Creating Connections to Account Reconciliation

After you install Oracle Smart View for Office, as described in Downloading and Running the Smart View Installer, you can create connections to Account Reconciliation.

Connections require information about your service URL. Your Smart View administrator should provide you with the information that you need to create the connection.

For the connection to Account Reconciliation, use the quick connection method in Smart View.

Note:

Use the procedure in this topic to create connections. Once connections are created, use the procedure Connecting to Account Reconciliation in Smart View for connecting on a routine basis.

To create a private connection to Account Reconciliation using the quick connection method:

1. Open Microsoft Excel, Word, or PowerPoint, and select the Smart View ribbon.
2. From the Smart View ribbon, click Panel.
3. From the Smart View Panel, select Private Connections.

   Alternatively, from the Smart View Panel, click the arrow next to the Switch to button, , and then select Private Connections from the drop-down list.

4. Still in the Smart View Panel, in the text box shown in Figure 19-1, enter the service URL for the Account Reconciliation.

   Figure 19-1 Quick Connection - Enter a URL

   
   
   

   The URL syntax:

   https://serviceURL/arm/arcs/svp

   Your Smart View administrator should provide you with the URL for Account Reconciliation

5. Press Enter.

   Alternatively, click the Go button, next to the text box where you entered the service URL.

6. In the Smart View Panel, expand the ARCS node, then Reconciliation Compliance, then SmartView, and then click Connect in the Action Panel.
7. In the login window, enter your Oracle Cloud Identity Service Domain credentials, and click Sign In.
8. Perform an action:

   • If the Extension Alerts dialog is displayed, then click the Go to Extension Dialog button. The Extension Alerts dialog informs you of the latest Account Reconciliation extension available for installation. To complete the extension update procedure, see Installing the Account Reconciliation Extension.

   • If the Extension Alerts dialog is not displayed, continue with Installing the Account Reconciliation Extension.