Working with Doclets and Supplemental Doclets Locally

This topic applies to doclets or Word- or PowerPoint-based supplemental doclets.

After checkout, you can work with a doclet or supplemental doclet directly in Word or PowerPoint while connected to Oracle Enterprise Performance Reporting Cloud Service through Smart View. If you must close Word or PowerPoint, or disconnect from Oracle Enterprise Performance Reporting Cloud Service, you can upload the doclet or supplemental doclet before closing or disconnecting and the changes you made are saved for the next time you start Smart View and log on Oracle Enterprise Performance Reporting Cloud Service.

Alternatively, use the Office Save As command to save a doclet or supplemental doclet to a local or network folder and work with it locally or from your network folder, outside of the Oracle Enterprise Performance Reporting Cloud Service environment. The following procedures explain how to download a doclet to work with locally, and how to upload the doclet back to Oracle Enterprise Performance Reporting Cloud Service.

Note:

In the following procedures, “locally” refers both to locally-saved doclets and supplemental doclets, as well as doclets and supplemental doclets saved to a network folder location.

Downloading Doclets and Supplemental Doclets for Local Use

  To download a doclet or supplemental doclet to work with locally:

  1. In the checked-out doclet or supplemental doclet, using the File menu in Word or PowerPoint, select Save As.

  2. Save the document to a local folder or network folder location, as you require.

    Caution!

    You can save a document locally anytime. But be aware that if you do not check out the doclet or supplemental doclet before saving it locally, other users can still check it out and modify it. Then you won't be able to upload your version of the doclet or supplemental doclet without overwriting other users' changes. Oracle recommends checking out a doclet or supplemental doclet first before downloading it locally or to a network folder.

  3. Modify the downloaded doclet or supplemental doclet in the native Office application.

  4. When you're finished with your modifications, follow the procedure in Uploading Locally-saved Doclets and Supplemental Doclets.

Uploading Locally-saved Doclets and Supplemental Doclets

This procedure assumes that you have worked with a doclet or supplemental doclet locally or on a network folder, while disconnected from Oracle Enterprise Performance Reporting Cloud Service in Smart View. You must connect to Oracle Enterprise Performance Reporting Cloud Service before opening your doclet file in Smart View.

  To upload a locally-saved doclet or supplemental doclet:

  1. Open the appropriate Office application, but do not open the locally-saved doclet or supplemental doclet file yet.

  2. Connect to Oracle Enterprise Performance Reporting Cloud Service, as described in Connecting to Enterprise Performance Reporting in Smart View, and open the report package to which your locally-saved doclet or supplemental doclet belongs.

  3. In the Office application, open the locally-saved doclet or supplemental doclet by using the File, Open command.

    This action loads the Performance Reporting ribbon. Note the state of the ribbon; the Upload button is enabled.

  4. Click Upload.

  5. Continue with step 3 in Uploading and Working with Page Attributes and Slide Masters.