Working with Doclets Locally

This topic applies to Office-based doclets of all types—regular, reference, and supplemental. Unless otherwise noted, the term doclets refers to all Office-based doclet types.

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

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

Note:

In the following procedures, "locally" refers both to locally-saved doclets, as well as doclets saved to a network folder location.

Downloading Doclets, Reference Doclets, and Supplemental Doclets for Local Use

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

  1. In the checked-out doclet, using the File menu in the Office application, 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 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 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 in the native Office application.

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

Uploading Locally-saved Doclets, Reference Doclets and Supplemental Doclets

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

To upload a locally-saved doclet, reference doclet, or supplemental doclet:

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

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

  3. In the Office application, open the locally-saved 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 Uploading and Working with Page Attributes and Slide Masters.