel, then select Excel Options , and then Trust Center .

2. Click the Trust Center Settings button.

3. In the left pane, select Trusted Locations .

4. Click Add new location to launch the Microsoft Office Trusted Location dialog box.

5. In Path , enter:

C:\Oracle

6. Click OK .

7. Click OK to close the Trust Center , and then click OK to close Excel Options .

Error When First Launching Excel After Installing Smart View

After installing Smart View and launching Excel for the first time, you may get an error message similar to the following: " Unable to set the installed property of the add-in class. "

Workarounds: Enable the Smart View Excel add-in using one of the following methods:

Trust Center Method

1. Perform the task appropriate for your Office version:

- 2013 and 2010: Go to File , then Options , and then Trust Center .

- 2007: Click the Office button in the top left corner of Excel, then select Excel Options , and then Trust Center .

2. Click the Trust Center Settings button.

3. In the left pane, select Trusted Locations .

4. Click Add new location to launch the Microsoft Office Trusted Location dialog box.

5. In Path , enter:

C:\Oracle

6. Click OK .

7. Click OK to close the Trust Center , and then click OK to close Excel Options .

COM Add-ins Method:

1. Perform the task appropriate for your Office version:

- 2013 and 2010: Go to File , then Options , and then Add-ins .

- 2007: Click the Office button in the top left corner of Excel, then select Excel Options , and then Add-ins .

2. From Manage , select COM Add-ins , and then Go .

3. In COM Add-ins , select the check box to enable the Oracle Smart View for Office add-in, and click OK .

Internet Explorer Compatibility View Settings for Financial Reporting

When running a Financial Reporting report from Smart View, a web control is called that causes this error to display: " The product does not support compatibility view. Contact your system administrator to help configure your settings. "

By default, the web control runs in compatibility mode, triggering the compatibility message.

Workarounds:

- Click to clear the message, and the report preview displays as expected.

- To avoid the compatibility message, modify the Windows Registry as follows.

For 32-bit Office:

In [HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\Internet Explorer\MAIN\FeatureControl\FEATURE_BROWSER_EMULATION] , add the following three DWORD (32-bit) values:

"EXCEL.EXE"=dword:00008000
"POWERPNT.EXE"=dword:00008000
"WINWORD.EXE"=dword:00008000

For 64-bit Office:

Add the three DWORD values for Excel, PowerPoint, and Word in [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Internet Explorer\MAIN\FeatureControl\FEATURE_BROWSER_EMULATION] .

The values must match your installed version of Internet Explorer. If you are unsure which entry to use, then use the 32-bit Office values noted above.

Internet Explorer 8:

"EXCEL.EXE"=dword:00008000
"POWERPNT.EXE"=dword:00008000
"WINWORD.EXE"=dword:00008000

Internet Explorer 9:

"EXCEL.EXE"=dword:00009000
"POWERPNT.EXE"=dword:00009000
"WINWORD.EXE"=dword:00009000

Internet Explorer 10:

"EXCEL.EXE"=dword:00010000
"POWERPNT.EXE"=dword:00010000
"WINWORD.EXE"=dword:00010000

Internet Explorer 11:

"EXCEL.EXE"=dword:00011000
"POWERPNT.EXE"=dword:00011000
"WINWORD.EXE"=dword:00011000

Working with Custom HTML-based Login Forms

If you are using a custom html-based login form instead of the default Oracle Access Manager login form, ensure that the source of the custom form includes the string loginform . This is required for Smart View integration with Oracle Access Manager to work.

Browser Settings When Working with XML Files on HTTP Server

Internet Explorer may cache XML files posted on an HTTP server and referenced by Smart View. This can cause problems when using the following Smart View functionality:

- Accessing shared connections from an XML file

This is the XML file posted on an HTTP server and noted in the Shared Connections URL field of the Smart View Options dialog box. This file can also specify the location of the online help.

- Updating extensions

Smart View references the UpdateList.xml file that is posted on an HTTP server when Smart View end users install, update, and remove extensions in the Extensions tab of the Options dialog box.

Complete the steps in this topic to clear the browser cache so that the latest version of the XML file is used for the purposes noted above.

