Server Setup

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

  1. Enable autodeployment for your data provider as follows.
    • Oracle Essbase: Choose a method:

      • Use Administration Services Console (if available).

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

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

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

      • Update essbase.properties as follows:

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

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

          smartview.webservice.autodeploy.force=true
          smartview.webservice.autodeploy.warn=true
          
    • Oracle Hyperion Planning:

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

      2. 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 Installing from My Oracle Support or Oracle Technology Network.
  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.

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

        2. 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.