Installing Smart View From Planning and Budgeting Cloud Service Workspace

You must install Smart View from Planning and Budgeting Cloud Service Workspace. This Office client component is displayed as a menu and toolbar within the Microsoft Office suite.

Note:

Before installing Smart View, exit all Microsoft Office applications and enable pop-ups.

  To install the Smart View client from Planning and Budgeting Cloud Service Workspace:

  1. Select Tools, then Install, and then Smart View.

  2. Select Run to run the installer, or select Save to save the installer .exe file to your desktop.

  3. Accept the default installation options.

    By default, the installation wizard installs Oracle Smart View for Office program files to C:\Oracle\SmartView. You can specify an alternative installation directory.

  4. Reopen the Microsoft Office application.

    Note:

    If Word fails to display the menu, create a data source connection in Excel, and then restart Word.