To clear the cache so that Smart View is accessing the latest XML file version posted on an HTTP server, set the following options in Internet Explorer:

1. Select Tools , then Internet Options .

2. In the General tab, Browsing history group, select Settings .

3. In the Check for newer versions of stored pages section, select Every time I visit the webpage , and then click OK .

4. In the Internet Options dialog box, select the Advanced tab.

5. In the Security section, select the Empty Temporary Internet Files folder when browser is closed option.

6. Click OK to close Internet Options and restart the browser.

Flickering Issues on Office 2013 32-bit and 64-bit

When using Smart View with Microsoft Office 2013, flickering occurs with the POV toolbar and the Smart View Panel. The flickering is likely caused by changes in Excel 2013.

To reduce flickering, Oracle advises that you take the following actions:

- Ensure that you have installed one of the following Microsoft updates:

- KB2863880 (hotfix): http://support.microsoft.com/en-us/kb/2863880

- KB2825631 (public): http://support.microsoft.com/en-sg/kb/2825631

To check if an update is already installed on your machine, go to Control Panel, then Programs and Features, and then "View installed updates." In the Search box, enter the KB number for each update; for example, enter KB2863880, and then enter KB282563. If one of the updates is installed, then you do not need to install any other update. If no results are returned for either, then you must install one of the updates.

- Add two registry keys (described in the sections below).

- Disable Window Transitions (DisableWindowTransitionsOnAddinTaskPanes)

- Disable Office Animations (DisableAnimations)

Disable Window Transitions (DisableWindowTransitionsOnAddinTaskPanes)

To improve the user experience, you may enable DisableWindowTransitionsOnAddinTaskPanes for 2013 by adding this key value to the Toolbars key in the Windows Registry. To do this, add the DisableWindowTransitionsOnAddinTaskPanes key value to the Toolbars key as follows:

- Key Name:

[HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Common\Toolbars]

- Key Value:

"DisableWindowTransitionsOnAddinTaskPanes"=dword:1

To add DisableWindowTransitionsOnAddinTaskPanes to the Toolbars registry key:

1. Click Start , click Run , type regedit in the Open box, and then click OK .

2. Locate and then select the following registry subkey:

HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Common\Toolbars

3. From the Edit menu, select New , and then select DWORD Value .

4. Type DisableWindowTransitionsOnAddinTaskPanes , and then press Enter .

5. In the Details pane, right-click DisableWindowTransitionsOnAddinTaskPanes , and then select Modify .

6. In the Value data box, type 1 , and then click OK .

7. Exit Registry Editor.

8. Restart Excel 2013.

Disable Office Animations (DisableAnimations)

To further improve the user experience, you may disable Office Animations for 2013 by adding a key to the Windows Registry. To do this, create the Graphics key and Disable Animations key value as follows:

- Key Name:

[HKEY_CURRENT_USER\Software\Microsoft\Office\15.0\Common\Graphics]

- Key Value:

"DisableAnimations"=dword:00000001

To create and update the registry key, Graphics:

1. Click Start , click Run , type regedit in the Open box, and then click OK .

2. Locate and then select the following registry subkey:

HKEY_CURRENT_USER\Office\15.0\Common\

3. From the Edit menu, select New , and then select Key .

4. Type Graphics , and then press Enter .

5. From the Edit menu, select New , and then select DWORD Value .

6. Type DisableAnimations , and then press Enter .

7. In the Details pane, right-click DisableAnimations , and then click Modify .

8. In the Value data box, type 00000001 , and then click OK .

9. Exit Registry Editor.

10. Restart Excel 2013.

Extension Options Dialog Box

When opening the Extensions tab of the Options dialog box or when checking for extension updates, if your system seems to be taking a long time to complete these tasks, ensure that the machine has access to the internet.

Memory Usage Considerations for Smart View with Excel 32-bit and 64-bit

Smart View is a Microsoft Office add-in. As an add-in, it is loaded in to the Microsoft Excel process. When a report is imported in to Excel through Smart View, the Excel process consumes memory. For example, instances of grids and forms, objects in the Undo buffer, XML parsing, etc., will cause the Excel process to consume memory. Because of this, the Excel or machine memory limit becomes the Smart View memory limit as well.

There is no memory configuration parameter in Smart View to manage this.

Excel 32-bit and 64-bit have different memory limits.

- For Excel 32-bit, the maximum memory limit, or RAM, is 2GB.

Oracle testing showed that when Excel 32-bit memory usage reaches beyond 700 MB, Excel can behave abnormally and can terminate unexpectedly.

- The 64-bit versions of Excel are not constrained to 2 GB of RAM, as are the 32-bit Office applications.

For large reports, Oracle recommends using 64-bit Excel. Or consider reducing the data being sent to Smart View by reducing the number of rows, columns, and POVs in the reports.

Following are some ways of limiting memory usage:

1. Ensure that these options are enabled in the Smart View Options dialog box, Advanced tab:

- Reduce Excel File Size

- Improve Metadata Options

2. Also in the Advanced tab, set Number of Undo Actions to 0 (Zero).

3. Change Excel calculation from Automatic to Manual. Go to the Excel Formulas ribbon, then select Calculation Options , and then select Manual .

4. Reduce the workbook size.

5. Limit the data imported to Excel:

a. Use prompts, filters, POVs, or other ways to reduce the data returned back to Smart View.

b. Enable the Suppress Rows and Suppress Columns options in the Data Options tab of the Smart View Options dialog box.

Also, refer to the following documentation from Microsoft, "Excel 2010 Performance: Performance and Limit Improvements":

http://msdn.microsoft.com/en-us/library/ff700514(v=office.14).aspx

Smart View HTTP Session Timeout

HTTP session timeouts can occur, for example, when working with large queries that take a long time to run, or when youre experiencing slower internet connections.

To avoid HTTP session timeouts, you may add the following key values to the Toolbars key:

- Key Name:

HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Internet Settings

- Key Values:

- " ReceiveTimeout "=dword: value in milliseconds

- " KeepAliveTimeout "=dword: value in milliseconds

- " ServerInfoTimeout "=dword: value in milliseconds

As a guideline, 900000 milliseconds is the equivalent of 15 minutes.

To add the timeout key values to the Internet Settings registry key:

1. Click Start , click Run , type regedit in the Open box, and then click OK .

2. Locate and then select the following registry subkey:

HKEY_CURRENT_USER\Software\Microsoft\Windows\CurrentVersion\Internet Settings

3. Add the ReceiveTimeout DWORD:

a. From the Edit menu, select New , and then select DWORD Value .

b. Type ReceiveTimeout , and then press Enter .

c. In the Details pane, right-click ReceiveTimeout , and then select Modify .

d. In the Value data box, type the timeout value in milliseconds (for example, 900000 ), and then click OK .

4. Add the KeepAliveTimeout DWORD:

a. From the Edit menu, select New , and then select DWORD Value .

b. Type KeepAliveTimeout , and then press Enter .

c. In the Details pane, right-click KeepAliveTimeout , and then select Modify .

d. In the Value data box, type the timeout value in milliseconds (for example, 900000 ), and then click OK .

5. Add the ServerInfoTimeout DWORD:

a. From the Edit menu, select New , and then select DWORD Value .

b. Type ServerInfoTimeout , and then press Enter .

c. In the Details pane, right-click ServerInfoTimeout , and then select Modify .

d. In the Value data box, type the timeout value in milliseconds (for example, 900000 ), and then click OK .

6. Exit Registry Editor.

7. Restart Excel 2013.

Limitations

In This Section:

General

Essbase

Planning

Financial Management

Reporting and Analysis

FDM

Enterprise Performance Reporting

This appendix describes limitations you may encounter while working with Smart View.

General

- In PowerPoint, you may not be able to access Smart View functions through Microsoft smart tags.

Workaround: Retype "smartview" (the Smart View smart tag) to cause PowerPoint to reload the smart tag.

- When you open a saved free-form workbook and change the Member Name Only or Member Name and Description setting in the Options dialog box before refreshing, the member display options do not work.

Workaround: Refresh the grid before entering Member Name Only or Member Name and Description.

- Because of a Microsoft Word limitation, if the value of the system-defined option "List separator" is set to one of the regular expression anchor characters (including but not limited to "^" and "$"), Word might fail to insert fields of type "Formula," which will cause failure of copy and paste.

Workaround: Go to Control Panel, then Regional and Language, then Options, then Standards and Formats, then Customize, and then Numbers, and change the list separator option.

- Do not change the file extension when you save an Excel workbook with the Get function that has been retrieved through simulation workbooks in the Smart View Panel.

- Sheet names may be truncated if they are longer than 31 characters; this is an Excel limitation.

- To use Outlook with Smart View, Visual Basic Scripting Support must be installed and Run From My Computer must be selected in Outlook. See Outlook product documentation for information.

- In Microsoft Word, slider controls may be resized in reports created in the Report Designer.

- When you perform drill-through from an Oracle Essbase Studio-sourced cube to FDM, if the EPM System Single Sign-On (SSO) token expires before the sessions of all products involved expires (Workspace, Provider Services, Essbase, Essbase Studio, FDM), the following message is displayed: "Error: An error occurred logging on to the system using single sign-on. Please contact your administrator. Error: 2067 -- You do not have access to the application!"

Workaround: Log in again to EPM Workspace from Smart View.

- Sliders in Smart Slice reports do not display properly after the report is closed and reopened. This happens because of a Microsoft security setting for ActiveX controls and OLE objects in Office 2007. See the Microsoft support site for information about working around this issue.

- If you use Microsoft COM or Automation Add-ins to open Excel, the Smart View ribbon or menu is not displayed, and you cannot automate Smart View. This happens because Smart View cannot be loaded through automation.

Workaround: Open Excel from EXCEL.EXE located in the Office installation folder, typically C:\Program Files\Microsoft Office\Office12 . This workaround is effective only if you do not need to do any further automation. For more information and a complete workaround, see Knowledge Base Document 1453237.1, " SmartView Functionality Changed: Cannot Automate SmartView from Another Program, " available from My Oracle Support .

- In Smart Query, no results may be returned when you use an equals sign (=) in a filter definition based on value. This happens if the decimal places displayed for numbers in Excel in Smart View is different from that set in Essbase for the connection.

Workaround: Use the same " decimal places displayed for numbers " setting in both Excel and Essbase.

- When inserting a Smart Slice into a report and refreshing the sheet, the report table is not refreshed and the table data is not visible.

Workaround: If the data is not visible, click on the first few empty cells; data will then start displaying.

Essbase

- In the Query Designer, Smart View generates a syntax error when you perform a descendants or top/bottom query on a member whose name contains a dot (.).

- Calculation scripts that run from Essbase may not run from Smart View. This can happen if you have restricted calculation access in Smart View. Calculation scripts are run against the connected database.

- When you perform an Undo, only the previously selected POV is saved, and recently selected members are removed.

Workaround: instead of using Undo, use Pivot to POV, which will replace all members on that dimension to the POV.

- When you perform Smart View operations in a Smart Slice and refresh, you may get an Assertion Failed error message if you try to close Excel by clicking the X in the upper right corner. The message is harmless; you can click OK to close it.

- Using Find in the Member Select dialog box may cause Excel to perform excessively slowly or freeze if the dimension contains more than approximately 100,000 members.

- If you use merged cells, you may encounter the following issues:

- When there are merged cells in a row dimension, proper merging is not maintained when you zoom in on the top cell of the innermost row dimension.

- When you use the Formula/Format Fill option with merged cells in a row dimension, Formula/Format Fill does not fill cells properly when you zoom in on the innermost row dimension.

The POV must contain more than one dimension. If there is only one dimension on the POV, it will be pivoted to the grid when you refresh.

- The Function Builder cannot distinguish among substitution variables with the same name.

- Numerical values entered into cells that are outside the grid may be lost upon refreshing

- If you add members in a column left of a column of blank cells, the new members may be lost after you refresh. This happens because the blank cells are not valid intersections.

- If you are connected to an earlier version of Essbase, custom members that you create using Smart Query may not be applied when you switch from a Smart Query worksheet to ad hoc analysis.

- Member names that contain a hash mark (#) may cause errors.

Workaround: Do not use hash marks in member names.

- Smart View does not support dual- monitor operation. For example, in Microsoft Word and PowerPoint, the POV control in Smart Slices may not display properly when you are connected to more than one monitor.

Planning

- If you have cascaded a report created from a new Smart Slice containing at least one function grid and a control (slider or POV) across an Excel workbook, Excel may terminate abruptly if you choose not to save the cascaded report.

- Smart View does not permit the use of #Missing in Calc Manager rules, even if the variable is set to permit #Missing .

- In data forms previously saved in an Excel workbook, expanding a member may result in data that is incorrectly displayed as zero or No Access .

Workaround: To display the correct data, refresh the worksheet or submit data.

- Tasks imported into Outlook via Smart View can cause errors if Outlook is configured for Oracle Beehive.

Workaround: In Outlook Send/Receive settings, select None for the Task List folder. See the Outlook documentation for information.

- Read-only Dynamic Calc cells may be displayed incorrectly as writable in offline data forms with the suppress missing option set to true.

- The Offline wizard continues to be displayed in English when you change to a different xml:lang uage in Smart View.

- Planning servers added via " Add new server " from the Smart View Panel are not displayed in the Smart View Panel in Outlook.

- If Suppress Rows is enabled in the Planning data form, new rows of data created in offline mode by means of a business rule are not saved when you synchronize back to the server.

- If the option Keep data changes made in offline mode is unselected, then any changes made in an offline data form should be overwritten with data from the Planning web when you refresh. However, if the suppress missing rows option is selected for the data from, these changes are retained when you refresh.

- In the Outlook 2007 shortcut menu for tasks, the Assign Task and Mark Complete items may work only intermittently.

- Closing the Smart View Panel in Outlook may take a long time after you open a task from a large task list. The reason is that task lists are always refreshed upon closing, and the time needed to refresh depends, in part, on the number of tasks in the task list.

- Starting with Release 11.1.2.1, Smart View cannot be connected to Planning through Provider Services. You can connect to Oracle Hyperion Planning directly.

Financial Management

- POV controls inserted into a report may be disabled when you close and reopen the document containing the report. This happens when ActiveX controls are disabled.

Workaround: Enable ActiveX controls in Microsoft Office.

- A connection timeout occurs when performing a refresh in the latest version of Smart View when connected to the 11.1.2 version of Financial Management. This issue is addressed starting with Financial Management 11.1.2.2.

- Problems with the column suppression options are causing Financial Management grids to open with a "grid is not well formed" error.

- When performing ad hoc analysis while connected to a Oracle Hyperion Financial Management data source, with the Suppress Columns options " No Data/Missing " and " Zero " selected, after clicking Refresh, the corresponding columns are not suppressed and still appear in the sheet.

Reporting and Analysis

- Filters are not updated in POV toolbar after you edit them; however, data is changed successfully.

- If you have an open Excel document when you export a Oracle Hyperion Financial Reporting report in query-ready mode to Excel, the open Excel document will be overwritten without warning.

Workaround: Save and close any Excel documents before exporting.

- Oracle Hyperion Web Analysis reports imported from EPM Workspace to PowerPoint 2010 do not open correctly.

Workaround: Save the report file as an HTML file. Then open directly in PowerPoint; do not try to import from Oracle Hyperion Enterprise Performance Management Workspace. This issue does not apply to versions of PowerPoint other than 2010.

- When you export an Oracle Hyperion Interactive Reporting report from Internet Explorer into Smart View 11.1.2.1.x, the Smart View ribbon disappears in Excel.

Workaround: Open Excel before exporting from Internet Explorer.

- Autodeployment does not work for Oracle Hyperion Reporting and Analysis release 11.1.1.4 or earlier.

FDM

Oracle Hyperion Financial Data Quality Management does not support alias tables for Oracle Essbase drill-through.

Enterprise Performance Reporting

- Member names that contain a hash mark (#) may cause errors.

Workaround: Do not use hash marks in member names.

- Oracle Enterprise Performance Reporting Cloud Service does not support the following Oracle Smart View for Office functionality:

- Formula preservation and formula fill

- Cell Styles

- Smart Query

- Submit Data

- Cascading

- Display Member Name and Alias

- Member Information

- Smart Slices